Civic Intelligence

Gwscpa Educational Foundation Inc.

990 • Fiscal year 2014 • EIN 52-1469031

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization Profilewww.gwscpa.org
1140 Connecticut Ave NW No 60620036

(202) 464-6001

Siviq Scores

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

Liabilities / Assets

69th percentile

0.21x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.20x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$161,294

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$887,480

Up $194,647 (+28%) from 2013

Net Assets

Up

$702,018

Up $43,488 (+6.6%) from 2013

Liabilities

Up

$185,462

Up $151,159 (+441%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin44th percentile

Revenue

$931,900

No earlier filing loaded for comparison.

Expenses

Up

$922,014

Up $308,944 (+50%) from 2013

Net Income

$9,886

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $224,956Liabilities 2011: $11,645Net Assets 2011: $213,3112011Assets 2012: $543,245Liabilities 2012: $7,182Net Assets 2012: $536,0632012Assets 2013: $692,833Liabilities 2013: $34,303Net Assets 2013: $658,5302013Assets 2014: $887,480Liabilities 2014: $185,462Net Assets 2014: $702,0182014Assets 2015: $843,847Liabilities 2015: $122,932Net Assets 2015: $720,9152015Assets 2016: $1,013,115Liabilities 2016: $211,145Net Assets 2016: $801,9702016Assets 2017: $998,348Liabilities 2017: $127,986Net Assets 2017: $870,3622017Assets 2018: $1,032,552Liabilities 2018: $146,888Net Assets 2018: $885,6642018Assets 2019: $1,066,987Liabilities 2019: $123,841Net Assets 2019: $943,1462019Assets 2020: $1,118,668Liabilities 2020: $143,500Net Assets 2020: $975,1682020Assets 2021: $1,154,317Liabilities 2021: $171,283Net Assets 2021: $983,0342021Assets 2022: $995,196Liabilities 2022: $276,305Net Assets 2022: $718,8912022Assets 2023: $690,045Liabilities 2023: $290,838Net Assets 2023: $399,2072023Assets 2024: $842,865Liabilities 2024: $492,073Net Assets 2024: $350,7922024Assets 2025: $800,182Liabilities 2025: $499,370Net Assets 2025: $300,8122025

Highlighted filing

2014

Assets$887,480
Liabilities$185,462
Net Assets$702,018
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $643,781Expenses 2011: $537,970Net Income 2011: $105,8112011Expenses 2012: $596,8902012Expenses 2013: $613,0702013Revenue 2014: $931,900Expenses 2014: $922,014Net Income 2014: $9,8862014Revenue 2015: $906,479Expenses 2015: $894,316Net Income 2015: $12,1632015Revenue 2016: $976,662Expenses 2016: $897,532Net Income 2016: $79,1302016Revenue 2017: $997,557Expenses 2017: $929,850Net Income 2017: $67,7072017Revenue 2018: $1,161,089Expenses 2018: $1,124,314Net Income 2018: $36,7752018Revenue 2019: $1,144,270Expenses 2019: $1,088,999Net Income 2019: $55,2712019Revenue 2020: $1,131,208Expenses 2020: $1,115,840Net Income 2020: $15,3682020Revenue 2021: $810,894Expenses 2021: $898,825Net Income 2021: -$87,9312021Revenue 2022: $670,605Expenses 2022: $864,368Net Income 2022: -$193,7632022Revenue 2023: $840,144Expenses 2023: $1,203,816Net Income 2023: -$363,6722023Revenue 2024: $998,806Expenses 2024: $1,094,928Net Income 2024: -$96,1222024Revenue 2025: $1,117,137Expenses 2025: $1,216,468Net Income 2025: -$99,3312025

Highlighted filing

2014

Revenue$931,900
Expenses$922,014
Net Income$9,886
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$984,053
Mission and Program Overview

Mission

The GWSCPA Educational Foundation provides continuing technical and professional development programs for accounting and financial professionals. We support development of the profession through student scholarships for DC area accounting students. We support nonprofit staff and volunteers through a wide range of industry specific education and programs which support accountability and effectiveness of the nonprofit sector.

To provide continuing professional education to CPAs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$317,041$546,445▲ $229,404
Investments in Publicly Traded Securities$229,253$262,123▲ $32,870
Accounts Receivable$715$35,986▲ $35,271
Savings and Temporary Cash Investments$87,386$31,035▼ $56,351
Prepaid Expenses and Deferred Charges$948$8,831▲ $7,883
Land, Buildings, and Equipment, Net$1,255$3,060▲ $1,805
Total Assets$692,833$887,480▲ $194,647
Other Assets Total$56,235$0▼ $56,235
Liabilities
Other Liabilities$0$92,461▲ $92,461
Accounts Payable and Accrued Expenses$4,523$58,581▲ $54,058
Deferred Revenue$29,780$34,420▲ $4,640
Total Liabilities$34,303$185,462▲ $151,159
Net Assets / Fund Balance
Unrestricted Net Assets$416,781$417,955▲ $1,174
Temporarily Rstr Net Assets$241,749$284,063▲ $42,314
Total Net Assets Fund Balance$658,530$702,018▲ $43,488
Total Liabilities and Net Assets / Fund Balance$692,833$887,480▲ $194,647

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$25,000$25,000
Equipment$3,060$14,423$17,483
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari Bedell CPAExecutive DirectorPT$72,875$15,837$88,712

Board Members and Trustees

NameTitle
Abdool Akhran CPAPast-President
Hillary Coley CPAPresident
R Michael Sorrells CPAVice President and Preside
Alex Galeano CPABoard of Governors
Anne QuBoard of Governors
Arun Sardana CIMABoard of Governors
Bert Edwards CPABoard of Governors
Coleen Smith CPABoard of Governors
Daniel Murrin CPABoard of Governors
Daniel Weaver CPABoard of Governors
Deborah Nixon CPABoard of Governors
Doug Boedeker CPABoard of Governors
Emily Lindsay CPABoard of Governors
Henry Mosley CPABoard of Governors
John Hummel CPABoard of Governors
Matt Johnson CPABoard of Governors
Mike Wetmore CPABoard of Governors
Robin Valentine CPABoard of Governors
Roderick JohnsonBoard of Governors
Sara Bannon CPABoard of Governors
Tam Tagle CPABoard of Governors
William Kubistal CPABoard of Governors
Jenny Herrera CPASecretary
Andrew Lang CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,100
Program Service Revenue
$688,441
Investment Income
$5,290
Other Revenue
$-11,931
All Other Contributions
$250,100
Change in Net Assets
$9,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$633,810
Salaries, Compensation, and Employee Benefits$270,204
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$413,778$1,920-$415,698
Other Salaries and Wages$105,370$35,921-$141,291
Current Officers, Directors, Trustees, and Key Employees$71,528$24,341-$95,869
Office Expenses$84,569$3,083-$87,652
Fees for Services Other$34,982$373-$35,355
Occupancy$23,582$10,240-$33,822
Advertising$19,823$168-$19,991
Information Technology$15,856$3,835-$19,691
Grants to Domestic Individuals$18,000--$18,000
Payroll Taxes$12,472$4,906-$17,378
Other Employee Benefits$9,695$3,671-$13,366
Fees for Services Accounting-$13,195-$13,195
Insurance$3,197$668-$3,865
Travel$1,403$1,413-$2,816
Pension Plan Contributions$1,880$420-$2,300
Depreciation Depletion$1,049$426-$1,475
Fees for Services Legal-$250-$250
Total Functional Expenses$817,184$104,830$0$922,014
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,153
Fundraising Gross Income$40,222
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$40,222$40,222$32,501$7,721
Total Events$40,222$40,222$52,153$-11,931
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to related party$92,461
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Executive Director, outsourced accountant and the Foundation's Board all review the form prior to filing.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy is reviewed and updated annually by the Board during the Board meeting. Annually, Board members are required to recertify that they do not have any conflicts of interest.”

Form 990, Part VI, Section B, line 15

“For the Executive Director, a written evaluation and oral interview were conducted with the CEO, staff, and colleagues from other organizations. Comparability data from three sources were reviewed, and the Executive Committee made a recommendation for approval by a full Board vote. For other staff, a written evaluation and oral interview were conducted, comparability data was reviewed and the CEO made a determination of salary. In both instances these processes were documented.”

Form 990, Part VI, Section C, line 19

“Some governing documents are published via our website. Other documents are available for review upon request.”

Filing and Contact Details

Filer

EIN
52-1469031
Phone
2024646001

Signing Officer

Name
Kari Bedell
Title
Executive Director
Phone
2024646001
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hillary Coley CPA
Formed
1986
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
6
Volunteers
30

Preparer

Preparer
Nicole M Prince CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Foundation's Audit Committee is responsible for oversight of the audit, including selection of the independent accountant. The process is consistent with previous years.”

Financial Statement Notes

Part X, Line 2:

“The Foundation did not have any significant uncertain tax positions for the year ended June 30, 2014.”

Raw XML AppendixShowing 400 of 687 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/Form990PartVIISectionAGrp/PersonNm0Hillary Coley CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1Abdool Akhran CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2R Michael Sorrells CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3Andrew Lang CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4Jenny Herrera CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5Coleen Smith CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6Deborah Nixon CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7Sara Bannon CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8Bert Edwards CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9Alex Galeano CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10John Hummel CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11Matt Johnson CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12Daniel Weaver CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13Emily Lindsay CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14William Kubistal CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15Roderick Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm16Doug Boedeker CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17Henry Mosley CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18Tam Tagle CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19Robin Valentine CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20Mike Wetmore CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21Anne Qu
IRS990/Form990PartVIISectionAGrp/PersonNm22Arun Sardana CIMA
IRS990/Form990PartVIISectionAGrp/PersonNm23Daniel Murrin CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24Kari Bedell CPA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2476725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2462775
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President and Preside
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board of Governors
IRS990/Form990PartVIISectionAGrp/TitleTxt24Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt052153
IRS990/FundraisingGrossIncomeAmt040222
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt018000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0984053
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03835
IRS990/InformationTechnologyGrp/ProgramServicesAmt015856
IRS990/InformationTechnologyGrp/TotalAmt019691
IRS990/InsuranceGrp/ManagementAndGeneralAmt0668
IRS990/InsuranceGrp/ProgramServicesAmt03197
IRS990/InsuranceGrp/TotalAmt03865
IRS990/InvestmentIncomeGrp/ExclusionAmt05290
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05290
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0229253
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0262123
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039423
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01255
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03060
IRS990/LandBldgEquipCostOrOtherBssAmt042483
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide continuing professional education to CPAs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0658530
IRS990/NetAssetsOrFundBalancesEOYAmt0702018
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11931
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11931
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033602
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010240
IRS990/OccupancyGrp/ProgramServicesAmt023582
IRS990/OccupancyGrp/TotalAmt033822
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03083
IRS990/OfficeExpensesGrp/ProgramServicesAmt084569
IRS990/OfficeExpensesGrp/TotalAmt087652
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056235
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03671
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09695
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013366
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt092461
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035921
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0105370
IRS990/OtherSalariesAndWagesGrp/TotalAmt0141291
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04906
IRS990/PayrollTaxesGrp/ProgramServicesAmt012472
IRS990/PayrollTaxesGrp/TotalAmt017378
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0420
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01880
IRS990/PensionPlanContributionsGrp/TotalAmt02300
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0948
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08831
IRS990/PrincipalOfficerNm0Hillary Coley CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Educational prog. fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0688441
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0688441
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0195085
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt018000
IRS990/PYInvestmentIncomeAmt04350
IRS990/PYOtherExpensesAmt0429516
IRS990/PYOtherRevenueAmt0-13004
IRS990/PYProgramServiceRevenueAmt0527224

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$887,480
Liabilities
$185,462
Net assets
$702,018
Revenue
$931,900
Expenses
$922,014
Net income
$9,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.50$0.30$1.12$1.22$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.49$0.35$1.00$1.09$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.29$0.40$0.84$1.20$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.28$0.72$0.67$0.86$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.17$0.98$0.81$0.90$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.14$0.98$1.13$1.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.12$0.94$1.14$1.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.15$0.89$1.16$1.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.13$0.87$1.00$0.93$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.21$0.80$0.98$0.90$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.12$0.72$0.91$0.89$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.19$0.70$0.93$0.92$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.03$0.66$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.01$0.54$0.60
2011Summary only. Only limited summary data is available for this year.$0.22$0.01$0.21$0.64$0.54$0.11