Nonprofit · EIN 75-6026826
ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $2,776,203 | $2,545,299 | $230,904 | $8,609,833 | $512,135 | $8,097,698 |
| May 31, 2024 | 990 | $2,727,857 | $2,695,441 | $32,416 | $7,958,179 | $541,838 | $7,416,341 |
| May 31, 2023 | 990 | $2,338,386 | $2,487,974 | -$149,588 | $7,239,549 | $589,815 | $6,649,734 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $237,744
- Program service revenue
- $2,292,608
- Investment income
- $265,686
- Royalties
- $4,151
- Net gain from sales of assets
- $73,006
- Net income from fundraising events
- -$26,186
- Other revenue
- -$19,835
Expenses
- Grants and similar amounts paid
- $167,150
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $583,699
- Salaries, compensation and benefits (total)
- $737,811
- Professional fundraising fees
- $0
- Accounting fees
- $9,949
- Occupancy
- $250
- Travel
- $258
- Program services (functional)
- $2,277,361
- Management and general (functional)
- $267,938
Balance sheet and other
- Total assets, start of year
- $7,958,179
- Total assets, end of year
- $8,609,833
- Total liabilities, end of year
- $512,135
- Net assets, end of year
- $8,097,698
- Land, buildings and equipment
- $86,625
- Publicly traded securities
- $7,068,435
- Net assets without donor restrictions
- $7,412,069
- Net assets with donor restrictions
- $685,629
- Gross receipts
- $3,120,405
- Employees
- 0
- Volunteers
- 118
- Year formed
- 1957
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JODI ANN RAY | PRES/CEO/ED Trustee or director, Officer | 10 | $0 | $457,005 | $58,517 |
| MELINDA H BENTLEY | COO Officer | 7.5 | $0 | $195,001 | $36,528 |
| Kenneth Besserman | Dir. Govt. Affairs | 0 | $0 | $168,460 | $35,196 |
| Dipesh Patel | Dir. Peer Review | 0 | $0 | $152,164 | $31,686 |
| BARRY KAPLAN | Director, Learning | 37.5 | $0 | $150,847 | $26,340 |
| Christine Wells | Technical Reviewer | 0 | $0 | $130,701 | $16,386 |
| EDITH C COGDELL-THRU 72024 | CFO Officer | 10 | $0 | $134,083 | $12,733 |
| Stephanie King | Accounting Manager | 7.5 | $0 | $112,463 | $26,168 |
| RORI SHAW | Mng, Chapter Ops | 1 | $0 | $101,615 | $24,109 |
| JACOB BRIGGS-FROM 92024 | CFO Officer | 10 | $0 | $42,758 | $4,489 |
| MICHAEL L BROWN | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| CELINA CERECERES | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| LUCAS LACHANCE | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARK D LEE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GARY D MCINTOSH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACIE L MILLER | Director Trustee or director | 0.25 | $0 |
| BLAKE R RODGERS | Director Trustee or director | 0.25 | $0 |
| TRAM P LE | DIR/COORD. OFF Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JODI ANN RAY | PRES/CEO/ED Trustee or director, Officer | 10 | $0 | $442,840 | $54,186 |
| EDITH C COGDELL-THRU 72024 | CFO Officer | 10 | $0 | $202,862 | $33,961 |
| MELINDA H BENTLEY | COO | 7.5 | $0 | $182,042 | $33,788 |
| KENNETH BESSERMAN | DIR-GOV AFFAIRS | 0 | $0 | $163,868 | $30,536 |
| DIPESH PATEL | TECHNICAL REVIEWER | 0 | $0 | $141,165 | $26,866 |
| DIANE C JOINER | CHAPTER ED-AUSTIN | 0 | $0 | $128,876 | $28,641 |
| BARRY KAPLAN | DIRECTOR-PEER REVIEW | 0 | $0 | $138,076 | $15,340 |
| STEPHANIE KING | ACCOUNTING MANAGER | 7.5 | $0 | $106,010 | $26,790 |
| MICHAEL L BROWN | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| CELINA CERECERES | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| MARSHALL K PITMAN | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| LUCAS LACHANCE | Treasurer Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| MARK D LEE | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| GARY D MCINTOSH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TRACIE L MILLER | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| BLAKE R RODGERS | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| KATHRYN C SHARP | Secretary Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| WALTER R STOCK | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| TRAM P LE | DIR/COORD. OFF Trustee or director | 0.5 | $0 | $0 | $0 |
| JACOB BRIGGS-FROM 92024 | CFO Officer | 10 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JODI ANN RAY | PRES/CEO/ED Trustee or director, Officer | 10 | $0 | $433,122 | $48,511 |
| EDITH C COGDELL | CFO Officer | 10 | $0 | $201,871 | $23,940 |
| JERREL L CROSS | DIRECTOR-PEER REVIEW | 0 | $0 | $182,515 | $33,094 |
| MELINDA H BENTLEY | COO | 7.5 | $0 | $171,078 | $31,081 |
| KENNETH BESSERMAN | DIR-GOV AFFAIRS | 0 | $0 | $158,683 | $27,755 |
| DIANE C JOINER | CHAPTER ED-AUSTIN | 0 | $0 | $126,972 | $27,518 |
| DIPESH PATEL | TECHNICAL REVIEWER | 0 | $0 | $121,784 | $24,776 |
| ADEBIMPE MCMILLON | TECHNICAL REVIEWER | 0 | $0 | $115,287 | $23,903 |
| STEPHANIE KING | ACCOUNTING MANAGER | 7.5 | $0 | $102,347 | $25,352 |
| MICHAEL L BROWN | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| CELINA CERECERES | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| KATHRYN W KAPKA | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| LUCAS LACHANCE | Treasurer Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| MARK D LEE | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| GARY D MCINTOSH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TRACIE L MILLER | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| MARSHALL K PITMAN | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| BLAKE R RODGERS | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| KATHRYN C SHARP | Secretary Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| WALTER R STOCK | Director Trustee or director | 0.25 | $0 | $0 | $0 |
| TRAM P LE | DIR/COORD. OFF Trustee or director | 0.5 | $0 | $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
PROVIDE EDUCATIONAL PROGRAMS AND ACTIVITIES ON ACCOUNTING AND RELATED SUBJECTS FOR CPAS AND FINANCE PROFESSIONALS. PROVIDE FINANCIAL ASSISTANCE TO ACCOUNTING STUDENTS AND TO ADVANCE THE ACCOUNTING PROFESSION.
Program accomplishments
- CONTINUING PROFESSIONAL EDUCATIONAL COURSES IN ACCOUNTING, FINANCE, BUSINESS LAW, TAXATION, AND MISCELLANEOUS OTHER SUBJECTS.Expenses $2,110,211 · revenue $2,292,608
- ACCOUNTING SCHOLARSHIPS: REWARD TEXAS' OUTSTANDING ACCOUNTING STUDENTS, BASED ON ACADEMIC ACHIEVEMENT. COLLEGE FACULTY SELECT CANDIDATES FOR CONSIDERATION. ADVANCE THE ACCOUNTING PROFESSION THROUGH STUDENT PROGRAM INITIATIVES.Expenses $167,150 · grants $167,150
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
- 75-6026826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,609,833
- Income (IRS master file)
- $3,120,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $2,776,203 | $2,545,299 | $8,609,833 | XML |
| 990 | May 2024 | $2,727,857 | $2,695,441 | $7,958,179 | XML |
| 990 | May 2023 | $2,338,386 | $2,487,974 | $7,239,549 | XML |
| 990 | May 2022 | $322,996 | $161,890 | $7,361,649 | 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 75-6026826).
Questions about ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC
- What is the EIN of ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC?
- The employer identification number (EIN) of ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC is 75-6026826.
- Is ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC 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 ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC 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 ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC 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 ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC?
- The 990 for the year ended May 31, 2025 names JODI ANN RAY.
- Who are the officers and directors of ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC?
- The 990 for the year ended May 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $2,776,203, expenses of $2,545,299 and total assets of $8,609,833 at year end.
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