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US nonprofit · EIN 200629203 · Metairie, LAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 200629203) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 September 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Exemption status IRS Automatic Revocation of Exemption List (posted to 13 October 2026).Licence US Federal Government public domain.How we handle data

CPA Society Executives Association Cpasea

Revenue
$246k
year to 30 September 2025
Expenses
$107k
year to 30 September 2025
Total assets
$622k
$0 liabilities
Net assets
$622k
assets less liabilities
Directors and trustees
7
3.3y av
Staff
0
employees, year to 30 September 2025
Left since last filing
2
29% of the board
Voting members
7
reported in Part VI
Exemption reinstated on 15 February 2013. The IRS had automatically revoked it on 15 February 2013 (after three years without a return). Source: IRS Automatic Revocation of Exemption List, posted to 13 October 2026.
How am I connected?

CPA Society Executives Association Cpasea's network

7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - 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.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 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Alicia GelinasDirector2025
1 yr
Allen LloydDirector2024
2 yrs
Crista BursonPresident Elect2021
5 yrs
Jeannine BirminghamImmediate Past President2021
5 yrs
Jodi Ann RayPresident2022
4 yrs
Oliver YandleSecretary/Treasurer2024
2 yrs
Shelly WeirDirector2025
1 yr
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Jeannine BirminghamImmediate Past President1$0
Jodi Ann RayPresident1$0
Alicia GelinasDirector1$0
Oliver YandleSecretary/Treasurer1$0
Allen LloydDirector1$0
Crista BursonPresident Elect1$0
Shelly WeirDirector1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
CPA Society Executives Association Cpasea
EIN
200629203
Address
3850 N Causeway Blvd Ste 1650, Metairie, LA, 70002-8119
State
Louisiana
Mission
Members to achieve excellence in the leadership and management of their organizations, provide resources, a forum for networking and communication. (as filed on the Form 990)
Activity (NTEE)
Y03 Mutual and membership benefit
IRS classification
501(c)06 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Mutual & Membership Benefit
Size band
5 (IRS master file code)
Formed
1994
Principal officer
Crista Burson (as named on the Form 990)
IRS ruling date
1 July 2014
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025

Most connected

Longest observed on the filings

≥5years on the filingsCrista Burson
≥5years on the filingsJeannine Birmingham
≥4years on the filingsJodi Ann Ray
≥2years on the filingsAllen Lloyd

Latest return

year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.
Total assets
$622k
Total liabilities
$0
Net assets or fund balances
$622k
Contributions and grants received
$180k
Program service revenue
$66k
Grants and similar paid out
$31k
Employees
0

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$203k$223kDeficit $20k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Aicpa$8k