ILLINOIS CPA SOCIETY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ILLINOIS CPA SOCIETY (EIN 36-2171350)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-10-10
IRS object ID
202402849349300915
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-10T09:54:24-05:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371335003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ECK SCHAFER & PUNKE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 S SEVENTH STREETAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP62701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362171350EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ILLINOIS CPA SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlILLIBusinessNameControlTxt
Phone3129930407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 W JACKSON 900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606615716ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEOFFREY BROWNPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone3129930407PhoneNum
Signature2024-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENT LEACHPreparerPersonNm
PTINP00331592PTIN
Phone2175251111PhoneNum
Preparation2024-10-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEOFFREY BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 W JACKSON 900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606615716ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,204,118GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ICPAS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1903FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee58TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$120,574TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,200PYContributionsGrantsAmt
CY Contributions Grants$32,400CYContributionsGrantsAmt
PY Program Service Revenue$8,624,252PYProgramServiceRevenueAmt
CY Program Service Revenue$8,688,301CYProgramServiceRevenueAmt
PY Investment Income-$4,932PYInvestmentIncomeAmt
CY Investment Income$249,213CYInvestmentIncomeAmt
PY Other Revenue$38,544PYOtherRevenueAmt
CY Other Revenue$39,240CYOtherRevenueAmt
PY Total Revenue$8,686,064PYTotalRevenueAmt
CY Total Revenue$9,009,154CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,501,182PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,566,281CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,655,411PYOtherExpensesAmt
CY Other Expenses$3,347,192CYOtherExpensesAmt
PY Total Expenses$9,156,593PYTotalExpensesAmt
CY Total Expenses$8,913,473CYTotalExpensesAmt
PY Revenues Less Expenses-$470,529PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$95,681CYRevenuesLessExpensesAmt
Total Assets BOY$14,501,507TotalAssetsBOYAmt
Total Assets EOY$14,926,605TotalAssetsEOYAmt
Total Liabilities BOY$4,917,102TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,196,502TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,584,405NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,730,103NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE EDUCATION PROGRAMS, NETWORKING EVENTS, PUBLICATIONS AND PUBLIC SERVICE INFORMATION TO APPROXIMATELY 20,500 MEMBERS AND 7 CHAPTERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescLEGISLATIVE ACTIVITIES FOR THE MEMBERSHIP.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPEER REVIEW PROGRAM ADMINISTRATION FOR MEMBERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescRECRUITMENT AND EDUCATION AT UNIVERSITIES AND CONFERENCES FOR STUDENTS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee58EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN MURNICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129930407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 W JACKSON STE 900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606615716ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JONATHAN HAUSER
DIRECTOR-CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
MARY FULLER
DIRECTOR-IMMEDIATE PAST CH1.00Yes (X)$0$0$0
DEBORAH ROOD
DIRECTOR-VICE CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
MARK WOLFGRAM
DIRECTOR-TREASURER1.00Yes (X)Yes (X)$0$0$0
BRIAN BLAHA
DIRECTOR-SECRETARY1.00Yes (X)Yes (X)$0$0$0
JOHN BIRD
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER CAVANAUGH
DIRECTOR1.00Yes (X)$0$0$0
BRIAN DANIELL
DIRECTOR1.00Yes (X)$0$0$0
PEDRO DIAZ DE LEON
DIRECTOR1.00Yes (X)$0$0$0
KIMI ELLEN
DIRECTOR1.00Yes (X)$0$0$0
LINDY ELLIS
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER GOETTLER
DIRECTOR1.00Yes (X)$0$0$0
MONICA HARRISON
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA HERBOLD
DIRECTOR1.00Yes (X)$0$0$0
SCOTT HURWITZ
DIRECTOR1.00Yes (X)$0$0$0
JOSHUA LANCE
DIRECTOR1.00Yes (X)$0$0$0
ENRIQUE LOPEZ
DIRECTOR1.00Yes (X)$0$0$0
LEILANI RODRIGO
DIRECTOR1.00Yes (X)$0$0$0
RICHARD TARAPCHAK
DIRECTOR1.00Yes (X)$0$0$0
GEOFFREY BROWN
PRESIDENT/CEO28.00Yes (X)$366,408$0$8,73212.00
RYAN MURNICK
CFO/VP OF FINANCE & ADMINISTRATION36.00Yes (X)$148,141$0$25,6704.00
JENNIFER SCHULTZ
FORMER COO & CFO36.00Yes (X)$135,929$0$105,3234.00
MARTY GREEN
VP, GOVERNMENT RELATIONS10.00$208,518$0$14,81430.00Yes (X)
PAUL PIERSON
SENIOR DIRECTOR, PEER REVI40.00$152,032$0$38,273Yes (X)
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM40.00$127,832$0$39,646Yes (X)
GEORGE BOYLE
VP INFORMATION TECHNOLOGY40.00$164,944$0$9,145Yes (X)
KARI NATALE
VP STRATEGY & GOVERNANCE40.00$145,379$0$20,658Yes (X)
KRISTIN MCGILL
VP MEMBERSHIP EXPERIENCE & ENGAGEMENT40.00$144,565$0$22,213Yes (X)
TODD SHAPIRO
FORMER PRESIDENT/CEO0.00$148,422$0$235,4770.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,742,170TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$519,951TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO DIGITALBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 642743AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152642743ZIPCd
FieldValueIRS element (for citing)
ServicesIT MANAGED SERVICESServicesDesc
Compensation$280,598CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$32,400AllOtherContributionsAmt
Total Contributions$32,400TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES & ASSESSMENTS900099$5,726,020$5,726,020
PEER REVIEW900099$1,200,114$1,200,114
CONTINUING EDUCATION900099$932,032$932,032
TRADE SHOW900099$389,478$389,478
OTHER PROGRAM FEES900099$286,501$286,101$400

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,156TotalRevenueColumnAmt
Related Or Exempt Func Income$33,982RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$120,174UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,688,301TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$329,530TotalRevenueColumnAmt
Exclusion$329,530ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,240TotalRevenueColumnAmt
Exclusion$39,240ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,114,647SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,194,964SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$80,317SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$80,317TotalRevenueColumnAmt
Exclusion-$80,317ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,009,154TotalRevenueColumnAmt
Related Or Exempt Func Income$8,178,249RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$120,574UnrelatedBusinessRevenueAmt
Exclusion$677,931ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,505,067TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$732,743TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$328,471TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,800TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,250TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,049TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$256,172TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,964TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$279,167TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$643,668TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$113,606TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$987,676TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,570TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$242,849TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$158,409TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$69,693TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
OTHER MEMBER PROGRAM EX$179,406
LEGISLATIVE COUNSEL$101,592
MISCELLANEOUS$31,321

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,913,473TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,809,586BOYAmt
EOY$1,690,249EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$124,035BOYAmt
EOY$192,219EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$278,749BOYAmt
EOY$259,855EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,133,635LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,796,162LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$439,261BOYAmt
EOY$337,473EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,223,407BOYAmt
EOY$10,106,130EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,626,469BOYAmt
EOY$2,340,679EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,501,507BOYAmt
EOY$14,926,605EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$470,446BOYAmt
EOY$433,830EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$480,592BOYAmt
EOY$485,292EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,966,064BOYAmt
EOY$3,277,380EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,917,102BOYAmt
EOY$4,196,502EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,584,405BOYAmt
EOY$10,730,103EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,584,405BOYAmt
EOY$10,730,103EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,501,507BOYAmt
EOY$14,926,605EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$95,681ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,050,017NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ILLINOIS CPAS FOR POLITICAL ACTIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 W JACKSON SUITE 900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606615716ZIPCd
FieldValueIRS element (for citing)
EIN362944510EIN
Contributions Rcvd Dlvr$38,215ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$5,726,020DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$182,658NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$182,658NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$280,575AggregateReportedDuesNtcAmt
Taxable-$97,917TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$832,531OtherCostOrOtherBasisAmt
Depreciation$653,705DepreciationAmt
Book Value$178,826BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,301,104OtherCostOrOtherBasisAmt
Depreciation$1,142,457DepreciationAmt
Book Value$158,647BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$337,473TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETDesc
Book Value$2,340,679BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,340,679TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$3,277,380Amt
FieldValueIRS element (for citing)
Total Liability$3,277,380TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$10,032,122TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,050,017NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,050,017RevenueNotReportedAmt
Revenue Subtotal$8,982,105RevenueSubtotalAmt
Investment Expenses Not Incld$27,049InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$27,049RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,009,154TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,886,424TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,886,424ExpensesSubtotalAmt
Investment Expenses Not Incld2$27,049InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$27,049ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,913,473TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TODD SHAPIRO
FORMER PRESIDENT/CEO$148,422$0$0$0$0$0$234,065$0$1,412$0$383,899$0$0$0
GEOFFREY BROWN
PRESIDENT/CEO$366,408$0$0$0$0$0$0$0$8,732$0$375,140$0$0$0
JENNIFER SCHULTZ
FORMER COO & CFO$135,929$0$0$0$0$0$103,166$0$2,157$0$241,252$0$0$0
MARTY GREEN
VP, GOVERNMENT RELATIONS$208,518$0$0$0$0$0$10,807$0$4,007$0$223,332$0$0$0
PAUL PIERSON
SENIOR DIRECTOR, PEER REVI$152,032$0$0$0$0$0$25,985$0$12,288$0$190,305$0$0$0
GEORGE BOYLE
VP INFORMATION TECHNOLOGY$164,944$0$0$0$0$0$0$0$9,145$0$174,089$0$0$0
RYAN MURNICK
CFO/VP OF FINANCE & ADMINISTRATION$148,141$0$0$0$0$0$13,154$0$12,516$0$173,811$0$0$0
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM$127,832$0$0$0$0$0$18,141$0$21,505$0$167,478$0$0$0
KRISTIN MCGILL
VP MEMBERSHIP EXPERIENCE & ENGAGEMEN$144,565$0$0$0$0$0$11,497$0$10,716$0$166,778$0$0$0
KARI NATALE
VP STRATEGY & GOVERNANCE$145,379$0$0$0$0$0$11,738$0$8,920$0$166,037$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE ILLINOIS CPA SOCIETY USES A WRITTEN EMPLOYMENT CONTRACT TO ESTABLISH COMPENSATION OF THE PRESIDENT/CEO. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE ILLINOIS CPA SOCIETY.
PART I, LINE 4BTODD SHAPIRO BEGINNING OF YEAR VALUE: $213,380 CURRENT YEAR CHANGE: -$213,380 END OF YEAR VALUE: $0 JENNIFER SCHULTZ BEGINNING OF YEAR VALUE: $65,095 CURRENT YEAR CHANGE: -$65,095 END OF YEAR VALUE: $0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ILLINOIS CPA SOCIETY IS A TRADE ASSOCIATION. MEMBERS OF OUR BOARD MAY CONDUCT BUSINESS WITH OTHER MEMBERS OF OUR BOARD.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS ELECT THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS AND PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990 IS REVIEWED IN DETAIL BY THE CFO. A SECONDARY, HIGH-LEVEL REVIEW IS CONDUCTED BY THE PRESIDENT/CEO.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, EACH BOARD MEMBER IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING AN ACKNOWLEDGEMENT OF CODE OF CONDUCT. ANY CONFLICTS IDENTIFIED ARE REVIEWED WITH THE AUDIT COMMITTEE DURING THE SPRING AUDIT COMMITTEE MEETING.
FORM 990, PART VI, SECTION B, LINE 15ATHE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CPAS FOR THE PUBLIC INTEREST
550 W JACKSON SUITE 900CHICAGOIL606615716362870913ASSIST COMMUNITY ORGS, ANALYZING FINANCIAL/ACCNTING ASPECTS OF PUBLIC ISSUESIL501(C)(3)170(B)(1)(A)(VI)ILLINOIS CPA SOCIETYYes (1)
ILLINOIS CPAS FOR POLITICAL ACTION
550 W JACKSON SUITE 900CHICAGOIL606615716362944510PROMOTE CITIZENSHIP THRU PERS./FINANCIAL PARTICIPATION IN ELECTIVE PROCESSIL527ILLINOIS CPA SOCIETYYes (1)
CPA ENDOWMENT FUND OF ILLINOIS
550 W JACKSON SUITE 900CHICAGOIL606615716364261924EXPOSE YOUTH TO THE IMPORTANCE OF FINANCE IN THEIR LIVES,COLLEGE SCHOLARSHIPIL501(C)(3)170(B)(1)(A)(VI)0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
CPA ENDOWMENT FUND OF ILLINOIS
O$118,029
ILLINOIS CPAS FOR POLITICAL ACTION
O$264,015
CPA ENDOWMENT FUND OF ILLINOIS
N$126,816

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