2011-11-14T14:55:31-06:00 2011-03-31 ECK SCHAFER & PUNKE LLP 600 E ADAMS ST SPRINGFIELD IL 627011624 990 2010-04-01 362171350 ILLINOIS CPA SOCIETY ILLI 3129930407 550 W JACKSON NO 900 CHICAGO IL 606615742 ELAINE WEISS 3129930407 2011-11-14 1 BRENT LEACH 2175251111 2011-11-14 2010 2016-03-07 17:11:31Z ELAINE WEISS 550 W JACKSON NO 900 CHICAGO IL 606615742 9389074 0 X WWW.ICPAS.ORG X 1903 IL WE SERVE THE CPA PROFESSION BY PROMOTING HIGH STANDARDS OF INTEGRITY AND TECHNICAL COMPETENCE. 18 17 60 300 115524 -100155 0 0 5758959 6818960 148716 142400 0 107165 5907675 7068525 0 0 0 0 3900033 4933654 0 0 0 1664480 1984202 5564513 6917856 343162 150669 9170386 9371374 3708089 4044574 5462297 5326800 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 1 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 27 0 1 60 1 1 1 0 0 0 0 0 X 18 17 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 SARA MIKUTA 1.00 X 0 0 0 ROBERT CAMERON 1.00 X 0 0 10875 JAMES JONES 1.00 X 0 0 0 DANIEL RAHILL 1.00 X 0 0 0 LEE GOULD 1.00 X 0 0 0 BRENT BACCUS 1.00 X 0 0 0 WILLIAM GRAF 1.00 X 0 0 0 EDWARD HANNON 1.00 X 0 0 0 JOHN HEPP 1.00 X 0 0 0 CARA HOFFMAN 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 ANNETTE O'CONNOR 1.00 X 0 0 0 MICHAEL PIERCE 1.00 X 0 0 0 BRADLEY SARGENT 1.00 X 0 0 200 ED STASSEN 1.00 X 0 0 0 REVA STEINBERG 1.00 X 0 0 0 ELAINE WEISS 18.00 X 336142 0 16537 TODD SHAPIRO 22.00 X 195971 0 8026 MELANIE MINNIX 26.00 X 135077 0 10582 JENNIFER SCHULTZ 20.00 X 145144 0 5976 MARTY GREEN 11.00 X 124097 0 12885 MARTIN ROSENBERG X 24000 0 0 960431 0 65081 5 1 1 0 APTIFY 1850 K STREET NW SUITE 350 WASHINGTON DC 200061605 COMPUTER SOFTWARE/CONSULTING 323258 SOLUTION 3 GRAPHICS 10547 S WESTERN AVE CHICAGO IL 606432527 PRINTING SERVICES 107288 PERFORMANCE MAILERS 42 CONGRESS CIR W ROSELLE IL 601723911 MAILING SOLUTIONS 105365 3 MEMBERSHIP DUES & ASSE 900099 5908912 5908912 PEER REVIEW 900099 357362 357362 TRADE SHOW 900099 249022 249022 ICPAS INSIGHT MAGAZINE 541800 115524 115524 OTHER PROGRAM FEES 900099 100336 100336 87804 87804 6818960 205021 205021 107165 107165 2257928 2320549 -62621 -62621 -62621 7068525 6454414 115524 498587 628504 3149004 483418 398056 274672 56699 69590 30680 3500 447902 782270 39439 370978 202710 63262 FOUNDATION SUPPORT 301724 PUBLIC SERVICE EXPENSE 264209 LEGISLATIVE COUNCIL & R 191146 OTHER MEMBER PROGRAM EX 144532 CHARGE CARD DISCOUNT 81640 -1066079 6917856 200198 516159 395225 339042 43763 30974 180469 192988 2934925 2035493 732683 899432 7399442 5745860 218606 1646919 9170386 9371374 378255 295685 1044255 1045422 2285579 2703467 3708089 4044574 X 5462297 5326800 5462297 5326800 9170386 9371374 X 150669 -286166 X 0 1 1 X 0 0 0 ILLINOIS CPAS FOR POLITICAL ACTION 550 W JACKSON SUITE 900 CHICAGO IL 606615742 362944510 0 95800 0 0 1 5908912 321417 321417 289537 31880 3222185 165524 201211 93351 3495569 2540846 252563 568744 139968 3222185 2753440 72228 -284822 2540846 0.77000 0.23000 0 0 1567876 1171042 396834 1310425 864451 445974 56624 56624 899432 ACCRUED INTEREST 50922 DUE FROM AFFILIATED ORGANIZATIONS 1595997 1646919 DUE TO AFFILIATED ORGANIZATIONS 95 DEFERRED RENTAL OBLIGATION 589828 DEFERRED PENSION OBLIGATION 1611703 DEFERRED COMPENSATION OBLIGATION 501841 2703467 7068525 6917856 150669 25706 -311872 -286166 -135497 7094231 25706 25706 7068525 0 7068525 7229728 311872 311872 6917856 0 6917856 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION PART XIII, LINE 2D - OTHER ADJUSTMENTS: CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION 311,872. PART X, LINE 2: TAX POSITIONS FOR THE OPEN TAX PERIODS AS OF MARCH 31, 2011 WERE REVIEWED, AND IT WAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED. X X X 0 1 0 ELAINE WEISS 336142 0 0 0 0 0 7350 0 9187 0 352679 0 0 0 TODD SHAPIRO 195971 0 0 0 0 0 4557 0 3469 0 203997 0 0 0 JENNIFER SCHULTZ 145144 0 0 0 0 0 3318 0 2658 0 151120 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: $380,091 CURRENT YEAR CHANGE: $ 98,904 END OF YEAR VALUE: $478,995 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 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON OUR WEBSITE AND AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE TO OUR MEMBERS ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 25,706. CHARGE FOR UNDERFUNDING OF PENSION OBLIGATION -311,872. TOTAL TO FORM 990, PART XI, LINE 5: -286,166. 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 172034 ILLINOIS CPA FOUNDATION N 753037 ILLINOIS CPA FOUNDATION O 301724 CPAS FOR THE PUBLIC INTEREST N 187846 CPAS FOR THE PUBLIC INTEREST O 206010 CPA ENDOWMENT FUND OF ILLINOIS N 216892 ILLINOIS CPAS FOR POLTICAL ACTION N 242512