2021-04-12T12:03:16-05:00 2020-05-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2019-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 777 POST OAK BLVD NO 500 HOUSTON TX 77056 MARK ALLEN CAE EXECUTIVE DIRECTOR 7136227733 2021-04-07 1 GUY T TABOR CPA P00171798 7136222310 2019 2022-09-23 18:48:47Z MARK ALLEN CAE 777 POST OAK BLVD NO 500 HOUSTON TX 77056 1950292 0 X WWW.TX.CPA/HOUSTON/ X 1978 TX TO EDUCATE, INFORM, AND LEAD. 25 25 0 150 543 0 724809 294722 1028098 766113 51503 63046 -82359 -78 1722051 1123803 85609 14335 0 0 298263 221040 0 0 17811 1090389 747934 1474261 983309 247790 140494 2453743 2370484 695467 480399 1758276 1890085 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. 0 0 729133 0 THE HOUSTON TSCPA FOUNDATION WAS ORGANIZED IN 1978 TO PROVIDE CONTINUING PROFESSIONAL EDUCATION FOR CPAS IN HOUSTON AND THROUGHOUT TEXAS. LAST YEAR, 59 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED AND CPA PARTICIPANTS HAD THE OPPORTUNITY TO EARN UP TO 273 HOURS OF CPE. 14335 14335 THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. 0 0 THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO AREA ACCOUNTING STUDENTS FOR 13 YEARS. 743468 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X KRISTIE ONDRACEK 7136227733 777 POST OAK BLVD 500 HOUSTON TX 77056 X MOHAN KURUVILLA CPA IMMEDIATE PAST PRESIDENT 2.00 2.00 X 0 0 0 AUSTIN CARLSON CPA DIRECTOR 1.00 1.00 X 0 0 0 GUADALUPE GARCIA CPA DIRECTOR 1.00 1.00 X 0 0 0 DARRELL GROVES CPA PRESIDENT ELECT 1.00 1.00 X X 0 0 0 TIM ADLER CPA DIRECTOR/SECRETARY 1.00 1.00 X X 0 0 0 BRIAN ALBERTS CPA DIRECTOR 1.00 1.00 X 0 0 0 ADAM DIMMICK CPA DIRECTOR/TREASURER-ELECT 1.00 1.00 X 0 0 0 WADE EGMON CPA DIRECTOR 1.00 1.00 X 0 0 0 BRAD ELGIN CPA DIRECTOR 1.00 1.00 X 0 0 0 KELLY HUNTER CPA DIRECTOR/TREASURER 2.00 2.00 X 0 0 0 STEPHEN KING CPA DIRECTOR 1.00 1.00 X 0 0 0 KRISTIE ONDRACEK CPA ACTING EXECUTIVE DIRECTOR, ASST. SEC 25.00 25.00 X 0 94287 3771 GERI PACHECO CPA DIRECTOR 1.00 1.00 X 0 0 0 LISA PITTS CPA DIRECTOR 1.00 1.00 X 0 0 0 RAMSEY WOMACK CPA PRESIDENT 4.00 4.00 X X 0 0 0 BRIAN BAUMLER CPA DIRECTOR 1.00 1.00 X 0 0 0 DAVID DONNELLY CPA DIRECTOR 1.00 1.00 X 0 0 0 CHARLOTTE JUNGEN CPA DIRECTOR/VICE PRESIDENT 1.00 1.00 X X 0 0 0 MICHELLE MULLEN CPA DIRECTOR 1.00 1.00 X 0 0 0 JIM STINSON CPA DIRECTOR 1.00 1.00 X 0 0 0 DANIELLE SUPKIS CHEEK CPA DIRECTOR 1.00 1.00 X 0 0 0 CAROL HAHN CAP DIRECTOR 1.00 1.00 X 0 0 0 TAMI LEDBETTER CPA DIRECTOR 1.00 1.00 X 0 0 0 LAURA MARDIS CPA DIRECTOR 1.00 1.00 X 0 0 0 KATHERINE RODRIGUEZ CPA DIRECTOR 1.00 1.00 X 0 0 0 RUBEN YERIZARIAN CPA DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER POFF CAE EXEC. DIR./ASST SECRETARY 25.00 25.00 X 0 128490 3781 0 222777 7552 0 1 0 0 0 12640 252000 30082 294722 PROFESSIONAL DEVELOPME 541900 718976 718976 FACILITY FEES 541900 47137 47137 766113 53599 53599 829876 820429 9447 9447 9447 0 12640 6060 -6060 -6060 OTHER INCOME 541900 5439 5439 NEWSLETTER ADVERTISING 541800 543 543 5982 1123803 766113 543 62425 14335 14335 221040 151300 64477 5263 678 319 332 27 18336 8618 8985 733 15115 15115 17542 8984 7912 646 22769 17271 5083 415 26823 25308 1401 114 52372 31359 19427 1586 121885 57286 59724 4875 21913 10299 10737 877 PROGRAM SERVICES 163965 162633 289 1043 OUTSIDE FACILITY 93484 93484 INSTRUCTOR/SPEAKER FEE 69080 69080 EQUIPMENT RENTAL 53637 53220 386 31 70335 39972 28162 2201 983309 743468 222030 17811 496805 496838 187054 321289 91990 45447 76403 46258 310641 277166 51179 33475 894520 803661 646202 613926 0 0 9590 9590 2453743 2370484 195573 67348 137091 120991 51900 362803 240160 695467 480399 X 121351 215028 1636925 1675057 1758276 1890085 2453743 2370484 X 140494 -14744 6059 X X 0 1 X 1 0 X 360407 307343 236873 472809 42722 1420154 1344948 1066812 1124179 1049799 766113 5351851 6937 9645 1001 3878 5982 27443 1712292 1383800 1362053 1526486 814817 6799448 0 0 0 6799448 42387 44784 56279 49795 53599 246844 42387 44784 56279 49795 53599 246844 1754679 1428584 1418332 1576281 868416 7046292 0.96500 0.96980 0.03500 0.03020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1307504 450 27681 12140 1323495 1314938 -2719 4715 1307504 1221910 36397 96312 39681 1314938 1107315 79815 98765 63985 1221910 1137347 83243 -48360 64915 1107315 0 0 121447 99153 22294 99866 98383 1483 89328 79630 9698 33475 CORPORATE BONDS 613926 C 613926 PAYABLE TO AFFILIATE 240160 240160 X 848005 -14744 -1 -14745 862750 15113 245940 261053 1123803 968196 0 968196 15113 15113 983309 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE ORGANIZATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF MAY 31, 2020, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUE OF LIMITATIONS ARE FROM THE YEAR ENDED MAY 31, 2017 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE COMBINED STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING -1. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION CONTRIBUTION 252,000. FUNDRAISING DIRECT EXPENSES -6,060. FALL FUNDRAISER 12640 12640 4032 2028 12640 12640 4032 2028 6060 -6060 1 CPAS HELPING SCHOOLS 777 POST OAK BLVD 500 HOUSTON TX 77056 741988533 501(C)(3) 14335 EDUCATIONAL SUPPORT PART I, LINE 2: COMMITTEE MEETINGS WITH MEMBERS AND STAFF TO REVIEW THE REQUESTS AND EXPENDITURES. X 1 1 X X X 1 0 0 0 0 0 0 0 0 JENNIFER POFF CAE EXEC. DIR./ASST SECRETARY 0 99225 0 3000 0 26265 0 0 0 3781 0 132271 0 0 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 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, CONTROLLER, 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 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 XI, LINE 9: ROUNDING -1. DIRECT FUNDRAISING EXPENSE 6,060. 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. 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. TXCPA HOUSTON 777 POST OAK BLVD 500 HOUSTON TX 77056 741335242 CPAS TX 501(C)(6) N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TXCPA HOUSTON O 221039 COMPENSATION TXCPA HOUSTON C 252000 ACTUAL TXCPA HOUSTON E 451225 ACTUAL