Civic Intelligence

The Ohio CPA Foundation

EIN 31-6052485 • 501(c)3 • Columbus, OH

Profile

The ohio cpa foundation was formed in 1963 and its mission is to support accounting & financial literacy education & programs to interest students in selecting accounting as their major to become future cpas.

4249 Easton Way No 150Columbus, OH 43219

www.ohioscpa.com

Siviq Scores

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

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.16x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$597,823

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 52.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,192,549

Down $222,057 (-5.0%) from 2021

Liabilities

Up

$90,748

Up $9,633 (+12%) from 2021

Net Assets

Down

$4,101,801

Down $231,690 (-5.3%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin68th percentile

Revenue

Up

$612,444

Up $197,186 (+47%) from 2021

Expenses

Up

$375,460

Up $38,009 (+11%) from 2021

Net Income

Up

$236,984

Up $159,177 (+205%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,305,723Liabilities 2010: $86,500Net Assets 2010: $2,219,2232010Assets 2011: $2,435,372Liabilities 2011: $68,110Net Assets 2011: $2,367,2622011Assets 2012: $2,445,363Liabilities 2012: $21,424Net Assets 2012: $2,423,9392012Assets 2013: $2,853,961Liabilities 2013: $18,357Net Assets 2013: $2,835,6042013Assets 2014: $3,094,441Liabilities 2014: $44,984Net Assets 2014: $3,049,4572014Assets 2015: $3,327,104Liabilities 2015: $80,795Net Assets 2015: $3,246,3092015Assets 2016: $3,492,777Liabilities 2016: $280,875Net Assets 2016: $3,211,9022016Assets 2020: $3,238,750Liabilities 2020: $91,904Net Assets 2020: $3,146,8462020Assets 2021: $4,414,606Liabilities 2021: $81,115Net Assets 2021: $4,333,4912021Assets 2022: $4,192,549Liabilities 2022: $90,748Net Assets 2022: $4,101,8012022

Highlighted filing

2022

Assets$4,192,549
Liabilities$90,748
Net Assets$4,101,801
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $191,6482010Expenses 2011: $180,0022011Expenses 2012: $137,9182012Expenses 2013: $159,2532013Revenue 2014: $316,211Expenses 2014: $195,389Net Income 2014: $120,8222014Revenue 2015: $388,859Expenses 2015: $263,869Net Income 2015: $124,9902015Revenue 2016: $647,674Expenses 2016: $278,013Net Income 2016: $369,6612016Revenue 2020: $355,696Expenses 2020: $467,252Net Income 2020: -$111,5562020Revenue 2021: $415,258Expenses 2021: $337,451Net Income 2021: $77,8072021Revenue 2022: $612,444Expenses 2022: $375,460Net Income 2022: $236,9842022

Highlighted filing

2022

Revenue$612,444
Expenses$375,460
Net Income$236,984
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,192,549
Liabilities
$90,748
Net assets
$4,101,801
Revenue
$612,444
Expenses
$375,460
Net income
$236,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.09$4.10$0.61$0.38$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.08$4.33$0.42$0.34$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.09$3.15$0.36$0.47$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.28$3.21$0.65$0.28$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.08$3.25$0.39$0.26$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.04$3.05$0.32$0.20$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.02$2.84$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.02$2.42$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.07$2.37$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.09$2.22$0.19
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.2
Gross Receipts
$415,258
Mission and Program Overview

Mission

To inspire and encourage individuals to become cpas who embrace the core values of the accounting profession and serve the public interest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,114,394$4,227,590▲ $1,113,196
Accounts Receivable$95,590$149,250▲ $53,660
Cash and Non-Interest-Bearing Accounts$28,766$37,766▲ $9,000
Total Assets$3,238,750$4,414,606▲ $1,175,856
Liabilities
Grants Payable$53,000$53,500▲ $500
Deferred Revenue$15,513$27,615▲ $12,102
Accounts Payable and Accrued Expenses$23,391$0▼ $23,391
Total Liabilities$91,904$81,115▼ $10,789
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,954,869$4,031,737▲ $1,076,868
Net Assets Without Donor Restrictions$191,977$301,754▲ $109,777
Total Net Assets Fund Balance$3,146,846$4,333,491▲ $1,186,645
Total Liabilities and Net Assets / Fund Balance$3,238,750$4,414,606▲ $1,175,856

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,267,534$27,000▲ $826,257$109,550$3,011,241
2019$2,888,326$1,000▼ $517,049$104,743$2,267,534
2018$2,965,326$168,000▲ $63,000$308,000$2,888,326
2017$2,800,326$284,000▲ $285,000$404,000$2,965,326
2016$2,553,289$78,327▲ $272,915$104,205$2,800,326
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Jay Moeller CPAChair
Scott Wiley CaePresident, Secretary & CEO
Alison Strohm CPATrustee
Andrew PrakelTrustee
Candice Peace CPATrustee
Christopher Igodan CPATrustee
David Brockman CPATrustee
Ebonie Jackson CPATrustee
Press SouthworthTrustee
Robert Fay CPATrustee
William MillerTrustee
Kyle BickhartCOO
Christopher Barrett CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$367,799
Program Service Revenue
$0
Investment Income
$47,459
Other Revenue
$0
All Other Contributions
$367,799
Change in Net Assets
$77,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$401,098
Revenue Not Reported on Financial Statements
$14,160
Revenue Not Reported on Form 990
$1,379,838
Total Revenue per Audited Statements
$1,780,936
Total Revenue per Form 990
$415,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,457
Salaries, Compensation, and Employee Benefits$122,494
Grants and Similar Amounts Paid$59,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$126,105--$126,105
Other Salaries and Wages$122,494--$122,494
Grants to Domestic Individuals$59,500--$59,500
Fees for Service Investment Mgmnt Fees$14,160--$14,160
Fees for Services Accounting$7,000--$7,000
Advertising$5,986--$5,986
Information Technology$1,690--$1,690
All Other Expenses-$516-$516
Total Functional Expenses$336,935$516$0$337,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$594,291
Total Expenses per Form 990$337,451
Expenses per Audited Statements$323,291
Expenses Not Reported on Form 990$271,000
Expenses Not Reported on Financial Statements$14,160
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A related section 501(c)(6) organization appoints the board members of the foundation.”

Form 990, Part VI, Section B, Line 11B

“All filings for the ohio society of certified public accountants, the ohio cpa foundation, and the ohio cpa political action committee must occur prior to the irs filing due dates (including any approved extensions). Prior to the annual filing, the forms are routed through the audit committee first (including the vice-chair of finance) for the review and aproval. Then the forms are posted to the executive board website for two weeks, with notification to the board that they are posted and when the expected filing date is. Following this two-week period, the forms are removed from the site and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The foundation monitors conflicts of interest through an annual disclosure statement made by officers and directors. When a conflict arises, the individual is not permitted to participate in the discussion of the transaction or vote on the matter.”

Form 990, Part VI, Section C, Line 19

“The foundation's financial statements, governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Ohio CPA Foundation
EIN
31-6052485
Phone
6147642727
Address
4249 EASTON WAY NO 150, COLUMBUS, OH 43219

Signing Officer

Name
Scott Wiley
Title
President & CEO
Phone
6147672727
Signed
2022-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Wiley
Formed
1963
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
74

Preparer

Firm
Schneider Downs & Co Inc
Address
65 EAST STATE STREET SUITE 2000, COLUMBUS, OH 43215
Preparer
Melanie Pantalone
Phone
6146214060
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“Income from endowment funds is appropriated based on an approval process through the board of directors. Task forces of the board recommend amounts to be disbursed from the accumulated earnings of the endowment funds, which are then approved for appropriation by the board of directors. The income is spent on various projects that further the foundation's goals of encouraging students to pursue a career in the accounting field.”

PART X, LINE 2:

“The foundation is a nonprofit corporation exempt from income taxes under section 501(c)(3) of the irc. The foundation has not identified any material uncertain tax positions requiring an accrual or disclosure in the financial statements. There were no interest or penalties recognized in the statements of activities and change in net assets for the years ended april 30, 2021 and 2020 related to uncertain tax positions. The foundation is no longer subject to u.s. Federal or state tax examinations for fiscal years prior to 2018.”

Raw XML AppendixShowing 400 of 548 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023391
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt095590
IRS990/AccountsReceivableGrp/EOYAmt0149250
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INSPIRE AND ENCOURAGE INDIVIDUALS TO BECOME CPAS WHO EMBRACE THE CORE VALUES OF THE ACCOUNTING PROFESSION AND SERVE THE PUBLIC INTEREST.
IRS990/AdvertisingGrp/ProgramServicesAmt05986
IRS990/AdvertisingGrp/TotalAmt05986
IRS990/AllOtherContributionsAmt0367799
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0516
IRS990/AllOtherExpensesGrp/TotalAmt0516
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SCOTT WILEY
IRS990/BooksInCareOfDetail/PhoneNum06147642727
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04249 EASTON WAY STE 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043219
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028766
IRS990/CashNonInterestBearingGrp/EOYAmt037766
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0367799
IRS990/CYGrantsAndSimilarPaidAmt059500
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0415258
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt015513
IRS990/DeferredRevenueGrp/EOYAmt027615
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROFESSION AWARENESS PROGRAMS, INCLUDING HIGH SCHOOL ACCOUNTING CAREER DAYS AND STUDENT AMBASSADORS, (INTERNS,) WHO WORK TO ENCOURAGE ACCOUNTING ENROLLMENT AT OHIO COLLEGES AND UNIVERSITIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0151467
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07000
IRS990/FeesForServicesAccountingGrp/TotalAmt07000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt014160
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014160
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT WILEY CAE
IRS990/Form990PartVIISectionAGrp/PersonNm1KYLE BICKHART
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY MOELLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER BARRETT CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID BROCKMAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT FAY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER IGODAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7EBONIE JACKSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9CANDICE PEACE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW PRAKEL
IRS990/Form990PartVIISectionAGrp/PersonNm11PRESS SOUTHWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm12ALISON STROHM CPA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, SECRETARY & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsPayableGrp/BOYAmt053000
IRS990/GrantsPayableGrp/EOYAmt053500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt059500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt059500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0415258
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01690
IRS990/InformationTechnologyGrp/TotalAmt01690
IRS990/InvestmentIncomeGrp/ExclusionAmt047459
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047459
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03114394
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04227590
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE AND ENCOURAGE INDIVIDUALS TO BECOME CPAS WHO EMBRACE THE CORE VALUES OF THE ACCOUNTING PROFESSION AND SERVE THE PUBLIC INTEREST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03146846
IRS990/NetAssetsOrFundBalancesEOYAmt04333491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01108838
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0191977
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0301754
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0126105
IRS990/OtherExpensesGrp/TotalAmt0126105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0122494
IRS990/OtherSalariesAndWagesGrp/TotalAmt0122494
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT WILEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DIVERSITY AND INCLUSION - ACCOUNTING CAREERS AWARENESS PROGRAM (ACAP), CPA CAMP AND ACLA ENCOURAGES STUDENTS TO PURSUE A CAREER IN THE ACCOUNTING FIELD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0126968
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01000
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS AWARDED TO OHIO HIGH SCHOOL STUDENTS AND COLLEGE ACCOUNTING MAJORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt058500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0HIGH SCHOOL ACCOUNTING CAREER DAYS WERE NOT HELD DUE TO COVID-19
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283696
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057500
IRS990/PYInvestmentIncomeAmt072000
IRS990/PYOtherExpensesAmt0281122
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-111556
IRS990/PYSalariesCompEmpBnftPaidAmt0128630
IRS990/PYTotalExpensesAmt0467252
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0355696
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt077807
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0283696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0344177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0372006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0264132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01631810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt047459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt072000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093916
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0347881
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76320
IRS990ScheduleA/PublicSupportPY170Pct00.76410
IRS990ScheduleA/PublicSupportTotal170Amt01510998
IRS990ScheduleA/SubstantialContributorsTotAmt0120812
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0283696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0344177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0372006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0264132
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01631810
IRS990ScheduleA/TotalSupportAmt01979691
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02267534
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt027000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03011241
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0826257
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0109550
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02888326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02267534
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-517049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0104743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02965326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0168000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02888326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0308000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02800326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0284000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02965326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0285000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0404000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02553289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt078327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02800326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272915
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0104205
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0271000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0271000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt0271000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014160
IRS990ScheduleD/ExpensesSubtotalAmt0323291
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt014160
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01108838
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt01379838
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014160
IRS990ScheduleD/RevenueSubtotalAmt0401098
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM ENDOWMENT FUNDS IS APPROPRIATED BASED ON AN APPROVAL PROCESS THROUGH THE BOARD OF DIRECTORS. TASK FORCES OF THE BOARD RECOMMEND AMOUNTS TO BE DISBURSED FROM THE ACCUMULATED EARNINGS OF THE ENDOWMENT FUNDS, WHICH ARE THEN APPROVED FOR APPROPRIATION BY THE BOARD OF DIRECTORS. THE INCOME IS SPENT ON VARIOUS PROJECTS THAT FURTHER THE FOUNDATION'S GOALS OF ENCOURAGING STUDENTS TO PURSUE A CAREER IN THE ACCOUNTING FIELD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NONPROFIT CORPORATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEARS ENDED APRIL 30, 2021 AND 2020 RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0337451
IRS990ScheduleD/TotalRevenuePerForm990Amt0415258
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01780936
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0594291
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt059500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ENSURES THAT THE FUNDS IT PROVIDES STUDENTS ARE USED FOR HIGHER EDUCATION EXPENSES BY MAKING THE PAYMENT DIRECTLY TO EACH RECIPIENT'S COLLEGE OR UNIVERSITY.
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/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt066029
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt11000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0372556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1183377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt017492

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