2026-04-15T09:01:00-07:00 2025-05-31 990 2024-06-01 741988533 HOUSTON TSCPA FOUNDATION HOUS 7136227733 1233 W LOOP S SUITE 1425 HOUSTON TX 77027 Mark Allen Executive Director 7136227733 2026-04-14 1 2024 2025-03-06 01:10:19Z MARK ALLEN 1233 W LOOP S SUITE 1425 HOUSTON TX 77027 2216595 0 X WWW.TXCPAHOUSTON.CPA X 1978 TX Our mission is to empower members to lead and succeed. TXCPA Houston exists to support its members in their professional endeavors and to promote the value and high standards of Houston area CPAs. 27 27 0 150 0 0 379355 263732 461036 411901 186672 279542 4219 30250 1031282 985425 81905 123123 0 0 211296 189398 0 0 53978 432813 440322 726014 752843 305268 232582 3788262 3798093 793122 731738 2995140 3066355 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 CHARTIABLE CAUSES 0 0 395484 0 411901 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. 22123 22123 0 THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT. 101000 101000 0 THE SCHOLARSHIP PROGRAM HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO HOUSTON AREA ACCOUNTING STUDENTS SINCE 2005. 0 0 0 518607 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 27 27 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 W LOOP S SUITE 1425 HOUSTON TX 77027 MARK ALLEN EXECUTIVE DIRECTOR/ASST SECRETARY 25 25 X 0 131546 0 KRISTIE ONDRACEK CFO/COO 25 25 X 0 112068 0 KATHERINE R RODRIGUEZ PRESIDENT 3 3 X X 0 0 0 BRAD ELGIN PRESIDENT-ELECT 3 3 X X 0 0 0 SHERYL JIMERSON VICE PRESIDENT 1 1 X X 0 0 0 ROLANDO GARCIA SECRETARY 1 1 X X 0 0 0 KELLY HIGGINBOTHAM TREASURER 2 2 X X 0 0 0 BARIA JAROUDI TREASURER-ELECT 2 2 X X 0 0 0 ADAM DIMMICK IMMEDIATE PAST PRESIDENT 1 1 X 0 0 0 MOHAMAD AL-KAWAFHA DIRECTOR 1 1 X 0 0 0 PHILLIP ARVANETAKIS DIRECTOR 1 1 X 0 0 0 DIANA CASTRO DIRECTOR 1 1 X 0 0 0 SAMUEL COOPER DIRECTOR 1 1 X 0 0 0 WADE EGMON DIRECTOR 1 1 X 0 0 0 HUANGDONG FARIS DIRECTOR 1 1 X 0 0 0 AMY JOHANSSON DIRECTOR 1 1 X 0 0 0 NHU LE DIRECTOR 1 1 X 0 0 0 MICHAEL KRATEN DIRECTOR 1 1 X 0 0 0 MICHAEL MORGAN DIRECTOR 1 1 X 0 0 0 GAIL NEELY DIRECTOR 1 1 X 0 0 0 NINA PEREZ DIRECTOR 1 1 X 0 0 0 TAMI PREECE DIRECTOR 1 1 X 0 0 0 CINDY PRIDGEN DIRECTOR 1 1 X 0 0 0 RACHEL GLEICHER DIRECTOR 1 1 X 0 0 0 BEN SIMISKEY DIRECTOR 1 1 X 0 0 0 DANIELLE SUPKIS CHEEK DIRECTOR 1 1 X 0 0 0 SABLE WATERS DIRECTOR 1 1 X 0 0 0 WILLIAM WU DIRECTOR 1 1 X 0 0 0 0 243614 0 2 0 0 0 0 0 0 0 252000 0 11732 0 263732 PROFESSIONAL DEVELOPMENT 541900 406796 406796 0 0 FACILITY FEES 541900 5105 5105 0 0 0 0 0 0 411901 97995 0 0 97995 0 0 0 0 0 0 0 0 0 0 1412717 0 1231170 0 181547 0 181547 0 0 181547 0 OTHER REVENUE 813920 30250 0 0 30250 0 0 0 0 30250 985425 411901 0 309792 22123 22123 101000 101000 0 189398 87941 78059 23398 8100 3760 3340 1000 18588 8631 7661 2296 5167 2399 2130 638 2634 1223 1086 325 81776 61690 15454 4632 110506 61049 38051 11406 1568 651 744 173 122467 122467 47408 22013 19539 5856 1499 696 618 185 MEALS 1216 565 501 150 OTHER EXPENSES 10863 8157 2082 624 BANK & CREDIT CARD FEES 18969 9803 7052 2114 SUBSCRIPTIONS & MEMBERSHIPS 9561 4439 3941 1181 0 0 0 0 752843 518607 180258 53978 174575 86747 232409 128265 0 0 45062 58583 0 0 0 0 0 0 0 0 90561 35363 496079 226102 316749 269977 1557398 1681325 1015511 1113586 0 0 0 0 355997 424247 3788262 3798093 111308 121579 0 0 56942 44353 0 0 0 0 0 0 0 0 0 0 624872 565806 793122 731738 X 659551 715688 2335589 2350667 2995140 3066355 3788262 3798093 X 232582 -161367 0 0 0 0 X 0 0 0 X 106795 103184 71362 127355 11732 420428 450830 490636 587552 460448 411901 2401367 54613 2252 3911 4219 30250 95245 612238 596072 662825 592022 453883 2917040 5000 5000 0 0 0 5000 0 5000 2912040 45778 56852 67137 85643 97995 353405 45778 56852 67137 85643 97995 353405 658016 652924 729962 677665 551878 3270445 0.89041 0.9125 0.10806 0.0861 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2075450 0 93522 0 15834 0 2153138 1773300 0 316314 0 14164 0 2075450 1827992 0 -41959 0 12733 0 1773300 1857541 0 -17943 0 11606 0 1827992 1323495 0 546341 0 12295 0 1857541 0 0.42618 0.57382 0 0 0 0 0 0 0 0 0 0 379663 111504 268159 0 52129 51808 321 0 64287 62790 1497 269977 CORPORATE BONDS 1113586 C 1113586 RIGHT OF USE ASSET 311966 INTER-ENTITY RECEIVABLE 112281 424247 OPERATING LEASE LIABILITY 494525 CURRENT PORTION LEASE LIABILITY 71281 565806 Schedule D, Part V, Line 4 These endowment funds will be used for future scholarships and grants. 1 CPAS HELPING SCHOOLS 1233 W LOOP S SUITE 1425 HOUSTON TX 77027 741988533 501 (C) (3) 22123 0 EDUCATIONAL SUPPORT 1 0 ADACEMIC SCHOLARSHIPS 25 101000 0 Schedule I, 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, EXPERIENCED MEMBERS, 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 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. Form 990, Part XI, Line 9 TO AGREE TO STATEMENT OF POSITION REPORT TXCPA HOUSTON 1233 W LOOP S SUITE 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 112281 ACTUAL TXCPA HOUSTON o 243614 COMPENSATION Extension filed; extended to April 15, 2026