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 Latest filing: 2025
Total Revenue$246K
Total Expenses$107K
Total Assets$622K
Grant Records3
Funding Total$30K
Filing Years2021–2025

Mission

MEMBERS TO ACHIEVE EXCELLENCE IN THE LEADERSHIP AND MANAGEMENT OF THEIR ORGANIZATIONS, PROVIDE RESOURCES, A FORUM FOR NETWORKING AND COMMUNICATION.

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

CPA/SEA SCHOLARSHIP FUND 2024
$10,000 1 grant
SPONSORSHIP
$10,000 1 grant
UNRESTRICTED SUPPORT OF THE ORGANIZATIONS MISSION
$10,000 1 grant

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.

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