2012-12-03T14:35:35-06:00 2012-03-31 371335003 ECK SCHAFER & PUNKE LLP 600 E ADAMS ST SPRINGFIELD IL 627011624 990 2011-04-01 362171350 ILLINOIS CPA SOCIETY ILLI 3129930407 550 W JACKSON NO 900 CHICAGO IL 606615742 ELAINE WEISS 3129930407 2012-11-20 1 BRENT LEACH P00331592 2175251111 2012-11-20 2011 2016-02-24 21:20:13Z ELAINE WEISS 550 W JACKSON NO 900 CHICAGO IL 606615742 7354728 0 X WWW.ICPAS.ORG X 1903 IL WE SERVE THE CPA PROFESSION BY PROMOTING HIGH STANDARDS OF INTEGRITY AND TECHNICAL COMPETENCE. 18 18 62 300 126062 -87732 0 0 6818960 7066792 142400 53790 107165 106111 7068525 7226693 0 0 0 0 4933654 3806246 0 0 0 1984202 3064157 6917856 6870403 150669 356290 9371374 9690203 4044574 4005598 5326800 5684605 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 62 1 1 1 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X TODD SHAPIRO 3129930407 550 W JACKSON STE 900 CHICAGO IL 606615742 ROBERT CAMERON 1.00 X 0 0 7860 JAMES JONES 1.00 X 0 0 0 DANIEL RAHILL 1.00 X 0 0 0 WILLIAM GRAF 1.00 X 0 0 0 SARA MIKUTA 1.00 X 0 0 0 PAUL INSERRA 1.00 X 0 0 0 KATHLEEN KEDROWSKI 1.00 X 0 0 0 EDWARD HANNON 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 ELIZABETH MURPHY 1.00 X 0 0 0 THOMAS ZELLER 1.00 X 0 0 0 MICHAEL PIERCE 1.00 X 0 0 0 BRADLEY SARGENT 1.00 X 0 0 0 ED STASSEN 1.00 X 0 0 0 REVA STEINBERG 1.00 X 0 0 0 ELAINE WEISS 17.00 X 329191 0 18240 TODD SHAPIRO 21.00 X 194049 0 9027 MELANIE MINNIX 26.00 X 130567 0 12136 JENNIFER SCHULTZ 21.00 X 145882 0 7051 MARTY GREEN 6.00 X 119241 0 7989 MARTIN ROSENBERG 0.00 X 24000 0 0 942930 0 62303 5 1 1 0 APTIFY 1850 K STREET NW SUITE 350 WASHINGTON DC 200061605 COMPUTER SOFTWARE/CONSULTING 312543 1 MEMBERSHIP DUES & ASSE 900099 6117213 6117213 PEER REVIEW 900099 378877 378877 TRADE SHOW 900099 241150 241150 CHAPTER PROGRAMS 900099 131696 131696 ICPAS INSIGHT MAGAZINE 541800 126062 126062 71794 71794 7066792 181825 181825 106111 106111 128035 -128035 -128035 -128035 7226693 6699580 126062 401051 2778733 396520 359265 271728 52349 47315 316857 3500 378237 521662 55548 475563 163689 39938 PUBLIC SERVICE EXPENSE 352129 OTHER MEMBER PROGRAM EX 234881 LEGISLATIVE COUNCIL & R 194732 FOUNDATION SUPPORT 187055 40702 6870403 516159 1786703 339042 349305 30974 91012 192988 187192 3193871 2261891 899432 931980 5745860 5806737 1646919 537274 9371374 9690203 295685 293620 1045422 1083998 2703467 2627980 4044574 4005598 X 5326800 5684605 5326800 5684605 9371374 9690203 X 356290 1515 X 0 1 1 X 0 0 0 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615742 362944510 0 95996 0 0 1 6117213 319090 31880 350970 299743 51227 1567876 1318542 249334 1569371 943349 626022 56624 56624 931980 ACCRUED INTEREST 46796 DUE FROM AFFILIATED ORGANIZATIONS 490478 537274 DUE TO AFFILIATED ORGANIZATIONS 263 DEFERRED RENTAL OBLIGATION 404032 DEFERRED PENSION OBLIGATION 1605981 DEFERRED COMPENSATION OBLIGATION 617704 2627980 7226693 6870403 356290 35661 -34146 1515 357805 7262354 35661 35661 7226693 0 7226693 6904549 34146 34146 6870403 0 6870403 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 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 2008 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION -34,146. PART XIII, LINE 2D - OTHER ADJUSTMENTS: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION 34,146. X X X 0 1 0 ELAINE WEISS 329191 0 0 0 0 0 7561 0 10679 0 347431 0 0 0 TODD SHAPIRO 194049 0 0 0 0 0 6054 0 2973 0 203076 0 0 0 JENNIFER SCHULTZ 145882 0 0 0 0 0 4447 0 2604 0 152933 0 0 0 MARTIN ROSENBERG 24000 0 0 0 0 0 0 0 0 0 24000 0 0 0 PART I, LINE 4B ELAINE WEISS BEGINNING OF YEAR VALUE: $478,995 CURRENT YEAR CHANGE: $138,709 END OF YEAR VALUE: $617,704 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 35,661. CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION -34,146. TOTAL TO FORM 990, PART XI, LINE 5: 1,515. 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 1 1 1 0 0 0 ILLINOIS CPA FOUNDATION M 169117 ILLINOIS CPA FOUNDATION N 619269 ILLINOIS CPA FOUNDATION O 187055 CPAS FOR THE PUBLIC INTEREST N 210611 CPAS FOR THE PUBLIC INTEREST O 238258 CPA ENDOWMENT FUND OF ILLINOIS N 188357 CPA ENDOWMENT FUND OF ILLINOIS M 57147 ILLINOIS CPAS FOR POLTICAL ACTION N 191429