Civic Intelligence

Indiana CPA Educational Foundation Inc.

990EZ • Fiscal year 2014 • EIN 35-6050182

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

Organization ProfileWWW.INCPAS.ORG
8250 Woodfield Crossing Suite 100Room/Suite 10046240

(317) 726-5000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,384

Down $3,176 (-22%) from 2013

Net Assets

Down

$11,384

Down $3,176 (-22%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$20,124

Down $3,090 (-13%) from 2013

Expenses

Up

$23,300

Up $2,690 (+13%) from 2013

Net Income

Down

-$3,176

Down $5,780 (-222%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$600K$400K$200K$0Assets 2011: $11,300Net Assets 2011: $11,3002011Assets 2012: $11,956Net Assets 2012: $11,9562012Assets 2013: $14,560Net Assets 2013: $14,5602013Assets 2014: $11,384Net Assets 2014: $11,3842014Assets 2015: $17,737Liabilities 2015: $4,000Net Assets 2015: $13,7372015Assets 2016: $15,290Liabilities 2016: $2,054Net Assets 2016: $13,2362016Assets 2017: $16,538Liabilities 2017: $1,500Net Assets 2017: $15,0382017Assets 2018: $42,376Liabilities 2018: $14,350Net Assets 2018: $28,0262018Assets 2019: $32,183Liabilities 2019: $850Net Assets 2019: $31,3332019Assets 2020: $363,690Net Assets 2020: $363,6902020Assets 2021: $391,107Liabilities 2021: $10,000Net Assets 2021: $381,1072021Assets 2022: $388,806Liabilities 2022: $52,431Net Assets 2022: $336,3752022Assets 2023: $426,612Liabilities 2023: $89,231Net Assets 2023: $337,3812023Assets 2024: $511,758Liabilities 2024: $176,858Net Assets 2024: $334,9002024Assets 2025: $452,430Liabilities 2025: $156,153Net Assets 2025: $296,2772025

Highlighted filing

2014

Assets$11,384
Liabilities-
Net Assets$11,384
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $15,455Expenses 2011: $17,688Net Income 2011: -$2,2332011Revenue 2012: $15,971Expenses 2012: $15,315Net Income 2012: $6562012Revenue 2013: $23,214Expenses 2013: $20,610Net Income 2013: $2,6042013Revenue 2014: $20,124Expenses 2014: $23,300Net Income 2014: -$3,1762014Revenue 2015: $15,743Expenses 2015: $13,390Net Income 2015: $2,3532015Revenue 2016: $50,813Expenses 2016: $51,314Net Income 2016: -$5012016Revenue 2017: $55,804Expenses 2017: $54,002Net Income 2017: $1,8022017Revenue 2018: $61,929Expenses 2018: $48,941Net Income 2018: $12,9882018Revenue 2019: $60,777Expenses 2019: $57,470Net Income 2019: $3,3072019Revenue 2020: $75,365Expenses 2020: $51,584Net Income 2020: $23,7812020Revenue 2021: $19,549Expenses 2021: $24,620Net Income 2021: -$5,0712021Revenue 2022: $85,774Expenses 2022: $116,484Net Income 2022: -$30,7102022Revenue 2023: $84,435Expenses 2023: $119,677Net Income 2023: -$35,2422023Revenue 2024: $158,407Expenses 2024: $194,937Net Income 2024: -$36,5302024Revenue 2025: $208,666Expenses 2025: $268,525Net Income 2025: -$59,8592025

Highlighted filing

2014

Revenue$20,124
Expenses$23,300
Net Income-$3,176
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$20,124
Mission and Program Overview

Mission

To raise funds and provide financial assistance for programs designed to encourage accounting careers and to promote education-related activities for the benefit of indiana cpa society members.

To solicit funds and to oversee their administration and distribution.

Program Services

DescriptionGrantsExpenses
SUPPORTED THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND TO PROVIDE SCHOLARSHIPS TO STUDENTS.$23,000$23,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ANDREWS CPAPast Preside-$0--
JULIA CLARK CPAPresident-$0--
JENNIFER KNECHT CPAPresident-El-$0--
JOHN MINNICH CPATreasurer-$0--
TERESA L POWELL CPASecretary-$0--
Filing and Contact Details

Filer

EIN
35-6050182
Phone
3177265000

Signing Officer

Name
Julia a Clark CPA
Title
President
Phone
3177265000
Signed
2015-02-03
Discuss with paid preparer
Yes

Preparer

Preparer
Jake Dunton CPA
Phone
3178426325
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“LINE 10, GRANTS”

Form 990-ez, Part I, Line 10

“None 08/07/2013 15,000 0 0”

Form 990-ez, Part II, Line 24

“Receivable related entities 225 345 total 225 345”

Raw XML Appendix144 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DANIEL ANDREWS CPA
CompensationExplanation/CompensationExplanationGrp/PersonNm1JULIA CLARK CPA
CompensationExplanation/CompensationExplanationGrp/PersonNm2JENNIFER KNECHT CPA
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOHN MINNICH CPA
CompensationExplanation/CompensationExplanationGrp/PersonNm4TERESA L POWELL CPA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10INDIANA CPA EDUCATIONAL FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03177265000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108250 WOODFIELD CROSSING BLVD 100
IRS990EZ/BooksInCareOfDetail/USAddress/City0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011039
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020117
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3176
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011384
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023000
IRS990EZ/GrossReceiptsAmt020124
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014560
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014560
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011384
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL ANDREWS CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA CLARK CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KNECHT CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MINNICH CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA L POWELL CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0225
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0345
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT FUNDS AND TO OVERSEE THEIR ADMINISTRATION AND DISTRIBUTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND TO PROVIDE SCHOLARSHIPS TO STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023300
IRS990EZ/TotalProgramServiceExpensesAmt023000
IRS990EZ/TotalRevenueAmt020124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INCPAS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt085290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt085290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt085290
IRS990ScheduleA/TotalSupportAmt085338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10, GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE 08/07/2013 15,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVABLE RELATED ENTITIES 225 345 TOTAL 225 345
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA A CLARK CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03177265000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10INDIANA CPA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0356050182
ReturnHeader/Filer/PhoneNum03177265000
ReturnHeader/Filer/USAddress/AddressLine108250 WOODFIELD CROSSING SUITE 100
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 100
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861126282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108465 KEYSTONE CROSSING STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0462402484
ReturnHeader/PreparerPersonGrp/PhoneNum03178426325
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAKE DUNTON CPA
ReturnHeader/ReturnTs02015-02-13T08:47:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,384
Liabilities
-
Net assets
$11,384
Revenue
$20,124
Expenses
$23,300
Net income
-$3,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.52$1.56$2.96$2.09$2.69$0.60
2024Detailed filing. Detailed filing data is available for this year.$5.12$1.77$3.35$1.58$1.95$0.37
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.89$3.37$0.84$1.20$0.35
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.52$3.36$0.86$1.16$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.10$3.81$0.20$0.25$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.64$3.64$0.75$0.52$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.61$0.57$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.14$0.28$0.62$0.49$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.56$0.54$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.13$0.51$0.51$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.04$0.14$0.16$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.20$0.23$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.23$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.16$0.15$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.15$0.18$0.02