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Cpa Firm Management Association Inc

  • Lexington, KY
  • Tax-exempt since Aug. 1985
  • EIN: 52-1330327

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
$295k (2023)

Expenses
$341k (2023)

Total Assets
$327k (2023)

Total Liabilities
$93.1k (2023)

Source: Form 990 tax filings from 2015 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,583
Expenses
$340,841
Net Income
-$46,258
Net Assets
$234,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $207,225
70.3%
Program Services $87,176
29.6%
Investment Income $102
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $80
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $327,280
Total Liabilities $93,127
Net Assets $234,153
Compensation
Key Employees and Officers Compensation Related Other
Larry Sheftel Phr Shrm Cp Pafm (Chair) $0 $0 $0
Jana Cinnamon (Vice Chair) $0 $0 $0
Kristine Latchaw Cpa Pafm (Secretary/Treasurer) $0 $0 $0
Michael Alan Alexander Cpa Pafm (Immediate Past Chair) $0 $0 $0
Lauren Fitch Jd Pafm (Director Of Information & Communication) $0 $0 $0
Daniel Gregory Pafm (Director Of Chapter Development) $0 $0 $0
Kim Fitzgerald Pafm (Director Of Education) $0 $0 $0
Kim Russo Pafm (Director Of Professional Awareness) $0 $0 $0
Sarah Snell Pafm (Director Of Membership & Growth) $0 $0 $0
Margot Sunter Cga Cpa (Director At Large) $0 $0 $0
William Reeb Cpa Citp Cgma (Advisor) $0 $0 $0
Roman Kepczyk Cpa Citp Cgma (Advisor) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 5, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$444,816
Expenses
$558,834
Net Income
-$114,018
Net Assets
$367,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $219,817
49.4%
Program Services $211,883
47.6%
Investment Income $29
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,087
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $420,960
Total Liabilities $53,412
Net Assets $367,548
Compensation
Key Employees and Officers Compensation Related Other
Jeanie Price (Immediate Past Chair) $0 $0 $0
Alan Alexander (Chair) $0 $0 $0
Larry Sheftel (Vice Chair) $0 $0 $0
Jana Cinnamon (Secretary/Treasurer) $0 $0 $0
Kim Fitzgerald (Director) $0 $0 $0
Kim Russo (Director) $0 $0 $0
Daniel Gregory (Director) $0 $0 $0
Kristine Latchaw (Director) $0 $0 $0
Lauren Fitch (Director) $0 $0 $0
Sarah Snell (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 25, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,889
Expenses
$238,557
Net Income
$64,332
Net Assets
$481,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $302,752
100.0%
Investment Income $137
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $609,707
Total Liabilities $128,141
Net Assets $481,566
Compensation
Key Employees and Officers Compensation Related Other
Jeanie Price (Immediate Past Chair) $0 $0 $0
Alan Alexander (Chair) $0 $0 $0
Kim Fitzgerald (Director) $0 $0 $0
Larry Sheftel (Vice Chair) $0 $0 $0
Lauren Fitch (Director) $0 $0 $0
Jana Cinnamon (Secretary/Treas) $0 $0 $0
Kimberly Fantaci (President) $0 $0 $0
Daniel Gregory (Director) $0 $0 $0
Kristine Latchaw (Director) $0 $0 $0
Kimberly Russo (Director) $0 $0 $0
Sarah Snell (Director At Large) $0 $0 $0
Roman Kepczyk (Advisor) $0 $0 $0
Bill Reeb (Advisor) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 31, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$312,458
Expenses
$320,505
Net Income
-$8,047
Net Assets
$417,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $311,686
99.8%
Investment Income $772
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $452,916
Total Liabilities $35,682
Net Assets $417,234
Compensation
Key Employees and Officers Compensation Related Other
Jeanmarie Price (Chair) $0 $0 $0
Alan Alexander (Vice Chair) $0 $0 $0
Kim Fitzgerald (Director) $0 $0 $0
Larry Sheftel (Secretary/Treasurer) $0 $0 $0
Lauren Fitch (Director) $0 $0 $0
Jana Cinnamon (Director) $0 $0 $0
Joyce Arthur (Director) $0 $0 $0
Tiffany Taft (Director) $0 $0 $0
Kristine Latchaw (Director) $0 $0 $0
Sharon Trabbic (Immediate Past Chair) $0 $0 $0
Daniel Gregory (Director At Large) $0 $0 $0
Kimberly Fantaci (President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$364,885
Expenses
$319,693
Net Income
$45,192
Net Assets
$425,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $361,582
99.1%
Investment Income $3,303
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $485,702
Total Liabilities $60,422
Net Assets $425,280

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$339,039
Expenses
$309,056
Net Income
$29,983
Net Assets
$380,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $336,675
99.3%
Investment Income $2,364
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $424,603
Total Liabilities $44,515
Net Assets $380,088

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$535,397
Expenses
$601,921
Net Income
-$66,524
Net Assets
$350,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $535,035
99.9%
Investment Income $362
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $419,805
Total Liabilities $69,700
Net Assets $350,105

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$570,262
Expenses
$542,143
Net Income
$28,119
Net Assets
$416,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $569,875
99.9%
Investment Income $387
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $469,730
Total Liabilities $53,101
Net Assets $416,629

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$400,535
Expenses
$284,967
Net Income
$115,568
Net Assets
$388,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $400,110
99.9%
Investment Income $425
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $429,028
Total Liabilities $40,518
Net Assets $388,510

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

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

PDF

Fiscal Year Ending Dec.
2013

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

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
2004

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

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated