Cpamerica's mission is to develop sharing opportunities between member firms that lead to their mutual growth.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 7 volunteers and 22 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $247K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$871K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $5.3M in investments, Pt X · Ln 11–13
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.3M
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
+15% vs prior year
Spent
$6.4M
Net assets
$6.3M
By yearFY2020–FY2024
Revenue
$6.8M
FY2024▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.3M
FY2021$5.3M
FY2022$5.7M
FY2023$5.9M
FY2024$6.8M
Expenses
$6.4M
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.6M
FY2021$5.3M
FY2022$5.5M
FY2023$6.0M
FY2024$6.4M
Net assets
$6.3M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.5M
FY2021$5.7M
FY2022$5.0M
FY2023$5.5M
FY2024$6.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

14 people listed on the 990; $871K paid to officers and key staff.

Part VII, Section A · reportable compensation
President and Secretary
$352,422Pt VII · Sec A
Director of IT
$158,947Pt VII · Sec A
VP of Finance/Operations
$139,989Pt VII · Sec A
Director of Services
$112,254Pt VII · Sec A
Director of Engagement and Pships
$107,035Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director - Until Feb 2024
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Alan E Deichler——$295,692$506,113$369,611
Grace Horvath$352,422$342,130$217,650$168,982$149,990
Harrison Schofill$158,947$158,411$151,463$146,718$146,202
Lauren Bush$139,989$130,257$127,019$117,072$106,465
Jennifer Walker$112,254$104,191$100,274——
Tarena Stanley$107,035————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects member firms to share opportunities for mutual growth.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Cpamerica hosts conferences and seminars for its members in multiple formats throughout the YEAR.IN addition, cpamerica provides members with access to resources to help expand services and react to economic and regulatory changes as they happen.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Fees for servicesLn 2g$6.5M
Investment incomeLn 3$268K
Other incomeLn 4–11$57K
Money outPt IX
$6.4M
Ln 25
Owns and owesPt X
$6.3M
net assets · Ln 32
Cash and savingsLn 1–2$939K
Total assetsLn 16$7.6M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.5M
Investment incomeLn 3$268K
Other incomeLn 4–11$57K
Gains on assetsLn 7$25K
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
CashLn 1$642K
SavingsLn 2$297K
Cash and savings togetherLn 1–2$939K
InvestmentsLn 11–13$5.3M
Land, buildings, equipmentLn 10c$58K
Other assetsLn 15$27K
Total assetsLn 16$7.6M
LiabilitiesLn 26$1.3M
Net assetsLn 32$6.3M
OperationsPt I, VI
EmployeesI 522
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$685K$939K
InvestmentsLn 11–13$4.6M$5.3M
Land, buildings, equipmentLn 10c$47K$58K
Total assetsLn 16$7.0M$7.6M
LiabilitiesLn 26$1.5M$1.3M
Net assetsLn 32$5.5M$6.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$539K
Other salaries and wagesLn 7$1.5M
Pension plan contributionsLn 8$55K
Other employee benefitsLn 9$119K
Legal feesLn 11b$148K
Accounting feesLn 11c$27K
Investment management feesLn 11f$27K
Other fees for servicesLn 11g$106K
Advertising and promotionLn 12$106K
Office expensesLn 13$209K
Information technologyLn 14$240K
OccupancyLn 16$160K
TravelLn 17$334K
Conferences, conventions and meetingsLn 19$1.8M
InterestLn 20$9K
Depreciation, depletion and amortizationLn 22$101K
InsuranceLn 23$34K
Other expenses (24a–d)Ln 24$769K
All other expensesLn 24e$125K
Total functional expensesLn 25$6.4M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $6.8M$6.4M$415K$6.3M 990 PDF
FY2023 $5.9M$6.0M−$123K$5.5M 990 PDF
FY2022 $5.7M$5.5M$186K$5.0M 990 PDF
FY2021 $5.3M$5.3M$32K$5.7M 990 PDF
FY2020 $4.3M$3.6M$726K$5.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $6,808,202 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $5,816,080$6,483,280
I-10 Investment incomePrior year $19,436$267,554
I-11 Other revenuePrior year $88,426$57,368
I-12 Total revenuePrior year $5,923,942$6,808,202
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,912,862$2,209,354
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,134,451$4,184,222
I-18 Total expensesPrior year $6,047,313$6,393,576
I-19 Revenue less expensesPrior year −$123,371$414,626
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,808,202 across 5 lines filed
Lines not itemized here account for $29,209 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,454,071$6,454,071
VIII-3 Investment incomeExcluded from tax $242,114$242,114
VIII-5 RoyaltiesExcluded from tax $57,368$57,368
VIII-7 Net gain or loss on sales of assetsExcluded from tax $25,440$25,440
VIII-12 Total revenueRelated to mission $6,483,280 · Unrelated business $0 · Excluded from tax $324,922$6,808,202
Part IX · Statement of functional expenses $6,393,576 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$538,512
IX-7 Other salaries and wages$1,496,427
IX-8 Pension plan contributions$55,105
IX-9 Other employee benefits$119,310
IX-11b Legal fees$147,933
IX-11c Accounting fees$27,300
IX-11f Investment management fees$26,526
IX-11g Other fees for services$105,788
IX-12 Advertising and promotion$106,193
IX-13 Office expenses$208,754
IX-14 Information technology$239,574
IX-16 Occupancy$160,083
IX-17 Travel$333,709
IX-19 Conferences, conventions and meetings$1,791,374
IX-20 Interest$8,668
IX-22 Depreciation, depletion and amortization$100,976
IX-23 Insurance$33,631
IX-24 Other expenses (24a–d)$769,011
IX-24e All other expenses$124,702
IX-25 Total functional expenses$6,393,576
Part X · Balance sheet $7,582,515 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $244,533$642,138
X-2 Savings and temporary cash investmentsStart of year $440,404$296,981
X-4 Accounts receivableStart of year $227,942$42,914
X-9 Prepaid expenses and deferred chargesStart of year $520,866$501,169
X-10c Land, buildings and equipment, netStart of year $46,662$58,415
X-12 Other securitiesStart of year $4,624,765$5,341,421
X-14 Intangible assetsStart of year $844,612$672,853
X-15 Other assetsStart of year $26,624$26,624
X-16 Total assetsStart of year $6,976,408$7,582,515
X-17 Accounts payable and accrued expensesStart of year $440,236$463,999
X-19 Deferred revenueStart of year $344,099$261,315
X-25 Other liabilitiesStart of year $674,770$574,716
X-26 Total liabilitiesStart of year $1,471,971$1,304,522
X-27 Net assets without donor restrictionsStart of year $5,504,437$6,277,993
X-32 Total net assets or fund balancesStart of year $5,504,437$6,277,993
X-33 Total liabilities and net assetsStart of year $6,976,408$7,582,515
Part XI · Reconciliation of net assets $6,277,993 net assets at year end
XI-1 Total revenue$6,808,202
XI-2 Total expenses$6,393,576
XI-3 Revenue less expenses$414,626
XI-4 Net assets at start of year$5,504,437
XI-5 Net unrealized gains (losses) on investments$358,930
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,277,993

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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