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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations CPA Firm Management Association Inc.

CPA Firm Management Association Inc.

Fiscal year ending 2024. Filed on August 15, 2025.

201 East Main Street 810
Lexington, Kentucky 40507

CPA Firm Management Association Inc. (EIN: 52-1330327) has filed an IRS Form 990 since fiscal year 2020. In its fiscal year 2024 IRS Form 990 filing, CPA Firm Management Association Inc., a 501(c)(6) business league, reported compensation for 0 out of 0 total employees.

Revenue, expenses, and employee compensation

Revenue

$513,490

Expenses

$574,620

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year (employee data available for 2020).

Non-Employee Board Members

Daniel Gregory Pafm
Secretary and Treasurer
Jana Cinnamon
Chair
Jeremy Raines
Director at-large
Jon Tonkowich
Director at-large
Kimberly Fitzgerald Pafm
Education Director
Kimberly Russo Pafm
Director of Professional A
Kristine Latchaw Cpa Pafm
Vice Chair
Larry Sheftel Phr Shrm-Cp Pafm
Former Chair
Margot Sunter, Cga, Cpa
Director of Information and Communication
Roman Kepczyk Cpa Citp, Cgma
Advisor
Sarah Snell Pafm
Director of Membership and G
William Reeb Cpa Citp, Cgma
Advisor

Contractors

Amr Management Services
Association Management
$250,164
Marriott Savannah Riverfront
Annual Conference
$149,363

Mission Statement

CPAFMA WILL BE A STRATEGIC ENABLER OF RELATIONSHIPS AND PROVIDER OF VALUABLE CONNECTIONS, RESOURCES AND EDUCATION TO SUPPORT HOLISTIC CPA FIRM PRACTICE MANAGEMENT IN AREAS SUCH AS STRATEGY/PARTNER ISSUES, HUMAN RESOURCES, TECHNOLOGY, FINANCE, MARKETING AND BUSINESS DEVELOPMENT, IN-FIRM COMMUNICATIONS, CLIENT SERVICE, OPERATIONS AND FACILITIES.

Revisions to this organization profile

August 15, 2025:
2024 CPA Firm Management Association Inc. 990 filed
August 5, 2024:
2023 CPA Firm Management Association Inc. 990 filed
July 25, 2023:
2022 CPA Firm Management Association Inc. 990 filed

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