Civic Intelligence

Institute of Internal Auditors

EIN 75-1584081 • 501(c)6 • Plano, TX

Profile

Our mission is to provide professional development, networking and other information sharing opportunities for professionals in the field of internal auditing and related professions.

PO Box 261747Plano, TX 75026-1747

www.dallasiia.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-1.9%

Faster revenue growth than 31% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$343,202

Up $34,362 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$343,202

Up $34,362 (+11%) from 2024

Revenue

Down

$541,827

Down $10,410 (-1.9%) from 2024

Expenses

Down

$507,465

Down $96,679 (-16%) from 2024

Net Income

Up

$34,362

Up $86,269 (+166%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $121,755Liabilities 2011: $0Net Assets 2011: $121,7552011Assets 2012: $118,564Liabilities 2012: $0Net Assets 2012: $118,5642012Assets 2013: $152,929Liabilities 2013: $0Net Assets 2013: $152,9292013Assets 2014: $142,463Liabilities 2014: $0Net Assets 2014: $142,4632014Assets 2015: $261,985Liabilities 2015: $0Net Assets 2015: $261,9852015Assets 2016: $223,250Liabilities 2016: $0Net Assets 2016: $223,2502016Assets 2017: $262,456Liabilities 2017: $0Net Assets 2017: $262,4562017Assets 2018: $312,463Liabilities 2018: $0Net Assets 2018: $312,4632018Assets 2019: $331,058Liabilities 2019: $0Net Assets 2019: $331,0582019Assets 2020: $542,144Liabilities 2020: $0Net Assets 2020: $542,1442020Assets 2021: $460,986Liabilities 2021: $0Net Assets 2021: $460,9862021Assets 2022: $388,017Liabilities 2022: $0Net Assets 2022: $388,0172022Assets 2023: $360,747Liabilities 2023: $0Net Assets 2023: $360,7472023Assets 2024: $308,840Liabilities 2024: $0Net Assets 2024: $308,8402024Assets 2025: $343,202Liabilities 2025: $0Net Assets 2025: $343,2022025

Highlighted filing

2025

Assets$343,202
Liabilities$0
Net Assets$343,202

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $302,6962011Revenue 2012: $331,654Expenses 2012: $334,469Net Income 2012: -$2,8152012Revenue 2013: $546,004Expenses 2013: $511,639Net Income 2013: $34,3652013Revenue 2014: $510,715Expenses 2014: $521,181Net Income 2014: -$10,4662014Revenue 2015: $561,706Expenses 2015: $442,184Net Income 2015: $119,5222015Revenue 2016: $562,870Expenses 2016: $601,605Net Income 2016: -$38,7352016Revenue 2017: $569,835Expenses 2017: $530,629Net Income 2017: $39,2062017Revenue 2018: $568,661Expenses 2018: $518,654Net Income 2018: $50,0072018Revenue 2019: $608,646Expenses 2019: $590,051Net Income 2019: $18,5952019Revenue 2020: $581,742Expenses 2020: $370,656Net Income 2020: $211,0862020Revenue 2021: $314,976Expenses 2021: $396,134Net Income 2021: -$81,1582021Revenue 2022: $407,355Expenses 2022: $480,324Net Income 2022: -$72,9692022Revenue 2023: $551,946Expenses 2023: $579,216Net Income 2023: -$27,2702023Revenue 2024: $552,237Expenses 2024: $604,144Net Income 2024: -$51,9072024Revenue 2025: $541,827Expenses 2025: $507,465Net Income 2025: $34,3622025

Highlighted filing

2025

Revenue$541,827
Expenses$507,465
Net Income$34,362

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$5.42$5.07$0.34
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$5.52$6.04$0.52
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$5.52$5.79$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$4.07$4.80$0.73
2021Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$3.15$3.96$0.81
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$5.82$3.71$2.11
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$6.09$5.90$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$5.69$5.19$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$5.70$5.31$0.39
2016Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$5.63$6.02$0.39
2015Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$5.62$4.42$1.20
2014Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$5.11$5.21$0.10
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$5.46$5.12$0.34
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$3.32$3.34$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$3.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 6, 2025
Return Version
2024v5.0
Gross Receipts
$541,827
Mission and Program Overview

Mission

Our mission is to provide professional development, networking and other information sharing opportunities for professionals in the field of internal auditing and related professions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$202,945$188,278▼ $14,667
Savings and Temporary Cash Investments$105,895$154,924▲ $49,029
Total Assets$308,840$343,202▲ $34,362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$290,385$311,131▲ $20,746
Net Assets With Donor Restrictions$18,455$32,071▲ $13,616
Total Net Assets Fund Balance$308,840$343,202▲ $34,362
Total Liabilities and Net Assets / Fund Balance$308,840$343,202▲ $34,362
Compensation and Service Providers

Board Members and Trustees

NameTitle
Morgan SherrillPresident
Meredith Briggs1st VP
Daniel Collier2nd VP
Anthony LenhoffGovernor
Chris KolocGovernor
Clint McphersonGovernor
David PriceGovernor
Helen DickeyGovernor
John WilliamsonGovernor
Jon VoorhiesGovernor
Joshua KettlerGovernor
Mandy ChurchGovernor
Matthew PaskeGovernor
Mushtari NagpurwalaGovernor
Ron DunbarGovernor
Saumil PatelGovernor
Teresa LinGovernor
Timothy TruongVP Secretary
Jenny QinVP Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$520,315
Investment Income
$1,029
Other Revenue
$20,483
Change in Net Assets
$34,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$402,465
Grants and Similar Amounts Paid$105,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$396,469
Grants to Domestic Orgs---$105,000
Information Technology---$1,140
Other Expenses---$750
Office Expenses---$342
Total Functional Expenses$0$0$0$507,465
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Univ of Texas at DallasRichardson, TX170c1Supp Collegiate Ia$105,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The following memberships are available: regular, government, educator, student, retired, and life. All members have the same voting right.

Form 990, Page 6, Part VI, Line 7A

The board of governors are elected by a majority vote of members voting in person or absentee at the meeting at the annual election meeting.

Form 990, Page 6, Part VI, Line 7B

A governor removed by a two-thirds vote of the board may be reelected by the members and, if so reelected, may not again be removed by the board for the same offense. Any governor may be removed by a two-thirds vote of the members present at any duly held meeting, provided notice of such proposed action shall be incorporated in the notice of the meeting. Such notice shall be sent to the members by the secretary upon written petition of one-fifth of the members. The by-laws may be amended or repealed at any regular or special meeting of the chapter by two-thirds vote of members present and voting, provided that notice of the proposed change and of the meeting has been sent at least seven days previous to the date of said meeting.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the treasurer and the incoming president prior to filing. In addition, the audit committee charter states that the audit committee must review and approve the returns and that it needs to be submitted to the full board prior to submission to the irs.

Form 990, Page 6, Part VI, Line 12C

Each officer and governor are required to annually sign a statement acknowledging that they have received the conflict of interest policy, have read and understood the policy, have agreed to comply with the policy, and have agreed to engage in activities that will accomplish one or more of the organization's tax-exempt purposes. Additionally, periodic reviews are performed to ensure compliance with the policy.

Form 990, Page 6, Part VI, Line 19

The following documents can be found on the organization's website: by- laws, conflict of interest policy, ethics-whistleblower policy, audit committee charter, and privacy policy.

Filing and Contact Details

Filer

Filer Name
Institute of Internal Auditors
EIN
75-1584081
Phone
9728207888
Address
PO BOX 261747, PLANO, TX 75026-1747

Signing Officer

Name
Jenny Qin
Title
VP Treasurer
Phone
9728207888
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Qin
Formed
1949
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
80

Preparer

Firm
Lefkovits Madsen & Richardson Pc
Address
5151 HEADQUARTERS DR STE 145, PLANO, TX 75024
Preparer
Robert Lefkovits
Phone
9728207888
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Support collegiate internal audit.

Raw XML Appendix397 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO PROVIDE PROFESSIONAL DEVELOPMENT, NETWORKING AND OTHER INFORMATION SHARING OPPORTUNITIES FOR PROFESSIONALS IN THE FIELD OF INTERNAL AUDITING AND RELATED PROFESSIONS.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0JENNY QIN
IRS990/BooksInCareOfDetail/PhoneNum09728207888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 261747
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0750261747
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0202945
IRS990/CashNonInterestBearingGrp/EOYAmt0188278
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0396469
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0105000
IRS990/CYInvestmentIncomeAmt01029
IRS990/CYOtherExpensesAmt0402465
IRS990/CYOtherRevenueAmt020483
IRS990/CYProgramServiceRevenueAmt0520315
IRS990/CYRevenuesLessExpensesAmt034362
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0507465
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0541827
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CAREER DEVELOPMENT PROGRAMS: PROVIDE PROFESSIONAL DEVELOPMENT, NETWORKING AND OTHER INFORMATION SHARING OPPORTUNITIES FOR PROFESSIONALS IN THE FIELD OF INTERNAL AUDIT AND RELATED PROFESSIONS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt018455
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt032071
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
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/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0MORGAN SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm1MEREDITH BRIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNY QIN
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY TRUONG
IRS990/Form990PartVIISectionAGrp/PersonNm5MANDY CHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm6HELEN DICKEY
IRS990/Form990PartVIISectionAGrp/PersonNm7RON DUNBAR
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSHUA KETTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS KOLOC
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY LENHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm11TERESA LIN
IRS990/Form990PartVIISectionAGrp/PersonNm12CLINT MCPHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13MUSHTARI NAGPURWALA
IRS990/Form990PartVIISectionAGrp/PersonNm14MATTHEW PASKE
IRS990/Form990PartVIISectionAGrp/PersonNm15SAUMIL PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm17JON VOORHIES
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN WILLIAMSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0105000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0541827
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01140
IRS990/InvestmentIncomeGrp/ExclusionAmt01029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01029
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO PROVIDE PROFESSIONAL DEVELOPMENT, NETWORKING AND OTHER INFORMATION SHARING OPPORTUNITIES FOR PROFESSIONALS IN THE FIELD OF INTERNAL AUDITING AND RELATED PROFESSIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0308840
IRS990/NetAssetsOrFundBalancesEOYAmt0343202
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0290385
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0311131
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0342
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0INCOME TAX SERVICES
IRS990/OtherExpensesGrp/Desc1VOLUNTEER AWARDS
IRS990/OtherExpensesGrp/Desc2TSBPA
IRS990/OtherExpensesGrp/TotalAmt02100
IRS990/OtherExpensesGrp/TotalAmt11664
IRS990/OtherExpensesGrp/TotalAmt2750
IRS990/OtherRevenueMiscGrp/Desc0ALLOTMENT FROM IIA
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020483
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020483
IRS990/OtherRevenueTotalAmt020483
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNY QIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1UTD FRAUD SUMMIT
IRS990/ProgramServiceRevenueGrp/Desc2MONTHLY MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0305075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1147200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt268040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0305075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1147200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt268040
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT COLLEGIATE INTERNAL AUDIT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0507465
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0105000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0520315
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0170000
IRS990/PYInvestmentIncomeAmt021
IRS990/PYOtherExpensesAmt0434144
IRS990/PYOtherRevenueAmt018971
IRS990/PYProgramServiceRevenueAmt0533245
IRS990/PYRevenuesLessExpensesAmt0-51907
IRS990/PYTotalExpensesAmt0604144
IRS990/PYTotalRevenueAmt0552237
IRS990/ReconcilationRevenueExpnssAmt034362
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105895
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154924
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0105000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170C1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPP COLLEGIATE IA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNIV OF TEXAS AT DALLAS
IRS990ScheduleI/RecipientTable/RecipientEIN0751305566
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02601 N FLOYD ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHARDSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075080
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAKES DECISIONS ON GRANTS BY VOTE AFTER DISCUSSION AND FOLLOWS UP WITH RECIPIENT ORGANIZATIONS REGARDING THE USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT COLLEGIATE INTERNAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOLLOWING MEMBERSHIPS ARE AVAILABLE: REGULAR, GOVERNMENT, EDUCATOR, STUDENT, RETIRED, AND LIFE. ALL MEMBERS HAVE THE SAME VOTING RIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF GOVERNORS ARE ELECTED BY A MAJORITY VOTE OF MEMBERS VOTING IN PERSON OR ABSENTEE AT THE MEETING AT THE ANNUAL ELECTION MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A GOVERNOR REMOVED BY A TWO-THIRDS VOTE OF THE BOARD MAY BE REELECTED BY THE MEMBERS AND, IF SO REELECTED, MAY NOT AGAIN BE REMOVED BY THE BOARD FOR THE SAME OFFENSE. ANY GOVERNOR MAY BE REMOVED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT ANY DULY HELD MEETING, PROVIDED NOTICE OF SUCH PROPOSED ACTION SHALL BE INCORPORATED IN THE NOTICE OF THE MEETING. SUCH NOTICE SHALL BE SENT TO THE MEMBERS BY THE SECRETARY UPON WRITTEN PETITION OF ONE-FIFTH OF THE MEMBERS. THE BY-LAWS MAY BE AMENDED OR REPEALED AT ANY REGULAR OR SPECIAL MEETING OF THE CHAPTER BY TWO-THIRDS VOTE OF MEMBERS PRESENT AND VOTING, PROVIDED THAT NOTICE OF THE PROPOSED CHANGE AND OF THE MEETING HAS BEEN SENT AT LEAST SEVEN DAYS PREVIOUS TO THE DATE OF SAID MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 IS REVIEWED BY THE TREASURER AND THE INCOMING PRESIDENT PRIOR TO FILING. IN ADDITION, THE AUDIT COMMITTEE CHARTER STATES THAT THE AUDIT COMMITTEE MUST REVIEW AND APPROVE THE RETURNS AND THAT IT NEEDS TO BE SUBMITTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH OFFICER AND GOVERNOR ARE REQUIRED TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTOOD THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND HAVE AGREED TO ENGAGE IN ACTIVITIES THAT WILL ACCOMPLISH ONE OR MORE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ADDITIONALLY, PERIODIC REVIEWS ARE PERFORMED TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOLLOWING DOCUMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE: BY- LAWS, CONFLICT OF INTEREST POLICY, ETHICS-WHISTLEBLOWER POLICY, AUDIT COMMITTEE CHARTER, AND PRIVACY POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0308840
IRS990/TotalAssetsEOYAmt0343202
IRS990/TotalAssetsGrp/BOYAmt0308840
IRS990/TotalAssetsGrp/EOYAmt0343202
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0507465
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0308840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0343202
IRS990/TotalOtherProgSrvcExpenseAmt0507465
IRS990/TotalOtherProgSrvcGrantAmt0105000
IRS990/TotalOtherProgSrvcRevenueAmt0520315
IRS990/TotalProgramServiceExpensesAmt0507465
IRS990/TotalProgramServiceRevenueAmt0520315
IRS990/TotalRevenueGrp/ExclusionAmt01029
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0540798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0541827
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0308840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0343202
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 261747
IRS990/USAddress/CityNm0PLANO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0750261747
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.DALLASIIA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY QIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09728207888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE OF INTERNAL AUDITORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DALLAS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0751584081
ReturnHeader/Filer/PhoneNum09728207888
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 261747
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750261747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752398180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEFKOVITS MADSEN & RICHARDSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 HEADQUARTERS DR STE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075024
ReturnHeader/PreparerPersonGrp/PhoneNum09728207888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT LEFKOVITS
ReturnHeader/ReturnTs02025-10-10T15:26:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.