Civic Intelligence

Austin CPA Continuing Professional Education Foundation

990 • Fiscal year 2018 • EIN 74-2195471

Jun 01, 2017 to May 31, 2018 • Filed on Oct 06, 2018

Organization Profileaustin.tscpa.org
3305 Northland DriveAustin, TX 78731-4990

(512) 445-0044

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$370,868

Up $24,724 (+7.1%) from 2017

Net Assets

Up

$345,782

Up $47,818 (+16%) from 2017

Liabilities

Down

$25,086

Down $23,094 (-48%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin68th percentile

Revenue

Up

$360,674

Up $38,873 (+12%) from 2017

Expenses

Up

$312,856

Up $14,498 (+4.9%) from 2017

Net Income

Up

$47,818

Up $24,375 (+104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2010: $204,894Liabilities 2010: $13,542Net Assets 2010: $191,3522010Assets 2011: $241,858Liabilities 2011: $27,983Net Assets 2011: $213,8752011Assets 2012: $252,970Liabilities 2012: $38,683Net Assets 2012: $214,2872012Assets 2013: $271,554Liabilities 2013: $25,277Net Assets 2013: $246,2772013Assets 2014: $332,401Liabilities 2014: $53,036Net Assets 2014: $279,3652014Assets 2015: $313,741Liabilities 2015: $23,149Net Assets 2015: $290,5922015Assets 2016: $303,893Liabilities 2016: $29,374Net Assets 2016: $274,5192016Assets 2017: $346,144Liabilities 2017: $48,180Net Assets 2017: $297,9642017Assets 2018: $370,868Liabilities 2018: $25,086Net Assets 2018: $345,7822018Assets 2019: $419,815Liabilities 2019: $38,087Net Assets 2019: $381,7282019Assets 2020: $377,144Liabilities 2020: $3,150Net Assets 2020: $373,9942020Assets 2021: $488,435Liabilities 2021: $16,585Net Assets 2021: $471,8502021Assets 2022: $445,391Liabilities 2022: $26,333Net Assets 2022: $419,0582022Assets 2023: $626,174Liabilities 2023: $328,609Net Assets 2023: $297,5652023Assets 2024: $591,725Liabilities 2024: $275,615Net Assets 2024: $316,1102024

Highlighted filing

2018

Assets$370,868
Liabilities$25,086
Net Assets$345,782
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $285,524Expenses 2010: $251,526Net Income 2010: $33,9982010Revenue 2011: $269,142Expenses 2011: $248,021Net Income 2011: $21,1212011Revenue 2012: $246,049Expenses 2012: $244,941Net Income 2012: $1,1082012Expenses 2013: $232,3512013Revenue 2014: $311,859Expenses 2014: $278,770Net Income 2014: $33,0892014Revenue 2015: $287,934Expenses 2015: $276,709Net Income 2015: $11,2252015Revenue 2016: $268,317Expenses 2016: $284,391Net Income 2016: -$16,0742016Revenue 2017: $321,801Expenses 2017: $298,358Net Income 2017: $23,4432017Revenue 2018: $360,674Expenses 2018: $312,856Net Income 2018: $47,8182018Revenue 2019: $368,435Expenses 2019: $328,403Net Income 2019: $40,0322019Revenue 2020: $283,943Expenses 2020: $287,823Net Income 2020: -$3,8802020Revenue 2021: $414,578Expenses 2021: $405,236Net Income 2021: $9,3422021Revenue 2022: $194,447Expenses 2022: $230,788Net Income 2022: -$36,3412022Revenue 2023: $147,239Expenses 2023: $257,163Net Income 2023: -$109,9242023Revenue 2024: $124,086Expenses 2024: $142,546Net Income 2024: -$18,4602024

Highlighted filing

2018

Revenue$360,674
Expenses$312,856
Net Income$47,818
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 6, 2018
Return Version
2017v2.2
Gross Receipts
$360,674
Mission and Program Overview

Mission

To provide continuing education for cpas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$297,964$345,782▲ $47,818
Investments in Publicly Traded Securities$232,483$247,937▲ $15,454
Savings and Temporary Cash Investments$49,617$54,674▲ $5,057
Cash and Non-Interest-Bearing Accounts$34,923$38,992▲ $4,069
Prepaid Expenses and Deferred Charges-$8,582-
Accounts Receivable$12,798$3,841▼ $8,957
Land, Buildings, and Equipment, Net$6,154$3,678▼ $2,476
Total Assets$346,144$370,868▲ $24,724
Other Assets Total$10,169$13,164▲ $2,995
Liabilities
Deferred Revenue$29,625$21,950▼ $7,675
Other Liabilities$11,502--
Accounts Payable and Accrued Expenses$7,053$3,136▼ $3,917
Total Liabilities$48,180$25,086▼ $23,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$297,964$345,782▲ $47,818
Total Liabilities and Net Assets / Fund Balance$346,144$370,868▲ $24,724

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,678$39,637$43,315
Other Assets Org$13,164--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Angie Hardy CPAChair Oversight Council
Donna Wesling CPATscpa Past Chair
Ed Summers CPATscpa Past Chair
Gary Mcintosh CPATscpa Past Chair
Kate Rhoden CPAPresident
Kristy Holmes-hetzel CPAPresident-elect
Diane JoinerExecutive Director
Christi Mondrik CPATscpa Director
Connie Clark CPATscpa Director
Diana Sullivan CPATscpa Director
Jan Keeling CPATscpa Director
Jesse Dominguez CPATscpa Director
John Pearce CPATscpa Director
Joyce Smith CPATscpa Director
Katy Avenson CPATscpa Director
Matt Malcom CPATscpa Director
Nancy Foss CPATscpa Director
Olivia Riley CPATscpa Director
Rosie MorrisTscpa Director
Michele Heyman CPATscpa Exec Board Member
Ashlee Martin CPAManager
Lara Akinboye CPAManager
Mary Kay Robinson CPAManager
Olivia Riley CPAManager
Paul Matthews CPAManager
Sean V Skellenger CPAManager
Bette Williams CPAMember at Large
Bryan Morgan CPAMember at Large
Carol Boyd CPAMember at Large
Debra Watkins CPAMember at Large
Jessica Lopez CPAMember at Large
Jessica Sajak CPAMember at Large
Jim Pumphret CPAMember at Large
Travis Johnston CPAMember at Large
Jeremy Myers CPASec/treas Elect
Jennifer Brown CPASecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$325,714
Investment Income
$15,511
Other Revenue
$17,449
All Other Contributions
$2,000
Change in Net Assets
$47,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,856
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$93,020$0$0$93,020
Fees for Services Management$0$61,819$0$61,819
Occupancy$41,113$0$0$41,113
All Other Expenses$31,077$88$0$31,165
Grants to Domestic Individuals$12,000--$12,000
Depreciation Depletion$0$2,476$0$2,476
Fees for Services Other$480$0$0$480
Total Functional Expenses$237,442$75,414$0$312,856
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Austin Chapter--tscpa Cpe Foundation
EIN
74-2195471
Phone
5124450044
Address
3305 NORTHLAND DRIVE, AUSTIN, TX 78731-4990

Signing Officer

Name
Diane Joiner
Title
Executive Director
Phone
5124450044
Signed
2018-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Joiner
Formed
1981
Legal Domicile
TX
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
20

Preparer

Firm
Byron a Parker CPA
Address
500 SOUTH CENTER STREET, FORNEY, TX 75126
Preparer
Byron a Parker CPA
Phone
9725640247
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE TEXAS SOCIETY OF CPAs WITH THE CPA PREPARER.”

Pt VI, Line 12C

“All officers and directors are required to complete the conflicts policy annually to affirm that there are no conflicts.”

Pt VI, Line 15A

“No director or officer is compensated by the filing organization and there are no paid employees.”

Pt VI, Line 15B

“No director or officer is compensated by the filing organization and there are no paid employees.”

Pt VI, Line 19

“Governing documents, conflicts of interest policy and other documents are made available to the public upon request.”

Form 990, Part IX, Line 24E

“Copier charges 7200. 7200. 0. 0.”

Form 990, Part IX, Line 24E

“Instructor travel 6264. 6264. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 2390. 2390. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment and supplies 1618. 1618. 0. 0.”

Form 990, Part IX, Line 24E

“Meetings 4997. 4997. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous expenses 88. 0. 88. 0.”

Form 990, Part IX, Line 24E

“Printing 4009. 4009. 0. 0.”

Form 990, Part IX, Line 24E

“Shipping and postage 4585. 4585. 0. 0.”

Form 990, Part IX, Line 24E

“Scholarship fund expense 14. 14. 0. 0.”

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IRS990/Form990PartVIISectionAGrp/PersonNm17JOYCE SMITH CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18ED SUMMERS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19MICHELE HEYMAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20DONNA WESLING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21BETTE WILLIAMS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRISTI MONDRIK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23DIANA SULLIVAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24ROSIE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm25MATT MALCOM CPA
IRS990/Form990PartVIISectionAGrp/PersonNm26JESSE DOMINGUEZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm27OLIVIA RILEY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm28TRAVIS JOHNSTON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm29JIM PUMPHRET CPA
IRS990/Form990PartVIISectionAGrp/PersonNm30DEBRA WATKINS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm31BRYAN MORGAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm32JESSICA LOPEZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm33JESSICA SAJAK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm34CONNIE CLARK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm35JOHN PEARCE CPA
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TSCPA DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TSCPA DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26TSCPA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27TSCPA DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt31MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt32MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt33MEMBER AT LARGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt35TSCPA DIRECTOR
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$370,868
Liabilities
$25,086
Net assets
$345,782
Revenue
$360,674
Expenses
$312,856
Net income
$47,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$2.76$3.16$1.24$1.43$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$3.29$2.98$1.47$2.57$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.26$4.19$1.94$2.31$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.17$4.72$4.15$4.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.03$3.74$2.84$2.88$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.38$3.82$3.68$3.28$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.25$3.46$3.61$3.13$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.48$2.98$3.22$2.98$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.29$2.75$2.68$2.84$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.23$2.91$2.88$2.77$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.53$2.79$3.12$2.79$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.25$2.46$2.32
2012Summary only. Only limited summary data is available for this year.$2.53$0.39$2.14$2.46$2.45$0.01
2011Summary only. Only limited summary data is available for this year.$2.42$0.28$2.14$2.69$2.48$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.14$1.91$2.86$2.52$0.34