HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2021
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- Organization
- HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC (EIN 76-0509671)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-17
- IRS object ID
- 202301989349200335
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-17T11:09:06-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760509671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON ASSOCIATION OF INSURANCE AGENTS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 8327694666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SAN FELIPE SUITE 310 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WUTHRICH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8327694666 | PhoneNum |
| Signature | 2023-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WUTHRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BJORNGJELD CPA | PreparerPersonNm |
| PTIN | P01080718 | PTIN |
| Phone | 2817591120 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $121,208 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Fundraising Gross Income | $121,208 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $66,907 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $54,301 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $54,301 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,692 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $5,504 | OtherExpensesTotalAmt |
| Total Expenses | $43,196 | TotalExpensesAmt |
| Excess Or Deficit For Year | $11,105 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $50,163 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$62,635 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | -$1,367 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,928 | BOYAmt |
| EOY | $32,702 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,950 | BOYAmt |
| EOY | $11,733 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,878 | BOYAmt |
| EOY | $44,435 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,715 | BOYAmt |
| EOY | $45,802 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,163 | BOYAmt |
| EOY | -$1,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | FUNDS USED IN THE PROVIDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING OF PUBLIC SAFETY, LITERARY, OR EDUCATIONAL SERVICES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $37,692 | GrantsAndAllocationsAmt |
| Program Service Expenses | $43,196 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,196 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SARAH BECK | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| ADAM HARRIS | ||||
| TREASURER | 0.25 | $0 | $0 | $0 |
| JASON KNECHT | ||||
| DIRECTOR | 0.25 | $0 | $0 | $0 |
| JIM DREW | ||||
| PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHRIS GOFF | ||||
| IMMEDIATE PAST PRESIDENT | 0.25 | $0 | $0 | $0 |
| DAVID WUTHRICH | ||||
| SECRETARY | 0.25 | $0 | $0 | $0 |
| JASON NYBAKKEN | ||||
| PRESIDENT-ELECT | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WUTHRICH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SAN FELIPE SUITE 310 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8327695689 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,350 | CurrentTaxYearMinus4YearsAmt |
| Total | $103,350 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,208 | CurrentTaxYearAmt |
| Total | $341,197 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,208 | CurrentTaxYearAmt |
| Total | $444,547 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $444,547 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,070 | CurrentTaxYearMinus1YearAmt |
| Total | $8,615 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,208 | CurrentTaxYearAmt |
| Total | $453,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97490 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,971. 2018 AMOUNT: $ 1,522. 2019 AMOUNT: $ 52. 2020 AMOUNT: $ 4,070. 2021 AMOUNT: $ 0. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FISHIN' WITH A MISSION | Event1Nm |
| Gross Receipts Event1 | $55,115 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $55,115 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $30,724 | OtherDirectExpensesEvent1Amt |
| Event2 | CHARITY BOWL | Event2Nm |
| Gross Receipts Event2 | $20,969 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $20,969 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,897 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $45,124 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $45,124 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $25,286 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $121,208 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $121,208 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,907 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,907 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $54,301 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CONTRIBUTIONS - MISCELLANEOUS. GRANTEE NAME: VARIOUS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 37,692. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK FEES. AMOUNT: 1,300. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 2,000. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 340. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,864. TOTAL TO FORM 990-EZ, LINE 16: 5,504. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -62,635. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 10,420. END OF YEAR AMOUNT: 8,920. DESCRIPTION: DUE FROM IIAH. BEG. OF YEAR AMOUNT: 65,172. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 358. END OF YEAR AMOUNT: 2,613. DESCRIPTION: YIPS CHARITABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 200. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 9,416. END OF YEAR AMOUNT: 3,100. DESCRIPTION: ACCRUED SCHOLARSHIPS. BEG. OF YEAR AMOUNT: 15,314. END OF YEAR AMOUNT: 14,532. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 2,760. END OF YEAR AMOUNT: 1,950. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 15,225. END OF YEAR AMOUNT: 26,220. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |