Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Indiana CPA Educational Foundation Inc.
990EZ • Fiscal year 2018 • EIN 35-6050182
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.34x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Flat$42,376
Flat from 2018
Net Assets
Flat$28,026
Flat from 2018
Liabilities
Flat$14,350
Flat from 2018
Revenue And Expenses
Revenue
Flat$61,929
Flat from 2018
Expenses
Flat$48,941
Flat from 2018
Net Income
Flat$12,988
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Jan 2, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $61,929
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORTING MINORITY HIGH SCHOOL STUDENTS WITH AN INTEREST IN ACCOUNTING/BUSINESS BY OFFERING A YEAR-LONG MENTORSHIP AND CAREER AWARENESS PROGRAM. | - | $26,496 |
| SUPPORTING THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND PROVIDING SCHOLARSHIPS TO STUDENTS. | $16,000 | $16,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN MINNICH | Past Preside | - | $0 | - | - |
| TERESA POWELL | President | - | $0 | - | - |
| ROGER CRANE | President El | - | $0 | - | - |
| KEVIN HUSTON | Secretary | - | $0 | - | - |
| ROBERT E REYNOLDS | Treasurer | - | $0 | - | - |
| JENNIFER NORRIS | CFO | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Indiana CPA Educational Foundation
- EIN
- 35-6050182
- Phone
- 3177265000
- Address
- 900 E 96TH ST SUITE 250, INDIANAPOLIS, IN 46240
Signing Officer
- Name
- Jennifer Norris
- Title
- CFO
- Phone
- 3177265000
- Signed
- 2019-01-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baden Gage & Schroeder LLC
- Address
- 6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
- Preparer
- Christine K Hootman CPA
- Phone
- 2604222551
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Class of activity: educational cash contribution: 16,000 relationship: none”
Form 990-ez, Part I, Line 16
“Expenses general supplies 221 travel and meals 4,768 bank fees 320 gifts/logo items 5,233 member events 18,723 alumni ambassadors 2,500 other event expense 40 total 31,805”
Form 990-ez, Part II, Line 24
“Accounts receivable 7,597 23,203 prepaid expenses 2,528 0 total 10,125 23,203”
Form 990-ez, Part II, Line 26
“Deferred sponsorships 1,500 14,350”
Form 990-ez, Part III
“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.”
Raw XML Appendix159 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | INDIANA CPA EDUCATIONAL FOUNDATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3177265000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 900 E 96TH ST 250 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | INDIANAPOLIS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 46240 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 6413 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 19173 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 61913 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12988 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16538 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 42376 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61929 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 16 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 15038 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 28026 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15038 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 28026 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN MINNICH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TERESA POWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROGER CRANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KEVIN HUSTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROBERT E REYNOLDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENNIFER NORRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CFO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10125 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 23203 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31805 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1136 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORTING THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND PROVIDING SCHOLARSHIPS TO STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SUPPORTING MINORITY HIGH SCHOOL STUDENTS WITH AN INTEREST IN ACCOUNTING/BUSINESS BY OFFERING A YEAR-LONG MENTORSHIP AND CAREER AWARENESS PROGRAM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 16000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 26496 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1500 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14350 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48941 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42496 |
| IRS990EZ/TotalRevenueAmt | 0 | 61929 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.INCPAS.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 61913 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 55795 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15737 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20117 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 204362 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 16 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 51 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 204362 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 61913 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 55795 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15737 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20117 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 204362 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 204413 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CLASS OF ACTIVITY: EDUCATIONAL CASH CONTRIBUTION: 16,000 RELATIONSHIP: NONE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES GENERAL SUPPLIES 221 TRAVEL AND MEALS 4,768 BANK FEES 320 GIFTS/LOGO ITEMS 5,233 MEMBER EVENTS 18,723 ALUMNI AMBASSADORS 2,500 OTHER EVENT EXPENSE 40 TOTAL 31,805 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 7,597 23,203 PREPAID EXPENSES 2,528 0 TOTAL 10,125 23,203 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DEFERRED SPONSORSHIPS 1,500 14,350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER NORRIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CFO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3177265000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INDIANA CPA EDUCATIONAL FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDI |
| ReturnHeader/Filer/EIN | 0 | 356050182 |
| ReturnHeader/Filer/PhoneNum | 0 | 3177265000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 900 E 96TH ST SUITE 250 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | INDIANAPOLIS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 46240 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | FDD43CDEA9339006E5434C8A9A0F6344BCAA41CC |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8A73E682F1B656158531068CD07472A9799180C4 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 184.17.61.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-01-11 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:25:15 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 351939627 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BADEN GAGE & SCHROEDER LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6920 POINTE INVERNESS WAY 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FORT WAYNE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 468047926 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2604222551 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-01-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE K HOOTMAN CPA |
| ReturnHeader/ReturnTs | 0 | 2019-01-12T07:58:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $42,376
- Liabilities
- $14,350
- Net assets
- $28,026
- Revenue
- $61,929
- Expenses
- $48,941
- Net income
- $12,988