Form 990 for tax year 2023
Filed by TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.
Totals
- Total revenue
- $278,608
- Total expenses
- $228,837
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $251,617
- Investment income
- $21,228
- Other revenue
- $5,763
- Total assets, end of year
- $760,396
- Total liabilities, end of year
- $131,092
- Net assets or fund balances, end of year
- $629,304
- 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: CORPORATE SPONSORSHIP
total $11,000 · related or exempt $11,000
-
2b · Program service revenue: MEMBERSHIP DUES
total $188,967 · related or exempt $188,967
-
2c · Program service revenue: SEMINARS AND CONTINUING
total $51,650 · related or exempt $51,650
-
3 · Investment income
total $21,228 · excluded $21,228
-
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: other income
total $5,763 · related or exempt $5,763
-
11e · Other revenue, total
$5,763
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 $128,400
-
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 $0
-
13 · Office expenses
total $4,355
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $11,762
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $18,791
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: CPE EXPENSES
total $20,023
-
24b · Other expenses: MEMBER APPRECIATION DAY
total $17,003
-
24c · Other expenses: LEADERSHIP DEVELOPMENT
total $10,863
-
24d · Other expenses: MISCELLANEOUS EXPENSES
total $10,208
-
24e · All other expenses
total $7,432
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $92,878 · end of year $184,483
-
2 · Savings and temporary cash investments
beginning of year $550,042 · end of year $521,215
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $50,701 · end of year $46,440
-
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
-
10a · Land, buildings and equipment: cost or other basis
$10,316
-
10b · Land, buildings and equipment: accumulated depreciation
$10,316
-
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 $13,948 · end of year $8,258
-
17 · Accounts payable and accrued expenses
beginning of year $9,371 · end of year $17,473
-
19 · Deferred revenue
beginning of year $118,665 · end of year $113,619
-
27 · Net assets without donor restrictions
beginning of year $579,533 · end of year $629,304
Mission and programs · 2023
Mission
THE FORT WORTH CHAPTER, TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, (TXCPA), FOUNDED IN 1929, IS AN ORGANIZATION OF APPROXIMATELY 2,600 MEMBERS. THE CHAPTER, TOGETHER WITH THE TXCPA, WORKS TO ENHANCE THE INTEGRITY OF THE CPA CERTIFICATE BY DEVELOPING MEMBERS AND VOLUNTEERS BY IMPLEMENTING PROGRAMS THAT BUILD PROFESSIONAL SKILLS, PROVIDING EDUCATIONAL PROGRAMS, BROADEN PUBLIC PERCEPTION OF CPAS' KNOWLEDGE AND SERVICES, AND FACILITATING MEMBERS' DELIVERY OF SERVICES TO MEET MARKET NEEDS.
Activities or mission (Part I)
ADVANCE THE PROFESSION OF PUBLIC ACCOUNTANCY.
-
ADVANCE THE PROFESSION OF PUBLIC ACCOUNTING, AID PROMOTE AND DEVELOP EDUCATION RESEARCH AND COMMUNICATIONS RELATING TO THE STUDY OF TEACHING AND PRACTICE OF PUBLIC ACCOUNTANCY AND PROMOTE INDEPENDENCE AND INTEGRITY THEREIN.2,611 MEMBERS - 13 CPE EVENTS WERE HELD WITH 527 ATTENDEES; 15 COMMITTEE MEETINGS WERE HELD WITH 120 ATTENDEES.
As filed on the 2023 return.
Listed in Part VII
-
Andrew HallANDREW HALL
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Jacob BriggsJACOB BRIGGS
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Daphne AlexanderDAPHNE ALEXANDER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Sandra BembenekSANDRA BEMBENEK
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Tram LeTRAM LE
PAST President
- Total calculated
- $0
- Hours/week
- 0.5
-
Kimberly Knox-LewisKIMBERLY KNOX-LEWIS
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Lindsey KennimerLINDSEY KENNIMER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Joshua WillsonJOSHUA WILLSON
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary Tonniges JrGARY TONNIGES JR
President-ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephanie ShanerSTEPHANIE SHANER
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Katelyn StrittmatterKATELYN STRITTMATTER
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Ken HuffmanKEN HUFFMAN
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Allyson BaumeisterALLYSON BAUMEISTER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Phillip HernandezPHILLIP HERNANDEZ
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Stephanie BuduhanSTEPHANIE BUDUHAN
TREASURER-ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff EatonJEFF EATON
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Darren HarriottDARREN HARRIOTT
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Ben JohnsBEN JOHNS
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Amanda JohnsonAMANDA JOHNSON
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Jonathan CameronJONATHAN CAMERON
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris LucasCHRIS LUCAS
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Ashley VossASHLEY VOSS
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Norman Robbins IIINORMAN ROBBINS III
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Tatiana MarkovTATIANA MARKOV
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Christine BessertCHRISTINE BESSERT
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Rachel GlasserRACHEL GLASSER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Megan TerrellMEGAN TERRELL
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Lei TestaLEI TESTA
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Jennifer DavisJENNIFER DAVIS
Executive Dir.
- Total calculated
- $0
- Hours/week
- 40
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520449349300942
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.