Civic Intelligence

Houston Cpcu Society Chapter

990EZ • Fiscal year 2018 • EIN 46-3065977

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 22, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

9th percentile

-30%

Higher net margin than 9% 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

19th percentile

-18%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,395

Down $9,642 (-18%) from 2017

Net Assets

Down

$45,395

Down $9,642 (-18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$32,396

Down $6,299 (-16%) from 2017

Expenses

Up

$42,038

Up $6,484 (+18%) from 2017

Net Income

Down

-$9,642

Down $12,783 (-407%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$45,395
Liabilities-
Net Assets$45,395
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$32,396
Expenses$42,038
Net Income-$9,642
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 22, 2019
Return Version
2018v3.1
Gross Receipts
$32,396
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.$40,376-
ASSISTS A LOCAL ELEMENTARY SCHOOL AND TEXAS FOUNDATION$1,662-
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
2019-02-22
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.1005

“Travel $9468”

Other Expenses.1009

“Depreciation $186”

Other Expenses.1

“CONFERENCE EXPENSE $7879”

Other Expenses.2

“LUNCHEON MEETINGS $7301”

Other Expenses.3

“CONFERENCE $4935”

Other Expenses.4

“SOCIAL EVENT $2909”

Other Expenses.5

“DIRECTORS MEETINGS $2436”

Other Expenses.6

“1-DAYS SUPPORT $1950”

Other Expenses.7

“Promotions/publicity $596”

Other Expenses.8

“BANK AND OTHER FEES $312”

Other Expenses.9

“PO BOX EXP $250”

Other Expenses.10

“MISCELLANEOUS $98”

Other Expenses.11

“CE FILINGS $62”

Other Assets.1002

“Furniture and Fixtures - Beginning $468 Furniture and Fixtures - Ending $282”

Raw XML Appendix133 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/BOYAmt054569
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045113
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9642
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01994
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045395
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01662
IRS990EZ/GrossReceiptsAmt032396
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032396
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055037
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045395
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055037
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045395
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/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/BOYAmt0468
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0282
IRS990EZ/OtherExpensesTotalAmt038382
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/GrantsAndAllocationsAmt01662
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt140376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042038
IRS990EZ/TotalProgramServiceExpensesAmt042038
IRS990EZ/TotalRevenueAmt032396
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0houston.cpcusociety.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $9468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCE EXPENSE $7879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LUNCHEON MEETINGS $7301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE $4935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOCIAL EVENT $2909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIRECTORS MEETINGS $2436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt71-DAYS SUPPORT $1950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROMOTIONS/PUBLICITY $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK AND OTHER FEES $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PO BOX EXP $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CE FILINGS $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Furniture and Fixtures - Beginning $468 Furniture and Fixtures - Ending $282
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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Leather
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-22
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/AddressLine1Txt05600 NW Central DR STE 105
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/ReturnTs02019-02-22T12:16:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,395
Liabilities
-
Net assets
$45,395
Revenue
$32,396
Expenses
$42,038
Net income
-$9,642
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