Civic Intelligence

API Fund for Payroll Education Inc.

990 • Fiscal year 2022 • EIN 74-2751291

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileWWW.PAYROLL.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

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

28th percentile

0.09x

Higher debt load relative to revenue than 28% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

15th percentile

-13%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$2,451,789

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.1%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$19,737,837

Down $1,063,903 (-5.1%) from 2021

Net Assets

Down

$18,808,952

Down $1,370,890 (-6.8%) from 2021

Liabilities

Up

$928,885

Up $306,987 (+49%) from 2021

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin15th percentile

Revenue

Up

$10,894,809

Up $3,116,283 (+40%) from 2021

Expenses

Up

$12,265,699

Up $1,436,281 (+13%) from 2021

Net Income

Up

-$1,370,890

Up $1,680,002 (+55%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$19,737,837
Liabilities$928,885
Net Assets$18,808,952
Open 2022 Filing

Operations Trend

Revenue Growth83rd 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

2022

Revenue$10,894,809
Expenses$12,265,699
Net Income-$1,370,890
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$10,894,809
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$2,637,800$5,641,112▲ $3,003,312
Accounts Receivable$1,818,545$1,962,327▲ $143,782
Prepaid Expenses and Deferred Charges$306,530$320,554▲ $14,024
Land, Buildings, and Equipment, Net$363,805$279,126▼ $84,679
Inventories for Sale or Use$45,960$24,887▼ $21,073
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$20,801,740$19,737,837▼ $1,063,903
Other Assets Total$15,629,100$11,509,831▼ $4,119,269
Liabilities
Deferred Revenue$369,347$753,175▲ $383,828
Accounts Payable and Accrued Expenses$221,280$166,220▼ $55,060
Unsecured Notes Loans Payable$31,271$9,490▼ $21,781
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$621,898$928,885▲ $306,987
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,179,842$18,808,952▼ $1,370,890
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$20,179,842$18,808,952▼ $1,370,890
Total Liabilities and Net Assets / Fund Balance$20,801,740$19,737,837▼ $1,063,903

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$279,126$9,536,534$9,815,660
Other Assets Org$11,509,831--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel MadduxExecutive DirectorFT$1,119,186$1,111,943$2,231,129
Tammy TrascherChief Operating OfficerPT$200,139$127,575$327,714
Eileen GaughranChief Prof. Devlopment OfficerPT$82,168$155,549$237,717
Kathleen BurkeFinancial ControllerFT$117,205$25,179$150,584
Sally HiltonDirector of Education ServicesPT$89,277$50,448$139,725
Zack WrightSr. Director of TechnologyPT$98,010$46,555$138,658
Chrissy MeslenerSr. Director of MarketingPT$89,256$22,496$127,757
Robert WagnerSr. Director of CertificationPT$94,674$35,621$126,616
Daniel DycusSr. Director of Education ServicesPT$89,254$26,544$115,173
Eileen GaughranChief Prof. Dev. Officer-$73,598$27,047$95,087
Curtis TatumIn-House Legal Counsel-$16,785$6,460$20,215
Laura LoughSr. Director of Publications-$14,180$11,323$20,097
Karen SalemiTreasurer-$16,875$1,200$18,075
Bruce PhippsPresident-$1,800$5,000$6,800
Stephanie SalavejusBoard Member-$1,600$1,800$3,400
Luanne BrownBoard Member-$1,000$1,800$2,800
Sondra DoughertySecretary--$2,700$2,700
Brent GowBoard Member--$1,800$1,800
Deborah Viers TraylorBoard Member--$1,800$1,800
James PailleCorporate Member Advisor--$1,800$1,800
Barbara YoungmanBoard Member--$1,200$1,200
Emily LindsayBoard Member--$1,200$1,200

Board Members and Trustees

NameTitle
Linda ObertinPresident-Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,302,300
Investment Income
$0
Other Revenue
$1,592,509
Change in Net Assets
$-1,370,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,346,105
Other Expenses$4,919,594
Total Fundraising Expense$417,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,854,522$980,602$102,085$2,937,209
Other Employee Benefits$1,607,924$850,210$88,511$2,546,645
Other Salaries and Wages$1,141,359$603,508$62,828$1,807,695
Conferences and Meetings$1,104,924$584,242$60,822$1,749,988
Occupancy$1,070,853$566,227$58,947$1,696,027
Fees for Services Other$242,256$128,096$13,335$383,687
Office Expenses$215,321$113,861$11,854$341,036
Information Technology$121,297$151,979$7,278$280,554
Travel$98,092$53,256$8,833$160,181
Depreciation Depletion$111,740$22,670-$134,410
Fees for Services Accounting-$113,994-$113,994
Pension Plan Contributions$34,446$18,214$1,896$54,556
Fees for Services Legal$8,624$24,623-$33,247
Advertising$16,713$8,837$920$26,470
Total Functional Expenses$7,628,071$4,220,319$417,309$12,265,699
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
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
No
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 12

“The parent organization's board of directors signs annual conflict of interest forms.”

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 2022 and the executive director's employment contract was renewed.”

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
Payrollorg

Signing Officer

Name
Daniel J Maddux
Title
Executive Director
Phone
2102264600
Signed
2023-11-15
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
112
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 894 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/PersonNm6Chrissy Meslener
IRS990/Form990PartVIISectionAGrp/PersonNm7Curtis Tatum
IRS990/Form990PartVIISectionAGrp/PersonNm8Laura Lough
IRS990/Form990PartVIISectionAGrp/PersonNm9Kathleen Burke
IRS990/Form990PartVIISectionAGrp/PersonNm10Sally Hilton
IRS990/Form990PartVIISectionAGrp/PersonNm11Karen Salemi
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IRS990/Form990PartVIISectionAGrp/PersonNm15Sondra Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm16James Paille
IRS990/Form990PartVIISectionAGrp/PersonNm17Brent Gow
IRS990/Form990PartVIISectionAGrp/PersonNm18Deborah Viers Traylor
IRS990/Form990PartVIISectionAGrp/PersonNm19Barbara Youngman
IRS990/Form990PartVIISectionAGrp/PersonNm20Emily Lindsay
IRS990/Form990PartVIISectionAGrp/PersonNm21Linda Obertin
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chief Prof. Devlopment Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Sr. Dir of Education Services
IRS990/Form990PartVIISectionAGrp/TitleTxt4Sr. Dir of Certification
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sr. Dir of Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt6Sr. Dir of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt7In-House Legal Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt8Sr. Dir of Publications
IRS990/Form990PartVIISectionAGrp/TitleTxt9Financial Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Education Services
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Corporate Member Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21President-Elect
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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

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,737,837
Liabilities
$928,885
Net assets
$18,808,952
Revenue
$10,894,809
Expenses
$12,265,699
Net income
-$1,370,890
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
2022Detailed filing. Detailed filing data is available for this year.$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
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