Civic Intelligence

Cpamerica International Inc

990 • Fiscal year 2014 • EIN 58-1325741

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 24, 2015

Organization ProfileWWW.CPAMERICA.ORG

View Organization Page

104 N Main St 5th FloorGainesville, FL 32601-3331

(352) 727-4070

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.10x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$238,146

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

1.2%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-2.8%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$4,082,411

Up $49,593 (+1.2%) from 2013

Net Assets

Up

$3,677,914

Up $29,292 (+0.8%) from 2013

Liabilities

Up

$404,497

Up $20,301 (+5.3%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin45th percentile

Revenue

Down

$4,190,925

Down $121,545 (-2.8%) from 2013

Expenses

Down

$4,090,752

Down $8,889 (-0.2%) from 2013

Net Income

Down

$100,173

Down $112,656 (-53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,994,172Liabilities 2010: $415,344Net Assets 2010: $2,578,8282010Assets 2011: $3,305,943Liabilities 2011: $414,202Net Assets 2011: $2,891,7412011Assets 2012: $3,578,547Liabilities 2012: $411,952Net Assets 2012: $3,166,5952012Assets 2013: $4,032,818Liabilities 2013: $384,196Net Assets 2013: $3,648,6222013Assets 2014: $4,082,411Liabilities 2014: $404,497Net Assets 2014: $3,677,9142014Assets 2015: $4,246,109Liabilities 2015: $421,055Net Assets 2015: $3,825,0542015Assets 2016: $4,616,239Liabilities 2016: $572,220Net Assets 2016: $4,044,0192016Assets 2017: $4,883,518Liabilities 2017: $581,619Net Assets 2017: $4,301,8992017Assets 2018: $4,505,222Liabilities 2018: $508,396Net Assets 2018: $3,996,8262018Assets 2019: $5,131,312Liabilities 2019: $562,886Net Assets 2019: $4,568,4262019Assets 2020: $5,997,560Liabilities 2020: $515,569Net Assets 2020: $5,481,9912020Assets 2021: $6,493,888Liabilities 2021: $795,883Net Assets 2021: $5,698,0052021Assets 2022: $6,484,204Liabilities 2022: $1,502,639Net Assets 2022: $4,981,5652022Assets 2023: $6,976,408Liabilities 2023: $1,471,971Net Assets 2023: $5,504,4372023Assets 2024: $7,582,515Liabilities 2024: $1,304,522Net Assets 2024: $6,277,9932024

Highlighted filing

2014

Assets$4,082,411
Liabilities$404,497
Net Assets$3,677,914
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,931,6592010Expenses 2011: $4,073,9492011Expenses 2012: $4,155,0072012Revenue 2013: $4,312,470Expenses 2013: $4,099,641Net Income 2013: $212,8292013Revenue 2014: $4,190,925Expenses 2014: $4,090,752Net Income 2014: $100,1732014Revenue 2015: $4,744,843Expenses 2015: $4,150,076Net Income 2015: $594,7672015Revenue 2016: $4,337,466Expenses 2016: $4,097,706Net Income 2016: $239,7602016Revenue 2017: $4,427,583Expenses 2017: $4,423,810Net Income 2017: $3,7732017Revenue 2018: $4,483,239Expenses 2018: $4,380,166Net Income 2018: $103,0732018Revenue 2019: $4,797,774Expenses 2019: $4,831,345Net Income 2019: -$33,5712019Revenue 2020: $4,336,700Expenses 2020: $3,610,801Net Income 2020: $725,8992020Revenue 2021: $5,325,832Expenses 2021: $5,294,026Net Income 2021: $31,8062021Revenue 2022: $5,651,612Expenses 2022: $5,465,896Net Income 2022: $185,7162022Revenue 2023: $5,923,942Expenses 2023: $6,047,313Net Income 2023: -$123,3712023Revenue 2024: $6,808,202Expenses 2024: $6,393,576Net Income 2024: $414,6262024

Highlighted filing

2014

Revenue$4,190,925
Expenses$4,090,752
Net Income$100,173
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 24, 2015
Return Version
2014v5.0
Gross Receipts
$4,621,171
Mission and Program Overview

Mission

To improve through sharing. To help our member firms dramatically improve their position in the marketplace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,074,301$3,064,513▼ $9,788
Cash and Non-Interest-Bearing Accounts$279,017$400,628▲ $121,611
Land, Buildings, and Equipment, Net$272,258$207,891▼ $64,367
Prepaid Expenses and Deferred Charges$137,339$185,136▲ $47,797
Accounts Receivable$106,977$106,556▼ $421
Intangible Assets$120,308$101,186▼ $19,122
Total Assets$4,032,818$4,082,411▲ $49,593
Other Assets Total$42,618$16,501▼ $26,117
Liabilities
Accounts Payable and Accrued Expenses$308,703$317,869▲ $9,166
Deferred Revenue$75,493$86,628▲ $11,135
Total Liabilities$384,196$404,497▲ $20,301
Net Assets / Fund Balance
Unrestricted Net Assets$3,648,622$3,677,914▲ $29,292
Total Net Assets Fund Balance$3,648,622$3,677,914▲ $29,292
Total Liabilities and Net Assets / Fund Balance$4,032,818$4,082,411▲ $49,593

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$176,632$534,053$710,685
Leasehold Improvements$31,259$16,697$47,956
Other Securities$2,265,013--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan E DeichlerPresidentFT$188,374$49,772$238,146
Linda HardingNational Tax DirectorFT$160,043$11,385$171,428
Harrison a SchofillDirector of ItFT$126,650-$126,650
Ernest MoyerDirector of CPA ConnectFT$105,457$5,621$111,078

Board Members and Trustees

NameTitle
Bryan R ChandlerChairman
David J NissenImmediate Past Chairman
Charles F Helme IiiVice Chairman
J Brad StewardDirector
Joseph CiccarelloDirector
Joseph PeaseDirector
Leslie DaaneDirector
Michelle SinerDirector
S Scott VoynichDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,867,044
Investment Income
$210,942
Other Revenue
$112,939
Change in Net Assets
$100,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,165,626
Revenue Not Reported on Financial Statements
$25,299
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,165,626
Total Revenue per Form 990
$4,190,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,088,150
Other Expenses$2,002,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,662,711
Conferences and Meetings---$343,581
Current Officers, Directors, Trustees, and Key Employees---$238,146
Travel---$214,677
Office Expenses---$194,118
Occupancy---$146,387
All Other Expenses---$139,685
Fees for Services Other---$134,234
Other Employee Benefits---$118,163
Depreciation Depletion---$114,698
Information Technology---$89,028
Pension Plan Contributions---$69,130
Other Expenses---$61,400
Advertising---$51,175
Insurance---$31,336
Fees for Service Investment Mgmnt Fees---$25,299
Fees for Services Accounting---$13,225
Interest---$77
Total Functional Expenses$0$0$0$4,090,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,090,752
Expenses per Audited Statements$4,065,453
Total Expenses per Audited Statements$4,065,453
Expenses Not Reported on Financial Statements$25,299
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
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, Section A, Line 6

“The organization has members. The members are accounting firms located throughout the country.”

Form 990, Part VI, Section A, Line 7A

“The members elect a board of directors each year.”

Form 990, Part VI, Section A, Line 7B

“There are decisions made by the governing body which are subject to approval by the members.”

Form 990, Part VI, Section B, Line 11

“Management and the board of directors review the tax return before it is filed.”

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

“The organization has their officers and directors sign conflict of interest waivers.”

Form 990, Part VI, Section B, Line 15A

“The process for determining the executive director's salary was on the executive search process for alan deichler. The board reviews each year.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Cpamerica International Inc
EIN
58-1325741
Phone
3527274070
Address
104 N MAIN ST 5TH FLOOR, GAINESVILLE, FL 32601-3331

Signing Officer

Name
Alan Deichler
Title
President
Phone
3527274070
Signed
2015-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Deichler
Formed
1978
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
27
Volunteers
0

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PLACE, GAINESVILLE, FL 32607-2063
Preparer
Jennifer Forrester
Phone
3523781331
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for the selection and supervision of the organization's independent auditor has remained consistent with the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Cpamerica has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the united states of america for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the financial statements of cpamerica.”

Raw XML AppendixShowing 400 of 476 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/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/MissionDesc0TO IMPROVE THROUGH SHARING. TO HELP OUR MEMBER FIRMS DRAMATICALLY IMPROVE THEIR POSITION IN THE MARKETPLACE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03648622
IRS990/NetAssetsOrFundBalancesEOYAmt03677914
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02001
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02001
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-70881
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0146387
IRS990/OfficeExpensesGrp/TotalAmt0194118
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042618
IRS990/OtherAssetsTotalGrp/EOYAmt016501
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0118163
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1SPEAKER FEES
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3RETAINER FEES
IRS990/OtherExpensesGrp/TotalAmt0221700
IRS990/OtherExpensesGrp/TotalAmt1117912
IRS990/OtherExpensesGrp/TotalAmt2104070
IRS990/OtherExpensesGrp/TotalAmt361400
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/BusinessCd1541900
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REVENUE SHARE FEE
IRS990/OtherRevenueMiscGrp/Desc1CPA MUTUAL - RETAINERS
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt094844
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt094844
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt295
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt018000
IRS990/OtherRevenueTotalAmt0112939
IRS990/OtherSalariesAndWagesGrp/TotalAmt01662711
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt069130
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0137339
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185136
IRS990/PrincipalOfficerNm0ALAN DEICHLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2451211
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CPE SEMINARS/REGISTRAT
IRS990/ProgramServiceRevenueGrp/Desc2NEWSLETTER AND OTHER P
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIP FEES
IRS990/ProgramServiceRevenueGrp/Desc4CPA COLOCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02481116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1754178
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2374558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3117750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt470350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02481116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1754178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2377506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3117750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt470350
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02948
IRS990/ProgSrvcAccomActy2Grp/Desc0CPAMERICA PRODUCES CUSTOM PUBLICATIONS INCLUDING 15 QUARTERLY CLIENT NEWSLETTERS IN FOUR FORMATS, MORE THAN 60 BROCHURES IN TWO FORMATS, CUSTOMIZED ADVERTISING, NUMEROUS MEMBER PUBLICATIONS AND OTHER ONLINE PUBLICATIONS FOR ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0157016
IRS990/PYOtherExpensesAmt02040945
IRS990/PYOtherRevenueAmt0109906
IRS990/PYProgramServiceRevenueAmt04045548
IRS990/PYRevenuesLessExpensesAmt0212829
IRS990/PYSalariesCompEmpBnftPaidAmt02058696
IRS990/PYTotalExpensesAmt04099641
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04312470
IRS990/ReconcilationRevenueExpnssAmt0100173
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0176632
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0534053
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0710685
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt025299
IRS990ScheduleD/ExpensesSubtotalAmt04065453
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025299
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025299
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt031259
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016697
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt047956
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0799500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12265013
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS - EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025299
IRS990ScheduleD/RevenueSubtotalAmt04165626
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CPAMERICA HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF CPAMERICA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0207891
IRS990ScheduleD/TotalBookValueSecuritiesAmt03064513
IRS990ScheduleD/TotalExpensesPerForm990Amt04090752
IRS990ScheduleD/TotalRevenuePerForm990Amt04190925
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04165626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04065453
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0188374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1160043
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount031600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt18385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt13000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALAN E DEICHLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LINDA HARDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1NATIONAL TAX DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0238146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1171428
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS. THE MEMBERS ARE ACCOUNTING FIRMS LOCATED THROUGHOUT THE COUNTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT A BOARD OF DIRECTORS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE DECISIONS MADE BY THE GOVERNING BODY WHICH ARE SUBJECT TO APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT AND THE BOARD OF DIRECTORS REVIEW THE TAX RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS THEIR OFFICERS AND DIRECTORS SIGN CONFLICT OF INTEREST WAIVERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S SALARY WAS ON THE EXECUTIVE SEARCH PROCESS FOR ALAN DEICHLER. THE BOARD REVIEWS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,082,411
Liabilities
$404,497
Net assets
$3,677,914
Revenue
$4,190,925
Expenses
$4,090,752
Net income
$100,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$7.58$1.30$6.28$6.81$6.39$0.41
2023Summary only. Only limited summary data is available for this year.$6.98$1.47$5.50$5.92$6.05$0.12
2022Summary only. Only limited summary data is available for this year.$6.48$1.50$4.98$5.65$5.47$0.19
2021Summary only. Only limited summary data is available for this year.$6.49$0.80$5.70$5.33$5.29$0.03
2020Summary only. Only limited summary data is available for this year.$6.00$0.52$5.48$4.34$3.61$0.73
2019Summary only. Only limited summary data is available for this year.$5.13$0.56$4.57$4.80$4.83$0.03
2018Summary only. Only limited summary data is available for this year.$4.51$0.51$4.00$4.48$4.38$0.10
2017Summary only. Only limited summary data is available for this year.$4.88$0.58$4.30$4.43$4.42$0.00
2016Summary only. Only limited summary data is available for this year.$4.62$0.57$4.04$4.34$4.10$0.24
2015Summary only. Only limited summary data is available for this year.$4.25$0.42$3.83$4.74$4.15$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.08$0.40$3.68$4.19$4.09$0.10
2013Summary only. Only limited summary data is available for this year.$4.03$0.38$3.65$4.31$4.10$0.21
2012Summary only. Only limited summary data is available for this year.$3.58$0.41$3.17$4.16
2011Summary only. Only limited summary data is available for this year.$3.31$0.41$2.89$4.07
2010Summary only. Only limited summary data is available for this year.$2.99$0.42$2.58$3.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • $1M-$5M nonprofits