New York State Society of Enrolled Agent

Nonprofit profile at a glance

EIN
133071929
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Williamsville, NY, USA
Phone
7166881050
Rating confidence
Limited

Official website

Reported finances

Revenue
$136,445
Expenses
$159,825
Assets
$133,056
Liabilities
$18,908

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • DANIEL L COCCIA EA (President)

People named in this filing

  • DANIEL L COCCIA EA (President)
  • KOREEN JERVIS EA (1ST VP)
  • FRANK S LIN EA (2ND VP)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

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.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 25
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -17.1%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 19.4%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: -1.9% per year; rating input score 0; 25th percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 23rd percentile among comparable filings
  • Asset growth: 5.9% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 10/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Officer compensation ratio scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.