TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

As filed

Subsection

06

Classification

2000

Street

14131 MIDWAY RD STE 850

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

The central organization of an IRS group exemption (group number 2503), covering 19 subordinate organizations. matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

• ABILENE

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329244 · ABILENE, TX

• CORPUS CHRISTI

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 74-2592240 · ADDISON, TX

• EAST TEXAS

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329249 · ADDISON, TX

• FORT WORTH

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329251 · ADDISON, TX

• PERMIAN BASIN

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329254 · ADDISON, TX

• SOUTHEAST TEXAS

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 76-0311644 · ADDISON, TX

• VICTORIA

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329257 · ADDISON, TX

• AUSTIN

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329245 · AUSTIN, TX

• RIO GRANDE VALLEY

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 23-7329255 · BROWNSVILLE, TX

• BRAZOS VALLEY

  TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS · EIN 51-0207859 · BRYAN, TX

All 19 subordinates →

Mission and programs · 2024

• MEMBER SERVICES: WITH MORE THAN 28,000 MEMBERS, TXCPA IS THE LARGEST, MOST INFLUENTIAL ASSOCIATION OF ACCOUNTING AND FINANCE PROFESSIONALS IN TEXAS, DEDICATED TO SUPPORTING ONE ANOTHER, AND PROMOTING AND PROTECTING THE VALUE OF THE CPA DESIGNATION. SINCE 1915, OUR MEMBERS HAVE COUNTED ON TXCPA FOR A WIDE ARRAY OF PROFESSIONAL RESOURCES AND TO STAY UP-TO-DATE ON CRITICAL PROFESSIONAL ISSUES. WE ADVANCE THE ACCOUNTING PROFESSION IN TEXAS FROM INFLUENCING POLICY AND REGULATION, TO SHAPING THE PERCEPTION OF CPAS ACROSS THE STATE. WE PROTECT THE ETHICS, INTEGRITY AND HIGH STANDARDS OF OUR PROFESSION. WE PROVIDE RESOURCES, EDUCATION AND PROFESSIONAL DEVELOPMENT TO MAINTAIN EXCELLENCE IN OUR WORK. WE DEFEND AND PROMOTE THE VALUE OF CPAS. WE ARE A POWERFUL BUSINESS NETWORK ACROSS THE STATE. IN CITIES BIG AND SMALL WE FORM A LOCAL COMMUNITY OF SUPPORTIVE FRIENDS AND COLLEAGUES. AND AT COLLEGES AND UNIVERSITIES WE ARE A BEACON FOR THE PROFESSION. OUR MEMBERS ARE HIGHLY TRAINED STRATEGIC ADVISORS, CIVIC LEADERS AND RESPECTED IN THEIR COMMUNITIES. THEY REPRESENT THE BEST OF OUR FIELD, AND WE REPRESENT THEM AS THE ELITE BUSINESS PROFESSIONALS THEY ARE.

• PEER REVIEW: OVER 1,200 FIRMS PARTICIPATED IN THE PEER REVIEW PROGRAM AND TECHNICAL REVIEW SERVICES WERE PROVIDED TO TWO NEIGHBORING STATES. MEMBERS OF AICPA AND TXCPA ARE REQUIRED BY THEIR RESPECTIVE BYLAWS TO BE PRACTICING IN FIRMS THAT ARE ENROLLED IN AN APPROVED PRACTICE MONITORING PROGRAM IF THEY HAVE AN ACCOUNTING AND AUDITING PRACTICE. TEXAS STATE BOARD OF PUBLIC ACCOUNTANCY RULES ALSO REQUIRE ALL TEXAS FIRMS IN PUBLIC PRACTICE TO BE ENROLLED IN AN APPROVED PRACTICE MONITORING PROGRAM.A FIRM IS CONSIDERED TO BE IN PUBLIC PRACTICE IF IT PERFORMS COMPILATIONS OR REVIEWS UNDER THE STATEMENTS ON STANDARDS FOR ACCOUNTING AND REVIEW SERVICES, FORECASTS, PROJECTIONS OR ANY OTHER ENGAGEMENTS UNDER THE STATEMENTS ON STANDARDS FOR ATTESTATION ENGAGEMENTS, ANY AUDITS UNDER THE STATEMENTS ON AUDITING STANDARD OR GOVERNMENTAL AUDITING STANDARDS AND CERTAIN OTHER SPECIAL REPORTS.

• REGULATORY AND LEGISLATIVE: ACCOUNTING PROFESSION, STATE TAXATION AND BUSINESS ISSUES TXCPA IS THE VOICE OF CPAS AT THE TEXAS CAPITOL AND ALL LEVELS OF GOVERNMENT, WORKING TO ADVANCE AND PROTECT THE ACCOUNTING PROFESSION. TXCPA WORKS TO ENSURE STATE LEGISLATORS AND GOVERNMENT AGENCIES UNDERSTAND THE IMPORTANCE OF THE ACCOUNTING PROFESSION TO THE STATE ECONOMY AND TO MAKE SURE THAT THE PROFESSIONS OPINIONS ARE RESPECTED AND UNDERSTOOD.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• JODI ANN RAY

  President & CEO

  Total calculated

  $491,805

  From this org

  $457,005

  From related orgs

  $0

  Other

  $34,800

  Hours/week

  26.75 + 10.75 related

  Schedule J breakdown matched by us

  Base

  $405,763

  Bonus

  $50,000

  Other

  $1,242

  Deferred

  —not reported

  Nontaxable benefits

  $34,800

  Filer's total

  $491,805

• Melinda H Bentley

  Chief Operating

  Total calculated

  $231,529

  From this org

  $195,001

  From related orgs

  $0

  Other

  $36,528

  Hours/week

  29.25 + 8.25 related

  Schedule J breakdown matched by us

  Base

  $183,759

  Bonus

  $10,000

  Other

  $1,242

  Deferred

  $20,369

  Nontaxable benefits

  $16,159

  Filer's total

  $231,529

• KENNETH BESSERMAN

  DIR-GOV AFFAIRS

  Total calculated

  $203,656

  From this org

  $168,460

  From related orgs

  $0

  Other

  $35,196

  Hours/week

  30 + 7.5 related

  Schedule J breakdown matched by us

  Base

  $160,670

  Bonus

  $6,500

  Other

  $1,290

  Deferred

  $18,776

  Nontaxable benefits

  $16,420

  Filer's total

  $203,656

• Dipesh Patel

  Director, Peer Review

  Total calculated

  $183,850

  From this org

  $152,164

  From related orgs

  $0

  Other

  $31,686

  Hours/week

  37.5

  Schedule J breakdown matched by us

  Base

  $146,864

  Bonus

  $5,000

  Other

  $300

  Deferred

  $16,149

  Nontaxable benefits

  $15,537

  Filer's total

  $183,850

• BARRY KAPLAN

  DIRECTOR - LEARNING

  Total calculated

  $177,187

  From this org

  $150,847

  From related orgs

  $0

  Other

  $26,340

  Hours/week

  0 + 37.5 related

  Schedule J breakdown matched by us

  Base

  $146,367

  Bonus

  $2,500

  Other

  $1,980

  Deferred

  $10,206

  Nontaxable benefits

  $16,134

  Filer's total

  $177,187

• Christine Wells

  Technical Reviewer

  Total calculated

  $147,087

  From this org

  $130,701

  From related orgs

  $0

  Other

  $16,386

  Hours/week

  37.5

• Edith C COgdell - Thru 72024

  CFO

  Total calculated

  $146,816

  From this org

  $134,083

  From related orgs

  $0

  Other

  $12,733

  Hours/week

  26.5 + 11 related

• STEPHANIE KING

  ACCOUNTING MANAGER

  Total calculated

  $138,631

  From this org

  $112,463

  From related orgs

  $0

  Other

  $26,168

  Hours/week

  29 + 8.5 related

• Rori Shaw

  Manager Chapter Op

  Total calculated

  $125,724

  From this org

  $101,615

  From related orgs

  $0

  Other

  $24,109

  Hours/week

  36.5 + 1 related

• Jacob Briggs From 92024

  CFO

  Total calculated

  $47,247

  From this org

  $42,758

  From related orgs

  $0

  Other

  $4,489

  Hours/week

  26.5 + 11 related

• TIMOTHY PIKE

  PAST CHAIR

  Total calculated

  $0

  Hours/week

  1 + 0.25 related

• MOHAN KURUVILLA

  CHAIR

  Total calculated

  $0

  Hours/week

  3

• WILLIAM KELLEY

  CHAIR-ELECT

  Total calculated

  $0

  Hours/week

  2

• CHRISTINA MONDRIK

  Treasurer

  Total calculated

  $0

  Hours/week

  1 + 0.25 related

• TRAM LE

  Treasurer-ELECT

  Total calculated

  $0

  Hours/week

  1 + 0.5 related

• DARRELL GROVES

  Secretary

  Total calculated

  $0

  Hours/week

  0.5

• JOSHUA LEBLANC

  Director

  Total calculated

  $0

  Hours/week

  0.5 + 0.25 related

• ELAINE FLESCH

  Director

  Total calculated

  $0

  Hours/week

  0.5

• OMAR RODRIGUEZ

  Director

  Total calculated

  $0

  Hours/week

  0.5

• RYAN BARTHOLOMEE

  Director

  Total calculated

  $0

  Hours/week

  0.5

• BRYAN EDWARDS

  Director

  Total calculated

  $0

  Hours/week

  0.5

• Kelechukwu Onwuneme

  Director

  Total calculated

  $0

  Hours/week

  0.5

• MISTY MATA

  Director

  Total calculated

  $0

  Hours/week

  0.5

• KENNETH BROOM

  Director

  Total calculated

  $0

  Hours/week

  0.5

• AMY TAYLOR

  Director

  Total calculated

  $0

  Hours/week

  0.5

The first 25 listed. 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $7,845,670

  Expenses

  $7,258,317

  Contributions

  $150,186

  Grants paid

  $0

• 2023

  Revenue

  $7,235,156

  Expenses

  $7,123,650

  Contributions

  $134,251

  Grants paid

  $0

• 2022

  Revenue

  $7,177,204

  Expenses

  $7,046,731

  Contributions

  $127,565

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $7,206,756

  Expenses

  $6,528,179

  Assets (EOY)

  $14,362,977

• 2020 · 990

  Revenue

  $7,839,382

  Expenses

  $5,575,532

  Assets (EOY)

  $14,628,060

• 2019 · 990

  Revenue

  $7,183,769

  Expenses

  $6,132,169

  Assets (EOY)

  $10,801,816

• 2018 · 990

  Revenue

  $7,422,157

  Expenses

  $6,833,483

  Assets (EOY)

  $9,943,429

• 2017 · 990

  Revenue

  $7,170,536

  Expenses

  $7,110,555

  Assets (EOY)

  $8,815,985

• 2017 · 990

  Revenue

  $7,170,536

  Expenses

  $7,110,555

  Assets (EOY)

  $8,815,985

• 2016 · 990

  Revenue

  $7,599,141

  Expenses

  $7,077,173

  Assets (EOY)

  $8,353,356

• 2015 · 990

  Revenue

  $6,654,496

  Expenses

  $6,970,551

  Assets (EOY)

  $7,395,207

• 2014 · 990

  Revenue

  $6,378,512

  Expenses

  $6,874,881

  Assets (EOY)

  $7,937,803

• 2013 · 990

  Revenue

  $6,493,590

  Expenses

  $6,730,227

  Assets (EOY)

  $8,363,772

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files