Civic Intelligence

Accounting Education Foundation of the Texas Society of Cpas Inc.

990 • Fiscal year 2022 • EIN 75-6026826

Jun 01, 2021 to May 31, 2022 • Filed on Apr 18, 2023

Organization ProfileWWW.TX.CPA
14131 Midway Road 850Addison, TX 75001

(972) 687-8500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.06x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

1.43x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$446,162

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 138.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-0.1%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$7,361,649

Up $2,771,849 (+60%) from 2021

Net Assets

Up

$6,900,187

Up $2,316,144 (+51%) from 2021

Liabilities

Up

$461,462

Up $455,705 (+7916%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin89th percentile

Revenue

Down

$322,996

Down $390 (-0.1%) from 2021

Expenses

Up

$161,890

Up $19,826 (+14%) from 2021

Net Income

Down

$161,106

Down $20,216 (-11%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,720,592Liabilities 2010: $0Net Assets 2010: $2,720,5922010Assets 2011: $2,905,581Liabilities 2011: $0Net Assets 2011: $2,905,5812011Assets 2012: $2,753,749Liabilities 2012: $0Net Assets 2012: $2,753,7492012Assets 2013: $3,006,254Liabilities 2013: $170Net Assets 2013: $3,006,0842013Assets 2014: $3,190,745Liabilities 2014: $0Net Assets 2014: $3,190,7452014Assets 2016: $3,233,447Liabilities 2016: $0Net Assets 2016: $3,233,4472016Assets 2017: $3,443,762Liabilities 2017: $0Net Assets 2017: $3,443,7622017Assets 2018: $3,662,363Liabilities 2018: $0Net Assets 2018: $3,662,3632018Assets 2019: $3,679,797Liabilities 2019: $18,319Net Assets 2019: $3,661,4782019Assets 2020: $3,759,856Liabilities 2020: $5,195Net Assets 2020: $3,754,6612020Assets 2021: $4,589,800Liabilities 2021: $5,757Net Assets 2021: $4,584,0432021Assets 2022: $7,361,649Liabilities 2022: $461,462Net Assets 2022: $6,900,1872022Assets 2023: $7,239,549Liabilities 2023: $589,815Net Assets 2023: $6,649,7342023

Highlighted filing

2022

Assets$7,361,649
Liabilities$461,462
Net Assets$6,900,187
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $208,5502010Expenses 2011: $182,8102011Expenses 2012: $180,2462012Expenses 2013: $189,9402013Revenue 2014: $349,156Expenses 2014: $164,495Net Income 2014: $184,6612014Revenue 2016: $75,612Expenses 2016: $172,221Net Income 2016: -$96,6092016Revenue 2017: $382,679Expenses 2017: $172,363Net Income 2017: $210,3162017Revenue 2018: $377,441Expenses 2018: $158,840Net Income 2018: $218,6012018Revenue 2019: $176,690Expenses 2019: $163,954Net Income 2019: $12,7362019Revenue 2020: $161,220Expenses 2020: $169,788Net Income 2020: -$8,5682020Revenue 2021: $323,386Expenses 2021: $142,064Net Income 2021: $181,3222021Revenue 2022: $322,996Expenses 2022: $161,890Net Income 2022: $161,1062022Revenue 2023: $2,338,386Expenses 2023: $2,487,974Net Income 2023: -$149,5882023

Highlighted filing

2022

Revenue$322,996
Expenses$161,890
Net Income$161,106
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 18, 2023
Return Version
2021v4.1
Gross Receipts
$409,764
Mission and Program Overview

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.

To aid, promote, develop and advance education and research relating to the study, teaching and practice of accountancy and allied fields, and to provide financial assistance to students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,246,471$5,730,273▲ $1,483,802
Savings and Temporary Cash Investments$267,922$1,016,927▲ $749,005
Cash and Non-Interest-Bearing Accounts$65,336$311,966▲ $246,630
Prepaid Expenses and Deferred Charges$1,943$62,020▲ $60,077
Accounts Receivable$1,100$18,296▲ $17,196
Land, Buildings, and Equipment, Net-$7,975-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,589,800$7,361,649▲ $2,771,849
Other Assets Total$7,028$214,192▲ $207,164
Liabilities
Deferred Revenue-$263,730-
Accounts Payable and Accrued Expenses$5,757$197,732▲ $191,975
Total Liabilities$5,757$461,462▲ $455,705
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,405,287$6,596,723▲ $2,191,436
Net Assets With Donor Restrictions$178,756$303,464▲ $124,708
Total Net Assets Fund Balance$4,584,043$6,900,187▲ $2,316,144
Total Liabilities and Net Assets / Fund Balance$4,589,800$7,361,649▲ $2,771,849

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,975$39,880-
Other Land Buildings-$38,903-
Equipment-$296,215-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,439,654$140,208▼ $109,482$161,890$4,308,490
2020$3,679,661$98,306▲ $803,750$142,063$4,439,654
2019$3,586,478$38,531▲ $229,652$175,000$3,679,661
2018$3,587,364$44,629▲ $122,787$168,302$3,586,478
2017$3,368,763$152,440▲ $225,001$158,840$3,587,364
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Dipesh PatelTechnical Reviewer$142,937$142,937
Adebimpe McmillonTechnical Reviewer$133,144$133,144
Stephen R Phillips-thru 121CFO$69,283$69,283

Board Members and Trustees

NameTitle
Sheila a EnriquezChairman Elect
Gary D McintoshPresident
Jodi Ann RayPresident & CEO
Charlotte M JungenVice President
Jerrel L CrossDirector
Kenneth BessermanDirector gov Affairs
Kimberly N Newlin-thru 222Director learning
Melinda H BentleyDirector membership, Marketing
Alyssa G MartinTrustee
Anne-marie T LelkesTrustee
Arthur M AgulnekTrustee
BRYAN P MORGAN jrTrustee
Blaise C BenderTrustee
Fred J TimmonsTrustee
Jerry L LoveTrustee
Kathryn W KapkaTrustee
Lei D TestaTrustee
Marshall K PitmanTrustee
Nancy E FossTrustee
Ricardo ColonTrustee
Tracy L Miller-noblesTrustee
Tram P LeTrustee
Edith C CogdellCFO
Diane C JoinerMan-gov Affairs
Michael L BrownSec./treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$163,563
Program Service Revenue
$7,080
Investment Income
$149,032
Other Revenue
$3,321
All Other Contributions
$163,563
Change in Net Assets
$161,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$322,996
Revenue Not Reported on Form 990
$-436,659
Total Revenue per Audited Statements
$-113,663
Total Revenue per Form 990
$322,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$155,000
Other Expenses$6,890
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$145,000--$145,000
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Accounting-$3,400-$3,400
Other Expenses$744--$744
Conferences and Meetings$706--$706
Total Functional Expenses$158,490$3,400$0$161,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$161,890
Total Expenses per Audited Statements$161,890
Total Expenses per Form 990$161,890
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aicpa FoundationDurham, NC501(c)(3)Minority Scholarships$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Members of the board of trustees may be married to one another, have a parent-child relationship, or be siblings. Also, some trustees are employees of cpa firms in which other trustees may own a majority interest.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed in detail by the president & ceo and cfo. In addition, the form 990 is provided to the executive board of the txcpa with the opportunity for them to ask questions and provide feedback.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each officer and director must annually sign a statement that he/she is in compliance with the conflict of interest policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The foundation currently has no compensated personnel.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The foundation currently has no compensated personnel.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The foundation makes its governing documents, conflict of interest policy, tax returns, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Accounting Education Foundation
EIN
75-6026826
Phone
9726878500
Address
14131 MIDWAY ROAD 850, ADDISON, TX 75001

Signing Officer

Name
Edith C Cogdell
Title
CFO
Signed
2023-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Ann Ray
Formed
1957
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
40

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Transfer assets from cpe foundation = $2591697”

Financial Statement Notes

Part X : FIN48 Footnote

“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 (IRS). Management has analyzed the tax positions taken by the Organization, and has concluded that as of May 31, 2022, 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.”

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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,361,649
Liabilities
$461,462
Net assets
$6,900,187
Revenue
$322,996
Expenses
$161,890
Net income
$161,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.24$0.59$6.65$2.34$2.49$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.46$6.90$0.32$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.01$4.58$0.32$0.14$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.01$3.75$0.16$0.17$0.01
2019Summary only. Only limited summary data is available for this year.$3.68$0.02$3.66$0.18$0.16$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.38$0.16$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.38$0.17$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.08$0.17$0.10
2014Summary only. Only limited summary data is available for this year.$3.19$0.00$3.19$0.35$0.16$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$0.21