2025-04-14T09:11:39-05:00 2024-05-31 994625061 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2023-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 1233 WEST LOOP S 1425 HOUSTON TX 77027 MARK ALLEN EXECUTIVE DIRECTOR 7136227733 2025-04-14 1 1 KRISTEN SIMPSON P01268482 7136218090 2025-04-11 2023 2025-03-06 01:10:19Z MARK ALLEN CAE 1233 WEST LOOP S 1425 HOUSTON TX 77027 1653824 0 X WWW.TX.CPA/HOUSTON X 1978 TX TO EDUCATE, INFORM, AND LEAD. 25 25 0 150 0 0 323362 379355 587522 461036 84088 186672 3911 4219 998883 1031282 64146 81905 0 0 207512 211296 0 0 13109 683842 432813 955500 726014 43383 305268 3581848 3788262 1062732 793122 2519116 2995140 DEVELOP, PROMOTE, AND PRESENT PROGRAMS OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT INTEREST TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES. 0 0 470412 461036 DEVELOP, PROMOTE, AND PRESENT PROGRAMS OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT INTEREST TO CPAS IN THE HOUSTON AREA. THE FOUNDATION ALSO HAS FUNDRAISING PROGRAMS FOR ENDOWMENTS AND CHARITABLE CAUSES. 27405 27405 THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. 54500 54500 THE ANNUAL SCHOLARSHIP EXTRAVAGANZA HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO HOUSTON AREA ACCOUNTING STUDENTS SINCE 2005. 552317 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KRISTIE ONDRACEK 7136227733 1233 WEST LOOP S STE 1425 HOUSTON TX 77027 MARK ALLEN EXECUTIVE DIRECTOR/ASST SE 25.00 25.00 X 0 127009 0 ADAM DIMMICK PRESIDENT 3.00 3.00 X X 0 0 0 KATHERINE RODRIGUEZ PRESIDENT-ELECT 3.00 3.00 X X 0 0 0 CHARLOTTE JUNGEN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 BRAD ELGIN TREASURER 2.00 2.00 X X 0 0 0 KELLY HIGGINBOTHAM TREASURER-ELECT 2.00 2.00 X X 0 0 0 SHERYL JIMERSON SECRETARY 1.00 1.00 X X 0 0 0 AMY JOHANSON DIRECTOR 1.00 1.00 X 0 0 0 BARIA JAROUDI DIRECTOR 1.00 1.00 X 0 0 0 BEN SIMISKEY DIRECTOR 1.00 1.00 X 0 0 0 CINDY PRIDGEN DIRECTOR 1.00 1.00 X 0 0 0 DANIELLE SUPKIS CHEEK DIRECTOR 1.00 1.00 X 0 0 0 KENNETH OMORUYI DIRECTOR 1.00 1.00 X 0 0 0 MANU SADIEV DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL MORGAN DIRECTOR 1.00 1.00 X 0 0 0 MICHELLE MULLEN DIRECTOR 1.00 1.00 X 0 0 0 MIKE KRATEN DIRECTOR 1.00 1.00 X 0 0 0 MO AL-KAWAFHA DIRECTOR 1.00 1.00 X 0 0 0 NINA PEREZ DIRECTOR 1.00 1.00 X 0 0 0 RACHEL GLEICHER DIRECTOR 1.00 1.00 X 0 0 0 ROLANDO GARCIA DIRECTOR 1.00 1.00 X 0 0 0 SABLE WATERS DIRECTOR 1.00 1.00 X 0 0 0 SAMUEL COOPER DIRECTOR 1.00 1.00 X 0 0 0 TIM ADLER DIRECTOR 1.00 1.00 X 0 0 0 TRACY TYLER DIRECTOR 1.00 1.00 X 0 0 0 WADE EGMON DIRECTOR 1.00 1.00 X 0 0 0 KRISTIE ONDRACEK EMPLOYEE 25.00 25.00 X 0 110540 0 0 237549 0 0 0 0 0 0 116563 252000 10792 379355 PROFESSIONAL DEVELOPME 541900 453906 453906 FACILITY FEES 541900 6542 6542 HOUSTON TSCPA E-BLAST 513120 588 588 461036 85643 85643 652967 551938 101029 101029 101029 70604 116563 70604 0 MISCELLANEOUS INCOME 900099 4219 4219 4219 1031282 461036 0 190891 27405 27405 54500 54500 211296 158778 48554 3964 19042 8950 9330 762 16714 15362 1250 102 5175 3471 1576 128 6389 5974 384 31 39519 27746 10884 889 98546 48437 46328 3781 1276 619 607 50 48754 48754 51051 23994 25015 2042 1227 577 601 49 MEALS 79925 79691 216 18 INSTRUCTOR/SPEAKER FEE 32158 32158 BANK & CREDIT CARD FEES 21698 10198 10632 868 SUBSCRIPTIONS & MEMBERS 10126 4759 4962 405 1213 944 249 20 726014 552317 160588 13109 224007 174575 227321 232409 11540 0 76937 45062 36335 90561 495442 178693 365764 316749 1263461 1557398 998375 1015511 378108 355997 3581848 3788262 220162 111308 54693 56942 787877 624872 1062732 793122 X 381486 659551 2137630 2335589 2519116 2995140 3581848 3788262 305268 170756 0 X 0 0 0 X 42722 106795 103184 71362 127355 451418 766113 450830 490636 587522 460448 2755549 5982 54613 2252 3911 4219 70977 814817 612238 596072 662795 592022 3277944 5000 5000 0 5000 5000 3272944 53599 45778 56852 67137 85643 309009 53599 45778 56852 67137 85643 309009 868416 658016 652924 729932 677665 3586953 0.91250 0.93910 0.08610 0.06090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1773300 316314 14164 2075450 1827992 -41959 12733 1773300 1857541 -17943 11606 1827992 1323495 546341 12295 1857541 1307504 450 27681 12140 1323495 0.48970 0.51030 0 0 379663 77477 302186 52129 51641 488 63650 49575 14075 316749 CORPORATE BONDS 1015511 C 1015511 RIGHT OF USE ASSET 345555 INTER-ENTITY RECEIVABLES 10442 355997 OPERATING LEASE LIABILITY 555175 CURRENT PORTION LEASE LIABILITY 69697 624872 SCHOLARSHIP EXTRAVAGANZA 166585 103721 62864 500 14500 32484 4143 11237 CPAS HELPING SCHOOLS 20582 12842 7740 150 2898 4692 187167 116563 70604 650 14500 35382 4143 15929 70604 0 1 CPAS HELPING SCHOOLS 1233 WEST LOOP S STE 1425 HOUSTON TX 77027 741988533 501(C)(3) 27405 0 EDUCATIONAL SUPPORT 1 ACADEMIC SCHOLARSHIPS 12 54500 PART I, LINE 2: COMMITTEE MEETINGS WITH MEMBERS AND STAFF TO REVIEW THE REQUESTS AND EXPENDITURES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS THROUGH THE HOUSTON CPA SOCIETY, WHICH IS RELATED TO THE HOUSTON TSCPA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE BOARD AND SOME COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER AND THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO THE RETURN BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER INVOLVES REVIEW BY THE PERSONNEL COMMITTEE, USING DATA AS TO COMPENSATION FOR SIMILAR SITUATED ORGANIZATIONS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE CHIEF FINANCIAL OFFICER RECOMMENDED BY PERSONNEL COMMITTEE IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. 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. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AVAILABLE ON THEIR WEBSITE, WWW.TXCPAHOUSTON.CPA AND MAKES THE FINANCIAL STATEMENTS AVAILABLE THROUGH WRITTEN REQUEST TO THE ORGANIZATION. TXCPA HOUSTON 1233 WEST LOOP S STE 1425 HOUSTON TX 77027 741335242 CPAS TX 501(C)(6) N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TXCPA HOUSTON C 252000 ACTUAL TXCPA HOUSTON E 10442 ACTUAL TXCPA HOUSTON O 237549 COMPENSATION