ILLINOIS CPA SOCIETY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ILLINOIS CPA SOCIETY (EIN 36-2171350)
Tax period
2021-04-01 to 2022-03-31
Filed
2022-11-14
IRS object ID
202223189349304292
Schema version
2021v4.2
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)
Return2022-11-14T09:55:36-06:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

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 Begin2021-04-01TaxPeriodBeginDt

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)
PersonTODD SHAPIROPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone3129930407PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTODDPersonFirstNm
Person LastSHAPIROPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENT LEACHPreparerPersonNm
PTINP00331592PTIN
Phone2175251111PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTODD SHAPIROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 W JACKSON 900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606615716ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,983,420GrossReceiptsAmt
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 Employee47TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$159,535TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$350,200CYContributionsGrantsAmt
PY Program Service Revenue$8,809,275PYProgramServiceRevenueAmt
CY Program Service Revenue$8,958,031CYProgramServiceRevenueAmt
PY Investment Income-$59,206PYInvestmentIncomeAmt
CY Investment Income$597,127CYInvestmentIncomeAmt
PY Other Revenue$96,546PYOtherRevenueAmt
CY Other Revenue$36,648CYOtherRevenueAmt
PY Total Revenue$8,846,615PYTotalRevenueAmt
CY Total Revenue$9,942,006CYTotalRevenueAmt
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$5,424,947PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,483,360CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,949,669PYOtherExpensesAmt
CY Other Expenses$3,293,674CYOtherExpensesAmt
PY Total Expenses$8,374,616PYTotalExpensesAmt
CY Total Expenses$8,777,034CYTotalExpensesAmt
PY Revenues Less Expenses$471,999PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,164,972CYRevenuesLessExpensesAmt
Total Assets BOY$12,493,384TotalAssetsBOYAmt
Total Assets EOY$13,009,574TotalAssetsEOYAmt
Total Liabilities BOY$2,404,336TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,204,396TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,089,048NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,805,178NetAssetsOrFundBalancesEOYAmt
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 22,500 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 Assets0ReportOtherAssetsInd
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 Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee47EmployeeCnt
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 Line1JENNIFER SCHULTZBusinessNameLine1Txt
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 (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DORRI MCWHORTER
DIRECTOR-IMMEDIATE PAST CH1.00Yes (X)$0$0$0
THOMAS MURTAGH
DIRECTOR-CHAIRPERSON1.00Yes (X)$0$0$0Yes (X)
MARY FULLER
DIRECTOR-VICE CHAIRPERSON1.00Yes (X)$0$0$0Yes (X)
JONATHAN HAUSER
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
STEPHEN FERRARA
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
MARK WOLFGRAM
DIRECTOR1.00Yes (X)$0$0$0
TODD SHAPIRO
PRESIDENT/CEO28.00$409,429$0$45,717Yes (X)12.00
JENNIFER SCHULTZ
COO & CFO36.00$252,336$0$51,351Yes (X)4.00
MARTY GREEN
VP, GOVERNMENT RELATIONS10.00$193,879$0$14,32230.00Yes (X)
PAUL PIERSON
SENIOR DIRECTOR, PEER REVIEW40.00$142,125$0$36,988Yes (X)
REBECCA HEADRICK
CHIEF TECHNOLOGY DIRECTOR40.00$139,208$0$21,206Yes (X)
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM40.00$129,866$0$39,322Yes (X)
GAYLE FLORESCA
SENIOR DIRECTOR, EDUCATION40.00$125,657$0$18,496Yes (X)
MARIBETH WATTS
SENIOR DIRECTOR, MARKETING40.00$125,272$0$27,935Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,517,772TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$255,337TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BDO DIGITAL
PO BOX 642743PITTSBURGPA152642743IT MANAGED SERVICES$324,922
KOYA LEADERSHIP PARTNERS
PO BOX 279NEWBURYPORTMA01950EXECUTIVE SEARCH FIRM$108,999
SIKICH LLP
1415 W DIEHL RD STE 400NAPERVILLEIL60563ACCOUNTING SOFTWARE IMPLEMENTATION AND S$103,435
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$322,000GovernmentGrantsAmt
All Other Contributions$28,200AllOtherContributionsAmt
Total Contributions$350,200TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES & ASSESSMENTS900099$5,811,943$5,811,943
PEER REVIEW900099$1,158,027$1,158,027
CONTINUING EDUCATION900099$1,141,608$1,141,608
TRADE SHOW900099$396,549$396,549
OTHER PROGRAM FEES900099$278,344$268,769$9,575

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,560TotalRevenueColumnAmt
Related Or Exempt Func Income$21,600RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$149,960UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,958,031TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$296,405TotalRevenueColumnAmt
Exclusion$296,405ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,648TotalRevenueColumnAmt
Exclusion$36,648ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$342,136SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$41,414SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$300,722SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$300,722TotalRevenueColumnAmt
Exclusion$300,722ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,942,006TotalRevenueColumnAmt
Related Or Exempt Func Income$8,401,947RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$159,535UnrelatedBusinessRevenueAmt
Exclusion$1,030,324ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,396,766TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$793,107TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$293,487TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$16,547TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,750TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,321TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$274,905TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$164,739TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$279,869TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$602,935TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$172,311TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$838,985TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,665TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$258,301TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$192,159TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$59,180TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
OTHER MEMBER PROGRAM EX$164,067
LEGISLATIVE COUNSEL$112,961
MISCELLANEOUS$67,979

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,777,034TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,570,666BOYAmt
EOY$2,004,805EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,622BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$237,537BOYAmt
EOY$183,187EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$227,053BOYAmt
EOY$298,554EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,188,382LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,620,108LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$664,748BOYAmt
EOY$568,274EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,784,929BOYAmt
EOY$9,954,754EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,829BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,493,384BOYAmt
EOY$13,009,574EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$698,889BOYAmt
EOY$489,708EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$415,790BOYAmt
EOY$398,421EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,289,657BOYAmt
EOY$1,316,267EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,404,336BOYAmt
EOY$2,204,396EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,089,048BOYAmt
EOY$10,805,178EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,089,048BOYAmt
EOY$10,805,178EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,493,384BOYAmt
EOY$13,009,574EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,164,972ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$448,842NetUnrlzdGainsLossesInvstAmt
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$43,935ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$5,811,943DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$184,509NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$184,509NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$284,785AggregateReportedDuesNtcAmt
Taxable-$100,276TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$826,693OtherCostOrOtherBasisAmt
Depreciation$494,192DepreciationAmt
Book Value$332,501BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,361,689OtherCostOrOtherBasisAmt
Depreciation$1,125,916DepreciationAmt
Book Value$235,773BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$568,274TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENTAL OBLIGATION$1,085,139
DEFERRED COMPENSATION OBLIGATION$231,128
FieldValueIRS element (for citing)
Total Liability$1,316,267TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$9,466,843TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$448,842NetUnrealizedGainsInvstAmt
Revenue Not Reported-$448,842RevenueNotReportedAmt
Revenue Subtotal$9,915,685RevenueSubtotalAmt
Investment Expenses Not Incld$26,321InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,321RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,942,006TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,750,713TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,750,713ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,321InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,321ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,777,034TotalExpensesPerForm990Amt

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
PRESIDENT/CEO$409,429$0$0$0$0$0$33,725$0$11,992$0$455,146$0$0$0
JENNIFER SCHULTZ
COO & CFO$252,336$0$0$0$0$0$46,453$0$4,898$0$303,687$0$0$0
MARTY GREEN
VP, GOVERNMENT RELATIONS$193,879$0$0$0$0$0$10,287$0$4,035$0$208,201$0$0$0
PAUL PIERSON
SENIOR DIRECTOR, PEER REVIEW$142,125$0$0$0$0$0$24,701$0$12,287$0$179,113$0$0$0
PAUL JOHNSTON
ASSISTANT DIRECTOR, SYSTEM$129,866$0$0$0$0$0$17,725$0$21,597$0$169,188$0$0$0
REBECCA HEADRICK
CHIEF TECHNOLOGY DIRECTOR$139,208$0$0$0$0$0$10,875$0$10,331$0$160,414$0$0$0
MARIBETH WATTS
SENIOR DIRECTOR, MARKETING$125,272$0$0$0$0$0$17,090$0$10,845$0$153,207$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: $162,441 CURRENT YEAR CHANGE: $21,759 END OF YEAR VALUE: $184,200 JENNIFER SCHULTZ BEGINNING OF YEAR VALUE: $26,448 CURRENT YEAR CHANGE: $20,480 END OF YEAR VALUE: $46,928

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 CONTROLLER. A SECONDARY, HIGH-LEVEL REVIEW IS CONDUCTED BY THE CFO AND 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$108,564
ILLINOIS CPAS FOR POLITICAL ACTION
O$260,477
CPA ENDOWMENT FUND OF ILLINOIS
N$86,907

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