Civic Intelligence

The Houston Tscpa Foundation

990 • Fiscal year 2016 • EIN 74-1988533

Jun 01, 2015 to May 31, 2016 • Filed on Jan 10, 2017

Organization ProfileWWW.HOUSTONCPA.ORG
777 Post Oak Blvd No 500Houston, TX 77056

(713) 622-7733

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.31x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.34x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

47th percentile

1.4%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$191,218

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,838,785

Down $114,014 (-5.8%) from 2015

Net Assets

Down

$1,273,187

Down $47,704 (-3.6%) from 2015

Liabilities

Down

$565,598

Down $66,310 (-10%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Up

$1,681,969

Up $78,407 (+4.9%) from 2015

Expenses

Up

$1,658,564

Up $174,843 (+12%) from 2015

Net Income

Down

$23,405

Down $96,436 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,410,679Liabilities 2011: $427,817Net Assets 2011: $982,8622011Assets 2012: $1,542,873Liabilities 2012: $580,095Net Assets 2012: $962,7782012Assets 2013: $1,689,460Liabilities 2013: $555,603Net Assets 2013: $1,133,8572013Assets 2014: $1,949,184Liabilities 2014: $708,547Net Assets 2014: $1,240,6372014Assets 2015: $1,952,799Liabilities 2015: $631,908Net Assets 2015: $1,320,8912015Assets 2016: $1,838,785Liabilities 2016: $565,598Net Assets 2016: $1,273,1872016Assets 2017: $2,197,574Liabilities 2017: $783,387Net Assets 2017: $1,414,1872017Assets 2018: $2,254,989Liabilities 2018: $700,694Net Assets 2018: $1,554,2952018Assets 2019: $2,453,743Liabilities 2019: $695,467Net Assets 2019: $1,758,2762019Assets 2020: $2,370,484Liabilities 2020: $480,399Net Assets 2020: $1,890,0852020Assets 2021: $2,867,875Liabilities 2021: $177,963Net Assets 2021: $2,689,9122021Assets 2022: $3,608,948Liabilities 2022: $1,008,208Net Assets 2022: $2,600,7402022Assets 2023: $3,581,848Liabilities 2023: $1,062,732Net Assets 2023: $2,519,1162023Assets 2024: $3,788,262Liabilities 2024: $793,122Net Assets 2024: $2,995,1402024

Highlighted filing

2016

Assets$1,838,785
Liabilities$565,598
Net Assets$1,273,187
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $1,509,5252011Expenses 2012: $1,458,3782012Expenses 2013: $1,523,0832013Revenue 2014: $1,634,458Expenses 2014: $1,594,488Net Income 2014: $39,9702014Revenue 2015: $1,603,562Expenses 2015: $1,483,721Net Income 2015: $119,8412015Revenue 2016: $1,681,969Expenses 2016: $1,658,564Net Income 2016: $23,4052016Revenue 2017: $1,366,081Expenses 2017: $1,311,116Net Income 2017: $54,9652017Revenue 2018: $1,750,443Expenses 2018: $1,644,121Net Income 2018: $106,3222018Revenue 2019: $1,776,027Expenses 2019: $1,348,471Net Income 2019: $427,5562019Revenue 2020: $1,123,803Expenses 2020: $983,309Net Income 2020: $140,4942020Revenue 2021: $1,061,865Expenses 2021: $663,362Net Income 2021: $398,5032021Revenue 2022: $1,045,572Expenses 2022: $909,339Net Income 2022: $136,2332022Revenue 2023: $998,883Expenses 2023: $955,500Net Income 2023: $43,3832023Revenue 2024: $1,031,282Expenses 2024: $726,014Net Income 2024: $305,2682024

Highlighted filing

2016

Revenue$1,681,969
Expenses$1,658,564
Net Income$23,405
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$2,057,398
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$735,685$762,758▲ $27,073
Investments Other Securities$559,851$583,464▲ $23,613
Cash and Non-Interest-Bearing Accounts$226,305$203,918▼ $22,387
Savings and Temporary Cash Investments$204,425$132,375▼ $72,050
Land, Buildings, and Equipment, Net$105,071$74,885▼ $30,186
Prepaid Expenses and Deferred Charges$81,831$52,640▼ $29,191
Accounts Receivable$39,631$28,745▼ $10,886
Intangible Assets-$0-
Total Assets$1,952,799$1,838,785▼ $114,014
Liabilities
Other Liabilities$361,646$341,263▼ $20,383
Accounts Payable and Accrued Expenses$143,859$164,794▲ $20,935
Deferred Revenue$126,403$59,541▼ $66,862
Total Liabilities$631,908$565,598▼ $66,310
Net Assets / Fund Balance
Permanently Rstr Net Assets$929,626$956,706▲ $27,080
Temporarily Rstr Net Assets$327,870$278,580▼ $49,290
Unrestricted Net Assets$63,395$37,901▼ $25,494
Total Net Assets Fund Balance$1,320,891$1,273,187▼ $47,704
Total Liabilities and Net Assets / Fund Balance$1,952,799$1,838,785▼ $114,014

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,166$123,861$129,027
Leasehold Improvements$69,281$51,615$120,896
Other Land Buildings$438$98,702$99,140
Other Securities$583,464--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,137,347$83,243▼ $48,360$64,915$1,107,315
2014$1,010,794$174,397▲ $19,215$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
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy a RutledgeExecutive Director, Asst. SecretaryPT$52,714$138,504$52,714

Board Members and Trustees

NameTitle
Carol Warley CPAImd Past President
Gerrad Heep CPAPresident
Debra Seefeld CPAPresident-elect
Sheila Enriquez CPAVice President
Adam Dimmick CPADirector
Austin Carlson CPADirector
Ben Simiskey CPADirector
Brian Baumler CPADirector
Casey Stewart CPADirector
Darrell Groves CPADirector
David Donnelly CPADirector
Donna Lanier CPADirector
Gayla Samuels CPADirector
Holly Zhang CPADirector
Jim Stinson CPADirector
Kelly Hunter CPADirector
Leo Cailleteau CPADirector
Lynn Menard CPADirector
Mohan Kuruvilla CPADirector
Paul Vanek CPADirector
Rubin Lunsford CPADirector
Wade Egmon CPADirector
Stephen King CPASecretary
Ramsey Womack CPATreasurer
Guadalupe Garcia CPATreasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$360,407
Program Service Revenue
$1,318,628
Investment Income
$33,400
Other Revenue
$-30,466
All Other Contributions
$25,899
Change in Net Assets
$23,405

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,681,969
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-7,386
Total Revenue per Audited Statements
$1,674,583
Total Revenue per Form 990
$1,681,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,122,024
Salaries, Compensation, and Employee Benefits$275,697
Grants and Similar Amounts Paid$260,843
Total Fundraising Expense$18,917
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$260,843--$260,843
Other Salaries and Wages$104,789$56,983$4,652$166,424
Occupancy$67,931$70,822$5,781$144,534
Office Expenses$40,607$20,262$762$61,631
Current Officers, Directors, Trustees, and Key Employees$24,776$25,830$2,108$52,714
Advertising$48,264--$48,264
Depreciation Depletion$20,525$21,398$1,747$43,670
Other Employee Benefits$18,892$19,696$1,608$40,196
Other Expenses$32,288$2,681$221$32,288
Information Technology$9,783$10,199$833$20,815
Payroll Taxes$7,691$8,018$654$16,363
Conferences and Meetings$6,011$5,403$441$11,855
Fees for Services Accounting-$11,458-$11,458
Fees for Service Investment Mgmnt Fees-$2,544-$2,544
Insurance$1,023$1,067$87$2,177
Total Functional Expenses$1,383,003$256,644$18,917$1,658,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,722,287
Expenses per Audited Statements$1,658,564
Total Expenses per Form 990$1,658,564
Expenses Not Reported on Form 990$63,723
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cpas Helping SchoolsHouston, TX501(c)(3)Educational Support$64,678
Make-a-wish FoundationStafford, TX501(c)(3)Charitable Donation$64,665
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$63,723
Fundraising Gross Income$26,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Scholarship Extravaganza$263,534---
Annual Golf Classic$87,569$26,320$5,750$20,570
Total Events$360,828$26,320$63,723$-37,403
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Affiliate$341,263
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is through the houston cpa society, which is related to the houston tscpa foundation.”

Form 990, Part VI, Section A, Line 7A

“Members elect the executive board and some other committee members.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the treasurer, executive director, president, and controller before e-filing. Then the form 990 is distributed to the full board of directors in the normal course of business.”

Form 990, Part VI, Section B, Line 12C

“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.”

Form 990, Part VI, Section B, Line 15

“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 the controller recommended by personnel committee is presented to the full board for final approval.”

Form 990, Part VI, Section C, Line 18

“The form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes the governing documents available on their website, www.houstoncpa.org and makes the financial statements available through written request to the organization”

Form 990, Part VI, Line 15B

“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.”

Filing and Contact Details

Filer

Filer Name
Houston Tscpa Foundation
EIN
74-1988533
Phone
7136227733
Address
777 POST OAK BLVD NO 500, HOUSTON, TX 77056

Signing Officer

Name
Guadalupe Garcia
Title
Treasurer
Phone
7136227733
Signed
2017-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guadalupe Garcia
Formed
1978
Legal Domicile
TX
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
300

Preparer

Firm
Harper & Pearson Company Pc
Address
ONE RIVERWAY SUITE 1900, HOUSTON, TX 77056
Preparer
Guy T Tabor CPA
Phone
7136222310
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has an audit committee that assumes responsibility for the oversight of the audit and the selection of an independent accountant. They did not change either its oversight process or selection process during the year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 63,723 63,723.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 63,723 63,723.”

Raw XML AppendixShowing 400 of 800 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.

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IRS990/ActivityOrMissionDesc0DEVELOP, 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA SEEFELD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2SHEILA ENRIQUEZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN KING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4RAMSEY WOMACK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5GUADALUPE GARCIA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL WARLEY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN BAUMLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8LEO CAILLETEAU CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9AUSTIN CARLSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10ADAM DIMMICK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID DONNELLY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12WADE EGMON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13DARRELL GROVES CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLY HUNTER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15MOHAN KURUVILLA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16DONNA LANIER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17RUBIN LUNSFORD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18LYNN MENARD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19GAYLA SAMUELS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20BEN SIMISKEY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21CASEY STEWART CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22JIM STINSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23PAUL VANEK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24HOLLY ZHANG CPA
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY A RUTLEDGE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2552714
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25116631
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMD PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR, ASST. SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0334508
IRS990/FundraisingDirectExpensesAmt063723
IRS990/FundraisingGrossIncomeAmt026320
IRS990/GainOrLossGrp/SecuritiesAmt0-8987
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0260843
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0260843
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0302719
IRS990/GrossReceiptsAmt02057398
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0833
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010199
IRS990/InformationTechnologyGrp/ProgramServicesAmt09783
IRS990/InformationTechnologyGrp/TotalAmt020815
IRS990/InsuranceGrp/FundraisingAmt087
IRS990/InsuranceGrp/ManagementAndGeneralAmt01067
IRS990/InsuranceGrp/ProgramServicesAmt01023
IRS990/InsuranceGrp/TotalAmt02177
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt042387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042387
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0559851
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0583464
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0735685
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0762758
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0274178
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0105071
IRS990/LandBldgEquipBasisNetGrp/EOYAmt074885
IRS990/LandBldgEquipCostOrOtherBssAmt0349063
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0311706
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP, 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01320891
IRS990/NetAssetsOrFundBalancesEOYAmt01273187
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-8987
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8987
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-37403
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-37403
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-71109
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05781
IRS990/OccupancyGrp/ManagementAndGeneralAmt070822
IRS990/OccupancyGrp/ProgramServicesAmt067931
IRS990/OccupancyGrp/TotalAmt0144534
IRS990/OfficeExpensesGrp/FundraisingAmt0762
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020262
IRS990/OfficeExpensesGrp/ProgramServicesAmt040607
IRS990/OfficeExpensesGrp/TotalAmt061631
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01608
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019696
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018892
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040196
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES & CREDIT C
IRS990/OtherExpensesGrp/FundraisingAmt023
IRS990/OtherExpensesGrp/FundraisingAmt1221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12681
IRS990/OtherExpensesGrp/ProgramServicesAmt0584815
IRS990/OtherExpensesGrp/ProgramServicesAmt1121313
IRS990/OtherExpensesGrp/ProgramServicesAmt233452
IRS990/OtherExpensesGrp/ProgramServicesAmt332288
IRS990/OtherExpensesGrp/TotalAmt0584815
IRS990/OtherExpensesGrp/TotalAmt1121619
IRS990/OtherExpensesGrp/TotalAmt236354
IRS990/OtherExpensesGrp/TotalAmt332288
IRS990/OtherLiabilitiesGrp/BOYAmt0361646
IRS990/OtherLiabilitiesGrp/EOYAmt0341263
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06937
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06937
IRS990/OtherRevenueTotalAmt06937
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04652
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056983
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0104789
IRS990/OtherSalariesAndWagesGrp/TotalAmt0166424
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0654
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08018
IRS990/PayrollTaxesGrp/ProgramServicesAmt07691
IRS990/PayrollTaxesGrp/TotalAmt016363
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0929626
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0956706

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,838,785
Liabilities
$565,598
Net assets
$1,273,187
Revenue
$1,681,969
Expenses
$1,658,564
Net income
$23,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.79$3.00$1.03$0.73$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$1.06$2.52$1.00$0.96$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$1.01$2.60$1.05$0.91$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.18$2.69$1.06$0.66$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.48$1.89$1.12$0.98$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.70$1.76$1.78$1.35$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.70$1.55$1.75$1.64$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.78$1.41$1.37$1.31$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.57$1.27$1.68$1.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.63$1.32$1.60$1.48$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.71$1.24$1.63$1.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.56$1.13$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.58$0.96$1.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.43$0.98$1.51