Civic Intelligence

Austin Chapter--Tscpa Cpe Foundation

EIN 74-2195471 • 501(c)3 • Austin, TX

Profile

TO PROVIDE CONTINUING EDUCATION FOR CPAs.

3305 Northland DriveAustin, TX 78731

austin.tscpa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

23rd percentile

-39%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$591,725

Down $34,449 (-5.5%) from 2023

Liabilities

Down

$275,615

Down $52,994 (-16%) from 2023

Net Assets

Up

$316,110

Up $18,545 (+6.2%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin20th percentile

Revenue

Down

$124,086

Down $23,153 (-16%) from 2023

Expenses

Down

$142,546

Down $114,617 (-45%) from 2023

Net Income

Up

-$18,460

Up $91,464 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $204,894Liabilities 2010: $13,542Net Assets 2010: $191,3522010Assets 2011: $241,858Liabilities 2011: $27,983Net Assets 2011: $213,8752011Assets 2012: $252,970Liabilities 2012: $38,683Net Assets 2012: $214,2872012Assets 2013: $271,554Liabilities 2013: $25,277Net Assets 2013: $246,2772013Assets 2014: $332,401Liabilities 2014: $53,036Net Assets 2014: $279,3652014Assets 2015: $313,741Liabilities 2015: $23,149Net Assets 2015: $290,5922015Assets 2016: $303,893Liabilities 2016: $29,374Net Assets 2016: $274,5192016Assets 2017: $346,144Liabilities 2017: $48,180Net Assets 2017: $297,9642017Assets 2018: $370,868Liabilities 2018: $25,086Net Assets 2018: $345,7822018Assets 2019: $419,815Liabilities 2019: $38,087Net Assets 2019: $381,7282019Assets 2020: $377,144Liabilities 2020: $3,150Net Assets 2020: $373,9942020Assets 2021: $488,435Liabilities 2021: $16,585Net Assets 2021: $471,8502021Assets 2022: $445,391Liabilities 2022: $26,333Net Assets 2022: $419,0582022Assets 2023: $626,174Liabilities 2023: $328,609Net Assets 2023: $297,5652023Assets 2024: $591,725Liabilities 2024: $275,615Net Assets 2024: $316,1102024

Highlighted filing

2024

Assets$591,725
Liabilities$275,615
Net Assets$316,110
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $285,524Expenses 2010: $251,526Net Income 2010: $33,9982010Revenue 2011: $269,142Expenses 2011: $248,021Net Income 2011: $21,1212011Revenue 2012: $246,049Expenses 2012: $244,941Net Income 2012: $1,1082012Expenses 2013: $232,3512013Revenue 2014: $311,859Expenses 2014: $278,770Net Income 2014: $33,0892014Revenue 2015: $287,934Expenses 2015: $276,709Net Income 2015: $11,2252015Revenue 2016: $268,317Expenses 2016: $284,391Net Income 2016: -$16,0742016Revenue 2017: $321,801Expenses 2017: $298,358Net Income 2017: $23,4432017Revenue 2018: $360,674Expenses 2018: $312,856Net Income 2018: $47,8182018Revenue 2019: $368,435Expenses 2019: $328,403Net Income 2019: $40,0322019Revenue 2020: $283,943Expenses 2020: $287,823Net Income 2020: -$3,8802020Revenue 2021: $414,578Expenses 2021: $405,236Net Income 2021: $9,3422021Revenue 2022: $194,447Expenses 2022: $230,788Net Income 2022: -$36,3412022Revenue 2023: $147,239Expenses 2023: $257,163Net Income 2023: -$109,9242023Revenue 2024: $124,086Expenses 2024: $142,546Net Income 2024: -$18,4602024

Highlighted filing

2024

Revenue$124,086
Expenses$142,546
Net Income-$18,460
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$591,725
Liabilities
$275,615
Net assets
$316,110
Revenue
$124,086
Expenses
$142,546
Net income
-$18,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$2.76$3.16$1.24$1.43$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$3.29$2.98$1.47$2.57$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.26$4.19$1.94$2.31$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.17$4.72$4.15$4.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.03$3.74$2.84$2.88$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.38$3.82$3.68$3.28$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.25$3.46$3.61$3.13$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.48$2.98$3.22$2.98$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.29$2.75$2.68$2.84$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.23$2.91$2.88$2.77$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.53$2.79$3.12$2.79$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.25$2.46$2.32
2012Summary only. Only limited summary data is available for this year.$2.53$0.39$2.14$2.46$2.45$0.01
2011Summary only. Only limited summary data is available for this year.$2.42$0.28$2.14$2.69$2.48$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.14$1.91$2.86$2.52$0.34
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 13, 2016
Return Version
2015v3.0
Gross Receipts
$275,154
Mission and Program Overview

Mission

To provide continuing education for cpas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$290,592$274,519▼ $16,073
Investments in Publicly Traded Securities$147,082$145,521▼ $1,561
Savings and Temporary Cash Investments$128,683$119,557▼ $9,126
Cash and Non-Interest-Bearing Accounts$19,060$18,013▼ $1,047
Land, Buildings, and Equipment, Net$2,753$8,062▲ $5,309
Accounts Receivable$6,878$3,937▼ $2,941
Total Assets$313,741$303,893▼ $9,848
Other Assets Total$9,285$8,803▼ $482
Liabilities
Accounts Payable and Accrued Expenses$14,869$16,249▲ $1,380
Deferred Revenue$8,280$13,125▲ $4,845
Total Liabilities$23,149$29,374▲ $6,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$290,592$274,519▼ $16,073
Total Liabilities and Net Assets / Fund Balance$313,741$303,893▼ $9,848

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,062$35,253$43,315
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Connie Clark CPADir/president
Olivia Riley CPADir/president-elect
Kate Rhoden CPADir/ Vice President
Jennifer Brown CPADir/vice President
Kristy Holmes CPADir/vice President
Alex Yarger CPADirector
Angie Hardy CPADirector
Anthony Ross CPADirector
Bette Williams CPADirector
Carol Boyd CPADirector
Christi Mondrik CPADirector
Diana Sullivan CPADirector
Donna Wesling CPADirector
Ed Summers CPADirector
Gary Mcintosh CPADirector
Jan Keeling CPADirector
Jeremy Myers CPADirector
Joyce Smith CPADirector
Julie Dale CPADirector
Katy Avenson CPADirector
Michele Heyman CPADirector
Nancy Ross CPADirector
Diane JoinerExecutive Director
Paul Matthews CPADir/sec.-treasurer
Mary Kay Robinson CPADir/treasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$247,617
Investment Income
$-1,436
Other Revenue
$22,136
Change in Net Assets
$-16,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$273,891
Grants and Similar Amounts Paid$10,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$85,005$0$0$85,005
Fees for Services Management$0$56,074$0$56,074
All Other Expenses$42,550$4,833$0$47,383
Occupancy$40,243$0$0$40,243
Grants to Domestic Orgs$10,500--$10,500
Depreciation Depletion$0$821$0$821
Fees for Services Other$599$0$0$599
Total Functional Expenses$213,668$70,723$0$284,391
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,884
Fundraising Direct Expenses$5,826
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Austin Chapter--tscpa Cpe Foundation
EIN
74-2195471
Phone
5124450044
Address
3305 NORTHLAND DRIVE, AUSTIN, TX 78731-4990

Signing Officer

Name
Diane Joiner
Title
Executive Director
Phone
5124450044
Signed
2016-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Joiner
Formed
1981
Legal Domicile
TX
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
20

Preparer

Firm
Byron a Parker CPA
Address
500 SOUTH CENTER STREET, FORNEY, TX 75126
Preparer
Byron a Parker CPA
Phone
9725640247
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE TEXAS SOCIETY OF CPAs WITH THE CPA PREPARER.”

Pt VI, Line 12C

“All officers and directors are required to complete the conflicts policy annually to affirm that there are no conflicts.”

Pt VI, Line 15A

“No director or officer is compensated by the filing organization and there are no paid employees.”

Pt VI, Line 15B

“No director or officer is compensated by the filing organization and there are no paid employees.”

Pt VI, Line 19

“Governing documents, conflicts of interest policy and other documents are made available to the public upon request.”

Form 990, Part IX, Line 24E

“Copier charges 9600. 9600. 0. 0.”

Form 990, Part IX, Line 24E

“Instructor travel 7252. 7252. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 2522. 2522. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment and supplies 762. 762. 0. 0.”

Form 990, Part IX, Line 24E

“Meetings 4103. 4103. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous expenses 4833. 0. 4833. 0.”

Form 990, Part IX, Line 24E

“Printing 13114. 13114. 0. 0.”

Form 990, Part IX, Line 24E

“Shipping and postage 5197. 5197. 0. 0.”

Raw XML AppendixShowing 400 of 506 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014869
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016249
IRS990/AccountsReceivableGrp/BOYAmt06878
IRS990/AccountsReceivableGrp/EOYAmt03937
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE CONTINUING EDUCATION FOR CPAs.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04833
IRS990/AllOtherExpensesGrp/ProgramServicesAmt042550
IRS990/AllOtherExpensesGrp/TotalAmt047383
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0STEPHEN R PHILLIPS
IRS990/BooksInCareOfDetail/PhoneNum09726878530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014651 DALLAS PARKWAY SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752547408
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019060
IRS990/CashNonInterestBearingGrp/EOYAmt018013
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt010500
IRS990/CYInvestmentIncomeAmt0-1436
IRS990/CYOtherExpensesAmt0273891
IRS990/CYOtherRevenueAmt022136
IRS990/CYProgramServiceRevenueAmt0247617
IRS990/CYRevenuesLessExpensesAmt0-16074
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0284391
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0268317
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt08280
IRS990/DeferredRevenueGrp/EOYAmt013125
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0821
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0821
IRS990/Desc0THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS AND SENDS OUT NEWSLETTERS THAT KEEP CPAS ABREAST OF CURRENT DEVELOPMENTS IN ACCOUNTING. 115 PROGRAMS WERE CONDUCTED DURING THE YEAR FOR 2352 ATTENDEES. 12 E-NEWSLETTERS WITH CPE CATALOG LINKS WERE ALSO PRODUCED DURING THE YEAR.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0213668
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt056074
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt056074
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0599
IRS990/FeesForServicesOtherGrp/TotalAmt0599
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/PersonNm0CONNIE CLARK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1OLIVIA RILEY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISTY HOLMES CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER BROWN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4KATE RHODEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL MATTHEWS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY KAY ROBINSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANE JOINER
IRS990/Form990PartVIISectionAGrp/PersonNm8ANTHONY ROSS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL BOYD CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10KATY AVENSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11NANCY ROSS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12GARY MCINTOSH CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13JAN KEELING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14JOYCE SMITH CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15ED SUMMERS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELE HEYMAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17DONNA WESLING CPA
IRS990/Form990PartVIISectionAGrp/PersonNm18BETTE WILLIAMS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTI MONDRIK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm20DIANA SULLIVAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm21ANGIE HARDY CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22ALEX YARGER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23JEREMY MYERS CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24JULIE DALE CPA
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR/PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR/ VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR/SEC.-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR/TREASURER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
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/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt05826
IRS990/FundraisingGrossIncomeAmt021884
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0275154
IRS990/GrossRentsGrp/RealAmt04111
IRS990/GroupExemptionNum02503
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt031
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0-1436
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-1436
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0147082
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0145521
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035253
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08062
IRS990/LandBldgEquipCostOrOtherBssAmt043315
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt01011
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE CONTINUING EDUCATION FOR CPAs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0290592
IRS990/NetAssetsOrFundBalancesEOYAmt0274519
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016058
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016058
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03100
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03100
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt040243
IRS990/OccupancyGrp/TotalAmt040243
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09285
IRS990/OtherAssetsTotalGrp/EOYAmt08803
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0TSBPA SPONSOR FEE
IRS990/OtherExpensesGrp/Desc1BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2COURSE/CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc3SPEAKER HONORARIA
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18995
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01250
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt233521
IRS990/OtherExpensesGrp/ProgramServicesAmt385005
IRS990/OtherExpensesGrp/TotalAmt01250
IRS990/OtherExpensesGrp/TotalAmt18995
IRS990/OtherExpensesGrp/TotalAmt233521
IRS990/OtherExpensesGrp/TotalAmt385005
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02978
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02978
IRS990/OtherRevenueTotalAmt02978
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DIANE JOINER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CPE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1TSCPA CPE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CPE SPONSORSHIP INCOME
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0229210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04815
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt07997
IRS990/PYOtherExpensesAmt0271709
IRS990/PYOtherRevenueAmt07432
IRS990/PYProgramServiceRevenueAmt0267690
IRS990/PYRevenuesLessExpensesAmt011225
IRS990/PYTotalExpensesAmt0276709
IRS990/PYTotalRevenueAmt0287934
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16074
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03100
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0247651
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0290592
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0274519
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128683
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119557
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: FUNDRAISING EVENTS 2011: 15700. 2012: 16186. 2013: 33915. 2014: 8260. 2015: 21884. Description: MISCELLANEOUS INCOME 2013: 4150. 2014: 113. 2015: 7089.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07846
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03475
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013593
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0247617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0265277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0270681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0241070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0237967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01262612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016436
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt060916
IRS990ScheduleA/InvestmentIncomeCYPct00.04230
IRS990ScheduleA/InvestmentIncomePYPct00.05410
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt028973
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08373
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038065
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016186
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015700
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0107297
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88310
IRS990ScheduleA/PublicSupportPY509Pct00.86640
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01270458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0247617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0270092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0273712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0241070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0237967
IRS990ScheduleA/Total509Grp/TotalAmt01270458
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01438671
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt08062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035253
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043315
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08062
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP PAYMENTS ARE MADE VIA CHECKS PAYABLE JOINTLY TO THE SCHOLARSHIP RECIPIENT AND HIS OR HER SCHOOL. BECAUSE OF THE FEDERAL PRIVACY LAWS, THERE IS NO FOLLOW-UP PERMITTED BY THE FOUNDATION ON THE SCHOLARSHIP AWARDS. HOWEVER, THE RECIPIENT'S SCHOOL WILL REFUND ANY UNUSED PORTION OF A SCHOLARSHIP IF A STUDENT RECIPIENT WITHDRAWS FROM SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE TEXAS SOCIETY OF CPAs WITH THE CPA PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE THE CONFLICTS POLICY ANNUALLY TO AFFIRM THAT THERE ARE NO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DIRECTOR OR OFFICER IS COMPENSATED BY THE FILING ORGANIZATION AND THERE ARE NO PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DIRECTOR OR OFFICER IS COMPENSATED BY THE FILING ORGANIZATION AND THERE ARE NO PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIER CHARGES 9600. 9600. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSTRUCTOR TRAVEL 7252. 7252. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE 2522. 2522. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT AND SUPPLIES 762. 762. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEETINGS 4103. 4103. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSES 4833. 0. 4833. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRINTING 13114. 13114. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SHIPPING AND POSTAGE 5197. 5197. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e

Document Assets

No mirrored PDF or thumbnail assets are attached yet.