Civic Intelligence

CPA Society Executives Association

990EZ • Fiscal year 2016 • EIN 20-0629203

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 09, 2017

2400 Veterans Blvd No 500Kenner, LA 70062

(504) 464-1040

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-21%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-1.9%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$56,016

Down $15,154 (-21%) from 2015

Net Assets

Down

$56,016

Down $15,154 (-21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$114,170

Down $2,205 (-1.9%) from 2015

Expenses

Down

$129,324

Down $2,534 (-1.9%) from 2015

Net Income

Up

-$15,154

Up $329 (+2.1%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $43,892Liabilities 2010: $02010Assets 2011: $55,966Liabilities 2011: $02011Assets 2013: $86,076Liabilities 2013: $0Net Assets 2013: $86,0762013Assets 2014: $86,653Liabilities 2014: $0Net Assets 2014: $86,6532014Assets 2015: $71,170Liabilities 2015: $0Net Assets 2015: $71,1702015Assets 2016: $56,016Liabilities 2016: $0Net Assets 2016: $56,0162016Assets 2017: $70,524Liabilities 2017: $0Net Assets 2017: $70,5242017Assets 2018: $82,557Liabilities 2018: $02018Assets 2019: $137,605Liabilities 2019: $0Net Assets 2019: $137,6052019Assets 2020: $168,646Liabilities 2020: $0Net Assets 2020: $168,6462020Assets 2021: $195,670Liabilities 2021: $0Net Assets 2021: $195,6702021Assets 2022: $281,844Liabilities 2022: $0Net Assets 2022: $281,8442022Assets 2023: $502,532Liabilities 2023: $0Net Assets 2023: $502,5322023Assets 2025: $622,145Liabilities 2025: $0Net Assets 2025: $622,1452025

Highlighted filing

2016

Assets$56,016
Liabilities$0
Net Assets$56,016

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $91,328Expenses 2010: $82,826Net Income 2010: $8,5022010Revenue 2011: $101,847Expenses 2011: $90,256Net Income 2011: $11,5912011Revenue 2013: $100,757Expenses 2013: $83,169Net Income 2013: $17,5882013Revenue 2014: $112,919Expenses 2014: $112,342Net Income 2014: $5772014Revenue 2015: $116,375Expenses 2015: $131,858Net Income 2015: -$15,4832015Revenue 2016: $114,170Expenses 2016: $129,324Net Income 2016: -$15,1542016Revenue 2017: $123,165Expenses 2017: $108,657Net Income 2017: $14,5082017Revenue 2018: $133,720Expenses 2018: $121,687Net Income 2018: $12,0332018Revenue 2019: $161,370Expenses 2019: $106,322Net Income 2019: $55,0482019Revenue 2020: $140,625Expenses 2020: $109,584Net Income 2020: $31,0412020Revenue 2021: $42,700Expenses 2021: $15,676Net Income 2021: $27,0242021Revenue 2022: $169,285Expenses 2022: $83,111Net Income 2022: $86,1742022Revenue 2023: $238,135Expenses 2023: $17,447Net Income 2023: $220,6882023Revenue 2025: $246,200Expenses 2025: $107,057Net Income 2025: $139,1432025

Highlighted filing

2016

Revenue$114,170
Expenses$129,324
Net Income-$15,154
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$114,170
Mission and Program Overview

Mission

Members to achieve excellence in the leadership and management of their organizations, provide resources, a forum for networking and communication.

Program Services

DescriptionGrantsExpenses
MEETINGS AND CONFERENCES: PROGRAMS FOR CPA MEMBERSHIP, INCLUDING MEMBERSHIP MEETINGS AND SPONSORED CONFERENCES. ALL MEMBERS ARE INVITED TO AND MAY BENEFIT FROM EVENTS AND CONNECTIONS RELATED TO CPA/SEA.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM O'HALLARONImmediate Past President-$0--
JOANNE BARRYPresident-$0--
RON GITZPresident-Elect-$0--
MIKE COLGANSecretary/Treasurer-$0--
CINDY ADAMSDirector-$0--
RENEE BROWERDirector-$0--
DEBORAH CURRYDirector-$0--
KATHY CASTILLODirector-$0--
SHERRI MCPHERSONDirector-$0--
TODD SHAPIRODirector-$0--
Filing and Contact Details

Filer

Filer Name
CPA Society Executives Association
EIN
20-0629203
Phone
5044641040
Address
2400 VETERANS BLVD NO 500, KENNER, LA 70062

Signing Officer

Name
Ronald Gitz
Title
President-elect
Phone
5044641040
Signed
2017-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Duplantier Hrapmann Hogan & Maher Llp
Address
1615 POYDRAS STREET SUITE 2100, NEW ORLEANS, LA 70112
Preparer
William G Stamm CPA
Phone
5045868866
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: sponsorship. Grantee name: aicpa. Grantee address: po boc 25824 lehigh valley, pa 18002. Amount given: 5,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meetings and conferance. Amount: 119,264. Description: administrative. Amount: 5,060. Total to form 990-ez, line 16: 124,324.

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RONALD GITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05044641040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 VETERANS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15154
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071170
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt0114170
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt033400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071170
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056016
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071170
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM O'HALLARON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON GITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE COLGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RENEE BROWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBORAH CURRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHY CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SHERRI MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TODD SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0124324
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERS TO ACHIEVE EXCELLENCE IN THE LEADERSHIP AND MANAGEMENT OF THEIR ORGANIZATIONS, PROVIDE RESOURCES, A FORUM FOR NETWORKING AND COMMUNICATION.
IRS990EZ/ProgramServiceRevenueAmt024270
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS AND CONFERENCES: PROGRAMS FOR CPA MEMBERSHIP, INCLUDING MEMBERSHIP MEETINGS AND SPONSORED CONFERENCES. ALL MEMBERS ARE INVITED TO AND MAY BENEFIT FROM EVENTS AND CONNECTIONS RELATED TO CPA/SEA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0129324
IRS990EZ/TotalRevenueAmt0114170
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CPASEA.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SPONSORSHIP. GRANTEE NAME: AICPA. GRANTEE ADDRESS: PO BOC 25824 LEHIGH VALLEY, PA 18002. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS AND CONFERANCE. AMOUNT: 119,264. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 5,060. TOTAL TO FORM 990-EZ, LINE 16: 124,324.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD GITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05044641040
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CPA SOCIETY EXECUTIVES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CPAS
ReturnHeader/Filer/EIN0200629203
ReturnHeader/Filer/PhoneNum05044641040
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 VETERANS BLVD NO 500
ReturnHeader/Filer/USAddress/CityNm0KENNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720567396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUPLANTIER HRAPMANN HOGAN & MAHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01615 POYDRAS STREET SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070112
ReturnHeader/PreparerPersonGrp/PhoneNum05045868866
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G STAMM CPA
ReturnHeader/ReturnTs02017-01-09T11:29:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.00$6.22$2.46$1.07$1.39
2023Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$2.38$0.17$2.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$1.69$0.83$0.86
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.43$0.16$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$1.41$1.10$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$1.61$1.06$0.55
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$1.34$1.22$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.23$1.09$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.14$1.29$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.16$1.32$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.13$1.12$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$1.01$0.83$0.18
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$1.02$0.90$0.12
2010Summary only. Only limited summary data is available for this year.$0.44$0.00$0.91$0.83$0.09