Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 1,806,631, Grants and allocations 0, Revenue 0 |
| Form 990, Part III, Line 4a through 4d | Assist CPA Firms in Developing Quality Control Systems and Practice Review Programs |
| Form 990, Part VI, Section A, Line 6 | The Organization has Members which are Accounting Firms |
| Form 990, Part VI, Section A, Line Line 7a | The Member Accounting Firms each have a representative on the Board which in turn elects the members of the Executive Committee. |
| Form 990, Part VI, Section B, Line 11 | The draft Form 990 was posted in the Board-only section of the website and an email was sent to all Board Members for them to review the draft Form 990 online and to respond with questions and/or comments. The final Form 990 was then changed accordingly and signed by the Executive Director before filing electronically. |
| Form 990, Part VI, Section B, Line 12c | Persons covered by the Conflict of Interest Policy will annually disclose or update to the Chairman of the Board of Directors on a form provided by the Organization, their interests that could give rise to conflicts of interest such as a list of family members who have substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations or those of family members. The Chairman of the Board will address each interest disclosed and act according to the guidelines of the Conflict of Interest Policy. |
| Form 990, Part VI, Section B, Line 15b | Written and oral evaluation by the Executive Committee each year at the August meeting. The Committee uses data for comparable positions in the metro area and takes into consideration budgetary concerns when setting the salary and benefits for the Executive Director and all other staff members. |
| Software ID: | 14000292 |
| Software Version: | 14.4.1.0 |