Nonprofit · EIN 23-7329251
TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Also known as FORT WORTH
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $246,049 | $284,140 | -$38,091 | $715,045 | $123,832 | $591,213 |
| May 31, 2024 | 990 | $278,608 | $228,837 | $49,771 | $760,396 | $131,092 | $629,304 |
| May 31, 2023 | 990 | $252,027 | $201,966 | $50,061 | $707,569 | $128,036 | $579,533 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $226,932
- Investment income
- $16,657
- Royalties
- $510
- Other revenue
- $2,460
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $9,919
Balance sheet and other
- Total assets, start of year
- $760,396
- Total assets, end of year
- $715,045
- Total liabilities, end of year
- $123,832
- Net assets, end of year
- $591,213
- Net assets without donor restrictions
- $591,213
- Gross receipts
- $246,049
- Employees
- 0
- Volunteers
- 145
- Year formed
- 1993
- State of legal domicile
- TX
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW HALL | Vice President Trustee or director, Officer | 0.5 | $0 |
| Cynthia Beavers | Director Trustee or director | 0.25 | $0 |
| DAPHNE ALEXANDER | Director Trustee or director | 0.25 | $0 |
| SANDRA BEMBENEK | Director Trustee or director | 0.25 | $0 |
| TRAM LE | Director Trustee or director | 0.25 | $0 |
| KIMBERLY KNOX-LEWIS | President-elect Trustee or director, Officer | 0.5 | $0 |
| Lindsey Kennimer | Director Trustee or director | 0.25 | $0 |
| JOSHUA WILLSON | Vice President Trustee or director, Officer | 0.5 | $0 |
| GARY TONNIGES JR | President Trustee or director, Officer | 0.5 | $0 |
| STEPHANIE SHANER | Past-President Trustee or director, Officer | 0.5 | $0 |
| KATELYN STRITTMATTER | Secretary Trustee or director, Officer | 0.5 | $0 |
| Sara Caldwell | Director Trustee or director | 0.25 | $0 |
| ALLYSON BAUMEISTER | Director Trustee or director | 0.25 | $0 |
| THOMAS WYATT | Director Trustee or director | 0.25 | $0 |
| STEPHANIE BUDUHAN | Treasurer Trustee or director, Officer | 0.5 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF EATON | Director Trustee or director | 0.25 | $0 |
| Britton Pavlic | Director Trustee or director | 0.25 | $0 |
| BEN JOHNS | Director Trustee or director | 0.25 | $0 |
| Jeffrey Kurland | Director Trustee or director | 0.25 | $0 |
| JONATHAN CAMERON | Treasurer-elect Trustee or director, Officer | 0.5 | $0 |
| CHRIS LUCAS | Vice President Trustee or director, Officer | 0.5 | $0 |
| ASHLEY VOSS | Director Trustee or director | 0.25 | $0 |
| NORMAN ROBBINS III | Director Trustee or director | 0.25 | $0 |
| TATIANA MARKOV | Director Trustee or director | 0.25 | $0 |
| CHRISTINE BESSERT | Director Trustee or director | 0.25 | $0 |
| TIMOTHY PIKE | Director Trustee or director | 0.25 | $0 |
| RACHEL GLASSER | Director Trustee or director | 0.25 | $0 |
| MEGAN TERRELL | Director Trustee or director | 0.25 | $0 |
| LEI TESTA | Director Trustee or director | 0.25 | $0 |
990 for the year ended May 31, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW HALL | Secretary Trustee or director, Officer | 0.5 | $0 |
| JACOB BRIGGS | Director Trustee or director | 0.25 | $0 |
| DAPHNE ALEXANDER | Director Trustee or director | 0.25 | $0 |
| SANDRA BEMBENEK | Director Trustee or director | 0.25 | $0 |
| TRAM LE | PAST President Trustee or director, Officer | 0.5 | $0 |
| KIMBERLY KNOX-LEWIS | Treasurer Trustee or director, Officer | 0.5 | $0 |
| LINDSEY KENNIMER | Director Trustee or director | 0.25 | $0 |
| JOSHUA WILLSON | Vice President Trustee or director, Officer | 0.5 | $0 |
| GARY TONNIGES JR | President-ELECT Trustee or director, Officer | 0.5 | $0 |
| STEPHANIE SHANER | President Trustee or director, Officer | 0.5 | $0 |
| KATELYN STRITTMATTER | Vice President Trustee or director, Officer | 0.5 | $0 |
| KEN HUFFMAN | Director Trustee or director | 0.25 | $0 |
| ALLYSON BAUMEISTER | Director Trustee or director | 0.25 | $0 |
| PHILLIP HERNANDEZ | Director Trustee or director | 0.25 | $0 |
| STEPHANIE BUDUHAN | TREASURER-ELECT Trustee or director, Officer | 0.5 | $0 |
| JEFF EATON | Director Trustee or director | 0.25 | $0 |
| DARREN HARRIOTT | Director Trustee or director | 0.25 | $0 |
| BEN JOHNS | Director Trustee or director | 0.25 | $0 |
| AMANDA JOHNSON | Director Trustee or director | 0.25 | $0 |
| JONATHAN CAMERON | Vice President Trustee or director, Officer | 0.5 | $0 |
| CHRIS LUCAS | Director Trustee or director | 0.25 | $0 |
| ASHLEY VOSS | Director Trustee or director | 0.25 | $0 |
| NORMAN ROBBINS III | Director Trustee or director | 0.25 | $0 |
| TATIANA MARKOV | Director Trustee or director | 0.25 | $0 |
| CHRISTINE BESSERT | Director Trustee or director | 0.25 | $0 |
| RACHEL GLASSER | Director Trustee or director | 0.25 | $0 |
| MEGAN TERRELL | Director Trustee or director | 0.25 | $0 |
| LEI TESTA | Director Trustee or director | 0.25 | $0 |
| JENNIFER DAVIS | Executive Dir. Officer | 40 | $0 |
990 for the year ended May 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP HERNANDEZ | Secretary Trustee or director, Officer | 0.5 | $0 |
| JACOB BRIGGS | Director Trustee or director | 0.25 | $0 |
| DAPHNE ALEXANDER | Director Trustee or director | 0.25 | $0 |
| SANDRA BEMBENEK | Director Trustee or director | 0.25 | $0 |
| TRAM LE | President Trustee or director, Officer | 0.5 | $0 |
| KIMBERLY KNOX-LEWIS | TREASURER ELECT Trustee or director, Officer | 0.5 | $0 |
| RYAN SCHARAR | Director Trustee or director | 0.25 | $0 |
| JOSHUA WILLSON | Treasurer Trustee or director, Officer | 0.5 | $0 |
| GARY TONNIGES JR | Vice President Trustee or director, Officer | 0.5 | $0 |
| STEPHANIE SHANER | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 |
| KATELYN WOODS | Vice President Trustee or director, Officer | 0.5 | $0 |
| KEN HUFFMAN | Director Trustee or director | 0.25 | $0 |
| ALLYSON BAUMEISTER | Director Trustee or director | 0.25 | $0 |
| RICK BAUMEISTER JR | Director Trustee or director | 0.25 | $0 |
| STEPHANIE BUDUHAN | Director Trustee or director | 0.25 | $0 |
| JEFF EATON | Director Trustee or director | 0.25 | $0 |
| DARREN HARRIOTT | Director Trustee or director | 0.25 | $0 |
| KELLY HEIN JR | Director Trustee or director | 0.25 | $0 |
| AMANDA JOHNSON | Director Trustee or director | 0.25 | $0 |
| JONATHAN CAMERON | Vice President Trustee or director, Officer | 0.5 | $0 |
| JUSTIN LAUDERDALE | Director Trustee or director | 0.25 | $0 |
| ANDREW HALL | Director Trustee or director | 0.25 | $0 |
| NORMAN ROBBINS III | Director Trustee or director | 0.25 | $0 |
| AMANDA LOCKHART | Director Trustee or director | 0.25 | $0 |
| CHRISTINE BESSERT | Director Trustee or director | 0.25 | $0 |
| RACHEL GLASSER | Director Trustee or director | 0.25 | $0 |
| MEGAN TERRELL | Director Trustee or director | 0.25 | $0 |
| LEI TESTA | Director Trustee or director | 0.25 | $0 |
| JENNIFER DAVIS | Executive Dir. Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 14131 MIDWAY RD STE 850, ADDISON, TX 75001-3872
- Principal officer (990 for 2024)
- JENNIFER DAVIS
- Signed the 990
- JONATHAN CAMERON, Treasurer
- Phone
- (972) 687-8500
- Website
- WWW.TX.CPA/FORTWORTH
- Return prepared by
- Sutton Frost Cary LLP
Mission
THE FORT WORTH CHAPTER, TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, (TXCPA), FOUNDED IN 1929, IS AN ORGANIZATION OF APPROXIMATELY 2,600 MEMBERS. THE CHAPTER, TOGETHER WITH THE TXCPA, WORKS TO ENHANCE THE INTEGRITY OF THE CPA CERTIFICATE BY DEVELOPING MEMBERS AND VOLUNTEERS BY IMPLEMENTING PROGRAMS THAT BUILD PROFESSIONAL SKILLS, PROVIDING EDUCATIONAL PROGRAMS, BROADEN PUBLIC PERCEPTION OF CPAS' KNOWLEDGE AND SERVICES, AND FACILITATING MEMBERS' DELIVERY OF SERVICES TO MEET MARKET NEEDS.
Program accomplishments
- The Chapter supported the professional development of its 2,246 members while promoting the value and high standards of Texas CPAs in the Fort Worth region. This mission was advanced through programs and activities designed to facilitate member networking, peer collaboration, and continuing professional education. During the reporting period, the Chapter held 18 committee meetings with 238 participants, presented five continuing professional education programs attended by 496 participants, and hosted 20 member networking events with 941 participants, for a combined total attendance of 1,675 participants.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7329251
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Group exemption
- 2503: TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- Assets (IRS master file)
- $715,045
- Income (IRS master file)
- $246,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $246,049 | $284,140 | $715,045 | XML |
| 990 | May 2024 | $278,608 | $228,837 | $760,396 | XML |
| 990 | May 2023 | $252,027 | $201,966 | $707,569 | XML |
| 990 | May 2022 | $472,928 | $370,746 | $674,277 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | 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 23-7329251).
Questions about TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 23-7329251.
- Is TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
- Are donations to TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEXAS 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 TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEXAS 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 May 2025.
- Who is the principal officer of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended May 31, 2025 names JENNIFER DAVIS.
- Who are the officers and directors of TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended May 31, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $246,049, expenses of $284,140 and total assets of $715,045 at year end.
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