Civic Intelligence

San Antonio CPA Continuing Education Foundation

990T • Fiscal year 2021 • EIN 74-1969656

Jun 01, 2020 to May 31, 2021 • Filed on Dec 21, 2021

Organization ProfileWWW.TX.CPA/SANANTONIO
901 NE Loop 410 No 420San Antonio, TX 78209-1307

(210) 828-2722

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $422,704Liabilities 2012: $46,126Net Assets 2012: $376,5782012Assets 2013: $476,245Liabilities 2013: $69,122Net Assets 2013: $407,1232013Assets 2014: $524,341Liabilities 2014: $82,608Net Assets 2014: $441,7332014Assets 2015: $564,249Liabilities 2015: $98,954Net Assets 2015: $465,2952015Assets 2016: $655,579Liabilities 2016: $171,629Net Assets 2016: $483,9502016Assets 2017: $571,316Liabilities 2017: $100,991Net Assets 2017: $470,3252017Assets 2018: $642,387Liabilities 2018: $130,388Net Assets 2018: $511,9992018Assets 2019: $711,889Liabilities 2019: $189,161Net Assets 2019: $522,7282019Assets 2020: $646,327Liabilities 2020: $175,783Net Assets 2020: $470,5442020Assets 2021: $519,643Liabilities 2021: $79,886Net Assets 2021: $439,7572021Assets 2023: $607,943Liabilities 2023: $29,379Net Assets 2023: $578,5642023Assets 2024: $605,647Liabilities 2024: $99,212Net Assets 2024: $506,4352024

Latest loaded filing

2024

Assets$605,647
Liabilities$99,212
Net Assets$506,435
Open 2024 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $419,9472012Expenses 2013: $429,7502013Revenue 2014: $507,865Expenses 2014: $473,225Net Income 2014: $34,6402014Revenue 2015: $495,237Expenses 2015: $471,665Net Income 2015: $23,5722015Revenue 2016: $522,725Expenses 2016: $504,361Net Income 2016: $18,3642016Revenue 2017: $489,950Expenses 2017: $503,575Net Income 2017: -$13,6252017Revenue 2018: $472,670Expenses 2018: $430,996Net Income 2018: $41,6742018Revenue 2019: $504,096Expenses 2019: $493,367Net Income 2019: $10,7292019Revenue 2020: $372,024Expenses 2020: $424,208Net Income 2020: -$52,1842020Revenue 2021: $260,353Expenses 2021: $291,140Net Income 2021: -$30,7872021Revenue 2023: $305,378Expenses 2023: $290,260Net Income 2023: $15,1182023Revenue 2024: $220,163Expenses 2024: $175,682Net Income 2024: $44,4812024

Latest loaded filing

2024

Revenue$220,163
Expenses$175,682
Net Income$44,481
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 21, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

The foundation sponsors high quality, affordable continuing education, awards scholarships and provides a platform for volunteer to give back to the community.

Filing and Contact Details

Filer

Filer Name
San Antonio CPA Continuing Education
EIN
74-1969656
Phone
2108282722
Address
901 NE LOOP 410 NO 420, SAN ANTONIO, TX 78209-1307

Signing Officer

Name
Marina Polanco
Title
Secretary/treasurer
Phone
2108282722
Signed
2021-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9901 IH-10 WEST STE 350, SAN ANTONIO, TX 78230
Preparer
Jennifer Siemer
Phone
2102987900
Raw XML Appendix151 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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IRS990T/BooksInCareOfDetail/PersonNm0JACQUI BELCHER
IRS990T/BooksInCareOfDetail/PhoneNum02108282722
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 NE LOOP 401 SUITE 420
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0782091307
IRS990T/BookValueAssetsEOYAmt0519643
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ExcessReadershipCostsAmt09528
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ExcessReadershipCostsDedAmt05248
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/GrossAdvertisingIncomeAmt08555
IRS990TScheduleA/AdvertisingIncmPeriodicalGrp/ReadershipCostsAmt09528
IRS990TScheduleA/GrossProfitAmt0735
IRS990TScheduleA/GrossReceiptsOrSalesAmt0735
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0NONE
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc1NONE
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IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt10
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IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt10
IRS990TScheduleA/NetAdvertisingIncomeAmt05248
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0735
IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/OtherDeductionsAmt0527
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/PrincipalBusinessActivityCd1541800
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0401 NE LOOP 410
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0SAN ANTONIO
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0TX
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd078209
IRS990TScheduleA/SalariesAndWagesAmt0274
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum02
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IRS990TScheduleA/TaxesAndLicensesAmt018
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0819
IRS990TScheduleA/TotalDeductionsAmt15248
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt13307
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt18555
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt15248
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0735
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt15248
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0735
IRS990TScheduleA/TotUnrltTrdBusIncmAmt18555
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt13307
IRS990TScheduleA/TradeOrBusinessDesc0SEMINARS - OUTSIDE VENDORS
IRS990TScheduleA/TradeOrBusinessDesc1NEWSLETTER ADVERTISING
IRS990TScheduleA/UBIBeforeNOLDedAmt0-84
IRS990TScheduleA/UBIBeforeNOLDedAmt10
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-84
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0401 NE LOOP 410
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0SAN ANTONIO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0TX
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd078209
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARINA POLANCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02108282722
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO CPA CONTINUING EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0741969656
ReturnHeader/Filer/PhoneNum02108282722
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 NE LOOP 410 NO 420
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782091307
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09901 IH-10 WEST STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02102987900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER SIEMER
ReturnHeader/ReturnTs02021-12-21T14:31:23-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLANCO
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.99$5.06$2.20$1.76$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.29$5.79$3.05$2.90$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.80$4.40$2.60$2.91$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$1.76$4.71$3.72$4.24$0.52
2019Detailed filing. Detailed filing data is available for this year.$7.12$1.89$5.23$5.04$4.93$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.42$1.30$5.12$4.73$4.31$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$1.01$4.70$4.90$5.04$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$1.72$4.84$5.23$5.04$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.99$4.65$4.95$4.72$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.24$0.83$4.42$5.08$4.73$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.69$4.07$4.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.46$3.77$4.20