Civic Intelligence

Aicpa Educational Fund Inc

990 • Fiscal year 2013 • EIN 13-3552063

Aug 01, 2012 to Jul 31, 2013 • Filed on Mar 15, 2014

220 Leigh Farm RoadDurham, NC 27707
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,567

Down $1,226 (-44%) from 2012

Net Assets

Down

$1,567

Down $1,226 (-44%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$3,335

No earlier filing loaded for comparison.

Expenses

Up

$4,561

Up $251 (+5.8%) from 2012

Net Income

-$1,226

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2010: $5,337Liabilities 2010: $0Net Assets 2010: $5,3372010Assets 2011: $4,226Liabilities 2011: $0Net Assets 2011: $4,2262011Assets 2012: $2,793Liabilities 2012: $0Net Assets 2012: $2,7932012Assets 2013: $1,567Liabilities 2013: $0Net Assets 2013: $1,5672013Assets 2014: $4,143Liabilities 2014: $3,989Net Assets 2014: $1542014Assets 2015: $2,286Liabilities 2015: $12,2362015Assets 2016: $2,235Liabilities 2016: $14,5202016Assets 2017: $1,278Liabilities 2017: $16,5202017Assets 2018: $1Liabilities 2018: $3442018

Highlighted filing

2013

Assets$1,567
Liabilities$0
Net Assets$1,567

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KExpenses 2010: $5,2722010Expenses 2011: $5,3672011Expenses 2012: $4,3102012Revenue 2013: $3,335Expenses 2013: $4,561Net Income 2013: -$1,2262013Revenue 2014: $3,470Expenses 2014: $4,883Net Income 2014: -$1,4132014Revenue 2015: $1,310Expenses 2015: $11,414Net Income 2015: -$10,1042015Revenue 2016: $3,214Expenses 2016: $5,549Net Income 2016: -$2,3352016Revenue 2017: $1,153Expenses 2017: $3,357Net Income 2017: -$2,2042017Revenue 2018: $852Expenses 2018: $2,558Net Income 2018: -$1,7062018

Highlighted filing

2013

Revenue$3,335
Expenses$4,561
Net Income-$1,226
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Mar 15, 2014
Return Version
2012v2.1
Gross Receipts
$3,335
Mission and Program Overview

Mission

The fund's purpose is to promote and provide for accounting education.

Filing and Contact Details

Filer

EIN
13-3552063
Raw XML Appendix308 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0THE ORGANIZATION PROVIDES SPEAKERS FOR EDUCATIONAL SEMINARS FOR THE ACCOUNTING PROFESSION.
IRS990/AddressPrincipalOfficerUS/AddressLine10220 LEIGH FARM ROAD
IRS990/AddressPrincipalOfficerUS/City0DURHAM
IRS990/AddressPrincipalOfficerUS/State0NC
IRS990/AddressPrincipalOfficerUS/ZIPCode027707
IRS990/AllOtherContributions03330
IRS990/BenefitsPaidToMembersCY00
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IRS990/ContributionsGrantsPriorYear02875
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IRS990/DecisionsSubjectToApproval01
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IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0THE ORGANIZATION PROVIDES SPEAKERS FOR EDUCATIONAL SEMINARS FOR MEMBERS OF THE ACCOUNTING PROFESSION.
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IRS990/DocumentRetentionPolicy01
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
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IRS990/Form990PartVIISectionA/OtherCompensation071760
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0631301
IRS990/Form990PartVIISectionA/Title0SVP FINANCE
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IRS990/GrossReceipts03335
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IRS990/MissionDescription0THE FUND'S PURPOSE IS TO PROMOTE AND PROVIDE FOR ACCOUNTING EDUCATION.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ANTHONY PUGLIESE
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IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-1226
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
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IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-1226
IRS990/RevenuesLessExpensesPriorYear0-1433
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
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IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0130432265
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10AMER INST OF CPA
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(6)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
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IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs050425
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ANTHONY PUGLIESE
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs054283
IRS990ScheduleJ/Form990ScheduleJPartII/Title0SVP FINANCE
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0707984
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0AN OFFICER OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS IS THE SOLE BOARDMEMBER OF THE AICPA EDUCATIONAL FUND, THE AICPA ELECTS THE FUND'S DIRECTOR AND CONTROLS THE EDUCATIONAL FUND.
IRS990ScheduleO/GeneralExplanation/Explanation1NO MEETINGS WERE HELD DURING THE CURRENT YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE RETURN IS REVIEWED BY ANTHONY PUGLIESE, SENIOR VICE PRESIDENT & COO OF THE AICPA, BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation5OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,517. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,517.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER FEES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART IX, LINE 11G
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IRS990/TotalOtherCompensation071760
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IRS990/UponRequest0X
IRS990/WebSite0WWW.AICPA.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01989
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0133552063
ReturnHeader/Filer/Name/BusinessNameLine10AICPA EDUCATIONAL FUND INC
ReturnHeader/Filer/NameControl0AICP
ReturnHeader/Filer/Phone09194024500
ReturnHeader/Filer/USAddress/AddressLine10220 LEIGH FARM ROAD
ReturnHeader/Filer/USAddress/City0DURHAM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027707
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-03-15
ReturnHeader/Officer/Name0ANTHONY PUGLIESE
ReturnHeader/Officer/Phone09194024500
ReturnHeader/Officer/Title0SVP FINANCE
ReturnHeader/PreparerFirm/EIN0221478099
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104 BECKER FARM ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROSELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007068
ReturnHeader/Preparer/Name0THOMAS LANNING
ReturnHeader/Preparer/Phone09732283500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-17T10:05:57-05:00

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