Civic Intelligence

Gwscpa Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 52-1469031

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 04, 2019

Organization Profilewww.gwscpa.org
1140 Connecticut Ave NW No 606Washington, DC 20036

(202) 464-6001

Siviq Scores

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

Liabilities / Assets

58th percentile

0.14x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.13x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$226,078

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,032,552

Up $34,204 (+3.4%) from 2017

Net Assets

Up

$885,664

Up $15,302 (+1.8%) from 2017

Liabilities

Up

$146,888

Up $18,902 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Up

$1,161,089

Up $163,532 (+16%) from 2017

Expenses

Up

$1,124,314

Up $194,464 (+21%) from 2017

Net Income

Down

$36,775

Down $30,932 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$1,032,552
Liabilities$146,888
Net Assets$885,664
Open 2018 Filing

Operations Trend

Revenue Growth71st 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

2018

Revenue$1,161,089
Expenses$1,124,314
Net Income$36,775
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 4, 2019
Return Version
2017v2.3
Gross Receipts
$1,208,019
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$521,969$617,931▲ $95,962
Investments in Publicly Traded Securities$320,399$342,809▲ $22,410
Prepaid Expenses and Deferred Charges$28,172$41,607▲ $13,435
Accounts Receivable$36,109$17,041▼ $19,068
Savings and Temporary Cash Investments$15,377$12,034▼ $3,343
Land, Buildings, and Equipment, Net$2,259$1,130▼ $1,129
Total Assets$998,348$1,032,552▲ $34,204
Other Assets Total$74,063$0▼ $74,063
Liabilities
Deferred Revenue$112,770$81,887▼ $30,883
Other Liabilities$0$62,711▲ $62,711
Accounts Payable and Accrued Expenses$15,216$2,290▼ $12,926
Total Liabilities$127,986$146,888▲ $18,902
Net Assets / Fund Balance
Unrestricted Net Assets$576,435$601,679▲ $25,244
Temporarily Rstr Net Assets$293,927$283,985▼ $9,942
Total Net Assets Fund Balance$870,362$885,664▲ $15,302
Total Liabilities and Net Assets / Fund Balance$998,348$1,032,552▲ $34,204

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,130$19,500$20,630
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari BedellExecutive DirectorPT$84,846$42,623$127,469

Board Members and Trustees

NameTitle
Jenny Herrera CPAImmediate Past-President
Alex Galeano CPAPresident
Lee Klumpp CPAVice President and President-Elect
Al Weber CPABoard of Governors
Amisha Patel CPABoard of Governors
Carolyn Mollen CPABoard of Governors
Casey Evans CPABoard of Governors
Cathy Pennington CPABoard of Governors
Erin Singshinsuk CPABoard of Governors
Heather Flanagan CPABoard of Governors
Jackie Cardello CPABoard of Governors
Joy Whitlow CPABoard of Governors
Kathleen MalloyBoard of Governors
Kevin Gerrity CPABoard of Governors
Maria GeorgesBoard of Governors
Marie Caputo CPABoard of Governors
Mark PS Edward CPABoard of Governors
Sajeev Malaveetil CPABoard of Governors
Sarah Blake CPABoard of Governors
Susan Colladay CPABoard of Governors
Tom CiolkoszBoard of Governors
Mike Wetmore CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,608
Program Service Revenue
$1,100,824
Investment Income
$44,303
Other Revenue
$-4,646
All Other Contributions
$6,318
Change in Net Assets
$36,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$822,954
Salaries, Compensation, and Employee Benefits$268,360
Grants and Similar Amounts Paid$33,000
Total Fundraising Expense$16,262
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$467,087$835-$467,922
Current Officers, Directors, Trustees, and Key Employees$95,327$25,843$3,994$125,164
Other Salaries and Wages$87,252$24,248$3,833$115,333
Office Expenses$84,154$2,815$94$87,063
Occupancy$63,049$6,193$1,518$70,760
Information Technology$41,921$2,920$4,801$49,642
Fees for Services Other$36,664$231$57$36,952
Fees for Services Legal$28,359$5,467$12$33,838
Grants to Domestic Individuals$31,000--$31,000
Fees for Services Accounting-$26,086-$26,086
Travel$20,397$409$161$20,967
Payroll Taxes$11,351$3,035$593$14,979
Depreciation Depletion$10,712$1,049$266$12,027
Other Employee Benefits$6,240$1,254$124$7,618
Pension Plan Contributions$3,982$1,101$183$5,266
Insurance$3,531$349$601$4,481
Fees for Service Investment Mgmnt Fees-$3,472-$3,472
Grants to Domestic Orgs$2,000--$2,000
Other Expenses$54$50$0$104
Advertising$7--$7
Total Functional Expenses$994,335$113,717$16,262$1,124,314
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,542
Fundraising Gross Income$10,140
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$24,430$10,140-$10,140
Total Events$24,430$10,140$15,542$-5,402
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$62,711
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 11B

“A draft of the Form 990 is reviewed by the Audit Committee and management and a copy provided to the entire Board of Directors 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

Filer Name
GWSCPA Educational Foundation Inc
EIN
52-1469031
Phone
2024646001
Address
1140 Connecticut Ave NW No 606, Washington, DC 20036

Signing Officer

Name
Kari Bedell
Title
Executive Director
Phone
2024646001
Signed
2019-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Galeano CPA
Formed
1986
Legal Domicile
Dc
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
150

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
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, 2018.”

Raw XML AppendixShowing 400 of 722 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/Desc0Members and other professionals are provided with opportunities to meet their continuing professional education requirements of CPA licensure though 70+ annual seminars and conferences. The Foundation now houses our scholarship fund, providing educational scholarships to students pursuing an accounting degree and eventual licensure as a CPA at District of Columbia institutions. The Foundation additionally conducts public education programs in financial literacy and sound nonprofit management.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Alex Galeano CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1Jenny Herrera CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2Lee Klumpp CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Wetmore CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4Sarah Blake CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5Jackie Cardello CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6Cathy Pennington CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7Amisha Patel CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8Erin Singshinsuk CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9Al Weber CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10Tom Ciolkosz
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark PS Edward CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12Casey Evans CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13Kevin Gerrity CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14Carolyn Mollen CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15Marie Caputo CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16Susan Colladay CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17Heather Flanagan CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18Maria Georges
IRS990/Form990PartVIISectionAGrp/PersonNm19Sajeev Malaveetil CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20Kathleen Malloy
IRS990/Form990PartVIISectionAGrp/PersonNm21Joy Whitlow CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22Kari Bedell
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/ReportableCompFromOrgAmt22111924
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/ReportableCompFromRltdOrgAmt2285862
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Immediate Past-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President and President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board of Governors
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/TitleTxt22Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt014290
IRS990/FundraisingDirectExpensesAmt015542
IRS990/FundraisingGrossIncomeAmt010140
IRS990/GainOrLossGrp/SecuritiesAmt036304
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt033000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt031000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt067692
IRS990/GrossReceiptsAmt01208019
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04801
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02920
IRS990/InformationTechnologyGrp/ProgramServicesAmt041921
IRS990/InformationTechnologyGrp/TotalAmt049642
IRS990/InsuranceGrp/FundraisingAmt0601
IRS990/InsuranceGrp/ManagementAndGeneralAmt0349
IRS990/InsuranceGrp/ProgramServicesAmt03531
IRS990/InsuranceGrp/TotalAmt04481
IRS990/InvestmentIncomeGrp/ExclusionAmt07999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07999
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0320399
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0342809
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02259
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01130
IRS990/LandBldgEquipCostOrOtherBssAmt020630
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031388
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/NetAssetsOrFundBalancesBOYAmt0870362
IRS990/NetAssetsOrFundBalancesEOYAmt0885664
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036304
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036304
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5402
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5402
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-21473
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01518
IRS990/OccupancyGrp/ManagementAndGeneralAmt06193
IRS990/OccupancyGrp/ProgramServicesAmt063049
IRS990/OccupancyGrp/TotalAmt070760
IRS990/OfficeExpensesGrp/FundraisingAmt094
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02815
IRS990/OfficeExpensesGrp/ProgramServicesAmt084154
IRS990/OfficeExpensesGrp/TotalAmt087063
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt074063
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0124
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01254
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06240
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07618
IRS990/OtherExpensesGrp/Desc0Bad debt
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt025
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07930
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1430
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ProgramServicesAmt01248
IRS990/OtherExpensesGrp/ProgramServicesAmt154
IRS990/OtherExpensesGrp/TotalAmt07930
IRS990/OtherExpensesGrp/TotalAmt11703
IRS990/OtherExpensesGrp/TotalAmt2104
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt062711
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0756
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0756
IRS990/OtherRevenueTotalAmt0756
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024248
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt087252
IRS990/OtherSalariesAndWagesGrp/TotalAmt0115333
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0593
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03035
IRS990/PayrollTaxesGrp/ProgramServicesAmt011351

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,032,552
Liabilities
$146,888
Net assets
$885,664
Revenue
$1,161,089
Expenses
$1,124,314
Net income
$36,775
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