Civic Intelligence

API Fund for Payroll Education Inc.

990 • Fiscal year 2017 • EIN 74-2751291

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.AMERICANPAYROLL.ORG
660 North Main Avenue No 100San Antonio, TX 78205

(210) 226-4600

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.21x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$2,283,514

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$23,702,189

Up $2,552,424 (+12%) from 2016

Net Assets

Up

$21,294,082

Up $2,597,137 (+14%) from 2016

Liabilities

Down

$2,408,107

Down $44,713 (-1.8%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin75th percentile

Revenue

Up

$11,274,894

Up $8,330 (+0.1%) from 2016

Expenses

Up

$9,525,989

Up $748,552 (+8.5%) from 2016

Net Income

Down

$1,748,905

Down $740,222 (-30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$30M$20M$10M$0Assets 2011: $12,469,855Liabilities 2011: $1,749,108Net Assets 2011: $10,720,7472011Assets 2012: $14,096,942Liabilities 2012: $2,178,250Net Assets 2012: $11,918,6922012Assets 2013: $15,303,902Liabilities 2013: $2,306,996Net Assets 2013: $12,996,9062013Assets 2014: $17,451,629Liabilities 2014: $2,428,927Net Assets 2014: $15,022,7022014Assets 2015: $18,922,074Liabilities 2015: $2,794,783Net Assets 2015: $16,127,2912015Assets 2016: $21,149,765Liabilities 2016: $2,452,820Net Assets 2016: $18,696,9452016Assets 2017: $23,702,189Liabilities 2017: $2,408,107Net Assets 2017: $21,294,0822017Assets 2018: $21,319,841Liabilities 2018: $1,998,273Net Assets 2018: $19,321,5682018Assets 2019: $19,437,495Liabilities 2019: $2,088,924Net Assets 2019: $17,348,5712019Assets 2020: $15,338,391Liabilities 2020: $1,294,168Net Assets 2020: $14,044,2232020Assets 2021: $20,801,740Liabilities 2021: $621,898Net Assets 2021: $20,179,8422021Assets 2022: $19,737,837Liabilities 2022: $928,885Net Assets 2022: $18,808,9522022Assets 2023: $14,735,337Liabilities 2023: $1,538,226Net Assets 2023: $13,197,1112023Assets 2024: $14,208,789Liabilities 2024: $1,688,589Net Assets 2024: $12,520,2002024

Highlighted filing

2017

Assets$23,702,189
Liabilities$2,408,107
Net Assets$21,294,082
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,297,3792011Revenue 2012: $10,138,066Expenses 2012: $8,949,306Net Income 2012: $1,188,7602012Revenue 2013: $10,064,407Expenses 2013: $8,824,140Net Income 2013: $1,240,2672013Revenue 2014: $10,556,469Expenses 2014: $8,662,642Net Income 2014: $1,893,8272014Revenue 2015: $11,022,907Expenses 2015: $9,628,312Net Income 2015: $1,394,5952015Revenue 2016: $11,266,564Expenses 2016: $8,777,437Net Income 2016: $2,489,1272016Revenue 2017: $11,274,894Expenses 2017: $9,525,989Net Income 2017: $1,748,9052017Revenue 2018: $10,683,339Expenses 2018: $11,820,504Net Income 2018: -$1,137,1652018Revenue 2019: $10,703,315Expenses 2019: $12,676,312Net Income 2019: -$1,972,9972019Revenue 2020: $6,483,149Expenses 2020: $9,787,497Net Income 2020: -$3,304,3482020Revenue 2021: $7,778,526Expenses 2021: $10,829,418Net Income 2021: -$3,050,8922021Revenue 2022: $10,894,809Expenses 2022: $12,265,699Net Income 2022: -$1,370,8902022Revenue 2023: $10,711,979Expenses 2023: $12,870,682Net Income 2023: -$2,158,7032023Revenue 2024: $11,882,334Expenses 2024: $12,559,245Net Income 2024: -$676,9112024

Highlighted filing

2017

Revenue$11,274,894
Expenses$9,525,989
Net Income$1,748,905
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$11,274,894
Mission and Program Overview

Mission

To instruct and educate the payroll profession and the public about sound payroll management practices and government regulations through educational programs, lectures, forums, seminars and workshops.

To instruct and educate about sound payroll management practices

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,628,880$2,139,580▼ $489,300
Prepaid Expenses and Deferred Charges$346,713$768,369▲ $421,656
Accounts Receivable$605,009$575,841▼ $29,168
Cash and Non-Interest-Bearing Accounts$172,964$494,234▲ $321,270
Inventories for Sale or Use$92,812$49,471▼ $43,341
Total Assets$21,149,765$23,702,189▲ $2,552,424
Other Assets Total$17,303,387$19,674,694▲ $2,371,307
Liabilities
Deferred Revenue$1,559,975$1,892,315▲ $332,340
Accounts Payable and Accrued Expenses$892,845$515,792▼ $377,053
Total Liabilities$2,452,820$2,408,107▼ $44,713
Net Assets / Fund Balance
Unrestricted Net Assets$18,696,945$21,294,082▲ $2,597,137
Total Net Assets Fund Balance$18,696,945$21,294,082▲ $2,597,137
Total Liabilities and Net Assets / Fund Balance$21,149,765$23,702,189▲ $2,552,424

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,139,580$8,169,554$10,309,134
Other Assets Org$2,928--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel J MadduxExecutive DirectorPT$475,797$323,433$799,230
Tammy TrascherChief Operating OfficerPT$166,703$85,597$252,300
MICHAEL O'TOOLE ESQSr. Director of PublicationPT$147,234$43,347$190,581
Robert WagnerSr. Director of CertificationPT$83,504$31,269$114,773
Daniel DycusSr. Director of EducationPT$81,810$21,791$103,601
Eileen GaughranSr. Director of CommunicationPT$78,973$24,310$103,283
James PaillePast PresidentPT-$39,761$39,761
Emily RookBoard Member-$22,300$1,650$23,950
Karen SalemiTreasurer-$13,500$1,650$15,150
Irene ChapmanSecretaryPT$10,500$2,400$12,900
Sondra DoughertyPresidentPT-$9,489$9,489
Brent GowBoard Member-$2,860$1,650$4,510
John RaguzPresident-electPT$550$1,650$2,200
Deborah Viers TraylorBoard MemberPT-$1,650$1,650
Barbara YoungmanBoard MemberPT-$1,650$1,650
Emily LindsayBoard MemberPT-$1,650$1,650
Susan DarringCorporate Member Advisor--$1,650$1,650

Board Members and Trustees

NameTitle
Linda ObertinBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$860,625
Program Service Revenue
$9,700,354
Investment Income
$263,090
Other Revenue
$450,825
All Other Contributions
$860,625
Change in Net Assets
$1,748,905

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,274,894
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,359,438
Total Revenue per Audited Statements
$23,634,332
Total Revenue per Form 990
$11,274,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,936,272
Salaries, Compensation, and Employee Benefits$4,589,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,032,759$508,189-$2,540,948
Conferences and Meetings$1,915,344$478,838-$2,394,182
Current Officers, Directors, Trustees, and Key Employees$1,290,782$322,696-$1,613,478
Depreciation Depletion$480,590$120,147-$600,737
Office Expenses$399,986$125,037-$525,023
Other Employee Benefits$330,345$82,586-$412,931
Fees for Services Other$269,635$67,409-$337,044
Information Technology$256,212$64,052-$320,264
Occupancy$228,873$57,221-$286,094
Travel$208,847$52,211-$261,058
Fees for Services Accounting-$100,259-$100,259
Pension Plan Contributions$17,888$4,472-$22,360
Advertising$12,867$3,217-$16,084
Fees for Services Legal-$11,085-$11,085
All Other Expenses$1,214$5,137-$6,351
Other Expenses$3,658$914-$4,572
Total Functional Expenses$7,507,815$2,018,174$0$9,525,989

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,134,501
Expenses Not Reported on Form 990$12,608,512
Expenses per Audited Statements$9,525,989
Total Expenses per Form 990$9,525,989
Expenses Not Reported on Financial Statements$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
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
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing, the 990 is distributed through a secured website that all board members have access to. The board members review the information on their own and are asked to direct any questions to the executive director or director of financial services. Once all parties are satisfied, the 990 is approved for submission.”

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

“The executive director's salary and bonus is reviewed by an independently engaged consulting firm, who gathers comparable salary to present to an executive compensation committee. The study is reviewed by the executive committee and the full board of directors. The compensation is approved annually during the fall board meeting. This review last took place in 2017.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Api Fund for Payroll Education
EIN
74-2751291
Phone
2102264600
Address
660 NORTH MAIN AVENUE NO 100, SAN ANTONIO, TX 78205
Doing Business As
American Payroll Association

Signing Officer

Name
Daniel J Maddux
Title
Executive Director
Phone
2102264600
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Maddux
Formed
1994
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
8
Employees
91
Volunteers
8

Preparer

Firm
Loeb & Troper Llp
Address
655 THIRD AVENUE 12TH FLOOR, NEW YORK, NY 10017
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Api fund for payroll education has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. Periods ending december 31, 2014 and subsequent remain subject to examination by applicable taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue from related organizations 11,511,206.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expense from related organizations 12,608,512.”

Raw XML AppendixShowing 400 of 787 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/BOYAmt0892845
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0515792
IRS990/AccountsReceivableGrp/BOYAmt0605009
IRS990/AccountsReceivableGrp/EOYAmt0575841
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INSTRUCT AND EDUCATE ABOUT SOUND PAYROLL MANAGEMENT PRACTICES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03217
IRS990/AdvertisingGrp/ProgramServicesAmt012867
IRS990/AdvertisingGrp/TotalAmt016084
IRS990/AllOtherContributionsAmt0860625
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05137
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01214
IRS990/AllOtherExpensesGrp/TotalAmt06351
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BARBARA VANDER
IRS990/BooksInCareOfDetail/PhoneNum02102264600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 NORTH MAIN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078205
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0172964
IRS990/CashNonInterestBearingGrp/EOYAmt0494234
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0322696
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01290782
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01613478
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0478838
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01915344
IRS990/ConferencesMeetingsGrp/TotalAmt02394182
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0860625
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0263090
IRS990/CYOtherExpensesAmt04936272
IRS990/CYOtherRevenueAmt0450825
IRS990/CYProgramServiceRevenueAmt09700354
IRS990/CYRevenuesLessExpensesAmt01748905
IRS990/CYSalariesCompEmpBnftPaidAmt04589717
IRS990/CYTotalExpensesAmt09525989
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011274894
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01559975
IRS990/DeferredRevenueGrp/EOYAmt01892315
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0120147
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0480590
IRS990/DepreciationDepletionGrp/TotalAmt0600737
IRS990/Desc0VARIOUS LEARNING CENTER CLASSES WHICH ARE WEEK LONG CONCENTRATED EDUCATIONAL ACTIVITIES. ANNUAL CONFERENCE WHICH OFFERS OVER 125 EDUCATIONAL CLASSES. SEVERAL SMALL SPECIALIZED MINI-CONFERENCES THAT FOCUS ON SPECIFIC INDUSTRIES OR PROCESSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0AMERICAN PAYROLL ASSOCIATION
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt091
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07507815
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0100259
IRS990/FeesForServicesAccountingGrp/TotalAmt0100259
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011085
IRS990/FeesForServicesLegalGrp/TotalAmt011085
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt067409
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0269635
IRS990/FeesForServicesOtherGrp/TotalAmt0337044
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt026.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt96.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt116.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt124.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1312.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1514.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1617.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt014.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt26.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt86.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt117.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1328.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1526.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1623.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1720.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0388210
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1341119
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1428889
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1543040
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1634711
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt177320
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL J MADDUX
IRS990/Form990PartVIISectionAGrp/PersonNm1SONDRA DOUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN RAGUZ
IRS990/Form990PartVIISectionAGrp/PersonNm3BRENT GOW
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILY LINDSAY
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA OBERTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6EMILY ROOK
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBORAH VIERS TRAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA YOUNGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN SALEMI
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN DARRING
IRS990/Form990PartVIISectionAGrp/PersonNm11IRENE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES PAILLE
IRS990/Form990PartVIISectionAGrp/PersonNm13TAMMY TRASCHER
IRS990/Form990PartVIISectionAGrp/PersonNm14EILEEN GAUGHRAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL O'TOOLE ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERT WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm17DANIEL DYCUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0663356
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt622300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt913500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1110500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13223517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1488838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15162605
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1694641
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17103601
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01231948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt41650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt61650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt71650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt81650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt91650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt101650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt112400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1239761
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1395793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1488837
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1587556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1668535
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17103599
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CORPORATE MEMBER ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SR. DIR OF COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt15SR. DIR OF PUBLICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt16SR. DIR OF CERTIFICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. DIR OF EDUCATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011274894
IRS990/GrossRentsGrp/RealAmt021540
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt064052
IRS990/InformationTechnologyGrp/ProgramServicesAmt0256212
IRS990/InformationTechnologyGrp/TotalAmt0320264
IRS990/InventoriesForSaleOrUseGrp/BOYAmt092812
IRS990/InventoriesForSaleOrUseGrp/EOYAmt049471
IRS990/InvestmentIncomeGrp/ExclusionAmt0263090
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0263090
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08169554
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02628880
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02139580
IRS990/LandBldgEquipCostOrOtherBssAmt010309134
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSTRUCT AND EDUCATE THE PAYROLL PROFESSION AND THE PUBLIC ABOUT SOUND PAYROLL MANAGEMENT PRACTICES AND GOVERNMENT REGULATIONS THROUGH EDUCATIONAL PROGRAMS, LECTURES, FORUMS, SEMINARS AND WORKSHOPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018696945
IRS990/NetAssetsOrFundBalancesEOYAmt021294082
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021540
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021540
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0848232
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt057221
IRS990/OccupancyGrp/ProgramServicesAmt0228873
IRS990/OccupancyGrp/TotalAmt0286094
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0125037
IRS990/OfficeExpensesGrp/ProgramServicesAmt0399986
IRS990/OfficeExpensesGrp/TotalAmt0525023
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017303387
IRS990/OtherAssetsTotalGrp/EOYAmt019674694
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt082586
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0330345
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0412931
IRS990/OtherExpensesGrp/Desc0TAX PROVISION
IRS990/OtherExpensesGrp/Desc1STAFF EVENTS
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14544
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2914
IRS990/OtherExpensesGrp/ProgramServicesAmt040640
IRS990/OtherExpensesGrp/ProgramServicesAmt118175
IRS990/OtherExpensesGrp/ProgramServicesAmt23658
IRS990/OtherExpensesGrp/TotalAmt050800
IRS990/OtherExpensesGrp/TotalAmt122719
IRS990/OtherExpensesGrp/TotalAmt24572
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0429285
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0429285
IRS990/OtherRevenueTotalAmt0429285
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0508189
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02032759
IRS990/OtherSalariesAndWagesGrp/TotalAmt02540948
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04472
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017888
IRS990/PensionPlanContributionsGrp/TotalAmt022360
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0346713
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0768369
IRS990/PrincipalOfficerNm0DANIEL J MADDUX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION & TRAINING
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONGRESS
IRS990/ProgramServiceRevenueGrp/Desc2EXHIBIT BOOTHS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05956377
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12843217
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2900760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05956377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12843217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2900760
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0858221
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0343773
IRS990/PYOtherExpensesAmt04792865
IRS990/PYOtherRevenueAmt0521619
IRS990/PYProgramServiceRevenueAmt09542951
IRS990/PYRevenuesLessExpensesAmt02489127
IRS990/PYSalariesCompEmpBnftPaidAmt03984572
IRS990/PYTotalExpensesAmt08777437
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011266564
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01748905
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt021540
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09700354
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0860625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0858221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0819033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0761500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03299379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0284630
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0375148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0201776
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0164079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067958
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01093591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09700354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09542951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09835810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09318459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09578901

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,702,189
Liabilities
$2,408,107
Net assets
$21,294,082
Revenue
$11,274,894
Expenses
$9,525,989
Net income
$1,748,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$1.69$12.5$11.9$12.6$0.68
2023Summary only. Only limited summary data is available for this year.$14.7$1.54$13.2$10.7$12.9$2.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.93$18.8$10.9$12.3$1.37
2021Summary only. Only limited summary data is available for this year.$20.8$0.62$20.2$7.78$10.8$3.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$1.29$14.0$6.48$9.79$3.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$2.09$17.3$10.7$12.7$1.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$2.00$19.3$10.7$11.8$1.14
2017Detailed filing. Detailed filing data is available for this year.$23.7$2.41$21.3$11.3$9.53$1.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$2.45$18.7$11.3$8.78$2.49
2015Summary only. Only limited summary data is available for this year.$18.9$2.79$16.1$11.0$9.63$1.39
2014Detailed filing. Detailed filing data is available for this year.$17.5$2.43$15.0$10.6$8.66$1.89
2013Detailed filing. Detailed filing data is available for this year.$15.3$2.31$13.0$10.1$8.82$1.24
2012Summary only. Only limited summary data is available for this year.$14.1$2.18$11.9$10.1$8.95$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$1.75$10.7$7.30