Civic Intelligence

Accounting Education Foundation of the Texas Society of Cpas Inc.

990 • Fiscal year 2024 • EIN 75-6026826

Jun 01, 2023 to May 31, 2024 • Filed on Apr 15, 2025

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

40th percentile

0.07x

Higher debt load relative to assets than 40% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

41st percentile

1.2%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$497,026

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

9.9%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$7,958,179

Up $718,630 (+9.9%) from 2023

Net Assets

Up

$7,416,341

Up $766,607 (+12%) from 2023

Liabilities

Down

$541,838

Down $47,977 (-8.1%) from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin41st percentile

Revenue

Up

$2,727,857

Up $389,471 (+17%) from 2023

Expenses

Up

$2,695,441

Up $207,467 (+8.3%) from 2023

Net Income

Up

$32,416

Up $182,004 (+122%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th 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: $6,649,7342023Assets 2024: $7,958,179Liabilities 2024: $541,838Net Assets 2024: $7,416,3412024

Highlighted filing

2024

Assets$7,958,179
Liabilities$541,838
Net Assets$7,416,341
Open 2024 Filing

Operations Trend

Revenue Growth64th 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: -$149,5882023Revenue 2024: $2,727,857Expenses 2024: $2,695,441Net Income 2024: $32,4162024

Highlighted filing

2024

Revenue$2,727,857
Expenses$2,695,441
Net Income$32,416
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,928,164
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,651,601$6,452,429▲ $800,828
Savings and Temporary Cash Investments$651,102$865,750▲ $214,648
Cash and Non-Interest-Bearing Accounts$543,237$277,785▼ $265,452
Accounts Receivable$33,355$179,100▲ $145,745
Prepaid Expenses and Deferred Charges$85,150$73,460▼ $11,690
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,239,549$7,958,179▲ $718,630
Other Assets Total$275,104$109,655▼ $165,449
Liabilities
Deferred Revenue$406,877$433,891▲ $27,014
Accounts Payable and Accrued Expenses$182,938$107,947▼ $74,991
Total Liabilities$589,815$541,838▼ $47,977
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,277,786$6,924,801▲ $647,015
Net Assets With Donor Restrictions$371,948$491,540▲ $119,592
Total Net Assets Fund Balance$6,649,734$7,416,341▲ $766,607
Total Liabilities and Net Assets / Fund Balance$7,239,549$7,958,179▲ $718,630

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$267,747-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,196,593$124,209▲ $678,252$420,123$4,578,931
2022$4,308,490$127,345▲ $96,923$336,165$4,196,593
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
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Stephanie KingAccounting ManagerPT$132,800$132,800

Board Members and Trustees

NameTitle
Gary D McintoshChair
Mark D LeeVice Chair
Blake R RodgersDirector
Celina CereceresDirector
Marshall K PitmanDirector
Michael L BrownDirector
Tracie L MillerDirector
Walter R StockDirector
Kenneth BessermanDirector gov Affairs
Barry KaplanDirector-peer Review
Edith C Cogdell-thru 72024CFO
Jacob Briggs-from 92024CFO
Diane C JoinerChapter Ed-austin
Melinda H BentleyCOO
Tram P LeDir/coord. Off
Jodi Ann RayPres/CEO/ed
Kathryn C SharpSecretary
Dipesh PatelTechnical Reviewer
Lucas LachanceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Business Professionals NetworkCpe VendorPO BOX 250703, Plano, TX 75025$199,000
SurgentCpe Vendor201 N KING OF PRUSSIA ROAD STE 37, Radnor, PA 19087$158,000
Revenue and Support

Revenue Composition

Contributions and Grants
$123,470
Program Service Revenue
$2,401,267
Investment Income
$191,758
Other Revenue
$11,362
All Other Contributions
$119,672
Change in Net Assets
$32,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,727,857
Revenue Not Reported on Form 990
$609,191
Total Revenue per Audited Statements
$3,337,048
Total Revenue per Form 990
$2,727,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,860,982
Salaries, Compensation, and Employee Benefits$670,459
Grants and Similar Amounts Paid$164,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$424,809$106,202-$531,011
Conferences and Meetings$405,669--$405,669
Occupancy$190,775--$190,775
Royalties$161,228--$161,228
All Other Expenses$117,069$10,809-$127,878
Grants to Domestic Individuals$127,000--$127,000
Other Employee Benefits$62,692$15,673-$78,365
Other Expenses$65,238$13,983-$65,238
Payroll Taxes$31,514$7,878-$39,392
Grants to Domestic Orgs$37,000--$37,000
Fees for Services Other$26,853$6,713-$33,566
Travel$21,718$5,429-$27,147
Pension Plan Contributions$17,353$4,338-$21,691
Advertising$7,846--$7,846
Office Expenses$2,851$713-$3,564
Information Technology$2,799$700-$3,499
Fees for Services Accounting$1,280$320-$1,600
Total Functional Expenses$2,442,683$252,758$0$2,695,441

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,695,441
Total Expenses per Audited Statements$2,695,441
Total Expenses per Form 990$2,695,441
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ut Permian BasinOdessa, TX501(c)(3)Accounting Scholarships$26,000
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
Fundraising Direct Expenses$12,454
Fundraising Gross Income$9,852
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
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Section A, Line 2

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

Form 990, Part VI, Section A, Line 4

“The accounting education foundation amended the bylaws.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“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, Section B, Line 15A

“The foundation currently has no compensated personnel.”

Form 990, Part VI, Section B, Line 15B

“The foundation currently has no compensated personnel.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its bylaws, most recent tax returns, and combined audit report available on the txcpa website. Other governing documents are available 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
Jacob Briggs
Title
CFO
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Ann Ray
Formed
1957
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
250

Preparer

Firm
Sutton Frost Cary LLP
Address
200 E Front St Suite 200, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer assets from society = $125000”

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, 2024, 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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,958,179
Liabilities
$541,838
Net assets
$7,416,341
Revenue
$2,727,857
Expenses
$2,695,441
Net income
$32,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.54$7.42$2.73$2.70$0.03
2023Summary only. Only limited summary data is available for this year.$7.24$0.59$6.65$2.34$2.49$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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