NEW York State Society of Cpas
EIN 131101547 · NY · 501(c)06
The organisation
- 200 MADISON AVE 11TH FL, NEW YORK, NY, 10016-4049, NY 10016-4049
- Size band: 8
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 37 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
Renewal outlook
Medium-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- Mid-size organisation (revenue $8.8m).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2023 | $8.8m | $9.3m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| A'Isha Torrence CPA (also filed as A'Isha Torrence) | VICE PRESIDENT | on filings since 2022 (at least 3y) |
| Andrea M Pagano CPA | DIRECTOR | first appears 2025 |
| Andrew M Mintzer CPA | DIRECTOR-AT-LARGE | first appears 2025 |
| Anthony Chan CPA (also filed as Anthony Chan, Anthony S Chan) | DIRECTOR-AT-LARGE | on filings since 2018 (at least 7y) |
| David G Young CPA (also filed as David Young) | DIRECTOR-AT-LARGE | on filings since 2019 (at least 6y) |
| Elysa K Dauerman CPA | DIRECTOR | first appears 2025 |
| Frank J Decandido CPA (also filed as Frank J Decandido) | DIRECTOR | on filings since 2024 (at least 1y) |
| Jamie L Atkinson CPA | DIRECTOR | first appears 2025 |
| John M Spatola CPA (also filed as John M Spatola) | VICE PRESIDENT | on filings since 2023 (at least 2y) |
| Katelyn Kogan CPA (also filed as Katelyn Kogan) | VICE PRESIDENT | on filings since 2022 (at least 3y) |
| Kelly Mandell-Klumpp CPA (also filed as Kelly Mandell-Klumpp) | DIRECTOR | on filings since 2024 (at least 1y) |
| Kevin Matz CPA ESQ (also filed as Kevin Matz) | PRESIDENT - ELECT | on filings since 2020 (at least 5y) |
| Kevin O'Leary CPA (also filed as Kevin O'Leary, Kevin P O'Leary) | PRESIDENT - ELECT | on filings since 2018 (at least 7y) |
| Kurt J Button CPA (also filed as Kurt J Button) | DIRECTOR | on filings since 2024 (at least 1y) |
| Lenore Sanchez CPA (also filed as Lenore Sanchez) | DIRECTOR | on filings since 2023 (at least 2y) |
| Liren WEI CPA (also filed as Liren WEI) | IMMEDIATE PAST PRESIDENT | on filings since 2020 (at least 5y) |
| Mark Farber CPA (also filed as Mark Farber) | DIRECTOR-AT-LARGE | on filings since 2018 (at least 7y) |
| Mark M Ulrich CPA (also filed as Mark M Ulrich, Mark Ulrich) | DIRECTOR | on filings since 2018 (at least 7y) |
| Mathieu Aimlon CPA | DIRECTOR-AT-LARGE | first appears 2025 |
| Michael R Durant CPA (also filed as Michael R Durant) | DIRECTOR-AT-LARGE | on filings since 2023 (at least 2y) |
| Minhui Koren Chen CPA | DIRECTOR-AT-LARGE | first appears 2025 |
| Nadia Matthie CPA | DIRECTOR-AT-LARGE | first appears 2025 |
| Natalie Verbanac CPA (also filed as Natalie Verbanac) | DIRECTOR | on filings since 2023 (at least 2y) |
| Nicholas P Eells CPA (also filed as Nicholas P Eells) | DIRECTOR | on filings since 2024 (at least 1y) |
| Orume A Hays CPA (also filed as Orume A Hays) | DIRECTOR-AT-LARGE | on filings since 2021 (at least 4y) |
| Philip J London CPA (also filed as Philip J London, Philip London) | DIRECTOR-AT-LARGE | on filings since 2021 (at least 4y) |
| Philip Marciano CPA (also filed as Philip Marciano) | DIRECTOR | on filings since 2023 (at least 2y) |
| Robert J Huether CPA (also filed as Robert J Huether) | DIRECTOR-AT-LARGE | on filings since 2024 (at least 1y) |
| Ronald F Ries CPA (also filed as Ronald F Ries, Ronald Ries) | DIRECTOR | on filings since 2022 (at least 3y) |
| Shmueli Milecki CPA (also filed as Shmueli Milecki) | VICE PRESIDENT | on filings since 2022 (at least 3y) |
| Stephanie Gigliotti CPA (also filed as Stephanie Gigliotti) | DIRECTOR | on filings since 2023 (at least 2y) |
| Steven M Morse CPA (also filed as Steven M Morse, Steven Morse) | DIRECTOR-AT-LARGE | on filings since 2019 (at least 6y) |
| Timothy J Doyle CPA (also filed as Timothy J Doyle) | DIRECTOR | on filings since 2023 (at least 2y) |
| William C Huether CPA (also filed as William C Huether, William Huether) | DIRECTOR-AT-LARGE | on filings since 2021 (at least 4y) |
| William D Ryan CPA (also filed as William D Ryan) | VICE PRESIDENT | on filings since 2023 (at least 2y) |
| William F Schwenk CPA (also filed as William F Schwenk) | DIRECTOR-AT-LARGE | on filings since 2023 (at least 2y) |
| William H Dresnack CPA (also filed as William Dresnack, William H Dresnack) | SECRETARY/TREASURER | on filings since 2018 (at least 7y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| AMY Williams | CHIEF OPERATING OFFICER | since 2024 |
| Antoine Julian Fletcher | DIRECTOR-HUMAN RESOURCES | since 2021 |
| Calvin Harris CPA | CHIEF EXECUTIVE OFFICER | since 2023 |
| Colleen Lutolf | CHIEF MARKETING & COMMUNICATION DIRECTOR | 2018 |
| Craig Mandelbaum | DIRECTOR OF OPERATIONS | 2018 |
| Darryl Adam Jackson | DIRECTOR-MEMBER ACQUISITION AND ENGAGEMENT | since 2020 |
| Emily Frizzell | CHIEF MARKETING AND COMMUNICATIONS DIRECTOR | since 2019 |
| Ernest Markezin | DIRECTOR OF QUALITY ENHANCEMENT | since 2018 |
| Joanne S Barry | OUTGOING CHIEF EXECUTIVE OFFICER | since 2018 |
| Joanne Thelmo | GENERAL COUNSEL | since 2018 |
| Onyi Atanmo | MARKETING & COMMUNICATIONS MANAGER | 2025 |
| Patrick Payano CPA | CHIEF FINANCIAL OFFICER | since 2018 |
| Revira Brennan | OUTGOING CHIEF OPERATING OFFICER | since 2019 |
| Richard Kravitz | EDITOR-IN-CHIEF, CPA JOURNAL | since 2018 |
| Timothy Twofoot Boulette ESQ | GENERAL COUNSEL | since 2022 |
| Xiomara FOX | MANAGER-MEMBER SERVICES | since 2022 |
| Xiong Z Jiang | CONTROLLER | since 2018 |