STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC (EIN 76-0509671)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-07-11
IRS object ID
202501929349201000
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-07-11T08:35:58-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741550819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MELTON & MELTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16002 ROGERDALE RD SUITE 200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77072ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760509671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSTON ASSOCIATION OF INSURANCE AGENTSBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone8327694666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17660 WOODWAY 535AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WUTHRICHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8327694666PhoneNum
Signature2025-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BJORNGJELD CPAPreparerPersonNm
PTINP01080718PTIN
Phone2817591120PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$67,377GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Fundraising Gross Income$65,747FundraisingGrossIncomeAmt
Special Events Direct Expenses$47,865SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$17,882SpecialEventsNetIncomeLossAmt
Other Revenue Total$1,630OtherRevenueTotalAmt
Total Revenue$19,512TotalRevenueAmt
Grants And Similar Amounts Paid$500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$824FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$9,799OtherExpensesTotalAmt
Total Expenses$11,123TotalExpensesAmt
Excess Or Deficit For Year$8,389ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$28,777NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$37,166NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$18,121BOYAmt
EOY$122,793EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$87,090BOYAmt
EOY$60,979EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$105,211BOYAmt
EOY$183,772EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,434BOYAmt
EOY$146,606EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$28,777BOYAmt
EOY$37,166EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO 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

FieldValueIRS element (for citing)
Description Program Srvc AccomFUNDS USED IN THE PROVIDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING OF PUBLIC SAFETY, LITERARY, OR EDUCATIONAL SERVICES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$500GrantsAndAllocationsAmt
Program Service Expenses$11,123ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$11,123TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM HARRIS
PRESIDENT0.25$0$0$0
JASON KNECHT
PRESIDENT-ELECT0.25$0$0$0
SUSAN ZIPPERER
TREASURER0.25$0$0$0
JESSE SANCHEZ
DIRECTOR0.25$0$0$0
JIM DREW
PAST PRESIDENT0.25$0$0$0
DAVID WUTHRICH
SECRETARY0.25$0$0$0
JASON NYBAKKEN
PRESIDENT-IMMEDIETE PAST0.25$0$0$0
JOHN COLLADO
DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID WUTHRICHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17660 WOODWAY SUITE 535AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77063ZIPCd
FieldValueIRS element (for citing)
Phone8327695689PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,463CurrentTaxYearMinus1YearAmt
Current Tax Year$65,747CurrentTaxYearAmt
Total$466,947TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,463CurrentTaxYearMinus1YearAmt
Current Tax Year$65,747CurrentTaxYearAmt
Total$466,947TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$466,947PublicSupportTotal509Amt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,500CurrentTaxYearMinus1YearAmt
Current Tax Year$1,630CurrentTaxYearAmt
Total$7,252TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,348CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,963CurrentTaxYearMinus1YearAmt
Current Tax Year$67,377CurrentTaxYearAmt
Total$474,199TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98470PublicSupportCY509Pct
Public Support PY5090.98280PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2019 AMOUNT: $ 52. 2020 AMOUNT: $ 4,070. 2022 AMOUNT: $ 1,500. 2023 AMOUNT: $ 1,630.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CHARITY BOWLEvent1Nm
Gross Receipts Event1$30,941GrossReceiptsEvent1Amt
Gross Revenue Event1$30,941GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,919OtherDirectExpensesEvent1Amt
Event2CRAWFISHEvent2Nm
Gross Receipts Event2$17,006GrossReceiptsEvent2Amt
Gross Revenue Event2$17,006GrossRevenueEvent2Amt
Other Direct Expenses Event2$11,216OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$17,800GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$17,800GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$32,730OthDirectExpnssOtherEventsAmt
Gross Receipts Total$65,747GrossReceiptsTotalAmt
Gross Revenue Total Events$65,747GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$47,865OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$47,865DirectExpenseSummaryEventsAmt
Net Income Summary$17,882NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 1,630.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CONTRIBUTIONS - MISCELLANEOUS. GRANTEE NAME: VARIOUS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEES. AMOUNT: 4,012. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 2,182. DESCRIPTION: OUTSIDE PRINTING. AMOUNT: 2,247. DESCRIPTION: TEMPORARY WORK. AMOUNT: 1,358. TOTAL TO FORM 990-EZ, LINE 16: 9,799.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 14,870. END OF YEAR AMOUNT: 15,470. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 51,099. END OF YEAR AMOUNT: 45,309. DESCRIPTION: YIPS CHARITABLE. BEG. OF YEAR AMOUNT: 200. END OF YEAR AMOUNT: 200. DESCRIPTION: DUE TO IIAH. BEG. OF YEAR AMOUNT: 20,921. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,100. END OF YEAR AMOUNT: 6,100. DESCRIPTION: ACCRUED SCHOLARSHIPS. BEG. OF YEAR AMOUNT: 12,458. END OF YEAR AMOUNT: 12,028. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 37,858. END OF YEAR AMOUNT: 7,470. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 23,018. END OF YEAR AMOUNT: 103,222. DESCRIPTION: DUE TO IIAH . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 17,786.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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