Civic Intelligence

Aicpa Benevolent Fund Inc.

990 • Fiscal year 2011 • EIN 13-6168775

Aug 01, 2010 to Jul 31, 2011 • Filed on Mar 14, 2012

Organization ProfileWWW.AICPA.ORG
220 Leigh Farm Road27707
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$7,037,523

Up $822,993 (+13%) from 2010

Net Assets

Up

$7,029,330

Up $814,800 (+13%) from 2010

Liabilities

Up

$8,193

Up $8,193 from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$424,903

Up $136,916 (+48%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,214,530Liabilities 2010: $0Net Assets 2010: $6,214,5302010Assets 2011: $7,037,523Liabilities 2011: $8,193Net Assets 2011: $7,029,3302011Assets 2012: $7,337,736Liabilities 2012: $0Net Assets 2012: $7,337,7362012Assets 2013: $8,144,833Liabilities 2013: $2,640Net Assets 2013: $8,142,1932013Assets 2014: $8,821,140Liabilities 2014: $2,015Net Assets 2014: $8,819,1252014Assets 2015: $9,189,982Liabilities 2015: $6,488Net Assets 2015: $9,183,4942015Assets 2016: $9,107,196Liabilities 2016: $1,801Net Assets 2016: $9,105,3952016Assets 2017: $9,841,611Liabilities 2017: $364,758Net Assets 2017: $9,476,8532017Assets 2018: $8,451,224Liabilities 2018: $694Net Assets 2018: $8,450,5302018Assets 2019: $10,207,316Liabilities 2019: $13,850Net Assets 2019: $10,193,4662019Assets 2020: $11,750,530Liabilities 2020: $3,779Net Assets 2020: $11,746,7512020Assets 2021: $13,348,018Liabilities 2021: $22,196Net Assets 2021: $13,325,8222021Assets 2022: $10,990,699Liabilities 2022: $25,755Net Assets 2022: $10,964,9442022Assets 2023: $12,586,185Liabilities 2023: $17,831Net Assets 2023: $12,568,3542023Assets 2024: $13,955,808Liabilities 2024: $71,648Net Assets 2024: $13,884,1602024

Highlighted filing

2011

Assets$7,037,523
Liabilities$8,193
Net Assets$7,029,330
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $287,9872010Expenses 2011: $424,9032011Expenses 2012: $154,6282012Expenses 2013: $512,5272013Revenue 2014: $566,384Expenses 2014: $421,737Net Income 2014: $144,6472014Revenue 2015: $734,164Expenses 2015: $336,449Net Income 2015: $397,7152015Revenue 2016: $671,105Expenses 2016: $317,716Net Income 2016: $353,3892016Revenue 2017: $2,338,024Expenses 2017: $846,696Net Income 2017: $1,491,3282017Revenue 2018: $493,758Expenses 2018: $811,700Net Income 2018: -$317,9422018Revenue 2019: $496,698Expenses 2019: $269,922Net Income 2019: $226,7762019Revenue 2020: $580,023Expenses 2020: $266,561Net Income 2020: $313,4622020Revenue 2021: $816,916Expenses 2021: $305,634Net Income 2021: $511,2822021Revenue 2022: $509,981Expenses 2022: $303,614Net Income 2022: $206,3672022Revenue 2023: $447,652Expenses 2023: $322,196Net Income 2023: $125,4562023Revenue 2024: $775,689Expenses 2024: $332,407Net Income 2024: $443,2822024

Highlighted filing

2011

Revenue-
Expenses$424,903
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2010 to Jul 31, 2011
Signed
Mar 14, 2012
Return Version
2010v3.4
Gross Receipts
$2,257,204
Mission and Program Overview

Mission

To provide financial assistance to needy members of the american institute of certified public accountants and their families.

Filing and Contact Details

Filer

EIN
13-6168775
Raw XML AppendixShowing 400 of 485 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE BENEVOLENT FUND IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE BENEVOLENT FUND HAS NO UNRECOGNIZED TAX BENEFITS AT JULY 31, 2011 AND 2010. THE BENEVOLENT FUND'S U.S. FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2008 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. AS OF JULY 31, 2011 AND 2010, THE BENEVOLENT FUND DID NOT RECOGNIZE ANY INTEREST AND PENATIES ASSOCIATED WITH TAX MATTERS.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE BENEVOLENT FUND DOES NOT COMPENSATE ANY OF ITS OFFICERS, BOARD MEMBERS OR MANAGEMENT. APPOINTMENT TO THE BOARD IS ENTIRELY VOLUNTARY. ACCORDING TO THE AICPA BENEVOLENT FUND BY-LAWS, THE AICPA, A RELATED ORGANIZATION, SHALL APPOINT A STAFF PERSON OF THE AICPA TO BE THE SECRETARY/TREASURER OF THE FUND.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE MEMBERS OF THE FUND SHALL BE THOSE PERSONS WHO, FROM TIME TO TIME, ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF THE AICPA.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PRESIDENT AND APPOINTED MEMBERS SHALL CONSTITUTE THE FUND'S BOARD OF TRUSTEES. THE AICPA SHALL APPOINT A SECRETARY/TREASURER TO THE FUND. THIS PERSON SHALL BE A STAFF PERSON OF THE AICPA AND WILL BE DEEMED AN OFFICER OF THE FUND.
IRS990ScheduleO/GeneralExplanation/Explanation2EVERY MEMBER OF THE BENEVOLENT FUND SHALL BE ENTITLED TO ATTEND ALL MEETINGS OF THE FUND AND TO CAST A VOTE UPON MATTERS BROUGHT BEFORE SUCH MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation3AN INDEPENDENT CPA TAX PROFESSIONAL PREPARES FORM 990 AND BOARD MEMBERS FEEL THAT THIS IS THE APPROPRIATE FIDUCIARY PROCESS. THE AUDIT COMMITTEE'S ROLE IS TO EVALUATE THE PERSON OR FIRM HIRED TO PREPARE THE RETURN AND DETERMINE IF IT IS APPROPRIATELY FILED.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5JANET PARKEY - 863 EBENEZER ROAD, KNOXVILLE, TN 37923. JEFFERY HOOPS - 5 TIMES SQUARE, NEW YORK, NY 10036. BERYL H. DAVIS - 247 MAITLAND AVE, ALTAMONTE SPRINGS, FL 32701. ROBERT L. ISRAELOFF - 1225 FRANKLIN AVENUE, SUITE 200, GARDEN CITY, NY 11530. JOHN SCHIFFMAN - 23 BANK STREET, LEBANON, NH 03766. LONNIE STOCKWELL - 451 FLORIDA BLVD, 6TH FL, LA2-245, BATON ROUGE, LA 70801. ROBERT HENN - 14509 HAYES STREET, OVERLAND PARK, KS 66221. STEVEN VOYNICH - 5637 WHITEVILLE ROAD, COLUMBUS, GA 31914. EMILY BALLARD - 1670 BROADWAY, STE 300, DENVER, CO 80202.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 752,262.
IRS990ScheduleO/GeneralExplanation/Explanation7THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier4CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier5CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10220 LEIGH FARM ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0DURHAM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode027707
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0130432265
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(6)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0DC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0MEMBERSHIP ORGANIZATION FOR THE ACCOUNTING PROFESSION
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0L
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1M
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType2N
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NY

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,037,523
Liabilities
$8,193
Net assets
$7,029,330
Revenue
-
Expenses
$424,903
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.07$13.9$0.78$0.33$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.02$12.6$0.45$0.32$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.03$11.0$0.51$0.30$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.02$13.3$0.82$0.31$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.7$0.58$0.27$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.01$10.2$0.50$0.27$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.45$0.00$8.45$0.49$0.81$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$0.36$9.48$2.34$0.85$1.49
2016Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.67$0.32$0.35
2015Detailed filing. Detailed filing data is available for this year.$9.19$0.01$9.18$0.73$0.34$0.40
2014Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.57$0.42$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.14$0.00$8.14$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.00$7.34$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$0.01$7.03$0.42
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.00$6.21$0.29