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Nonprofit · EIN 47-0860467

TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC

Tax-exempt (reinstated) · DALLAS, TX 75201

Financials

$163K$132K2024$421K$124K2025
Revenue Expenses · by fiscal year end
Financials of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$421,173$124,176$296,997$373,430$0$373,430
December 31, 2024990$163,149$131,571$31,578$76,433$0$76,433
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$419,718
Membership dues
$4,718
Program service revenue
$0
Investment income
$1,455
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$76,433
Total assets, end of year
$373,430
Total liabilities, end of year
$0
Net assets, end of year
$373,430
Gross unrelated business income
$1,455
Gross receipts
$421,173
Employees
0
Volunteers
14
Year formed
2002
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lynne AlparSecretary
Trustee or director, Officer
5$0
Mariko BoswellDirector
Trustee or director
2$0
Burke McDavidDirector
Trustee or director
2$0
Wanda PottsDirector
Trustee or director
5$0
Michael PusateriDirector
Trustee or director
2$0
Adam ReedVice Chair
Trustee or director, Officer
5$0
Paul Anthony ThomasDirector
Trustee or director
2$0
Steven WilsonDirector
Trustee or director
5$0
Summer KeithDirector
Trustee or director
5$0
Melissa ObermanDirector
Trustee or director
2$0
Ben WebbChair
Trustee or director, Officer
5$0
Ashleigh WhiteTreasurer
Trustee or director, Officer
5$0
Sharone Ben-EzraDirector
Trustee or director
2$0
Christina WuDirector
Trustee or director
2$0
990 for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensation
Lynne AlparSecretary
Officer
2$10,661
Ginette BeecherlDirector
Trustee or director
2$0
Mariko BoswellDirector
Trustee or director
2$0
Burke McDavidDirector
Trustee or director
2$0
Wanda PottsDirector
Trustee or director
2$0
Michael PusateriDirector
Trustee or director
2$0
Adam ReedDirector
Trustee or director
2$0
Paul Anthony ThomasDirector
Trustee or director
2$0
Steven WilsonDirector
Trustee or director
2$0
Summer KeithDirector
Trustee or director
2$0
Melissa ObermanDirector
Trustee or director
2$0
Justin RodriguezDirector
Trustee or director
2$0
Andrew RosellChair
Officer
2$0
Ben WebbVice Chair
Officer
2$0
Ashleigh WhiteTreasurer
Officer
2$0

Address and contacts

Address (IRS master file)
2323 ROSS AVE STE 1400, DALLAS, TX 75201-2721
In care of
% TEXAS HEDGE FUND ASSOCIATION INC
Mailing address (990-N for 2014)
1700 Pacific Avenue Suite 4100, Dallas TX 75201
Principal officer (990 for 2025)
BEN WEBB, 2323 ROSS AVENUE, SUITE 1400, DALLAS, TX 75201
Principal officer (990-N for 2014)
Brad Pugh, 1700 Pacific Avenue Suite 4100, Dallas TX 75021
Signed the 990
Ben Webb, Chair
Phone
(817) 675-1346

Mission

The primary objectives of the Texas Alternative Investments Association are to promote the understanding of the alternative investments industry and dialogue between members of the investment community through education and encourage the maintenance of industry standards for growth.

990 for the year ended December 31, 2025

Program accomplishments

  • Educational and networking events to further the knowledge base of the organization's members and grow the industry.
    Expenses $109,681

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
47-0860467
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$373,430
Income (IRS master file)
$421,173

Revocation and reinstatement

Exemption revoked
May 15, 2021
Posted by the IRS
August 9, 2021
Reinstated
Effective May 15, 2021

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$421,173$124,176$373,430IRS
990December 2024$163,149$131,571$76,433XML
990-N for 2014
Officer: Brad Pugh
December 31, 2014≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0860467).

Questions about TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC

What is the EIN of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC?
The employer identification number (EIN) of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC is 47-0860467.
Is TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2021 and reinstated it effective May 15, 2021.
Are donations to TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC?
The 990 for the year ended December 31, 2025 names BEN WEBB.
Who are the officers and directors of TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC?
The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $421,173, expenses of $124,176 and total assets of $373,430 at year end.

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