STRATEGY STUDIO / PUBLIC DATA EXPLORER

INSTITUTE OF INTERNAL AUDITORS: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNAL AUDITORS (EIN 23-7405604)
Tax period
2020-06-01 to 2021-05-31
Filed
2021-08-24
IRS object ID
202112369349200716
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-08-24T10:51:51-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043106302PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOWNEY & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 FORBES ROADAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237405604EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE INSTITUTE OF INTERNAL AUDITORS INCBusinessNameLine1Txt
Business Name Line2GREATER BOSTON CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone7818912519PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN MCCARTHYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7818912519PhoneNum
Signature2021-08-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTENPersonFirstNm
Person LastMCCARTHYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M DOWNEYPreparerPersonNm
PTINP01208262PTIN
Phone7818493100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressHTTPS://CHAPTERS.THEIIA.ORG/GREATER%20BOSTON/PAGEWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$72,634GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$17,799ProgramServiceRevenueAmt
Other Revenue Total$54,835OtherRevenueTotalAmt
Total Revenue$72,634TotalRevenueAmt
Other Expenses Total$68,785OtherExpensesTotalAmt
Total Expenses$68,785TotalExpensesAmt
Excess Or Deficit For Year$3,849ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$187,174NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$191,023NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$187,174BOYAmt
EOY$191,023EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$187,174BOYAmt
EOY$191,023EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$187,174BOYAmt
EOY$191,023EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePROVIDE INTERNAL AUDIT PROFESSIONALS IN BOSTON EDUCATION SEMINARS TO PROMOTE BEST PRACTICES IN THE INTERNAL AUDIT PROFESSION AND PROVIDE NETWORKING OPPORTUNITIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc Accom14 EDUCATION SEMINARS AND MEMBERSHIP NETWORKING EVENTSDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEX YERXA
PRESIDENT4.00$0$0$0
KRISTEN MCCARTHY
TREASURER2.00$0$0$0
HEATHER WOODROFFE
VICE PRESIDENT2.00$0$0$0
MEGHAN KEARNEY
SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMEGHAN KEARNEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 CLARENDON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Phone6174373757PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST INCOME. AMOUNT: 12. DESCRIPTION: OTHER. AMOUNT: 54,823. TOTAL TO FORM 990-EZ, LINE 8: 54,835.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: TREASURY. AMOUNT: 2,440. DESCRIPTION: EDUCATION EVENTS, VENUES AND CATERING. AMOUNT: 63,217. DESCRIPTION: ADMINISTRATION / BOARD / COMMITTEE. AMOUNT: 628. DESCRIPTION: DONATIONS. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 68,785.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc