2025-11-16T12:57:45-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-01-01 741662104 BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON EDUCATIONAL FOUNDATION BETT 7138689500 1333 WEST LOOP SOUTH 1200 HOUSTON TX 77027 DAN PARSONS PRESIDENT 7138689500 2025-11-14 1 1 STEVEN TALBOT P01695427 5058787200 2025-11-14 2024 2025-03-06 01:10:19Z DAN PARSONS 1333 WEST LOOP SOUTH 1200 HOUSTON TX 77027 1930673 0 X WWW.BBBHOUSTON.ORG X 1970 TX TO BE THE LEADER IN ADVANCING MARKETPLACE TRUST. 15 15 0 255 0 0 1466782 1840782 0 0 25466 44930 -43193 -43643 1449055 1842069 0 0 0 0 566882 661852 0 0 251634 804297 1050530 1371179 1712382 77876 129687 1464612 1658041 100013 163755 1364599 1494286 X TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF CONSUMERS AND BUSINESSES IN OUR SERVICE AREA BY PROVIDING INFORMATION, COUNSELING AND EDUCATION IN AN EFFORT TO COMBAT UNETHICAL BUSINESS PRACTICES AND PROVIDE PROTECTION FROM FRAUDULENT SCHEMES THROUGH PROGRAMS, SEMINARS AND DISPUTE RESOLUTION UTILIZING AND PROMOTING VOLUNTEERS EDUCATED IN CONSUMER AWARENESS. 0 0 1164762 THE TEXAS SENIOR MEDICARE PATROL PROGRAM (SMP) IS FUNDED THROUGH A FEDERAL GRANT FROM THE ADMINISTRATION ON AGING. THIS PROGRAM USES VOLUNTEERS TO TRAIN MEDICARE BENEFICIARIES ABOUT MEDICARE FRAUD, ABUSE AND WASTE AND THE IMPORTANCE OF REPORTING INCIDENTS TO MEDICARE. 1,917 PRESENTATIONS WERE MADE TO MEDICARE BENEFICIARIES AND PROFESSIONALS REACHING 92,520 PEOPLE. SILVER SLEUTH PROGRAM - EDUCATING OLDER ADULTS ABOUT SCHEMES AND SCAMS TARGETING THIS VULNERABLE POPULATION AND PROVIDING INFORMATION ON HOW TO PROTECT THEMSELVES AND PROVIDING ONE-ON-ONE ASSISTANCE IN RESOLVING PROBLEMS DUE TO FRAUDULENT BUSINESS ACTIVITIES. 373 PRESENTATIONS WERE MADE REACHING MORE THAN 13,743 OLDER ADULTS. YOUNG CONSUMER ADVOCATE PROGRAM (YCAP) - YOUTH AGED 16 TO 22 ARE EDUCATED ON THEIR CONSUMER RIGHTS, OBLIGATIONS AND FRAUDULENT SCHEMES, WITH AN EMPHASIS ON GAINING THE SKILLS NECESSARY TO BECOME CONTRIBUTING MEMBERS OF THE COMMUNITY. 4 PRESENTATIONS WERE MADE TO YOUNG CONSUMERS REACHING OVER 1,200 STUDENTS. THE BBB AWARDS FOR EXCELLENCE RECOGNIZES BUSINESSES AND NONPROFITS FOR THEIR ACHIEVEMENTS AND COMMITMENT TO OVERALL EXCELLENCE AND QUALITY IN THE WORKPLACE. PROCEEDS FROM THE EVENT HELP FUND THE BBB EDUCATIONAL FOUNDATION, WHICH EDUCATES CONSUMERS ABOUT SCAMS AND FRAUDULENT BUSINESS PRACTICES IN THE GREATER HOUSTON AREA. FUNDRAISING EXPENSES OF $43,644 WERE INCURRED IN CONNECTION WITH THE EVENT, OF WHICH $8,000 WERE IN-KIND DONATIONS. CONSUMER AWARENESS 101: CONSUMERS LIVING ON LOWER INCOMES ARE AT HIGHER RISK FOR BEING TRAPPED IN A CYCLE OF DEBT DUE TO THEIR LACK OF CONSUMER SOCIALIZATION SKILLS. THROUGH A SERIES OF PRESENTATIONS, INDIVIDUALS LEARN: A) HOW TO AVOID SCAMS AND FRAUDULENT BUSINESS PRACTICES; B) CONSUMER RIGHTS AND MISCONCEPTIONS: C) HOW TO HANDLE DEBT PROBLEMS, AND D) THE REAL COST OF DOING BUSINESS THROUGH CASH-ADVANCE LOANS OR RENT-TO-OWN COMPANIES. 40 PRESENTATIONS WERE MADE TO LOW INCOME ADULTS REACHING 1,990 PEOPLE. 1164762 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X LILLIAN KELLY 7133416112 1333 WEST LOOP SOUTH STE 1200 HOUSTON TX 77027 ALVIN GEE CHAIR 1.00 1.00 X X 0 0 0 EDNA THOMPSEN TREASURER/SECRETARY 1.00 1.00 X X 0 0 0 DAN BAWDEN DIRECTOR 1.00 1.00 X 0 0 0 JUDY BUDNIK DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN CARTER DIRECTOR 1.00 0.00 X 0 0 0 BERY CRISPIN DIRECTOR 1.00 1.00 X 0 0 0 LORI FARRIS DIRECTOR 1.00 0.00 X 0 0 0 SUSAN GAZE DIRECTOR 1.00 0.00 X 0 0 0 BILL GRAFF DIRECTOR 1.00 0.00 X 0 0 0 STEVEN LUFBURROW DIRECTOR (THROUGH 02/28/24) 1.00 1.00 X 0 0 0 CHERYL MCCLURE DIRECTOR 1.00 0.00 X 0 0 0 CHRIS SCHOEN DIRECTOR 1.00 0.00 X 0 0 0 KRISTYN STILLWELL DIRECTOR 1.00 0.00 X 0 0 0 DARREN TOMPKINS DIRECTOR (THROUGH 04/9/24) 1.00 0.00 X 0 0 0 MELISSA WAKELAND DIRECTOR 1.00 0.00 X 0 0 0 GLENN WOO DIRECTOR 1.00 1.00 X 0 0 0 PAMELA WRIGHT DIRECTOR 1.00 0.00 X 0 0 0 DAN PARSONS PRESIDENT 1.00 40.00 X 0 251373 17228 JENNIFER SALAZAR EXECUTIVE DIRECTOR 40.00 1.00 X 170897 0 14490 170897 251373 31718 1 0 1 0 0 185479 1655303 8000 1840782 44930 44930 44961 185479 88604 -43643 -43643 1842069 0 0 1287 X 185387 109153 53042 23192 372992 219612 106718 46662 103473 60923 29605 12945 12672 12672 406905 335823 57404 13678 279931 150066 129865 217703 178940 22515 16248 88573 71003 14030 3540 34803 34803 3827 3827 EQUIPMENT MAINTENANCE 6116 612 5504 1712382 1164762 295986 251634 910059 897862 548613 577361 5940 172818 0 10000 115026 115026 0 0 1464612 1658041 71872 86450 28141 77305 100013 163755 X 1364599 1494286 0 0 1364599 1494286 1464612 1658041 129687 0 X 0 1 X 1 0 X 494097 599970 907172 1466782 1840782 5308803 494097 599970 907172 1466782 1840782 5308803 5308803 1758 57 5908 25466 44930 78119 5386922 218420 0.98550 0.91440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97465 97465 0 17561 17561 0 0 INTERCOMPANY PAYABLE 77305 77305 X 1840752 0 1840752 1317 1317 1842069 1711065 0 1711065 1317 1317 1712382 PART X, LINE 2: THE FOUNDATION HAS BEEN ESTABLISHED UNDER SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION IS SUPPORTED BY DONOR CONTRIBUTIONS, PROGRAM REVENUE, AND FEDERAL GRANTS FROM THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN THE COMBINING FINANCIAL STATEMENTS ONLY IF THAT POSITION IS MORE-LIKELY-THAN-NOT OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION DID NOT RECOGNIZE ANY UNCERTAIN TAX POSITIONS, OR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIFFERENCE FUNDRAISING EXPENSE / DIRECT BENEFIT COST 1,317. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIFFERENCE FUNDRAISING EXPENSE / DIRECT BENEFIT COST 1,317. AWARDS FOR EXCELLENCE 230440 185479 44961 15905 39960 4350 28389 230440 185479 44961 15905 39960 4350 28389 88604 -43643 X X X 0 0 0 0 0 0 0 0 0 DAN PARSONS PRESIDENT 0 251373 0 0 0 0 0 15082 0 2146 0 268601 0 0 JENNIFER SALAZAR EXECUTIVE DIRECTOR 170897 0 0 0 0 0 10224 0 4266 0 185387 0 0 0 PART I, LINE 3 COMPENSATION REPORTED IS COMPENSATION FROM A RELATED ORGANIZATION. THEIR PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: THE PRESIDENT OF THE ORGANIZATION IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENT SETS ANNUAL GOALS FOR EACH INDIVIDUAL. EACH OF THESE INDIVIDUALS' GOALS ARE THEN RATED IN ITS IMPORTANCE TOWARD THE ORGANIZATION'S PURPOSE. COMPENSATION IS DETERMINED ON HOW WELL THE INDIVIDUAL COMPLETED EACH ASSIGNED GOAL. THIS PROCESS IS PERFORMED ANNUALLY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. THE COMMITTEE USES COMPARABILITY DATA FROM OTHER SIMILARLY SIZED BETTER BUSINESS BUREAU'S FORMS 990, AND PRODUCES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND THE DECISION. THE LAST REVIEW WAS PREPARED IN AUGUST 2023. PART V, LINE 2A ALL PAYROLL IS PAID BY THE BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC., AND BILLED TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE DIRECT CONTROLLING ORGANIZATION OF THE FOUNDATION, THE BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC., HAS THE AUTHORITY TO APPOINT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FOUNDATION RECEIVES A COPY OF THE FORM 990 WHICH IS REVIEWED BY THE AUDIT COMMITTEE, AND IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE REPORTING ORGANIZATION HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF ITS RELATED ORGANIZATION, THE BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC. THEIR POLICY IS AS FOLLOWS: THE POLICY APPLIES TO ALL DIRECTORS, OFFICERS, AND KEY PERSONS. SUCH PERSONS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ANNUALLY AND AS THEY MAY ARISE TO THE BUREAU'S BOARD OF DIRECTORS. THE BOARD IS RESPONSIBLE FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER OR NOT TO PROCEED WITH THE TRANSACTION. THE INTERESTED PERSON IS NOT PERMITTED TO VOTE ON OR EXERCISE ANY INFLUENCE ON THE DECISIONS. THE PROCEEDINGS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS OF THE FOUNDATION ARE EMPLOYEES OF A RELATED ORGANIZATION, THE BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC. AS SUCH, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS FOR PART VI, SECTION B LINE 15A & 15B HAS BEEN ANSWERED NO. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES OF THESE DOCUMENTS ARE MAILED AND SENT TO THE PERSON MAKING THE REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 335,823. MANAGEMENT AND GENERAL EXPENSES 57,404. FUNDRAISING EXPENSES 13,678. TOTAL EXPENSES 406,905. BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON INC 1333 WEST LOOP SOUTH STE 1200 HOUSTON TX 77027 740510080 INFORMATION SERVICES TX 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0