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← INSTITUTE OF INTERNAL AUDITORS

Form 990 for tax year 2022

Filed by INSTITUTE OF INTERNAL AUDITORS.

Totals

Total revenue
$459,441
Total expenses
$654,704
Contributions and grants received
$19,223
Grants paid
$219,500
Program service revenue
$419,720
Investment income
$19,829
Other revenue
$669
Total assets, end of year
$730,201
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$730,201
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$391,160

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $19,223

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: IIA Annual Conference

    total $404,040 · related or exempt $404,040 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Meetings and Seminars

    total $13,320 · related or exempt $13,320 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Networking Events

    total $2,360 · related or exempt $2,360 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $19,829 · related or exempt $19,829 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Credit Card Rewards

    total $581 · related or exempt $581 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Settlement Related to Investment

    total $88 · related or exempt $88 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $669

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $219,500

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $5,925

  • 11g · Fees: other

    total $1,420

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $189

  • 14 · Information technology

    total $2,255

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $6,955

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $369,626

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Credit Card Service Charges

    total $23,510

  • 24b · Other expenses: Networking Expenses

    total $21,953

  • 24c · Other expenses: Offsite Record Storage

    total $2,249

  • 24d · Other expenses: CPE Sponsorship from TSBPA

    total $750

  • 24e · All other expenses

    total $372

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $245,378 · end of year $136,211

  • 2 · Savings and temporary cash investments

    beginning of year $27,104 · end of year $27,115

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $669,235 · end of year $566,875

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $941,717 · end of year $730,201

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

The Houston Chapter of the Institute of Internal Auditors is a professional association of internal auditors involved in promoting professional growth and progress for the practice of internal audit.

Activities or mission (Part I)

The Houston Chapter of the Institute of Internal Auditors is a professional association of internal auditors involved in promoting professional growth and progress for the practice of internal auditing.

  • IIA Annual Conference: Conducted Annual Conference to allow members to meet their continuing educational requirements and expand their professional network through learning and knowledge sharing

    Expenses $337,876 · Revenue $404,040

  • Meetings and Seminars: Conducted periodic luncheon meetings and seminars to allow members to meet their continuing educational requirements and expand their professional network through learning and sharing knowledge

    Expenses $31,331 · Revenue $13,320

  • Networking Events: Conducted social events to allow members to expand their professional social network through learning and sharing knowledge.

    Expenses $21,953 · Revenue $2,360

As filed on the 2022 return.

Listed in Part VII

  • Craig Nishimura

    President

    Total calculated
    $0
    Hours/week
    2

  • Terry Register

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Jordan Reed

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Greg Bone

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Kevin McMahon

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Greg Neely

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Jamie Dubray

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Allison Luedecke

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Chrysti Ziegler

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Logan

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Lynne Renshaw

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Rumy Jaleel-Khan

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Sonny Brandtner

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Erik Hansen

    Governor

    Total calculated
    $0
    Hours/week
    1

  • David Shan

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Angel Butler

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Paul Pettit

    Governor

    Total calculated
    $0
    Hours/week
    1

  • Morgan Page

    VP Seminars

    Total calculated
    $0
    Hours/week
    2

  • Desolyn Foy

    VP Administration

    Total calculated
    $0
    Hours/week
    2

  • Wilson Van Tine

    VP Finance

    Total calculated
    $0
    Hours/week
    2

  • Michael McManus

    VP Membership

    Total calculated
    $0
    Hours/week
    2

  • Sara Sandland

    VP Communications

    Total calculated
    $0
    Hours/week
    2

  • John Lodde

    VP Academic Relations

    Total calculated
    $0
    Hours/week
    2

  • Chad Cranford

    Secretary

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202332859349302203

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