Nonprofit · EIN 75-0886417
TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $7,845,670 | $7,258,317 | $587,353 | $17,275,154 | $5,831,816 | $11,443,338 |
| May 31, 2024 | 990 | $7,235,156 | $7,123,650 | $111,506 | $15,950,897 | $5,585,767 | $10,365,130 |
| May 31, 2023 | 990 | $7,177,204 | $7,046,731 | $130,473 | $15,075,546 | $5,675,175 | $9,400,371 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $150,186
- of which government grants
- $150,186
- Program service revenue
- $6,550,200
- Investment income
- $496,680
- Royalties
- $219,466
- Net rental income
- $4,138
- Net gain from sales of assets
- $102,254
- Other revenue
- $648,604
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,328,620
- Other salaries and wages
- $2,215,126
- Salaries, compensation and benefits (total)
- $4,260,264
- Professional fundraising fees
- $0
- Legal fees
- $33,499
- Accounting fees
- $87,599
- Occupancy
- $300,548
- Travel
- $288,021
- Depreciation
- $11,471
Balance sheet and other
- Total assets, start of year
- $15,950,897
- Total assets, end of year
- $17,275,154
- Total liabilities, end of year
- $5,831,816
- Net assets, end of year
- $11,443,338
- Land, buildings and equipment
- $247,720
- Publicly traded securities
- $12,903,939
- Net assets without donor restrictions
- $11,443,338
- Gross unrelated business income
- $149,291
- Gross receipts
- $8,270,025
- Employees
- 44
- Volunteers
- 550
- Year formed
- 1915
- 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 | Other / benefits |
|---|---|---|---|---|
| JODI ANN RAY | President & CEO Trustee or director, Officer | 26.75 | $457,005 | $34,800 |
| Melinda H Bentley | Chief Operating Officer | 29.25 | $195,001 | $36,528 |
| KENNETH BESSERMAN | DIR-GOV AFFAIRS | 30 | $168,460 | $35,196 |
| Dipesh Patel | Director, Peer Review | 37.5 | $152,164 | $31,686 |
| BARRY KAPLAN | DIRECTOR - LEARNING | 0 | $150,847 | $26,340 |
| Christine Wells | Technical Reviewer | 37.5 | $130,701 | $16,386 |
| Edith C COgdell - Thru 72024 | CFO Officer | 26.5 | $134,083 | $12,733 |
| STEPHANIE KING | ACCOUNTING MANAGER | 29 | $112,463 | $26,168 |
| Rori Shaw | Manager Chapter Op | 36.5 | $101,615 | $24,109 |
| Jacob Briggs From 92024 | CFO Officer | 26.5 | $42,758 | $4,489 |
| TIMOTHY PIKE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MOHAN KURUVILLA | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| WILLIAM KELLEY | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTINA MONDRIK | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TRAM LE | Treasurer-ELECT Trustee or director, Officer | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARRELL GROVES | Secretary Trustee or director, Officer | 0.5 | $0 |
| JOSHUA LEBLANC | Director Trustee or director | 0.5 | $0 |
| ELAINE FLESCH | Director Trustee or director | 0.5 | $0 |
| OMAR RODRIGUEZ | Director Trustee or director | 0.5 | $0 |
| RYAN BARTHOLOMEE | Director Trustee or director | 0.5 | $0 |
| BRYAN EDWARDS | Director Trustee or director | 0.5 | $0 |
| Kelechukwu Onwuneme | Director Trustee or director | 0.5 | $0 |
| MISTY MATA | Director Trustee or director | 0.5 | $0 |
| KENNETH BROOM | Director Trustee or director | 0.5 | $0 |
| AMY TAYLOR | Director Trustee or director | 0.5 | $0 |
| MELANIE GEIST | Director Trustee or director | 0.5 | $0 |
| CHARLOTTE JUNGEN | Director Trustee or director | 0.5 | $0 |
| TRACIE MILLER | Director Trustee or director | 0.5 | $0 |
| JEFFERY SMITH | Director Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JODI ANN RAY | PRES/CEO/EX-OFF Trustee or director, Officer | 26.75 | $442,840 | $54,186 |
| EDITH C COGDELL-THRU 72024 | CFO Officer | 26.5 | $202,862 | $33,961 |
| MELINDA H BENTLEY | COO | 29.25 | $182,042 | $33,788 |
| KENNETH BESSERMAN | DIR-GOV AFFAIRS | 30 | $163,868 | $30,536 |
| DIPESH PATEL | TECNICAL REVIEWER | 37.5 | $141,165 | $26,866 |
| DIANE C JOINER | CHAPTER ED-AUSTIN | 37.5 | $128,876 | $28,641 |
| BARRY KAPLAN | DIRECTOR - LEARNING | 37.5 | $138,076 | $15,340 |
| STEPHANIE KING | ACCOUNTING MANAGER | 29 | $106,010 | $26,790 |
| SHEILA ENRIQUEZ | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TIMOTHY PIKE | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MOHAN KURUVILLA | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA RAGAN | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA MONDRIK | Treasurer-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JOSHUA LEBLANC | Secretary Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT HECKAMAN | Director Trustee or director | 0.5 | $0 | $0 |
| ELAINE FLESCH | Director Trustee or director | 0.5 | $0 | $0 |
| OMAR RODRIGUEZ | Director Trustee or director | 0.5 | $0 | $0 |
| DARRELL GROVES | Director Trustee or director | 0.5 | $0 | $0 |
| BRYAN EDWARDS | Director Trustee or director | 0.5 | $0 | $0 |
| TRAM LE | Director Trustee or director | 0.5 | $0 | $0 |
| MISTY MATA | Director Trustee or director | 0.5 | $0 | $0 |
| KENNETH BROOM | Director Trustee or director | 0.5 | $0 | $0 |
| AMY TAYLOR | Director Trustee or director | 0.5 | $0 | $0 |
| JACOB BRIGGS-FROM 92024 | CFO Officer | 26.5 | $0 | $0 |
990 for the year ended May 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JODI ANN RAY | PRES/CEO/EX-OFF Trustee or director, Officer | 26.75 | $433,122 | $48,511 |
| EDITH C COGDELL | CFO Officer | 26.5 | $201,871 | $23,940 |
| JERREL L CROSS | DIR-PEER REVIEW | 37.5 | $182,515 | $33,094 |
| MELINDA H BENTLEY | COO | 29.25 | $171,078 | $31,081 |
| KENNETH BESSERMAN | DIR-GOV AFFAIRS | 30 | $158,683 | $27,755 |
| DIANE C JOINER | CHAPTER ED-AUSTIN | 37.5 | $126,972 | $27,518 |
| DIPESH PATEL | TECNICAL REVIEWER | 37.5 | $121,784 | $24,776 |
| ADEBIMPE MCMILLON | TECHICAL REVIEWER | 37.5 | $115,287 | $23,903 |
| STEPHANIE KING | ACCOUNTING MANAGER | 29 | $102,347 | $25,352 |
| SHEILA ENRIQUEZ | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TIMOTHY PIKE | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| JASON FREEMAN | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MELANIE GEIST | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| ANGELA RAGAN | Treasurer-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JESUS DOMINGUEZ | Secretary Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT HECKAMAN | Director Trustee or director | 0.5 | $0 | $0 |
| JENNIFER JOHNSON | Director Trustee or director | 0.5 | $0 | $0 |
| BEN SIMISKEY | Director Trustee or director | 0.5 | $0 | $0 |
| DARRELL GROVES | Director Trustee or director | 0.5 | $0 | $0 |
| JIMMY HUDSON | Director Trustee or director | 0.5 | $0 | $0 |
| TRAM LE | Director Trustee or director | 0.5 | $0 | $0 |
| MISTY MATA | Director Trustee or director | 0.5 | $0 | $0 |
| EKATERINA RHODEN | Director Trustee or director | 0.5 | $0 | $0 |
| AMY TAYLOR | Director Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14131 MIDWAY RD STE 850, ADDISON, TX 75001-3872
- Principal officer (990 for 2024)
- JODI ANN RAY, 14131 MIDWAY ROAD 850, ADDISON, TX 75001
- Signed the 990
- JACOB BRIGGS, CFO
- Phone
- (972) 687-8500
- Website
- WWW.TX.CPA
- Return prepared by
- Sutton Frost Cary LLP
Mission
THE TEXAS SOCIETY OF CPAS EXISTS TO SUPPORT ITS MEMBERS IN THEIR PROFESSIONAL ENDEAVORS AND TO PROMOTE THE VALUE AND HIGH STANDARDS OF TEXAS CPAS.
Program accomplishments
- MEMBER SERVICES: WITH MORE THAN 28,000 MEMBERS, TXCPA IS THE LARGEST, MOST INFLUENTIAL ASSOCIATION OF ACCOUNTING AND FINANCE PROFESSIONALS IN TEXAS, DEDICATED TO SUPPORTING ONE ANOTHER, AND PROMOTING AND PROTECTING THE VALUE OF THE CPA DESIGNATION. SINCE 1915, OUR MEMBERS HAVE COUNTED ON TXCPA FOR A WIDE ARRAY OF PROFESSIONAL RESOURCES AND TO STAY UP-TO-DATE ON CRITICAL PROFESSIONAL ISSUES. WE ADVANCE THE ACCOUNTING PROFESSION IN TEXAS FROM INFLUENCING POLICY AND REGULATION, TO SHAPING THE PERCEPTION OF CPAS ACROSS THE STATE. WE PROTECT THE ETHICS, INTEGRITY AND HIGH STANDARDS OF OUR PROFESSION. WE PROVIDE RESOURCES, EDUCATION AND PROFESSIONAL DEVELOPMENT TO MAINTAIN EXCELLENCE IN OUR WORK. WE DEFEND AND PROMOTE THE VALUE OF CPAS. WE ARE A POWERFUL BUSINESS NETWORK ACROSS THE STATE. IN CITIES BIG AND SMALL WE FORM A LOCAL COMMUNITY OF SUPPORTIVE FRIENDS AND COLLEAGUES. AND AT COLLEGES AND UNIVERSITIES WE ARE A BEACON FOR THE PROFESSION. OUR MEMBERS ARE HIGHLY TRAINED STRATEGIC ADVISORS, CIVIC LEADERS AND RESPECTED IN THEIR COMMUNITIES. THEY REPRESENT THE BEST OF OUR FIELD, AND WE REPRESENT THEM AS THE ELITE BUSINESS PROFESSIONALS THEY ARE.
- PEER REVIEW: OVER 1,200 FIRMS PARTICIPATED IN THE PEER REVIEW PROGRAM AND TECHNICAL REVIEW SERVICES WERE PROVIDED TO TWO NEIGHBORING STATES. MEMBERS OF AICPA AND TXCPA ARE REQUIRED BY THEIR RESPECTIVE BYLAWS TO BE PRACTICING IN FIRMS THAT ARE ENROLLED IN AN APPROVED PRACTICE MONITORING PROGRAM IF THEY HAVE AN ACCOUNTING AND AUDITING PRACTICE. TEXAS STATE BOARD OF PUBLIC ACCOUNTANCY RULES ALSO REQUIRE ALL TEXAS FIRMS IN PUBLIC PRACTICE TO BE ENROLLED IN AN APPROVED PRACTICE MONITORING PROGRAM.A FIRM IS CONSIDERED TO BE IN PUBLIC PRACTICE IF IT PERFORMS COMPILATIONS OR REVIEWS UNDER THE STATEMENTS ON STANDARDS FOR ACCOUNTING AND REVIEW SERVICES, FORECASTS, PROJECTIONS OR ANY OTHER ENGAGEMENTS UNDER THE STATEMENTS ON STANDARDS FOR ATTESTATION ENGAGEMENTS, ANY AUDITS UNDER THE STATEMENTS ON AUDITING STANDARD OR GOVERNMENTAL AUDITING STANDARDS AND CERTAIN OTHER SPECIAL REPORTS.
- REGULATORY AND LEGISLATIVE: ACCOUNTING PROFESSION, STATE TAXATION AND BUSINESS ISSUES TXCPA IS THE VOICE OF CPAS AT THE TEXAS CAPITOL AND ALL LEVELS OF GOVERNMENT, WORKING TO ADVANCE AND PROTECT THE ACCOUNTING PROFESSION. TXCPA WORKS TO ENSURE STATE LEGISLATORS AND GOVERNMENT AGENCIES UNDERSTAND THE IMPORTANCE OF THE ACCOUNTING PROFESSION TO THE STATE ECONOMY AND TO MAKE SURE THAT THE PROFESSIONS OPINIONS ARE RESPECTED AND UNDERSTOOD.
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
- 75-0886417
- 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 (19 member organizations)
- Assets (IRS master file)
- $17,275,154
- Income (IRS master file)
- $8,270,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $7,845,670 | $7,258,317 | $17,275,154 | XML |
| 990 | May 2024 | $7,235,156 | $7,123,650 | $15,950,897 | XML |
| 990 | May 2023 | $7,177,204 | $7,046,731 | $15,075,546 | XML |
| 990 | May 2022 | $7,206,756 | $6,528,179 | $14,362,977 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | 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 75-0886417).
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 75-0886417.
- 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 JODI ANN RAY.
- 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; 10 received compensation from the organization, the highest $457,005 (JODI ANN RAY, President & CEO).
- 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 $7,845,670, expenses of $7,258,317 and total assets of $17,275,154 at year end.
Organizations in its group exemption (19)
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 74-1335242 · HOUSTON, TX · last filed 990 for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 75-1226738 · DALLAS, TX · last filed 990 for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329251 · ADDISON, TX · last filed 990 for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329256 · SAN ANTONIO, TX · last filed 990 for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329245 · AUSTIN, TX · last filed 990 for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329249 · ADDISON, TX · last filed 990-EZ for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329250 · EL PASO, TX · last filed 990-EZ for 2026
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329252 · LUBBOCK, TX · last filed 990-EZ for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 74-6173764 · WACO, TX · last filed 990-EZ for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7202859 · SAN ANGELO, TX · last filed 990-EZ for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329254 · ADDISON, TX · last filed 990-EZ for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 51-0207859 · BRYAN, TX · last filed 990-EZ for 2026
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329258 · WICHITA FALLS, TX · last filed 990-N for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 75-1840698 · TEXARKANA, TX · last filed 990-N for 2025
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329255 · BROWNSVILLE, TX · last filed 990-N for 2024
- TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 23-7329244 · ABILENE, TX · last filed 990-N for 2024
Other nonprofits in ADDISON
- GREENHILL SCHOOL EIN 75-1022742 · last filed 990 for 2025
- TRINITY CHRISTIAN ACADEMY EIN 75-1324332 · last filed 990 for 2025
- PARTNERSHIP WITH NATIVE AMERICANS EIN 47-3730147 · last filed 990 for 2025
- MEETING PROFESSIONALS INTERNATIONAL EIN 23-7256168 · last filed 990 for 2024
- AMIGOS LIBRARY SERVICES EIN 75-1627097 · last filed 990 for 2025
- TRINITY CHRISTIAN ACADEMY FOUNDATION EIN 75-2080121 · last filed 990 for 2025
- TEXAS GOLF ASSOCIATION EIN 75-0715222 · last filed 990 for 2025
- ANGEL FLIGHT INC EIN 75-2406237 · last filed 990 for 2024