2020-04-09T10:21:42-05:00 2019-05-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2018-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 777 POST OAK BLVD NO 500 HOUSTON TX 77056 KRISTIE ONDRACEK ACTING EXECUTIVE DIRECTOR 7136227733 2020-04-08 1 GUY T TABOR CPA P00171798 7136222310 64.88.174.3 2020-04-08 06:31:12 CD P 8AD7AFB3DBAA8532883975CC379264CCCFCD756A 5D23A5F149F990FD173599A3CDC3F2EE4F85ADF6 2018 2020-09-22 18:59:49Z KRISTIE ONDRACEK 777 POST OAK BLVD NO 500 HOUSTON TX 77056 2361057 0 X WWW.HOUSTONCPA.ORG X 1978 TX TO EDUCATE, INFORM, AND LEAD. 25 25 0 250 54 0 488873 466863 1124179 1028098 186371 88237 -48980 192829 1750443 1776027 85181 85609 0 0 467292 298263 0 0 90387 1091648 964599 1644121 1348471 106322 427556 2254989 2453743 700694 695467 1554295 1758276 DEVELOP, 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. 0 0 920477 0 THE HOUSTON TSCPA FOUNDATION WAS ORGANIZED IN 1978 TO PROVIDE CONTINUING PROFESSIONAL EDUCATION FOR CPAS IN HOUSTON AND THROUGHOUT TEXAS. LAST YEAR, 60 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED AND CPA PARTICIPANTS HAD THE OPPORTUNITY TO EARN UP TO 337 HOURS OF CPE. 32822 32609 THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. 53581 53000 THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO AREA ACCOUNTING STUDENTS FOR 13 YEARS. 1006880 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 8 0 0 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 1 1 1 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 SHEILA ENRIQUEZ CPA IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MOHAN KURUVILLA CPA PRESIDENT 10.00 X X 0 0 0 AUSTIN CARLSON CPA DIRECTOR 2.00 X 0 0 0 GUADALUPE GARCIA CPA DIRECTOR 2.00 X 0 0 0 DARRELL GROVES CPA PRESIDENT ELECT 2.00 X X 0 0 0 TIM ADLER CPA DIRECTOR 2.00 X 0 0 0 BRIAN ALBERTS CPA DIRECTOR 2.00 X 0 0 0 ADAM DIMMICK CPA DIRECTOR 2.00 X 0 0 0 WADE EGMON CPA DIRECTOR 2.00 X 0 0 0 BRAD ELGIN CPA DIRECTOR 2.00 X 0 0 0 KELLY HUNTER CPA DIRECTOR/VP/TREASURER ELECT 2.00 X X 0 0 0 STEPHEN KING CPA DIRECTOR 2.00 X 0 0 0 KRISTIE ONDRACEK CPA DIRECTOR 2.00 X 0 0 0 GERI PACHECO CPA DIRECTOR 2.00 X 0 0 0 LISA PITTS CPA TREASURER 2.00 X X 0 0 0 CASEY STEWART CPA DIRECTOR 2.00 X 0 0 0 RAMSEY WOMACK CPA PRESIDENT ELECT 2.00 X X 0 0 0 BRIAN BAUMLER CPA DIRECTOR 2.00 X 0 0 0 DAVID DONNELLY CPA DIRECTOR 2.00 X 0 0 0 CHARLOTTE JUNGEN CPA DIRECTOR/SECRETARY 2.00 X X 0 0 0 MICHELLE MULLEN CPA DIRECTOR 2.00 X 0 0 0 JIM STINSON CPA DIRECTOR 2.00 X 0 0 0 DANIELLE SUPKIS CHEEK DIRECTOR 2.00 X 0 0 0 CAROL HAHN DIRECTOR 2.00 X 0 0 0 WESLEY MIDDLETON DIRECTOR 2.00 X 0 0 0 JENNIFER POFF CAE EXEC. DIR./ASST SECRETARY 28.80 19.20 X 0 109554 7604 0 109554 7604 0 0 0 0 ARAMARK 8701 KIRBY DR HOSUTON TX 77054 CATERING 110587 1 213363 253500 466863 PROFESSIONAL DEVELOPME 541900 968143 968143 FACILITY FEES 541900 59955 59955 1028098 51957 51957 550815 514535 36280 36280 36280 259446 213363 70495 188951 188951 OTHER INCOME 541900 3824 3824 NEWSLETTER ADVERTISING 541800 54 54 3878 1776027 1028098 54 281012 85609 85609 298263 191820 98410 8033 13883 6629 6707 547 7509 7509 32842 31026 172 1644 39648 37265 1970 413 52423 26096 24340 1987 138815 65243 68019 5553 247606 202307 64 45235 25314 11897 12404 1013 EVENT SERVICES 263168 250228 641 12299 EQUIPMENT RENTAL 57251 46551 10700 OTHER EXPENSES 36264 21464 13683 1117 CREDIT CARD FEES 32735 15386 16040 1309 17141 15359 1245 537 1348471 1006880 251204 90387 322753 496805 140759 187054 69955 91990 44125 76403 357437 306258 72600 51179 1019141 894520 585656 646202 0 9590 2254989 2453743 228773 195573 26591 137091 445330 362803 700694 695467 X 17214 121351 545319 641702 991762 995223 1554295 1758276 2254989 2453743 X 427556 -84617 -138959 X X 0 1 X 1 0 X 455451 360407 307343 236873 472809 1832883 1145967 1344948 1066812 1124179 1049799 5731705 3691 6937 9645 1001 3878 25152 1605109 1712292 1383800 1362053 1526486 7589740 0 0 0 7589740 45228 42387 44784 56279 49795 238473 45228 42387 44784 56279 49795 238473 1650337 1754679 1428584 1418332 1576281 7828213 0.96950 0.97150 0.03050 0.02850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1314938 -2719 4715 1307504 1221910 36397 96312 39681 1314938 1107315 79815 98765 63985 1221910 1137347 83243 -48360 64915 1107315 1010794 174397 19215 67059 1137347 0 0 120896 87269 33627 101682 99691 1991 134859 119298 15561 51179 CORPORATE BONDS 646202 C 646202 PAYABLE TO AFFILIATE 362803 362803 1292946 -84615 -7505 -92120 1385066 390961 390961 1776027 1340965 0 1340965 7506 7506 1348471 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. ANNUAL SCHOLARSHIP EXTRAVAGANZA 200321 200321 56366 6558 2830 1882 FALL FUNDRAISER 13042 13042 2859 213363 213363 56366 9417 2830 1882 70495 142868 1 CPAS HELPING SCHOOLS 777 POST OAK BLVD 500 HOUSTON TX 77056 741988533 501(C)(3) 32609 EDUCATIONAL SUPPORT 1 0 PART I, LINE 2: COMMITTEE MEETINGS WITH MEMBERS AND STAFF TO REVIEW THE REQUESTS AND EXPENDITURES. X 1 1 X X X 0 0 0 0 0 0 0 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 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 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. 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. HOUSTON CHAPTER OF THE TSCPA 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 HOUSTON CHAPTER OF THE TSCPA O 302015 COMPENSATION HOUSTON CHAPTER OF THE TSCPA C 252000 ACTUAL HOUSTON CHAPTER OF THE TSCPA E 400540 ACTUAL