Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Indiana CPA Educational Foundation Inc.
990EZ • Fiscal year 2020 • EIN 35-6050182
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
98th percentile
Faster asset growth than 98% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Balance Sheet
Assets
Up$363,690
Up $331,507 (+1030%) from 2019
Net Assets
Up$363,690
Up $332,357 (+1061%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$75,365
Up $14,588 (+24%) from 2019
Expenses
Down$51,584
Down $5,886 (-10%) from 2019
Net Income
Up$23,781
Up $20,474 (+619%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Dec 11, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $75,365
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. | - | $32,752 |
| SUPPORTING THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND PROVIDING SCHOLARSHIPS TO STUDENTS. | $15,500 | $15,500 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| E ZENAI BROOKS | Trustee | - | $0 | - | - |
| ROGER B CRANE | Past Preside | - | $0 | - | - |
| ROBERT E REYNOLDS | President | - | $0 | - | - |
| JENNIFER K RYAN | Treasurer | - | $0 | - | - |
| KEVIN E HUSTON | President-El | - | $0 | - | - |
| JENNIFER NORRIS | CFO | - | $0 | - | - |
| JESSA P MANALO | Secretary | - | $0 | - | - |
| APRIL M HUEY | Trustee | - | $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
- 2020-12-11
- 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: 15,500 relationship: none”
Form 990-ez, Part I, Line 16
“Expenses general supplies 107 travel and meals 1,122 bank fees 378 gifts/logo items 3,155 member events 29,597 other services 594 total 34,953”
Form 990-ez, Part I, Line 20
“Return of endowment funds by ball state univ 308,576”
Form 990-ez, Part II, Line 24
“Accounts receivable 1,302 1,852 prepaid expenses and deferred charges 2,277 0 total 3,579 1,852”
Form 990-ez, Part II, Line 26
“Deferred sponsorships 850 0”
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 Appendix169 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/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 | 28604 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 361838 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 75271 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23781 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 32183 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 363690 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 15500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 75365 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 94 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 31333 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 363690 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 31333 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 363690 |
| 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/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 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/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | E ZENAI BROOKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROGER B CRANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT E REYNOLDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER K RYAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KEVIN E HUSTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENNIFER NORRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JESSA P MANALO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | APRIL M HUEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3579 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1852 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 308576 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34953 |
| 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 | 1131 |
| 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 | 15500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 15500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 32752 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 850 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 51584 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 48252 |
| IRS990EZ/TotalRevenueAmt | 0 | 75365 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.INCPAS.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 75271 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 60710 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61913 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55795 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 304489 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 94 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 67 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 16 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 199 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99930 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99950 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 304489 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 75271 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 60710 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61913 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55795 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 304489 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 304688 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CLASS OF ACTIVITY: EDUCATIONAL CASH CONTRIBUTION: 15,500 RELATIONSHIP: NONE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES GENERAL SUPPLIES 107 TRAVEL AND MEALS 1,122 BANK FEES 378 GIFTS/LOGO ITEMS 3,155 MEMBER EVENTS 29,597 OTHER SERVICES 594 TOTAL 34,953 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | RETURN OF ENDOWMENT FUNDS BY BALL STATE UNIV 308,576 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS RECEIVABLE 1,302 1,852 PREPAID EXPENSES AND DEFERRED CHARGES 2,277 0 TOTAL 3,579 1,852 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DEFERRED SPONSORSHIPS 850 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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 I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| 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 | 2020-12-11 |
| 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/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 | 2020-12-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTINE K HOOTMAN CPA |
| ReturnHeader/ReturnTs | 0 | 2021-01-14T12:24:06-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $363,690
- Liabilities
- -
- Net assets
- $363,690
- Revenue
- $75,365
- Expenses
- $51,584
- Net income
- $23,781