NonprofitsEducational Foundation Of The Massachusetts Society Of Certified

Educational Foundation Of The Massachusetts Society Of Certified

BOSTON, MA

Total revenue

$2.6M

Total expenses

$2.6M

Net assets

$1.2M

Grants received

$145K

10 grants

EIN

046139571

Tax year

2023

Mission

The educational foundation of the mscpa supports the continuing professional education of members of the mscpa, as well as non-members, by providing seminars, conferences, and other offerings which assist in fulfilling the certification requirements regarding education for cpa's. In addition, the foundation provides scholarships, grants, and other awards to recognize and encourage students who are actively pursuing a career in accounting.

Programs

1 program

The educational foundation grants program awarded 51 scholarships totaling $182,500 to assist students in the pursuit of an accounting degree.

Expenses: $376KGrants: $179K

Financials

FY 2023

Revenue

Contributions & grants$230K
Program service revenue$2.4M
Investment income$21K
Other revenue
Total revenue$2.6M

Expenses

Grants paid$179K
Salaries & benefits
Fundraising$26K
Other expenses$2.4M
Total expenses$2.6M
Total assets$1.6M
Net assets$1.2M

People

15 listed

NameRoleCompensation

ROBERT S MILLER

CHAIRPERSON

Board

0.5 hrs/wk

AMY A PITTER

TREASURER/SECRETARY THROUGH 12/23

Board

2 hrs/wk

ZACHARY M DONAH

TREASURER/SECRETARY EFFECTIVE 1/24

Board

2 hrs/wk

JAMES CHRISTENSON

DIRECTOR

Board

0.5 hrs/wk

MARQUIS D COOPER

DIRECTOR

Board

0.5 hrs/wk

SHANIKWA D DAVIS

DIRECTOR

Board

0.5 hrs/wk

SOPHIA R ELTON

DIRECTOR

Board

0.5 hrs/wk

GABRIEL FERNANDEZ

DIRECTOR

Board

0.5 hrs/wk

SANTIAGO A FERNANDEZ-SUAREZ

DIRECTOR

Board

0.5 hrs/wk

WILLIAM D MAHONEY

DIRECTOR

Board

0.5 hrs/wk

JOHN M MICALIZZI

DIRECTOR

Board

0.5 hrs/wk

AMY K PHELAN

DIRECTOR

Board

0.5 hrs/wk

MARY-JOAN P POTVIN

DIRECTOR

Board

0.5 hrs/wk

MELISSA J SAWYER

DIRECTOR

Board

0.5 hrs/wk

KERRY A STAKEM

DIRECTOR

Board

0.5 hrs/wk

Independent contractors

SURGENT MCCOY CPE LLC

PROVIDE SPEAKERS & CPE MATERIAL

$189K

Grants received

Showing 10 of 10

FromAmountPurposeYear
$25K
EDUCATION
2023
$25K
SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
2023
$9K
For grant recipient's exempt purposes
2023
$25K
SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
2022
$5K
GENERAL SUPPORT
2022
$25K
SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
2021
$9K
For grant recipient's exempt purposes
2021
$9K
For grant recipient's exempt purposes
2021
$6K
For grant recipient's exempt purposes
2020
$9K
For grant recipient's exempt purposes
2019

Funded by

$145K from 4 funders · 10 grants · 2019–2023

Massachusetts Society Of Cpa's Inc

$75K · 3 grants · 2021–2023

Fidelity Investments Charitable Gift Fund

$40K · 5 grants · 2019–2023

Pwc Foundation Inc

$25K · 1 grant · 2023

The Blackbaud Giving Fund

$5K · 1 grant · 2022

Details

EIN046139571
Subsection03
Ruling date1966-09
Formed1965
Employees0
Volunteers55
EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED — Mission, Financials & Grants Received | Grantivo