Mission
MEMBERS TO ACHIEVE EXCELLENCE IN THE LEADERSHIP AND MANAGEMENT OF THEIR ORGANIZATIONS, PROVIDE RESOURCES, A FORUM FOR NETWORKING AND COMMUNICATION.
Public Charity
CPA SOCIETY EXECUTIVES ASSOCIATION
CPA SOCIETY EXECUTIVES ASSOCIATION is a Public Charity headquartered in METAIRIE, LA. Financial data from the 2025 filing: $246K revenue, $107K expenses, $622K total assets. 3 publicly reported grants to this organization, totaling roughly $30K, appear in IRS filings.
EIN: 200629203
METAIRIE, LA
Professional Societies & Associations
NTEE: Y03
Latest filing: 2025
Total Revenue$246K
Total Expenses$107K
Total Assets$622K
Grant Records3
Funding Total$30K
Filing Years2021–2025
Where $100 goes at Cpa Society Executives Association
How Cpa Society Executives Association divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Meetings and conferences
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
CPA/SEA SCHOLARSHIP FUND 2024
$10,000
UNRESTRICTED SUPPORT OF THE ORGANIZATIONS MISSION
$10,000
SPONSORSHIP
$10,000
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
DIRECTOR
Alicia Gelinas
DIRECTOR
Allen Lloyd
PRESIDENT ELECT
Crista Burson
IMMEDIATE PAST PRESIDENT
Jeannine Birmingham
PRESIDENT
Jodi Ann Ray
SECRETARY/TREASURER
Oliver Yandle
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $246K | $107K | $622K |
| 2024 | $203K | $223K | $483K |
| 2023 | $238K | $17K | $503K |
| 2022 | $169K | $83K | $282K |
| 2021 | $43K | $16K | $196K |
Between 2021 and 2025, reported annual revenue grew from $43K to $246K (+477%), with total assets most recently reported at $622K.
Interactive year-over-year charts and full filing details available with membership.