named programs · 1 · from sources
What they call their work
Continuing Professional Education (CPE) Programs
Offers in-person and online courses fulfilling mandatory CPE requirements for CPAs in New York State, covering accounting, auditing, ethics, and tax topics.
activities · 1 group
What they do
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Professional Education and Certification for Financial and Estate Planners 1 activity
- Provide continuing education to certified public accountantsOffers lifelong continuing education programs for certified public accountants in New York State.
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financials · form 990 · fy2024
revenue
Total revenue$2.71M
Contributions & grants$1.34M50%
Program service revenue$1.36M50%
Investment income$7K0%
Other revenue$0
expenses
Total expenses$2.71M
Program expenses72%
Admin / overhead28%
Fundraising0%
Salaries & benefits$1.56M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$625K
Cash$431K
Investments$120K
Liabilities$1.75M
Net assets$-1.13M
Liquid reserves2.4 mo
6 years on record · 2019–2024 · YoY revenue -5.1%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 8
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| CALVIN HARRIS CPA | CHIEF EXECUTIVE OFFICER | 6 | $479K |
| PATRICK PAYANO CPA | CHIEF FINANCIAL OFFICER | 14 | $353K |
| AMY WILLIAMS | CHIEF OPERATING OFFICER | 3 | $269K |
| TIMOTHY TWOFOOT BOULETTE ESQ | GENERAL COUNSEL | 11 | $231K |
| ANTOINE JULIAN FLETCHER | DIRECTOR-HUMAN RESOURCES | 8 | $199K |
| XIOMARA FOX | MANAGER-MEMBER SERVICES | 3 | $192K |
| EMILY FRIZZELL | CHIEF MARKETING & COMMUNICATIONS DIR | 11 | $191K |
| ONYI ATANMO | MARKETING AND COMMUNICATIONS MANAGER | 34 | $139K |
board members · 9
- BARBARA MARINO CPA — IMMEDIATE PAST PRESIDENT
- GEORGE RUBINO CPA — TRUSTEE
- J MICHAEL KIRKLAND CPA — PRESIDENT
- KENNEETH GRALAK CPA — PRESIDENT-ELECT
- MAGDALENA CZERNIAWSKI CPA — TRUSTEE
- PATRICIA JOHNSON CPA — TRUSTEE
- SHARI E BERK CPA — TRUSTEE
- STEVEN M MORSE CPA — TRUSTEE
- WILLIAM H DRESNACK CPA — SECRETARY/TREASURER
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.