Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
990 • Fiscal year 2015 • EIN 74-1988533
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Liabilities / Revenue
73rd percentile
Higher debt load relative to revenue than 73% of similar nonprofits.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 10.3% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Assets
Up$1,952,799
Up $3,615 (+0.2%) from 2014
Net Assets
Up$1,320,891
Up $80,254 (+6.5%) from 2014
Liabilities
Down$631,908
Down $76,639 (-11%) from 2014
Revenue
Down$1,603,562
Down $30,896 (-1.9%) from 2014
Expenses
Down$1,483,721
Down $110,767 (-6.9%) from 2014
Net Income
Up$119,841
Up $79,871 (+200%) from 2014
Develop, promote, and present programs of continuing education and professional development interest to cpas in the houston area. The foundation also has fundraising programs for endowments and chartiable causes
Develop, promote, and present programs of continuing education and professional development interest to cpas in the houston area. The foundation also has fundraising programs for endowments and charitable causes.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $713,040 | $735,685 | ▲ $22,645 |
| Investments Other Securities | $532,101 | $559,851 | ▲ $27,750 |
| Cash and Non-Interest-Bearing Accounts | $310,357 | $226,305 | ▼ $84,052 |
| Savings and Temporary Cash Investments | $106,820 | $204,425 | ▲ $97,605 |
| Land, Buildings, and Equipment, Net | $149,850 | $105,071 | ▼ $44,779 |
| Prepaid Expenses and Deferred Charges | $56,023 | $81,831 | ▲ $25,808 |
| Accounts Receivable | $80,993 | $39,631 | ▼ $41,362 |
| Total Assets | $1,949,184 | $1,952,799 | ▲ $3,615 |
| Liabilities | |||
| Other Liabilities | $484,104 | $361,646 | ▼ $122,458 |
| Accounts Payable and Accrued Expenses | $160,214 | $143,859 | ▼ $16,355 |
| Deferred Revenue | $64,229 | $126,403 | ▲ $62,174 |
| Total Liabilities | $708,547 | $631,908 | ▼ $76,639 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $828,834 | $929,626 | ▲ $100,792 |
| Temporarily Rstr Net Assets | $291,411 | $327,870 | ▲ $36,459 |
| Unrestricted Net Assets | $120,392 | $63,395 | ▼ $56,997 |
| Total Net Assets Fund Balance | $1,240,637 | $1,320,891 | ▲ $80,254 |
| Total Liabilities and Net Assets / Fund Balance | $1,949,184 | $1,952,799 | ▲ $3,615 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $35,929 | $190,074 | $226,003 |
| Leasehold Improvements | $69,142 | $40,434 | $109,576 |
| Other Securities | $559,851 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $1,010,794 | $174,397 | ▲ $27,990 | $67,059 | $1,137,347 |
| 2013 | $901,034 | $85,108 | ▲ $104,128 | $66,580 | $1,010,794 |
| 2012 | $719,793 | $202,017 | ▲ $51,166 | $71,942 | $901,034 |
| 2011 | $504,106 | $308,212 | - | $92,525 | $719,793 |
| 2010 | $227,751 | $309,325 | ▲ $36,881 | $69,851 | $504,106 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Nancy Rutledge | Executive Di | PT | $49,426 | $115,326 | $164,752 |
| Nancy Rutledge | Executive Director | - | $49,426 | - | $49,426 |
| Name | Title |
|---|---|
| Carol Warley CPA | President |
| Gerrad Heep CPA | President El |
| Benjamin Simiskey CPA | Director |
| Casey Stewart CPA | Director |
| Cindi Johnson CPA | Director |
| David Donnelly CPA | Director |
| Donna Lanier CPA | Director |
| Holly Zhang CPA | Director |
| Janelle Jones CPA | Director |
| Jim Stinson CPA | Director |
| Kelly Hunter CPA | Director |
| Lupe Garcia CPA | Director |
| Lynn Menard CPA | Director |
| Mohan Kuruvilla CPA | Director |
| Robin Lunsford CPA | Director |
| Scott Barker CPA | Director |
| Stephen King CPA | Director |
| Susan Sample CPA | Director |
| Tonja Rodriguez CPA | Director |
| Wade Egmon CPA | Director |
| Thomas Degeorgio CPA | Imd Past Pre |
| Gail Neely CPA | Secretary |
| Sheila Enriquez CPA | Treasurer |
| Ramsey Womack CPA | Treasurer El |
| Debra Seefeld CPA | Vice Preside |
| Line Item | Amount |
|---|---|
| Other Expenses | $966,525 |
| Salaries, Compensation, and Employee Benefits | $263,378 |
| Grants and Similar Amounts Paid | $253,818 |
| Total Fundraising Expense | $66,765 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $253,818 | - | - | $253,818 |
| Other Salaries and Wages | $106,819 | $41,889 | $16,503 | $165,211 |
| Occupancy | $102,564 | $20,948 | $20,948 | $144,460 |
| Office Expenses | $63,609 | $4,874 | $4,867 | $73,350 |
| Advertising | $52,044 | - | - | $52,044 |
| Current Officers, Directors, Trustees, and Key Employees | $26,690 | $16,311 | $6,425 | $49,426 |
| Depreciation Depletion | $32,510 | $6,966 | $6,966 | $46,442 |
| Other Employee Benefits | $17,573 | $10,739 | $4,230 | $32,542 |
| Other Expenses | $28,654 | $990 | $559 | $30,203 |
| Payroll Taxes | $8,747 | $5,346 | $2,106 | $16,199 |
| Information Technology | $11,117 | $2,382 | $2,382 | $15,881 |
| All Other Expenses | $3,413 | $8,911 | - | $12,324 |
| Fees for Services Accounting | - | $10,500 | - | $10,500 |
| Conferences and Meetings | $5,166 | $3,390 | $1,244 | $9,800 |
| Insurance | $1,675 | $1,024 | $403 | $3,102 |
| Fees for Service Investment Mgmnt Fees | - | $2,524 | - | $2,524 |
| Total Functional Expenses | $1,274,682 | $142,274 | $66,765 | $1,483,721 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,560,205 |
| Expenses per Audited Statements | $1,483,721 |
| Total Expenses per Form 990 | $1,483,721 |
| Expenses Not Reported on Form 990 | $76,484 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Make-a-wish of TX Gulf Coast & La | Houston, TX | - | Charitable Donation | $65,759 |
| CPA Helping Schools | - | - | Education | $62,059 |
| SANTA'S CPAS | Houston, TX | - | Education | $9,564 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $76,483 |
| Fundraising Gross Income | $28,875 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Scholars | $287,278 | - | - | - |
| Golf Classic | $88,650 | $28,875 | $7,679 | $21,196 |
| Total Events | $387,732 | $28,875 | $76,483 | $-47,608 |
| Liability | Amount |
|---|---|
| Payable to Affiliate | $361,646 |
“Membership is through the houston cpa society, which is related to the houston tscpa foundation.”
“Members elect the executive board and some other committee members.”
“The form 990 is reviewed by treasurer, executive director, president, and controller before filing. Then the form 990 is distributed to the full board of directors in the normal course of business.”
“Board members must sign a conflict of interest policy at the beginning of each year. If any items are thought to be conflicting, they are brought up and discussed with the board and a determination is made.”
“The process for determining the compensation for the executive director and controller involves review by the personnel committee using data as to compensation for similar situated organizations. The compensation of the executive director and controller recommended by personnel committee is presented to the full board for final approval.”
“Compensation for all employees will be reviewed at least annually in april or may by the personnel committee. Final approval of total recommended increases, if any, shall be the responsibility of the full board, consistent with the approved budget.”
“The organization makes the governing documents available on website www.houstoncpa.org, and makes the financial statements available through written request to the organization.”
“Develop, promote, and present programs of continuing education and professional development interest to cpas in the houston area. The foundation also has fundraising programs for endowments and charitable causes.”
“Direct fundraising expenses 76,484 direct fundraising expenses -76,484”
“1/cpas helping schools - grants to school grades prek-12 based on need; 2/accounting scholarship endowment - college scholarships for accounting students.”
“Direct fundraising expenses 76,484”
“Direct fundraising expenses 76,484”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 160214 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 143859 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 80993 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 39631 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | DEVELOP, PROMOTE, AND PRESENT PROGRAMS OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT INTEREST TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 52044 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 52044 |
| IRS990/AllOtherContributionsAmt | 0 | 96594 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 8911 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 3413 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 12324 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | NANCY TOBERMAN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7136227733 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 777 POST OAK BLVD 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | HOUSTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77056 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 310357 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 226305 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 6425 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 16311 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 26690 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 49426 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 1244 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 3390 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 5166 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 9800 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/ContriRptFundraisingEventAmt | 0 | 358857 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 455451 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 253818 |
| IRS990/CYInvestmentIncomeAmt | 0 | 74936 |
| IRS990/CYOtherExpensesAmt | 0 | 966525 |
| IRS990/CYOtherRevenueAmt | 0 | -43917 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1117092 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 119841 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 263378 |
| IRS990/CYTotalExpensesAmt | 0 | 1483721 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 66765 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1603562 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 64229 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 126403 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 6966 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 6966 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 32510 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 46442 |
| IRS990/Desc | 0 | THE HOUSTON TSCPA FOUNDATION WAS ORGANIZED IN 1978 TO PROVIDE CONTINUING PROFESSIONAL EDUCATION FOR CPAS IN HOUSTON AND THROUGHOUT TEXAS. LAST YEAR, OVER 85 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED, AND CPA PARTICIPANTS EARNED ALMOST 42,000 HOURS OF CONTINUING EDUCATION HOURS. THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. SANTA CPAS GIVES BOOKS AND TREATS TO ALL CHILDREN IN HOUSTON INDEPENDENT SCHOOL DISTRICT'S HEAD START AND EARLY START PROGRAMS. THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER 1,000,000 IN SCHOLARSHIPS TO AREA ACCOUNTING STUDENTS. FOR 26 YEARS, THE ANNUAL GOLF CLASSIC HAS GIVEN ALL NET PROCEEDS TO THE MAKE-A-WISH ORGANIZATION BENEFITTING CHILDREN WITH LIFE THREATENING ILLNESSES. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 9 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1274682 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10500 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2524 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 2524 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 23 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 24 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 25 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 21 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 22 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 23 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 24 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CAROL WARLEY CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GERRAD HEEP CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DEBRA SEEFELD CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GAIL NEELY CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SHEILA ENRIQUEZ CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | RAMSEY WOMACK CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | THOMAS DEGEORGIO CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SCOTT BARKER CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DAVID DONNELLY CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | WADE EGMON CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | LUPE GARCIA CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | KELLY HUNTER CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JANELLE JONES CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | CINDI JOHNSON CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | STEPHEN KING CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | MOHAN KURUVILLA CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | DONNA LANIER CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | ROBIN LUNSFORD CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | LYNN MENARD CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | TONJA RODRIGUEZ CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | SUSAN SAMPLE CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | BENJAMIN SIMISKEY CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | CASEY STEWART CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | JIM STINSON CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 24 | HOLLY ZHANG CPA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 25 | NANCY RUTLEDGE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 25 | 49426 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 25 | 115326 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER EL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | IMD PAST PRE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 23 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 24 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 25 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1978 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 358857 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 76483 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 28875 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 29708 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 25 |
| IRS990/GrantAmt | 0 | 253818 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 253818 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 253818 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 473325 |
| IRS990/GrossReceiptsAmt | 0 | 2123662 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 25 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 2382 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 2382 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 11117 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 15881 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 403 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1024 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1675 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3102 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 45228 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 45228 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 532101 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 559851 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 713040 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 735685 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 230508 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 149850 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 105071 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 335579 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 443617 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | true |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | DEVELOP, PROMOTE, AND PRESENT PROGRAMS OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT INTEREST TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1240637 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1320891 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 29708 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 29708 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -47608 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -39587 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 20948 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 20948 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 102564 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 144460 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 4867 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 4874 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 63609 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 73350 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 4230 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 10739 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 17573 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 32542 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | EQUIPMENT RENTAL |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 31 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 101 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 559 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 5379 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 101 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 990 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 436397 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 91980 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 31906 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 28654 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 441807 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 92182 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 31906 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 30203 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 484104 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 361646 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 541900 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 3691 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3691 |
| IRS990/OtherRevenueTotalAmt | 0 | 3691 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 16503 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 41889 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 106819 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 165211 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2106 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.