Civic Intelligence

The Houston Tscpa Foundation

990 • Fiscal year 2018 • EIN 74-1988533

Jun 01, 2017 to May 31, 2018 • Filed on Feb 19, 2019

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

72nd percentile

0.31x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.40x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$109,285

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

56th percentile

2.6%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,254,989

Up $57,415 (+2.6%) from 2017

Net Assets

Up

$1,554,295

Up $140,108 (+9.9%) from 2017

Liabilities

Down

$700,694

Down $82,693 (-11%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin58th percentile

Revenue

Up

$1,750,443

Up $384,362 (+28%) from 2017

Expenses

Up

$1,644,121

Up $333,005 (+25%) from 2017

Net Income

Up

$106,322

Up $51,357 (+93%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$2,254,989
Liabilities$700,694
Net Assets$1,554,295
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$1,750,443
Expenses$1,644,121
Net Income$106,322
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 19, 2019
Return Version
2017v2.3
Gross Receipts
$2,323,214
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$915,977$1,019,141▲ $103,164
Investments Other Securities$554,239$585,656▲ $31,417
Cash and Non-Interest-Bearing Accounts$417,805$322,753▼ $95,052
Savings and Temporary Cash Investments$156,819$140,759▼ $16,060
Land, Buildings, and Equipment, Net$69,167$72,600▲ $3,433
Accounts Receivable$30,120$69,955▲ $39,835
Prepaid Expenses and Deferred Charges$53,447$44,125▼ $9,322
Intangible Assets-$0-
Total Assets$2,197,574$2,254,989▲ $57,415
Liabilities
Other Liabilities$389,861$445,330▲ $55,469
Accounts Payable and Accrued Expenses$288,225$228,773▼ $59,452
Deferred Revenue$105,301$26,591▼ $78,710
Total Liabilities$783,387$700,694▼ $82,693
Net Assets / Fund Balance
Permanently Rstr Net Assets$980,173$991,762▲ $11,589
Temporarily Rstr Net Assets$380,959$545,319▲ $164,360
Unrestricted Net Assets$53,055$17,214▼ $35,841
Total Net Assets Fund Balance$1,414,187$1,554,295▲ $140,108
Total Liabilities and Net Assets / Fund Balance$2,197,574$2,254,989▲ $57,415

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,511$106,454$130,965
Leasehold Improvements$45,512$75,384$120,896
Equipment$2,577$99,105$101,682
Other Securities$585,656--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,221,910$36,397▲ $96,312$39,681$1,314,938
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
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Poff CaeExec. Dir./asst SecretaryPT$43,714$65,571$109,285

Board Members and Trustees

NameTitle
Debra Seefeld CPAImmediate Past President
Sheila Enriquez CPAPresident
Mohan Kuruvilla CPAPresident-elect
Guadalupe Garcia CPAVice President
Adam Dimmick CPADirector
Brad Elgin CPADirector
Brian Alberts CPADirector
Brian Baumler CPADirector
Casey Stewart CPADirector
Charlotte Jungen CPADirector
David Donnelly CPADirector
Geri Pacheco CPADirector
Jim Stinson CPADirector
Kelly Hunter CPADirector
Kristie Ondracek CPADirector
Leo Cailleteau CPADirector
Lisa Pitts CPADirector
Michelle Mullen CPADirector
Ramsey Womack CPADirector
Stephen King CPADirector
Tim Adler CPADirector
Wade Egmon CPADirector
Austin Carlson CPASecretary
Darrell Groves CPATreasurer
Janelle Jones CPATreasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$488,873
Program Service Revenue
$1,124,179
Investment Income
$186,371
Other Revenue
$-48,980
All Other Contributions
$8,225
Change in Net Assets
$106,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,498,443
Revenue Not Reported on Financial Statements
$252,000
Revenue Not Reported on Form 990
$-14,533
Other Revenue Adjustments
$252,000
Total Revenue per Audited Statements
$1,483,910
Total Revenue per Form 990
$1,750,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,091,648
Salaries, Compensation, and Employee Benefits$467,292
Grants and Similar Amounts Paid$85,181
Total Fundraising Expense$25,130
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$197,980$116,518$9,511$324,009
Occupancy$67,060$69,913$5,707$142,680
Grants to Domestic Orgs$85,181--$85,181
Other Employee Benefits$31,607$32,952$2,690$67,249
Information Technology$27,629$28,804$2,351$58,784
Current Officers, Directors, Trustees, and Key Employees$20,546$21,420$1,749$43,715
Advertising$36,969--$36,969
Office Expenses$19,958$15,751$288$35,997
Payroll Taxes$15,190$15,836$1,293$32,319
Depreciation Depletion$9,651$10,062$821$20,534
All Other Expenses$10,169$3,870$316$14,355
Fees for Services Accounting-$12,400-$12,400
Other Expenses$8,685$533$44$9,262
Conferences and Meetings$3,847$4,011$327$8,185
Fees for Service Investment Mgmnt Fees-$2,733-$2,733
Insurance$393$410$33$836
Total Functional Expenses$1,283,778$335,213$25,130$1,644,121

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,644,121
Total Expenses per Audited Statements$1,595,802
Expenses per Audited Statements$1,545,821
Expenses Not Reported on Financial Statements$98,300
Other Expense Adjustments$98,300
Expenses Not Reported on Form 990$49,981
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cpas Helping SchoolsHouston, TX501(c)(3)Educational Support$39,681
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,981
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Scholarship Extravaganza$228,648-$641-
Total Events$228,648-$49,981$-49,981
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$445,330
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 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
Jennifer Poff
Title
Executive Director
Phone
7136227733
Signed
2019-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Poff
Formed
1978
Legal Domicile
TX
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
400

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 XI, LINE 9:

“Direct fundraising expenses adj to payroll tax and employee benefit reporting between related entitie 98,300.”

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 49,981.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Related organization contribution 252,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 49,981.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Adj to payroll tax and employee benefit reporting between related entities 98,300.”

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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, 60 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED AND CPA PARTICIPANTS HAD THE OPPORTUNITY TO EARN UP TO 325 HOURS OF CPE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0SHEILA ENRIQUEZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1MOHAN KURUVILLA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2AUSTIN CARLSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3GUADALUPE GARCIA CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4DARRELL GROVES CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5JANELLE JONES CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6TIM ADLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN ALBERTS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM DIMMICK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9WADE EGMON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10BRAD ELGIN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11KELLY HUNTER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHEN KING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTIE ONDRACEK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14GERI PACHECO CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA PITTS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBRA SEEFELD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17CASEY STEWART CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18RAMSEY WOMACK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19BRIAN BAUMLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20LEO CAILLETEAU CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID DONNELLY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22CHARLOTTE JUNGEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHELLE MULLEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24JIM STINSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm25JENNIFER POFF CAE
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/ReportableCompFromOrgAmt2543714
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/ReportableCompFromRltdOrgAmt2565571
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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/TitleTxt16IMMEDIATE PAST PRESIDENT
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/TitleTxt25EXEC. DIR./ASST SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0228648
IRS990/FundraisingDirectExpensesAmt049981
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0130316
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt085181
IRS990/GrantsToDomesticOrgsGrp/TotalAmt085181
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0653106
IRS990/GrossReceiptsAmt02323214
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02351
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt028804
IRS990/InformationTechnologyGrp/ProgramServicesAmt027629
IRS990/InformationTechnologyGrp/TotalAmt058784
IRS990/InsuranceGrp/FundraisingAmt033
IRS990/InsuranceGrp/ManagementAndGeneralAmt0410
IRS990/InsuranceGrp/ProgramServicesAmt0393
IRS990/InsuranceGrp/TotalAmt0836
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt056055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056055
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0554239
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0585656
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0915977
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01019141
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0280943
IRS990/LandBldgEquipBasisNetGrp/BOYAmt069167
IRS990/LandBldgEquipBasisNetGrp/EOYAmt072600
IRS990/LandBldgEquipCostOrOtherBssAmt0353543
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0522790
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/NetAssetsOrFundBalancesBOYAmt01414187
IRS990/NetAssetsOrFundBalancesEOYAmt01554295
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0130316
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0130316
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-49981
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-49981
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-64514
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05707
IRS990/OccupancyGrp/ManagementAndGeneralAmt069913
IRS990/OccupancyGrp/ProgramServicesAmt067060
IRS990/OccupancyGrp/TotalAmt0142680
IRS990/OfficeExpensesGrp/FundraisingAmt0288
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015751
IRS990/OfficeExpensesGrp/ProgramServicesAmt019958
IRS990/OfficeExpensesGrp/TotalAmt035997
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt098300
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02690
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032952
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031607
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067249
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2BANK CHARGES & CREDIT C
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0533
IRS990/OtherExpensesGrp/ProgramServicesAmt0520384
IRS990/OtherExpensesGrp/ProgramServicesAmt1199210
IRS990/OtherExpensesGrp/ProgramServicesAmt229319
IRS990/OtherExpensesGrp/ProgramServicesAmt38685
IRS990/OtherExpensesGrp/TotalAmt0520384
IRS990/OtherExpensesGrp/TotalAmt1199210
IRS990/OtherExpensesGrp/TotalAmt229319
IRS990/OtherExpensesGrp/TotalAmt39262
IRS990/OtherLiabilitiesGrp/BOYAmt0389861
IRS990/OtherLiabilitiesGrp/EOYAmt0445330
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01001
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01001
IRS990/OtherRevenueTotalAmt01001
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09511
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0116518
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0197980
IRS990/OtherSalariesAndWagesGrp/TotalAmt0324009
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01293
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015836
IRS990/PayrollTaxesGrp/ProgramServicesAmt015190
IRS990/PayrollTaxesGrp/TotalAmt032319
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0980173
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0991762

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,254,989
Liabilities
$700,694
Net assets
$1,554,295
Revenue
$1,750,443
Expenses
$1,644,121
Net income
$106,322
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
2018Detailed filing. Detailed filing data is available for this year.$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