ILLINOIS CPA SOCIETY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ILLINOIS CPA SOCIETY (EIN 36-2171350)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-11-17
IRS object ID
202333219349301023
Schema version
2022v5.0
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)
Return2023-11-17T10:49:32-06:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

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 Begin2022-04-01TaxPeriodBeginDt

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
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEOFFREYPersonFirstNm
Person LastBROWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENT LEACHPreparerPersonNm
PTINP00331592PTIN
Phone2175251111PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$11,263,260GrossReceiptsAmt
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 Employee59TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$162,616TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$350,200PYContributionsGrantsAmt
CY Contributions Grants$28,200CYContributionsGrantsAmt
PY Program Service Revenue$8,958,031PYProgramServiceRevenueAmt
CY Program Service Revenue$8,624,252CYProgramServiceRevenueAmt
PY Investment Income$597,127PYInvestmentIncomeAmt
CY Investment Income-$4,932CYInvestmentIncomeAmt
PY Other Revenue$36,648PYOtherRevenueAmt
CY Other Revenue$38,544CYOtherRevenueAmt
PY Total Revenue$9,942,006PYTotalRevenueAmt
CY Total Revenue$8,686,064CYTotalRevenueAmt
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$5,483,360PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,501,182CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,293,674PYOtherExpensesAmt
CY Other Expenses$3,655,411CYOtherExpensesAmt
PY Total Expenses$8,777,034PYTotalExpensesAmt
CY Total Expenses$9,156,593CYTotalExpensesAmt
PY Revenues Less Expenses$1,164,972PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$470,529CYRevenuesLessExpensesAmt
Total Assets BOY$13,009,574TotalAssetsBOYAmt
Total Assets EOY$14,501,507TotalAssetsEOYAmt
Total Liabilities BOY$2,204,396TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,917,102TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,805,178NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,584,405NetAssetsOrFundBalancesEOYAmt
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 21,700 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 Document62IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee59EmployeeCnt
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 (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS MURTAGH
DIRECTOR-IMMEDIATE PAST CH1.00Yes (X)$0$0$0
MARY FULLER
DIRECTOR-CHAIRPERSON1.00Yes (X)$0$0$0Yes (X)
JONATHAN HAUSER
DIRECTOR-VICE CHAIRPERSON1.00Yes (X)$0$0$0Yes (X)
MARK WOLFGRAM
DIRECTOR-TREASURER1.00Yes (X)$0$0$0Yes (X)
DEBORAH ROOD
DIRECTOR-SECRETARY1.00Yes (X)$0$0$0Yes (X)
JOHN BIRD
DIRECTOR1.00Yes (X)$0$0$0
BRIAN BLAHA
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER CAVANAUGH
DIRECTOR1.00Yes (X)$0$0$0
PEDRO DIAZ DE LEON
DIRECTOR1.00Yes (X)$0$0$0
KIMI ELLEN
DIRECTOR1.00Yes (X)$0$0$0
BRIAN DANIELL
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER GOETTLER
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
STELLA SANTOS
DIRECTOR1.00Yes (X)$0$0$0
BRIAN STANKO
DIRECTOR1.00Yes (X)$0$0$0
RICHARD TARAPCHAK
DIRECTOR1.00Yes (X)$0$0$0
MONICA HARRISON
DIRECTOR1.00Yes (X)$0$0$0
GEOFFREY BROWN
PRESIDENT/CEO28.00$13,846$0$0Yes (X)12.00
TODD SHAPIRO
FORMER PRESIDENT/CEO28.00$428,965$0$47,607Yes (X)12.00
JENNIFER SCHULTZ
COO & CFO36.00$257,811$0$56,726Yes (X)4.00
MARTY GREEN
VP, GOVERNMENT RELATIONS10.00$201,317$0$14,74830.00Yes (X)
PAUL PIERSON
SENIOR DIRECTOR, PEER REVI40.00$148,527$0$37,536Yes (X)
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM40.00$130,962$0$39,583Yes (X)
GAYLE FLORESCA
SENIOR DIRECTOR, EDUCATION40.00$130,933$0$18,949Yes (X)
MARIBETH WATTS
SENIOR DIRECTOR, MARKETING40.00$129,490$0$27,692Yes (X)
RYAN MURNICK
CONTROLLER40.00$128,199$0$23,887Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,570,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$266,728TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
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
CityPITTSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152642743ZIPCd
FieldValueIRS element (for citing)
ServicesIT MANAGED SERVICESServicesDesc
Compensation$437,344CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$28,200AllOtherContributionsAmt
Total Contributions$28,200TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES & ASSESSMENTS900099$5,761,762$5,761,762
PEER REVIEW900099$1,228,145$1,228,145
CONTINUING EDUCATION900099$824,449$824,449
TRADE SHOW900099$359,697$359,697
OTHER PROGRAM FEES900099$270,540$260,640$9,900

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,659TotalRevenueColumnAmt
Related Or Exempt Func Income$26,943RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$152,716UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,624,252TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$265,344TotalRevenueColumnAmt
Exclusion$265,344ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,544TotalRevenueColumnAmt
Exclusion$38,544ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,306,920SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,577,196SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$270,276SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$270,276TotalRevenueColumnAmt
Exclusion-$270,276ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,686,064TotalRevenueColumnAmt
Related Or Exempt Func Income$8,101,939RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$162,616UnrelatedBusinessRevenueAmt
Exclusion$393,309ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,438,691TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$754,464TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$308,027TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,203TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$39,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$23,518TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$263,523TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$102,785TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$574,824TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$705,365TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$101,582TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$897,331TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$106,417TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$244,816TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$157,932TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$68,282TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
OTHER MEMBER PROGRAM EX$193,838
LEGISLATIVE COUNSEL$116,577
MISCELLANEOUS$42,418

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,156,593TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,004,805BOYAmt
EOY$1,809,586EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$183,187BOYAmt
EOY$124,035EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$298,554BOYAmt
EOY$278,749EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,170,425LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,731,164LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$568,274BOYAmt
EOY$439,261EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,954,754BOYAmt
EOY$9,223,407EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,626,469EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,009,574BOYAmt
EOY$14,501,507EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$489,708BOYAmt
EOY$470,446EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$398,421BOYAmt
EOY$480,592EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,316,267BOYAmt
EOY$3,966,064EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,204,396BOYAmt
EOY$4,917,102EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,805,178BOYAmt
EOY$9,584,405EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,805,178BOYAmt
EOY$9,584,405EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,009,574BOYAmt
EOY$14,501,507EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$470,529ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$750,244NetUnrlzdGainsLossesInvstAmt
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$41,593ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$5,761,762DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$191,651NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$191,651NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$282,326AggregateReportedDuesNtcAmt
Taxable-$90,675TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$832,531OtherCostOrOtherBasisAmt
Depreciation$573,817DepreciationAmt
Book Value$258,714BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,337,894OtherCostOrOtherBasisAmt
Depreciation$1,157,347DepreciationAmt
Book Value$180,547BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$439,261TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETDesc
Book Value$2,626,469BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,626,469TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION OBLIGATION$278,475
OPERATING LEASE LIABILITY$3,687,589
FieldValueIRS element (for citing)
Total Liability$3,966,064TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,912,302TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$750,244NetUnrealizedGainsInvstAmt
Revenue Not Reported-$750,244RevenueNotReportedAmt
Revenue Subtotal$8,662,546RevenueSubtotalAmt
Investment Expenses Not Incld$23,518InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$23,518RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,686,064TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,133,075TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,133,075ExpensesSubtotalAmt
Investment Expenses Not Incld2$23,518InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$23,518ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,156,593TotalExpensesPerForm990Amt

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 (7 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$428,965$0$0$0$0$0$35,829$0$11,778$0$476,572$0$0$0
JENNIFER SCHULTZ
COO & CFO$257,811$0$0$0$0$0$51,840$0$4,886$0$314,537$0$0$0
MARTY GREEN
VP, GOVERNMENT RELATIONS$201,317$0$0$0$0$0$10,716$0$4,032$0$216,065$0$0$0
PAUL PIERSON
SENIOR DIRECTOR, PEER REVI$148,527$0$0$0$0$0$25,231$0$12,305$0$186,063$0$0$0
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM$130,962$0$0$0$0$0$17,813$0$21,770$0$170,545$0$0$0
MARIBETH WATTS
SENIOR DIRECTOR, MARKETING$129,490$0$0$0$0$0$17,457$0$10,235$0$157,182$0$0$0
RYAN MURNICK
CONTROLLER$128,199$0$0$0$0$0$10,987$0$12,900$0$152,086$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: $184,200 CURRENT YEAR CHANGE: $29,180 END OF YEAR VALUE: $213,380 JENNIFER SCHULTZ BEGINNING OF YEAR VALUE: $46,928 CURRENT YEAR CHANGE: $18,167 END OF YEAR VALUE: $65,095

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$109,527
ILLINOIS CPAS FOR POLITICAL ACTION
O$270,060
CPA ENDOWMENT FUND OF ILLINOIS
N$95,873

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