NonprofitsNew York State Society Of Cpas

New York State Society Of Cpas

NEW YORK, NY

Total revenue

$8.8M

Total expenses

$9.3M

Net assets

$11.1M

Grants received

$50

1 grants

EIN

131101547

Tax year

2023

Mission

To cultivate, promote, and disseminate knowledge and information concerning certified public accountants.

Programs

2 programs

Nycpa chaptersnycpa also strengthened member engagement through annual chapter leadership meetings, where officers and the ceo met with members statewide to share updates, discuss priorities, and gather feedback. Additionally, nycpa facilitated town halls, professional issues updates (pius), and cpa ethics update meetings to address industry developments and regulatory changes.

The cpa journalthe cpa journal, the voice of the profession, is the nycpa's flagship publication. It is published bimonthly, and technical articles go through a double-blind peer review process. The cpa journal provides insight and analysis on a wide array of topics relevant to cpas and other accounting and finance professionals. This year marked the 94th year of continuous publication. While in many ways it was a banner year for the profession-revenue and income per partner at cpa firms were up, according to the 2023 rosenberg practice management survey-the profession also faced challenges in terms of staff shortages, outsourcing, and technology integration. The journal covered these issues and more, providing advice to cpas in all areas of practice about how to adapt and succeed. One issue was jointly devoted to the cutting-edge topics of technology and environmental, social, and governance (esg) reporting. How cpas can utilize artificial intelligence (like chat gpt) and measure crypto assets (like bitcoin) was the subject of several articles. Authors also explained new and forthcoming guidance on reporting for climate risk and assessing materiality for esg reporting. The journal contributed to the ongoing debate over the "pipeline problem," the 150-hour requirement, and the future of accounting education by publishing a variety of voices suggesting different ways to attract the next generation of students, teach them what they need to know to pass the cpa exam and become licensed, and be prepared for a successful accounting career. In addition to looking forward, journal authors also looked back, marking the 20-year anniversary of the landmark article on the fraud diamond with a retrospective on the model's success and the work still needed to find and identify potential fraudsters. The journal also launched two new columns: diversity, equity & inclusion began with the november/december 2023 issue, and sustainability launched in march/april 2024. In addition to the print edition delivered to members and subscribers, the cpa journal is available online at cpajournal.com. With articles posted every weekday, the website drew nearly 1.5 million visitors over the course of the year and over 120,000 views per month, making it a leading destination for accounting professionals, financial leaders, academic researchers, and students around the globe.

Financials

FY 2023

Revenue

Contributions & grants$7.4M
Program service revenue$756K
Investment income$422K
Other revenue$211K
Total revenue$8.8M

Expenses

Grants paid$1.3M
Salaries & benefits$4.1M
Fundraising
Other expenses$3.9M
Total expenses$9.3M
Total assets$15.6M
Net assets$11.1M

People

47 listed

NameRoleCompensation

CALVIN HARRIS

CHIEF EXECUTIVE OFFICER

Board

$346K

28.5 hrs/wk

PATRICK PAYANO

CHIEF FINANCIAL OFFICER

Board

$175K

22.7 hrs/wk

AMY WILLIAMS

CHIEF OPERATING OFFICER

Board

$84K

31.1 hrs/wk

REVIRA BRENNAN

OUTGOING CHIEF OPERATING OFFICER

Board

$42K

26.4 hrs/wk

KELLY MANDELL-KLUMPP

DIRECTOR

Board

1 hrs/wk

KEVIN MATZ

DIRECTOR-AT-LARGE

Board

6 hrs/wk

KEVIN O'LEARY

PRESIDENT-ELECT

Board

1 hrs/wk

KURT J BUTTON

DIRECTOR

Board

1 hrs/wk

LENORE SANCHEZ

DIRECTOR

Board

1 hrs/wk

LIREN WEI

PRESIDENT

Board

1 hrs/wk

LISA A MRKALL

VICE PRESIDENT

Board

1 hrs/wk

LYNNE M FUENTES

IMMEDIATE PAST PRESIDENT

Board

1 hrs/wk

MARK FARBER

DIRECTOR-AT-LARGE

Board

1 hrs/wk

MARK M ULRICH

DIRECTOR

Board

1 hrs/wk

MICHAEL AIMLON

DIRECTOR-AT-LARGE

Board

1 hrs/wk

MICHAEL R DURANT

DIRECTOR-AT-LARGE

Board

1 hrs/wk

MICHAEL R KOEPPEL

DIRECTOR-AT-LARGE

Board

1 hrs/wk

NATALIE VERBANAC

DIRECTOR

Board

1 hrs/wk

NICHOLAS P EELLS

DIRECTOR

Board

1 hrs/wk

ORUME A HAYS

DIRECTOR-AT-LARGE

Board

1 hrs/wk

PHILIP J LONDON

VICE PRESIDENT

Board

1 hrs/wk

PHILIP MARCIANO

DIRECTOR

Board

1 hrs/wk

ROBERT J HUETHER

DIRECTOR-AT-LARGE

Board

1 hrs/wk

A'ISHA TORRENCE

DIRECTOR

Board

1 hrs/wk

SHMUELI MILECKI

DIRECTOR-AT-LARGE

Board

1 hrs/wk

STEPHANIE GIGLIOTTI

DIRECTOR

Board

1 hrs/wk

STEVEN M MORSE

DIRECTOR-AT-LARGE

Board

1 hrs/wk

TIMOTHY J DOYLE

DIRECTOR

Board

1 hrs/wk

TIMOTHY J HAMMOND

SECRETARY/TREASURER

Board

4 hrs/wk

WILLIAM C HUETHER

DIRECTOR-AT-LARGE

Board

1 hrs/wk

WILLIAM F SCHWENK

DIRECTOR-AT-LARGE

Board

1 hrs/wk

WILLIAM H DRESNACK

DIRECTOR-AT-LARGE

Board

1 hrs/wk

ZACHARY GORDON

DIRECTOR-AT-LARGE

Board

1 hrs/wk

RONALD F RIES

DIRECTOR

Board

1 hrs/wk

ANTHONY CHAN

VICE PRESIDENT

Board

1 hrs/wk

CRAIG A ZELLAR

DIRECTOR

Board

1 hrs/wk

EDWARD N LEE

VICE PRESIDENT

Board

1 hrs/wk

FRANK J DECANDIDO

DIRECTOR

Board

1 hrs/wk

JENNIFER STONE

DIRECTOR

Board

1 hrs/wk

JOHN A MOURER

VICE PRESIDENT

Board

1 hrs/wk

JOHN M SPATOLA

DIRECTOR-AT-LARGE

Board

1 hrs/wk

KATELYN KOGAN

DIRECTOR-AT-LARGE

Board

1 hrs/wk

TIMOTHY TWOFOOT BOULETTE

GENERAL COUNSEL

Staff

$141K

22.5 hrs/wk

XIOMARA FOX

MANAGER-MEMBER SERVICES

Staff

$122K

33.8 hrs/wk

ANTOINE JULIAN FLETCHER

DIRECTOR-HUMAN RESOURCES

Staff

$121K

28.1 hrs/wk

RICHARD KRAVITZ

EDITOR-IN-CHIEF, CPA JOURNAL

Staff

$112K

37.5 hrs/wk

EMILY FRIZZELL

CHIEF MARKETING AND COMMUNICATIONS DIRECTOR

Staff

$100K

24.4 hrs/wk

Grants received

Showing 1 of 1

FromAmountPurposeYear

Funded by

$50 from 1 funder · 1 grant · 2023

Common Sense Educational Fund Inc

$50 · 1 grant · 2023

Details

EIN131101547
Subsection06
Ruling date1935-02
Formed1897
Employees47
Volunteers2200
NEW YORK STATE SOCIETY OF CPAS — Mission, Financials & Grants Received | Grantivo