THE HOUSTON TSCPA FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE HOUSTON TSCPA FOUNDATION (EIN 74-1988533)
Tax period: 2011-06-01 to 2012-05-31
Filed: 2013-04-15
IRS object ID: 201331059349301008
Schema version: 2011v1.5
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-15T16:52:00-05:00	Timestamp
Tax Period End Date	2012-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCCONNELL & JONES LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3040 POST OAK BLVD STE 1600	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	770566574	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	741988533	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HOUSTON TSCPA FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HOUS	NameControl
Phone	7136227733	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 POST OAK BLVD	AddressLine1
Address Line2	ROOM/SUITE 500	AddressLine2
City	HOUSTON	City
State	TX	State
ZIP Code	77056	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PAUL A VANEK	Name
Title	TREASURER	Title
Phone	7136227733	Phone
Date Signed	2013-03-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	TENE THOMAS	Name
Phone	7139681600	Phone
Date Prepared	2013-04-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PAUL A VANEK	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	777 POST OAK BLVD	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77056	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1678944	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.HOUSTONCPA.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1978	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	CPA EDUCATION AND PROFESSIONAL DEVELOPMENT.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	25	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	25	NbrIndependentVotingMembers
Total Nbr Employees	8	TotalNbrEmployees
Total Nbr Volunteers	400	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	755640	ContributionsGrantsPriorYear
Contributions Grants Current Year	372418	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1021797	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1049837	ProgramServiceRevenueCY
Investment Income Prior Year	17063	InvestmentIncomePriorYear
Investment Income Current Year	26223	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-69722	OtherRevenuePriorYear
Other Revenue Current Year	31980	OtherRevenueCurrentYear
Total Revenue Prior Year	1724778	TotalRevenuePriorYear
Total Revenue Current Year	1480458	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	199000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	265984	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	263895	SalariesEtcPriorYear
Salaries Etc Current Year	259774	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	9783	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	77408	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1036847	OtherExpensePriorYear
Other Expenses Current Year	932620	OtherExpensesCurrentYear
Total Expenses Prior Year	1509525	TotalExpensesPriorYear
Total Expenses Current Year	1458378	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	215253	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	22080	RevenuesLessExpensesCY
Total Assets BOY	1410679	TotalAssetsBOY
Total Assets EOY	1542873	TotalAssetsEOY
Total Liabilities BOY	427817	TotalLiabilitiesBOY
Total Liabilities EOY	580095	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	982862	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	962778	NetAssetsOrFundBalancesEOY
Mission Description	CPA EDUCATION AND PROFESSIONAL DEVELOPMENT.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1247367	Expense
Grants	265984	Grants
Description	CONDUCT CONTINUING PUBLIC EDUCATION AND PROFESSIONAL DEVELOPMENT FOR HOUSTON AREA CERTIFIED PUBLIC ACCOUNTANTS AND SPONSOR EVENTS TO RAISE FUNDS TO SUPPORT CHARITABLE PROGRAMS WHERE CPA'S VOLUNTEER THEIR TIME.	Description
Total Program Service Expense	1247367	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	true	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	8	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	25	NbrVotingGoverningBodyMembers
Number Independent Voting Members	25	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MARTHA KOUSHEL	NamePerson
Telephone Number	7136227733	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	777 POST OAK BLVD 500	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77056	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee
TOM DEGEORGIO CPA
VICE-PRESIDE	5.00	X	X	0	0	0
DAVID G ACOSTA CPA
DIRECTOR	2.00	X		0	0	0
BRIAN C JONES CPA
PRESIDENT	10.00	X	X	0	0	0
MARK D LEE CPA
PRESIDENT-EL	7.00	X	X	0	0	0
LOYD STEGENT CPA
SECRETARY	5.00	X	X	0	0	0
BOB BARR CPA
DIRECTOR	2.00	X		0	0	0
JOHN E FOSTER CPA
DIRECTOR	2.00	X		0	0	0
STEPHEN KING CPA
DIRECTOR	2.00	X		0	0	0
TED FEHER CPA
DIRECTOR	2.00	X		0	0	0
GREGORY L MAYER CPA
TREASURER	5.00	X	X	0	0	0
GERRAD HEEP CPA
DIRECTOR	2.00	X		0	0	0
MIKE SPARTALIS CPA
DIRECTOR	2.00	X		0	0	0
BRADLEY D ELGIN CPA
DIRECTOR	2.00	X		0	0	0
G LINDA GONZALES CPA
DIRECTOR	2.00	X		0	0	0
MORITZA E DAY CPA
DIRECTOR	2.00	X		0	0	0
DIANA C CASTRO CPA
DIRECTOR	2.00	X		0	0	0
BARRY C CORBITT CPA
DIRECTOR	2.00	X		0	0	0
PHYLLIS K MARTIN CPA
DIRECTOR	2.00	X		0	0	0
SUSAN V SAMPLE CPA
DIRECTOR	2.00	X		0	0	0
DEBRA D SEEFELD CPA
DIRECTOR	2.00	X		0	0	0
THOMAS G POST CPA
DIRECTOR	2.00	X		0	0	0
CAROL WARLEY CPA
DIRECTOR	2.00	X		0	0	0
PAUL OPPERMANN CPA
DIRECTOR	2.00	X		0	0	0
SUSAN SPILLIOS CPA
DIRECTOR	2.00	X		0	0	0
PAUL A VANEK CPA
TREASURER-EL	5.00	X	X	0	0	0
NANCY A RUTLEDGE
EXECUTIVE DI	40.00			45231	105539	7526	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	45231	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	105539	TotalReportableCompFrmRltdOrgs
Total Other Compensation	7526	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	125638	FundraisingEvents
All Other Contributions	246780	AllOtherContributions
Total Contributions	372418	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROFESSIONAL DEVELOPMENT	541900	978545	978545
FACILITY FEES	541900	71292	71292

Field	Value	IRS element (for citing)
Total Program Service Revenue	1049837	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	24822	TotalRevenueColumn
Exclusion	$24,822	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	124745	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	123344	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1401	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1401	TotalRevenueColumn
Related Or Exempt Function Income	1401	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	101430	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	125638	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	75142	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	26288	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Business Code	541900	BusinessCode
Total Revenue Column	5692	TotalRevenueColumn
Exclusion	$5,692	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	5692	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1480458	TotalRevenueColumn
Related Or Exempt Function Income	1051238	RelatedOrExemptFunctionIncome
Exclusion	$30,514	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	89159	Total
Program Services	89159	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	176825	Total
Program Services	176825	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	45155	Total
Program Services	27522	ProgramServices
Management And General	14743	ManagementAndGeneral
Fundraising	2890	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	166905	Total
Program Services	101728	ProgramServices
Management And General	54495	ManagementAndGeneral
Fundraising	10682	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	30224	Total
Program Services	18422	ProgramServices
Management And General	9868	ManagementAndGeneral
Fundraising	1934	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	17490	Total
Program Services	10660	ProgramServices
Management And General	5711	ManagementAndGeneral
Fundraising	1119	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	13880	Total
Management And General	13880	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	2640	Total
Management And General	2640	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	20063	Total
Fundraising	20063	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	50594	Total
Program Services	42785	ProgramServices
Fundraising	7809	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	74856	Total
Program Services	61787	ProgramServices
Management And General	10965	ManagementAndGeneral
Fundraising	2104	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	16869	Total
Program Services	13495	ProgramServices
Management And General	1687	ManagementAndGeneral
Fundraising	1687	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	95385	Total
Program Services	73807	ProgramServices
Management And General	10789	ManagementAndGeneral
Fundraising	10789	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	10311	Total
Program Services	7734	ProgramServices
Management And General	2165	ManagementAndGeneral
Fundraising	412	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	52132	Total
Program Services	41706	ProgramServices
Management And General	5213	ManagementAndGeneral
Fundraising	5213	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	818	Total
Program Services	654	ProgramServices
Management And General	82	ManagementAndGeneral
Fundraising	82	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PROGRAM EXPENSES	420719	413128	203	7388
EQUIPMENT RENTAL	150173	150173
BANK CHARGES	27033	20010	1687	5336
MISCELLANEOUS	-2853	-2228	-525	-100

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1458378	Total
Program Services	1247367	ProgramServices
Management And General	133603	ManagementAndGeneral
Fundraising	77408	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	399894	BOY
EOY	228780	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	438060	BOY
EOY	211577	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	7585	BOY
EOY	155511	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	151745	BOY
EOY	56193	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	348442	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	136217	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8532	BOY
EOY	212225	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	160553	BOY
EOY	255904	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	244310	BOY
EOY	422683	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1410679	BOY
EOY	1542873	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	257296	BOY
EOY	109589	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	26237	BOY
EOY	22890	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	144284	BOY
EOY	447616	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	427817	BOY
EOY	580095	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	310455	BOY
EOY	171851	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	291727	BOY
EOY	155866	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	380680	BOY
EOY	635061	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	982862	BOY
EOY	962778	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1410679	BOY
EOY	1542873	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	22080	ReconcilationRevenueExpenses
Reconcilation Other Changes	-42164	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	361457	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	390817	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	239691	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	755640	CurrentTaxYearMinus1Year
Current Tax Year	372418	CurrentTaxYear
Total	2120023	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1038199	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1011496	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1146283	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1036007	CurrentTaxYearMinus1Year
Current Tax Year	1151267	CurrentTaxYear
Total	5383252	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	8189	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-3295	CurrentTaxYearMinus1Year
Current Tax Year	5692	CurrentTaxYear
Total	10586	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1399656	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1402313	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1394163	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1788352	CurrentTaxYearMinus1Year
Current Tax Year	1529377	CurrentTaxYear
Total	7513861	Total

Field	Value	IRS element (for citing)
Public Support Total509	7513861	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24446	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17075	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19167	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14210	CurrentTaxYearMinus1Year
Current Tax Year	24822	CurrentTaxYear
Total	99720	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24446	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17075	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19167	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14210	CurrentTaxYearMinus1Year
Current Tax Year	24822	CurrentTaxYear
Total	99720	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1424102	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1419388	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1413330	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1802562	CurrentTaxYearMinus1Year
Current Tax Year	1554199	CurrentTaxYear
Total	7613581	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.98690	PublicSupportPercentage509
Prior Year Support Percentage	0.98680	PriorYearSupportPercentage
Investment Income Percentage	0.01000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	504106	BeginningOfYearBalance
Contributions	308212	Contributions
Other Expenditures	92525	OtherExpenditures
End Of Year Balance	719793	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	227751	BeginningOfYearBalance
Contributions	309325	Contributions
Investment Earnings Or Losses	36881	InvestmentEarningsOrLosses
Other Expenditures	69851	OtherExpenditures
End Of Year Balance	504106	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	186677	BeginningOfYearBalance
Contributions	77588	Contributions
Investment Earnings Or Losses	-1479	InvestmentEarningsOrLosses
Other Expenditures	35035	OtherExpenditures
End Of Year Balance	227751	EndOfYearBalance

Field	Value	IRS element (for citing)
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	110223	OtherCostOrOtherBasis
Depreciation	9992	Depreciation
Book Value	100231	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	238219	OtherCostOrOtherBasis
Depreciation	126225	Depreciation
Book Value	111994	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	212225	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	CORPORATE BONDS	Description
Book Value	422683	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	422683	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PAYABLE TO AFFILIATE	Description
Amount	$447,616	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	447616	TotalOfAmounts
Total Revenue	1480458	TotalRevenue
Total Expenses	1458378	TotalExpenses
Excess Or Deficit For Year	22080	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-42164	NetUnrealizedGLOnInvestments
Total Adjustments	-42164	TotalAdjustments
Excess Or Deficit Per FS	-20084	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1513436	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-42164	NetUnrealizedGainsInvestments
Other Revenues	75142	OtherRevenues
Revenue Not Rptd F990	32978	RevenueNotRptdF990
Revenue Subtotal	1480458	RevenueSubtotal
Total Revenue Per Form990	1480458	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1533520	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	75142	OtherExpensesIncluded
Expenses Not Rptd F990	75142	ExpensesNotRptdF990
Expenses Subtotal	1458378	ExpensesSubtotal
Total Expenses Per Form990	1458378	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	FUNDRAISING INCOME AND EXPENSES 75,142 FUNDRAISING INCOME AND EXPENSES -75,142
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	FUNDRAISING INCOME AND EXPENSES 75,142
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	FUNDRAISING INCOME AND EXPENSES 75,142

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	ANNUAL SCHOLARS	NameOfEvent1
Gross Receipts Event1	123078	GrossReceiptsEvent1
Charitable Contributions Event1	81658	CharitableContributionsEvent1
Gross Revenue Event1	41420	GrossRevenueEvent1
Food And Beverage Event1	18288	FoodAndBeverageEvent1
Entertainment Event1	5065	EntertainmentEvent1
Other Direct Expenses Event1	18758	OtherDirectExpensesEvent1
Name Of Event2	GOLF CLASSIC	NameOfEvent2
Gross Receipts Event2	103990	GrossReceiptsEvent2
Charitable Contributions Event2	43980	CharitableContributionsEvent2
Gross Revenue Event2	60010	GrossRevenueEvent2
Rent Facility Costs Event2	12506	RentFacilityCostsEvent2
Food And Beverage Event2	4725	FoodAndBeverageEvent2
Entertainment Event2	11592	EntertainmentEvent2
Other Direct Expenses Event2	4208	OtherDirectExpensesEvent2
Gross Receipts Total	227068	GrossReceiptsTotal
Charitable Contributions Total	125638	CharitableContributionsTotal
Gross Revenue Total Events	101430	GrossRevenueTotalEvents
Rent Facility Costs Total Events	12506	RentFacilityCostsTotalEvents
Food And Beverage Total Events	23013	FoodAndBeverageTotalEvents
Entertainment Total Events	16657	EntertainmentTotalEvents
Other Direct Expenses Total Events	22966	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	75142	DirectExpenseSummaryEvents
Net Income Summary	26288	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant
JOHN PAUL II CATHOLIC SCHOOL
1400 PARKWAY PLAZA	HOUSTON	TX	77077	760242299	5200	ACTUAL	EDUCATION
HOUSTON ACHIEVEMENT PLACE
245 W 17TH STREET	HOUSTON	TX	77008	741802045	13000	ACTUAL	EDUCATION
MAKE-A-WISH OF TX GULF COAST & LA
1604 BISSONNET	HOUSTON	TX	77005	760116615	70959	ACTUAL	CHARITABLE DONATION

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS & CONTRIBUT	TypeOfGrant
Number Of Recipients	50	NumberOfRecipients
Amount Of Cash Grant	176825	AmountOfCashGrant

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	NANCY A RUTLEDGE	NamePerson
Base Compensation Filing Org	45231	BaseCompensationFilingOrg
Comp Based On Related Orgs	105539	CompBasedOnRelatedOrgs
Deferred Comp Filing Org	2258	DeferredCompFilingOrg
Deferred Comp Related Orgs	5268	DeferredCompRelatedOrgs
Total Compensation Filing Org	47489	TotalCompensationFilingOrg
Total Compensation Related Orgs	110807	TotalCompensationRelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE ORGANIZATION PROVIDES FORM 990 TO THE CONTROLLER FOR REVIEW. ONCE THE CONTROLLER HAS COMPLETED THEIR REVIEW, FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS IN THE NORMAL COURSE OF BUSINESS.
ENFORCEMENT OF CONFLICTS POLICY	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.
COMPENSATION PROCESS FOR TOP OFFICIAL	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 EXECUTIVE DIRECTOR AND CONTROLLER RECOMMENDED BY PERSONNEL COMMITTEE IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL.
COMPENSATION PROCESS FOR OFFICERS	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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AVAILABLE THROUGH WRITTEN REQUEST TO THE ORGANIZATION.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	HOUSTON CHAPTER OF THE TSCPA	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	777 POST OAK BLVD 500	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	770563212	ZIPCode

Field	Value	IRS element (for citing)
EIN	741335242	EIN
Primary Activities	CPAS	PrimaryActivities
Legal Domicile State	TX	LegalDomicileState
Exempt Code Section	501(C)	ExemptCodeSection
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	HOUSTON CHAPTER OF THE TSCPA	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	N	TransactionType
Amount Involved	443608	AmountInvolved
Method Of Amt Determination	COMPENSATION	MethodOfAmtDetermination