Form 990 for tax year 2022
Filed by AUSTIN CPA CONTINUING PROFESSIONAL EDUCATION FOUNDATION.
Totals
- Total revenue
- $147,239
- Total expenses
- $257,163
- Contributions and grants received
- $14,717
- Grants paid
- $10,750
- Program service revenue
- $120,390
- Investment income
- $10,745
- Other revenue
- $1,387
- Total assets, end of year
- $626,174
- Total liabilities, end of year
- $328,609
- Net assets or fund balances, end of year
- $297,565
- Program services expenses (Part IX)
- $146,718
- Management and general expenses
- $110,445
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $146,718
Program services were 57.1% 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.
-
1f · All other contributions, gifts and grants
$14,717
-
2a · Program service revenue: CPE FEE INCOME
total $93,140 · related or exempt $93,140
-
2b · Program service revenue: CPE SPONSORSHIP INCOME
total $27,250 · related or exempt $27,250
-
3 · Investment income
total $10,745 · excluded $10,745
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $462
-
6c · Rental income or loss
real property $462
-
6d · Net rental income or loss
total $462 · excluded $462
-
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: OTHER INCOME
total $925 · related or exempt $925
-
11e · Other revenue, total
$925
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $10,750 · program services $10,750
-
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 · management and general $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 $653 · program services $653
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $3,405 · program services $3,405
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $60,840 · program services $60,840
-
17 · Travel
total $0
-
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: COURSE FEES
total $34,532 · program services $34,532
-
24b · Other expenses: SPEAKER HONORARIA
total $16,745 · program services $16,745
-
24c · Other expenses: BANK & CREDIT CARD FEES
total $8,461 · program services $8,461
-
24d · Other expenses: SCHOLARSHIP FUND COSTS
total $6,451 · program services $6,451
-
24e · All other expenses
total $4,926 · program services $4,881 · management and general $45
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $26,631 · end of year $18,254
-
2 · Savings and temporary cash investments
beginning of year $11,812 · end of year $1,813
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $4,349
-
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
beginning of year $8,476 · end of year $8,667
-
10a · Land, buildings and equipment: cost or other basis
$29,323
-
10b · Land, buildings and equipment: accumulated depreciation
$29,323
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $398,472 · end of year $295,146
-
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
end of year $297,945
-
17 · Accounts payable and accrued expenses
beginning of year $11,158 · end of year $23,832
-
19 · Deferred revenue
beginning of year $15,175 · end of year $4,250
-
25 · Other liabilities
end of year $300,527
-
31 · Retained earnings, endowment or other funds
beginning of year $419,058 · end of year $297,565
Mission and programs · 2022
Mission
TO PROVIDE CONTINUING EDUCATION FOR CPAS.
-
THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS THAT KEEP CPAS ABREAST OF CURRENT DEVELOPMENTS IN ACCOUNTING. 22 CPE PROGRAMS WERE CONDUCTED DURING THE YEAR FOR 472 ATTENDEES. ONE CHAPTER MEETING WITH 45 ATTENDEES WAS HELD. THREE FUNDRAISING EVENTS WITH 71 ATTENDEES WERE HELD.
Expenses $146,718 · Grants $10,750
As filed on the 2022 return.
Listed in Part VII
-
Tracy HowardTRACY HOWARD
MEMBER-AT-LARGE
- 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
-
Jennifer BrownJENNIFER BROWN
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
-
Paul MatthewsPAUL MATTHEWS
IMED PAST PRES.
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Lara AkinboyeLARA AKINBOYE
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Tracie MillerTRACIE MILLER
President
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Jason LucioJASON LUCIO
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jeremy MyersJEREMY MYERS
TXCPA DIRECTORS
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Anthony RossANTHONY ROSS
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
David CrumbaughDAVID CRUMBAUGH
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jan KeelingJAN KEELING
MEMBER-AT-LARGE
- 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
-
Matthew MalcomMATTHEW MALCOM
TXCPA Director
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Larry StephensLARRY STEPHENS
MNGR-ED & LEAD
- 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
-
Jeannie KwongJEANNIE KWONG
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
-
Joyce SmithJOYCE SMITH
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Sarah-Burgess FinleySARAH-BURGESS FINLEY
OVERSIGHT VICE
- 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
-
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
-
Jim PumphretJIM PUMPHRET
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
-
Kate RhodenKATE RHODEN
TXCPA DIRECTOR
- 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
-
Angela Hardy BorneANGELA HARDY BORNE
MNGR-COM. INVOL
- 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
-
Michele HeymanMICHELE HEYMAN
TXCPA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Debra WatkinsDEBRA WATKINS
TREASURER ELECT
- 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
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---TEXAS SOCIETY OF CPAS
501(C)(6) · SUPPORT TEXAS CPAS & PROMOTE ACCNT PROF · TX
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411069349301566
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