Civic Intelligence

Houston Cpcu Society Chapter

EIN 46-3065977 • 501(c)6 • Sugar Land, TX

Profile

The chapter serves insurance professionals that are looking to furtherbuild their careers by taking advantage of the benefits of membership in the society. It provides its members with opportunities to network with other local insurance professionals, participate in regional programs and projects, attend local educational seminars and conferences, develop their professional skills, participate in leadership training and participate in community service programs.

16922 Fairway Glenn LaneSugar Land, TX 77498

houston.cpcusociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

-0.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,058

Down $2,705 (-5.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$51,058

Down $2,705 (-5.0%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$16,718

Down $96 (-0.6%) from 2020

Expenses

Up

$19,423

Up $11,538 (+146%) from 2020

Net Income

Down

-$2,705

Down $11,634 (-130%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $44,554Liabilities 2013: $02013Assets 2014: $48,940Liabilities 2014: $02014Assets 2015: $48,348Net Assets 2015: $48,3482015Assets 2016: $51,896Net Assets 2016: $51,8962016Assets 2017: $55,037Net Assets 2017: $55,0372017Assets 2018: $45,395Net Assets 2018: $45,3952018Assets 2019: $44,834Net Assets 2019: $44,8342019Assets 2020: $53,763Net Assets 2020: $53,7632020Assets 2021: $51,058Net Assets 2021: $51,0582021

Highlighted filing

2021

Assets$51,058
Liabilities-
Net Assets$51,058
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $26,964Expenses 2013: $24,515Net Income 2013: $2,4492013Revenue 2014: $39,809Expenses 2014: $35,424Net Income 2014: $4,3852014Revenue 2015: $32,846Expenses 2015: $33,437Net Income 2015: -$5912015Revenue 2016: $37,436Expenses 2016: $33,888Net Income 2016: $3,5482016Revenue 2017: $38,695Expenses 2017: $35,554Net Income 2017: $3,1412017Revenue 2018: $32,396Expenses 2018: $42,038Net Income 2018: -$9,6422018Revenue 2019: $33,199Expenses 2019: $33,760Net Income 2019: -$5612019Revenue 2020: $16,814Expenses 2020: $7,885Net Income 2020: $8,9292020Revenue 2021: $16,718Expenses 2021: $19,423Net Income 2021: -$2,7052021

Highlighted filing

2021

Revenue$16,718
Expenses$19,423
Net Income-$2,705
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,058
Liabilities
-
Net assets
$51,058
Revenue
$16,718
Expenses
$19,423
Net income
-$2,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$51.1$51.1$16.7$19.4$2.71
2020Detailed filing. Detailed filing data is available for this year.$53.8$53.8$16.8$7.89$8.93
2019Detailed filing. Detailed filing data is available for this year.$44.8$44.8$33.2$33.8$0.56
2018Detailed filing. Detailed filing data is available for this year.$45.4$45.4$32.4$42.0$9.64
2017Detailed filing. Detailed filing data is available for this year.$55.0$55.0$38.7$35.6$3.14
2016Detailed filing. Detailed filing data is available for this year.$51.9$51.9$37.4$33.9$3.55
2015Detailed filing. Detailed filing data is available for this year.$48.3$48.3$32.8$33.4$0.59
2014Summary only. Only limited summary data is available for this year.$48.9$0.00$39.8$35.4$4.39
2013Summary only. Only limited summary data is available for this year.$44.6$0.00$27.0$24.5$2.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 11, 2022
Return Version
2021v4.0
Gross Receipts
$16,718
Mission and Program Overview

Mission

The chapter serves insurance professionals that are looking to furtherbuild their careers by taking advantage of the benefits of membership in the society. It provides its members with opportunities to network with other local insurance professionals, participate in regional programs and projects, attend local educational seminars and conferences, develop their professional skills, participate in leadership training and participate in community service programs.

Program Services

DescriptionGrantsExpenses
HOLDS LUNCHEON MEETINGS, SEMINARS AND CONFERENCES THROUGHOUT THE YEAR DESIGNED TO KEEP MEMBERS UP TO SPEED ON THE LATEST ISSUES AND OTHER CRITICAL TOPICS AFFECTING THE INSURANCE INDUSTRY.$8,322-
ASSISTS A LOCAL ELEMENTARY SCHOOL AND TEXAS FOUNDATION--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN BROWNTreasurer-$0--
KEVIN BOYKINPresident Elect-$0--
EMILY HALUSKASecretary-$0--
JUDITH SMALLSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Houston Cpcu Society Chapter
EIN
46-3065977
Address
16922 FAIRWAY GLENN LANE, SUGAR LAND, TX 77498

Signing Officer

Name
Melvin Brown
Title
Treasurer
Signed
2022-04-11
Discuss with paid preparer
Yes

Preparer

Firm
G Duane Marshall CPA
Address
405 Swift Hollow Lane, Mountain City, TN 37683
Preparer
G Duane Marshall CPA
Phone
7136900075
Supplemental Narrative

Additional Explanations

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $6961”

Other Expenses.1009

“Depreciation $60”

Other Expenses.1

“LUNCHEON MEETINGS $5274”

Other Expenses.2

“CONFERENCE LUNCHES $3048”

Other Expenses.3

“SOCIAL EVENT $1222”

Other Expenses.4

“DIRECTORS MEETINGS $1156”

Other Expenses.5

“Chapter zoom meetints $157”

Other Assets.1002

“Furniture and Fixtures - Beginning $76 Furniture and Fixtures - Ending $16”

Raw XML Appendix126 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JUDITH SMALLS
IRS990EZ/BooksInCareOfDetail/PhoneNum02817594483
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 56428
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077256
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051042
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016718
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2705
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01545
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053763
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051058
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016718
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053763
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051058
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053763
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELVIN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN BOYKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY HALUSKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDITH SMALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt076
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016
IRS990EZ/OtherExpensesTotalAmt017878
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CHAPTER SERVES INSURANCE PROFESSIONALS THAT ARE LOOKING TO FURTHERBUILD THEIR CAREERS BY TAKING ADVANTAGE OF THE BENEFITS OF MEMBERSHIP IN THE SOCIETY. IT PROVIDES ITS MEMBERS WITH OPPORTUNITIES TO NETWORK WITH OTHER LOCAL INSURANCE PROFESSIONALS, PARTICIPATE IN REGIONAL PROGRAMS AND PROJECTS, ATTEND LOCAL EDUCATIONAL SEMINARS AND CONFERENCES, DEVELOP THEIR PROFESSIONAL SKILLS, PARTICIPATE IN LEADERSHIP TRAINING AND PARTICIPATE IN COMMUNITY SERVICE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTS A LOCAL ELEMENTARY SCHOOL AND TEXAS FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOLDS LUNCHEON MEETINGS, SEMINARS AND CONFERENCES THROUGHOUT THE YEAR DESIGNED TO KEEP MEMBERS UP TO SPEED ON THE LATEST ISSUES AND OTHER CRITICAL TOPICS AFFECTING THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08322
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019423
IRS990EZ/TotalProgramServiceExpensesAmt08322
IRS990EZ/TotalRevenueAmt016718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0houston.cpcusociety.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Payments of Travel or Entertainment for Public Officials $6961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUNCHEON MEETINGS $5274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE LUNCHES $3048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOCIAL EVENT $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DIRECTORS MEETINGS $1156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAPTER ZOOM MEETINTS $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $76 Furniture and Fixtures - Ending $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSTON CPCU SOCIETY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0463065977
ReturnHeader/Filer/USAddress/AddressLine1Txt016922 FAIRWAY GLENN LANE
ReturnHeader/Filer/USAddress/CityNm0SUGAR LAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077498
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760325611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G Duane Marshall CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 Swift Hollow Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mountain City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037683
ReturnHeader/PreparerPersonGrp/PhoneNum07136900075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G Duane Marshall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-11T14:37:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits