Civic Intelligence

Houston Cpcu Society Chapter

990EZ • Fiscal year 2017 • EIN 46-3065977

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

Organization Profilehouston.cpcusociety.org
PO Box 56428Houston, TX 77256

(281) 759-4483

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

64th percentile

8.1%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

3.4%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,037

Up $3,141 (+6.1%) from 2016

Net Assets

Up

$55,037

Up $3,141 (+6.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$38,695

Up $1,259 (+3.4%) from 2016

Expenses

Up

$35,554

Up $1,666 (+4.9%) from 2016

Net Income

Down

$3,141

Down $407 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2017

Assets$55,037
Liabilities-
Net Assets$55,037
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$38,695
Expenses$35,554
Net Income$3,141
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.2
Gross Receipts
$38,695
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.$25,918-
ASSISTS A LOCAL ELEMENTARY SCHOOL AND TEXAS FOUNDATION$3,440-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN LEATHERTreasurer-$0--
BRANDON YARBROUGHPresident Elect-$0--
JUDITH SMALLSSecretary-$0--
NOAH KLEINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Houston Cpcu Society Chapter
EIN
46-3065977
Address
PO BOX 56428, HOUSTON, TX 77256

Signing Officer

Name
Jonathan Leather
Title
Treasurer
Signed
2018-03-27
Discuss with paid preparer
Yes

Preparer

Firm
G Duane Marshall CPA
Address
5600 NW Central DR STE 105, Houston, TX 77092
Preparer
G Duane Marshall CPA
Phone
7136900075
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $215”

Other Expenses.1

“LUNCHEON MEETINGS $11625”

Other Expenses.2

“CONFERENCE EXPENSE $7803”

Other Expenses.3

“CONFERENCE $2964”

Other Expenses.4

“DIRECTORS MEETINGS $2491”

Other Expenses.5

“1-DAYS SUPPORT $2063”

Other Expenses.6

“SOCIAL EVENT $1884”

Other Expenses.7

“Promotions/publicity $494”

Other Expenses.8

“PO BOX EXP $236”

Other Expenses.9

“BANK AND OTHER FEES $172”

Other Expenses.10

“CE FILINGS $51”

Other Assets.1002

“Furniture and Fixtures - Beginning $407 Furniture and Fixtures - Ending $468”

Raw XML Appendix131 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/PhoneNum02817594483
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 56428
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077256
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051489
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051896
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055037
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN LEATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON YARBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDITH SMALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NOAH KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0407
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0468
IRS990EZ/OtherExpensesTotalAmt029998
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/PrintingPublicationsPostageAmt043
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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/GrantsAndAllocationsAmt03440
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt125918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035554
IRS990EZ/TotalProgramServiceExpensesAmt029358
IRS990EZ/TotalRevenueAmt038695
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0houston.cpcusociety.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEON MEETINGS $11625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCE EXPENSE $7803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE $2964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTORS MEETINGS $2491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51-DAYS SUPPORT $2063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENT $1884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROMOTIONS/PUBLICITY $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PO BOX EXP $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK AND OTHER FEES $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CE FILINGS $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Fixtures - Beginning $407 Furniture and Fixtures - Ending $468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Leather
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSTON CPCU SOCIETY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0463065977
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56428
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077092
ReturnHeader/PreparerPersonGrp/PhoneNum07136900075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G Duane Marshall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-27T07:40:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,037
Liabilities
-
Net assets
$55,037
Revenue
$38,695
Expenses
$35,554
Net income
$3,141
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