Accounting Education Foundation

Addison, TX · Founded 1957

Provides accounting education and financial support for CPAs and students in Texas

Primary audience
CPAs and Students
Work area
Professional Education
Topic
Accounting
Contact
Barry Kaplan
Website Contact

About Organization

The Accounting Education Foundation delivers professional development programs for certified public accountants and finance professionals while providing scholarships to accounting students. Based in Addison, TX, the organization operates with approximately 250 volunteers and manages $8.0 million in assets. Founded in 1957, it reported revenue of $2.7 million in 2023.

What They Focus On

Professional Education

Continuing professional development programs for certified public accountants and finance professionals on accounting topics

Student Support

Financial assistance through scholarships and grants to accounting students pursuing professional certification

Profession Advancement

Initiatives to strengthen the accounting profession including peer review and standards promotion

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$2.7M

+744.5% vs 2021

Expenses (2023)

$2.7M

+1565% vs 2021

Assets (2023)

$8.0M

+8.1% vs 2021

Year Revenue Expenses Assets Employees
2023 $2,727,857 $2,695,441 $7,958,179 0
2021 $322,996 $161,890 $7,361,649 0
2020 $323,386 $142,064 $4,589,800 0
2019 $161,220 $169,788 $3,759,856 0
2018 $176,690 $163,954 $3,679,797 0
2017 $377,441 $158,840 $3,662,363 0

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Assess Needs

    Identify educational requirements and opportunities for CPAs and accounting students across Texas

  • 02

    Develop Programs

    Create professional development courses and scholarship opportunities aligned with profession needs

  • 03

    Deliver Education

    Conduct seminars, courses, and training activities through volunteer instructors and staff

  • 04

    Support Growth

    Provide financial assistance to students and resources to advance the accounting profession

Programs and Initiatives

Services and programs offered by Accounting Education Foundation

CPA Education Programs

Professional development courses and seminars on accounting and related subjects for practicing CPAs and finance professionals

Student Financial Assistance

Scholarships and grants to support accounting students pursuing careers in the accounting profession

Profession Advancement

Initiatives and activities designed to promote and strengthen the accounting profession in Texas

Peer Review Services

Quality assurance programs to maintain professional standards and competency among accounting practitioners

Team & Leadership

Meet the people behind Accounting Education Foundation.

BK

Barry Kaplan

Director-Peer Review
EC

Edith C Cogdell

CFO
10 hrs/week
JB

Jacob Briggs

CFO
10 hrs/week
JA

Jodi Ann Ray

President/CEO
10 hrs/week
MH

Melinda H Bentley

COO
8 hrs/week
DC

Diane C Joiner

Chapter Ed-Austin
DP

Dipesh Patel

Technical Reviewer
KB

Kenneth Besserman

Dir-Gov Affairs
SK

Stephanie King

Accounting Manager
8 hrs/week
TP

Tram P Le

Treasurer
1 hrs/week
BR

Blake R Rodgers

Director
CC

Celina Cereceres

Director
MK

Marshall K Pitman

Director
ML

Michael L Brown

Director
TL

Tracie L Miller

Board Member (Term Expiring 2027)
WR

Walter R Stock

Director
BK

Billy Kelley

Chair
AR

Angela Ragan

Chair-Elect
JL

Josh LeBlanc

Treasurer-elect
KR

Kate Rhoden

Secretary
MK

Mohan Kuruvilla

Immediate Past Chair
KB

Kenny Broom

Board Member (Term Expiring 2026)
BE

Bryan Edwards

Board Member (Term Expiring 2026)
EF

Elaine Flesch

Board Member (Term Expiring 2026)
MG

Melanie Geist

Board Member (Term Expiring 2026)
OR

Omar Rodriguez

Board Member (Term Expiring 2027)
CJ

Charlotte Jungen

Board Member (Term Expiring 2027)
JS

Jeff Smith

Board Member (Term Expiring 2027)
AB

Angela Banks

Board Member (Term Expiring 2028)
RB

Ryan Bartholomee

Board Member (Term Expiring 2028)
SB

Sandra Bembenek

Board Member (Term Expiring 2028)
KO

KC Onwuneme

Board Member (Term Expiring 2028)

Milestones

1957

Foundation Established

1957

Accounting Education Foundation founded to support Texas accounting profession

1961

IRS Recognition

1961

Received tax-exempt status from Internal Revenue Service as educational organization

2017

Program Expansion

2017

Revenue increased to $377,441 reflecting growth in educational programs

2023

Major Growth

2023

Revenue reached $2.7 million with expanded reach across Texas CPA community

Associated People

Board members, advisors, and key contributors

Board of Directors

BR
Blake R Rodgers Director 0.25 hrs/week
CC
Celina Cereceres Director 0.25 hrs/week
GD
Gary D McIntosh Chair 0.50 hrs/week
KC
Kathryn C Sharp Secretary 0.25 hrs/week
LL
Lucas Lachance Treasurer 0.25 hrs/week
MD
Mark D Lee Vice Chair 0.25 hrs/week
MK
Marshall K Pitman Director 0.25 hrs/week
ML
Michael L Brown Director 0.25 hrs/week
TL
Tracie L Miller Director 0.25 hrs/week
WR
Walter R Stock Director 0.25 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$250K

Highest Paid

$54K

Jodi Ann Ray

Compensated Officers

8

Name Title Base Other Total Hrs/Wk
Jodi Ann Ray PRES/CEO/Ed $0 $54,186 $54,186 10
Edith C Cogdell-Thru 72024 CFO $0 $33,961 $33,961 10
Melinda H Bentley COO $0 $33,788 $33,788 7.5
Kenneth Besserman DIR-Gov Affairs $0 $30,536 $30,536 —
Diane C Joiner Chapter Ed-Austin $0 $28,641 $28,641 —
Dipesh Patel Technical Reviewer $0 $26,866 $26,866 —
Stephanie King Accounting Manager $0 $26,790 $26,790 7.5
Barry Kaplan Director-Peer Review $0 $15,340 $15,340 —

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with Accounting Education Foundation

Phone

(972) 687-8500

Social

Visit Website
14131 Midway Road 850 Addison, TX 75001