Civic Intelligence

API Fund for Payroll Education Inc.

990 • Fiscal year 2018 • EIN 74-2751291

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileWWW.AMERICANPAYROLL.ORG
660 NORTH MAIN AVENUE Suite 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

35th percentile

0.09x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.19x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-5.2%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$21,319,841

Down $2,382,348 (-10%) from 2017

Net Assets

Down

$19,321,568

Down $1,972,514 (-9.3%) from 2017

Liabilities

Down

$1,998,273

Down $409,834 (-17%) from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin15th percentile

Revenue

Down

$10,683,339

Down $591,555 (-5.2%) from 2017

Expenses

Up

$11,820,504

Up $2,294,515 (+24%) from 2017

Net Income

Down

-$1,137,165

Down $2,886,070 (-165%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$21,319,841
Liabilities$1,998,273
Net Assets$19,321,568
Open 2018 Filing

Operations Trend

Revenue Growth24th 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

2018

Revenue$10,683,339
Expenses$11,820,504
Net Income-$1,137,165
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$10,683,339
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 and current laws and regulations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,139,580$1,686,738▼ $452,842
Prepaid Expenses and Deferred Charges$768,369$643,762▼ $124,607
Cash and Non-Interest-Bearing Accounts$494,234$362,842▼ $131,392
Inventories for Sale or Use$49,471$59,312▲ $9,841
Accounts Receivable$575,841$13,570▼ $562,271
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$23,702,189$21,319,841▼ $2,382,348
Other Assets Total$19,674,694$18,553,617▼ $1,121,077
Liabilities
Deferred Revenue$1,892,315$1,226,065▼ $666,250
Accounts Payable and Accrued Expenses$515,792$675,183▲ $159,391
Mortgage Notes Payable Secured by Investment Property$0$97,025▲ $97,025
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,408,107$1,998,273▼ $409,834
Net Assets / Fund Balance
Unrestricted Net Assets$21,294,082$19,321,568▼ $1,972,514
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$21,294,082$19,321,568▼ $1,972,514
Total Liabilities and Net Assets / Fund Balance$23,702,189$21,319,841▼ $2,382,348

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,686,738$8,733,639$10,420,377
Other Assets Org$1,446--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel J MadduxExecutive DirectorPT$921,632$726,304$1,647,936
Tammy TrascherChief Operating OfficerPT$199,194$105,199$304,393
MICHAEL O'TOOLE ESQSr. Director of PublicationPT$166,494$113,839$280,333
Jim MedlockDirector of EducationPT$106,328$48,080$154,408
Barbara VanderDirector of Financial ServicesPT$87,725$53,484$141,209
Robert WagnerSr. Director of CertificationPT$87,724$38,251$125,975
Daniel DycusSr. Director of EducationPT$83,932$23,932$107,864
Eileen GaughranSr. Director of CommunicationPT$81,593$25,004$106,597
Sondra DoughertyPrevious President--$31,371$31,371
Karen SalemiTreasurer-$14,850$1,800$16,650
Emily RookBoard Member (through 5/18)-$14,000$600$14,600
Irene ChapmanSecretary-$10,500$2,700$13,200
Jodi ParsonsPresident-Elect-$2,400$3,000$5,400
Luanne BrownBoard Member-$2,950$1,800$4,750
John RaguzPresident--$3,540$3,540
James PailleCorporate Advisor-$565$2,400$2,965
Barbara YoungmanBoard Member--$1,800$1,800
Brent GowBoard Member--$1,800$1,800
Deborah Viers TraylorBoard Member--$1,800$1,800
Emily LindsayBoard Member--$1,800$1,800
Louis FriedBoard Member (through 5/18)--$600$600

Board Members and Trustees

NameTitle
Linda ObertinBoard Member
Susan Darring through 518Corporate Member Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$1,229,584
Program Service Revenue
$8,903,465
Investment Income
$423,499
Other Revenue
$126,791
All Other Contributions
$1,229,584
Change in Net Assets
$-1,137,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,566,821
Revenue Not Reported on Financial Statements
$116,518
Revenue Not Reported on Form 990
$10,249,696
Total Revenue per Audited Statements
$20,816,517
Total Revenue per Form 990
$10,683,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,419,458
Other Expenses$5,401,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,394,435$598,609-$2,993,044
Current Officers, Directors, Trustees, and Key Employees$2,306,331$576,583-$2,882,914
Conferences and Meetings$1,869,322$467,330$0$2,336,652
Depreciation Depletion$713,443$178,361-$891,804
Occupancy$469,494$117,374-$586,868
Office Expenses$367,471$91,897-$459,368
Information Technology$283,361$70,840-$354,201
Fees for Services Other$282,018$70,505-$352,523
Other Employee Benefits$254,718$63,680-$318,398
Travel$210,646$52,661-$263,307
Pension Plan Contributions$180,082$45,020-$225,102
Fees for Service Investment Mgmnt Fees-$116,518-$116,518
Advertising$14,454$3,613-$18,067
Fees for Services Accounting-$13,678-$13,678
Fees for Services Legal-$8,060-$8,060
Total Functional Expenses$9,345,775$2,474,729$0$11,820,504

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,579,848
Total Expenses per Form 990$11,820,504
Expenses per Audited Statements$11,703,986
Expenses Not Reported on Form 990$10,875,862
Expenses Not Reported on Financial Statements$116,518
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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. The review last took place in 2018.”

Form 990, Part VI, Section C, Line 19

“The organization makes these documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
API Fund for Payroll Education
EIN
74-2751291
In Care Of
% MS BARBARA VANDER
Phone
2102264600
Address
660 NORTH MAIN AVENUE Suite 100, SAN ANTONIO, TX 78205
Doing Business As
American Payroll Association

Signing Officer

Name
Daniel Maddux
Title
Executive Director
Phone
2102264600
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Maddux
Formed
1994
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
9
Employees
23
Volunteers
9

Preparer

Firm
Bkd Llp
Address
655 Third Avenue 1200, 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 XI, Line 2D - Other Adjustments:

“Revenue from related organizations $11,085,045”

Part XII, Line 2D - Other Adjustments:

“Expense from related organizations $10,875,862”

Raw XML AppendixShowing 400 of 883 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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IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL J MADDUX
IRS990/Form990PartVIISectionAGrp/PersonNm1John Raguz
IRS990/Form990PartVIISectionAGrp/PersonNm2Jodi Parsons
IRS990/Form990PartVIISectionAGrp/PersonNm3Karen Salemi
IRS990/Form990PartVIISectionAGrp/PersonNm4Irene Chapman
IRS990/Form990PartVIISectionAGrp/PersonNm5James Paille
IRS990/Form990PartVIISectionAGrp/PersonNm6Sondra Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm7Deborah Viers Traylor
IRS990/Form990PartVIISectionAGrp/PersonNm8Barbara Youngman
IRS990/Form990PartVIISectionAGrp/PersonNm9Emily Rook
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Darring through 518
IRS990/Form990PartVIISectionAGrp/PersonNm11Louis Fried
IRS990/Form990PartVIISectionAGrp/PersonNm12Brent Gow
IRS990/Form990PartVIISectionAGrp/PersonNm13Emily Lindsay
IRS990/Form990PartVIISectionAGrp/PersonNm14Linda Obertin
IRS990/Form990PartVIISectionAGrp/PersonNm15Luanne Brown
IRS990/Form990PartVIISectionAGrp/PersonNm16Barbara Vander
IRS990/Form990PartVIISectionAGrp/PersonNm17TAMMY TRASCHER
IRS990/Form990PartVIISectionAGrp/PersonNm18Eileen Gaughran
IRS990/Form990PartVIISectionAGrp/PersonNm19MICHAEL O'TOOLE ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm20Robert Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm21Daniel Dycus
IRS990/Form990PartVIISectionAGrp/PersonNm22Jim Medlock
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Corporate Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Previous President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member (through 5/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt10CORPORATE MEMBER ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member (through 5/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Financial Services
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Sr. Dir of Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt19Sr. Dir of Publication
IRS990/Form990PartVIISectionAGrp/TitleTxt20Sr. Dir of Certification
IRS990/Form990PartVIISectionAGrp/TitleTxt21Sr. Dir of Education
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director of Education
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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.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,319,841
Liabilities
$1,998,273
Net assets
$19,321,568
Revenue
$10,683,339
Expenses
$11,820,504
Net income
-$1,137,165
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
2018Detailed filing. Detailed filing data is available for this year.$21.3$2.00$19.3$10.7$11.8$1.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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