Civic Intelligence

Ohio CPA Foundation

990 • Fiscal year 2010 • EIN 31-6052485

May 01, 2009 to Apr 30, 2010 • Filed on Mar 14, 2011

Organization ProfileWWW.OHIOCPA.COM
535 Metro Place South43017
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$2,305,723

No earlier filing loaded for comparison.

Net Assets

$2,219,223

No earlier filing loaded for comparison.

Liabilities

$86,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$191,648

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2010

Assets$2,305,723
Liabilities$86,500
Net Assets$2,219,223
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue-
Expenses$191,648
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2009 to Apr 30, 2010
Signed
Mar 14, 2011
Return Version
2009v1.7
Gross Receipts
$1,097,838
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.

Major Activities

Activity 2
Scholarships awarded to ohio high school students and college accounting majors.
Activity 3
Accounting careers awareness program (acap) and accounting for kids day (afkd): acap encourages students to pursue a career in the accounting field. Afkd involves cpas, finance and business professionals, and college accounting students visiting classrooms around ohio to introduce financial literacy concepts.
Filing and Contact Details

Filer

EIN
31-6052485
Raw XML AppendixShowing 400 of 522 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY040000
IRS990/AccountsPayableAccruedExpenses/EOY040000
IRS990/AccountsReceivable/BOY0208500
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0SCHOLARSHIPS AWARDED TO OHIO HIGH SCHOOL STUDENTS AND COLLEGE ACCOUNTING MAJORS.
IRS990/Activity2/Expense046500
IRS990/Activity2/Grants046500
IRS990/Activity2/Revenue00
IRS990/Activity3/Description0ACCOUNTING CAREERS AWARENESS PROGRAM (ACAP) AND ACCOUNTING FOR KIDS DAY (AFKD): ACAP ENCOURAGES STUDENTS TO PURSUE A CAREER IN THE ACCOUNTING FIELD. AFKD INVOLVES CPAS, FINANCE AND BUSINESS PROFESSIONALS, AND COLLEGE ACCOUNTING STUDENTS VISITING CLASSROOMS AROUND OHIO TO INTRODUCE FINANCIAL LITERACY CONCEPTS.
IRS990/Activity3/Expense074841
IRS990/Activity3/Grants00
IRS990/Activity3/Revenue00
IRS990/ActivityOrMissionDescription0TO SUPPORT ACCOUNTING AND FINANCIAL LITERACY EDUCATION AND PROGRAMS TO INTEREST STUDENTS IN SELECTING ACCOUNTING AS THEIR MAJOR TO BECOME FUTURE CPAS.
IRS990/AddressPrincipalOfficerUS/AddressLine10535 METRO PLACE SOUTH
IRS990/AddressPrincipalOfficerUS/City0DUBLIN
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode043017
IRS990/Advertising/Total00
IRS990/AllOtherContributions0203235
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BalanceSheetAmountsReported0false
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY015989
IRS990/CashNonInterestBearing/EOY049636
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContributionsGrantsCurrentYear0228235
IRS990/ContributionsGrantsPriorYear0997478
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0STUDENT AMBASSADORS (INTERNS) WORK TO ENCOURAGE ACCOUNTING ENROLLMENT AT OHIO COLLEGES AND UNIVERSITIES.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense062697
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total00
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementBoth0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.0
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0JERRY L ESSELSTEIN
IRS990/Form990PartVIISectionA/NamePerson1WILLIAM B LAPLACE
IRS990/Form990PartVIISectionA/NamePerson2JAN CULVER
IRS990/Form990PartVIISectionA/NamePerson3DAVID SIMKO
IRS990/Form990PartVIISectionA/NamePerson4MAGGIE A HOUSTON
IRS990/Form990PartVIISectionA/NamePerson5VALERIE KRUECKEBERG
IRS990/Form990PartVIISectionA/NamePerson6J CLARKE PRICE
IRS990/Form990PartVIISectionA/NamePerson7TOM HAZELBAKER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation672715
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6367348
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0CHAIR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6PRESIDENT
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities018619
IRS990/Gaming0false
IRS990/GovernmentGrants025000
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY046500
IRS990/GrantsAndSimilarAmntsPriorYear058032
IRS990/GrantsPayable/BOY056300
IRS990/GrantsPayable/EOY046500
IRS990/GrantsToDomesticIndividuals/ProgramServices046500
IRS990/GrantsToDomesticIndividuals/Total046500
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0836862
IRS990/GrossReceipts01097838
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/Interest/Total00
IRS990/InvestmentIncomeCurrentYear051360
IRS990/InvestmentIncome/ExclusionAmount032741
IRS990/InvestmentIncomePriorYear0-20488
IRS990/InvestmentIncome/TotalRevenueColumn032741
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0940471
IRS990/InvestmentsPubTradedSecurities/EOY01540839
IRS990/LessCostOthBasisSalesExpenses/Securities0818243
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0THE 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.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0J CLARKE PRICE
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY01934291
IRS990/NetAssetsOrFundBalancesEOY02219223
IRS990/NetGainOrLossInvestments/ExclusionAmount018619
IRS990/NetGainOrLossInvestments/TotalRevenueColumn018619
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear0106892
IRS990/OtherExpensesCurrentYear086761
IRS990/OtherExpenses/Description0ACCT.CAREERS AWARE.PROG.
IRS990/OtherExpenses/Description1ACCT.FOR KIDS PROGRAM
IRS990/OtherExpenses/Description2AMBASSADORS EXPENSES
IRS990/OtherExpenses/Description3MISCELLANEOUS
IRS990/OtherExpenses/ManagementAndGeneral07610
IRS990/OtherExpenses/ProgramServices047974
IRS990/OtherExpenses/ProgramServices126867
IRS990/OtherExpenses/ProgramServices24310
IRS990/OtherExpenses/Total047974
IRS990/OtherExpenses/Total126867
IRS990/OtherExpenses/Total24310
IRS990/OtherExpenses/Total37610
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Fundraising00
IRS990/OtherSalariesAndWages/ManagementAndGeneral00
IRS990/OtherSalariesAndWages/ProgramServices054238
IRS990/OtherSalariesAndWages/Total054238
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ProgramServices04149
IRS990/PayrollTaxes/Total04149
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/BOY01610302
IRS990/PermanentlyRestrictedNetAssets/EOY01921134
IRS990/PledgesAndGrantsReceivable/BOY0865631
IRS990/PledgesAndGrantsReceivable/EOY0715248
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY087947
IRS990/RevenuesLessExpensesPriorYear0756969
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear058387
IRS990/SalariesEtcPriorYear055097
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYear07500
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year015000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years02550
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total025050
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0228235
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0997478
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0443504
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0132650
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0442168
IRS990ScheduleA/GiftsGrantsContribReceived509/Total02244035
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear032741
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year030973
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years050137
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years042830
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years062490
IRS990ScheduleA/GrossInvestmentIncome509/Total0219171
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear032741
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year030973
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years050137
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years042830
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years062490
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0219171
IRS990ScheduleA/InvestmentIncomePercentage00.08898
IRS990ScheduleA/PriorYearSupportPercentage00.90280
IRS990ScheduleA/PriorYrInvestIncomePercentage00.08950
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.90085
IRS990ScheduleA/PublicSupportTotal50902218985
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear07500
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year015000
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years02550
IRS990ScheduleA/SupportFromDQPsEtc/Total025050
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0228235
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0997478
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0443504
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0132650
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0442168
IRS990ScheduleA/Total509/Total02244035
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0260976
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year01028451
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0493641
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0175480
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0504658
IRS990ScheduleA/TotalSupportTotal/Total02463206
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/BoardDesignatedEOYBalance00.05000
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0940471
IRS990ScheduleD/CurrentYear/Contributions0294412
IRS990ScheduleD/CurrentYear/EndOfYearBalance01464609
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0229726
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance01117227
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0940471
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-176756
IRS990ScheduleD/DonatedServicesUseOfFacilities0219000
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities0219000
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExcessOrDeficitForYear087947
IRS990ScheduleD/ExcessOrDeficitPerFS0284932
IRS990ScheduleD/ExpensesNotRptdF9900219000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0-1352
IRS990ScheduleD/ExpensesSubtotal0193000
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0INCOME 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 PROMOTING FINANCIAL LITERACY AND ENCOURAGING STUDENTS TO PURSUE A CAREER IN THE ACCOUNTING FIELD.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ADJUSTMENT TO FINANCIAL STATEMENT AMOUNTS, WHICH WERE ROUNDED TO THE NEAREST THOUSAND DOLLARS: -$420
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ADJUSTMENT TO FINANCIAL STATEMENT AMOUNTS, WHICH WERE ROUNDED TO THE NEAREST THOUSAND DOLLARS: $-1,352
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0INTENDED USES OF ENDOWMENT FUNDS,
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1OTHER CHANGES IN REVENUE,
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2OTHER CHANGES IN EXPENSES,
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART XII, LINE 4B:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2PART XIII, LINE 4B:
IRS990ScheduleD/NetUnrealizedGainsInvestments0196985
IRS990ScheduleD/NetUnrealizedGLOnInvestments0196985
IRS990ScheduleD/OtherExpensesNotIncluded0-1352
IRS990ScheduleD/OtherRevenuesNotIncluded0-420
IRS990ScheduleD/PermanentEndowmentEOYBalance00.78260
IRS990ScheduleD/RevenueNotRptdF9900415985
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-420
IRS990ScheduleD/RevenueSubtotal0280015
IRS990ScheduleD/TermEndowmentEOYBalance00.16740
IRS990ScheduleD/TotalAdjustments0196985
IRS990ScheduleD/TotalExpenses0191648
IRS990ScheduleD/TotalExpensesPerForm9900191648
IRS990ScheduleD/TotalRevenue0279595
IRS990ScheduleD/TotalRevenuePerForm9900279595
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0412000
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0696000
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant046500
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients041
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE FOUNDATION ENSURES THAT THE FUNDS IT PROVIDES TO STUDENTS ARE USED FOR HIGHER EDUCATION EXPENSES BY MAKING THE PAYMENT DIRECTLY TO EACH RECIPIENT'S COLLEGE OR UNIVERSITY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0MONITORING USE OF GRANT FUNDS,
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0false
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0false
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0367348
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs059641
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0J. CLARKE PRICE IS A PARTICIPANT IN THE OHIO CPA SUPPLEMENTAL RETIREMENT/DEFERRED COMPENSATION PLAN. MR. PRICE, WHOSE COMPENSATION IS ENTIRELY PAID BY THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (A RELATED SECTION 501(C)(6) ORGANIZATION), RECEIVED A CONTRIBUTION OF $40,000 TO THE PLAN DURING THE YEAR.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN,
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B:
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0J CLARKE PRICE
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs013074
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0440063
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0true
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS REVIEWED BY THE STAFF OF THE OHIO SOCIETY OF CPAS, A RELATED SECTION 501(C)(6) ORGANIZATION, WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTANTS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FOUNDATION MONITORS CONFLICTS OF INTEREST THROUGH THE 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 TO VOTE ON THE MATTER.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND THEREFORE DOES NOT MAKE COMPENSATION DECISIONS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FOUNDATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BOARD OF THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, A SECTION 501(C)(6) RELATED ORGANIZATION, APPOINTS THE BOARD MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 REVIEW,
IRS990ScheduleO/GeneralExplanation/Identifier1MONITORING AND ENFORCEMENT OF CONFLICT POLICY,
IRS990ScheduleO/GeneralExplanation/Identifier2REVIEW OF COMPENSATION,
IRS990ScheduleO/GeneralExplanation/Identifier3AVAILABILITY OF DOCUMENTS,
IRS990ScheduleO/GeneralExplanation/Identifier4POWER TO ELECT BOARD MEMBERS,
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, LINE 11A:
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, LINE 12C:
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, LINE 15:
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, LINE 19:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, LINE 7A:
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,305,723
Liabilities
$86,500
Net assets
$2,219,223
Revenue
-
Expenses
$191,648
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • 501(c)3 • $1M-$5M nonprofits