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North Carolina · Nonprofit

AICPA BENEVOLENT FUND INC

AICPA BENEVOLENT FUND INC (North Carolina) receives grants from 2 organizations whose IRS filings report $135,000 to it, the largest being DELOITTE FOUNDATION ($125,000). 1 of them have funded it in more than one year.

Revenue FY2024
$776k
Funders on record
2
Grants received
$135k
Net assets
$14M
1/2 repeat funderspeak grant-dependency 13%
01What it does

What Aicpa Benevolent Fund Inc does

Mission

To provide financial assistance to members of the american institute of certified public accountants that are in need and their families.

As stated on its FY2024 Form 990.

Program

  1. The aicpa benevolent fund collects and administers funds to provide short-term financial assistance to aicpa members that are victims of hardship or distress. The fund assists members and their families by helping them with daily living and subsistence expenses, medical and prescription expenses that exceed insurance coverage, and other expenses that arise due to serious illness, medical emergency, accidents, natural disasters, and other financial hardship or distress. During calendar year 2024, the fund provided hardship assistance to 6 individuals.

    $126,370 spentof which $126,370 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $126,370.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($2.3M) Expenses 100 ($847k) Net assets 100 ($9.5M)2018 Revenue 21 ($494k) Expenses 96 ($812k) Net assets 89 ($8.5M)2019 Revenue 21 ($497k) Expenses 32 ($270k) Net assets 108 ($10M)2020 Revenue 25 ($580k) Expenses 31 ($267k) Net assets 124 ($12M)2021 Revenue 35 ($817k) Expenses 36 ($306k) Net assets 141 ($13M)2022 Revenue 22 ($510k) Expenses 36 ($304k) Net assets 116 ($11M)2023 Revenue 19 ($448k) Expenses 38 ($322k) Net assets 133 ($13M)2024 Revenue 33 ($776k) Expenses 39 ($332k) Net assets 147 ($14M)
'17'18'19'20'21'22'23'24
Revenue (33)Expenses (39)Net assets (147)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $13M to $11M (−18%).

$9.8M
$8.5M
$10M
$12M
$13M
$11M
$13M
$14M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.

$1.5M
’17
−$318k
’18
$227k
’19
$313k
’20
$511k
’21
$206k
’22
$125k
’23
$443k
’24
16
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24
Listed101215121281012
Joined·+2+6+2+2+4+2+2
No longer listed·0352800
03Who funds it

Who funds it, year by year

2021 → 2022: the base narrowed from 2 funders to 1 funder, grant income fell $110k → $25k.

Funder
'21
'22
total
$125k
Rsm US Foundationunclassified
$10k
funders
2
1

Left out of every figure on this page: $200k from one payer (the payer shares this organization's board, largest Association of International Certified Professional Accountants). These are real filings, and they are not money AICPA BENEVOLENT FUND INC raised.

From the IRS filings of AICPA BENEVOLENT FUND INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

AICPA BENEVOLENT FUND INC leans on a few funders — its largest provides 93% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund AICPA BENEVOLENT FUND INC.

93%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2021 91% · 2022 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

AICPA BENEVOLENT FUND INC draws 100% of its grant income from funders outside North Carolina, across 2 states in all.

IA
CT

In-state vs out-of-state, by year

’21
’22
North Carolina out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like AICPA BENEVOLENT FUND INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

38% of spending goes to programs.

Program 38%Management 62%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

50%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

NC

Part of a family of 8 related entities

  • Accounting Research Association Inc · exempt
  • Aicpa · exempt
  • American Institute of Certified Public Accountants Foundation · exempt
  • American Institute of Certified Public Accountants PAC · exempt
  • Institute for Accounting Professionals in the Americas · exempt

Screen this organization

A dated, signed PDF of the compliance screen for AICPA BENEVOLENT FUND INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds AICPA BENEVOLENT FUND INC?
AICPA BENEVOLENT FUND INC (North Carolina) receives grants from 2 organizations whose IRS filings report $135,000 to it, the largest being DELOITTE FOUNDATION ($125,000). 1 of them have funded it in more than one year.
How many funders does AICPA BENEVOLENT FUND INC have?
IRS filings report 2 organizations giving $135,000 in grants to AICPA BENEVOLENT FUND INC, 1 of which have funded it in more than one year.
Who is the largest funder of AICPA BENEVOLENT FUND INC?
DELOITTE FOUNDATION is the largest funder on record, with $125,000 in grants. The full list of funders is on this page.
How can an organization like AICPA BENEVOLENT FUND INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing