Nonprofit · EIN 74-2195471
AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION
Tax-exempt · AUSTIN, TX 78731
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $73,617 | $93,494 | -$19,877 | $362,634 | $33,661 | $328,973 |
| May 31, 2024 | 990 | $124,086 | $142,546 | -$18,460 | $591,725 | $275,615 | $316,110 |
| May 31, 2023 | 990 | $147,239 | $257,163 | -$109,924 | $626,174 | $328,609 | $297,565 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,366
- Program service revenue
- $59,831
- Investment income
- $10,730
- Other revenue
- $1,690
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $33,000
- Occupancy
- $12,884
- Printing, publications and postage
- $28
- Other expenses
- $37,582
- Program services (functional)
- $56,438
Balance sheet and other
- Total assets, start of year
- $591,725
- Total assets, end of year
- $362,634
- Total liabilities, end of year
- $33,661
- Net assets, end of year
- $328,973
- Cash, savings and investments
- $332,044
- Gross receipts
- $73,617
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-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Anderson | Oversight Coun. | 0.25 | $0 |
| Samuel Arevalo | Oversight Coun. | 0.25 | $0 |
| Jennifer Brown | Oversight Coun. | 0.25 | $0 |
| David Crumbaugh | Oversight Coun. | 0.25 | $0 |
| Nancy Foss | Oversight Coun. | 0.25 | $0 |
| Michele Heyman | Oversight Coun. | 0.25 | $0 |
| Norm Holz | Oversight Coun. | 0.25 | $0 |
| Vanesa Hybner | Oversight Coun. | 0.25 | $0 |
| Jeffrey Johanns | Oversight Coun. | 0.25 | $0 |
| Jeannie Kwong | Oversight Coun. | 0.25 | $0 |
| Matt Malcom | Oversight COun. | 0.25 | $0 |
| Paul Matthews | Oversight COun. | 0.25 | $0 |
| Gary McIntosh | Oversight COun. | 0.25 | $0 |
| Julie Sigety | CHAPTER REP | 0.25 | $0 |
| Jeremy Myers | CHAPTER REP | 0.25 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Larry Stephens | President | 0.5 | $0 |
| Tracie Miller | Oversight COun. | 0.25 | $0 |
| Jason Lucio | VP Edu. & Lead. | 0.5 | $0 |
| Christi Mondrik | Oversight COun. | 0.25 | $0 |
| Jeremy Myers | Oversight COun. | 0.25 | $0 |
| Sara Loghin | VP Memb. Srvcs. | 0.5 | $0 |
| Mandy Klein | Treasurer-elect | 0.5 | $0 |
| Audrey Nguyen | Oversight COun. | 0.25 | $0 |
| Lara Akinboye | IMM Past Pres | 0.5 | $0 |
| Jan Keeling | Treasurer | 0.5 | $0 |
| Stacey Mahajan | VP Com. Involv. | 0.5 | $0 |
| Kara Hamann | pRESIDENT-ELECT | 0.5 | $0 |
| Lea Anne Porter | Oversight COun. | 0.25 | $0 |
| Kate Rhoden | Oversight COun. | 0.25 | $0 |
| Joyce Smith | Oversight COun. | 0.25 | $0 |
| Diana Sullivan | Oversight COun. | 0.25 | $0 |
| Donna Wesling | Oversight COun. | 0.25 | $0 |
990 for the year ended May 31, 2024: 33 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARA AKINBOYE | President Trustee or director, Officer | 0.5 | $0 |
| LARRY STEPHENS | PRESIDENT ELECT Trustee or director, Officer | 0.5 | $0 |
| TRACIE MILLER | IMM PAST PRES Trustee or director, Officer | 0.5 | $0 |
| DEBRA WATKINS | Treasurer Trustee or director, Officer | 0.5 | $0 |
| ANGIE HARDY BORNE | Vice President Trustee or director, Officer | 0.25 | $0 |
| KARA HAMANN | Vice President Trustee or director, Officer | 0.25 | $0 |
| LARRY STEPHENS | MANAGER Trustee or director | 0.25 | $0 |
| NORM HOLZ | OVERSIGHT Trustee or director, Officer | 0.25 | $0 |
| AARIKA ANDERSON | CHAPTER REP Trustee or director | 0.25 | $0 |
| MARY CAM ANDERSON | CHAPTER REP Trustee or director | 0.25 | $0 |
| JENNIFER BROWN | CHAPTER REP Trustee or director | 0.25 | $0 |
| CONNIE CLARK | CHAPTER REP Trustee or director | 0.25 | $0 |
| DAVID CRUMBAUGH | CHAPTER REP Trustee or director | 0.25 | $0 |
| XIAOYUN DING | CHAPTER REP Trustee or director | 0.25 | $0 |
| NANCY FOSS | CHAPTER REP Trustee or director | 0.25 | $0 |
| MICHELE HEYMAN | CHAPTER REP Trustee or director | 0.25 | $0 |
| KRISTY HOLMES-HETZEL | CHAPTER REP Trustee or director | 0.25 | $0 |
| JANICE KEELING | CHAPTER REP Trustee or director | 0.25 | $0 |
| YUENMAN KWONG | CHAPTER REP Trustee or director | 0.25 | $0 |
| SARAH LOGHIN | CHAPTER REP Trustee or director | 0.25 | $0 |
| KRISTIAN LUCIO | CHAPTER REP Trustee or director | 0.25 | $0 |
| MATT MALCOLM | CHAPTER REP Trustee or director | 0.25 | $0 |
| PAUL MATHEWS | CHAPTER REP Trustee or director | 0.25 | $0 |
| TRACIE MILLER | CHAPTER REP Trustee or director | 0.25 | $0 |
| CHRISTI MONDRIK | CHAPTER REP Trustee or director | 0.25 | $0 |
| GARY MCINTOSH | TXCPA PAST CHA Trustee or director | 0.25 | $0 |
| JEREMY MYERS | CHAPTER REP Trustee or director | 0.25 | $0 |
| EKATERINA RHODEN | CHAPTER REP Trustee or director | 0.25 | $0 |
| JULIE SIGETY | CHAPTER REP Trustee or director | 0.25 | $0 |
| JOYCE SMITH | CHAPTER REP Trustee or director | 0.25 | $0 |
| DIANNA SULLIVAN | CHAPTER REP Trustee or director | 0.25 | $0 |
| DONNA WESLING | TXCPA PAST CHAI Trustee or director | 0.25 | $0 |
| DIANE JOINER-THRU 624 | Executive Dir. Officer | 18.75 | $0 |
990 for the year ended May 31, 2023: 34 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY HOWARD | MEMBER-AT-LARGE Trustee or director | 0.25 | $0 |
| KRISTY HOLMES-HETZEL | MEMBER-AT-LARGE Trustee or director | 0.25 | $0 |
| JENNIFER BROWN | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| LAUREN AUGUSTINE | Member-at-Large Trustee or director | 0.25 | $0 |
| PAUL MATTHEWS | IMED PAST PRES. Trustee or director, Officer | 0.5 | $0 |
| LARA AKINBOYE | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 |
| TRACIE MILLER | President Trustee or director, Officer | 0.5 | $0 |
| JASON LUCIO | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| JEREMY MYERS | TXCPA DIRECTORS Trustee or director | 0.25 | $0 |
| ANTHONY ROSS | Treasurer Trustee or director, Officer | 0.5 | $0 |
| DAVID CRUMBAUGH | MEMBER AT LARGE Trustee or director | 0.25 | $0 |
| JAN KEELING | MEMBER-AT-LARGE Trustee or director | 0.25 | $0 |
| ELIZABETH BAILEY | Member-at-Large Trustee or director | 0.25 | $0 |
| MATTHEW MALCOM | TXCPA Director Trustee or director | 0.25 | $0 |
| LARRY STEPHENS | MNGR-ED & LEAD Trustee or director | 0.25 | $0 |
| CONNIE CLARK | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| JEANNIE KWONG | Member-at-Large Trustee or director | 0.25 | $0 |
| CHRISTINA MONDRIK | MEMBER AT LARGE Trustee or director | 0.25 | $0 |
| NANCY FOSS | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| JESUS DOMINGUEZ | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| JOYCE SMITH | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| SARAH-BURGESS FINLEY | OVERSIGHT VICE Trustee or director | 0.25 | $0 |
| CECELIA O'BRIEN | Member-at-Large Trustee or director | 0.25 | $0 |
| GARY MCINTOSH | TXCPA PST CHAIR Trustee or director | 0.25 | $0 |
| DONNA WESLING | TXCPA PST CHAIR Trustee or director | 0.25 | $0 |
| JIM PUMPHRET | Member-at-Large Trustee or director | 0.25 | $0 |
| JULIE SIGETY | MEMBER AT LARGE Trustee or director | 0.25 | $0 |
| KATE RHODEN | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| AMANDA KLEIN | MEMBER AT LARGE Trustee or director | 0.25 | $0 |
| ANGELA HARDY BORNE | MNGR-COM. INVOL Trustee or director | 0.25 | $0 |
| KARA HAMANN | MEMBER AT LARGE Trustee or director | 0.25 | $0 |
| MICHELE HEYMAN | TXCPA DIRECTOR Trustee or director | 0.25 | $0 |
| DEBRA WATKINS | TREASURER ELECT Trustee or director, Officer | 0.25 | $0 |
| DIANE JOINER | Executive Dir. Officer | 18.75 | $0 |
Address and contacts
- Address (IRS master file)
- 3305 NORTHLAND DR STE 406, AUSTIN, TX 78731-4990
- Signed the 990-EZ
- Mandy Klein, Treasurer
- Phone
- (512) 445-0044
- Website
- https://cpascount.org/
- Return prepared by
- Sutton Frost Cary LLP
Mission
TO PROVIDE CONTINUING EDUCATION FOR CPAS.
Program accomplishments
- 1.THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS THAT KEEP CPAS ABREAST OF CURRENT DEVELOPMENTS IN ACCOUNTING. 48 HOURS OF CPE WAS CONDUCTED DURING 4 EVENTS FOR 556 ATTENDEES. ONE CHAPTER MEETING WITH 48 ATTENDEES WAS HELD.Expenses $56,438 · grants $10,000
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-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2195471
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41Z)
- Assets (IRS master file)
- $362,634
- Income (IRS master file)
- $73,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $73,617 | $93,494 | $362,634 | XML |
| 990 | May 2024 | $124,086 | $142,546 | $591,725 | XML |
| 990 | May 2023 | $147,239 | $257,163 | $626,174 | XML |
| 990-EZ | May 2022 | – | – | – | 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 74-2195471).
Questions about AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION
- What is the EIN of AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION?
- The employer identification number (EIN) of AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION is 74-2195471.
- Is AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION 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 AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION 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 AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION?
- The 990-EZ for the year ended May 31, 2025 lists 32 people; 0 received compensation from the organization.
- How much revenue does AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $73,617, expenses of $93,494 and total assets of $362,634 at year end.
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