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MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 41-0783480)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-07-25
IRS object ID
201822069349301167
Schema version
2017v2.3
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)
Return2018-07-25T15:53:09-05:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411431613PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGANKDV LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13800 AMERICAN BLVD W STE 1000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55431ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN410783480EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA SOCIETY OF CERTIFIEDBusinessNameLine1Txt
Business Name Line2PUBLIC ACCOUNTANTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone9528312707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 WEST 82ND STREET NO 600AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55431ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA WEDULPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9528312707PhoneNum
Signature2018-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE SCHMITZ CPAPreparerPersonNm
PTINP01272184PTIN
Phone9525636800PhoneNum
Preparation2018-07-20PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLINDA WEDULPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 WEST 82ND STREET NO 600AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55431ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,107,475GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MNCPA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee31TotalEmployeeCnt
Total Volunteers861TotalVolunteersCnt
Total Gross UBI$180,236TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$15,549NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,481,352PYProgramServiceRevenueAmt
CY Program Service Revenue$6,784,574CYProgramServiceRevenueAmt
PY Investment Income$83,037PYInvestmentIncomeAmt
CY Investment Income$139,927CYInvestmentIncomeAmt
PY Other Revenue$185,431PYOtherRevenueAmt
CY Other Revenue$182,974CYOtherRevenueAmt
PY Total Revenue$6,749,820PYTotalRevenueAmt
CY Total Revenue$7,107,475CYTotalRevenueAmt
PY Grants And Similar Paid$35,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$25,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,608,672PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,659,426CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,131,870PYOtherExpensesAmt
CY Other Expenses$4,087,818CYOtherExpensesAmt
PY Total Expenses$6,775,542PYTotalExpensesAmt
CY Total Expenses$6,772,244CYTotalExpensesAmt
PY Revenues Less Expenses-$25,722PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$335,231CYRevenuesLessExpensesAmt
Total Assets BOY$7,194,759TotalAssetsBOYAmt
Total Assets EOY$7,604,931TotalAssetsEOYAmt
Total Liabilities BOY$2,752,077TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,804,850TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,442,682NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,800,081NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE MINNESOTA SOCIETY OF CPAS (MNCPA) IS TO HELP MEMBERS SUCCEED PROFESSIONALLY WHILE BEING MINDFUL OF SERVING THE PUBLIC INTEREST. MNCPA HELPS ITS MEMBERS BY PROVIDING EDUCATION, RESOURCES, NETWORKING OPPORTUNITIES AND ADVOCACY, WHILE ALSO ADMINISTERING QUALITY IMPROVEMENT ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEDUCATIONAL ACTIVITIES ENABLED MEMBERS AND NONMEMBERS TO MEET REGULATORY REQUIREMENTS, ENHANCE PERSONAL DEVELOPMENT, AND INCREASED KNOWLEDGE TO MEET THE NEEDS OF THE FINANCIAL AND BUSINESS COMMUNITY. ACTIVITIES INCLUDED LIVE SEMINARS, CONFERENCES, WEBINARS, AND ONSITE EDUCATION, AND SELF-STUDY PRODUCTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP ACTIVITIES PROVIDED APPROXIMATELY 9,000 MEMBERS WITH OPPORTUNITIES FOR EDUCATION, PROFESSIONAL NETWORKING, CAREER ADVANCEMENT, AND PROMOTION OF THE CPA PROFESSION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCOMMUNICATIONS ACTIVITIES INCLUDED PUBLICATION OF NINE ISSUES OF THE FOOTNOTE, THE MNCPA'S MAGAZINE FOR MEMBERS, PUBLICATION OF ELECTRONIC NEWSLETTERS, DEVELOPMENT AND MAINTENANCE OF THE MNCPA'S WEBSITE, WHICH DELIVERS INFORMATION TO THE GENERAL PUBLIC AS WELL AS ADDITIONAL CONTENT AND RESOURCES FOR MEMBERS, TRAINING FOR MEMBERS SPEAKING ON BEHALF OF THE CPA PROFESSION, AND THE DISTRIBUTION OF PROFESSION-RELATED PRESS RELEASES TO VARIOUS MEDIA OUTLETS. GOVERNMENT RELATIONS ACTIVITIES PROMOTED CPA INVOLVEMENT IN AND INFLUENCE ON THE POLITICAL PROCESS IN THE STATE OF MINNESOTA AND WITH MINNESOTA'S CONGRESSIONAL DELEGATION IN WASHINGTON. PROFESSIONAL STANDARDS ACTIVITIES INCLUDED ADMINISTRATION OF A PEER REVIEW PROGRAM, COORDINATION OF AN ETHICS PROGRAM TO ADDRESS COMPLAINTS AGAINST MEMBERS, AND VOLUNTARY REVIEW TASK FORCES THAT PROMOTED QUALITY FINANCIAL REPORTING BY MINNESOTA CPAS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document58IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee31EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAYE HAYHURSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9528312707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 WEST 82ND STREET NO 600AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55431ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFFREY WHITE
CHAIR5.00Yes (X)Yes (X)$0$0$0
CAROLEE LINDSEY
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
RACHEL POLSON
TREASURER2.00Yes (X)Yes (X)$0$0$0
JOEL WILSON
SECRETARY2.00Yes (X)Yes (X)$0$0$0
REBECCA KERAN
CHAIR ELECT2.00Yes (X)Yes (X)$0$0$0
CHRISTINE PICHE
PAST CHAIR2.00Yes (X)$0$0$0
MICHAEL BROMELKAMP
BOARD MEMBER2.00Yes (X)$0$0$0
THEODORE DALEY
BOARD MEMBER2.00Yes (X)$0$0$0
AMANDA DICK
BOARD MEMBER2.00Yes (X)$0$0$0
CAMERON EDGAR
BOARD MEMBER2.00Yes (X)$0$0$0
BENJAMIN ELLINGSON
BOARD MEMBER2.00Yes (X)$0$0$0
CHARLES ESLER
BOARD MEMBER2.00Yes (X)$0$0$0
KATHERINE GABRIEL
BOARD MEMBER2.00Yes (X)$0$0$0
JENNIFER MILLER
BOARD MEMBER2.00Yes (X)$0$0$0
CLARK OLSEN
BOARD MEMBER2.00Yes (X)$0$0$0
DAVID WELLIVER
BOARD MEMBER2.00Yes (X)$0$0$0
NATHANIEL ALBRECHT
BOARD MEMBER (PARTIAL YEAR)2.00Yes (X)$0$0$0
BRETT AAMOT
BOARD MEMBER (PARTIAL YEAR)2.00Yes (X)$0$0$0
KATHERINE IMHOLTE
BOARD MEMBER (PARTIAL YEAR)2.00Yes (X)$0$0$0
BRENDEN SCHAAF
BOARD MEMBER (PARTIAL YEAR)2.00Yes (X)$0$0$0
LINDA WEDUL
PRESIDENT40.00Yes (X)$204,431$0$44,650
FAYE HAYHURST
DIRECTOR OF FINANCE40.00Yes (X)$118,037$0$28,944
GENO FRAGNITO
DIRECTOR OF GOVERNMENT RELATIONS40.00$101,534$0$29,691Yes (X)
LYNN KLETSCHER
DIRECTOR OF EDUCATION40.00$112,537$0$12,330Yes (X)
STEPHANIE SCHMIDT
DIRECTOR OF MEMBERSHIP AND MARKETING40.00$101,644$0$15,991Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$638,183TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$131,606TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SURGENT MCCOY CPE LLC
237 LANCASTER AVEDEVONPA19333EDUCATION PROGRAMS$280,908
VISIONS
PO BOX 9438MINNEAPOLISMN55440PRINTING SERVICES$219,527
CLIFTONLARSONALLEN LLP
220 S 6TH ST STE 300MINNEAPOLISMN55402EDUCATION PROGRAMS$134,942
BUSINESS PROFESSIONALS NETWORK
2936 SAN SIMEON WAYPLANOTX75023EDUCATION PROGRAMS$100,621
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION PROGRAMS611600$4,137,349$4,137,349
MEMBERSHIP DUES541900$2,318,676$2,318,676
PROFESSIONAL STANDARDS541900$183,795$183,795
MEMBERSHIP PROGRAMS611600$113,170$113,170
OTHER900099$31,584$31,584
FieldValueIRS element (for citing)
Total Program Service Revenue$6,784,574TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,783TotalRevenueColumnAmt
Exclusion$136,783ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$54,994RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$54,994RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,994TotalRevenueColumnAmt
Unrelated Business Revenue$54,994UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$3,144OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$3,144OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,144TotalRevenueColumnAmt
Exclusion$3,144ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFOOTNOTE ADVERTISINGDesc
Business511190BusinessCd
Total Revenue Column$127,980TotalRevenueColumnAmt
Related Or Exempt Func Income$2,738RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$125,242UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$127,980OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,107,475TotalRevenueColumnAmt
Related Or Exempt Func Income$6,787,312RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$180,236UnrelatedBusinessRevenueAmt
Exclusion$139,927ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$401,675TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,776,031TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$156,888TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$174,507TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$150,325TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$765TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,300TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$35,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,505TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,384TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$217,185TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$161,052TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$354,791TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,930TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$75,820TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,170TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EDUCATION PROGRAMS$2,395,524
OTHER PROGRAM EXPENSES$505,635
FOOTNOTE PUBLICATION$92,537
TAXES PAID$3,845

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$147,338TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,772,244TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$386,400BOYAmt
EOY$407,163EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,102,766BOYAmt
EOY$4,326,043EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,012BOYAmt
EOY$42,169EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$266,878BOYAmt
EOY$246,039EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,287,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$961,932LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$261,538BOYAmt
EOY$325,300EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,142,165BOYAmt
EOY$2,258,217EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,194,759BOYAmt
EOY$7,604,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$606,463BOYAmt
EOY$669,068EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,145,614BOYAmt
EOY$2,135,782EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,752,077BOYAmt
EOY$2,804,850EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,442,682BOYAmt
EOY$4,800,081EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,442,682BOYAmt
EOY$4,800,081EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,194,759BOYAmt
EOY$7,604,931EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$335,231ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,168NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,318,676DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$100,712NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$16,541NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$117,253NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$231,868AggregateReportedDuesNtcAmt
Taxable-$114,615TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,642OtherCostOrOtherBasisAmt
Depreciation$342,152DepreciationAmt
Book Value$54,490BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$475,801OtherCostOrOtherBasisAmt
Depreciation$245,915DepreciationAmt
Book Value$229,886BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$414,789OtherCostOrOtherBasisAmt
Depreciation$373,865DepreciationAmt
Book Value$40,924BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$325,300TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,129,643TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,168NetUnrealizedGainsInvstAmt
Revenue Not Reported$22,168RevenueNotReportedAmt
Revenue Subtotal$7,107,475RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,107,475TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,772,244TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,772,244ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,772,244TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SOCIETY REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE SOCIETY RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. THE SOCIETY HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PREPARE AND PROSPERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 UNIVERSITY AVE W STE 450AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55114ZIPCd
FieldValueIRS element (for citing)
Recipient EIN237131829RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$25,000CashGrantAmt
Purpose Of GrantGENERAL SUPPORT.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMNCPA RECEIVES ANNUAL REPORTS FROM GRANTEE ORGANIZATIONS REGARDING THEIR ACTIVITIES AND USE OF FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLINDA WEDULPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$204,431BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$19,502DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$25,148NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$249,081TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS TWO MEMBERSHIP CATEGORIES, CPA MEMBERS AND ASSOCIATE (NON-CPA) MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ACPA MEMBERS HAVE THE RIGHT TO VOTE AT THE ORGANIZATION'S MEETINGS, TO VOTE FOR THE ORGANIZATION'S GOVERNING BOARD, AND TO VOTE ON AMENDMENTS TO THE ORGANIZATION'S BY-LAWS THAT AFFECT A) MEMBER VOTING RIGHTS, OBLIGATIONS OR PRIVILEGES, B) PROCEDURES RELATED TO A COMPLAINT AGAINST A MEMBER, AND C) FORMATION OR TERMINATION OF A CHAPTER.
FORM 990, PART VI, SECTION A, LINE 7BAMENDMENTS TO THE ORGANIZATION'S BY-LAWS OTHER THAN THOSE DESCRIBED ABOVE MAY BE MADE BY THE BOARD OF DIRECTORS, HOWEVER, THE MEMBERS MAY VOTE TO REPEAL OR REVOKE SUCH AN AMENDMENT. THE MEMBERS MAY ALSO VOTE TO REMOVE AN OFFICER OR DIRECTOR OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY THE ORGANIZATION'S AUDIT FIRM. THE RETURN IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE. A DRAFT OF THE RETURN IS DISTRIBUTED TO BOARD MEMBERS, AND IS APPROVED BY THE BOARD PRIOR TO THE RETURN BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST TO THE BOARD PRIOR TO THE TRANSACTION OR DECISION AFFECTED BY THE CONFLICT. AFTER DISCLOSURE, THE BOARD MEMBER IS ASKED TO LEAVE THE ROOM FOR THE DURATION OF THE DISCUSSION AND VOTE. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE ANY CONCERNS ABOUT THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD ANNUALLY REQUIRES EACH BOARD MEMBER TO SIGN A CONFLICT OF INTEREST STATEMENT. THE SIGNED STATEMENTS REMAIN ON FILE WITH THE ORGANIZATION'S PRESIDENT FOR THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 15A SUB-COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE PRESIDENT AND DETERMINES COMPENSATION FOR THE FOLLOWING YEAR. THE PRESIDENT PERFORMS AN ANNUAL REVIEW OF THE DIRECTOR OF FINANCE (THE TOP FINANCIAL OFFICIAL) AND OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES; COMPENSATION IS DETERMINED BY THE PRESIDENT BASED ON PERIODIC COMPENSATION STUDIES AS WELL AS CURRENT ECONOMIC DATA SUCH AS THE CONSUMER PRICE INDEX.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MNCPA FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 WEST 82ND STREETAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55431ZIPCd
FieldValueIRS element (for citing)
EIN825465293EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501CExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd