Civic Intelligence

The Houston Tscpa Foundation

990 • Fiscal year 2017 • EIN 74-1988533

Jun 01, 2016 to May 31, 2017 • Filed on Feb 21, 2018

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

74th percentile

0.36x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.57x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

53rd percentile

4.0%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$30,302

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-19%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,197,574

Up $358,789 (+20%) from 2016

Net Assets

Up

$1,414,187

Up $141,000 (+11%) from 2016

Liabilities

Up

$783,387

Up $217,789 (+39%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin53rd percentile

Revenue

Down

$1,366,081

Down $315,888 (-19%) from 2016

Expenses

Down

$1,311,116

Down $347,448 (-21%) from 2016

Net Income

Up

$54,965

Up $31,560 (+135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$2,197,574
Liabilities$783,387
Net Assets$1,414,187
Open 2017 Filing

Operations Trend

Revenue Growth13th 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

2017

Revenue$1,366,081
Expenses$1,311,116
Net Income$54,965
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 21, 2018
Return Version
2016v3.0
Gross Receipts
$1,997,420
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

To educate, inform, and lead.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$762,758$915,977▲ $153,219
Investments Other Securities$583,464$554,239▼ $29,225
Cash and Non-Interest-Bearing Accounts$203,918$417,805▲ $213,887
Savings and Temporary Cash Investments$132,375$156,819▲ $24,444
Land, Buildings, and Equipment, Net$74,885$69,167▼ $5,718
Prepaid Expenses and Deferred Charges$52,640$53,447▲ $807
Accounts Receivable$28,745$30,120▲ $1,375
Intangible Assets-$0-
Total Assets$1,838,785$2,197,574▲ $358,789
Liabilities
Other Liabilities$341,263$389,861▲ $48,598
Accounts Payable and Accrued Expenses$164,794$288,225▲ $123,431
Deferred Revenue$59,541$105,301▲ $45,760
Total Liabilities$565,598$783,387▲ $217,789
Net Assets / Fund Balance
Permanently Rstr Net Assets$956,706$980,173▲ $23,467
Temporarily Rstr Net Assets$278,580$380,959▲ $102,379
Unrestricted Net Assets$37,901$53,055▲ $15,154
Total Net Assets Fund Balance$1,273,187$1,414,187▲ $141,000
Total Liabilities and Net Assets / Fund Balance$1,838,785$2,197,574▲ $358,789

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,563$118,817$130,380
Leasehold Improvements$57,397$63,499$120,896
Other Land Buildings$207$98,933$99,140
Other Securities$554,239--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,107,315$79,815▲ $98,765$63,985$1,221,910
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
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PoffExecutive Director, Asst.PT$29,038$1,264$30,302

Board Members and Trustees

NameTitle
Gerrad Heep CPAImmediate Past President
Debra Seefeld CPAPresident
Sheila Enriquez CPAPresident-elect
Ramsey Womack CPAVice President
Adam Dimmick CPADirector
Austin Carlson CPADirector
Brian Baumler CPADirector
Casey Stewart CPADirector
David Donnelly CPADirector
Gayla Samuels CPADirector
Geri Pacheco CPADirector
Jim Stinson CPADirector
Kelly Hunter CPADirector
Kristie Ondracek CPADirector
Leo Cailleteau CPADirector
Lisa Pitts CPADirector
Lynn Menard CPADirector
Michelle MullenDirector
Mohan Kuruvilla CPADirector
Paul Vanek CPADirector
Roger Burks CPADirector
Wade Egmon CPADirector
Stephen King CPASecretary
Guadalupe Garcia CPATreasurer
Darrell Groves CPATreasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$307,343
Program Service Revenue
$1,069,427
Investment Income
$41,463
Other Revenue
$-52,152
All Other Contributions
$19,808
Change in Net Assets
$54,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,366,080
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$147,832
Total Revenue per Audited Statements
$1,513,912
Total Revenue per Form 990
$1,366,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$902,663
Salaries, Compensation, and Employee Benefits$222,968
Grants and Similar Amounts Paid$185,485
Total Fundraising Expense$16,714
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,485--$185,485
Occupancy$67,415$70,283$5,737$143,435
Other Salaries and Wages$77,254$41,184$3,362$121,800
Current Officers, Directors, Trustees, and Key Employees$30,079$31,359$2,560$63,998
Advertising$50,913--$50,913
Information Technology$16,611$17,317$1,414$35,342
All Other Expenses$22,210$8,476$693$31,379
Office Expenses$10,796$11,701$72$22,569
Other Employee Benefits$10,194$10,628$868$21,690
Depreciation Depletion$9,337$9,735$795$19,867
Other Expenses$19,653$132$11$19,653
Payroll Taxes$7,276$7,585$619$15,480
Conferences and Meetings$6,453$6,514$532$13,499
Fees for Services Accounting-$11,446-$11,446
Fees for Service Investment Mgmnt Fees-$2,598-$2,598
Insurance$605$631$51$1,287
Fees for Services Legal-$316-$316
Total Functional Expenses$1,064,497$229,905$16,714$1,311,116

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,372,912
Expenses per Audited Statements$1,311,115
Total Expenses per Form 990$1,311,115
Expenses Not Reported on Form 990$61,797
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cpas Helping SchoolsHouston, TX501(c)(3)Educational Support$63,985
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$61,797
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Scholarship Extravaganza$253,390-$30-
Annual Golf Classic$27,521-$5,410-
Total Events$287,535-$61,797$-61,797
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$389,861
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 officers and directors of the board and some committee members.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is distributed to the full board for review prior to submission to the internal revenue service.”

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
Darrell Wayne Groves
Title
Treasurer
Phone
7136227733
Signed
2018-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Wayne Groves
Formed
1978
Legal Domicile
TX
Voting Board Members
23
Independent Board Members
23
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 1, Line 1

“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.”

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 61,797 61,797.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 61,797 61,797.”

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IRS990/Desc0THE HOUSTON TSCPA FOUNDATION WAS ORGANIZED IN 1978 TO PROVIDE CONTINUING PROFESSIONAL EDUCATION FOR CPAS IN HOUSTON AND THROUGHOUT TEXAS. LAST YEAR, 56 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED AND CPA PARTICIPANTS EARNED ALMOST 46,000 HOURS OF CONTINUING EDUCATION HOURS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt251264
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBRA SEEFELD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1SHEILA ENRIQUEZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN KING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3RAMSEY WOMACK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4GUADALUPE GARCIA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5DARRELL GROVES CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6GERRAD HEEP 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/PersonNm13KELLY HUNTER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14MOHAN KURUVILLA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15LYNN MENARD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELLE MULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm17KRISTIE ONDRACEK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18GERI PACHECO CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19GAYLA SAMUELS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20CASEY STEWART CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21JIM STINSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22PAUL VANEK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23ROGER BURKS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24LISA PITTS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm25JENNIFER POFF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt2529038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE 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.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0287535
IRS990/FundraisingDirectExpensesAmt061797
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-2559
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0185485
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0185485
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0566983
IRS990/GrossReceiptsAmt01997420
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01414
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017317
IRS990/InformationTechnologyGrp/ProgramServicesAmt016611
IRS990/InformationTechnologyGrp/TotalAmt035342
IRS990/InsuranceGrp/FundraisingAmt051
IRS990/InsuranceGrp/ManagementAndGeneralAmt0631
IRS990/InsuranceGrp/ProgramServicesAmt0605
IRS990/InsuranceGrp/TotalAmt01287
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt044022
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044022
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0583464
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0554239
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0762758
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0915977
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0281249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt074885
IRS990/LandBldgEquipBasisNetGrp/EOYAmt069167
IRS990/LandBldgEquipCostOrOtherBssAmt0350416
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0569542
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/NetAssetsOrFundBalancesBOYAmt01273187
IRS990/NetAssetsOrFundBalancesEOYAmt01414187
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2559
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2559
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-61797
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-61797
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt086035
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05737
IRS990/OccupancyGrp/ManagementAndGeneralAmt070283
IRS990/OccupancyGrp/ProgramServicesAmt067415
IRS990/OccupancyGrp/TotalAmt0143435
IRS990/OfficeExpensesGrp/FundraisingAmt072
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011701
IRS990/OfficeExpensesGrp/ProgramServicesAmt010796
IRS990/OfficeExpensesGrp/TotalAmt022569
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0868
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010628
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010194
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021690
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2BANK CHARGES & CREDIT C
IRS990/OtherExpensesGrp/Desc3PARKING
IRS990/OtherExpensesGrp/FundraisingAmt011
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0132
IRS990/OtherExpensesGrp/ProgramServicesAmt0431687
IRS990/OtherExpensesGrp/ProgramServicesAmt193411
IRS990/OtherExpensesGrp/ProgramServicesAmt225118
IRS990/OtherExpensesGrp/ProgramServicesAmt319653
IRS990/OtherExpensesGrp/TotalAmt0431687
IRS990/OtherExpensesGrp/TotalAmt193554
IRS990/OtherExpensesGrp/TotalAmt225118
IRS990/OtherExpensesGrp/TotalAmt319653
IRS990/OtherLiabilitiesGrp/BOYAmt0341263
IRS990/OtherLiabilitiesGrp/EOYAmt0389861
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt09645
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09645
IRS990/OtherRevenueTotalAmt09645
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03362
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041184
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt077254
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121800
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0619
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07585
IRS990/PayrollTaxesGrp/ProgramServicesAmt07276
IRS990/PayrollTaxesGrp/TotalAmt015480

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,197,574
Liabilities
$783,387
Net assets
$1,414,187
Revenue
$1,366,081
Expenses
$1,311,116
Net income
$54,965
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
2017Detailed filing. Detailed filing data is available for this year.$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