Civic Intelligence

API Fund for Payroll Education Inc.

990 • Fiscal year 2021 • EIN 74-2751291

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

5th percentile

-39%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$2,386,546

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 30.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

20%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$20,801,740

Flat from 2021

Net Assets

Flat

$20,179,842

Flat from 2021

Liabilities

Flat

$621,898

Flat from 2021

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin5th percentile

Revenue

Flat

$7,778,526

Flat from 2021

Expenses

Flat

$10,829,418

Flat from 2021

Net Income

Flat

-$3,050,892

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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 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

2021

Assets$20,801,740
Liabilities$621,898
Net Assets$20,179,842
Open 2021 Filing

Operations Trend

Revenue Growth60th 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 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

2021

Revenue$7,778,526
Expenses$10,829,418
Net Income-$3,050,892
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$7,778,526
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
Cash and Non-Interest-Bearing Accounts$780,544$2,637,800▲ $1,857,256
Accounts Receivable$1,876,232$1,818,545▼ $57,687
Land, Buildings, and Equipment, Net$653,199$363,805▼ $289,394
Prepaid Expenses and Deferred Charges$241,454$306,530▲ $65,076
Inventories for Sale or Use$47,625$45,960▼ $1,665
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$15,338,391$20,801,740▲ $5,463,349
Other Assets Total$11,739,337$15,629,100▲ $3,889,763
Liabilities
Deferred Revenue$1,020,315$369,347▼ $650,968
Accounts Payable and Accrued Expenses$222,245$221,280▼ $965
Unsecured Notes Loans Payable$51,608$31,271▼ $20,337
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,294,168$621,898▼ $672,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,044,223$20,179,842▲ $6,135,619
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$14,044,223$20,179,842▲ $6,135,619
Total Liabilities and Net Assets / Fund Balance$15,338,391$20,801,740▲ $5,463,349

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$363,805$10,051,037$10,414,842
Other Assets Org$15,629,100--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel MadduxExecutive DirectorFT$1,086,588$1,085,469$2,172,057
Tammy TrascherChief Operating OfficerPT$184,217$138,159$322,376
Barbara VanderDirector of Financial ServicesFT$108,320$50,174$187,605
Zack WrightDirector of ITPT$101,047$61,142$156,747
Chrissy MeslenerDirector of MarketingPT$98,730$54,318$153,520
Robert WagnerSr. Director of CertificationPT$93,063$37,907$138,346
Eileen GaughranSr. Director of CommunicationPT$89,275$44,015$128,127
Daniel DycusSr. Director of EducationPT$87,851$33,205$125,125
Laura LoughDirector of Publications-$10,885$1,468$16,467
Karen SalemiTreasurer-$13,500-$13,500
Scott WilsonDirector GPMI-$7,115$29,474$9,725
Curtis TatumIn-House Legal Counsel-$2,539$8,580$3,446
Luanne BrownDirector-$2,000-$2,000
Bruce PhippsPresident--$1,200$1,200

Board Members and Trustees

NameTitle
Dee Ann ByrdPresident-Elect
Barbara YoungmanDirector
Brent GowDirector
Deborah Viers TaylorDirector
Emily LindsayDirector
Linda ObertinDirector
James PailleCorporate member Advisor
Sondra DoughertySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,833,487
Investment Income
$0
Other Revenue
$945,039
Change in Net Assets
$-3,050,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,394,848
Other Expenses$3,434,570
Total Fundraising Expense$729,967
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,742,986$958,642$203,348$2,904,976
Other Employee Benefits$1,327,916$730,354$154,924$2,213,194
Other Salaries and Wages$1,037,407$570,574$121,031$1,729,012
Occupancy$924,445$508,445$107,852$1,540,742
Conferences and Meetings$328,021$180,412$38,269$546,702
Payroll Taxes$213,025$117,164$24,853$355,042
Depreciation Depletion$311,068--$311,068
Office Expenses$175,855$96,719$20,514$293,088
Fees for Services Other$164,952$90,724$19,244$274,920
Information Technology$97,316$148,161$21,795$267,272
Pension Plan Contributions$115,574$63,566$13,484$192,624
Travel$38,021$25,094$1,348$64,463
Fees for Services Accounting-$62,002-$62,002
Advertising$28,331$15,582$3,305$47,218
Fees for Services Legal$27,095--$27,095
Total Functional Expenses$6,532,012$3,567,439$729,967$10,829,418
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 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
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 financial controller. Barring objections, the returns are filed.”

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 regulated by an employment contract. Note: this is determined at the parent level. Compensation is allocated by the ed to related organizations based on time spent. The compensation is approved annually during the fall board meeting. The review last took place in april 2019.”

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
% KATHLEEN BURKE
Phone
2102264600
Address
660 North Main Avenue Suite 100, San Antonio, TX 78205
Doing Business As
American Payroll Education

Signing Officer

Name
Daniel J Maddux
Title
Executive Director
Phone
2102264600
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Maddux
Formed
1994
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
9
Employees
116
Volunteers
600

Preparer

Firm
Forvis Llp
Address
1155 Avenue of the Americas 1200, New York, NY 10036
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Asc 740 footnote management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identitfied any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 907 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/TitleTxt1Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sr. Director of Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt3Sr. Director of Education
IRS990/Form990PartVIISectionAGrp/TitleTxt4Sr. Director of Certification
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director of Financial Services
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director of IT
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt8In-House Legal Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director of Publications
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director GPMI
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14President-Elect
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Secretary
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,801,740
Liabilities
$621,898
Net assets
$20,179,842
Revenue
$7,778,526
Expenses
$10,829,418
Net income
-$3,050,892
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
2021Detailed filing. Detailed filing data is available for this year.$20.8$0.62$20.2$7.78$10.8$3.05
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
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