Civic Intelligence

CPA Management Systems Inc Ta Inpact Americas

990 • Fiscal year 2014 • EIN 52-1278843

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 20, 2015

Organization ProfileWWW.INPACTAM.ORG
PO Box 495Frederick, MD 21705

(301) 694-8580

Siviq Scores

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

Liabilities / Assets

78th percentile

0.16x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

65th percentile

8.5%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$81,200

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

57%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$239,519

Up $49,357 (+26%) from 2013

Net Assets

Up

$200,794

Up $33,199 (+20%) from 2013

Liabilities

Up

$38,725

Up $16,158 (+72%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin65th percentile

Revenue

Up

$392,743

Up $142,918 (+57%) from 2013

Expenses

Up

$359,544

Up $83,131 (+30%) from 2013

Net Income

Up

$33,199

Up $59,787 (+225%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$400K$300K$200K$100K$0Assets 2011: $191,842Liabilities 2011: $9,309Net Assets 2011: $182,5332011Assets 2012: $211,044Liabilities 2012: $16,861Net Assets 2012: $194,1832012Assets 2013: $190,162Liabilities 2013: $22,567Net Assets 2013: $167,5952013Assets 2014: $239,519Liabilities 2014: $38,725Net Assets 2014: $200,7942014Assets 2015: $249,879Liabilities 2015: $36,251Net Assets 2015: $213,6282015Assets 2016: $249,884Liabilities 2016: $415Net Assets 2016: $249,4692016Assets 2017: $281,295Liabilities 2017: $3,456Net Assets 2017: $277,8392017Assets 2018: $343,904Liabilities 2018: $25,343Net Assets 2018: $318,5612018Assets 2019: $337,741Liabilities 2019: $11,790Net Assets 2019: $325,9512019Assets 2020: $279,448Liabilities 2020: $47,745Net Assets 2020: $231,7032020Assets 2022: $233,927Liabilities 2022: $12,521Net Assets 2022: $221,4062022

Highlighted filing

2014

Assets$239,519
Liabilities$38,725
Net Assets$200,794
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KRevenue 2011: $304,626Expenses 2011: $284,047Net Income 2011: $20,5792011Revenue 2012: $256,412Expenses 2012: $244,762Net Income 2012: $11,6502012Revenue 2013: $249,825Expenses 2013: $276,413Net Income 2013: -$26,5882013Revenue 2014: $392,743Expenses 2014: $359,544Net Income 2014: $33,1992014Revenue 2015: $329,287Expenses 2015: $316,453Net Income 2015: $12,8342015Revenue 2016: $337,578Expenses 2016: $301,737Net Income 2016: $35,8412016Revenue 2017: $346,883Expenses 2017: $318,513Net Income 2017: $28,3702017Revenue 2018: $295,076Expenses 2018: $254,354Net Income 2018: $40,7222018Revenue 2019: $369,252Expenses 2019: $361,862Net Income 2019: $7,3902019Revenue 2020: $192,520Expenses 2020: $286,768Net Income 2020: -$94,2482020Revenue 2022: $237,143Expenses 2022: $288,535Net Income 2022: -$51,3922022

Highlighted filing

2014

Revenue$392,743
Expenses$359,544
Net Income$33,199
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$392,743
Mission and Program Overview

Mission

To contribute to the profitability and success of north america's small and midsized accounting and consulting firms through management and marketing programs and resources.

Provides seminars to members to enhance their knowledge in accounting firm management and their technical knowledge in tax and other areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$167,595$200,794▲ $33,199
Savings and Temporary Cash Investments$151,019$190,549▲ $39,530
Accounts Receivable$27,620$27,779▲ $159
Cash and Non-Interest-Bearing Accounts$2,368$10,712▲ $8,344
Land, Buildings, and Equipment, Net$6,916$6,226▼ $690
Prepaid Expenses and Deferred Charges$1,189$4,248▲ $3,059
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$190,162$239,519▲ $49,357
Other Assets Total$1,050$5▼ $1,045
Liabilities
Accounts Payable and Accrued Expenses$22,567$38,725▲ $16,158
Total Liabilities$22,567$38,725▲ $16,158
Net Assets / Fund Balance
Total Net Assets Fund Balance$167,595$200,794▲ $33,199
Total Liabilities and Net Assets / Fund Balance$190,162$239,519▲ $49,357

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$115$20,880$20,995
Leasehold Improvements$6,111$4,485$10,596
Other Land Buildings-$6,058$6,058
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mara AmbroseSecretary/execFT$80,000$1,200$81,200

Board Members and Trustees

NameTitle
Reynold CicalesePresident
Bruce LevineDirector
Demetria ChiosDirector
James RuzonDirector
Ralph CetruloDirector
Roger OvertonDirector
Kevin HesslerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$392,255
Investment Income
$488
Other Revenue
$0
Change in Net Assets
$33,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,765
Salaries, Compensation, and Employee Benefits$150,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$148,423$1,016-$149,439
Current Officers, Directors, Trustees, and Key Employees$20,000$60,000-$80,000
Other Salaries and Wages$48,876$5,431-$54,307
All Other Expenses$5,087$14,039-$19,126
Payroll Taxes$5,355$5,087-$10,442
Other Employee Benefits-$6,030-$6,030
Other Expenses$3,396$1,132-$4,528
Occupancy-$3,600-$3,600
Insurance-$949-$949
Depreciation Depletion$517$172-$689
Total Functional Expenses$234,204$125,340$0$359,544
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Members elect the governing body and make proposals to the board of directors but do not approve significant decisions or share in the organization's profits.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The board of directors presents a slate of candidates to the membership. The membership may also nominate candidates. A quorum of members vote on the slate and the successful candidate(s) take office january 1 of the following year. Should there not be a quorum of members, the election takes place by email following the meeting with an option for write-in candidates.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Policy changes may be proposed by the board of directors or any member and implemented or rejected by a majority vote of the board of directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is distributed to the board members for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual questionnaires are provided to the members of the Board during the last meeting of the year. Any conflicts are disclosed and documented at that time.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and policies available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
CPA Management Systems Inc
EIN
52-1278843
Phone
3016948580
Address
PO BOX 495, FREDERICK, MD 21705

Signing Officer

Name
S Mara Ambrose
Title
Corporate Secretary
Signed
2015-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mara Ambrose
Formed
1983
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
3

Preparer

Firm
Linton Shafer Warfield & Garrett PA CPAs
Address
201 Thomas Johnson Drive, Frederick, MD 21702
Preparer
Kevin R Hessler
Phone
3016629200
Raw XML Appendix397 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.

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IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1PROFESSIONAL EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0189770
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1202485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1202485
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0382
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0141413
IRS990/PYProgramServiceRevenueAmt0249443
IRS990/PYRevenuesLessExpensesAmt0-26588
IRS990/PYSalariesCompEmpBnftPaidAmt0135000
IRS990/PYTotalExpensesAmt0276413
IRS990/PYTotalRevenueAmt0249825
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt033199
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0167595
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0200794
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0115
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020995
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06111
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04485
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010596
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06058
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06058
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06226
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT THE GOVERNING BODY AND MAKE PROPOSALS TO THE BOARD OF DIRECTORS BUT DO NOT APPROVE SIGNIFICANT DECISIONS OR SHARE IN THE ORGANIZATION'S PROFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS PRESENTS A SLATE OF CANDIDATES TO THE MEMBERSHIP. THE MEMBERSHIP MAY ALSO NOMINATE CANDIDATES. A QUORUM OF MEMBERS VOTE ON THE SLATE AND THE SUCCESSFUL CANDIDATE(S) TAKE OFFICE JANUARY 1 OF THE FOLLOWING YEAR. SHOULD THERE NOT BE A QUORUM OF MEMBERS, THE ELECTION TAKES PLACE BY EMAIL FOLLOWING THE MEETING WITH AN OPTION FOR WRITE-IN CANDIDATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY CHANGES MAY BE PROPOSED BY THE BOARD OF DIRECTORS OR ANY MEMBER AND IMPLEMENTED OR REJECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annual questionnaires are provided to the members of the Board during the last meeting of the year. Any conflicts are disclosed and documented at that time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190162
IRS990/TotalAssetsEOYAmt0239519
IRS990/TotalAssetsGrp/BOYAmt0190162
IRS990/TotalAssetsGrp/EOYAmt0239519
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234204
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359544
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022567
IRS990/TotalLiabilitiesEOYAmt038725
IRS990/TotalLiabilitiesGrp/BOYAmt022567
IRS990/TotalLiabilitiesGrp/EOYAmt038725
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0167595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0200794
IRS990/TotalOtherCompensationAmt01200
IRS990/TotalProgramServiceExpensesAmt0234204
IRS990/TotalProgramServiceRevenueAmt0392255
IRS990/TotalReportableCompFromOrgAmt080000
IRS990/TotalRevenueGrp/ExclusionAmt0488
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0392255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0392743
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IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07133 POOLE JONES RD
IRS990/USAddress/CityNm0FREDERICK
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021702
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.INPACTAM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S MARA AMBROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATE SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CPA MANAGEMENT SYSTEMS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TA INPACT AMERICAS
ReturnHeader/Filer/BusinessNameControlTxt0CPAM
ReturnHeader/Filer/EIN0521278843
ReturnHeader/Filer/PhoneNum03016948580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 495
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linton Shafer Warfield & Garrett PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Thomas Johnson Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frederick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021702
ReturnHeader/PreparerPersonGrp/PhoneNum03016629200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN R HESSLER
ReturnHeader/ReturnTs02015-07-23T07:43:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$239,519
Liabilities
$38,725
Net assets
$200,794
Revenue
$392,743
Expenses
$359,544
Net income
$33,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.13$2.21$2.37$2.89$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.48$2.32$1.93$2.87$0.94
2019Summary only. Only limited summary data is available for this year.$3.38$0.12$3.26$3.69$3.62$0.07
2018Summary only. Only limited summary data is available for this year.$3.44$0.25$3.19$2.95$2.54$0.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.03$2.78$3.47$3.19$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.49$3.38$3.02$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.36$2.14$3.29$3.16$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.39$2.01$3.93$3.60$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.23$1.68$2.50$2.76$0.27
2012Summary only. Only limited summary data is available for this year.$2.11$0.17$1.94$2.56$2.45$0.12
2011Summary only. Only limited summary data is available for this year.$1.92$0.09$1.83$3.05$2.84$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits