2025-02-19T17:30:35-05:00 2024-05-31 854176868 MARINA POLANCO CPA 25606 PRESIDIO BND BOERNE TX 780156538 990 2023-06-01 237329256 SAN ANTONIO CHAPTER OF THE TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNT SANA 2108282722 8200 I-10 WEST STE 875 SAN ANTONIO TX 78230 BRANDON 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 226911 false X WWW.TX.CPA/SANANTONIO X 1986 TX ADVANCE THE PROFESSION, PROTECT MEMBER AND PUBLIC INTERESTS, AND REPRESENT THE PROFESSION. 19 19 2 100 0 0 226431 220293 4217 6618 0 230648 226911 0 0 188674 140733 0 0 52484 80858 241158 221591 -10510 5320 386218 384334 103651 96447 282567 287887 X SUPPORTING PROFESSIONAL ACTIVITIES TO ADVANCE THE ACCOUNTING PROFESSION, PROTECTING THE INTERESTS OF MEMBERS AND THE GENERAL PUBLIC, AND ACTING IN A REPRESENTATIVE CAPACITY FOR THE PROFESSION. false false HELD TWO CHAPTER MEETINGS FOR THE BENEFIT OF ALL 2,437 MEMBERS. MEETINGS INCLUDE CONTENT TO HELP MEMBERSHIP UNDERSTAND LOCAL, STATE AND NATIONAL LEGISLATION IMPACTING THE PROFESSION, TO ENCHANCE THE MEMBERS TECHNICAL KNOWLEDGE AND TO COMMUNICATE TRENDS IN THE PROFESSION THROUGH MEANINGFUL AND IMPACTFUL SPEAKERS. PROVIDE JOB PLACEMENT OPPORTUNITIES FOR STUDENT MEMBERS THROUGH A COMBINATION OF PROGRAMS, INCLUDING THE MEET THE FIRMS EVENT SERVING 50 STUDENTS, THE ETIQUETTE WORKSHOP SERVING 60 STUDENTS, AND THE ACCOUNTING CAREERS WORKSHOP HOSTING APPROXIMATELY 150 STUDENTS AND POSTED RESUMES TO THE WEBSITE. HELD TWO CHAPTER MEETINGS FOR THE BENEFIT OF ALL 2,437 MEMBERS. MEETINGS INCLUDE CONTENT TO HELP MEMBERSHIP UNDERSTAND LOCAL, STATE AND NATIONAL LEGISLATION IMPACTING THE PROFESSION, TO ENCHANCE THE MEMBERS TECHNICAL KNOWLEDGE AND TO COMMUNICATE TRENDS IN THE PROFESSION THROUGH MEANINGFUL AND IMPACTFUL SPEAKERS. false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 2 true false false false false true true false false false X 19 19 false false false false true true true true true false false true true true true true true false true false X JACQUI BELCHER 2108282722 8200 I-10 WEST SUITE 875 SAN ANTONIO TX 78230 JACQUI BELCHER EXECUTIVE DI 25.00 15.00 X 107321 24000 0 JOSHUA WAGNER PRESIDENT 1.50 1.50 X X 0 0 0 BRANDON 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 0.50 0.50 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 107321 24000 1 false false false MEMBERSHIPS 900099 183185 183185 STUDENT WORKSHOP/COMMITTEE 900099 25000 25000 MEMBERSHIP PROMOTION 900099 9700 9700 CAREER CENTER ADVERTISING 900099 1138 1138 PROFESSOR MIXER EVENT 900099 700 700 570 570 220293 6618 6618 226911 220293 6618 114566 24724 89842 2970 2970 11961 11961 11236 11236 1715 1715 17640 17640 4329 4329 4698 4698 14347 14347 9422 9422 COMMITTEE PROJECTS EXP 13500 13500 MEMBERSHIP PROMOTION EXP 7922 7922 COMPUTERS/REPAIRS & MAINT 4442 4442 OTHER 1644 1644 1199 1199 221591 125663 95928 0 13337 57541 265136 260254 100145 62325 7600 4214 18718 18718 386218 384334 18891 27947 84760 68500 103651 96447 X 282567 287887 282567 287887 386218 384334 5320 X false false false false false 18718 18718 FORM 990, PAGE 2, PART III, LINE 4D HELD TWO CHAPTER MEETINGS FOR THE BENEFIT OF ALL 2,437 MEMBERS. MEETINGS INCLUDE CONTENT TO HELP MEMBERSHIP UNDERSTAND LOCAL, STATE AND NATIONAL LEGISLATION IMPACTING THE PROFESSION, TO ENCHANCE THE MEMBERS TECHNICAL KNOWLEDGE AND TO COMMUNICATE TRENDS IN THE PROFESSION THROUGH MEANINGFUL AND IMPACTFUL SPEAKERS. FORM 990, PAGE 6, PART VI, LINE 6 THE TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS AND THE SAN ANTONIO CPA SOCIETY (TXCPA) ARE SEPARATE LEGAL ENTITIES. ALL CHATER MEMBERS ARE ALSO REQUIRED TO BE MEMBERS OF THE TXCPA. ANNUAL DUES ARE PAID DIRECTLY TO THE TXCPA. MEMBERSHIP DUES INCLUDE BOTH THE STATE AND CHAPTER PORTIONS AND ARE RENEWABLE JUNE 1 OF EACH YEAR. 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 15B THE BOARD 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. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST.