2024-10-10T09:54:24-05:00 2024-03-31 371335003 ECK SCHAFER & PUNKE LLP 227 S SEVENTH STREET SPRINGFIELD IL 62701 990 2023-04-01 362171350 ILLINOIS CPA SOCIETY ILLI 3129930407 550 W JACKSON 900 CHICAGO IL 606615716 GEOFFREY BROWN PRESIDENT/CEO 3129930407 2024-10-07 1 1 BRENT LEACH P00331592 2175251111 2024-10-07 2023 2024-10-15 13:58:12Z GEOFFREY BROWN 550 W JACKSON 900 CHICAGO IL 606615716 11204118 0 X WWW.ICPAS.ORG X 1903 IL TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS. 19 19 58 300 120574 0 28200 32400 8624252 8688301 -4932 249213 38544 39240 8686064 9009154 0 0 0 0 5501182 5566281 0 0 0 3655411 3347192 9156593 8913473 -470529 95681 14501507 14926605 4917102 4196502 9584405 10730103 X TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS. 0 0 PROVIDE EDUCATION PROGRAMS, NETWORKING EVENTS, PUBLICATIONS AND PUBLIC SERVICE INFORMATION TO APPROXIMATELY 20,500 MEMBERS AND 7 CHAPTERS. LEGISLATIVE ACTIVITIES FOR THE MEMBERSHIP. PEER REVIEW PROGRAM ADMINISTRATION FOR MEMBERS. RECRUITMENT AND EDUCATION AT UNIVERSITIES AND CONFERENCES FOR STUDENTS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 59 0 1 58 1 1 1 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X RYAN MURNICK 3129930407 550 W JACKSON STE 900 CHICAGO IL 606615716 JONATHAN HAUSER DIRECTOR-CHAIRPERSON 1.00 X X 0 0 0 MARY FULLER DIRECTOR-IMMEDIATE PAST CH 1.00 X 0 0 0 DEBORAH ROOD DIRECTOR-VICE CHAIRPERSON 1.00 X X 0 0 0 MARK WOLFGRAM DIRECTOR-TREASURER 1.00 X X 0 0 0 BRIAN BLAHA DIRECTOR-SECRETARY 1.00 X X 0 0 0 JOHN BIRD DIRECTOR 1.00 X 0 0 0 JENNIFER CAVANAUGH DIRECTOR 1.00 X 0 0 0 BRIAN DANIELL DIRECTOR 1.00 X 0 0 0 PEDRO DIAZ DE LEON DIRECTOR 1.00 X 0 0 0 KIMI ELLEN DIRECTOR 1.00 X 0 0 0 LINDY ELLIS DIRECTOR 1.00 X 0 0 0 JENNIFER GOETTLER DIRECTOR 1.00 X 0 0 0 MONICA HARRISON DIRECTOR 1.00 X 0 0 0 JOSHUA HERBOLD DIRECTOR 1.00 X 0 0 0 SCOTT HURWITZ DIRECTOR 1.00 X 0 0 0 JOSHUA LANCE DIRECTOR 1.00 X 0 0 0 ENRIQUE LOPEZ DIRECTOR 1.00 X 0 0 0 LEILANI RODRIGO DIRECTOR 1.00 X 0 0 0 RICHARD TARAPCHAK DIRECTOR 1.00 X 0 0 0 GEOFFREY BROWN PRESIDENT/CEO 28.00 12.00 X 366408 0 8732 RYAN MURNICK CFO/VP OF FINANCE & ADMINISTRATION 36.00 4.00 X 148141 0 25670 JENNIFER SCHULTZ FORMER COO & CFO 36.00 4.00 X 135929 0 105323 MARTY GREEN VP, GOVERNMENT RELATIONS 10.00 30.00 X 208518 0 14814 PAUL PIERSON SENIOR DIRECTOR, PEER REVI 40.00 X 152032 0 38273 PAUL JOHNSTON ASSISTANT DIRECTOR, SYSTEM 40.00 X 127832 0 39646 GEORGE BOYLE VP INFORMATION TECHNOLOGY 40.00 X 164944 0 9145 KARI NATALE VP STRATEGY & GOVERNANCE 40.00 X 145379 0 20658 KRISTIN MCGILL VP MEMBERSHIP EXPERIENCE & ENGAGEMENT 40.00 X 144565 0 22213 TODD SHAPIRO FORMER PRESIDENT/CEO 0.00 0.00 X 148422 0 235477 1742170 0 519951 10 1 1 0 BDO DIGITAL PO BOX 642743 PITTSBURGH PA 152642743 IT MANAGED SERVICES 280598 1 32400 32400 MEMBERSHIP DUES & ASSESSMENTS 900099 5726020 5726020 PEER REVIEW 900099 1200114 1200114 CONTINUING EDUCATION 900099 932032 932032 TRADE SHOW 900099 389478 389478 OTHER PROGRAM FEES 900099 286501 286101 400 154156 33982 120174 8688301 329530 329530 39240 39240 2114647 2194964 -80317 -80317 -80317 9009154 8178249 120574 677931 4505067 732743 328471 18800 40250 27049 256172 113964 279167 643668 113606 987676 83570 242849 158409 69693 OTHER MEMBER PROGRAM EX 179406 LEGISLATIVE COUNSEL 101592 MISCELLANEOUS 31321 8913473 1809586 1690249 124035 192219 278749 259855 2133635 1796162 439261 337473 9223407 10106130 2626469 2340679 14501507 14926605 470446 433830 480592 485292 3966064 3277380 4917102 4196502 X 9584405 10730103 9584405 10730103 14501507 14926605 95681 1050017 0 X 0 1 X 1 0 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615716 362944510 38215 0 0 0 5726020 182658 182658 280575 -97917 832531 653705 178826 1301104 1142457 158647 337473 RIGHT OF USE ASSET 2340679 2340679 OPERATING LEASE LIABILITY 3277380 3277380 10032122 1050017 1050017 8982105 27049 27049 9009154 8886424 0 8886424 27049 27049 8913473 X X X 0 1 0 TODD SHAPIRO FORMER PRESIDENT/CEO 148422 0 0 0 0 0 234065 0 1412 0 383899 0 0 0 GEOFFREY BROWN PRESIDENT/CEO 366408 0 0 0 0 0 0 0 8732 0 375140 0 0 0 JENNIFER SCHULTZ FORMER COO & CFO 135929 0 0 0 0 0 103166 0 2157 0 241252 0 0 0 MARTY GREEN VP, GOVERNMENT RELATIONS 208518 0 0 0 0 0 10807 0 4007 0 223332 0 0 0 PAUL PIERSON SENIOR DIRECTOR, PEER REVI 152032 0 0 0 0 0 25985 0 12288 0 190305 0 0 0 GEORGE BOYLE VP INFORMATION TECHNOLOGY 164944 0 0 0 0 0 0 0 9145 0 174089 0 0 0 RYAN MURNICK CFO/VP OF FINANCE & ADMINISTRATION 148141 0 0 0 0 0 13154 0 12516 0 173811 0 0 0 PAUL JOHNSTON ASSISTANT DIRECTOR, SYSTEM 127832 0 0 0 0 0 18141 0 21505 0 167478 0 0 0 KRISTIN MCGILL VP MEMBERSHIP EXPERIENCE & ENGAGEMEN 144565 0 0 0 0 0 11497 0 10716 0 166778 0 0 0 KARI NATALE VP STRATEGY & GOVERNANCE 145379 0 0 0 0 0 11738 0 8920 0 166037 0 0 0 PART I, LINE 3 THE 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 4B TODD 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 FORM 990, PART VI, SECTION A, LINE 2 ILLINOIS 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 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C ON 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 15A THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CPAS FOR THE PUBLIC INTEREST 550 W JACKSON SUITE 900 CHICAGO IL 606615716 362870913 ASSIST COMMUNITY ORGS, ANALYZING FINANCIAL/ACCNTING ASPECTS OF PUBLIC ISSUES IL 501(C)(3) 170(B)(1)(A)(VI) ILLINOIS CPA SOCIETY 1 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615716 362944510 PROMOTE CITIZENSHIP THRU PERS./FINANCIAL PARTICIPATION IN ELECTIVE PROCESS IL 527 ILLINOIS CPA SOCIETY 1 CPA ENDOWMENT FUND OF ILLINOIS 550 W JACKSON SUITE 900 CHICAGO IL 606615716 364261924 EXPOSE YOUTH TO THE IMPORTANCE OF FINANCE IN THEIR LIVES,COLLEGE SCHOLARSHIP IL 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CPA ENDOWMENT FUND OF ILLINOIS O 118029 ILLINOIS CPAS FOR POLITICAL ACTION O 264015 CPA ENDOWMENT FUND OF ILLINOIS N 126816