Civic Intelligence

Austin CPA Continuing Professional Education Foundation

990 • Fiscal year 2021 • EIN 74-2195471

Jun 01, 2020 to May 31, 2021 • Filed on Apr 15, 2022

Organization Profilecpascount.org
3305 Northland Drive 406Austin, TX 78731

(512) 445-0044

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

40th percentile

2.3%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

46%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$488,435

Up $111,291 (+30%) from 2020

Net Assets

Up

$471,850

Up $97,856 (+26%) from 2020

Liabilities

Up

$16,585

Up $13,435 (+427%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin40th percentile

Revenue

Up

$414,578

Up $130,635 (+46%) from 2020

Expenses

Up

$405,236

Up $117,413 (+41%) from 2020

Net Income

Up

$9,342

Up $13,222 (+341%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$488,435
Liabilities$16,585
Net Assets$471,850
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$414,578
Expenses$405,236
Net Income$9,342
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 15, 2022
Return Version
2020v4.0
Gross Receipts
$414,578
Mission and Program Overview

Mission

To provide continuing education for cpas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$373,994$471,850▲ $97,856
Investments in Publicly Traded Securities$307,624$404,931▲ $97,307
Savings and Temporary Cash Investments$17,995$48,842▲ $30,847
Prepaid Expenses and Deferred Charges$11,661$19,938▲ $8,277
Accounts Receivable$17,382$0▼ $17,382
Cash and Non-Interest-Bearing Accounts$21,256$14,724▼ $6,532
Land, Buildings, and Equipment, Net$1,226$0▼ $1,226
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$377,144$488,435▲ $111,291
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,505$11,020▲ $9,515
Deferred Revenue$1,645$5,565▲ $3,920
Total Liabilities$3,150$16,585▲ $13,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$373,994$471,850▲ $97,856
Total Liabilities and Net Assets / Fund Balance$377,144$488,435▲ $111,291

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$29,323$29,323
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Donna WeslingTxcpa Pst Chair
Edward Summers-thru 920Txcpa Pst Chair
Gary McintoshTxcpa Pst Chair
Jeremy MyersPresident
Paul MatthewsPresident Elect
Diane JoinerExecutive Director
Carol BoydTXCPA Director
Christina MondrikTxcpa Director
Connie ClarkTxcpa Director
Diana SullivanTXCPA Director
Jan KeelingTxcpa Director
Jason LucioTxcpa Director
Jesus DominguezTxcpa Director
Joyce SmithTxcpa Director
Kristy Holmes-hetzelTxcpa Director
Lara AkinboyeTxcpa Director
Mary Kay RobinsonTxcpa Director
Matthew MalcomTXCPA Director
Michele HeymanTxcpa Director
Jennifer BrownImm Past Pres
Bang HuynhMember at Large
David CrumbaughMember at Large
James PumphretMember at Large
Larry StephensMember at Large
Mark FranklinMember at Large
Nancy FossMember at Large
Sarah-burgess FinleyMember at Large
Kara HamannMmbr at Large
Bryan MorganMngr Comm Inv
Amanda KleinMngr, Ed & Lead
Elizabeth BaileyMngr, Mem Serv.
Angela HardySec/treas Elect
Tracie Miller-noblesSecretary/treas
Ekaterina RhodenTxcpa Eb Member
Revenue and Support

Revenue Composition

Contributions and Grants
$9,624
Program Service Revenue
$396,172
Investment Income
$8,782
Other Revenue
$0
All Other Contributions
$9,624
Change in Net Assets
$9,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$395,236
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$72,792-$72,792
Occupancy$52,003--$52,003
Grants to Domestic Individuals$10,000--$10,000
Office Expenses$3,984--$3,984
Other Expenses$1,250--$1,250
Depreciation Depletion$1,226--$1,226
Fees for Services Other$657--$657
All Other Expenses$270--$270
Conferences and Meetings-$189-$189
Total Functional Expenses$332,255$72,981$0$405,236
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The Society has a management agreement with the Austin Chapter to provide staff leadership, necessary personnel and management expertise to accomplish all the required staff functions for the effective operation of the chapter.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The return is reviewed in detail by the CFO and Executive Director. In addition, the Form 990 is provided to the Chapters board of directors with the opportunity for them to ask questions and provide feedback.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each officer and director is required to sign a statement on an annual basis confirming that he/she is in compliance with the conflict of interest policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Austin Chapter-txcpa Cpe Foundation
EIN
74-2195471
Phone
5124450044
Address
3305 NORTHLAND DRIVE 406, AUSTIN, TX 78731

Signing Officer

Name
Angela Hardy
Title
Sec/treas Elect
Signed
2022-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Joiner
Formed
1981
Legal Domicile
TX
Voting Board Members
33
Independent Board Members
33
Employees
0
Volunteers
50

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Raw XML AppendixShowing 400 of 696 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,435
Liabilities
$16,585
Net assets
$471,850
Revenue
$414,578
Expenses
$405,236
Net income
$9,342
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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