Civic Intelligence

Accounting Education Foundation of the Texas Society of Cpas Inc.

990 • Fiscal year 2025 • EIN 75-6026826

Jun 01, 2024 to May 31, 2025 • Filed on Apr 15, 2026

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.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.18x

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

59th percentile

8.3%

Higher net margin than 59% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$515,522

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

1.8%

Faster revenue growth than 40% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$8,609,833

Up $1,370,284 (+19%) from 2023

Net Assets

Up

$8,097,698

Up $1,447,964 (+22%) from 2023

Liabilities

Down

$512,135

Down $77,680 (-13%) from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Up

$2,776,203

Up $437,817 (+19%) from 2023

Expenses

Up

$2,545,299

Up $57,325 (+2.3%) from 2023

Net Income

Up

$230,904

Up $380,492 (+254%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$10M$5.0M$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 2025: $8,609,833Liabilities 2025: $512,135Net Assets 2025: $8,097,6982025

Highlighted filing

2025

Assets$8,609,833
Liabilities$512,135
Net Assets$8,097,698
Open 2025 Filing

Operations Trend

Revenue Growth40th 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 2025: $2,776,203Expenses 2025: $2,545,299Net Income 2025: $230,9042025

Highlighted filing

2025

Revenue$2,776,203
Expenses$2,545,299
Net Income$230,904
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 15, 2026
Return Version
2024v5.2
Gross Receipts
$3,120,405
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$6,452,429$7,068,435▲ $616,006
Savings and Temporary Cash Investments$865,750$887,284▲ $21,534
Cash and Non-Interest-Bearing Accounts$277,785$277,342▼ $443
Land, Buildings, and Equipment, Net-$86,625-
Prepaid Expenses and Deferred Charges$73,460$50,054▼ $23,406
Accounts Receivable$179,100$16,012▼ $163,088
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$7,958,179$8,609,833▲ $651,654
Other Assets Total$109,655$224,081▲ $114,426
Liabilities
Deferred Revenue$433,891$380,756▼ $53,135
Accounts Payable and Accrued Expenses$107,947$131,379▲ $23,432
Total Liabilities$541,838$512,135▼ $29,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,924,801$7,412,069▲ $487,268
Net Assets With Donor Restrictions$491,540$685,629▲ $194,089
Total Net Assets Fund Balance$7,416,341$8,097,698▲ $681,357
Total Liabilities and Net Assets / Fund Balance$7,958,179$8,609,833▲ $651,654

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$86,625$267,747-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,578,931$241,322▲ $525,663$522,878$4,823,038
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
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Christine WellsTechnical Reviewer-$147,087$147,087
Edith C Cogdell-thru 72024CFOPT$146,816$146,816
Stephanie KingAccounting ManagerPT$138,631$138,631
Rori ShawMng, Chapter Ops-$125,724$125,724
Jacob Briggs-from 92024CFOPT$47,247$47,247

Board Members and Trustees

NameTitle
Gary D McintoshChair
Mark D LeeVice Chair
Blake R RodgersDirector
Celina CereceresDirector
Michael L BrownDirector
Tracie L MillerDirector
Kenneth BessermanDirector Govt. Affairs
Dipesh PatelDirector Peer Review
Barry KaplanDirector, Learning
Melinda H BentleyCOO
Tram P LeDir/coord. Off
Jodi Ann RayPres/CEO/ed
Lucas LachanceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Business Professionals NetworkCpe VendorPO BOX 250703, Plano, TX 75025$154,276
SurgentCpe Vendor201 N KING OF PRUSSIA ROAD STE 37, Radnor, PA 19087$132,751
Norris Conference CentersConference Center2525 W Anderson Ln 365, austin, TX 78757$122,052
Revenue and Support

Revenue Composition

Contributions and Grants
$237,744
Program Service Revenue
$2,292,608
Investment Income
$265,686
Other Revenue
$-19,835
All Other Contributions
$103,247
Change in Net Assets
$230,904

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,817,433
Revenue Not Reported on Financial Statements
$-41,230
Revenue Not Reported on Form 990
$450,452
Other Revenue Adjustments
$-41,230
Total Revenue per Audited Statements
$3,267,885
Total Revenue per Form 990
$2,776,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,640,338
Salaries, Compensation, and Employee Benefits$737,811
Grants and Similar Amounts Paid$167,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$466,959$116,740-$583,699
Conferences and Meetings$447,900--$447,900
Royalties$141,020--$141,020
Grants to Domestic Individuals$131,150--$131,150
Other Employee Benefits$57,318$14,329-$71,647
Fees for Services Other$38,719$9,680-$48,399
Information Technology$38,335$9,584-$47,919
Payroll Taxes$37,522$9,381-$46,903
All Other Expenses$35,518$5,913-$41,431
Grants to Domestic Orgs$36,000--$36,000
Pension Plan Contributions$28,450$7,112-$35,562
Other Expenses$19,536$4,884-$24,420
Advertising$15,847--$15,847
Fees for Services Accounting-$9,949-$9,949
Office Expenses$1,463$366-$1,829
Travel$258--$258
Occupancy$250--$250
Total Functional Expenses$2,277,361$267,938$0$2,545,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,586,529
Total Expenses per Audited Statements$2,586,529
Total Expenses per Form 990$2,545,299
Expenses Not Reported on Financial Statements$-41,230
Other Expense Adjustments$-41,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ut Permian BasinOdessa, TX501(c)3Accounting Scholarships$26,000
Aicpa FoundationDurham, NC501(c)3Minority Scholarships$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,229
Fundraising Gross Income$15,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$23,390-$221-
Chapter Scholarship$126,150$15,043$3,473$11,570
Total Events$149,540$15,043$41,229$-26,186
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
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, 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 B, Line 11B

“The chief financial officer (cfo) for the texas society of cpas reviews a draft of the return with the cpa preparer. The cfo discusses any issues that arise with the board chairperson or other appropriate board member.”

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

Form 990, Part VIII Income From Fundraising Events

“The net economic benefit from our fundraising event is calculated as follows:Contributions from fundraising event reported on Part VIII, line 1c $ 265,668Gross income from fundraising event reported on Part VIII, line 8a $ 6,162Less: Direct costs of event reported on part VIII, Line 8b $ (142,075) Net economic benefit of fundraising event $ 129,755”

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
2026-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Ann Ray
Formed
1957
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
118

Preparer

Firm
Sutton Frost Cary LLP
Address
200 E Front St Suite 200, Arlington, TX 76011
Preparer
Ileana Gamillo Esparza
Phone
8176498083
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“00 = $100000”

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, 2025, 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.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Intercompany transfer $100000”

Raw XML AppendixShowing 400 of 799 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. Peer Review
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director, Learning
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Accounting Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt8Mng, Chapter Ops
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,609,833
Liabilities
$512,135
Net assets
$8,097,698
Revenue
$2,776,203
Expenses
$2,545,299
Net income
$230,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.61$0.51$8.10$2.78$2.55$0.23
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