Civic Intelligence

The Houston Tscpa Foundation

990 • Fiscal year 2019 • EIN 74-1988533

Jun 01, 2018 to May 31, 2019 • Filed on Apr 08, 2020

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

71st percentile

0.28x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.39x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$117,158

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

1.5%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,453,743

Up $198,754 (+8.8%) from 2018

Net Assets

Up

$1,758,276

Up $203,981 (+13%) from 2018

Liabilities

Down

$695,467

Down $5,227 (-0.7%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin80th percentile

Revenue

Up

$1,776,027

Up $25,584 (+1.5%) from 2018

Expenses

Down

$1,348,471

Down $295,650 (-18%) from 2018

Net Income

Up

$427,556

Up $321,234 (+302%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$2,453,743
Liabilities$695,467
Net Assets$1,758,276
Open 2019 Filing

Operations Trend

Revenue Growth43rd 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

2019

Revenue$1,776,027
Expenses$1,348,471
Net Income$427,556
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 8, 2020
Return Version
2018v3.1
Gross Receipts
$2,361,057
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$1,019,141$894,520▼ $124,621
Investments Other Securities$585,656$646,202▲ $60,546
Cash and Non-Interest-Bearing Accounts$322,753$496,805▲ $174,052
Savings and Temporary Cash Investments$140,759$187,054▲ $46,295
Accounts Receivable$69,955$91,990▲ $22,035
Prepaid Expenses and Deferred Charges$44,125$76,403▲ $32,278
Land, Buildings, and Equipment, Net$72,600$51,179▼ $21,421
Intangible Assets-$0-
Total Assets$2,254,989$2,453,743▲ $198,754
Other Assets Total-$9,590-
Liabilities
Other Liabilities$445,330$362,803▼ $82,527
Accounts Payable and Accrued Expenses$228,773$195,573▼ $33,200
Deferred Revenue$26,591$137,091▲ $110,500
Total Liabilities$700,694$695,467▼ $5,227
Net Assets / Fund Balance
Permanently Rstr Net Assets$991,762$995,223▲ $3,461
Temporarily Rstr Net Assets$545,319$641,702▲ $96,383
Unrestricted Net Assets$17,214$121,351▲ $104,137
Total Net Assets Fund Balance$1,554,295$1,758,276▲ $203,981
Total Liabilities and Net Assets / Fund Balance$2,254,989$2,453,743▲ $198,754

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,561$119,298$134,859
Leasehold Improvements$33,627$87,269$120,896
Equipment$1,991$99,691$101,682
Other Securities$646,202--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,314,938-▼ $2,719$4,715$1,307,504
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
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer Poff CaeExec. Dir./asst SecretaryPT$117,158$117,158

Board Members and Trustees

NameTitle
Sheila Enriquez CPAImmediate Past President
Mohan Kuruvilla CPAPresident
Darrell Groves CPAPresident Elect
Ramsey Womack CPAPresident Elect
Adam Dimmick CPADirector
Austin Carlson CPADirector
Brad Elgin CPADirector
Brian Alberts CPADirector
Brian Baumler CPADirector
Carol HahnDirector
Casey Stewart CPADirector
Danielle Supkis CheekDirector
David Donnelly CPADirector
Geri Pacheco CPADirector
Guadalupe Garcia CPADirector
Jim Stinson CPADirector
Kristie Ondracek CPADirector
Michelle Mullen CPADirector
Stephen King CPADirector
Tim Adler CPADirector
Wade Egmon CPADirector
Wesley MiddletonDirector
Charlotte Jungen CPADirector/secretary
Kelly Hunter CPADirector/VP/treasurer Elect
Lisa Pitts CPATreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AramarkCatering8701 KIRBY DR, Hosuton, TX 77054$110,587
Revenue and Support

Revenue Composition

Contributions and Grants
$466,863
Program Service Revenue
$1,028,098
Investment Income
$88,237
Other Revenue
$192,829
Change in Net Assets
$427,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,385,066
Revenue Not Reported on Financial Statements
$390,961
Revenue Not Reported on Form 990
$-92,120
Other Revenue Adjustments
$390,961
Total Revenue per Audited Statements
$1,292,946
Total Revenue per Form 990
$1,776,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$964,599
Salaries, Compensation, and Employee Benefits$298,263
Total Fundraising Expense$90,387
Grants and Similar Amounts Paid$85,609
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,820$98,410$8,033$298,263
Conferences and Meetings$202,307$64$45,235$247,606
Occupancy$65,243$68,019$5,553$138,815
Grants to Domestic Orgs$85,609--$85,609
Information Technology$26,096$24,340$1,987$52,423
Office Expenses$37,265$1,970$413$39,648
Advertising$31,026$172$1,644$32,842
Other Expenses$15,386$16,040$1,309$32,735
Depreciation Depletion$11,897$12,404$1,013$25,314
All Other Expenses$15,359$1,245$537$17,141
Fees for Services Accounting$6,629$6,707$547$13,883
Fees for Service Investment Mgmnt Fees-$7,509-$7,509
Total Functional Expenses$1,006,880$251,204$90,387$1,348,471

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,348,471
Expenses per Audited Statements$1,340,965
Total Expenses per Audited Statements$1,340,965
Expenses Not Reported on Financial Statements$7,506
Other Expense Adjustments$7,506
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cpas Helping SchoolsHouston, TX501(c)(3)Educational Support$32,609
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$259,446
Fundraising Direct Expenses$70,495
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Scholarship Extravaganza$200,321$200,321$1,882$198,439
Fall Fundraiser$13,042$13,042-$13,042
Total Events$213,363$213,363$70,495$142,868
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$362,803
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 A, Line 7B

“Members vote on any changes to bylaws, approve board slate, etc.”

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 VII Contact Addresses for Officers, Directors, Etc

“Jennifer poff, cae - 10311 rudolph ct, missouri city, tx 77459.”

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
Kristie Ondracek
Title
Acting Executive Director
Phone
7136227733
Signed
2020-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristie Ondracek
Formed
1978
Legal Domicile
TX
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
250

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 -138,959.”

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:

“Investment management fees -7,505.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Related organization contribution 253,500. Book/tax adjustment - investment income fundraising adjustment 137,461.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 7,506.”

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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/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt257604
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/PersonNm5TIM ADLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN ALBERTS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7ADAM DIMMICK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8WADE EGMON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9BRAD ELGIN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10KELLY HUNTER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHEN KING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12KRISTIE ONDRACEK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13GERI PACHECO CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA PITTS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15CASEY STEWART CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16RAMSEY WOMACK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17BRIAN BAUMLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID DONNELLY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19CHARLOTTE JUNGEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHELLE MULLEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21JIM STINSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22DANIELLE SUPKIS CHEEK
IRS990/Form990PartVIISectionAGrp/PersonNm23CAROL HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm24WESLEY MIDDLETON
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/ReportableCompFromOrgAmt250
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/ReportableCompFromRltdOrgAmt25109554
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR/VP/TREASURER ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR/SECRETARY
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/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0213363
IRS990/FundraisingDirectExpensesAmt070495
IRS990/FundraisingGrossIncomeAmt0259446
IRS990/GainOrLossGrp/SecuritiesAmt036280
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt085609
IRS990/GrantsToDomesticOrgsGrp/TotalAmt085609
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0550815
IRS990/GrossReceiptsAmt02361057
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01987
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024340
IRS990/InformationTechnologyGrp/ProgramServicesAmt026096
IRS990/InformationTechnologyGrp/TotalAmt052423
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt051957
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051957
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0585656
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0646202
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01019141
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0894520
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0306258
IRS990/LandBldgEquipBasisNetGrp/BOYAmt072600
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051179
IRS990/LandBldgEquipCostOrOtherBssAmt0357437
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0514535
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP, PROMOTE, AND PRESENT PROGRAMS OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT INTERESTING TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01554295
IRS990/NetAssetsOrFundBalancesEOYAmt01758276
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036280
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036280
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0188951
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0188951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-84617
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05553
IRS990/OccupancyGrp/ManagementAndGeneralAmt068019
IRS990/OccupancyGrp/ProgramServicesAmt065243
IRS990/OccupancyGrp/TotalAmt0138815
IRS990/OfficeExpensesGrp/FundraisingAmt0413
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01970
IRS990/OfficeExpensesGrp/ProgramServicesAmt037265
IRS990/OfficeExpensesGrp/TotalAmt039648
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt09590
IRS990/OtherChangesInNetAssetsAmt0-138959
IRS990/OtherExpensesGrp/Desc0EVENT SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt012299
IRS990/OtherExpensesGrp/FundraisingAmt110700
IRS990/OtherExpensesGrp/FundraisingAmt21117
IRS990/OtherExpensesGrp/FundraisingAmt31309
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0641
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113683
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216040
IRS990/OtherExpensesGrp/ProgramServicesAmt0250228
IRS990/OtherExpensesGrp/ProgramServicesAmt146551
IRS990/OtherExpensesGrp/ProgramServicesAmt221464
IRS990/OtherExpensesGrp/ProgramServicesAmt315386
IRS990/OtherExpensesGrp/TotalAmt0263168
IRS990/OtherExpensesGrp/TotalAmt157251
IRS990/OtherExpensesGrp/TotalAmt236264
IRS990/OtherExpensesGrp/TotalAmt332735
IRS990/OtherLiabilitiesGrp/BOYAmt0445330
IRS990/OtherLiabilitiesGrp/EOYAmt0362803
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1NEWSLETTER ADVERTISING
IRS990/OtherRevenueMiscGrp/ExclusionAmt03824
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03824
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt054
IRS990/OtherRevenueTotalAmt03878
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08033
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098410
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0191820
IRS990/OtherSalariesAndWagesGrp/TotalAmt0298263

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,453,743
Liabilities
$695,467
Net assets
$1,758,276
Revenue
$1,776,027
Expenses
$1,348,471
Net income
$427,556
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
2019Detailed filing. Detailed filing data is available for this year.$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