2025-04-11T16:46:20-05:00 2024-05-31 994625061 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2023-06-01 741335242 HOUSTON CHAPTER OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS HOUS 7136227733 1233 WEST LOOP S 1425 HOUSTON TX 77027 MARK ALLEN CAE EXECUTIVE DIRECTOR 7136227733 2025-04-11 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 849166 0 X HTTPS://WWW.TX.CPA/HOUSTON X 1959 TX TO EDUCATE, INFORM, AND LEAD. 25 25 4 150 0 0 582998 537974 2061 1549 47689 107750 6851 3862 639599 651135 252000 252000 0 0 248119 252848 0 0 0 190270 225200 690389 730048 -50790 -78913 2107240 2008278 775535 690178 1331705 1318100 PROMOTE INTERESTS OF CPAS IN THE HOUSTON AREA THROUGH PROGRAMS OF COMMON INTEREST, CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT. 0 0 THE HOUSTON CPA SOCIETY WAS ORGANIZED IN 1928 AND CHARTERED IN 1959. ITS MISSION IS TO EDUCATE, INFORM, AND LEAD. HOUSTON CPA SOCIETY MEMBERS EXEMPLIFY THEIR COMMITMENT TO HELPING THE GREATER HOUSTON COMMUNITIES THROUGH VARIOUS VOLUNTEER AND OUTREACH PROGRAMS. THE HOUSTON CPA SOCIETY'S REPUTATION FOR ACTION, INTEGRITY, AND COMPETENCE IS THE RESULT OF STRONG VOLUNTEER LEADERSHIP. WITH OVER 25 SPECIFC COMMITTEES PLUS AN ACTIVE STUDENT AUXILIARY, THERE IS A COMMITTEE TO MEET THE NEEDS AND INTERESTS OF EVERY CPA. THE SOCIETY ALSO ENLISTS MEMBERS TO PROVIDE FREE TAX HELP TO DISADVANTAGED CITIZENS AND NON-RESIDENT ALIEN STUDENTS. AS A SERVICE TO THE COMMUNITY, THE SOCIETY MAINTAINS A NO-COST REFERRAL SERVICE FOR ANYONE LOOKING FOR A CPA. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 4 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 127009 0 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 110540 0 0 237549 0 0 2 0 0 0 0 537974 537974 HOUSTON TSCPA E-BLAST 513120 1549 1549 1549 42984 42984 262797 198031 64766 64766 64766 BOXWOOD JOB POSTINGS 513120 1957 1957 MISCELLANEOUS INCOME 900099 1905 1905 3862 651135 1549 0 111612 252000 104762 53968 11227 50654 32237 20042 8491 4514 3475 3079 23225 73988 1556 36169 1924 MEALS 35192 SUBSCRIPTIONS & MEMBERS 9494 SPEAKER & INSTRUCTOR FE 1533 REPAIRS & MAINTENANCE 447 2071 730048 230245 130304 59875 45680 5404 4819 15774 19179 338649 131335 241446 207314 576668 681723 586029 658577 391799 260682 2107240 2008278 60369 39416 201190 168925 513976 481837 775535 690178 X 1331705 1318100 1331705 1318100 2107240 2008278 -78913 65308 0 X 0 0 0 1 1 0 245878 50880 194998 36514 36146 368 56257 44309 11948 207314 CORPORATE BONDS 658577 C 658577 RIGHT OF USE ASSET 260682 260682 CURRENT LEASE LIABILITY 52579 LONG TERM LEASE LIABILITY 418816 DUE TO FOUNDATION 10442 481837 0 HOUSTON TSCPA FOUNDATION 1233 WEST LOOP S STE 1425 HOUSTON TX 77027 741988533 501(C)(3) 252000 0 EDUCATIONAL SUPPORT 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAD MEMBERS. 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 ENFORCEMENT OF CONFLICTS POLICY 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 COMPENSATION PROCESS FOR TOP OFFICIALS - 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 FOR THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER RECOMMENDED BY PERSONNEL COMMITTEE IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. COMPENSATION PROCESS FOR OFFICERS - 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 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 FOUNDATION 1233 WEST LOOP S STE 1425 HOUSTON TX 77027 741988533 PROMOTE CONTINUING EDUCATION FOR CPAS TX 501(C)(3) N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TXCPA HOUSTON FOUNDATION B 252000 ACTUAL TXCPA HOUSTON FOUNDATION D 10442 ACTUAL TXCPA HOUSTON FOUNDATION O 237549 COMPENSATION