Civic Intelligence

Houston Cpcu Society Chapter

990EZ • Fiscal year 2020 • EIN 46-3065977

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 23, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

94th percentile

53%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-49%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,763

Up $8,929 (+20%) from 2019

Net Assets

Up

$53,763

Up $8,929 (+20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$16,814

Down $16,385 (-49%) from 2019

Expenses

Down

$7,885

Down $25,875 (-77%) from 2019

Net Income

Up

$8,929

Up $9,490 (+1692%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$53,763
Liabilities-
Net Assets$53,763
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$16,814
Expenses$7,885
Net Income$8,929
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 23, 2021
Return Version
2020v4.0
Gross Receipts
$16,814
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.$4,747-
ASSISTS A LOCAL ELEMENTARY SCHOOL AND TEXAS FOUNDATION$1,003-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN BROWNTreasurer-$0--
KEVIN BOYKINPresident Elect-$0--
CONNIE GILLILANDSecretary-$0--
JUDITH SMALLSPresident-$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
Melvin Brown
Title
Treasurer
Signed
2021-03-23
Discuss with paid preparer
Yes

Preparer

Firm
G Duane Marshall CPA
Address
9219 Mauna Loa Ln, Houston, TX 77040
Preparer
G Duane Marshall CPA
Phone
7136900075
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $250”

Other Expenses.1009

“Depreciation $93”

Other Expenses.1

“LUNCHEON MEETINGS $2373”

Other Expenses.2

“DIRECTORS MEETINGS $1499”

Other Expenses.3

“SOCIAL EVENT $625”

Other Expenses.4

“RENTAL $226”

Other Expenses.5

“EDUCATIONAL EXP $94”

Other Expenses.6

“MISCELLANEOUS $73”

Other Expenses.7

“PAYPAL EXP $4”

Other Assets.1002

“Furniture and Fixtures - Beginning $169 Furniture and Fixtures - Ending $76”

Raw XML Appendix132 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/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/BOYAmt044665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053687
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016814
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08929
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01645
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044834
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053763
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01003
IRS990EZ/GrossReceiptsAmt016814
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044834
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053763
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044834
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053763
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/PersonNm2CONNIE GILLILAND
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/BOYAmt0169
IRS990EZ/OtherAssetsTotalDetail/EOYAmt076
IRS990EZ/OtherExpensesTotalAmt05237
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/GrantsAndAllocationsAmt01003
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14747
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07885
IRS990EZ/TotalProgramServiceExpensesAmt05750
IRS990EZ/TotalRevenueAmt016814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0houston.cpcusociety.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUNCHEON MEETINGS $2373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORS MEETINGS $1499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOCIAL EVENT $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENTAL $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATIONAL EXP $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYPAL EXP $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $169 Furniture and Fixtures - Ending $76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
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 Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other 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/SignatureDt02021-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSTON CPCU SOCIETY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0463065977
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56428
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077256
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760325611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G Duane Marshall CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09219 Mauna Loa Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077040
ReturnHeader/PreparerPersonGrp/PhoneNum07136900075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G Duane Marshall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-23T14:03:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,763
Liabilities
-
Net assets
$53,763
Revenue
$16,814
Expenses
$7,885
Net income
$8,929
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