ILLINOIS CPA SOCIETY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ILLINOIS CPA SOCIETY (EIN 36-2171350)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-10-10
- IRS object ID
- 202502839349301600
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-10T11:19:36-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371335003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECK SCHAFER & PUNKE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 S SEVENTH STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362171350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS CPA SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ILLI | BusinessNameControlTxt |
| Phone | 3129930407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W JACKSON 900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606615716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY BROWN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3129930407 | PhoneNum |
| Signature | 2025-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT LEACH | PreparerPersonNm |
| PTIN | P00331592 | PTIN |
| Phone | 2175251111 | PhoneNum |
| Preparation | 2025-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEOFFREY BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W JACKSON 900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606615716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,874,871 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ICPAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $200,811 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,400 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,400 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,688,301 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,217,589 | CYProgramServiceRevenueAmt |
| PY Investment Income | $249,213 | PYInvestmentIncomeAmt |
| CY Investment Income | $493,123 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,240 | PYOtherRevenueAmt |
| CY Other Revenue | $54,426 | CYOtherRevenueAmt |
| PY Total Revenue | $9,009,154 | PYTotalRevenueAmt |
| CY Total Revenue | $9,797,538 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,566,281 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,844,382 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,347,192 | PYOtherExpensesAmt |
| CY Other Expenses | $3,576,412 | CYOtherExpensesAmt |
| PY Total Expenses | $8,913,473 | PYTotalExpensesAmt |
| CY Total Expenses | $9,420,794 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $95,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $376,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,926,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,932,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,196,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,654,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,730,103 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,277,179 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE VALUE OF THE CPA PROFESSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE EDUCATION PROGRAMS, NETWORKING EVENTS, PUBLICATIONS AND PUBLIC SERVICE INFORMATION TO APPROXIMATELY 20,100 MEMBERS AND 6 CHAPTERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGISLATIVE ACTIVITIES FOR THE MEMBERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PEER REVIEW PROGRAM ADMINISTRATION FOR MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECRUITMENT AND EDUCATION AT UNIVERSITIES AND CONFERENCES FOR STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN MURNICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129930407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W JACKSON STE 900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606615716 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DEBORAH ROOD | |||||||||
| DIRECTOR-CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRIAN BLAHA | |||||||||
| DIRECTOR-VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARK WOLFGRAM | |||||||||
| DIRECTOR-SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER CAVANAUGH | |||||||||
| DIRECTOR-TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HAUSER | |||||||||
| DIRECTOR-IMMEDIATE PAST CH | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEDRO DIAZ DE LEON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMI ELLEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDY ELLIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER GOETTLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONICA HARRISON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSHUA HERBOLD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID KNUTSEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ENRIQUE LOPEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM MEYER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW PANZICA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEILANI RODRIGO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD TARAPCHAK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREA WRIGHT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE ZALESKI-BRAATZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEOFFREY BROWN | |||||||||
| PRESIDENT/CEO | 28.00 | Yes (X) | $463,077 | $0 | $38,786 | 12.00 | |||
| RYAN MURNICK | |||||||||
| CFO/VP OF FINANCE & ADMINI | 36.00 | Yes (X) | $175,197 | $0 | $26,220 | 4.00 | |||
| MARTY GREEN | |||||||||
| SR VP, GOVERNMENT RELATIONS | 10.00 | $216,348 | $0 | $15,104 | 30.00 | Yes (X) | |||
| GEORGE BOYLE | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | $171,873 | $0 | $23,375 | Yes (X) | ||||
| KARI NATALE | |||||||||
| VP STRATEGY & GOVERNANCE | 30.00 | $164,016 | $0 | $22,057 | 10.00 | Yes (X) | |||
| KRISTIN MCGILL | |||||||||
| VP MEMBERSHIP EXPERIENCE & | 40.00 | $159,965 | $0 | $25,465 | Yes (X) | ||||
| PAUL JOHNSTON | |||||||||
| ASSISTANT DIRECTOR, SYSTEM | 40.00 | $126,200 | $0 | $38,022 | Yes (X) | ||||
| PAUL PIERSON | |||||||||
| SENIOR DIRECTOR, PEER REVI | 40.00 | $157,199 | $0 | $39,117 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,633,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BDO DIGITAL | |||||
| PO BOX 642743 | PITTSBURGH | PA | 152642743 | IT MANAGED SERVICES | $272,463 |
| AELODA LLC | |||||
| PO BOX 2971 | SACRAMENTO | CA | 95812 | DATA ANALYTICS CONSULTING | $126,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $32,400 | AllOtherContributionsAmt |
| Total Contributions | $32,400 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES & ASSESSMENTS | 900099 | $5,728,791 | $5,728,791 | |
| PEER REVIEW | 900099 | $1,306,159 | $1,306,159 | |
| CONTINUING EDUCATION | 900099 | $1,196,756 | $1,196,756 | |
| TRADE SHOW | 900099 | $533,907 | $533,907 | |
| OTHER PROGRAM FEES | 900099 | $220,436 | $220,436 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,729 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $200,811 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,217,589 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $388,324 | TotalRevenueColumnAmt |
| Exclusion | $388,324 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,426 | TotalRevenueColumnAmt |
| Exclusion | $54,426 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,182,132 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,077,333 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,799 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,799 | TotalRevenueColumnAmt |
| Exclusion | $104,799 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,797,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,482,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $200,811 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,081,456 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,710,946 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,043 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,393 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,184 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,500 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,146 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,069 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,866 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,816 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,627 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,749 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,033 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,746 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,627 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,115 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,591 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| OTHER MEMBER PROGRAM EX | $165,480 |
| LEGISLATIVE COUNSEL | $100,657 |
| MISCELLANEOUS | $42,206 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,420,794 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,249 | BOYAmt |
| EOY | $1,700,481 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,219 | BOYAmt |
| EOY | $14,547 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,855 | BOYAmt |
| EOY | $283,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,304,419 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,934,648 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,473 | BOYAmt |
| EOY | $369,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,106,130 | BOYAmt |
| EOY | $10,611,430 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,679 | BOYAmt |
| EOY | $1,951,928 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,926,605 | BOYAmt |
| EOY | $14,932,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,830 | BOYAmt |
| EOY | $390,470 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,292 | BOYAmt |
| EOY | $506,987 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,277,380 | BOYAmt |
| EOY | $2,757,429 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,196,502 | BOYAmt |
| EOY | $3,654,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,730,103 | BOYAmt |
| EOY | $11,277,179 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,730,103 | BOYAmt |
| EOY | $11,277,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,926,605 | BOYAmt |
| EOY | $14,932,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $376,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $170,332 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS CPAS FOR POLITICAL ACTION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W JACKSON SUITE 900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606615716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362944510 | EIN |
| Contributions Rcvd Dlvr | $13,325 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $5,728,791 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $178,519 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $178,519 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $263,524 | AggregateReportedDuesNtcAmt |
| Taxable | -$85,005 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $842,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $733,764 | DepreciationAmt |
| Book Value | $108,510 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,462,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200,884 | DepreciationAmt |
| Book Value | $261,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $369,771 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $1,951,928 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,951,928 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,753,469 |
| DEFERRED COMPENSATION LIABILITY | $3,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,757,429 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,935,724 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $170,332 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $170,332 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,765,392 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,146 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,146 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,797,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,388,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,388,648 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,146 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,146 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,420,794 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEOFFREY BROWN | ||||||||||||||
| PRESIDENT/CEO | $463,077 | $0 | $0 | $0 | $0 | $0 | $29,189 | $0 | $9,597 | $0 | $501,863 | $0 | $0 | $0 |
| MARTY GREEN | ||||||||||||||
| SR VP, GOVERNMENT RELATIONS | $216,348 | $0 | $0 | $0 | $0 | $0 | $10,911 | $0 | $4,193 | $0 | $231,452 | $0 | $0 | $0 |
| RYAN MURNICK | ||||||||||||||
| CFO/VP OF FINANCE & ADMINI | $175,197 | $0 | $0 | $0 | $0 | $0 | $14,398 | $0 | $11,822 | $0 | $201,417 | $0 | $0 | $0 |
| PAUL PIERSON | ||||||||||||||
| SENIOR DIRECTOR, PEER REVI | $157,199 | $0 | $0 | $0 | $0 | $0 | $26,764 | $0 | $12,353 | $0 | $196,316 | $0 | $0 | $0 |
| GEORGE BOYLE | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $171,873 | $0 | $0 | $0 | $0 | $0 | $13,727 | $0 | $9,648 | $0 | $195,248 | $0 | $0 | $0 |
| KARI NATALE | ||||||||||||||
| VP STRATEGY & GOVERNANCE | $164,016 | $0 | $0 | $0 | $0 | $0 | $12,664 | $0 | $9,393 | $0 | $186,073 | $0 | $0 | $0 |
| KRISTIN MCGILL | ||||||||||||||
| VP MEMBERSHIP EXPERIENCE & | $159,965 | $0 | $0 | $0 | $0 | $0 | $12,753 | $0 | $12,712 | $0 | $185,430 | $0 | $0 | $0 |
| PAUL JOHNSTON | ||||||||||||||
| ASSISTANT DIRECTOR, SYSTEM | $126,200 | $0 | $0 | $0 | $0 | $0 | $18,557 | $0 | $19,465 | $0 | $164,222 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | GEOFFREY BROWN BEGINNING OF YEAR VALUE: $0 CURRENT YEAR CHANGE: $3,960 END OF YEAR VALUE: $3,960 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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) | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CPA ENDOWMENT FUND OF ILLINOIS | |
| O | $120,607 |
| ILLINOIS CPAS FOR POLITICAL ACTION | |
| O | $275,715 |
| CPA ENDOWMENT FUND OF ILLINOIS | |
| N | $127,973 |
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