New York State Society Of Cpas
Organization summary
Type of Nonprofit
Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $8.76M (2024)
 Expenses $9.33M (2024)
 Total Assets $15.6M (2024)
 Total Liabilities $4.59M (2024)
 Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
    Fiscal Year Ending May
    2024
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,372,762 |  
    84.1%
 | 
| Program Services | $756,244 |  
    8.6%
 | 
| Investment Income | $283,288 |  
    3.2%
 | 
| Bond Proceeds | $0 | |
| Royalties | $210,719 |  
    2.4%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $138,632 |  
    1.6%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $101 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $653,267 |  
    7.0%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,698,430 |  
    28.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $15,645,749 | |
| Total Liabilities | $4,592,323 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Calvin Harris (Chief Executive Officer) | $345,522 | $60,975 | $52,926 | 
| Patrick Payano (Chief Financial Officer) | $174,756 | $101,538 | $64,936 | 
| Timothy Twofoot Boulette (General Counsel) | $140,827 | $60,355 | $18,641 | 
Document Links
990
Filed on April 9, 2025Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,685,669 |  
    86.6%
 | 
| Program Services | $841,929 |  
    9.5%
 | 
| Investment Income | $208,011 |  
    2.3%
 | 
| Bond Proceeds | $0 | |
| Royalties | $209,905 |  
    2.4%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$74,435 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $37 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $1,011,007 |  
    10.7%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,005,064 |  
    21.1%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $15,783,714 | |
| Total Liabilities | $5,023,963 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne Barry (Outgoing Chief Executive Officer) | $248,973 | $78,623 | $35,339 | 
| Ernest Markezin (Director Of Quality Enhancement) | $226,536 | $13,820 | $43,249 | 
| Calvin Harris (Chief Executive Officer) | $157,169 | $49,632 | $23,843 | 
Document Links
990
Filed on April 3, 2024Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $8,773,918 |  
    86.9%
 | 
| Program Services | $825,126 |  
    8.2%
 | 
| Investment Income | $98,685 |  
    1.0%
 | 
| Bond Proceeds | $0 | |
| Royalties | $244,813 |  
    2.4%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $158,221 |  
    1.6%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $180 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $989,233 |  
    12.1%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,117,001 |  
    25.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $15,747,345 | |
| Total Liabilities | $4,259,449 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne Barry (Executive Director) | $370,484 | $116,996 | $53,177 | 
| Ernest Markezin (Director Of Quality Enhancement) | $249,541 | $15,224 | $52,835 | 
| Revira Brennan (Chief Operating Officer) | $143,398 | $60,003 | $23,604 | 
Document Links
990
Filed on April 12, 2023Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $8,223,705 |  
    87.8%
 | 
| Program Services | $641,032 |  
    6.8%
 | 
| Investment Income | $107,868 |  
    1.2%
 | 
| Bond Proceeds | $0 | |
| Royalties | $205,621 |  
    2.2%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $189,825 |  
    2.0%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $1,165 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $906,825 |  
    11.2%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,907,390 |  
    23.6%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,712,929 | |
| Total Liabilities | $4,668,069 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne Barry (Executive Director) | $329,757 | $104,133 | $51,426 | 
| Ernest Markezin (Director Of Quality Enhanc) | $238,672 | $14,560 | $45,606 | 
| Richard Kravitz (Editor In Chief, Cpa Journ) | $137,651 | $0 | $45,673 | 
Document Links
990
Filed on March 30, 2022Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,834,812 |  
    77.6%
 | 
| Program Services | $1,732,896 |  
    17.2%
 | 
| Investment Income | $140,931 |  
    1.4%
 | 
| Bond Proceeds | $0 | |
| Royalties | $287,536 |  
    2.8%
 | 
| Rental Property Income | $16,075 |  
    0.2%
 | 
| Net Fundraising | $0 | |
| Sales of Assets | $44,375 |  
    0.4%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $44,672 |  
    0.4%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $882,724 |  
    8.7%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,193,800 |  
    21.6%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,667,996 | |
| Total Liabilities | $4,492,720 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $326,112 | $108,704 | $48,626 | 
| Ernest Markezin (Director Of Quality Enhancement) | $242,135 | $17,527 | $36,686 | 
| Richard Kravitz (Editor In Chief, Cpa Journal) | $183,725 | $0 | $48,821 | 
Document Links
990
Filed on April 8, 2021Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,996,131 |  
    77.4%
 | 
| Program Services | $2,015,424 |  
    19.5%
 | 
| Investment Income | $108,319 |  
    1.0%
 | 
| Bond Proceeds | $0 | |
| Royalties | $195,995 |  
    1.9%
 | 
| Rental Property Income | $26,063 |  
    0.3%
 | 
| Net Fundraising | $0 | |
| Sales of Assets | -$8,569 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $15 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $842,715 |  
    8.5%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,403,640 |  
    24.3%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,162,906 | |
| Total Liabilities | $5,892,150 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $330,559 | $96,520 | $50,785 | 
| Ernest Markezin (Director Of Quality Enhancement) | $220,472 | $22,472 | $34,949 | 
| Richard Kravitz (Editor In Chief, Cpa Journ) | $181,164 | $0 | $42,105 | 
Document Links
990
Filed on April 13, 2020Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $8,109,348 |  
    71.4%
 | 
| Program Services | $2,914,427 |  
    25.6%
 | 
| Investment Income | $53,101 |  
    0.5%
 | 
| Bond Proceeds | $0 | |
| Royalties | $224,631 |  
    2.0%
 | 
| Rental Property Income | $50,938 |  
    0.4%
 | 
| Net Fundraising | $0 | |
| Sales of Assets | $11,422 |  
    0.1%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $1,237 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $686,185 |  
    6.9%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,701,162 |  
    27.1%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,957,380 | |
| Total Liabilities | $7,190,620 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $309,889 | $116,076 | $30,365 | 
| Ernest Markezin (Director Of Quality Enhancement) | $215,140 | $23,243 | $32,653 | 
| Richard Kravitz (Editor In Chief, Cpa Journal) | $170,263 | $7,094 | $28,658 | 
Document Links
990
Filed on April 10, 2019Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,376,683 |  
    70.2%
 | 
| Program Services | $2,873,638 |  
    27.3%
 | 
| Investment Income | $7,277 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $203,032 |  
    1.9%
 | 
| Rental Property Income | $45,500 |  
    0.4%
 | 
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $844 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $672,241 |  
    6.8%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,952,249 |  
    29.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $13,060,824 | |
| Total Liabilities | $6,693,887 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $306,833 | $114,931 | $29,952 | 
| Ernest Markezin (Director Of Quality Enhancement) | $227,736 | $9,489 | $32,459 | 
| Richard Kravitz (Editor In Chief, Cpa Journal) | $172,028 | $0 | $35,433 | 
Document Links
990
Filed on April 12, 2018Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,361,627 |  
    70.1%
 | 
| Program Services | $2,912,293 |  
    27.7%
 | 
| Investment Income | $6,062 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $231,058 |  
    2.2%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$12,754 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $599 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $641,226 |  
    6.2%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,777,608 |  
    27.0%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,809,494 | |
| Total Liabilities | $7,065,485 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $277,173 | $117,380 | $30,528 | 
| Ernest Markezin (Director Of Quality Enhancement) | $208,868 | $8,138 | $32,926 | 
| Richard Kravitz (Editor In Chief, Cpa Journal) | $162,336 | $0 | $33,298 | 
Document Links
990
Filed on April 13, 2017Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,667,608 |  
    70.3%
 | 
| Program Services | $2,983,689 |  
    27.3%
 | 
| Investment Income | $2,541 |  
    0.0%
 | 
| Bond Proceeds | $0 | |
| Royalties | $279,657 |  
    2.6%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$30,063 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $10,035 |  
    0.1%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $595,463 |  
    5.6%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,906,233 |  
    27.4%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $13,289,709 | |
| Total Liabilities | $7,775,885 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $255,152 | $115,439 | $27,809 | 
| Ernest Markezin (Director Of Qaulity Enhancement) | $199,134 | $7,222 | $29,661 | 
| Mark Rachleff (Peer Review Quality Assurance Manager) | $139,540 | $1,410 | $19,339 | 
Document Links
990
Filed on April 16, 2016Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,600,155 |  
    70.9%
 | 
| Program Services | $2,859,541 |  
    26.7%
 | 
| Investment Income | $8,283 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $253,180 |  
    2.4%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$61 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $4,280 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $488,314 |  
    4.9%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,742,729 |  
    27.5%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,889,530 | |
| Total Liabilities | $7,663,504 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Joanne S Barry (Executive Director) | $230,662 | $102,424 | $19,348 | 
| Ernest Markezin (Director Of Quality Enhancement) | $189,078 | $6,352 | $19,860 | 
| Mark Rachleff (Peer Review Quality Assurance Manager) | $133,202 | $1,346 | $3,830 | 
Document Links
990
Filed on Jan. 14, 2015Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,744,619 |  
    70.7%
 | 
| Program Services | $2,914,135 |  
    26.6%
 | 
| Investment Income | $8,850 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $247,459 |  
    2.3%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $3,312 |  
    0.0%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $38,319 |  
    0.3%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $485,819 |  
    5.4%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,558,276 |  
    28.4%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $9,970,614 | |
| Total Liabilities | $5,505,525 | 
Document Links
990
Filed on June 18, 2014Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,268,158 |  
    69.2%
 | 
| Program Services | $2,955,672 |  
    28.2%
 | 
| Investment Income | $8,933 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $249,857 |  
    2.4%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $9,420 |  
    0.1%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $6,753 |  
    0.1%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $490,816 |  
    5.5%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,527,211 |  
    28.3%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $8,551,124 | |
| Total Liabilities | $6,005,179 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2011
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $7,602,530 |  
    74.0%
 | 
| Program Services | $2,400,562 |  
    23.4%
 | 
| Investment Income | $8,893 |  
    0.1%
 | 
| Bond Proceeds | $0 | |
| Royalties | $254,550 |  
    2.5%
 | 
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $4,674 |  
    0.0%
 | 
| Net Inventory Sales | $0 | |
| Other Revenue | $588 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $622,046 |  
    6.1%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $3,478,714 |  
    34.3%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $7,818,820 | |
| Total Liabilities | $6,830,905 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2007
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending May
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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