Civic Intelligence

North Dakota CPA Society Foundation

EIN 23-7396686 • 501(c)3 • Grand Forks, ND

Pub. 78 Eligible990-N Coverage

Profile

To promote educational or other activities related to the study, practice, or teaching of accounting and related fields in accordance with the wishes of the state accounting profession.

3100 S Columbia RoadGrand Forks, ND 58201

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$307,596

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$307,596

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

$14,238

No earlier filing loaded for comparison.

Expenses

$1,896

No earlier filing loaded for comparison.

Net Income

$12,342

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $307,596Net Assets 2021: $307,5962021

Highlighted filing

2021

Assets$307,596
Liabilities-
Net Assets$307,596
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0Revenue 2021: $14,238Expenses 2021: $1,896Net Income 2021: $12,3422021

Highlighted filing

2021

Revenue$14,238
Expenses$1,896
Net Income$12,342
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,596
Liabilities
-
Net assets
$307,596
Revenue
$14,238
Expenses
$1,896
Net income
$12,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.08$3.08$0.14$0.02$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Feb 28, 2021
Signed
Jul 6, 2021
Return Version
2020v4.1
Gross Receipts
$14,238
Mission and Program Overview

Mission

To promote educational or other activities related to the study, practice, or teaching of accounting and related fields in accordance with the wishes of the state accounting profession.

Program Services

DescriptionGrantsExpenses
PROMOTION OF EDUCATIONAL AND OTHER ACTIVITIES REALTED TO THESTUDY, PRACTICE, OR TEACHING OF ACCOUNTING AND REALTED FIELDS INACCORDANCE WITH THE WISHES OF THE STATE ACCOUNTING PROFESSION.$0$896
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETHANY STOCKDILLPresident-$0--
ANNE STOLLVice President-$0--
DEE ANN ELLINGSONSecretary / Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
North Dakota CPA Society Foundation
EIN
23-7396686
Phone
7017757111
Address
3100 S COLUMBIA ROAD, GRAND FORKS, ND 58201

Signing Officer

Name
Bethany Stockdill
Title
President
Phone
7017757111
Signed
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Overmoe & Nelson Ltd
Address
200 1ST AVE N STE 30, GRAND FORKS, ND 58203
Preparer
Sandra Borhart CPA
Phone
7017460437
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 80.”

Form 990EZ, Part I, Line 16

“LICENSES AND FEES 10.”

Form 990EZ, Part I, Line 16

“OTHER 70.”

Form 990EZ, Part I, Line 16

“Section 481 adjustment 1000.”

Form 990EZ, Part I, Line 20

“Prior year accumulated unrealized gain 52205.”

Form 990EZ, Part I, Line 20

“Current year unrealized gain 30239.”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRE SATLER
IRS990EZ/BooksInCareOfDetail/PhoneNum07017757111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03100 S COLUMBIA RD STE 500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAND FORKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd058201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0212810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0307596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07255
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012342
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0644
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0212810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0307596
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014238
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06983
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0212810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0307596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0212810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0307596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETHANY STOCKDILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE STOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEE ANN ELLINGSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt082444
IRS990EZ/OtherExpensesTotalAmt01160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL OR OTHER ACTIVITIES RELATED TO THE STUDY, PRACTICE, OR TEACHING OF ACCOUNTING AND RELATED FIELDS IN ACCORDANCE WITH THE WISHES OF THE STATE ACCOUNTING PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF EDUCATIONAL AND OTHER ACTIVITIES REALTED TO THESTUDY, PRACTICE, OR TEACHING OF ACCOUNTING AND REALTED FIELDS INACCORDANCE WITH THE WISHES OF THE STATE ACCOUNTING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0896
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01896
IRS990EZ/TotalProgramServiceExpensesAmt0896
IRS990EZ/TotalRevenueAmt014238
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: RAFFLES 2016: 5777. 2017: 13620. 2018: 2495. 2019: 4030. 2020: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt049958
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08778
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066947
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04030
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05777
IRS990ScheduleA/OtherIncome170Grp/TotalAmt025922
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34980
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.32660
IRS990ScheduleA/PublicSupportTotal170Amt049958
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014575
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt049958
IRS990ScheduleA/TotalSupportAmt0142827
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSE 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES AND FEES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION 481 ADJUSTMENT 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR ACCUMULATED UNREALIZED GAIN 52205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CURRENT YEAR UNREALIZED GAIN 30239.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY STOCKDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07017757111
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH DAKOTA CPA SOCIETY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0237396686
ReturnHeader/Filer/PhoneNum07017757111
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 S COLUMBIA ROAD
ReturnHeader/Filer/USAddress/CityNm0GRAND FORKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OVERMOE & NELSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE N STE 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND FORKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058203
ReturnHeader/PreparerPersonGrp/PhoneNum07017460437
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA BORHART CPA
ReturnHeader/ReturnTs02021-07-13T13:06:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETHANY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOCKDILL
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

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