American Association of Attorney-Certified Public Accountants


American Association of Attorney-Certified Public Accountants

The AAA-CPA is an organization comprised of individuals who have dually-qualified as attorneys and certified public accountants. Its mission is to provide its members with quality education, opportunities to connect and the professional resources to support and develop their practices. Membership: $130-$270 (Regular/International); $50 (Associate); $95 (Educator/Government); $135 (Retired); $2,750 (Life-Age 65 and older); $4,750 (Life-Under age 65).

Organization Type:
National Trade or Professional Association
Acronym:
AAA-CPA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Education, Law/Law Firms, Accounting
Year Founded:
1964
Address:
P. O. Box 706
Warrendale, PA 15095
Telephone:
Fax:
Staff:
8
Volunteers:
62
Members:
1200 individuals
Certification Programs:
CLE; MCLE; CPE


Other Addresses

Address:
8647 Richmond Hwy.
Suite 639, Alexandria VA 22309
Telephone:
Toll Free:
Fax:


Financial Snapshot

 

Total revenues: $330,243


Year - 2017
1st-yr growth
-11.59%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Miscellaneous revenue
 
Royalties
 
Other

Total expenses: $296,420


Year - 2017
1st-yr growth
-15.28%
 
 
 
 
 
Year by Year
Expenses
 
Conferences, conventions, meetings
 
Compensation for non-officers/directors
 
Other fees
 
Other

Total assets: $351,358


Year - 2017
1st-yr growth
10.95%
 
 
 
 
 
Year by Year
Assets
 
Savings and temporary cash investments
 
Cash -- non-interest bearing
 
Prepaid expenses or deferred charges

Total Liabilities: $143,039


Year - 2017
1st-yr growth
14.27%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses

   Revenue:

Revenue: Amount ($)
Program service revenue 290,079
Miscellaneous revenue 22,514
Royalties 16,520
Total contributions 1,050
Investment income 80
Income from sales of inventory 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Sales of non-inventory assets 0
Net rental income 0
Total Revenue:

$330,243

1-yr growth
-11.59%
Program service revenue
Miscellaneous revenue
Royalties
Total contributions
Investment income

   Expenses:

Expenses: Amount ($)
Conferences, conventions, meetings 92,276
Compensation for non-officers/directors 68,250
Other fees 53,847
Other expenses 41,461
Office expenses 9,055
Other employee benefits 8,613
Advertising and promotion 7,365
Accounting fees 6,300
Payroll taxes 5,963
Insurance 3,290
Management fees 0
Legal fees 0
Lobbying fees 0
Professional fundraising fees 0
Investment management fees 0
Information technology 0
Royalties 0
Occupancy 0
Travel 0
Travel/entertainment expenses to public officials 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Pension plan contributions 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Total Expenses:

$296,420

1-yr growth
-15.28%
Conferences, conventions, meetings
Compensation for non-officers/directors
Other fees
Other expenses
Office expenses
Other employee benefits
Advertising and promotion
Accounting fees
Payroll taxes
Insurance

   Assets:

Assets: Amount ($)
Savings and temporary cash investments 270,659
Cash -- non-interest bearing 80,664
Prepaid expenses or deferred charges 35
Inventories for sale or use 0
Investments in other securities 0
Accounts receivable 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Total Assets:

$351,358

1-yr growth
10.95%
Savings and temporary cash investments
Cash -- non-interest bearing
Prepaid expenses or deferred charges

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 122,407
Accounts payable and accrued expenses 20,632
Other liabilities 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$143,039

1-yr growth
14.27%
Deferred revenue
Accounts payable and accrued expenses

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 208,319
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$208,319

1-yr growth
8.77%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
David W. Klasing Secretary Administration, Board Member ...X
Howard O. Bernstein Treasurer Board Member, Finance ...X
Jandy Rowell Advertisement Attorney, CPA Weekly Update Legal, Publications ...X
Jo Ann M. Koontz President Board Member, Chief Executive Officer ...X
Kimmy Headland Director, Membership and Chapter Relations Membership, Senior Executive ...X
Melissa R. Benowitz CMP Director, Meetings Conference Committee Chair, Conventions/Meetings ...X
Nicole E. Ratner CAE, CMP Executive Director Executive Director ...X
William B. Le Vay Vice President Board Member, Senior Executive ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20202020 Annual Meeting & Education Conference Philadelphia , PA , United States   June 23 June 28    ...X
20192019 Annual Meeting & Education Conference Orange Beach , AL , United States Perdido Beach Resort July 2 July 7    ...X
20182018 Fall Meeting & Education Conference Miami Beach , FL , United States Confidante Hotel November 4 November 6    ...X
20172017 Annual Meeting & Education Conference ,   July 4 July 9    ...X
20152015 Fall Meeting & Education Conference Charleston , SC , United States Historic Francis Marion Hotel November 10 November 14   Convention Center...X
2014Fall Meeting & Education Conference Washington , DC , United States Hotel Sofitel Washington D.C. Lafayette Square November 4 November 8    ...X

Publications

Name 
Frequency 
Advertising 
Attorney-CPA DirectoryonlineNo...X
Attorney-CPA UpdateweeklyYes...X
Individual DirectoryonlineNo...X
Monthly UpdatemonthlyNo...X
Networking & Referral DirectoryannuallyYes...X
The Attorney-CPA NewsletterquarterlyYes...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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