Accounting Education Foundation
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.
Accounting Education Foundation at a glance
In short: Accounting Education Foundation gave $36K across 2 grants in 2025 (avg $18K), mostly in Texas. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $36,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $18,000
- +0.0% vs 2024
- Median grant
- $18,000
- Total assets
- $8,609,833
- +8.2% vs 2024
- Primary geography
- Texas (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Accounting Education Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was UT Permian Basin ($26K). Together the top 2 received $36K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Accounting Education Foundation gives
- Giving grew 260% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2019) to $36K (2025). In 2025 it made 2 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UT Permian Basin Odessa, TX | Accounting Scholarships | $26,000 |
| Aicpa Foundation Durham, NC | Minority Scholarships | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $8,609,833 | $2,776,203 | $2,545,299 | $36,000 | 2 | $265,686 |
| 2024 | $7,958,179 | $2,727,857 | $2,695,441 | $36,000 | 2 | $191,758 |
| 2023 | $7,239,549 | $2,338,386 | $2,487,974 | $31,500 | 2 | $172,387 |
| 2022 | $7,361,649 | $322,996 | $161,890 | $10,000 | 1 | $149,032 |
| 2021 | $4,589,800 | $323,386 | $142,064 | $10,000 | 1 | $250,229 |
| 2020 | $3,759,856 | $161,220 | $169,788 | $10,000 | 1 | $81,234 |
| 2019 | $3,679,797 | $176,690 | $163,954 | $10,000 | 1 | $103,934 |
About Accounting Education Foundation
Based on IRS filings
Accounting Education Foundation is a public charity focused on Academics, based in Addison, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $8.6M in total assets. In 2025, it awarded 2 grants totaling $36K. Net investment income was $266K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Accounting Education Foundation is led by Jodi Ann Ray, President, CEO & Executive Director since 2023 (on filings since 2019); none of the 17 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jodi Ann Ray
President, CEO & Executive Director
President & CEO → President, CEO & Executive Director, 2023
On filings since 2019
10 hrs/week
No compensation reported
Gary D. McIntosh
Chair
Trustee → President, 2022
President → Chair, 2023
On filings since 2021
0.5 hrs/week
No compensation reported
Kenneth Besserman
Director Govt. Affairs
Director → Dir-Gov Affairs, 2022
Dir-Gov Affairs → Director Govt. Affairs, 2025
On filings since 2021
No compensation reported
Michael L. Brown
Director
Trustee → Secretary & Treasurer, 2022
Secretary & Treasurer → Director, 2023
On filings since 2021
0.3 hrs/week
No compensation reported
Dipesh Patel
Director Peer Review
Technical Reviewer → Director Peer Review, 2025
On filings since 2022
No compensation reported
Tram P. Le
Director & Coord. Officer
Trustee → Director & Coord. Officer, 2023
On filings since 2022
0.5 hrs/week
No compensation reported
Blake R. Rodgers
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Celina Cereceres
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Tracie L. Miller
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Barry Kaplan
Director & Learning
Director-Peer Review → Director & Learning, 2025
On filings since 2024
37.5 hrs/week
No compensation reported
Melinda H. Bentley
COO
Director → Dir-Membership & Marketing, 2022
Dir-Membership & Marketing → COO, 2023
On filings since 2020
7.5 hrs/week
No compensation reported
Lucas Lachance
Treasurer
On filings since 2023
0.5 hrs/week
No compensation reported
Mark D. Lee
Vice Chair
On filings since 2023
0.5 hrs/week
No compensation reported
Stephanie King
Accounting Manager
On filings since 2023
7.5 hrs/week
No compensation reported
Jacob Briggs
CFO
On filings since 2024
10 hrs/week
No compensation reported
Christine Wells
Technical Reviewer
New on the 2025 filing
No compensation reported
Rori Shaw
Mng & Chapter Ops
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (31)
- Former: Edith C. Cogdell (2021–2025) — CFO · Filing note: Thru 72024
- Former: Diane C. Joiner (2020–2024) — Chapter Ed-Austin
- Former: Marshall K. Pitman (2021–2024) — Director
- Former: Kathryn C. Sharp (2023–2024) — Secretary
- Former: Walter R. Stock (2023–2024) — Director
- Former: Jerrel L. Cross (2020–2023) — Director-Peer Review
- Former: Kathryn W. Kapka (2021–2023) — Director
- Former: Adebimpe McMillon (2022–2023) — Technical Reviewer
- Former: Lei D. Testa (2019–2022) — Trustee
- Former: Stephen R. Phillips (2019–2022) — CFO · Filing note: Thru 121
- Former: Kimberly N. Newlin (2020–2022) — Dir-Learning · Filing note: Thru 222
- Former: Alyssa G. Martin (2021–2022) — Trustee
- Former: Arthur M. Agulnek (2021–2022) — Trustee
- Former: Blaise C. Bender (2021–2022) — Trustee
- Former: BRYAN P MORGAN Jr. (2021–2022) — Trustee
- Former: Charlotte M. Jungen (2021–2022) — Vice President
- Former: Fred J. Timmons (2021–2022) — Trustee
- Former: Jerry L. Love (2021–2022) — Trustee
- Former: Nancy E. Foss (2021–2022) — Trustee
- Former: Ricardo Colon (2021–2022) — Trustee
- Former: Anne-Marie T. Lelkes (2022) — Trustee
- Former: Sheila A. Enriquez (2022) — Chairman Elect
- Former: Tracy L. Miller-Nobles (2022) — Trustee
- Former: Bryan L. Garza (2020–2021) — Director · Filing note: Thru 321
- Former: Frank B. Arnold (2021) — Vice President
- Former: Jason B. Freeman (2021) — Trustee
- Former: Tracie L. Miller-Nobles (2021) — Trustee
- Former: Benjamin C. Simiskey (2019) — Treasurer
- Former: Stephen G. Parker (2019) — Chairman
- Former: William D. Schneider (2019) — Secretary
- Former: William J. Kelley (2019) — Treasurer-Elect
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Accounting Education Foundation
How much does Accounting Education Foundation give each year?
Accounting Education Foundation gave $36K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $36K across 2 grants.
How large is Accounting Education Foundation?
Accounting Education Foundation reported $8.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.8M.
What is Accounting Education Foundation?
Accounting Education Foundation is a public charity focused on Academics, based in Addison, TX. It holds $8.6M in total assets as of 2025.
Where does Accounting Education Foundation operate?
Accounting Education Foundation has awarded grants in North Carolina, Texas.
What is Accounting Education Foundation's EIN?
Accounting Education Foundation's EIN (Employer Identification Number) is 75-6026826. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS April 15, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 15, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 15, 2026)
Live grants for the work Accounting Education Foundation funds
Education Open opportunities, soonest deadline first.
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