Nonprofit · EIN 42-0797094
IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · WDM, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $2,212,827 | $2,124,643 | $88,184 | $2,953,807 | $349,843 | $2,603,964 |
| April 30, 2024 | 990 | $2,019,463 | $1,844,484 | $174,979 | $2,810,356 | $425,551 | $2,384,805 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,088,155
- Investment income
- $71,409
- Net gain from sales of assets
- -$9,281
- Other revenue
- $53,263
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $272,954
- Other salaries and wages
- $504,319
- Salaries, compensation and benefits (total)
- $971,021
- Professional fundraising fees
- $0
- Legal fees
- $3,356
- Accounting fees
- $12,467
- Occupancy
- $102,356
- Travel
- $52,754
- Depreciation
- $28,157
Balance sheet and other
- Total assets, start of year
- $2,810,356
- Total assets, end of year
- $2,953,807
- Total liabilities, end of year
- $349,843
- Net assets, end of year
- $2,603,964
- Land, buildings and equipment
- $14,950
- Publicly traded securities
- $2,436,816
- Net assets without donor restrictions
- $2,603,964
- Gross unrelated business income
- $47,307
- Gross receipts
- $3,127,915
- Employees
- 10
- Volunteers
- 257
- Year formed
- 1915
- State of legal domicile
- IA
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAWN LATHAM | CEO - END NOVEMBER 2024 Officer | 40 | $177,702 | $15,292 |
| ARDIS KELLEY | INTERIM CEO - END MAY 2025 Officer | 40 | $21,292 | $0 |
| ERIK K BONSTROM | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISON A VANOTTERLOO | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD J TIWALD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURA MEIER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JACLYN J DAMMEIER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| COURTNEY L DE RONDE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JENNIFER MCGARRY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HANK NOREM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SANDRA SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TIM STILES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TODD E THORSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW D KELDERMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TWYLA R ROSENBAUM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATE BECK | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended April 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAWN LATHAM | CEO - END NOVEMBER 2024 Officer | 40 | $162,402 | $13,713 |
| KEVIN J DEN ADEL | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISON A VANOTTERLOO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIK K BONSTROM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD J TIWALD | VICE CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| BENJAMIN D HANSEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JACLYN J DAMMEIER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| COURTNEY L DE RONDE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| LAURA MEIER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOHN H NOREM | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ANGELA K REED | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ANGELA R SANDERS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TODD E THORSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| MATTHEW D KELDERMAN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| TWYLA R ROSENBAUM | DIRECTOR Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1415 28TH ST STE 450, WDM, IA 50266-1419
- Principal officer (990 for 2024)
- CARRIE STEFFEN, 1415 28TH STREET 450, WEST DES MOINES, IA 502661419
- Signed the 990
- MATTHEW KELDERMAN, TREASURER
- Phone
- (515) 223-8161
- Website
- WWW.IACPA.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
TO BE IOWA'S PREMIER ORGANIZATION FOR THE ACCOUNTING PROFESSION BY HARNESSING THE COLLECTIVE POWER OF THE MEMBERS TO PROMOTE, PROTECT, GROW AND ENHANCE THE INDUSTRY THROUGH ADVOCACY AND SERVICE.
Program accomplishments
- CONTINUING PROFESSIONAL EDUCATION - PROVIDE LEARNING OPPORTUNITIES FOR MEMBERS TO IMPROVE PROFESSIONAL PROFICIENCY AND INCREASE THE QUALITY OF THEIR SERVICES. OFFER SEMINARS, CONFERENCES, WEBINARS, ON-DEMAND, AND IN-FIRM COURSES ANNUALLY ON VARIOUS TECHNICAL AND PROFESSIONAL TOPICS. CPE ATTENDANCE FOR THE ISCPA-SPONSORED WEBINAR EDUCATION FOR THE FISCAL YEAR ENDING APRIL 30, 2025 WAS 3,548 INDIVIDUALS.
- MEMBER SERVICES - PROMOTE MEMBERS WITH AN ANNUAL MEETING AND LEADERSHIP CONFERENCE, NETWORKING EVENTS, A MONTH OF SERVICE TO PROMOTE THE COMMUNITY INVOLVEMENT OF CPAS TO THE GENERAL PUBLIC, AND COMMITTEE OPPORTUNITIES AND OTHER ACTIVITIES FOR THE BETTERMENT OF CPAS.
- LEGISLATIVE ACTION REGARDING CPAS: EDUCATE THE KEY GENERAL MEMBERSHIP INCLUDING LEGISLATIVE LEADERS, BOARD OF DIRECTORS AND COMMITTEES, AS WELL AS THE LEGISLATORS ON ADVOCACY ISSUES RELATING TO THE CPA PROFESSION WITHIN THE STATE OF IOWA. THIS MAY INCLUDE PROFESSIONAL LICENSING ISSUES, TAX ADMINISTRATIVE ISSUES AND ANY OTHER LEGISLATIVE ISSUES THAT MAY AFFECT THE CPA PROFESSION IN THE STATE OF IOWA.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 42-0797094
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1939
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,953,807
- Income (IRS master file)
- $3,127,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $2,212,827 | $2,124,643 | $2,953,807 | XML |
| 990 | April 2024 | $2,019,463 | $1,844,484 | $2,810,356 | XML |
| 990 | April 2023 | $1,911,653 | $1,959,435 | $2,638,704 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 42-0797094).
Questions about IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 42-0797094.
- Is IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1939.
- Are donations to IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 names CARRIE STEFFEN.
- Who are the officers and directors of IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 lists 16 people; 2 received compensation from the organization, the highest $177,702 (DAWN LATHAM, CEO - END NOVEMBER 2024).
- How much revenue does IOWA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $2,212,827, expenses of $2,124,643 and total assets of $2,953,807 at year end.
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