Civic Intelligence

Aicpa Benevolent Fund Inc.

990 • Fiscal year 2016 • EIN 13-6168775

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 14, 2017

Organization ProfileWWW.AICPA.ORG
220 Leigh Farm RoadDurham, NC 27707

(919) 402-4500

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

97th percentile

$833,602

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 124.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-8.6%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$9,107,196

Down $82,786 (-0.9%) from 2015

Net Assets

Down

$9,105,395

Down $78,099 (-0.9%) from 2015

Liabilities

Down

$1,801

Down $4,687 (-72%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin93rd percentile

Revenue

Down

$671,105

Down $63,059 (-8.6%) from 2015

Expenses

Down

$317,716

Down $18,733 (-5.6%) from 2015

Net Income

Down

$353,389

Down $44,326 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2016

Assets$9,107,196
Liabilities$1,801
Net Assets$9,105,395
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

2016

Revenue$671,105
Expenses$317,716
Net Income$353,389
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 14, 2017
Return Version
2015v3.0
Gross Receipts
$2,521,100
Mission and Program Overview

Mission

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

The aipca benevolent fund, inc. Provides temporary financial assistance to members in good standing of the american institute of certified public accountants and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,789,435$7,784,167▼ $5,268
Investments Other Securities$656,708$714,678▲ $57,970
Other Notes and Loans Receivable, Net$297,896$303,728▲ $5,832
Savings and Temporary Cash Investments$371,024$225,090▼ $145,934
Prepaid Expenses and Deferred Charges$7,050$17,650▲ $10,600
Total Assets$9,189,982$9,107,196▼ $82,786
Other Assets Total$67,869$61,883▼ $5,986
Liabilities
Accounts Payable and Accrued Expenses$6,488$1,801▼ $4,687
Total Liabilities$6,488$1,801▼ $4,687
Net Assets / Fund Balance
Unrestricted Net Assets$9,183,494$9,105,395▼ $78,099
Total Net Assets Fund Balance$9,183,494$9,105,395▼ $78,099
Total Liabilities and Net Assets / Fund Balance$9,189,982$9,107,196▼ $82,786

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$714,678--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Robert IsraeloffOutgoing President
Lonnie StockwellPresident
Grant AshleyOUTGOING BOARD Liaison
Elizabeth Mcglinnoutgoing TRUSTEE
Felicia Malteroutgoing TRUSTEE
Alix SmithTrustee
Carter HeimTrustee
David MorganTrustee
Emily BallardTrustee
John ShanktruSTEE
Noel Abdur-rahimtruSTEE
Robert TaylorTrustee
Teresa MasonTrustee
ANTHONY PuglieseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,510
Program Service Revenue
$0
Investment Income
$527,595
Other Revenue
$0
All Other Contributions
$143,510
Change in Net Assets
$353,389

Audited Revenue Reconciliation

Revenue per Audited Statements
$671,105
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-374,285
Total Revenue per Audited Statements
$296,820
Total Revenue per Form 990
$671,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$223,929
Other Expenses$93,787
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$223,929--$223,929
Fees for Service Investment Mgmnt Fees-$47,167-$47,167
Fees for Services Accounting-$15,275-$15,275
Travel-$13,681-$13,681
Fees for Services Other-$7,500-$7,500
Other Expenses-$7,199-$7,199
Conferences and Meetings-$2,574-$2,574
Fees for Services Legal-$391-$391
Total Functional Expenses$223,929$93,787$0$317,716

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$374,919
Expenses per Audited Statements$317,716
Total Expenses per Form 990$317,716
Expenses Not Reported on Form 990$57,203
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The members of the fund shall be those persons who, from time to time, are the members of the board of directors of the aicpa.”

Form 990, Part VI, Section A, line 7A

“The 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.”

Form 990, Part VI, Section A, line 7B

“Every 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.”

Form 990, Part VI, Section B, line 11

“An 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.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Aicpa Benevolent Fund Inc
EIN
13-6168775
Phone
9194024500
Address
220 LEIGH FARM ROAD, DURHAM, NC 27707

Signing Officer

Name
Timothy Laspaluto
Title
Treasurer
Phone
9194024500
Signed
2017-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Pugliese
Formed
1933
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cohnreznick Llp
Address
4 BECKER FARM ROAD, ROSELAND, NJ 07068
Preparer
Thomas Lanning
Phone
9732283500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed since the prior year.”

Financial Statement Notes

Part X, Line 2:

“The Benevolent Fund has no unrecognized tax benefits at July 31, 2016 and 2015. The Benevolent Fund's U.S. Federal income tax returns prior to fiscal year 2013 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, 2016 and 2015, the Benevolent Fund did not recognize any interest and penalties associated with tax matters.”

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IRS990/OtherAssetsTotalGrp/BOYAmt067869
IRS990/OtherAssetsTotalGrp/EOYAmt061883
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHARITABLE REGISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07199
IRS990/OtherExpensesGrp/TotalAmt07199
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0297896
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0303728
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017650
IRS990/PrincipalOfficerNm0ANTHONY PUGLIESE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0148459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0214214
IRS990/PYInvestmentIncomeAmt0585705
IRS990/PYOtherExpensesAmt0122235
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0397715
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0336449
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0734164
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0353389
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0371024
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0229253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0301385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0410883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01233490
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0153774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0126435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0127001
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0136059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0121802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0665071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0153774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0126435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0127001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0136059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0121802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0665071
IRS990ScheduleA/InvestmentIncomeCYPct00.35030
IRS990ScheduleA/InvestmentIncomePYPct00.31030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64970
IRS990ScheduleA/PublicSupportPY509Pct00.68970
IRS990ScheduleA/PublicSupportTotal509Amt01233490
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0229253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0301385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0410883
IRS990ScheduleA/Total509Grp/TotalAmt01233490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0297284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0274894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0356254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0437444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0532685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01898561
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt057203
IRS990ScheduleD/DonatedServicesUseFcltsAmt057203
IRS990ScheduleD/ExpensesNotReportedAmt057203
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0317716
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-431488
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0714678
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INTERNATIONAL CORE LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-374285
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0671105
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Benevolent Fund has no unrecognized tax benefits at July 31, 2016 and 2015. The Benevolent Fund's U.S. Federal income tax returns prior to fiscal year 2013 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, 2016 and 2015, the Benevolent Fund did not recognize any interest and penalties associated with tax matters.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0714678
IRS990ScheduleD/TotalExpensesPerForm990Amt0317716
IRS990ScheduleD/TotalRevenuePerForm990Amt0671105
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0374919
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0223929
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH ASSISTANCE FOR LIVING AND MEDICAL EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL RECIPIENTS ARE REQUIRED TO SUBMIT AN APPLICATION ON A SEMI-ANNUAL BASIS. AFTER REVIEWING THE FACTS, CIRCUMSTANCES AND SUPPORTING DOCUMENTATION FOR EACH APPLICATION, THE BOARD WILL DETERMINE WHETHER TO GRANT, CONTINUE, AMEND OR TERMINATE FINANCIAL ASSISTANCE TO AN APPLICANT OR RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0132210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0571389
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt016500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt074741
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY Pugliese
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0843330
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0the following individual participated in the 457(f) plan: Anthony Pugliese - 18,000
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule J:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2EVERY 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/SupplementalInformationDetail/ExplanationTxt3AN 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/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0130432265
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP ORGANIZATION FOR THE ACCOUNTING PROFESSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0220 LEIGH FARM ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DURHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,107,196
Liabilities
$1,801
Net assets
$9,105,395
Revenue
$671,105
Expenses
$317,716
Net income
$353,389
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
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