Nonprofit · EIN 76-0509671
HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC
Tax-exempt · HOUSTON, TX 77063
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $6,322 | $39,547 | -$33,225 | $66,113 | $62,172 | $3,941 |
| August 31, 2024 | 990-EZ | $19,512 | $11,123 | $8,389 | $183,772 | $146,606 | $37,166 |
| August 31, 2023 | 990-EZ | $53,057 | $22,913 | $30,144 | $105,211 | $76,434 | $28,777 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Net income from fundraising events
- -$2,568
- Other revenue
- $8,890
Expenses
- Grants and similar amounts paid
- $31,052
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $8,495
- Program services (functional)
- $39,547
Balance sheet and other
- Total assets, start of year
- $138,463
- Total assets, end of year
- $66,113
- Total liabilities, end of year
- $62,172
- Net assets, end of year
- $3,941
- Cash, savings and investments
- $44,947
- Gross receipts
- $186,508
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-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH BECK | DIRECTOR | 0.25 | $0 |
| ADAM HARRIS | PRESIDENT-ELECT | 0.25 | $0 |
| JASON KNECHT | TREASURER | 0.25 | $0 |
| SUSAN ZIPPERER | DIRECTOR | 0.25 | $0 |
| JESSE SANCHEZ | DIRECTOR | 0.25 | $0 |
| JIM DREW | IMMEDIATE PAST PRESIDENT | 0.25 | $0 |
| CHRIS GOFF | PAST PRESIDENT | 0.25 | $0 |
| DAVID WUTHRICH | SECRETARY | 0.25 | $0 |
| JASON NYBAKKEN | PRESIDENT | 0.25 | $0 |
990-EZ for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM HARRIS | PRESIDENT | 0.25 | $0 |
| JASON KNECHT | PRESIDENT-ELECT | 0.25 | $0 |
| SUSAN ZIPPERER | TREASURER | 0.25 | $0 |
| JESSE SANCHEZ | DIRECTOR | 0.25 | $0 |
| JIM DREW | PAST PRESIDENT | 0.25 | $0 |
| DAVID WUTHRICH | SECRETARY | 0.25 | $0 |
| JASON NYBAKKEN | PRESIDENT-IMMEDIETE PAST | 0.25 | $0 |
| JOHN COLLADO | DIRECTOR | 0.25 | $0 |
990-EZ for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH BECK | DIRECTOR | 0.25 | $0 |
| ADAM HARRIS | PRESIDENT-ELECT | 0.25 | $0 |
| JASON KNECHT | TREASURER | 0.25 | $0 |
| SUSAN ZIPPERER | DIRECTOR | 0.25 | $0 |
| JESSE SANCHEZ | DIRECTOR | 0.25 | $0 |
| JIM DREW | IMMEDIATE PAST PRESIDENT | 0.25 | $0 |
| CHRIS GOFF | PAST PRESIDENT | 0.25 | $0 |
| DAVID WUTHRICH | SECRETARY | 0.25 | $0 |
| JASON NYBAKKEN | PRESIDENT | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 7660 WOODWAY 535, HOUSTON, TX 77063-1533
- In care of
- % CAROLE SHELTON
- Mailing address (990-N for 2016)
- 7700 San Felipe Suite 310, Houston TX 77063
- Principal officer (990-N for 2016)
- Carole Shelton, 7700 San Felipe Suite 310, Houston TX 77063
- Signed the 990-EZ
- DAVID WUTHRICH, SECRETARY
- Phone
- (832) 769-4666
- Return prepared by
- MELTON & MELTON LLP
Mission
TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL AND PERSONAL PROPERTY, OR BOTH, AND, SUBJECT TO THE RESTRICTIONS AND LIMITATIONS SET FORTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPLE THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES.
Program accomplishments
- FUNDS USED IN THE PROVIDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING OF PUBLIC SAFETY, LITERARY, OR EDUCATIONAL SERVICES.Expenses $39,547 · grants $31,052
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 76-0509671
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $66,113
- Income (IRS master file)
- $186,508
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $6,322 | $39,547 | $66,113 | XML |
| 990-EZ | August 2024 | $19,512 | $11,123 | $183,772 | XML |
| 990-EZ | August 2023 | $53,057 | $22,913 | $105,211 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-N for 2016 Officer: Carole Shelton | August 31, 2017 | ≤ $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 76-0509671).
Questions about HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC
- What is the EIN of HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC is 76-0509671.
- Is HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION 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 HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who is the principal officer of HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC?
- The 990-N for 2016 names Carole Shelton.
- Who are the officers and directors of HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC?
- The 990-EZ for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $6,322, expenses of $39,547 and total assets of $66,113 at year end.
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