2022-11-14T09:55:36-06:00 2022-03-31 371335003 ECK SCHAFER & PUNKE LLP 227 S SEVENTH STREET SPRINGFIELD IL 62701 990 2021-04-01 362171350 ILLINOIS CPA SOCIETY ILLI 3129930407 550 W JACKSON 900 CHICAGO IL 606615716 TODD SHAPIRO PRESIDENT/CEO 3129930407 2022-11-07 1 TODD SHAPIRO 999009999 BRENT LEACH P00331592 2175251111 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TODD SHAPIRO 550 W JACKSON 900 CHICAGO IL 606615716 9983420 0 X WWW.ICPAS.ORG X 1903 IL TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS. 19 19 47 300 159535 0 0 350200 8809275 8958031 -59206 597127 96546 36648 8846615 9942006 0 0 0 0 5424947 5483360 0 0 0 2949669 3293674 8374616 8777034 471999 1164972 12493384 13009574 2404336 2204396 10089048 10805178 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 22,500 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 0 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 48 0 1 47 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 JENNIFER SCHULTZ 3129930407 550 W JACKSON STE 900 CHICAGO IL 606615716 DORRI MCWHORTER DIRECTOR-IMMEDIATE PAST CH 1.00 X 0 0 0 THOMAS MURTAGH DIRECTOR-CHAIRPERSON 1.00 X X 0 0 0 MARY FULLER DIRECTOR-VICE CHAIRPERSON 1.00 X X 0 0 0 JONATHAN HAUSER DIRECTOR-TREASURER 1.00 X X 0 0 0 DEBORAH ROOD DIRECTOR-SECRETARY 1.00 X X 0 0 0 JOHN BIRD DIRECTOR 1.00 X 0 0 0 BRIAN BLAHA DIRECTOR 1.00 X 0 0 0 JENNIFER CAVANAUGH 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 STEPHEN FERRARA DIRECTOR 1.00 X 0 0 0 JENNIFER GOETTLER 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 STELLA SANTOS DIRECTOR 1.00 X 0 0 0 BRIAN STANKO DIRECTOR 1.00 X 0 0 0 RICHARD TARAPCHAK DIRECTOR 1.00 X 0 0 0 MARK WOLFGRAM DIRECTOR 1.00 X 0 0 0 TODD SHAPIRO PRESIDENT/CEO 28.00 12.00 X 409429 0 45717 JENNIFER SCHULTZ COO & CFO 36.00 4.00 X 252336 0 51351 MARTY GREEN VP, GOVERNMENT RELATIONS 10.00 30.00 X 193879 0 14322 PAUL PIERSON SENIOR DIRECTOR, PEER REVIEW 40.00 X 142125 0 36988 REBECCA HEADRICK CHIEF TECHNOLOGY DIRECTOR 40.00 X 139208 0 21206 PAUL JOHNSTON ASSISTANT DIRECTOR, SYSTEM 40.00 X 129866 0 39322 GAYLE FLORESCA SENIOR DIRECTOR, EDUCATION 40.00 X 125657 0 18496 MARIBETH WATTS SENIOR DIRECTOR, MARKETING 40.00 X 125272 0 27935 1517772 0 255337 14 0 1 0 BDO DIGITAL PO BOX 642743 PITTSBURG PA 152642743 IT MANAGED SERVICES 324922 KOYA LEADERSHIP PARTNERS PO BOX 279 NEWBURYPORT MA 01950 EXECUTIVE SEARCH FIRM 108999 SIKICH LLP 1415 W DIEHL RD STE 400 NAPERVILLE IL 60563 ACCOUNTING SOFTWARE IMPLEMENTATION AND S 103435 3 322000 28200 350200 MEMBERSHIP DUES & ASSESSMENTS 900099 5811943 5811943 PEER REVIEW 900099 1158027 1158027 CONTINUING EDUCATION 900099 1141608 1141608 TRADE SHOW 900099 396549 396549 OTHER PROGRAM FEES 900099 278344 268769 9575 171560 21600 149960 8958031 296405 296405 36648 36648 342136 41414 300722 300722 300722 9942006 8401947 159535 1030324 4396766 793107 293487 16547 37750 26321 274905 164739 279869 602935 172311 838985 24665 258301 192159 59180 OTHER MEMBER PROGRAM EX 164067 LEGISLATIVE COUNSEL 112961 MISCELLANEOUS 67979 8777034 1570666 2004805 5622 237537 183187 227053 298554 2188382 1620108 664748 568274 9784929 9954754 2829 0 12493384 13009574 698889 489708 415790 398421 1289657 1316267 2404336 2204396 X 10089048 10805178 10089048 10805178 12493384 13009574 1164972 -448842 0 X 0 1 X 1 0 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615716 362944510 43935 0 0 0 5811943 184509 184509 284785 -100276 826693 494192 332501 1361689 1125916 235773 568274 DEFERRED RENTAL OBLIGATION 1085139 DEFERRED COMPENSATION OBLIGATION 231128 1316267 9466843 -448842 -448842 9915685 26321 26321 9942006 8750713 0 8750713 26321 26321 8777034 X X X 0 1 0 TODD SHAPIRO PRESIDENT/CEO 409429 0 0 0 0 0 33725 0 11992 0 455146 0 0 0 JENNIFER SCHULTZ COO & CFO 252336 0 0 0 0 0 46453 0 4898 0 303687 0 0 0 MARTY GREEN VP, GOVERNMENT RELATIONS 193879 0 0 0 0 0 10287 0 4035 0 208201 0 0 0 PAUL PIERSON SENIOR DIRECTOR, PEER REVIEW 142125 0 0 0 0 0 24701 0 12287 0 179113 0 0 0 PAUL JOHNSTON ASSISTANT DIRECTOR, SYSTEM 129866 0 0 0 0 0 17725 0 21597 0 169188 0 0 0 REBECCA HEADRICK CHIEF TECHNOLOGY DIRECTOR 139208 0 0 0 0 0 10875 0 10331 0 160414 0 0 0 MARIBETH WATTS SENIOR DIRECTOR, MARKETING 125272 0 0 0 0 0 17090 0 10845 0 153207 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: $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 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 CONTROLLER. A SECONDARY, HIGH-LEVEL REVIEW IS CONDUCTED BY THE CFO AND 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 108564 ILLINOIS CPAS FOR POLITICAL ACTION O 260477 CPA ENDOWMENT FUND OF ILLINOIS N 86907