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ACCOUNTING EDUCATION FOUNDATION OF THE TEXAS SOCIETY OF CPAS INC

EIN 75-6026826 ADDISON, TX

Revenue 2024
$2,776,203
Expenses 2024
$2,545,299

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
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).

Mission and programs · 2024

Mission

PROVIDE EDUCATIONAL PROGRAMS AND ACTIVITIES ON ACCOUNTING AND RELATED SUBJECTS FOR CPAS AND FINANCE PROFESSIONALS. PROVIDE FINANCIAL ASSISTANCE TO ACCOUNTING STUDENTS AND TO ADVANCE THE ACCOUNTING PROFESSION.

  • CONTINUING PROFESSIONAL EDUCATIONAL COURSES IN ACCOUNTING, FINANCE, BUSINESS LAW, TAXATION, AND MISCELLANEOUS OTHER SUBJECTS.

    Expenses $2,110,211 · Revenue $2,292,608

  • ACCOUNTING SCHOLARSHIPS: REWARD TEXAS' OUTSTANDING ACCOUNTING STUDENTS, BASED ON ACADEMIC ACHIEVEMENT. COLLEGE FACULTY SELECT CANDIDATES FOR CONSIDERATION. ADVANCE THE ACCOUNTING PROFESSION THROUGH STUDENT PROGRAM INITIATIVES.

    Expenses $167,150 · Grants $167,150

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

    PRES/CEO/ED

    Total calculated
    $515,522
    From this org
    $0
    From related orgs
    $457,005
    Other
    $58,517
    Hours/week
    10 + 27.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $405,763 related
    Bonus
    not reported + $50,000 related
    Other
    not reported + $1,242 related
    Deferred
    not reported + $34,800 related
    Nontaxable benefits
    not reported + $23,717 related
    Filer's total
    not reported + $515,522 related

  • MELINDA H BENTLEY

    COO

    Total calculated
    $231,529
    From this org
    $0
    From related orgs
    $195,001
    Other
    $36,528
    Hours/week
    7.5 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $183,759 related
    Bonus
    not reported + $10,000 related
    Other
    not reported + $1,242 related
    Deferred
    not reported + $20,369 related
    Nontaxable benefits
    not reported + $16,159 related
    Filer's total
    not reported + $231,529 related

  • Kenneth Besserman

    Dir. Govt. Affairs

    Total calculated
    $203,656
    From this org
    $0
    From related orgs
    $168,460
    Other
    $35,196
    Hours/week
    0 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $160,670 related
    Bonus
    not reported + $6,500 related
    Other
    not reported + $1,290 related
    Deferred
    not reported + $18,776 related
    Nontaxable benefits
    not reported + $16,420 related
    Filer's total
    not reported + $203,656 related

  • Dipesh Patel

    Dir. Peer Review

    Total calculated
    $183,850
    From this org
    $0
    From related orgs
    $152,164
    Other
    $31,686
    Hours/week
    0 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $146,864 related
    Bonus
    not reported + $5,000 related
    Other
    not reported + $300 related
    Deferred
    not reported + $16,149 related
    Nontaxable benefits
    not reported + $15,537 related
    Filer's total
    not reported + $183,850 related

  • BARRY KAPLAN

    Director, Learning

    Total calculated
    $177,187
    From this org
    $0
    From related orgs
    $150,847
    Other
    $26,340
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    not reported + $146,367 related
    Bonus
    not reported + $2,500 related
    Other
    not reported + $1,980 related
    Deferred
    not reported + $10,206 related
    Nontaxable benefits
    not reported + $16,134 related
    Filer's total
    not reported + $177,187 related

  • Christine Wells

    Technical Reviewer

    Total calculated
    $147,087
    From this org
    $0
    From related orgs
    $130,701
    Other
    $16,386
    Hours/week
    0 + 37.5 related

  • EDITH C COGDELL-THRU 72024

    CFO

    Total calculated
    $146,816
    From this org
    $0
    From related orgs
    $134,083
    Other
    $12,733
    Hours/week
    10 + 27.5 related

  • Stephanie King

    Accounting Manager

    Total calculated
    $138,631
    From this org
    $0
    From related orgs
    $112,463
    Other
    $26,168
    Hours/week
    7.5 + 30 related

  • RORI SHAW

    Mng, Chapter Ops

    Total calculated
    $125,724
    From this org
    $0
    From related orgs
    $101,615
    Other
    $24,109
    Hours/week
    1 + 36.5 related

  • JACOB BRIGGS-FROM 92024

    CFO

    Total calculated
    $47,247
    From this org
    $0
    From related orgs
    $42,758
    Other
    $4,489
    Hours/week
    10 + 27.5 related

  • MICHAEL L BROWN

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • CELINA CERECERES

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • LUCAS LACHANCE

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • MARK D LEE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • GARY D MCINTOSH

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • TRACIE L MILLER

    Director

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related

  • BLAKE R RODGERS

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • TRAM P LE

    DIR/COORD. OFF

    Total calculated
    $0
    Hours/week
    0.5 + 1 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. 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
    $2,776,203
    Expenses
    $2,545,299
    Contributions
    $237,744
    Grants paid
    $167,150
  • 2023
    Revenue
    $2,727,857
    Expenses
    $2,695,441
    Contributions
    $123,470
    Grants paid
    $164,000
  • 2022
    Revenue
    $2,338,386
    Expenses
    $2,487,974
    Contributions
    $103,369
    Grants paid
    $157,500

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
    $322,996
    Expenses
    $161,890
    Assets (EOY)
    $7,361,649

  • 2020 · 990

    Revenue
    $323,386
    Expenses
    $142,064
    Assets (EOY)
    $4,589,800

  • 2019 · 990

    Revenue
    $161,220
    Expenses
    $169,788
    Assets (EOY)
    $3,759,856

  • 2018 · 990

    Revenue
    $176,690
    Expenses
    $163,954
    Assets (EOY)
    $3,679,797

  • 2017 · 990

    Revenue
    $377,441
    Expenses
    $158,840
    Assets (EOY)
    $3,662,363

  • 2016 · 990

    Revenue
    $382,679
    Expenses
    $172,363
    Assets (EOY)
    $3,443,762

  • 2015 · 990

    Revenue
    $75,612
    Expenses
    $172,221
    Assets (EOY)
    $3,233,447

  • 2013 · 990

    Revenue
    $349,156
    Expenses
    $164,495
    Assets (EOY)
    $3,190,745

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $189,940
    Assets (EOY)
    $3,006,254

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $180,246
    Assets (EOY)
    $2,753,749

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

Where these grants went next →

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.

Declared on its 2024 return

Declared as related by

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.

Related corporations and trusts on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.