Texas Society of Certified Public Accountants Peer Assistance Foundation
Nonprofit profile at a glance
- EIN
- 752551456
- IRS 990-EZ coverage
- 2009–2021
- Forms available
- Form 990-EZ 2021
- Location
- Addison, TX, USA
- Phone
- 9726878500
- Rating confidence
- Limited
- Sector
- Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment
Reported finances
- Revenue
- $82,237
- Expenses
- $154,910
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- JODI ANN RAY (President & CEO)
People named in this filing
- JODI ANN RAY (President & CEO)
- JERREL L CROSS (Director)
- KIMBERLY NNEWLIN-thru 222 (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide assistance to Texas CPAs, CPA candidates and accounting students and their families who are dealing with alcohol or substance abuse, depression, stress or other mental health issues.
What it reported doing in 2021
During the year, the Foundations personnel (including 32 volunteers) provided assistance to a total of 141 CPAs, CPA candidates and/or accounting students in Texas who are dealing with alcohol or substance abuse, depression, stress or other mental health issues.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 100
- Sustainability: 11
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -88.4%; rating input score 9; 9th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0.3% per year; rating input score 100; 60th percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 60th percentile among comparable filings
- Asset growth: -7.5% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 4 of 4 current checks pass
- Schedules: 4 filed schedules
- Filing history: 13 filing years from 2009 to 2021
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 9/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.