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INDIANA CPA SOCIETY INC

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Public IRS 990 nonprofit record

INDIANA CPA SOCIETY INC

EIN 35-0846169 · Education (B)

What they do

OUR MISSION is to ENHANCE THE PROFESSIONAL SUCCESS of OUR MEMBERS WHILE RESPECTING THE PUBLIC INTEREST; to ENCOURAGE and FACILITATE THE ADHERENCE to HIGH ETHICAL and PROFESSIONAL STANDARDS; to FACILITATE RELATIONSHIPS THAT WILL BENEFIT OUR MEMBERS; to PROMOTE A BETTER UNDERSTANDING of SERVICES RENDERED BY CPAS; and to REPRESENT OUR PROFESSION.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

96.13%of revenue went to mission work100.0% of expenses · Program services
$99.33spent for every $100 of revenueRevenue covered expenses this year.
$1.62in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $253,359 for COURTNEY KINCAID (PRESIDENT AN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,242,124
Mission workProgram services$5,039,30596.13% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$202,8193.87% of revenueShown in gray on the chart
Total expenses$5,039,30596.13% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2018CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 96.13% of revenue
2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 100.67% of revenue

Money in and money out

Revenue$3,764,178
Expenses$3,739,114
Annual surplus $25,064 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,039,305 · 134.8% of expenses
This source amount exceeds total expenses; compare the filing details carefully.
See all reported dollar amounts
Revenue$3,764,178
Expenses$3,739,114
Assets$6,075,456
Income$4,622,710
Mission work (program services)$5,039,305
Stocks and bonds$3,060,607
Accounting fees$30,350
Investing fees$26,197
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
COURTNEY KINCAIDPRESIDENT AN · 40 hrs/week $253,359Base $204,806 · Other $48,553
JENNIFER NORRISCFO · 40 hrs/week $159,912Base $131,767 · Other $28,145
SHERRILL RUDEVP OF ADVOCA · 40 hrs/week $147,536Base $126,232 · Other $21,304
STACEY WILSONCOO · 40 hrs/week $146,173Base $125,160 · Other $21,013
ALLISON TONINIVP OF PIPELI · 40 hrs/week $123,492Base $104,306 · Other $19,186
NICHOLE FAVORSVP OF MEMBER · 40 hrs/week $107,612Base $100,070 · Other $7,542

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

COURTNEY KINCAIDPRESIDENT AN

JENNIFER NORRISCFO

SHERRILL RUDEVP OF ADVOCA

STACEY WILSONCOO

ALLISON TONINIVP OF PIPELI

NICHOLE FAVORSVP OF MEMBER

JOANNA SIMEK CPADIRECTOR

ROGER STICHTER CPA CGMA DBA MBADIRECTOR

MICHAEL L STILLDIRECTOR

MARY KAY PRASCO CPA CFPDIRECTOR

LISA D TRESSLER CPACHAIR ELECT

KYLE A SIMMERMAN CPACHAIR

KIMBERLY L DOLLIN CPA CGMA MBADIRECTOR

JOSEPH H SCHROEDER CPAPHDDIRECTOR

JENNY M QUINNETTE CPA MPADIRECTOR

JENNIFER A NEAL CPA CGMADIRECTOR

JACOB T BUEHLER CPAVICE CHAIR

E ZENAI BROOKS CPAVICE CHAIR

CORBIN L MILLER CPA CGMAVICE CHAIR

COLBY J CHAMBERLIN CPADIRECTOR

CHRIS BELLEVILLE CPADIRECTOR

About this charity

Recognized since
January 1945
Location
900 E 96TH ST, INDIANAPOLIS, IN 46240-3876
County
Marion
In care of
COURTNEY KINCAID
Primary officer
COURTNEY KINCAID, PRESIDENT AND CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
BADEN GAGE & SCHROEDER LLC
NTEE classification
Education (B)
IRS tax category
Education

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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