2016-01-07T15:24:40-06:00 2015-05-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DR STE 1000 HOUSTON TX 770812222 990 2014-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 777 POST OAK BLVD STE 500 HOUSTON TX 77056 JOHN RAMSEY WOMACK III TREASURER 7136227733 2015-12-31 true THOMAS JONES JR P00181555 7139681600 2016-01-07 2014 2016-04-25 22:37:26Z JOHN RAMSEY WOMACK III 777 POST OAK BLVD HOUSTON TX 77056 2123662 false X WWW.HOUSTONCPA.ORG X 1978 TX 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. 25 25 9 100 0 350577 455451 1195093 1117092 57079 74936 31709 -43917 1634458 1603562 297819 253818 0 252100 263378 0 66765 1044569 966525 1594488 1483721 39970 119841 1949184 1952799 708547 631908 1240637 1320891 X 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. false false 1274682 253818 THE HOUSTON TSCPA FOUNDATION WAS ORGANIZED IN 1978 TO PROVIDE CONTINUING PROFESSIONAL EDUCATION FOR CPAS IN HOUSTON AND THROUGHOUT TEXAS. LAST YEAR, OVER 85 CONTINUING PROFESSIONAL EDUCATION PROGRAMS WERE OFFERED, AND CPA PARTICIPANTS EARNED ALMOST 42,000 HOURS OF CONTINUING EDUCATION HOURS. 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. THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER 1,000,000 IN SCHOLARSHIPS TO AREA ACCOUNTING STUDENTS. FOR 26 YEARS, THE ANNUAL GOLF CLASSIC HAS GIVEN ALL NET PROCEEDS TO THE MAKE-A-WISH ORGANIZATION BENEFITTING CHILDREN WITH LIFE THREATENING ILLNESSES. 1274682 true true false false false false false false false true true true false false true false false true false false false false false false true false false true false true false false false false false false false false false false false false false true false true false true 7 0 true 9 true false false false false false true true false false false false false false false false false X 25 25 false false false false true true false true true false true true false true true true true true true true false X NANCY TOBERMAN 7136227733 777 POST OAK BLVD 500 HOUSTON TX 77056 X CAROL WARLEY CPA PRESIDENT 10.00 X X 0 0 0 GERRAD HEEP CPA PRESIDENT EL 7.00 X X 0 0 0 DEBRA SEEFELD CPA VICE PRESIDE 5.00 X X 0 0 0 GAIL NEELY CPA SECRETARY 5.00 X X 0 0 0 SHEILA ENRIQUEZ CPA TREASURER 5.00 X X 0 0 0 RAMSEY WOMACK CPA TREASURER EL 2.00 X X 0 0 0 THOMAS DEGEORGIO CPA IMD PAST PRE 2.00 X X 0 0 0 SCOTT BARKER CPA DIRECTOR 2.00 X 0 0 0 DAVID DONNELLY CPA DIRECTOR 2.00 X 0 0 0 WADE EGMON CPA DIRECTOR 2.00 X 0 0 0 LUPE GARCIA CPA DIRECTOR 2.00 X 0 0 0 KELLY HUNTER CPA DIRECTOR 2.00 X 0 0 0 JANELLE JONES CPA DIRECTOR 2.00 X 0 0 0 CINDI JOHNSON CPA DIRECTOR 2.00 X 0 0 0 STEPHEN KING CPA DIRECTOR 2.00 X 0 0 0 MOHAN KURUVILLA CPA DIRECTOR 2.00 X 0 0 0 DONNA LANIER CPA DIRECTOR 2.00 X 0 0 0 ROBIN LUNSFORD CPA DIRECTOR 2.00 X 0 0 0 LYNN MENARD CPA DIRECTOR 2.00 X 0 0 0 TONJA RODRIGUEZ CPA DIRECTOR 2.00 X 0 0 0 SUSAN SAMPLE CPA DIRECTOR 2.00 X 0 0 0 BENJAMIN SIMISKEY CPA DIRECTOR 2.00 X 0 0 0 CASEY STEWART CPA DIRECTOR 2.00 X 0 0 0 JIM STINSON CPA DIRECTOR 2.00 X X 0 0 0 HOLLY ZHANG CPA DIRECTOR 2.00 X X 0 0 0 NANCY RUTLEDGE EXECUTIVE DI 12.00 X 49426 115326 0 49426 115326 false true false 358857 96594 455451 PROFESSIONAL DEVELOPMENT 541900 1038991 1038991 FACILITY FEES 541900 78101 78101 1117092 45228 45228 473325 443617 29708 29708 29708 28875 358857 76483 -47608 OTHER INCOME 541900 3691 3691 3691 1603562 1146800 48919 253818 253818 49426 26690 16311 6425 165211 106819 41889 16503 32542 17573 10739 4230 16199 8747 5346 2106 10500 10500 2524 2524 52044 52044 73350 63609 4874 4867 15881 11117 2382 2382 144460 102564 20948 20948 9800 5166 3390 1244 46442 32510 6966 6966 3102 1675 1024 403 PROGRAM EXPENSES 441807 436397 5379 31 EQUIPMENT RENTAL 92182 91980 101 101 BANK CHARGES 31906 31906 MISCELLANEOUS 30203 28654 990 559 12324 3413 8911 1483721 1274682 142274 66765 310357 226305 106820 204425 80993 39631 56023 81831 335579 230508 149850 105071 713040 735685 532101 559851 1949184 1952799 160214 143859 64229 126403 484104 361646 708547 631908 X 120392 63395 291411 327870 828834 929626 1240637 1320891 1949184 1952799 119841 -39587 X false true X true false X 755640 372418 420717 350577 455451 2354803 1036007 1151267 1247170 1260694 1145967 5841105 -3295 5692 282 4397 3691 10767 1788352 1529377 1668169 1615668 1605109 8206675 8206675 14210 24822 32045 36283 45228 152588 14210 24822 32045 36283 45228 152588 1802562 1554199 1700214 1651951 1650337 8359263 0.98170 0.98440 0.02000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1010794 174397 27990 67059 1137347 901034 85108 104128 66580 1010794 719793 202017 51166 71942 901034 504106 308212 92525 719793 227751 309325 36881 69851 504106 0.82000 0.18000 false false 109576 40434 69142 226003 190074 35929 105071 CORPORATE BONDS 559851 F 559851 PAYABLE TO AFFILIATE 361646 361646 1640459 -39587 76484 36897 1603562 1603562 1560205 76484 76484 1483721 1483721 SCHEDULE D, PAGE 2, PART V, LINE 4 1/CPAS HELPING SCHOOLS - GRANTS TO SCHOOL GRADES PREK-12 BASED ON NEED; 2/ACCOUNTING SCHOLARSHIP ENDOWMENT - COLLEGE SCHOLARSHIPS FOR ACCOUNTING STUDENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES 76,484 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 76,484 ANNUAL SCHOLARS 287278 287278 50188 5450 GOLF CLASSIC 88650 59775 28875 8800 4366 7679 1 11804 11804 387732 358857 28875 8800 54554 5450 7679 76483 -47608 true SANTA'S CPAS 777 POST OAK BLVD 500 HOUSTON TX 77056 741988533 9564 ACTUAL EDUCATION MAKE-A-WISH OF TX GULF COAST & LA 1604 BISSONNET HOUSTON TX 77005 760116615 65759 ACTUAL CHARITABLE DONATION CPA HELPING SCHOOLS 62059 ACTUAL EDUCATION SCHEDULE I, PAGE 1, PART I, LINE 2 COMMITTEE MEETINGS WITH MEMBERS AND STAFF TO REVIEW THE REQUESTS AND EXPENDITURES. X true true X X X false false false false false false false false false NANCY RUTLEDGE EXECUTIVE DIRECTOR 49426 115326 49426 115326 FORM 990 - ORGANIZATION'S 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 CHARITABLE CAUSES. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERSHIP IS THROUGH THE HOUSTON CPA SOCIETY, WHICH IS RELATED TO THE HOUSTON TSCPA FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ELECT THE EXECUTIVE BOARD AND SOME OTHER COMMITTEE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY TREASURER, EXECUTIVE DIRECTOR, PRESIDENT, AND CONTROLLER BEFORE FILING. THEN THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS IN THE NORMAL COURSE OF BUSINESS. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A 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 CONTROLLER RECOMMENDED BY PERSONNEL COMMITTEE IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. FORM 990, PAGE 6, 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. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AVAILABLE ON 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 76,484 DIRECT FUNDRAISING EXPENSES -76,484 HOUSTON CHAPTER OF THE TSCPA 777 POST OAK BLVD 500 HOUSTON TX 770563212 741335242 CPAS TX 501C6 N/A false false false true false true false false false false false false false false true true false false true false HOUSTON CHAPTER OF THE TSCPA O 608190 COMPENSATION HOUSTON CHAPTER OF THE TSCPA C 4000 ACTUAL HOUSTON CHAPTER OF THE TSCPA D 361646 ACTUAL HOUSTON CHAPTER OF THE TSCPA Q 365000 ACTUAL