TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS CPE FOUNDATION INC

EIN: 751558652 501(c)(3)

ADDISON, TX

Total Revenue
$2,697,834
Total Expenses
$2,341,467
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
TX
Principal Officer
JODI ANN RAY
Phone
9726878500
Tax Period
2021-06-01 to 2022-05-31

TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS CPE FOUNDATION INC, founded in 1977, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2021. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 13% surplus.

Mission

To advance and encourage education and research in accounting, and to provide educational programs and activities on accounting and related subjects for members of the Texas Society of Certified Public Accountants and other interested parties.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $92,300
Program Service Revenue $2,538,730
Investment Income $66,804
Other Revenue $0
TOTAL REVENUE $2,697,834

Expense Breakdown

Grants Paid $0
Salaries & Benefits $470,707
Fundraising Expenses $0
Program Expenses $1,956,118
Other Expenses $1,870,760
TOTAL EXPENSES $2,341,467

Year-over-Year Comparison

2021 2020 Change
Revenue $2,697,834 $2,091,023 +0.3%
Expenses $2,341,467 $1,433,824 +0.6%
Net Income $356,367 $657,199 -0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
231
Independent Members
230
Employees
N/A
Volunteers
350

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$721,763
Total Directors
2
$446,162
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODI ANN RAY President & CEO 7.50
Officer Director
$0 $46,640 $446,162
EDITH C COGDELL-from 1220 CFO 7.50
Officer
$0 $17,059 $206,318
JERREL L CROSS DIRECTOR 0.00
$0 $32,715 $204,441
MELINDA H BENTLEY DIR-MEMBERSHIP, MARKETING 7.50
$0 $28,550 $187,651
KIMBERLY N NEWLIN-THRU 22022 DIR-LEARNING 37.50
$0 $26,911 $177,336
KENNETH BESSERMAN DIR-GOVERNMENTAL AFFAIRS 0.00
$0 $14,127 $168,062
DIANE C JOINER MANAGER-GOV AFFAIR 0.00
$0 $26,548 $150,695
DIPASH PATEL TECHNICAL REVIEWER 0.00
$0 $23,627 $142,937
ADEBIMPE MCMILLON TECHNICAL REVIEWER 0.00
$0 $21,737 $133,144
STEPHEN R PHILLIPS-THRU 121 CFO 7.50
Officer
$0 $13,657 $69,283
SEE ATTACHED FOR REMAINING BOD SEE ATTACHED 125.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $2,697,834 $2,341,467 No data $356,367
2021 $2,091,023 $1,433,824 $2,708,612 $657,199
2020 $2,453,724 $2,287,247 $1,921,095 $166,477
2019 $2,431,710 $2,502,423 $2,064,040 $-70,713
2018 $2,684,737 $2,649,430 $2,136,465 $35,307
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