Civic Intelligence

New York State Association of Enrolled Agents

EIN 13-3071929 • 501(c)6 • Williamsville, NY

Profile

Education, growth and development of Enrolled Agents in NY

7 Noel DriveWilliamsville, NY 14221

www.nyssea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.14x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$31,040

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-8.3%

Faster asset growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-10%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$145,174

Down $16,813 (-10%) from 2023

Liabilities

Down

$7,646

Down $23 (-0.3%) from 2023

Net Assets

Down

$137,528

Down $16,790 (-11%) from 2023

Revenue

Up

$151,804

Up $42,722 (+39%) from 2023

Expenses

Up

$168,594

Up $34,550 (+26%) from 2023

Net Income

Up

-$16,790

Up $8,172 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $59,277Net Assets 2011: $59,2772011Assets 2012: $69,146Net Assets 2012: $69,1462012Assets 2013: $76,931Liabilities 2013: $0Net Assets 2013: $76,9312013Assets 2014: $103,857Liabilities 2014: $0Net Assets 2014: $103,8572014Assets 2015: $98,937Liabilities 2015: $0Net Assets 2015: $98,9372015Assets 2016: $103,495Liabilities 2016: $0Net Assets 2016: $103,4952016Assets 2017: $115,864Liabilities 2017: $0Net Assets 2017: $115,8642017Assets 2018: $142,380Liabilities 2018: $0Net Assets 2018: $142,3802018Assets 2019: $163,383Liabilities 2019: $0Net Assets 2019: $163,3832019Assets 2020: $179,541Liabilities 2020: $18,445Net Assets 2020: $161,0962020Assets 2021: $178,808Liabilities 2021: $9,431Net Assets 2021: $169,3772021Assets 2022: $185,764Liabilities 2022: $6,484Net Assets 2022: $179,2802022Assets 2023: $161,987Liabilities 2023: $7,669Net Assets 2023: $154,3182023Assets 2024: $145,174Liabilities 2024: $7,646Net Assets 2024: $137,5282024

Highlighted filing

2024

Assets$145,174
Liabilities$7,646
Net Assets$137,528

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $96,647Expenses 2011: $85,529Net Income 2011: $11,1182011Revenue 2012: $101,557Expenses 2012: $92,084Net Income 2012: $9,4732012Revenue 2013: $137,268Expenses 2013: $129,483Net Income 2013: $7,7852013Revenue 2014: $145,239Expenses 2014: $118,313Net Income 2014: $26,9262014Revenue 2015: $121,951Expenses 2015: $126,871Net Income 2015: -$4,9202015Revenue 2016: $127,529Expenses 2016: $122,971Net Income 2016: $4,5582016Revenue 2017: $133,673Expenses 2017: $121,304Net Income 2017: $12,3692017Revenue 2018: $154,427Expenses 2018: $127,912Net Income 2018: $26,5152018Revenue 2019: $135,456Expenses 2019: $114,453Net Income 2019: $21,0032019Revenue 2020: $109,248Expenses 2020: $111,535Net Income 2020: -$2,2872020Revenue 2021: $64,612Expenses 2021: $56,331Net Income 2021: $8,2812021Revenue 2022: $108,919Expenses 2022: $99,016Net Income 2022: $9,9032022Revenue 2023: $109,082Expenses 2023: $134,044Net Income 2023: -$24,9622023Revenue 2024: $151,804Expenses 2024: $168,594Net Income 2024: -$16,7902024

Highlighted filing

2024

Revenue$151,804
Expenses$168,594
Net Income-$16,790

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.08$1.38$1.52$1.69$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.08$1.54$1.09$1.34$0.25
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.86$0.06$1.79$1.09$0.99$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.09$1.69$0.65$0.56$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.18$1.61$1.09$1.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.35$1.14$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.54$1.28$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$1.34$1.21$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.28$1.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.22$1.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.45$1.18$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$1.37$1.29$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$1.02$0.92$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$0.97$0.86$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$151,804
Mission and Program Overview

Mission

Education, growth, and development of enrolled agents in ny.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOLDS AN ANNUAL 3-DAY CONFERENCE PROVIDING EDUCATION IN TAXATION, REPRESENTATION, AND ETHICS. OPPORTUNITIES FOR MEETINGS, MEMBERSHIP DEVELOPMENT, AND NETWORKING ARE ALSO AVAILABLE. 80-95 ATTEND.-$70,088
ONE REGIONAL CHAPTER PROVIDED ONE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES FOR ALL NY ENROLLED AGENTS IN ADDITION TO NY CPAS, TAX PREPARERS, ATTORNEYS IN THE AREA OF TAXATION ADN REPRESENTATION. SINCE COVID AND PIVOTING TO THE ZOOM PLATFORM, NYSSEA HAS CREATED AN ONLINE WEBINAR SERIES. WHERE BEFORE WITH LIVE CHAPTER MEETINGS THE OPPORTUNITIES WERE LIMITED TO NY PROFESSIONALS, THIS SERIES ATTRACTS ENROLLED AGENTS, CPAS, TAX PREPARERS, ATTORNEYS ALL OVER THE COUNTRY.-$7,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY R GENTNER EAAssc AdminPT$28,500-$28,500
DANIEL L COCCIA EAPresidentPT$0--
KOREEN JERVIS EA1st VPPT$0--
MATTHEW MEACHEM EA2nd VPPT$0--
LISA L CANCELLARICH EATreasurerPT$0--
VICKI L HERMANN EASecretaryPT$0--
PHYLLIS JO KUBEY EAImm Past PresPT$0--
MARY COLEDirector-$0--
MAKEEVA DARDEN EADirector-$0--
FRANK S LIN EADirector-$0--
MICHELE A EATON EADirector-$0--
EMILIE ARCHAMBEAULT EA CFPDirector-$0--
ANTHONY L CANCELLARICH EAChapter Rep-$0--
DANIEL F MAGRINO EAChapter Rep-$0--
KAREN L BAIR EADirector-$0--
LISA M PELLETIER EAChapter Rep-$0--
Filing and Contact Details

Filer

Filer Name
New York State Society of Enrolled Agent
EIN
13-3071929
Phone
7166881050
Address
7 NOEL DRIVE, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Lisa L Cancellarich Ea
Title
Treasurer
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Skrobacz & Co CPAs PC
Address
5678 Main Street, Williamsville, NY 14221
Preparer
John R Armstrong
Phone
7166332117
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2983

Other Expenses.1005

Travel $158

Other Expenses.1012

Insurance $667

Other Expenses.1

Conferences expense $81589

Other Expenses.2

WEBSITE EXPENSES $10496

Other Expenses.3

Board meeting expenses $10462

Other Expenses.4

TRAINING $8600

Other Expenses.5

Scholarships awarded $5950

Other Expenses.6

Bank and processing fees $5589

Other Expenses.7

COMMUNICATION $2454

Other Expenses.8

PAYROLL PROCESSING $1044

Other Expenses.9

LICENSES AND FEES $500

Other Expenses.10

MERCHANT FEES $467

Other Expenses.11

Printing and postage $222

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $7530

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $6975

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $749

Total Liabilities.1

PAYROLL TAXES - Beginning $899 PAYROLL TAXES - Ending $917

Total Liabilities.2

CONFERENCE DEPOSITS - Beginning $6770 CONFERENCE DEPOSITS - Ending $5980

Raw XML Appendix197 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES EXPENSE $81589
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIPS AWARDED $5950
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LICENSES AND FEES $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MERCHANT FEES $467
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA L CANCELLARICH EA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE SOCIETY OF ENROLLED AGENT
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0133071929
ReturnHeader/Filer/PhoneNum07166881050
ReturnHeader/Filer/USAddress/AddressLine1Txt07 NOEL DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161439025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skrobacz & Co CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05678 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166332117
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R ARMSTRONG
ReturnHeader/ReturnTs02024-11-13T11:10:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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