2013-11-08T08:56:52-06:00 2013-03-31 371335003 ECK SCHAFER & PUNKE LLP 600 E ADAMS ST SPRINGFIELD IL 627011624 990 2012-04-01 362171350 ILLINOIS CPA SOCIETY ILLI 3129930407 550 W JACKSON NO 900 CHICAGO IL 606615742 TODD SHAPIRO 3129930407 2013-11-04 1 BRENT LEACH P00331592 2175251111 2013-11-01 2012 2016-02-24 21:20:13Z TODD SHAPIRO 550 W JACKSON NO 900 CHICAGO IL 606615742 7392281 0 X WWW.ICPAS.ORG X 1903 IL WE SERVE THE CPA PROFESSION BY PROMOTING HIGH STANDARDS OF INTEGRITY AND TECHNICAL COMPETENCE. 19 19 71 300 135011 -67218 0 0 7066792 7166273 53790 45510 106111 86581 7226693 7298364 0 0 0 0 3806246 3477212 0 0 0 3064157 2990730 6870403 6467942 356290 830422 9690203 10740958 4005598 4348629 5684605 6392329 X TO PROMOTE AND MAINTAIN HIGH STANDARDS OF INTEGRITY AND TECHNICAL COMPETENCE WITHIN THE ACCOUNTING PROFESSION. 0 0 PROVIDE MEMBER AND CHAPTER SERVICES FOR APPROXIMATELY 24,000 MEMBERS AND 9 CHAPTERS WHICH INCLUDES TECHNICAL MEETINGS, PUBLICATIONS, LIBRARY AND PUBLIC SERVICE INFORMATION. LEGISLATIVE ACTIVITIES FOR THE MEMBERSHIP. PEER REVIEW PROGRAM ADMINISTRATION FOR MEMBERS. RECRUITMENT AND EDUCATION AT UNIVERSITIES AND CONFERENCES FOR STUDENTS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 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 22 0 1 71 1 1 1 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 606615742 JAMES JONES 1.00 X 0 0 0 WILLIAM GRAF 1.00 X 0 0 0 DANIEL RAHILL 1.00 X 0 0 0 EDWARD HANNON 1.00 X 0 0 0 ROBERT CAMERON 1.00 X 0 0 2400 PAUL INSERRA 1.00 X 0 0 0 KATHLEEN KEDROWSKI 1.00 X 0 0 0 LINDA ABERNETHY 1.00 X 0 0 0 JOHN HEPP 1.00 X 0 0 0 MICHAEL MAFFEI 1.00 X 0 0 0 GERALYN HURD 1.00 X 0 0 0 LEIF JENSEN 1.00 X 0 0 0 ROSE DOHERTY 1.00 X 0 0 0 THOMAS ZELLER 1.00 X 0 0 3000 MARGARET HUNN 1.00 X 0 0 0 BRADLEY SARGENT 1.00 X 0 0 0 MARCUS ODOM 1.00 X 0 0 0 FLOYD PERKINS 1.00 X 0 0 0 MARK SCHULTZ 1.00 X 0 0 0 ELAINE WEISS 26.00 14.00 X 502896 0 55336 TODD SHAPIRO 23.00 17.00 X 202386 0 31921 MELANIE MINNIX 28.00 12.00 X 138908 0 29017 JENNIFER SCHULTZ 22.00 18.00 X 152742 0 23554 MARTY GREEN 13.00 27.00 X 126461 0 8946 1123393 0 154174 5 0 1 0 APTIFY 1850 K STREET NW SUITE 350 WASHINGTON DC 200061605 COMPUTER SOFTWARE/CONSULTING 156780 1 MEMBERSHIP DUES & ASSE 900099 6212936 6212936 PEER REVIEW 900099 392995 392995 TRADE SHOW 900099 240710 240710 ICPAS INSIGHT MAGAZINE 541800 135011 135011 CHAPTER PROGRAMS 900099 119278 119278 65343 65343 7166273 139427 139427 86581 86581 93917 -93917 -93917 -93917 7298364 6790552 135011 372801 2804968 -244083 629936 286391 33512 47446 290032 359975 21044 478521 61523 423270 197041 42404 PUBLIC SERVICE EXPENSE 365889 FOUNDATION SUPPORT 255786 OTHER MEMBER PROGRAM EX 184773 LEGISLATIVE COUNCIL & R 181861 47653 6467942 1786703 2164222 349305 2659852 91012 77624 187192 130199 3306735 2527068 931980 779667 5806737 3613127 537274 1316267 9690203 10740958 293620 293626 1083998 1140555 2627980 2914448 4005598 4348629 X 5684605 6392329 5684605 6392329 9690203 10740958 X 830422 74857 -197555 X 0 1 X 1 0 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615742 362944510 87815 0 0 1 6212936 310741 51227 361968 310647 51321 1568971 1466446 102525 1681140 1060622 620518 56624 56624 779667 ACCRUED INTEREST 27718 DUE FROM AFFILIATED ORGANIZATIONS 790669 DEFERRED RENTAL ALLOWANCE 497880 1316267 DUE TO AFFILIATED ORGANIZATIONS 315 DEFERRED RENTAL OBLIGATION 940751 DEFERRED PENSION OBLIGATION 1686948 DEFERRED COMPENSATION OBLIGATION 286434 2914448 X 7373221 74857 74857 7298364 0 7298364 6665497 197555 197555 6467942 0 6467942 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE CONSOLIDATED GROUP FOLLOWS GAAPUSA WHICH SETS A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX POSITIONS FOR THE OPEN TAX YEARS AS OF MARCH 31, 2013 WERE REVIEWED, AND IT WAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE CONSOLIDATED GROUP'S INFORMATION INCOME TAX RETURNS FOR YEARS SUBSEQUENT TO FISCAL YEAR 2009 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION 197,555. X X X 0 1 0 ELAINE WEISS 502896 0 0 0 0 0 41607 0 13729 0 558232 0 0 0 TODD SHAPIRO 202386 0 0 0 0 0 28646 0 3275 0 234307 0 0 0 MELANIE MINNIX 138908 0 0 0 0 0 21822 0 7195 0 167925 0 0 0 JENNIFER SCHULTZ 152742 0 0 0 0 0 20753 0 2801 0 176296 0 0 0 PART I, LINE 4B PART I, LINE 4B: ELAINE WEISS BEGINNING OF YEAR VALUE: $ 617,704 CURRENT YEAR CHANGE: $(333,270) END OF YEAR VALUE: $ 284,434 TODD SHAPIRO BEGINNING OF YEAR VALUE: $0 CURRENT YEAR CHANGE: $2,000 END OF YEAR VALUE: $2,000 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 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION -197,555. SECTION 409A DOCUMENT CORRECTION UNDER SECTION VI.B.3 OF NOTICE 2010-6 (1) NAME OF EACH SERVICE PROVIDER AFFECTED BY THE DOCUMENT FAILURE. ELAINE C. WEISS (2) IDENTIFICATION OF THE NONQUALIFIED DEFERRED COMPENSATION PLANS WITH RESPECT TO WHICH THE FAILURE OCCURRED. THE EMPLOYMENT AGREEMENT BETWEEN THE ILLINOIS CPA SOCIETY, THE ILLINOIS CPA FOUNDATION, CPAS FOR THE PUBLIC INTEREST AND AN AFFILIATED ORGANIZATION, THE CPA ENDOWMENT FUND OF ILLINOIS (COLLECTIVELY, THE "ILLINOIS CPA SOCIETY") AND THE ABOVE NAMED SERVICE PROVIDER AS IN EFFECT ON THE DATE OF CORRECTION. (3) STATEMENT OF ELIGIBILITY FOR CORRECTION. PROVISIONS ELIGIBLE FOR CORRECTION PURSUANT TO SECTION VI.B.3 OF NOTICE 2010-6 HAVE BEEN CORRECTED. THE ABOVE-NAMED SERVICE PROVIDER HAD NOT INCURRED A SEPARATION FROM SERVICE AS OF THE DATE OF THE CORRECTION. THE CORRECTION WAS MADE ON DECEMBER 19, 2012. THE ILLINOIS CPA SOCIETY HAS TAKEN ALL ACTIONS REQUIRED AND OTHERWISE MET ALL REQUIREMENTS FOR CORRECTION AS OF DECEMBER 31, 2012. (4) AMOUNT INVOLVED IN THE DOCUMENT FAILURE. THE AMOUNT INVOLVED WITH THE DOCUMENT FAILURE IS UNKNOWN AS OF THE DATE OF THE FILING OF THIS STATEMENT BECAUSE THE EVENT AT WHICH TIME SUCH AMOUNT WOULD BECOME DETERMINABLE HAS NOT OCCURRED. NO INCOME INCLUSION IS REQUIRED AS A RESULT OF THE CORRECTION. ILLINOIS CPA FOUNDATION 550 W JACKSON SUITE 900 CHICAGO IL 606615742 366083944 PROVIDE CPE COURSES AND CONFERENCES TO ICPAS MEMBERS IL 501(C)(3) 509(A)(2) ILLINOIS CPA SOCIETY 1 CPAS FOR THE PUBLIC INTEREST 550 W JACKSON SUITE 900 CHICAGO IL 606615742 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 606615742 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 606615742 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 1 0 0 0 ILLINOIS CPA FOUNDATION N 199098 ILLINOIS CPA FOUNDATION O 582672 ILLINOIS CPA FOUNDATION P 255786 CPAS FOR THE PUBLIC INTEREST O 198014 CPAS FOR THE PUBLIC INTEREST P 216077 CPA ENDOWMENT FUND OF ILLINOIS O 182561 ILLINOIS CPAS FOR POLITICAL ACTION O 180358 CPA ENDOWMENT FUND OF ILLINOIS N 65367