2026-04-15T13:50:28-07:00 2025-05-31 752593210 Sutton Frost Cary LLP 200 E Front St Suite 200 Arlington TX 76011 990 2024-06-01 237398300 DALLAS CHAPTER OF THE TEXAS SOCIETY OF CPAS CONTINUING EDUCATION DALL 9729608311 12400 COIT ROAD 750 DALLAS TX 75251 Chris Hes Treasurer 2026-04-15 true true Ileana Gamillo Esparza P02424259 8176498083 2024 2025-03-06 01:10:19Z RORI SHAW 12400 COIT ROAD 750 DALLAS TX 75251 252719 false X TXCPADALLAS.CPA X 1974 TX THE PURPOSE OF THE CHAPTER IS TO ELEVATE THE STANDARD OF PROFICIENCY, INTEGRITY AND CHARACTER OF THE PROFESSION; TO CULTIVATE PROFESSIONAL COOPERATION AND SOCIAL INTERACTION AMONG MEMBERS AND PROMOTE COOPERATION WITHIN TXCPA AND OTHER CPA ORGANIZATIONS FOR THE ADVANCEMENT OF THE PROFESSION OF PUBLIC ACCOUNTANCY. 12 12 0 75 0 3460 2650 273253 231008 29392 19061 0 306105 252719 12000 21500 0 0 0 0 286644 252805 298644 274305 7461 -21586 839624 897411 47984 74456 791640 822955 THE PURPOSE OF THE CHAPTER IS TO ELEVATE THE STANDARD OF PROFICIENCY, INTEGRITY AND CHARACTER OF THE PROFESSION; TO CULTIVATE PROFESSIONAL COOPERATION AND SOCIAL INTERACTION AMONG MEMBERS AND PROMOTE COOPERATION WITHIN TXCPA AND OTHER CPA ORGANIZATIONS. The chapter offers resources, education and professional development to assist our members' career growth. Our members are highly trained strategic advisors, civic leaders who are respected in their communities. They represent the best of our field, and we represent them as the elite business professionals they are. false false 204890 The Dallas Continuing Education Foundation delivers high-quality continuing education through seminars and training sessions across key areas of accounting, including audit, tax, and practice developmenthelping professionals stay current and excel in their field. The chapter hosted 15 programs, attracting nearly 900 attendees. 21500 21500 Supports the future of the profession by awarding scholarships to qualifying accounting students, investing in the next generation of CPAs. 226390 true false false false false false false false false false false false false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false true false false false true 2 0 true 0 false false false false false false false 0 false false false false false false false X 12 12 false false false false true true false false true false false true true true true true true true true false X TXCPA 9726878530 14131 MIDWAY RD 850 ADDISON TX 75001 X ROBERT GOUDGE Imm Past Tres 0.25 0.25 X X 0 0 0 MAX DUPLANT Imm Past Pres 0.25 0.25 X 0 0 0 DONOVAN MILLER President 0.50 0.50 X X 0 0 0 AARON BORDEN Treasurer 0.50 0.50 X X 0 0 0 ANGELA BANKS Director 0.25 0.25 X 0 0 0 TAYLOR CANTON Director 0.25 0.25 X 0 0 0 Austin Waugh Director 0.25 0.25 X 0 0 0 FAVOR LEE Director 0.25 0.25 X 0 0 0 ISREAL MILLER President-elect 0.50 0.50 X X 0 0 0 KYLE WAKELAND Director 0.25 0.25 X 0 0 0 Kyle Ratliff Director 0.25 0.25 X 0 0 0 Chris Hes Treasurer-elect 0.25 0.25 X X 0 0 0 RORI SHAW Executive Dir. 5.00 20.00 X 0 0 0 0 false false false 0 2650 2650 COMMITTEE AND SEMINAR 813900 56508 56508 CONVERGENCE REVENUE 813900 174500 174500 231008 18713 18713 0 0 0 348 348 348 348 0 0 0 0 252719 231008 19061 0 21500 21500 0 0 0 0 0 0 0 0 34662 34662 0 2100 2100 0 0 0 1326 1326 5000 5000 58 58 1421 1421 0 0 5479 4710 769 0 193432 193432 0 0 0 0 BANK FEES 6517 6517 Printing and Publications 1696 1286 410 BAD DEBT EXPENSE 652 652 AWARDS & GIFTS 423 423 39 39 274305 226390 47915 0 0 109377 100598 0 14848 33535 0 0 0 0 250 0 0 714339 756401 0 0 0 810 6877 839624 897411 2329 74551 850 -50 44805 -45 47984 74456 X 362992 822955 428648 791640 822955 839624 897411 -21586 52901 X false true X true false X X 1 DALLAS CHAPTER OF TSCPA 751226738 10 true 0 0 1 0 true false true true true false false false false false false false false false false false false true Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination THE ORGANIZATION HAS A COPY OF THE IRS DETERMINATION LETTER OF THE SUPPORTED ORGANIZATION AND HAS ACCESS TO THE TYPE OF ALL CONTRIBUTIONS RECEIVED FROM THE SUPPORTED ORGANIZATION BECAUSE THEY ARE UNDER COMMON CONTROL. Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place THE ORGANIZATION IS UNDER COMMON CONTROL OF THE SUPPORTED ORGANIZATION. REFUNDABLE ADVANCE -45 -45 X 315620 52901 10000 62901 252719 252719 284305 10000 10000 274305 274305 Part X : FIN48 Footnote The Chapter has been granted an exemption from federal income taxes under Section 501(c)(6) of the Internal Revenue Code, and CPE Foundation has been granted an exemption under Section 501(c)(3). The Chapter and CPE Foundation are subject to income taxes on their unrelated business income (i.e., advertising income) less related expenses. The Chapter and CPE Foundation are classified as organizations other than a private foundation.GAAP requires the evaluation of tax positions taken in the course of preparing the Organizations tax returns and recognition of a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Organization, and has concluded that as of May 31, 2025, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the combined financial statements. true 0 0 SCHOLARSHIPS 7 21500 Additional Supplemental Information Scholarship applications are reviewed by a designated committee, using objective and consistently applied selection criteria. The organization retains documentation supporting each award, including applications, evaluations, and award determinations. Scholarship recipients are required to provide verification of enrollment and/or appropriate use of funds, as applicable. Form 990, Part VI, Section A, Line 6 DALLAS CHAPTER OF TEXAS SOCIETY OF CPA'S CONTINUING EDUCATION CORPORATION IS MEMBERSHIP ORGANIZATION. Form 990, Part VI, Section A, Line 8b minutes of each committee's meetings are prepared and approved by the committee at its next meeting. No committee has the authority to act on behalf of the organization. The Board of Directors comprised of officers and directors is the only body authorized to act on behalf of the organization. Form 990, Part VI, Section B, Line 11b 990 is reviewed by Treasurer prior to issuance. Form 990, Part VI, Section B, Line 12c All board members sign a conflict of interest policy plus it is included in the policy and procedures manual. Form 990, Part VI, Section B, Line 15b Each employee prepares a self-review and the employee's supervisor prepares a review on the employee. The supervisor meets with the employee to discuss the reviews. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC upon request. DALLAS CHAPTER OF TEXAS SOCIETY OF CPAS 12400 COIT ROAD STE 750 DALLAS TX 75251 751226738 MEMBERSHIP ORGANIZATION FOR CPA MEMBERS TX 501(C)(6) N/A false false false false false false false false false false false false false false true false true false false false DALLAS CHAPTER OF TEXAS SOCIETY OF CPAS p 34662 Cash Paid