Form 990 for tax year 2022
Filed by TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.
Totals
- Total revenue
- $162,198
- Total expenses
- $164,893
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $150,505
- Investment income
- $5,698
- Other revenue
- $5,995
- Total assets, end of year
- $515,004
- Total liabilities, end of year
- $245,624
- Net assets or fund balances, end of year
- $269,380
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $150,505 · related or exempt $150,505
-
3 · Investment income
total $5,698 · excluded $5,698
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $5,995 · related or exempt $5,995
-
11e · Other revenue, total
$5,995
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $110,400
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $1,340
-
13 · Office expenses
total $3,487
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $34,347
-
17 · Travel
total $3,547
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: MEETINGS
total $6,678
-
24b · Other expenses: COMMITTEE EXPENSE
total $3,419
-
24c · Other expenses: MISCELLANEOUS
total $668
-
24d · Other expenses: AWARDS & GIFTS
total $518
-
24e · All other expenses
total $489
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,386 · end of year $72,412
-
2 · Savings and temporary cash investments
beginning of year $284,087 · end of year $244,165
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $12,961 · end of year $26,610
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $4,046 · end of year $171,817
-
17 · Accounts payable and accrued expenses
end of year $13,138
-
19 · Deferred revenue
beginning of year $47,785 · end of year $63,040
-
25 · Other liabilities
end of year $169,446
-
27 · Net assets without donor restrictions
beginning of year $274,695 · end of year $269,380
Mission and programs · 2022
Mission
Support certified public accountants in Texas and promote the accounting profession.
-
WITH 2,536 MEMBERS, MEMBERSHIP MEETINGS FOR THIS ORGANIZATION ARE HELD UNDER THE 501(c)3 AFFILIATE, TXCPA AUSTIN CPE FOUNDATION, AS CPE IS OFFEREED AT THOSE MEETINGS. THREE NETWORKING AND SOCIAL EVENTS WERE HELD WITH APPROXIMATELY 65 ATTENDEES.
-
TWENTY-FIVE MEMBER COMMITTEE MEETINGS WERE HELD TO DEVELOP PROGRAMS AND COMMUNITY SERVICE PROJECTS PROMOTING THE ACCOUNTING PROFESSION WITH APPROXIMATELY 250 ATTENDEES.
As filed on the 2022 return.
Listed in Part VII
-
Angela Hardy BorneANGELA HARDY BORNE
MGR-COMM INVOLV
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kristy Holmes-HetzelKRISTY HOLMES-HETZEL
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Tracie MillerTRACIE MILLER
President
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
tracy howard
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jennifer BrownJENNIFER BROWN
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Paul MatthewsPAUL MATTHEWS
IMED PAST PRES.
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jeremy MyersJEREMY MYERS
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jan KeelingJAN KEELING
OVERSIGHT CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Tony RossTONY ROSS
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Kate RhodenKATE RHODEN
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Diane JoinerDIANE JOINER
Executive Dir.
- Total calculated
- $0
- Hours/week
- 18.75 + 18.75 related
-
Matthew MalcolmMATTHEW MALCOLM
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Lauren AugustineLAUREN AUGUSTINE
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Connie ClarkCONNIE CLARK
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jim PumphretJIM PUMPHRET
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Christina MondrikCHRISTINA MONDRIK
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Nancy FossNANCY FOSS
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jesus DominguezJESUS DOMINGUEZ
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Larry StephensLARRY STEPHENS
MGR.-ED. & LEAD
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Joyce SmithJOYCE SMITH
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Sarah Finley-BurgessSARAH FINLEY-BURGESS
OVERSIGHT VC
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
David CrumbaughDAVID CRUMBAUGH
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Lara AkinboyeLARA AKINBOYE
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Gary McIntoshGARY MCINTOSH
TXCPA PST CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Donna WeslingDONNA WESLING
TXCPA PST CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Michele HeymanMICHELE HEYMAN
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Elizabeth BaileyELIZABETH BAILEY
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Amanda KleinAMANDA KLEIN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jeannie KwongJEANNIE KWONG
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jason LucioJASON LUCIO
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kara HamannKARA HAMANN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Julie SigetyJULIE SIGETY
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Cecelia O'BrienCECELIA O'BRIEN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Debra WatkinsDEBRA WATKINS
TREASURER ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AUSTIN CHAPTER-TXCPA CPE FOUNDATION
501(C)(3) · CONTINUING EDUCATION · TX · controlled entity
Directly controlled by AUSTIN CHAPTER-TSCPA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401069349300935
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