COUNTY TREASURERS ASSOCIATION OF TEXAS: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
COUNTY TREASURERS ASSOCIATION OF TEXAS (EIN 74-2840900)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-02-11
IRS object ID
201500429349200405
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-11T08:03:51-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741130599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATTILLO BROWN & HILL LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 20725AddressLine1
CityWACOCity
StateTXState
ZIP Code767020725ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742840900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COUNTY TREASURERS' ASSOCIATION OF TEXASBusinessNameLine1
Business Name Line2C/O BECKY BURFORD TREASURERBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlCOUNBusinessNameControlTxt
Phone9037634186PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1480AddressLine1
CityQUITMANCity
StateTXState
ZIP Code75783ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBECKY BURFORDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9037634186PhoneNum
Signature2015-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHARON M HERWALD CPAPreparerPersonNm
PTINP00079864PTIN
Phone2547724901PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.CTATX.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$104,838GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$24,300ContributionsGiftsGrantsEtcAmt
Program Service Revenue$36,569ProgramServiceRevenueAmt
Membership Dues$40,225MembershipDuesAmt
Investment Income$47InvestmentIncomeAmt
Fundraising Gross Income$3,697FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,350SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$1,347SpecialEventsNetIncomeLossAmt
Total Revenue$102,488TotalRevenueAmt
Grants And Similar Amounts Paid$4,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,118FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$130OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$120PrintingPublicationsPostageAmt
Other Expenses Total$83,661OtherExpensesTotalAmt
Total Expenses$89,029TotalExpensesAmt
Excess Or Deficit For Year$13,459ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$315,534NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$503OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$329,496NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$157,517BOYAmt
EOY$168,557EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$158,017BOYAmt
EOY$160,939EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$315,534BOYAmt
EOY$329,496EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$315,534BOYAmt
EOY$329,496EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE CONTINUING EDUCATION FOR COUNTY TREASURERS OF TEXAS. AS TEXAS COUNTY TREASURERS, WE ADHERE TO THE HIGHEST STANDARDS AND PRINCIPLES WHICH PRODUCE THE MOST BENEFICIAL CONSEQUENCES TO THOSE WHOM WE SERVE. WE ADHERE TO THE DICTATES STATED IN OUR OATH OF OFFICE TO PRESERVE, PROTECT, AND DEFEND THE CONSTITUTION AND LAWS OF THE UNITED STATES AND THE STATE OF TEXAS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CONTINUING EDUCATION: THE COUNTY TREASURERS' ASSOCIATION OF TEXAS PROVIDES ONGOING PROGRAMS FOR THE CONTINUING EDUCATION FOR THE COUNTY TREASURERS OF THE STATE OF TEXAS. THERE ARE 254 COUNTIES IN THE STATE OF TEXAS. THE 2013 CONFERENCE HELD IN AMARILLO WAS ATTENDED BY APPROXIMATELY 170 PEOPLE.$0$47,136
SCHOLARSHIPS: THE COUNTY TREASURERS' ASSOCIATION OF TEXAS PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES AND SCHOLARSHIPS FOR COUNTY TREASURERS TO ATTEND THE TEXAS ASSOCIATION OF COUNTIES LEADERSHIP CLASS. THE AMOUNT AND NUMBER OF SCHOLARSHIPS VARY DEPENDING ON THE AVAILABILTY OF FUNDS. FOR THE YEAR ENDING 9/30/2014, FOUR $1,000 SCHOLARSHIPS WERE GIVEN TO HIGH SCHOOL SENIORS.$4,000$4,000
FieldValueIRS element (for citing)
Total Program Service Expenses$51,136TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELLI R WHITE
PRESIDENT8.00$0$0$0
DAVID BETANCOURT
PRESIDENT ELECT4.00$0$0$0
RENEE COUCH
FIRST VICE PRESIDENT2.00$0$0$0
TIM FUNCHESS
SECOND VICE PRESIDENT4.00$0$0$0
CHERYL CHAMBERS
SECRETARY4.00$0$0$0
LINDA DOUGLASS
TREASURER8.00$0$0$0
DELORES ORTEGA CARTER
IMMEDIATE PAST PRESIDENT4.00$0$0$0
JAN HARTL
HISTORIAN/TREASURER NOTES1.00$0$0$0
BOB HAMPTON
PARLIAMENTARIAN1.00$0$0$0
DIANNA SPIEKER
RESEARCH LIAISON1.00$0$0$0
LEANN JENNINGS
DIRECTOR1.00$0$0$0
MICHAEL LORD JR
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (1)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$36,000DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBECKY BURFORDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MAIN STREET SUITE 214AddressLine1
CityQUITMANCity
StateTXState
ZIP Code75783ZIPCode
FieldValueIRS element (for citing)
Phone9307634186PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 47.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BEN SCHWERTNER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/24/14. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MARY DANIELLE PRUITT. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/24/14. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MADALYN MICHELLE ORSAG. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/31/14. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: WYATT EVERETT BROXSON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/31/14. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,000.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 130.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: AWARDS/GIFTS. AMOUNT: 470. DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 46,666. DESCRIPTION: LOBBYIST. AMOUNT: 36,000. DESCRIPTION: TRAVEL. AMOUNT: 280. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 34. DESCRIPTION: TECHNOLOGY. AMOUNT: 211. TOTAL TO FORM 990-EZ, LINE 16: 83,661.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 503.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: OPERATING FUND INVESTMENTS. BEG. OF YEAR AMOUNT: 126,336. END OF YEAR AMOUNT: 126,376. DESCRIPTION: SCHOLARSHIP FUND INVESTMENTS. BEG. OF YEAR AMOUNT: 31,280. END OF YEAR AMOUNT: 31,292. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 401. END OF YEAR AMOUNT: 271.
FORM 990-EZ, PART V, LINE 34THE ORGANIZATION AMENDED ITS BY-LAWS ON SEPTEMBER 18, 2013. ART 3, SEC 5 REGARDING DUTIES OF THE SECRETARY WERE AMENDED TO REFLECT THE USE OF AN ON-LINE DIRECTORY OF MEMBERSHIP RATHER THAN A PRINTED DIRECTORY PUBLISHED EVERY FOUR YEARS. ART 3, SEC 6 REGARDING DUTIES OF THE TREASURER WERE AMENDED TO REFLECT THE USE OF ELECTRONIC MAIL FOR SENDING DUES STATEMENTS AND RECEIPTS. ART 3, SEC 7F WAS AMENDED TO ADD 'OR SURROUNDING CITIES OF CLOSE PROXIMITY' WITH REGARD TO THE REGULAR MEETING TO BE HELD IN AUSTIN, TX IN EACH ODD NUMBERED YEAR DURING THE REGULAR SESSIONS OF THE TEXAS LEGISLATURE. ART 3, SEC 8D WAS AMENDED TO REMOVE THE SENTENCE: "THERE SHALL BE NO LIMIT TO THE NUMBER OF TERMS MEMBER MAY SERVE ON THE TAC BOARD." ART 4, SEC 1 WAS AMENDED TO ADD LIST SERVE PRIVILEGES TO THE DUES PAYING MEMBERSHIPS' ENTITLEMENTS. ART 4, SEC 2 WAS AMENDED TO REFLECT AN EMAIL CONFIRMATION TO BE ISSUED BY THE TREASURER CERTIFYING MEMBERSHIP RATHER THAN A PRINTED CARD AS HAD BEEN ISSUED IN THE PAST. ART 5, SEC 5 WAS AMENDED TO INCREASE THE NUMBER OF ADDITIONAL MEMBERS OF THE NOMINATING COMMITTEE FROM 4 TO 5 AND TO CLARIFY THE MAKE-UP OF THESE 5 ADDITIONAL MEMBERS. ART 5, SEC 15 WAS AMENDED TO REFLECT A CHANGE IN WHEN THE NEW TREASURERS' ORIENTATION IS TO BE HELD FROM JANUARY FOLLOWING THE GENERAL ELECTION TO NOVEMBER OR DECEMBER. PROVISIONS WERE MADE FOR SCHEDULING ADDITIONAL ORIENTATIONS AS DEEMED NECESSARY. ART 6 WAS AMENDED TO PROVIDE FOR ELECTRONIC VOTING ON AMENDMENTS TO THE BY-LAWS IN EMERGENCY MATTERS. ONLY DUES PAYING MEMBERS MAY VOTE AND A CLEAR STATMENT OF FACTS SHALL BE GIVEN FOR THE EMERGENCY ELECTRONIC VOTING. ART 8, SEC 3 WAS AMENDED TO ADD 'AND FALL' TO THE REQUIREMENT OF THE ORGANIZATION TO PROVIDE CONTINUING EDUCATION TO COUNTY TREASURERS. ART 8, SEC 4C WAS AMENDED TO CLARIFY THE NUMBER AND TYPE OF CONTINUING EDUCATION COURSES QUALIFYING FOR APPROVAL IN MEETING THE CONTINUING EDUCATION REQUIREMENT. ART 8, SEC 9 WAS AMENDED TO REFLECT A CHANGE IN NAME FROM ASSISTANT COUNTY TREASURER TO DEPUTY COUNTY TREASURER. ART 12 WAS AMENDED TO INCLUDE THE DISSOLUTION AND LIQUIDATION PROVISIONS REQUIRED FOR FEDERALLY TAX EXEMPT ORGANIZATIONS.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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