Civic Intelligence

Fort Worth Chapter Tscpa Continuing

EIN 75-1616461 • 501(c)3 • Fort Worth, TX

Profile

Continuing education of cpas

550 Bailey Avenue No 225Fort Worth, TX 76107

www.fortworthcpa.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,696

Down $600 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$2,696

Down $600 (-18%) from 2017

Revenue

Up

$2,820

Up $470 (+20%) from 2017

Expenses

Down

$3,420

Down $66,032 (-95%) from 2017

Net Income

Up

-$600

Up $66,502 (+99%) from 2017

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $106,245Liabilities 2012: $0Net Assets 2012: $106,2452012Assets 2013: $105,041Liabilities 2013: $0Net Assets 2013: $105,0412013Assets 2014: $105,037Liabilities 2014: $0Net Assets 2014: $105,0372014Assets 2015: $71,948Liabilities 2015: $0Net Assets 2015: $71,9482015Assets 2016: $70,398Liabilities 2016: $0Net Assets 2016: $70,3982016Assets 2017: $3,296Liabilities 2017: $0Net Assets 2017: $3,2962017Assets 2018: $2,696Liabilities 2018: $0Net Assets 2018: $2,6962018

Highlighted filing

2018

Assets$2,696
Liabilities$0
Net Assets$2,696

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $1,983Expenses 2012: $35,973Net Income 2012: -$33,9902012Revenue 2013: $2,554Expenses 2013: $3,758Net Income 2013: -$1,2042013Revenue 2014: $11,176Expenses 2014: $11,180Net Income 2014: -$42014Revenue 2015: $3,667Expenses 2015: $36,756Net Income 2015: -$33,0892015Revenue 2016: $2,200Expenses 2016: $3,750Net Income 2016: -$1,5502016Revenue 2017: $2,350Expenses 2017: $69,452Net Income 2017: -$67,1022017Revenue 2018: $2,820Expenses 2018: $3,420Net Income 2018: -$6002018

Highlighted filing

2018

Revenue$2,820
Expenses$3,420
Net Income-$600

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$2,820
Mission and Program Overview

Mission

Continuing education of cpas

Program Services

DescriptionGrantsExpenses
SANTA ACCOUNTANTS - WHICH PROVIDES GIFTS TO CHILDREN AT CHRISTMAS.$0$0
GRANTS TO LOCAL ACCOUNTING ORGANIZATIONS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY KELLYExecutive Director-$0--
AMANDA JOHNSONPresident-$0--
SUSAN ADAMSPast President-$0--
SANDRA BEMBENEKSecretary - VP Program-$0--
STEPHANIE DUELMVP Communications-$0--
JACOB BRIGGSVP Membership-$0--
STUART HILLVP CPE-$0--
MARK RICHTreasurer Elect-$0--
BARBARA STUKEYTreasurer-$0--
SUSAN ADAMSDirector-$0--
MARIANNE BARRYDirector-$0--
ALLYSON BAUMEISTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fort Worth Chapter Tscpa Continuing
EIN
75-1616461
Phone
8173355055
Address
550 BAILEY AVENUE NO 225, FORT WORTH, TX 76107

Signing Officer

Name
Kathy R Kelly
Title
Executive Director
Phone
8173355055
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Charles O Paul CPA
Address
7408 CONTINENTAL TRAIL, NORTH RICHLAND HILLS, TX 76182
Preparer
Charles O Paul CPA
Phone
8174980884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: santa accountants. Amount: 2,820. Description: grants. Amount: 600. Total to form 990-ez, line 16: 3,420.

Raw XML Appendix220 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP CPE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SANTA ACCOUNTANTS. AMOUNT: 2,820. DESCRIPTION: GRANTS. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 3,420.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY R KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08173355055
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORT WORTH CHAPTER TSCPA CONTINUING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION CORPORATION
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ReturnHeader/Filer/PhoneNum08173355055
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
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ReturnHeader/FilingSecurityInformation/IPTm010:08:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752849913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES O PAUL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07408 CONTINENTAL TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH RICHLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076182
ReturnHeader/PreparerPersonGrp/PhoneNum08174980884
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES O PAUL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-06T10:57:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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