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Massachusetts Society Of Enrolled Agents Inc

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
$78.1k (2024)

Expenses
$94.1k (2024)

Total Assets
$62.7k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,056
Expenses
$94,094
Net Income
-$16,038
Net Assets
$62,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,065
68.0%
Investment Income $117
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,665
Total Liabilities $0
Net Assets $62,665
Compensation
Key Employees and Officers Compensation Other
President Marilyn Brodeur Ea (President) $3,250 $0
Paul Massa Ea (Member) $3,000 $0
Director Gregory Zakarian Ea (Director) $2,800 $0
Director Amit Johar Ea (Director) $2,500 $0
Scott Franklin Ea (Member) $2,500 $0
Mary Ellen Fillo Ea (Member) $1,500 $0
Elizabeth Logan Ea (Member) $1,250 $0
1st Vp Mason Klinck Ea (Vice President) $1,000 $0
Jill Lockheart Ea (Member) $1,000 $0
2nd Vp Thomas Fitzpatrick Iv Ea Cpa (Vice President) $0 $0
Treasurer Jonathan Green Ea (Treasurer) $0 $0
Secretary Karen Cappetelli Ea (Secretary) $0 $0
Director Tracie Drouin Ea Mst (Director) $0 $0
Director Patricia Boutilette Ea (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,326
Expenses
$72,319
Net Income
$1,007
Net Assets
$78,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,211
99.8%
Investment Income $115
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,083
Total Liabilities $8,380
Net Assets $78,703
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Di) $24,000 $0
Marilyn Brodeur Ea (President) $600 $0
Mason Klinck Ea (1 St Vice Pre) $600 $0
Gregory Zakarian Ea (Director) $600 $0
Jill Lockheart Ea (Director) $600 $0
Lisa Wright Ea Mst (Secretary) $0 $0
Nate Zielonka Ea (2 Nd Vice Pre) $0 $0
Jonathan Green Ea (Treasurer) $0 $0
Tom Fitzpatrick Ea (Director) $0 $0
Tracie Drouin Ea Mst (Director) $0 $0
Janet Benson Ea (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,517
Expenses
$56,823
Net Income
$13,694
Net Assets
$80,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,730
67.7%
Investment Income $86
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $711
1.0%
Assets/Debt
Total Assets $87,091
Total Liabilities $6,139
Net Assets $80,952
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Director) $18,000 $0
John Pearson (Treasurer) $600 $0
Amit Johar (President) $600 $0
Marilyn Brodeur (2nd Vice President) $600 $0
Mason Klinck (Director) $600 $0
Elizabeth Logan (Past President) $0 $0
Paul Hewick (1st Vice President) $0 $0
Lisa Wright (Secretary) $0 $0
Nate Zielonka (Director) $0 $0
Jonathan Green (Director) $0 $0
Tom Fitzpatrick (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,969
Expenses
$44,801
Net Income
$5,168
Net Assets
$67,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,615
63.3%
Investment Income $100
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,058
2.1%
Assets/Debt
Total Assets $90,187
Total Liabilities $22,929
Net Assets $67,258
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Director) $20,000 $0
Elizabeth Logan (Past President) $1,900 $0
John Pearson (Treasurer) $1,200 $0
Amit Johar (President) $1,200 $0
Lisa Wright (Secretary) $750 $0
Paul Hewick (2nd Vice President) $0 $0
Marilyn Brodeur (Director) $0 $0
Nate Zielonka (Director) $0 $0
Nando Pellegrino (1st Vice President) $0 $0
Mamta Chowdhary (Director) $0 $0
Mason Klinck (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,144
Expenses
$115,302
Net Income
-$10,158
Net Assets
$62,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,924
79.8%
Investment Income $224
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $359
0.3%
Other Revenue $2,703
2.6%
Assets/Debt
Total Assets $71,470
Total Liabilities $9,380
Net Assets $62,090
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Director) $24,000 $0
John Warren (Past President) $2,600 $0
Lisa Wright (Secretary) $1,050 $0
Jessica Prince (Director) $900 $0
Mark Lawless (Director) $900 $0
John Pearson (Treasurer) $650 $0
Elizabeth Logan (President) $500 $0
Paul Hewick (1st Vice President) $0 $0
Marilyn Brodeur (Director) $0 $0
Nate Zielonka (Director) $0 $0
Nando Pellegrino (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,358
Expenses
$105,130
Net Income
$228
Net Assets
$72,248
Notable Sources of Revenue Percent of Total Revenue
Contributions $250
0.2%
Program Services $69,489
66.0%
Investment Income $256
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,357
1.3%
Other Revenue $6,508
6.2%
Assets/Debt
Total Assets $88,284
Total Liabilities $16,036
Net Assets $72,248
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Director) $8,333 $0
Elizabeth Logan (President) $2,025 $0
John Pearson (Secretary) $1,625 $0
John Warren (Past President) $1,000 $0
Mark Lawless (Director) $975 $0
Amit Johar (Director) $900 $0
Jessica Prince (Director) $900 $0
Lisa Wright (Director) $900 $0
Geetu Wallecha (1st Vice President) $650 $0
Paul Hewick (2nd Vice President) $0 $0
Marilyn Brodeur (Director) $0 $0
Dale Lewis (Treasurer) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,061
Expenses
$118,417
Net Income
-$10,356
Net Assets
$72,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $25
0.0%
Program Services $88,405
81.8%
Investment Income $272
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,305
1.2%
Assets/Debt
Total Assets $86,025
Total Liabilities $14,005
Net Assets $72,020
Compensation
Key Employees and Officers Compensation Other
John Warren (President) $0 $0
Mark Lawless (Director) $0 $0
Dale Lewis (Treasurer) $0 $0
Elizabeth Logan (Vice President) $0 $0
Geetu Wallecha (Director) $0 $0
John Pearson (Vice President) $0 $0
Al Juppe (Director) $0 $0
Nate Zielonka (Director) $0 $0
Richard Sweeney (Director) $0 $0
Joyce Mohr (Past President) $0 $0
Vincent Valvo (Executive Dir.) $0 $0
Amit Johar (Secretary) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$115,208
Expenses
$104,625
Net Income
$10,583
Net Assets
$83,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,540
5.7%
Program Services $74,970
65.1%
Investment Income $168
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $180
0.2%
Assets/Debt
Total Assets $91,617
Total Liabilities $8,593
Net Assets $83,024
Compensation
Key Employees and Officers Compensation Other
Vincent Valvo (Executive Dir.) $20,000 $0
John Warren (President) $0 $0
Judith Kellogg (Vice President) $0 $0
Dale Lewis (Secretary) $0 $0
Elizabeth Logan (Vice President) $0 $0
Dean Marzullo (Director) $0 $0
John Pearson (Treasurer) $0 $0
Al Juppe (Director) $0 $0
Nate Zielonka (Director) $0 $0
Paul Hewick (Director) $0 $0
Gabrielle Rene (Director) $0 $0
Joyce Mohr (Past President) $0 $0
Amit Johar (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,927
Expenses
$129,208
Net Income
$1,719
Net Assets
$72,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,250
1.0%
Program Services $108,546
82.9%
Investment Income $21
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $93,849
Total Liabilities $20,951
Net Assets $72,898
Compensation
Key Employees and Officers Compensation Other
John Warren (President) $0 $0
Judith Kellogg (Vice President) $0 $0
Dale Lewis (Vice President) $0 $0
Beth Logan (Treasurer) $0 $0
Dean Marzullo (Secretary) $0 $0
Joan Sethi (Director) $0 $0
Al Juppe (Director) $0 $0
Nate Zielonka (Director) $0 $0
Paul Hewick (Director) $0 $0
Gabrielle Rene (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,978
Expenses
$113,672
Net Income
$17,306
Net Assets
$70,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,019
2.3%
Program Services $107,871
82.4%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,364
Total Liabilities $23,883
Net Assets $70,481
Compensation
Key Employees and Officers Compensation Other
Joyce Ann Mohr (President) $0 $0
Wayne Cook (Vice Pres) $0 $0
Dale Lewis (Vice Pres) $0 $0
Ralph W Macdonald (Treasurer) $0 $0
John Warren (Secretary) $0 $0
Shantilal T Patel (Director) $0 $0
Dean Marzullo (Director) $0 $0
Paul Hewick (Director) $0 $0
Scott Alving (Director) $0 $0
Judith Kellogg (Director) $0 $0
Gabriel Rene (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$174,814
Expenses
$149,527
Net Income
$25,287
Net Assets
$53,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $154,675
88.5%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $84,552
Total Liabilities $31,377
Net Assets $53,175

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$120,114
Expenses
$116,961
Net Income
$3,153
Net Assets
$27,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,472
83.6%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,645
Total Liabilities $30,757
Net Assets $27,888

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

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

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,627
Expenses
$116,785
Net Income
$2,842
Net Assets
$24,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,454
82.3%
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,340
1.1%
Assets/Debt
Total Assets $32,482
Total Liabilities $7,547
Net Assets $24,935

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$101,546
Expenses
$101,191
Net Income
$355
Net Assets
$22,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,629
82.4%
Investment Income $34
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,565
1.5%
Assets/Debt
Total Assets $23,951
Total Liabilities $1,858
Net Assets $22,093

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
2006

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

Fiscal Year Ending June
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

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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