2019-03-05T13:12:23-06:00 2018-05-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2017-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 777 POST OAK BLVD NO 500 HOUSTON TX 77056 JENNIFER POFF EXECUTIVE DIRECTOR 7136227733 2019-02-19 1 GUY T TABOR CPA P00171798 7136222310 64.88.174.3 2019-02-19 09:44:17 CS P AAB8A2EEEA6DFAB62541F687317EDCDF3FC98569 1193D72F56CBD3942054D8E5E0F19270FF1DE762 2017 2019-02-21 02:37:17Z JENNIFER POFF 777 POST OAK BLVD NO 500 HOUSTON TX 77056 2323214 0 X WWW.HOUSTONCPA.ORG X 1978 TX TO EDUCATE, INFORM, AND LEAD. 25 25 0 400 0 0 307343 488873 1069427 1124179 41463 186371 -52152 -48980 1366081 1750443 185485 85181 0 0 222968 467292 0 0 25130 902663 1091648 1311116 1644121 54965 106322 2197574 2254989 783387 700694 1414187 1554295 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 1172398 1254495 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 325 HOURS OF CPE. 54229 39681 THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. SANTA CPAS GIVES BOOKS AND TREATS TO ALL CHILDREN IN HOUSTON INDEPENDENT SCHOOL DISTRICT'S HEAD START AND EARLY START PROGRAMS. 57151 45500 THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO AREA ACCOUNTING STUDENTS FOR 13 YEARS. 1283778 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 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 3 0 1 0 0 0 0 0 0 1 1 0 0 X 25 25 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X KRISTIE ONDRACEK 7136227733 777 POST OAK BLVD 500 HOUSTON TX 77056 X SHEILA ENRIQUEZ CPA PRESIDENT 10.00 X X 0 0 0 MOHAN KURUVILLA CPA PRESIDENT-ELECT 2.00 X X 0 0 0 AUSTIN CARLSON CPA SECRETARY 5.00 X X 0 0 0 GUADALUPE GARCIA CPA VICE PRESIDENT 5.00 X X 0 0 0 DARRELL GROVES CPA TREASURER 2.00 X X 0 0 0 JANELLE JONES CPA TREASURER-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 2.00 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 DIRECTOR 2.00 X 0 0 0 DEBRA SEEFELD CPA IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 CASEY STEWART CPA DIRECTOR 2.00 X 0 0 0 RAMSEY WOMACK CPA DIRECTOR 2.00 X 0 0 0 BRIAN BAUMLER CPA DIRECTOR 2.00 X 0 0 0 LEO CAILLETEAU CPA DIRECTOR 2.00 X 0 0 0 DAVID DONNELLY CPA DIRECTOR 2.00 X 0 0 0 CHARLOTTE JUNGEN CPA DIRECTOR 2.00 X 0 0 0 MICHELLE MULLEN CPA DIRECTOR 2.00 X 0 0 0 JIM STINSON CPA DIRECTOR 2.00 X 0 0 0 JENNIFER POFF CAE EXEC. DIR./ASST SECRETARY 30.00 45.00 X 43714 65571 0 43714 65571 0 0 0 0 0 0 228648 252000 8225 488873 PROFESSIONAL DEVELOPME 541900 1081501 1081501 FACILITY FEES 541900 42678 42678 1124179 56055 56055 653106 522790 130316 130316 130316 0 228648 49981 -49981 -49981 OTHER INCOME 541900 1001 1001 1001 1750443 1254495 0 7075 85181 85181 43715 20546 21420 1749 324009 197980 116518 9511 67249 31607 32952 2690 32319 15190 15836 1293 12400 12400 2733 2733 36969 36969 35997 19958 15751 288 58784 27629 28804 2351 142680 67060 69913 5707 8185 3847 4011 327 20534 9651 10062 821 836 393 410 33 PROGRAM SERVICES 520384 520384 EQUIPMENT RENTAL 199210 199210 BANK CHARGES & CREDIT C 29319 29319 MISCELLANEOUS 9262 8685 533 44 14355 10169 3870 316 1644121 1283778 335213 25130 417805 322753 156819 140759 30120 69955 53447 44125 353543 280943 69167 72600 915977 1019141 554239 585656 0 2197574 2254989 288225 228773 105301 26591 389861 445330 783387 700694 X 53055 17214 380959 545319 980173 991762 1414187 1554295 2197574 2254989 X 106322 -64514 98300 X X 0 1 X 1 0 X 350577 455451 360407 307343 236873 1710651 1260694 1145967 1344948 1066812 1124179 5942600 4397 3691 6937 9645 1001 25671 1615668 1605109 1712292 1383800 1362053 7678922 0 0 0 7678922 36283 45228 42387 44784 56279 224961 36283 45228 42387 44784 56279 224961 1651951 1650337 1754679 1428584 1418332 7903883 0.97150 0.97550 0.02850 0.02450 X 1221910 36397 96312 39681 1314938 1107315 79815 98765 63985 1221910 1137347 83243 -48360 64915 1107315 1010794 174397 19215 67059 1137347 901034 85108 104128 66580 1010794 0.86000 0.14000 0 0 120896 75384 45512 101682 99105 2577 130965 106454 24511 72600 CORPORATE BONDS 585656 C 585656 PAYABLE TO AFFILIATE 445330 445330 1483910 -64514 49981 -14533 1498443 252000 252000 1750443 1595802 49981 49981 1545821 98300 98300 1644121 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION CONTRIBUTION 252,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJ TO PAYROLL TAX AND EMPLOYEE BENEFIT REPORTING BETWEEN RELATED ENTITIES 98,300. ANNUAL SCHOLARSHIP EXTRAVAGANZA 228648 228648 47535 1805 641 228648 228648 47535 1805 641 49981 -49981 1 CPAS HELPING SCHOOLS 777 POST OAK BLVD 500 HOUSTON TX 77056 741988533 501(C)(3) 39681 EDUCATIONAL SUPPORT 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 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 XI, LINE 9: DIRECT FUNDRAISING EXPENSES ADJ TO PAYROLL TAX AND EMPLOYEE BENEFIT REPORTING BETWEEN RELATED ENTITIE 98,300. 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 1 1 0 HOUSTON CHAPTER OF THE TSCPA O 363110 COMPENSATION HOUSTON CHAPTER OF THE TSCPA C 253500 ACTUAL HOUSTON CHAPTER OF THE TSCPA E 445330 ACTUAL HOUSTON CHAPTER OF THE TSCPA N ACTUAL HOUSTON CHAPTER OF THE TSCPA R ACTUAL