Civic Intelligence

The Houston Tscpa Foundation

990 • Fiscal year 2023 • EIN 74-1988533

Jun 01, 2022 to May 31, 2023 • Filed on Apr 12, 2024

1233 West Loop S 1425Houston, TX 77027

(713) 622-7733

Siviq Scores

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

Liabilities / Assets

74th percentile

0.30x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

1.06x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

4.3%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$123,464

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-4.5%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,581,848

Down $27,100 (-0.8%) from 2022

Net Assets

Down

$2,519,116

Down $81,624 (-3.1%) from 2022

Liabilities

Up

$1,062,732

Up $54,524 (+5.4%) from 2022

Revenue

Down

$998,883

Down $46,689 (-4.5%) from 2022

Expenses

Up

$955,500

Up $46,161 (+5.1%) from 2022

Net Income

Down

$43,383

Down $92,850 (-68%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$3,581,848
Liabilities$1,062,732
Net Assets$2,519,116

Operations Trend

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

2023

Revenue$998,883
Expenses$955,500
Net Income$43,383
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$1,733,306
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$1,599,875$1,263,461▼ $336,414
Investments Other Securities$803,418$998,375▲ $194,957
Land, Buildings, and Equipment, Net$413,575$365,764▼ $47,811
Savings and Temporary Cash Investments$151,545$227,321▲ $75,776
Cash and Non-Interest-Bearing Accounts$116,659$224,007▲ $107,348
Accounts Receivable$59,176$76,937▲ $17,761
Prepaid Expenses and Deferred Charges$44,037$36,335▼ $7,702
Pledges and Grants Receivable$0$11,540▲ $11,540
Total Assets$3,608,948$3,581,848▼ $27,100
Other Assets Total$420,663$378,108▼ $42,555
Liabilities
Other Liabilities$727,912$787,877▲ $59,965
Accounts Payable and Accrued Expenses$192,243$220,162▲ $27,919
Deferred Revenue$88,053$54,693▼ $33,360
Total Liabilities$1,008,208$1,062,732▲ $54,524
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,185,106$2,137,630▼ $47,476
Net Assets Without Donor Restrictions$415,634$381,486▼ $34,148
Total Net Assets Fund Balance$2,600,740$2,519,116▼ $81,624
Total Liabilities and Net Assets / Fund Balance$3,608,948$3,581,848▼ $27,100

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$339,144$40,519$379,663
Other Land Buildings$25,964$35,938$61,902
Equipment$656$51,473$52,129
Other Assets Org$378,108--
Other Securities$998,375--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,827,992-▼ $41,959$12,733$1,773,300
2021$1,857,541-▼ $17,943$11,606$1,827,992
2020$1,323,495-▲ $546,341$12,295$1,857,541
2019$1,307,504$450▲ $27,681$12,140$1,323,495
2018$1,314,938-▼ $2,719$4,715$1,307,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Mark AllenExecutive Director/asst SePT$123,464$123,464
Kristie OndracekEmployeePT$106,379$106,379

Board Members and Trustees

NameTitle
Tracy TylerImmediate Past President
Charlotte JungenPresident
Adam DimmickPresident-elect
Tim AdlerVice President
Baria JaroudiDirector
Brian AlbertsDirector
David DyerDirector
Geri PachecoDirector
Harvin LawhonDirector
Kelly HigginbothamDirector
Kenneth OmoruyiDirector
Manu SadievDirector
Michelle MullenDirector
Mohammad Al-kawafhaDirector
Nina PerezDirector
Rolando GarciaDirector
Rubik YeriazarianDirector
Sable WatersDirector
Sheryl JimersonDirector
Tami PreeceDirector
Wade EgmonDirector
Danielle Supkis CheekSecretary
Katherine RodriguezTreasurer
Brad ElginTreasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$323,362
Program Service Revenue
$587,522
Investment Income
$84,088
Other Revenue
$3,911
All Other Contributions
$9,942
Change in Net Assets
$43,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$731,269
Revenue Not Reported on Financial Statements
$267,614
Revenue Not Reported on Form 990
$-125,007
Other Revenue Adjustments
$252,000
Total Revenue per Audited Statements
$606,262
Total Revenue per Form 990
$998,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$683,842
Salaries, Compensation, and Employee Benefits$207,512
Grants and Similar Amounts Paid$64,146
Total Fundraising Expense$11,583
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$156,118$47,516$3,878$207,512
Conferences and Meetings$97,614$100$8$97,722
Occupancy$65,260$24,097$1,949$91,306
Depreciation Depletion$24,319$25,354$2,070$51,743
Grants to Domestic Individuals$47,500--$47,500
Information Technology$32,834$12,039$983$45,856
Grants to Domestic Orgs$16,646--$16,646
Fees for Services Accounting$7,504$7,823$639$15,966
Fees for Service Investment Mgmnt Fees-$15,614-$15,614
Advertising$7,617$3,215$262$11,094
Other Expenses$4,078$4,617$257$8,952
All Other Expenses$3,889$4,403$247$8,539
Office Expenses$2,054$1,249$100$3,403
Travel$1,126$1,275$71$2,472
Insurance$172$195$11$378
Fees for Services Legal$141$147$12$300
Total Functional Expenses$782,256$161,661$11,583$955,500

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$955,500
Expenses per Audited Statements$939,886
Total Expenses per Audited Statements$939,886
Expenses Not Reported on Financial Statements$15,614
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cpas Helping SchoolsHouston, TX501(c)(3)Educational Support$16,646
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,267
Fundraising Gross Income$29,267
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Extravaganza$90,687$29,267$2,837$26,430
Total Events$90,687$29,267$29,267$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$630,232
Inter-entity Payables$106,560
Current Portion Lease Liability$51,085
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 35% controlled entity
No
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 given to the executive director, chief financial officer and the full board of directors for their review prior to the return being submitted 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 chief financial officer involves review by the personnel committee, using data as to compensation for similar situated organizations. The compensation of the executive director and the chief financial officer recommended by personnel committee is presented to the full board for final approval. Compensation for all employees will be reviewed at least annually in april or may by the personnel committee. Final approval of total recommended increases, if any, shall be the responsibility of the full board, consistent with the approved budget.

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.txcpahouston.cpa and makes the financial statements available through written request to the organization.

Filing and Contact Details

Filer

Filer Name
Houston Tscpa Foundation
EIN
74-1988533
Phone
7136227733
Address
1233 WEST LOOP S 1425, HOUSTON, TX 77027

Signing Officer

Name
Mark Allen
Title
Executive Director
Phone
7136227733
Signed
2024-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Allen Cae
Formed
1978
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
150

Preparer

Firm
Carr Riggs & Ingram LLC
Address
TWO RIVERWAY 15TH FLOOR, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The chapter is exempt from federal income tax under internal revenue code 501(c)(6). The foundation is exempt from federal income taxes under internal revenue code 501(c)(3) and is classified as a publicly supported organization under 509(a)(1). Accordingly, the organization has not made any provision for federal income taxes in the accompanying combined financial statements. The organization is subject to income tax on net unrelated business income from advertising and sales. During the years ended may 31, 2023 and 2022, unrelated business income taxes were insignificant. The organization utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the combined financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of may 31, 2023 and 2022, the organization has no uncertain tax provisions that qualify for recognition or disclosure in the combined financial statements.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Related organization contribution 252,000.

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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, 139 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED AND CPA PARTICIPANTS HAD THE OPPORTUNITY TO EARN UP TO 472 HOURS OF CPE.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLOTTE JUNGEN
IRS990/Form990PartVIISectionAGrp/PersonNm1ADAM DIMMICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHERINE RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3BRAD ELGIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIELLE SUPKIS CHEEK
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM ADLER
IRS990/Form990PartVIISectionAGrp/PersonNm6BARIA JAROUDI
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN ALBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID DYER
IRS990/Form990PartVIISectionAGrp/PersonNm9GERI PACHECO
IRS990/Form990PartVIISectionAGrp/PersonNm10HARVIN LAWHON
IRS990/Form990PartVIISectionAGrp/PersonNm11KELLY HIGGINBOTHAM
IRS990/Form990PartVIISectionAGrp/PersonNm12KENNETH OMORUYI
IRS990/Form990PartVIISectionAGrp/PersonNm13MANU SADIEV
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHELLE MULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm15MOHAMMAD AL-KAWAFHA
IRS990/Form990PartVIISectionAGrp/PersonNm16NINA PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm17ROLANDO GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm18RUBIK YERIAZARIAN
IRS990/Form990PartVIISectionAGrp/PersonNm19SABLE WATERS
IRS990/Form990PartVIISectionAGrp/PersonNm20SHERYL JIMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm21TAMI PREECE
IRS990/Form990PartVIISectionAGrp/PersonNm22TRACY TYLER
IRS990/Form990PartVIISectionAGrp/PersonNm23WADE EGMON
IRS990/Form990PartVIISectionAGrp/PersonNm24MARK ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm25KRISTIE ONDRACEK
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/ReportableCompFromRltdOrgAmt24123464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25106379
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
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/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR/ASST SE
IRS990/Form990PartVIISectionAGrp/TitleTxt25EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt061420
IRS990/FundraisingDirectExpensesAmt029267
IRS990/FundraisingGrossIncomeAmt029267
IRS990/GainOrLossGrp/SecuritiesAmt016951
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016646
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016646
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0722107
IRS990/GrossReceiptsAmt01733306
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0983
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012039
IRS990/InformationTechnologyGrp/ProgramServicesAmt032834
IRS990/InformationTechnologyGrp/TotalAmt045856
IRS990/InsuranceGrp/FundraisingAmt011
IRS990/InsuranceGrp/ManagementAndGeneralAmt0195
IRS990/InsuranceGrp/ProgramServicesAmt0172
IRS990/InsuranceGrp/TotalAmt0378
IRS990/InvestmentIncomeGrp/ExclusionAmt067137
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067137
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0803418
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0998375
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01599875
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01263461
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127930
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0413575
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0365764
IRS990/LandBldgEquipCostOrOtherBssAmt0493694
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0705156
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 INTEREST TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02600740
IRS990/NetAssetsOrFundBalancesEOYAmt02519116
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016951
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016951
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-125007
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0415634
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0381486
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01949
IRS990/OccupancyGrp/ManagementAndGeneralAmt024097
IRS990/OccupancyGrp/ProgramServicesAmt065260
IRS990/OccupancyGrp/TotalAmt091306
IRS990/OfficeExpensesGrp/FundraisingAmt0100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01249
IRS990/OfficeExpensesGrp/ProgramServicesAmt02054
IRS990/OfficeExpensesGrp/TotalAmt03403
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0420663
IRS990/OtherAssetsTotalGrp/EOYAmt0378108
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR/SPEAKER FEE
IRS990/OtherExpensesGrp/Desc2BANK & CREDIT CARD FEES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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