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EIN 76-0234191

Houston Treasury Management Association

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Houston
State
Texas
Year formed
1993
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Houston Treasury Management Association (HTMA) is a non-profit organization dedicated to promoting the Treasury Management profession in the Houston area.
Total revenues
$194,576
2023
Total expenses
$142,918
2023
Total assets
$362,531
2023
Num. employees
0
2014

Program areas at Houston Treasury Management Association

TEXPO - Treasury Management ConferenceCTP/CPE Hours offered - 17 credits# of sessions - 16 sessions (8 sessions over 2 days)# of attendees - 1,135
Monthly Educational/Networking MeetingsCTP hours offered - 6 per year (5 meetings with 1.2 CPE and CTP credit offered every meeting)CPE hours offered 5 per year (5 meetings with 1 CPE and CTP credit offered every meeting)# of meetings/networking 5 meetings, 2 networking social events and 1 holiday party (networking event)# of attendees 150 members (2014), ~ 85 members per dinner meeting

Personnel at Houston Treasury Management Association

NameTitleCompensation
Joel WehringDirector and Treasurer$0
Shawn MireDirector at Large$0
Jeff BerlatTreasurer$0
Jonathan BlakerPresident and Chairman$0
Karim JulesVice President$0
...and 2 more key personnel

Financials for Houston Treasury Management Association

RevenuesFYE 12/2023
Total grants, contributions, etc.$18,815
Program services$0
Membership dues$18,815
Investment income and dividends$14,356
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$161,405
Total revenues$194,576

Form 990s for Houston Treasury Management Association

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-10990EZView PDF
2022-122023-03-16990EZView PDF
2021-122022-03-24990EZView PDF
2020-122021-06-01990EZView PDF
2019-122021-08-24990OView PDF
...and 10 more Form 990s
Data update history
May 20, 2024
Updated personnel
Identified 3 new personnel
June 18, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 16, 2023
Updated personnel
Identified 2 new personnel
June 13, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
March 6, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
3403 W TC Jester Blvd PMB E1
Houston, TX 77018
Metro area
Houston-The Woodlands-Sugar Land, TX
County
Harris County, TX
Website URL
houstontma.com/ 
Phone
(281) 796-8188
IRS details
EIN
76-0234191
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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