2026-04-14T23:36:54-04:00 2025-05-31 854176868 MARINA POLANCO CPA 25606 PRESIDIO BND BOERNE TX 780156538 990 2024-06-01 741969656 SAN ANTONIO CPA CONTINUING EDUCATION FOUNDATION SANA 2108282722 8200 I-10 WEST SUITE 875 SAN ANTONIO TX 78230 BRANDON HOWARD PRESIDENT 2108282722 2026-04-14 true true MARINA POLANCO CPA P00233024 2108183424 2026-04-14 X 2024 2025-03-06 01:10:19Z BRANDON HOWARD 8200 IH-10 WEST STE 875 SAN ANTONIO TX 78230 229864 false X WWW.TX.CPA/SANANTONIO X 1978 TX THE FOUNDATION SPONSORS HIGH QUALITY, AFFORDABLE CONTINUING EDUCATION. 18 18 2 100 0 75443 43821 126905 156100 17115 6249 700 3013 220163 209183 26500 26700 0 28800 76051 0 0 120382 112273 175682 215024 44481 -5841 605647 588079 99212 84818 506435 503261 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 161755 147815 PROVIDED CONTINUING EDUCATION SEMINARS FOR 976 INDIVIDUALS. 26700 26700 AWARDED 14,500 IN SCHOLARSHIPS TO 7 STUDENTS. AWARDED 12,200 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 9 AREA UNIVERSITIES. 21730 AWARDED 14,500 IN SCHOLARSHIPS TO 7 STUDENTS. AWARDED 12,200 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 9 AREA UNIVERSITIES. 21730 210185 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 5 0 2 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 false 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 15.00 25.00 X 0 45334 6075 BRANDON HOWARD PRESIDENT 0.50 0.50 X X 0 0 0 ANETTE FLORES PRESIDENT-EL 0.50 0.50 X X 0 0 0 BRYAN MORGAN SECRETARY/TR 0.50 0.50 X X 0 0 0 MIKE SPANIOL 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 AMY HOLMES 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 JANE GUENTHER DIRECTOR 0.50 0.50 X 0 0 0 COURTNEY NEVILL DIRECTOR 0.50 0.50 X 0 0 0 CINDY RUIZ DIRECTOR 0.50 0.50 X 0 0 0 JOSH WAGNER IMMEDIATE PA 0.50 0.50 X 0 0 0 45334 6075 false false false 38821 5000 43821 SEMINARS - CHAPTER 611430 142815 142815 BLUE SANTA 611430 13285 13285 156100 6249 6249 20681 38821 20681 OTHER INCOME 541800 3013 3013 3013 209183 159113 6249 26700 26700 51409 51409 24642 21730 2912 1500 1500 16873 16873 1532 1532 24232 24232 427 427 SEMINAR EXPENSES 57826 57826 BLUE SANTA EXPENSE 9883 9883 215024 210185 4839 0 16617 8517 570631 569880 11625 2500 302 851 46894 46894 260 6212 6331 605647 588079 8873 1478 28089 13066 62250 70274 99212 84818 X 147877 113689 358558 389572 506435 503261 605647 588079 X -5841 2500 167 X false false X 6650 37371 35627 43049 50818 173515 16793 14638 15013 17001 63445 16793 14638 15013 17001 63445 6650 70957 64903 73075 84820 300405 10500 10500 10500 9500 9500 50500 10500 10500 10500 9500 9500 50500 249905 5779 5243 176 2677 17115 30990 5779 5243 176 2677 17115 30990 3439 3439 12429 76200 68518 75752 101935 334834 0.74640 0.78380 0.09000 0.07000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 336586 47381 1674 26700 20681 280528 43501 6696 26500 20901 275503 43513 2676 21500 28366 280041 70794 2681 21500 29517 292084 22510 3709 12500 25762 false false 46894 46894 ACCRUED LIABILITIES 70274 70274 GOLF 59502 38821 20681 2000 9424 7220 2037 59502 38821 20681 2000 9424 7220 2037 20681 false UNIVERSITY SCHOLARSHIPS 7 26700 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 7 STUDENTS. AWARDED 12,200 IN ACADEMIC GIFTS TO THE ACCOUNTING DEPARTMENTS OF 9 AREA UNIVERSITIES. 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 2025. 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 167 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