HOUSTON TSCPA FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

MARK ALLEN

Phone

7136227733

Tax Period

2024-06-01 to 2025-05-31

HOUSTON TSCPA FOUNDATION, founded in 1978, is a small nonprofit in the Community Improvement sector that reported $985K in total revenue in fiscal year 2024. The organization ran a surplus of $233K, a strong 24% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $395,484 Revenue: $411,901

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...

Program 2

Expenses: $22,123 Revenue: $0

THE CPAS HELPING SCHOOLS PROGRAM AND ENDOWMENT HAS BENEFITTED HUNDREDS OF SCHOOLS THROUGH CASH GRANTS AND OTHER SUPPORT.

Program 3

Expenses: $101,000 Revenue: $0

THE SCHOLARSHIP PROGRAM HAS PROVIDED OVER $1,800,000 IN SCHOLARSHIPS TO HOUSTON AREA ACCOUNTING STUDENTS SINCE 2005.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $263,732

Program Service Revenue $411,901

Investment Income $279,542

Other Revenue $30,250

TOTAL REVENUE $985,425

Expense Breakdown

Grants Paid $123,123

Salaries & Benefits $189,398

Fundraising Expenses $53,978

Program Expenses $518,607

Other Expenses $440,322

TOTAL EXPENSES $752,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$985,425	$1,031,282	0.0%
Expenses	$752,843	$726,014	+0.0%
Net Income	$232,582	$305,268	-0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$131,546

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK ALLEN	EXECUTIVE DIRECTOR/ASST SECRETARY	25	Director	$0	$0	$131,546
KRISTIE ONDRACEK	CFO/COO	25	Highest	$0	$0	$112,068
KATHERINE R RODRIGUEZ	PRESIDENT	3	Officer Director	$0	$0	$0
BRAD ELGIN	PRESIDENT-ELECT	3	Officer Director	$0	$0	$0
SHERYL JIMERSON	VICE PRESIDENT	1	Officer Director	$0	$0	$0
ROLANDO GARCIA	SECRETARY	1	Officer Director	$0	$0	$0
KELLY HIGGINBOTHAM	TREASURER	2	Officer Director	$0	$0	$0
BARIA JAROUDI	TREASURER-ELECT	2	Officer Director	$0	$0	$0
ADAM DIMMICK	IMMEDIATE PAST PRESIDENT	1	Director	$0	$0	$0
MOHAMAD AL-KAWAFHA	DIRECTOR	1	Director	$0	$0	$0
PHILLIP ARVANETAKIS	DIRECTOR	1	Director	$0	$0	$0
DIANA CASTRO	DIRECTOR	1	Director	$0	$0	$0
SAMUEL COOPER	DIRECTOR	1	Director	$0	$0	$0
WADE EGMON	DIRECTOR	1	Director	$0	$0	$0
HUANGDONG FARIS	DIRECTOR	1	Director	$0	$0	$0
AMY JOHANSSON	DIRECTOR	1	Director	$0	$0	$0
NHU LE	DIRECTOR	1	Director	$0	$0	$0
MICHAEL KRATEN	DIRECTOR	1	Director	$0	$0	$0
MICHAEL MORGAN	DIRECTOR	1	Director	$0	$0	$0
GAIL NEELY	DIRECTOR	1	Director	$0	$0	$0
NINA PEREZ	DIRECTOR	1	Director	$0	$0	$0
TAMI PREECE	DIRECTOR	1	Director	$0	$0	$0
CINDY PRIDGEN	DIRECTOR	1	Director	$0	$0	$0
RACHEL GLEICHER	DIRECTOR	1	Director	$0	$0	$0
BEN SIMISKEY	DIRECTOR	1	Director	$0	$0	$0
DANIELLE SUPKIS CHEEK	DIRECTOR	1	Director	$0	$0	$0
SABLE WATERS	DIRECTOR	1	Director	$0	$0	$0
WILLIAM WU	DIRECTOR	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$985,425	$752,843	$3,798,093	$232,582
2024	$1,031,282	$726,014	$3,788,262	$305,268
2023	$998,883	$955,500	$3,581,848	$43,383
2022	$1,045,572	$909,339	$3,608,948	$136,233
2021	$1,061,865	$663,362	$2,867,875	$398,503
2020	$1,123,803	$983,309	$2,370,484	$140,494
2019	$1,776,027	$1,348,471	$2,453,743	$427,556
2018	$1,750,443	$1,644,121	$2,254,989	$106,322