2025-02-19T17:30:35-05:00 2024-05-31 854176868 MARINA POLANCO CPA 25606 PRESIDIO BND BOERNE TX 780156538 990 2023-06-01 741969656 SAN ANTONIO CPA CONTINUING EDUCATION FOUNDATION SANA 2108282722 8200 I-10 WEST SUITE 875 SAN ANTONIO TX 78230 BRANDOWN HOWARD PRESIDENT-ELECT 2108282722 2025-02-17 true true MARINA POLANCO CPA P00233024 2108183424 2025-02-17 X 2023 2025-03-06 01:10:19Z JOSHUA WAGNER 8200 IH-10 WEST STE 875 SAN ANTONIO TX 78230 237164 false X WWW.TX.CPA/SANANTONIO X 1978 TX THE FOUNDATION SPONSORS HIGH QUALITY, AFFORDABLE CONTINUING EDUCATION. 18 18 3 100 0 43049 75443 178235 126905 2677 17115 600 700 224561 220163 21500 26500 0 62459 28800 0 0 154535 120382 238494 175682 -13933 44481 608835 605647 145520 99212 463315 506435 X THE FOUNDATION SPONSORS HIGH QUALITY, AFFORDABLE CONTINUING EDUCATION, AWARDS SCHOLARSHIPS AND PROVIDES A PLATFORM FOR VOLUNTEER TO GIVE BACK TO THE COMMUNITY. false false 147093 138680 PROVIDED CONTINUING EDUCATION SEMINARS FOR 976 INDIVIDUALS. 26500 26500 AWARDED 14,500 IN SCHOLARSHIPS TO 7 STUDENTS. AWARDED 12,000 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 9 AREA UNIVERSITIES. AWARDED 14,500 IN SCHOLARSHIPS TO 6 STUDENTS. AWARDED 12,000 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 6 AREA UNIVERSITIES. 173593 true true false false false false false false false true true false false false true false false false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false true 6 0 3 true false false false false false true true false false false false false false false false X 18 18 false false false false true true true true true false false true true true true true true true false false X JACQUI BELCHER 2108282722 8200 IH-10 WEST STE 875 SAN ANTONIO TX 78230 JACQUI BELCHER EXECUTIVE DI 25.00 15.00 X 0 25397 3403 JOSHUA WAGNER PRESIDENT 1.50 1.50 X X 0 0 0 BRANDOWN HOWARD PRESIDENT-EL 1.50 1.50 X X 0 0 0 BRYAN MORGAN SECRETARY/TR 0.50 0.50 X X 0 0 0 ANETTE FLORES VICE PRESIDE 0.50 0.50 X X 0 0 0 NANCY OZUNA VICE PRESIDE 5.00 5.00 X X 0 0 0 MARINA POLANCO VICE PRESIDE 0.50 0.50 X X 0 0 0 SLY JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 JULIE SPURLOCK ZAMORA DIRECTOR 0.50 0.50 X 0 0 0 ANDREW NICHOLAS DIRECTOR 0.50 0.50 X 0 0 0 WILL HOLISKY DIRECTOR 0.50 0.50 X 0 0 0 APRIL BAGLEY DIRECTOR 0.50 0.50 X 0 0 0 MIKE SPANIOL DIRECTOR 0.50 0.50 X 0 0 0 PATTY WETZ DIRECTOR 0.50 0.50 X 0 0 0 JENNIFER CADENA DIRECTOR 0.50 0.50 X 0 0 0 CHRISTINA KOUCOUTHAKIS DIRECTOR 0.50 0.50 X 0 0 0 PATTY BROWN DIRECTOR 0.50 0.50 X 0 0 0 JANE GUENTHER DIRECTOR 0.50 0.50 X 0 0 0 COURTNEY NEVILL DIRECTOR 0.50 0.50 X 0 0 0 JEREMY CROW IMMEDIATE PA 0.50 0.50 X 0 0 0 25397 3403 false false false 50818 24625 75443 SEMINARS - CHAPTER 611430 114055 114055 BLUE SANTA 611430 12850 12850 126905 17115 17115 17001 50818 17001 OTHER INCOME 541800 700 700 700 220163 127605 17115 26500 26500 28800 28800 1400 1400 21178 21178 3192 3192 21297 21297 689 689 SEMINAR EXPENSES 63853 63853 BLUE SANTA EXPENSE 8773 8773 175682 173593 2089 0 7653 16617 588517 570631 11625 891 302 46894 46634 2312 260 9462 6212 608835 605647 4592 8873 40963 28089 99965 62250 145520 99212 X 135633 147877 327682 358558 463315 506435 608835 605647 X 44481 -1182 -179 X false false X 52310 6650 37371 35627 43049 175007 6990 16793 14638 15013 53434 6990 16793 14638 15013 53434 66290 6650 70957 64903 73075 281875 10500 10500 10500 10500 42000 10500 10500 10500 10500 42000 239875 6839 5779 5243 176 2677 20714 6839 5779 5243 176 2677 20714 3439 3439 22 22 73151 12429 76200 68518 75752 306050 0.78380 0.27570 0.07000 0.01000 X PART III, LINE 12 22 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 280041 70794 2681 21500 29517 292084 22510 3709 12500 25762 263173 81092 2909 24500 30590 false false 46894 46634 260 260 ACCRUED LIABILITIES 62250 62250 SCHEDULE D, PAGE 4, PART XIII THE PERMANENT FUNDS ARE ENDOWED FOR THE GROWTH OF A SCHOLARSHIP FUND. THE TEMPORARILY RESTRICTED FUNDS CONSISTS OF EARNINGS ON THE PERMANENT FUND AND DONATIONS THAT ARE USED FOR GRANTING OF SCHOLARSHIPS TO QUALIFYING STUDENTS. GOLF 67819 50818 17001 2000 9914 5087 67819 50818 17001 2000 9914 5087 17001 false UNIVERSITY SCHOLARSHIPS 6 26500 SCHEDULE I, PAGE 4, PART IV ACADEMIC MATCHING GIFTS ARE DISTRIBUTED TO AREA UNIVERSITIES BASED ON CONTRIBUTIONS BY THE MEMBERS AND MATCHED BY THE AMG FUNDS. THE BOARD DETERMINES THE AMOUNT GIVEN TO EACH UNIVERSITY ANNUALLY. SCHOLARSHIPS ARE DISTRIBUTED TO THE UNIVERSITIES ON BEHALF OF THE RECIPIENTS. THE DISTRIBUTIONS ARE MADE IN TWO EQUAL PAYMENTS, DEPENDING ON THE STUDENTS ENROLLMENT SCHEDULE. A COMMITTEE DETERMINES THE WINNERS OF THE SCHOLARSHIPS EACH YEAR AND THE NAMES ARE GIVEN TO THE EXECUTIVE DIRECTOR FOR PAYMENT TO THE UNIVERSITIES ON BEHALF OF THE STUDENT RECEIVING THE SCHOLARSHIP. FORM 990, PAGE 2, PART III, LINE 4D AWARDED 14,500 IN SCHOLARSHIPS TO 6 STUDENTS. AWARDED 12,000 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 6 AREA UNIVERSITIES. FORM 990, PAGE 6, PART VI, LINE 1A UNDER ARTICLE 6 OF THE BY-LAWS, THE BOARD MY DELEGATE TO COMMITTEES THROUGH A RESOLUTION. HOWEVER, AT NO POINT CAN THEY DESIGNATE THE POWER TO AMEND, ALTER OR REPEAL THE BYLAWS, REMOVE/CHANGE/AMEND BYLAWS, ELECT, APPOINT OR REMOVE A COMMITTEE MEMBER OR DIRECTOR, ADOPT A MERGER PLAN, AUTHORIZE A SALE, LEASE OR EXCHANGE OF CORPORATE ASSETS OR DISSOLVE THE CORPORATIONS. FORM 990, PAGE 6, PART VI, LINE 6 THE SAN ANTONIO CPA SOCIETY SHARES MEMBERS WITH THE SAN ANTONIO CONTINUING EDUCATION FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B MEMBERS HAVE THE RIGHT TO APPROVE DECISIONS OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C DURING THE FIRST MEETING OF EACH FISCAL YEAR, THE CHAIRMAN/PRESIDENT REVIEWS THE CONFLICT OF INTEREST POLICY WITH THE ENTIRE BOARD OF DIRECTORS. EACH OFFICER AND DIRECTOR IS REQUIRED TO SIGN AND ANNUAL STATEMENT THAT HE/SHE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND AGREES TO DISCLOSE TO THE CHAIRMAN/PRESIDENT ANY CONFLICT OR POTENTIONAL CONFLICT OF INTEREST WHICH MAY ARISE DURING HIS/HER SERVICE. THE DISCLOSURE OF ANY CONFLICT SHOULD BE IN WRITING, CONFIDENTIALLY ADDRESSED TO THE CHAIRMAIN/PRESIDENT AND SHOULD DESCRIBE THE FACTS AND CIRCUMSTANCES RELATIVE TO THE POTENTIAL CONFLICT OF INTEREST. IT WILL BE THE DECISION OF THE CHAIRMAN/PRESIDENT AS TO A RESOLUTION OF THE CONFLICT, IF A RESOULTION IS DEEMED NECESSARY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR IS COMPENSATED THROUGH THE SAN ANTONIO CHAPTER OF THE TXCPA, A RELATED TAX-EXEMPT ORGANIZATION. THE EXECUTIVE BOARD OF THE RELATED ORGANIZATION, CONSISTING OF THE CURRENT PRESIDENT, PRESIDENT ELECT, TREASURER, AND SECRETARY, RESEARCHED THE COMPENSATION OF OTHER EXECUTIVE DIRECTORS AND STAFF EMPLOYEES IN DETERMINING THE SALARIES COMPARABLE TO INDUSTRY STANDARDS. THE EXECUTIVE DIRECTOR'S LAST COMPENSATION REVIEW WAS PERFORMED IN MAY 2024. THE FOUNDATION REIMBURSES THE SAN ANTONIO CHAPTER OF THE TXCPA FOR THE TIME SPENT BY CHAPTER EMPLOYEES ON FOUNDATION BUSINESS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE -179 SAN ANTONIO CHAPTER OF THE TSCPA 8200 I-10 WEST SUITE 875 SAN ANTONIO TX 78230 237329256 MEMBER SER TX 501C6 N/A false false false false false false false false false false false false false false false false false false false false