PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Texas Society Of Certified Public Accountants Cpe Foundation Inc

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Graduate, Professional Schools (Separate Entities) (B51Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.7M (2022)

Expenses
$2.34M (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,697,834
Expenses
$2,341,467
Net Income
$356,367
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,300
3.4%
Program Services $2,538,730
94.1%
Investment Income $37,271
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,533
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $358,044
15.3%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Jodi Ann Ray (President & Ceo) $0 $399,522 $46,640
Edith C Cogdell From 1220 (Cfo) $0 $189,259 $17,059
Jerrel L Cross (Director) $0 $171,726 $32,715
Melinda H Bentley (Dir Membership, Marketing) $0 $159,101 $28,550
Kimberly N Newlin Thru 22022 (Dir Learning) $0 $150,425 $26,911
Kenneth Besserman (Dir Governmental Affairs) $0 $153,935 $14,127
Diane C Joiner (Manager Gov Affair) $0 $124,147 $26,548
Dipash Patel (Technical Reviewer) $0 $119,310 $23,627
Adebimpe Mcmillon (Technical Reviewer) $0 $111,407 $21,737
Stephen R Phillips Thru 121 (Cfo) $0 $55,626 $13,657
See Attached For Remaining Bod (See Attached) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,091,023
Expenses
$1,433,824
Net Income
$657,199
Net Assets
$2,430,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,728
1.8%
Program Services $1,942,270
92.9%
Investment Income $33,618
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78,407
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $304,579
21.2%
Assets/Debt
Total Assets $2,708,612
Total Liabilities $277,885
Net Assets $2,430,727
Compensation
Key Employees and Officers Compensation Related Other
Jodi Ann Ray (President & Ceo) $0 $345,200 $42,789
Stephen R Phillips Thru 121 (Cfo) $0 $204,258 $36,051
Jerrel L Cross (Director) $0 $158,228 $32,716
Kimberly N Newlin Thru 222 (Director) $0 $138,872 $26,520
Melinda H Bentley (Director) $0 $136,720 $28,117
Diane C Joiner (Manager) $0 $117,850 $25,420
Bryan L Garza Thru 321 (Director) $0 $111,790 $22,640
Kenneth Besserman (Director) $0 $111,093 $10,372
Edith C Cogdell From 1220 (Cfo) $0 $19,692 $0
See Attached For Remaining Bod (See Attached) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,453,724
Expenses
$2,287,247
Net Income
$166,477
Net Assets
$1,483,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,417,382
98.5%
Investment Income $36,342
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $489,376
21.4%
Assets/Debt
Total Assets $1,921,095
Total Liabilities $437,561
Net Assets $1,483,534
Compensation
Key Employees and Officers Compensation Related Other
Jodi A Ray (President & Ceo) $0 $312,511 $45,139
Stephen Phillips (Cfo) $0 $199,516 $31,418
Jerrel Cross (Director) $0 $160,531 $31,593
Kimberly Newlin (Director) $0 $138,614 $25,455
Melinda Bentley (Director) $0 $133,000 $25,983
Diane Joiner (Manager) $0 $118,036 $24,915
Brian Garza (Director) $0 $114,383 $16,953
See Attached For Remaining Bod (See Attached) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,431,710
Expenses
$2,502,423
Net Income
-$70,713
Net Assets
$1,271,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,380,318
97.9%
Investment Income $39,722
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,670
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $517,940
20.7%
Assets/Debt
Total Assets $2,064,040
Total Liabilities $792,514
Net Assets $1,271,526
Compensation
Key Employees and Officers Compensation Related Other
Jodi A Ray (President & Ceo) $0 $322,590 $22,581
Stephen Parker (Chairman) $0 $0 $0
Lei Testa (Chairman Elect) $0 $0 $0
Benjamin C Simisky (Treasurer) $0 $0 $0
William J Kelley (Treasurer Elect) $0 $0 $0
William D Schneider (Secretary) $0 $0 $0
See Attached For Remaining Bod (See Attached) $0 $0 $0
Stephen R Phillips (Cfo) $0 $197,676 $19,767

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,684,737
Expenses
$2,649,430
Net Income
$35,307
Net Assets
$1,344,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,576,459
96.0%
Investment Income $108,278
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $462,915
17.5%
Assets/Debt
Total Assets $2,136,465
Total Liabilities $792,015
Net Assets $1,344,450
Compensation
Key Employees and Officers Compensation Related Other
Susan Adams (Director) $0 $0 $0
Timothy Adler (Director) $0 $0 $0
Arthur Agulnek (Director) $0 $0 $0
Sheila K Alley (Director) $0 $0 $0
Stephen A Aman (Director) $0 $0 $0
Kym Anderson (Director) $0 $0 $0
Mark A Anderson (Director) $0 $0 $0
Robert E Anderson Ii (Director) $0 $0 $0
Katy Avenson (Director) $0 $0 $0
John E Baines (Director) $0 $0 $0
Ryan G Bartholomee (Director) $0 $0 $0
C Wayne Barton (Director) $0 $0 $0
Allyson B Baumeister (Director) $0 $0 $0
Richard T Baumeister Jr (Director) $0 $0 $0
Brian C Baumler (Director) $0 $0 $0
Sarah E Berry (Director) $0 $0 $0
E Leroy Bolt (Director) $0 $0 $0
Brandon R Booker (Director) $0 $0 $0
Belen D Briones (Director) $0 $0 $0
Shannon Brittain (Director) $0 $0 $0
Kenneth A Broom (Director) $0 $0 $0
Michael Lbrown (Director) $0 $0 $0
Marylyn M Byrd (Director) $0 $0 $0
Austin Carlson (Director) $0 $0 $0
Anne M Carpenter (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,914,878
Expenses
$3,027,313
Net Income
-$112,435
Net Assets
$1,309,145
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,750,556
94.4%
Investment Income $164,322
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $470,238
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,956,755
Total Liabilities $647,610
Net Assets $1,309,145
Compensation
Key Employees and Officers Compensation Related Other
Shannon D Adams (Director) $0 $0 $0
Susan Adams (Director) $0 $0 $0
Timothy Adler (Director) $0 $0 $0
Arthur Agulnek (Director) $0 $0 $0
Kym Anderson (Director) $0 $0 $0
Robert E Anderson Ii (Director) $0 $0 $0
Billy M Atkinson Jr (Director) $0 $0 $0
Katy Avenson (Director) $0 $0 $0
John E Baines (Director) $0 $0 $0
Ryan G Bartholomee (Director) $0 $0 $0
Allyson B Baumeister (Director) $0 $0 $0
Richard T Baumeister Jr (Director) $0 $9 $0
Brian C Baumler (Director) $0 $0 $0
Cheryl A Bellamy (Director) $0 $0 $0
Blaise C Bender (Director) $0 $0 $0
Sarah E Berry (Director) $0 $0 $0
E Leroy Bolt (Director) $0 $0 $0
Brandon R Booker (Director) $0 $0 $0
Belen D Briones (Director) $0 $0 $0
Kenneth A Broom (Director) $0 $0 $0
Bradley D Brown (Director) $0 $0 $0
Michael Lbrown (Director) $0 $0 $0
Roger D Burks Jr (Director) $0 $0 $0
Austin Carlson (Director) $0 $0 $0
Anne M Carpenter (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,923,217
Expenses
$3,150,992
Net Income
-$227,775
Net Assets
$1,421,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,937,263
> 100%
Investment Income -$14,046
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $112,077
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $324,585
10.3%
Assets/Debt
Total Assets $2,127,306
Total Liabilities $705,724
Net Assets $1,421,582
Compensation
Key Employees and Officers Compensation Related Other
Shannon D Adams (Diector) $0 $0 $0
Susan Adams (Director) $0 $0 $0
Arthur Agulnek (Director) $0 $0 $0
Kym Anderson (Director) $0 $0 $0
Robert E Anderson Ii (Director) $0 $0 $0
Frank B Arnold (Director) $0 $0 $0
Billy M Atkinson Jr (Director) $0 $0 $0
Katy Avenson (Director) $0 $0 $0
John E Baines (Director) $0 $0 $0
Ryan G Bartholomee (Director) $0 $0 $0
C Wayne Barton (Director) $0 $0 $0
Allyson B Baumeister (Director) $0 $0 $0
Richard T Baumeister Jr (Director) $0 $0 $0
Michelle A Beaty (Director) $0 $0 $0
Cheryl A Bellamy (Director) $0 $0 $0
Blaise C Bender (Director) $0 $0 $0
Sarah E Berry (Director) $0 $0 $0
Brandon R Booker (Director) $0 $0 $0
Carol J Boyd (Director) $0 $0 $0
Belen D Briones (Director) $0 $0 $0
Michael Lbrown (Director) $0 $0 $0
Austin Carlson (Director) $0 $0 $0
Anne M Carpenter (Director) $0 $0 $0
Janae Chamblee (Director) $0 $0 $0
Samuel Cheng (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,168,737
Expenses
$3,239,725
Net Income
-$70,988
Net Assets
$1,649,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,131,815
98.8%
Investment Income $36,922
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $131,389
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $284,685
8.8%
Assets/Debt
Total Assets $2,416,157
Total Liabilities $766,802
Net Assets $1,649,355
Compensation
Key Employees and Officers Compensation Related Other
Susan Adams (Director) $0 $0 $0
Arthur Agulnek (Director) $0 $0 $0
Koshy Alexander (Director) $0 $0 $0
Kym Anderson (Director) $0 $0 $0
Mark Anderson (Director) $0 $0 $0
Robert E Anderson Ii (Director) $0 $0 $0
Frank B Arnold (Director) $0 $0 $0
Billy M Atkinson Jr (Director) $0 $0 $0
Katy Avenson (Director) $0 $0 $0
John E Baines (Director) $0 $0 $0
Ryan G Bartholomee (Director) $0 $0 $0
C Wayne Barton (Director) $0 $0 $0
Allyson B Baumeister (Director) $0 $0 $0
Richard T Baumeister Jr (Director) $0 $0 $0
Cheryl A Bellamy (Director) $0 $0 $0
Blaise C Bender (Director) $0 $0 $0
Sarah E Berry (Director) $0 $0 $0
Raymond H Best (Director) $0 $0 $0
E Leroy Bolt (Director) $0 $0 $0
Carol J Boyd (Director) $0 $0 $0
John A Braden (Director) $0 $0 $0
Stephanie L Braislin (Director) $0 $0 $0
Bradley D Brown (Director) $0 $0 $0
Michael Lbrown (Director) $0 $0 $0
Sandra Kay F Brown (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,167,887
Expenses
$3,503,366
Net Income
-$335,479
Net Assets
$1,658,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,111,661
98.2%
Investment Income $41,989
1.3%
Bond Proceeds $0
Royalties $14,010
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $227
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $248,652
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $274,585
7.8%
Assets/Debt
Total Assets $2,377,703
Total Liabilities $719,453
Net Assets $1,658,250
Compensation
Key Employees and Officers Compensation Related Other
David Acosta (Director) $0 $0 $0
Susan Adams (Director) $0 $0 $0
Arthur Agulnek (Director) $0 $0 $0
Koshy Alexander (Director) $0 $0 $0
Kym Anderson (Director) $0 $0 $0
Mark Anderson (Director) $0 $0 $0
Robert E Anderson Ii (Director) $0 $0 $0
Frank B Arnold (Director) $0 $0 $0
Billy M Atkinson Jr (Director) $0 $0 $0
Katy Avenson (Director) $0 $0 $0
John E Baines (Director) $0 $0 $0
Ryan G Bartholomee (Director) $0 $0 $0
C Wayne Barton (Director) $0 $0 $0
Allyson B Baumeister (Director) $0 $0 $0
Richard T Baumeister Jr (Director) $0 $0 $0
Blaise C Bender (Director) $0 $0 $0
Jacob B Bezner (Director) $0 $0 $0
E Leroy Bolt (Director) $0 $0 $0
Carol J Boyd (Director) $0 $0 $0
John A Braden (Director) $0 $0 $0
Mary Lee Brooks (Director) $0 $0 $0
Bradley D Brown (Director) $0 $0 $0
Michael Lbrown (Director) $0 $0 $0
Sandra Kay F Brown (Director) $0 $0 $0
Chris W Busch (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,193,770
Expenses
$3,767,033
Net Income
-$573,263
Net Assets
$1,862,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,145,087
98.5%
Investment Income $37,708
1.2%
Bond Proceeds $0
Royalties $10,975
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $210,443
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $378,828
10.1%
Assets/Debt
Total Assets $2,536,460
Total Liabilities $673,746
Net Assets $1,862,714

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,574,260
Expenses
$3,815,127
Net Income
-$240,867
Net Assets
$2,254,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,590,874
> 100%
Investment Income -$28,023
Bond Proceeds $0
Royalties $8
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,401
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $215,373
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,998,544
Total Liabilities $744,359
Net Assets $2,254,185

Document Links

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,085,218
Expenses
$3,965,768
Net Income
$119,450
Net Assets
$2,495,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,741,938
91.6%
Investment Income $225,141
5.5%
Bond Proceeds $0
Royalties $58,344
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $59,795
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $210,953
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $364,239
9.2%
Assets/Debt
Total Assets $3,355,946
Total Liabilities $860,894
Net Assets $2,495,052

Document Links

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »