Nonprofit · EIN 35-6050182
INDIANA CPA EDUCATIONAL FOUNDATION INC
Tax-exempt · INDIANAPOLIS, IN 46240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $208,666 | $268,525 | -$59,859 | $452,430 | $156,153 | $296,277 |
| June 30, 2024 | 990 | $158,407 | $194,937 | -$36,530 | $511,758 | $176,858 | $334,900 |
| June 30, 2023 | 990 | $84,435 | $119,677 | -$35,242 | $426,612 | $89,231 | $337,381 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $190,260
- Program service revenue
- $0
- Investment income
- $18,406
- Net gain from sales of assets
- $6,765
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,550
- Other salaries and wages
- $109,733
- Salaries, compensation and benefits (total)
- $109,733
- Professional fundraising fees
- $0
- Accounting fees
- $8,900
- Travel
- $546
- Program services (functional)
- $150,148
- Management and general (functional)
- $118,377
Balance sheet and other
- Total assets, start of year
- $511,758
- Total assets, end of year
- $452,430
- Total liabilities, end of year
- $156,153
- Net assets, end of year
- $296,277
- Publicly traded securities
- $390,068
- Net assets without donor restrictions
- $296,277
- Gross receipts
- $251,681
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1963
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| COURTNEY KINCAID | PRESIDENT & Officer | 1 | $0 | $204,806 | $48,553 |
| JENNIFER NORRIS | CFO Officer | 1 | $0 | $131,767 | $28,145 |
| KEITH M KIZER CPA | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENISE J GATES CPA | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS E BAYER CPA CEXP | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENNIS J HICKLE CPA CGMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TAISHA DESOUZA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW MANSARAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER A NEAL CPA CGMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERLAND C PORTER CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| COURTNEY KINCAID | CEO & PRESID Officer | 1 | $0 | $195,770 | $46,719 |
| JENNIFER NORRIS | CFO Officer | 1 | $0 | $129,886 | $28,466 |
| KEITH M KIZER CPA | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENISE J GATES CPA | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENNIS J HICKLE CPA CGMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK J MAYNOR CPA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| APRIL M HUEY CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS E BAYER CPA CEXP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER A NEAL CPA CGMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERLAND C PORTER CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER NORRIS | CFO Officer | 1 | $0 | $130,640 | $26,333 |
| DENNIS J HICKLE CPA CGMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| APRIL M HUEY CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENISE J GATES CPA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| E ZENAI BROOKS CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEITH M KIZER CPA | PRESIDENT EL Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK J MAYNOR CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WEIZHEN LI CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAKE D DUNTON CPA-RETIRED | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 900 E 96TH ST STE 250, INDIANAPOLIS, IN 46240-3883
- Principal officer (990 for 2024)
- DENISE J GATES CPA, 900 E 96TH ST 250, INDIANAPOLIS, IN 46240
- Signed the 990
- JENNIFER NORRIS, CFO
- Phone
- (317) 726-5000
- Website
- WWW.INCPAS.ORG
- Return prepared by
- BADEN GAGE & SCHROEDER LLC
Mission
TO RAISE FUNDS AND PROVIDE FINANCIAL ASSISTANCE FOR PROGRAMS DESIGNED TO ENCOURAGE ACCOUNTING CAREERS AND TO PROMOTE EDUCATION-RELATED ACTIVITIES FOR THE BENEFIT OF INDIANA CPA SOCIETY MEMBERS.
Program accomplishments
- SUPPORTING THE ACCOUNTING PROGRAMS AT THE UNIVERSITIES IN INDIANA AND PROVIDING SCHOLARSHIPS TO STUDENTS.Expenses $24,505 · grants $22,050
- SUPPORTING HIGH SCHOOL STUDENTS WITH AN INTEREST IN ACCOUNTING/BUSINESS BY OFFERING A YEAR-LONG MENTORSHIP AND CAREER AWARENESS PROGRAM.Expenses $125,643 · grants $9,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6050182
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $452,430
- Income (IRS master file)
- $251,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $208,666 | $268,525 | $452,430 | XML |
| 990 | June 2024 | $158,407 | $194,937 | $511,758 | XML |
| 990 | June 2023 | $84,435 | $119,677 | $426,612 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6050182).
Questions about INDIANA CPA EDUCATIONAL FOUNDATION INC
- What is the EIN of INDIANA CPA EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of INDIANA CPA EDUCATIONAL FOUNDATION INC is 35-6050182.
- Is INDIANA CPA EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to INDIANA CPA EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA CPA EDUCATIONAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANA CPA EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA CPA EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDIANA CPA EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DENISE J GATES CPA.
- Who are the officers and directors of INDIANA CPA EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does INDIANA CPA EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $208,666, expenses of $268,525 and total assets of $452,430 at year end.
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