Mission
THE MISSION OF THE MSCPA'S EDUCATIONAL FOUNDATION IS TO INSPIRE AND SUPPORT THE NEXT GENERATION OF CPAS IN MASSACHUSETTS.
Public Charity
EDUCATIONAL FOUNDATION OF MSCPA'S
EDUCATIONAL FOUNDATION OF MSCPA'S is a Public Charity headquartered in BOSTON, MA. Financial data from the 2025 filing: $2.5M revenue, $2.6M expenses, $1.3M total assets. 12 publicly reported grants to this organization, totaling roughly $176K, appear in IRS filings.
EIN: 046139571
BOSTON, MA
Latest filing: 2025
Total Revenue$2.5M
Total Expenses$2.6M
Total Assets$1.3M
Grant Records12
Funding Total$176K
Filing Years2021–2025
Where $100 goes at Educational Foundation of Mscpa's
How Educational Foundation of Mscpa's divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$92
Programs
the work itself
$7
Management
running the organization
$1
Fundraising
raising the next dollar
Inside the $92 for programs
$75
The cpe program provides a broad range of high-quality, cost effective continuing education that assists cpas in meeting state licensing requirements and improving their professional skills
$17
The educational foundation grants program awarded 48 scholarships totaling $183,500 to assist students in the pursuit of an accounting degree
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$5,500
SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
$25,000
SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
$25,000
EDUCATION
$25,000
For grant recipient's exempt purposes
$8,510
Showing up to 5 of 12 total records — full history available with membership.
Officers & Directors
DIRECTOR
Amy A Pitter
DIRECTOR
Amy K Phelan
DIRECTOR
Gabriel Fernandez
DIRECTOR
James Christenson
DIRECTOR
John M Micalizzi
DIRECTOR
Kerry A Stakem
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.5M | $2.6M | $1.3M |
| 2024 | $2.6M | $2.6M | $1.6M |
| 2023 | $2.3M | $2.1M | $1.5M |
| 2022 | $2.0M | $1.6M | $1.3M |
| 2021 | $1.5M | $1.3M | $805K |
Between 2021 and 2025, reported annual revenue grew from $1.5M to $2.5M (+71%), with total assets most recently reported at $1.3M.
Interactive year-over-year charts and full filing details available with membership.