Civic Intelligence

Texas Society of Certified Public Accountants-Victoria Chapter

990EZ • Fiscal year 2018 • EIN 23-7329257

Jun 01, 2017 to May 31, 2018 • Filed on Sep 12, 2018

PO Box 1562Victoria, TX 77902

(361) 578-2915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-7.9%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$60,184

Down $5,160 (-7.9%) from 2017

Net Assets

Down

$60,184

Down $5,160 (-7.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,609

Down $12,173 (-28%) from 2017

Expenses

Up

$36,768

Up $6,071 (+20%) from 2017

Net Income

Down

-$5,159

Down $18,244 (-139%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $23,833Net Assets 2011: $23,8332011Assets 2012: $37,938Net Assets 2012: $37,9382012Assets 2013: $47,505Net Assets 2013: $47,5052013Assets 2014: $44,871Net Assets 2014: $44,8712014Assets 2015: $45,171Net Assets 2015: $45,1712015Assets 2016: $52,258Net Assets 2016: $52,2582016Assets 2017: $65,344Net Assets 2017: $65,3442017Assets 2018: $60,184Net Assets 2018: $60,1842018Assets 2019: $69,618Net Assets 2019: $69,6182019Assets 2020: $85,027Net Assets 2020: $85,0272020Assets 2021: $99,089Net Assets 2021: $99,0892021Assets 2022: $76,767Liabilities 2022: $5,929Net Assets 2022: $70,8382022Assets 2023: $82,650Liabilities 2023: $5,905Net Assets 2023: $76,7452023Assets 2024: $84,289Liabilities 2024: $6,592Net Assets 2024: $77,6972024

Highlighted filing

2018

Assets$60,184
Liabilities-
Net Assets$60,184

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $55,220Expenses 2011: $52,300Net Income 2011: $2,9202011Revenue 2012: $46,377Expenses 2012: $32,272Net Income 2012: $14,1052012Revenue 2013: $38,545Expenses 2013: $28,979Net Income 2013: $9,5662013Revenue 2014: $42,827Expenses 2014: $45,460Net Income 2014: -$2,6332014Revenue 2015: $42,232Expenses 2015: $41,933Net Income 2015: $2992015Revenue 2016: $44,614Expenses 2016: $37,527Net Income 2016: $7,0872016Revenue 2017: $43,782Expenses 2017: $30,697Net Income 2017: $13,0852017Revenue 2018: $31,609Expenses 2018: $36,768Net Income 2018: -$5,1592018Revenue 2019: $45,316Expenses 2019: $35,882Net Income 2019: $9,4342019Revenue 2020: $53,230Expenses 2020: $37,821Net Income 2020: $15,4092020Revenue 2021: $23,004Expenses 2021: $8,941Net Income 2021: $14,0632021Revenue 2022: $22,357Expenses 2022: $50,608Net Income 2022: -$28,2512022Revenue 2023: $46,849Expenses 2023: $40,942Net Income 2023: $5,9072023Revenue 2024: $18,532Expenses 2024: $17,580Net Income 2024: $9522024

Highlighted filing

2018

Revenue$31,609
Expenses$36,768
Net Income-$5,159
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 12, 2018
Return Version
2017v2.3
Gross Receipts
$31,609
Mission and Program Overview

Mission

To provide opportunities to advance and maintain the integrity of the cpa profession.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION OPPORTUNITIES FOR LOCAL CPAS AND ACCOUNTANTS.-$19,243
REGULATION AND PROMOTION OF THE CPA PROFESSION.-$17,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE W NOACKPresident-$0--
ANDREW MERRYMANPresident El-$0--
JOSHUA HANCHETTPres. El. Nm-$0--
MEGAN BRUCHMILLER WILLIAMSSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Victoria Chapter - Texas Society of
EIN
23-7329257
Phone
3615782915
Address
PO BOX 1562, VICTORIA, TX 77902

Signing Officer

Name
Andrew Merryman
Title
President Elect
Phone
3615782915
Signed
2018-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Roloff Hnatek and Co Llp
Address
120 S MAIN ST SUITE 300, VICTORIA, TX 77901
Preparer
Russell a Hodon
Phone
3615782915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 60 total 60

Form 990-ez, Part I, Line 16

Expenses continuing education 18,626 cpe refunds 617 meeting expense 4,862 miscellaneous expense 105 office supplies 6 postage 54 secretarial costs 4,971 travel 5,465 website 475 accounting 937 sports 650 total 36,768

Form 990-ez, Part III

To provide opportunities to advance and maintain the integrity of the cpa profession.

Raw XML Appendix111 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOROTHY STRELCZYK
IRS990EZ/BooksInCareOfDetail/PhoneNum03615782915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE TWENTY SOUTH MAIN SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VICTORIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0779022486
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5159
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060184
IRS990EZ/GrossReceiptsAmt031609
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08584
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065343
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065343
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060184
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE W NOACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW MERRYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSHUA HANCHETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN BRUCHMILLER WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRES. EL. NM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036768
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE OPPORTUNITIES TO ADVANCE AND MAINTAIN THE INTEGRITY OF THE CPA PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt022905
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION OPPORTUNITIES FOR LOCAL CPAS AND ACCOUNTANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REGULATION AND PROMOTION OF THE CPA PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019243
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036768
IRS990EZ/TotalProgramServiceExpensesAmt036768
IRS990EZ/TotalRevenueAmt031609
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://VICTORIACPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 60 TOTAL 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONTINUING EDUCATION 18,626 CPE REFUNDS 617 MEETING EXPENSE 4,862 MISCELLANEOUS EXPENSE 105 OFFICE SUPPLIES 6 POSTAGE 54 SECRETARIAL COSTS 4,971 TRAVEL 5,465 WEBSITE 475 ACCOUNTING 937 SPORTS 650 TOTAL 36,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE OPPORTUNITIES TO ADVANCE AND MAINTAIN THE INTEGRITY OF THE CPA PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW MERRYMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum03615782915
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VICTORIA CHAPTER - TEXAS SOCIETY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/Filer/BusinessNameControlTxt0VICT
ReturnHeader/Filer/EIN0237329257
ReturnHeader/Filer/PhoneNum03615782915
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1562
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD38C000517345123FD61273C05B4A5C33AF86D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA83C61CB928B52CC4FABFFD302B9E778E123B7A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.180.6.4
ReturnHeader/FilingSecurityInformation/IPDt02018-09-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:25:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741249829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLOFF HNATEK AND CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 S MAIN ST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077901
ReturnHeader/PreparerPersonGrp/PhoneNum03615782915
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL A HODON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-12T11:25:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$84.3$6.59$77.7$18.5$17.6$0.95
2023Detailed filing. Detailed filing data is available for this year.$82.7$5.91$76.7$46.8$40.9$5.91
2022Detailed filing. Detailed filing data is available for this year.$76.8$5.93$70.8$22.4$50.6$28.3
2021Detailed filing. Detailed filing data is available for this year.$99.1$99.1$23.0$8.94$14.1
2020Detailed filing. Detailed filing data is available for this year.$85.0$85.0$53.2$37.8$15.4
2019Detailed filing. Detailed filing data is available for this year.$69.6$69.6$45.3$35.9$9.43
2018Detailed filing. Detailed filing data is available for this year.$60.2$60.2$31.6$36.8$5.16
2017Detailed filing. Detailed filing data is available for this year.$65.3$65.3$43.8$30.7$13.1
2016Detailed filing. Detailed filing data is available for this year.$52.3$52.3$44.6$37.5$7.09
2015Detailed filing. Detailed filing data is available for this year.$45.2$45.2$42.2$41.9$0.30
2014Detailed filing. Detailed filing data is available for this year.$44.9$44.9$42.8$45.5$2.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$47.5$38.5$29.0$9.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$37.9$46.4$32.3$14.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$55.2$52.3$2.92