Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Utah CPA Foundation - a Nonprofit Corporation
EIN 87-0626076 • 501(c)3 • Salt Lake City, UT
Profile
To encourage the advancement and dissemination of knowledge relating to accounting and business matters. To support, encourage and sponsor formal and informal gatherings ofcertified public accountants and persons interested in joining the profession.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Up$204,365
Up $28,395 (+16%) from 2023
Liabilities
Down$0
Down $9,000 (-100%) from 2023
Net Assets
$204,365
No earlier filing loaded for comparison.
Revenue
Up$57,202
Up $260 (+0.5%) from 2023
Expenses
Up$12,619
Up $4,050 (+47%) from 2023
Net Income
Down$44,583
Down $3,790 (-7.8%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $204,365
- Liabilities
- $0
- Net assets
- $204,365
- Revenue
- $57,202
- Expenses
- $12,619
- Net income
- $44,583
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 15, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $76,041
Mission and Program Overview
Mission
To encourage the advancement and dissemination of knowledge relating to accounting and business matters. To support, encourage and sponsor formal and informal gatherings ofcertified public accountants and persons interested in joining the profession.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO ENCOURAGE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELATING TO ACCOUNTING AND BUSINESS MATTERS. TO SUPPORT, ENCOURAGE AND SPONSOR FORMAL AND INFORMAL GATHERINGS OFCERTIFIED PUBLIC ACCOUNTANTS AND PERSONS INTERESTED IN JOINING THE PROFESSION. | - | $10,281 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SUSAN SPEIRS | Director | - | $0 | - | - |
| MICHAEL MICHELSEN | President | - | $0 | - | - |
| LOISANNE KATTELMAN | Director | - | $0 | - | - |
| MATT KLEIN | Director | - | $0 | - | - |
| PATSY HALLADAY | Director | - | $0 | - | - |
| RAY LANGHAM | Director | - | $0 | - | - |
| ROBERT COLE | Director | - | $0 | - | - |
| TORY NORMAN | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Utah CPA Foundation - a Nonprofit
- EIN
- 87-0626076
- Phone
- 8014668022
- Address
- 15 W SOUTH TEMPLE SUITE 1625, SALT LAKE CITY, UT 84101
Signing Officer
- Name
- Susan Speirs
- Title
- Director
- Phone
- 8014668022
- Signed
- 2023-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Squire & Company Pc
- Address
- 215 S STATE ST STE 850, SALT LAKE CITY, UT 84111-2380
- Preparer
- Chelsea Smith CPA
- Phone
- 8015330409
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 20
“Unrealized loss investments -3,685”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 0 10 deferred revenue 0 9,000 weber state pledge 0 9,000”
Form 990-ez, Part III
“To encourage the advancement and dissemination of knowledge relating to accounting and business matters. To support, encourage and sponsor formal and informal gatherings ofcertified public accountants and persons interested in joining the profession.”
Form 990-ez, Part III, Line 28
“To encourage the advancement and dissemination of knowledge relating to accounting and business matters. To support, encourage and sponsor formal and informal gatherings ofcertified public accountants and persons interested in joining the profession.”
Raw XML Appendix149 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SUSAN SPEIRS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8014668022 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15 W SOUTH TEMPLE SUITE 1625 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SALT LAKE CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 56587 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 136607 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 73989 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 65695 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10346 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 56587 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 136607 |
| IRS990EZ/GrossReceiptsAmt | 0 | 76041 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2052 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 56587 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 118597 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 56587 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 118597 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SUSAN SPEIRS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL MICHELSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LOISANNE KATTELMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MATT KLEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PATSY HALLADAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RAY LANGHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ROBERT COLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TORY NORMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -3685 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENCOURAGE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELATING TO ACCOUNTING AND BUSINESS MATTERS. TO SUPPORT, ENCOURAGE AND SPONSOR FORMAL AND INFORMAL GATHERINGS OFCERTIFIED PUBLIC ACCOUNTANTS AND PERSONS INTERESTED IN JOINING THE PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ENCOURAGE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELATING TO ACCOUNTING AND BUSINESS MATTERS. TO SUPPORT, ENCOURAGE AND SPONSOR FORMAL AND INFORMAL GATHERINGS OFCERTIFIED PUBLIC ACCOUNTANTS AND PERSONS INTERESTED IN JOINING THE PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10281 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 18010 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 10346 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 10281 |
| IRS990EZ/TotalRevenueAmt | 0 | 76041 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 73989 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 73989 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 241 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 241 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 1811 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99680 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 73989 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 73989 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 73989 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 74230 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | UNREALIZED LOSS INVESTMENTS -3,685 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 10 DEFERRED REVENUE 0 9,000 WEBER STATE PLEDGE 0 9,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO ENCOURAGE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELATING TO ACCOUNTING AND BUSINESS MATTERS. TO SUPPORT, ENCOURAGE AND SPONSOR FORMAL AND INFORMAL GATHERINGS OFCERTIFIED PUBLIC ACCOUNTANTS AND PERSONS INTERESTED IN JOINING THE PROFESSION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO ENCOURAGE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELATING TO ACCOUNTING AND BUSINESS MATTERS. TO SUPPORT, ENCOURAGE AND SPONSOR FORMAL AND INFORMAL GATHERINGS OFCERTIFIED PUBLIC ACCOUNTANTS AND PERSONS INTERESTED IN JOINING THE PROFESSION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SUSAN SPEIRS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8014668022 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UTAH CPA FOUNDATION - A NONPROFIT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CORPORATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UTAH |
| ReturnHeader/Filer/EIN | 0 | 870626076 |
| ReturnHeader/Filer/PhoneNum | 0 | 8014668022 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 15 W SOUTH TEMPLE SUITE 1625 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84101 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 870343246 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SQUIRE & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 215 S STATE ST STE 850 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 841112380 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8015330409 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHELSEA SMITH CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-15T11:10:17-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SUSAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SPEIRS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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