Civic Intelligence

Cpamerica International Inc

990 • Fiscal year 2019 • EIN 58-1325741

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 04, 2020

Organization ProfileWWW.CPAMERICA.ORG

View Organization Page

7555 W University AvenueGainesville, FL 32607

(352) 727-4139

Siviq Scores

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

Liabilities / Assets

30th percentile

0.11x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.12x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Net Margin

28th percentile

-0.7%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$422,589

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

7.0%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$5,131,312

Up $626,090 (+14%) from 2018

Net Assets

Up

$4,568,426

Up $571,600 (+14%) from 2018

Liabilities

Up

$562,886

Up $54,490 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin28th percentile

Revenue

Up

$4,797,774

Up $314,535 (+7.0%) from 2018

Expenses

Up

$4,831,345

Up $451,179 (+10%) from 2018

Net Income

Down

-$33,571

Down $136,644 (-133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$5,131,312
Liabilities$562,886
Net Assets$4,568,426
Open 2019 Filing

Operations Trend

Revenue Growth66th 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

2019

Revenue$4,797,774
Expenses$4,831,345
Net Income-$33,571
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 4, 2020
Return Version
2019v5.1
Gross Receipts
$6,120,798
Mission and Program Overview

Mission

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

Cpamerica's mission is to develop sharing opportunities between member firms that lead to their mutual growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,404,022$4,011,940▲ $607,918
Cash and Non-Interest-Bearing Accounts$502,781$594,671▲ $91,890
Prepaid Expenses and Deferred Charges$216,767$233,185▲ $16,418
Intangible Assets$231,126$97,062▼ $134,064
Accounts Receivable$69,070$86,387▲ $17,317
Land, Buildings, and Equipment, Net$64,955$81,443▲ $16,488
Total Assets$4,505,222$5,131,312▲ $626,090
Other Assets Total$16,501$26,624▲ $10,123
Liabilities
Accounts Payable and Accrued Expenses$405,754$463,971▲ $58,217
Deferred Revenue$86,416$88,688▲ $2,272
Other Liabilities$16,226$10,227▼ $5,999
Total Liabilities$508,396$562,886▲ $54,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,996,826$4,568,426▲ $571,600
Total Net Assets Fund Balance$3,996,826$4,568,426▲ $571,600
Total Liabilities and Net Assets / Fund Balance$4,505,222$5,131,312▲ $626,090

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$65,276$369,102$434,378
Leasehold Improvements$16,167$1,143$17,310
Other Securities$462,246--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan E DeichlerPresidentFT$282,315$140,274$422,589
Grace HorvathVP of Services/secretaryFT$130,922$27,282$158,204
Harrison SchofillDirector of ItFT$137,985$7,403$145,388
Lauren BushDirector of Finance, TreasurerFT$97,132$7,938$105,070

Board Members and Trustees

NameTitle
Sharon M ThompsonChair
Brian MalthouseImmediate Past Chair
Ernie GelpiVice Chair
Donald a CowanDirector
Frank J MonacoDirector
Gregory HammondsDirector
James W BarrettDirector
Martin MollDirector
W Dane FloydDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Dmj & Co PllcConsulting ServicesPO BOX 9528, Greensboro, NC 27429$125,794
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,562,791
Investment Income
$103,420
Other Revenue
$131,563
Change in Net Assets
$-33,571

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,777,431
Revenue Not Reported on Financial Statements
$20,343
Revenue Not Reported on Form 990
$5,898
Total Revenue per Audited Statements
$4,783,329
Total Revenue per Form 990
$4,797,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,993,503
Salaries, Compensation, and Employee Benefits$1,837,842
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,048,847
Conferences and Meetings---$730,125
Current Officers, Directors, Trustees, and Key Employees---$685,863
Travel---$251,011
Office Expenses---$241,478
Depreciation Depletion---$202,759
Occupancy---$165,525
Fees for Services Other---$150,061
All Other Expenses---$143,906
Advertising---$108,051
Other Employee Benefits---$68,815
Other Expenses---$56,250
Pension Plan Contributions---$34,317
Information Technology---$27,457
Fees for Services Accounting---$21,050
Fees for Service Investment Mgmnt Fees---$20,343
Insurance---$16,002
Interest---$7,495
Total Functional Expenses$0$0$0$4,831,345

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,831,345
Total Expenses per Audited Statements$4,816,900
Expenses per Audited Statements$4,811,002
Expenses Not Reported on Financial Statements$20,343
Expenses Not Reported on Form 990$5,898
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligations$10,227
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 35% controlled entity
No
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 11B

“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 Inc
EIN
58-1325741
Phone
3527274139
Address
7555 W UNIVERSITY AVENUE, GAINESVILLE, FL 32607

Signing Officer

Name
Alan Deichler
Title
President
Phone
3527274070
Signed
2020-08-04
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
20
Volunteers
0

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PLACE, GAINESVILLE, FL 32607-2063
Preparer
Katie Davis
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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 5,898.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 5,898.”

Raw XML AppendixShowing 400 of 498 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0405754
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0463971
IRS990/AccountsReceivableGrp/BOYAmt069070
IRS990/AccountsReceivableGrp/EOYAmt086387
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CPAMERICA'S MISSION IS TO DEVELOP SHARING OPPORTUNITIES BETWEEN MEMBER FIRMS THAT LEAD TO THEIR MUTUAL GROWTH.
IRS990/AdvertisingGrp/TotalAmt0108051
IRS990/AllOtherExpensesGrp/TotalAmt0143906
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALAN DEICHLER
IRS990/BooksInCareOfDetail/PhoneNum03527274156
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07555 W UNIVERSITY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAINESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032607
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0502781
IRS990/CashNonInterestBearingGrp/EOYAmt0594671
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0685863
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0730125
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0125794
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 9528
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GREENSBORO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027429
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DMJ & CO PLLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0103420
IRS990/CYOtherExpensesAmt02993503
IRS990/CYOtherRevenueAmt0131563
IRS990/CYProgramServiceRevenueAmt04562791
IRS990/CYRevenuesLessExpensesAmt0-33571
IRS990/CYSalariesCompEmpBnftPaidAmt01837842
IRS990/CYTotalExpensesAmt04831345
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04797774
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt086416
IRS990/DeferredRevenueGrp/EOYAmt088688
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0202759
IRS990/Desc0CPAMERICA HOSTS CONFERENCES AND SEMINARS FOR ITS MEMBERS IN MULTIPLE FORMATS THROUGHOUT THE YEAR.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt021050
IRS990/FeesForServicesOtherGrp/TotalAmt0150061
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020343
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt940223
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1020902
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt117938
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127403
IRS990/Form990PartVIISectionAGrp/PersonNm0SHARON M THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ERNIE GELPI
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN MALTHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm3GREGORY HAMMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm4DONALD A COWAN
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK J MONACO
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES W BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm7MARTIN MOLL
IRS990/Form990PartVIISectionAGrp/PersonNm8W DANE FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm9ALAN E DEICHLER
IRS990/Form990PartVIISectionAGrp/PersonNm10GRACE HORVATH
IRS990/Form990PartVIISectionAGrp/PersonNm11LAUREN BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm12HARRISON SCHOFILL
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/ReportableCompFromOrgAmt9382366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10137302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1197132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12137985
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF SERVICES/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF FINANCE, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF IT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-5897
IRS990/GainOrLossGrp/SecuritiesAmt0-27075
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01290052
IRS990/GrossReceiptsAmt06120798
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt027457
IRS990/InsuranceGrp/TotalAmt016002
IRS990/IntangibleAssetsGrp/BOYAmt0231126
IRS990/IntangibleAssetsGrp/EOYAmt097062
IRS990/InterestGrp/TotalAmt07495
IRS990/InvestmentIncomeGrp/ExclusionAmt0136392
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0136392
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03404022
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04011940
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0370245
IRS990/LandBldgEquipBasisNetGrp/BOYAmt064955
IRS990/LandBldgEquipBasisNetGrp/EOYAmt081443
IRS990/LandBldgEquipCostOrOtherBssAmt0451688
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05897
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01317127
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THROUGH SHARING. TO HELP OUR MEMBER FIRMS DRAMATICALLY IMPROVE THEIR POSITION IN THE MARKETPLACE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03996826
IRS990/NetAssetsOrFundBalancesEOYAmt04568426
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-32972
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-32972
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0605171
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03996826
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04568426
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0165525
IRS990/OfficeExpensesGrp/TotalAmt0241478
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016501
IRS990/OtherAssetsTotalGrp/EOYAmt026624
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068815
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1SPEAKER FEES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RETAINER FEES
IRS990/OtherExpensesGrp/TotalAmt0329656
IRS990/OtherExpensesGrp/TotalAmt1264120
IRS990/OtherExpensesGrp/TotalAmt2258214
IRS990/OtherExpensesGrp/TotalAmt356250
IRS990/OtherLiabilitiesGrp/BOYAmt016226
IRS990/OtherLiabilitiesGrp/EOYAmt010227
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/BusinessCd1541900
IRS990/OtherRevenueMiscGrp/Desc0REVENUE SHARE FEE
IRS990/OtherRevenueMiscGrp/Desc1RETAINERS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0113563
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0113563
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt018000
IRS990/OtherRevenueTotalAmt0131563
IRS990/OtherSalariesAndWagesGrp/TotalAmt01048847
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt034317
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0216767
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0233185
IRS990/PrincipalOfficerNm0ALAN DEICHLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4611430
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CPE SEMINARS/REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP FEES
IRS990/ProgramServiceRevenueGrp/Desc3COMMISSION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4ENROLLMENT FEES/ENTRANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02865563
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11385861
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2150151
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt390437
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt448750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02865563
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11385861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt390437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt448750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0160223
IRS990/PYOtherExpensesAmt02717367
IRS990/PYOtherRevenueAmt0128693
IRS990/PYProgramServiceRevenueAmt04194323
IRS990/PYRevenuesLessExpensesAmt0103073
IRS990/PYSalariesCompEmpBnftPaidAmt01662799
IRS990/PYTotalExpensesAmt04380166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04483239
IRS990/ReconcilationRevenueExpnssAmt0-33571
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt065276
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0369102
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0434378
IRS990ScheduleD/ExpensesNotReportedAmt05898
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020343
IRS990ScheduleD/ExpensesSubtotalAmt04811002
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020343
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020343
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016167
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01143
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt017310
IRS990ScheduleD/OtherExpensesIncludedAmt05898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASE OBLIGATIONS
IRS990ScheduleD/OtherRevenueAmt05898
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01120887
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12428807
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2462246
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS - FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS - EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt05898
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020343
IRS990ScheduleD/RevenueSubtotalAmt04777431
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/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS 5,898.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON DISPOSAL OF ASSETS 5,898.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt081443
IRS990ScheduleD/TotalBookValueSecuritiesAmt04011940
IRS990ScheduleD/TotalExpensesPerForm990Amt04831345
IRS990ScheduleD/TotalLiabilityAmt010227
IRS990ScheduleD/TotalRevenuePerForm990Amt04797774
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04783329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04816900
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0282315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1130922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0100051
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount16380
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/DeferredCompensationFlngOrgAmt017373
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022850
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt113778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALAN E DEICHLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GRACE HORVATH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP OF SERVICES/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0422589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1158204
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,131,312
Liabilities
$562,886
Net assets
$4,568,426
Revenue
$4,797,774
Expenses
$4,831,345
Net income
-$33,571
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
2019Detailed filing. Detailed filing 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
2014Summary only. Only limited summary 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