Civic Intelligence

Monte Vista Historical Association

EIN 23-7441280 • 501(c)3 • San Antonio, TX

Profile

To encourage preservation of this distinctive historic district and to educate the public about our inherited neighborhood values which contribute to a wholesome urban environment.

PO Box 12386San Antonio, TX 78212

www.montevista-sa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

42nd percentile

-7.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$207,056

Up $1,064 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$207,056

Up $1,064 (+0.5%) from 2023

Revenue

Down

$64,901

Down $96,606 (-60%) from 2023

Expenses

Down

$63,837

Down $17,988 (-22%) from 2023

Net Income

Down

$1,064

Down $78,618 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $118,723Net Assets 2013: $118,7232013Assets 2014: $135,627Liabilities 2014: $0Net Assets 2014: $135,6272014Assets 2015: $147,329Liabilities 2015: $0Net Assets 2015: $147,3292015Assets 2016: $120,784Liabilities 2016: $0Net Assets 2016: $120,7842016Assets 2017: $126,467Liabilities 2017: $6,680Net Assets 2017: $119,7872017Assets 2018: $103,631Liabilities 2018: $3,300Net Assets 2018: $100,3312018Assets 2019: $135,887Liabilities 2019: $0Net Assets 2019: $135,8872019Assets 2020: $131,324Liabilities 2020: $181Net Assets 2020: $131,1432020Assets 2021: $124,146Liabilities 2021: $0Net Assets 2021: $124,1462021Assets 2022: $126,310Liabilities 2022: $0Net Assets 2022: $126,3102022Assets 2023: $205,992Liabilities 2023: $0Net Assets 2023: $205,9922023Assets 2024: $207,056Liabilities 2024: $0Net Assets 2024: $207,0562024

Highlighted filing

2024

Assets$207,056
Liabilities$0
Net Assets$207,056

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $82,456Expenses 2013: $59,399Net Income 2013: $23,0572013Revenue 2014: $48,931Expenses 2014: $32,259Net Income 2014: $16,6722014Revenue 2015: $73,554Expenses 2015: $61,852Net Income 2015: $11,7022015Revenue 2016: $55,550Expenses 2016: $82,095Net Income 2016: -$26,5452016Revenue 2017: $85,834Expenses 2017: $86,831Net Income 2017: -$9972017Revenue 2018: $39,217Expenses 2018: $58,673Net Income 2018: -$19,4562018Revenue 2019: $80,874Expenses 2019: $47,071Net Income 2019: $33,8032019Revenue 2020: $36,859Expenses 2020: $41,603Net Income 2020: -$4,7442020Revenue 2021: $34,648Expenses 2021: $40,755Net Income 2021: -$6,1072021Revenue 2022: $76,265Expenses 2022: $74,102Net Income 2022: $2,1632022Revenue 2023: $161,507Expenses 2023: $81,825Net Income 2023: $79,6822023Revenue 2024: $64,901Expenses 2024: $63,837Net Income 2024: $1,0642024

Highlighted filing

2024

Revenue$64,901
Expenses$63,837
Net Income$1,064

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$64,901
Mission and Program Overview

Mission

To encourage preservation of this distinctive historic district and to educate the public about our inherited neighborhood values which contribute to a wholesome urban environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,161$81,051▲ $52,890
Investments in Publicly Traded Securities$77,584$77,584→ $0
Cash and Non-Interest-Bearing Accounts$99,912$47,777▼ $52,135
Total Assets$205,992$207,056▲ $1,064
Other Assets Total$335$644▲ $309
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$205,992$207,056▲ $1,064
Total Net Assets Fund Balance$205,992$207,056▲ $1,064
Total Liabilities and Net Assets / Fund Balance$205,992$207,056▲ $1,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$77,584---$77,584
2023-$72,138▲ $5,446-$77,584
Compensation and Service Providers

Employees

NameTitleBaseTotal
Lydia McafeeDirector$21,000$21,000

Board Members and Trustees

NameTitle
Lynn BoydPresident
Tom ArcherPresident-el
Angela GallegosDirector
David SmithDirector
Judy WarrenDirector
Kristin KellumDirector
Melody HullDirector
Peter HugillDirector
Robin TeagueDirector
Sally BullockDirector
Tom SeerdenDirector
Tony GarciaDirector
Ryan ReedArch Rev CHA
Toni Van BurenPast-preside
Michele GiddensSecretary
Fred SuchyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,817
Program Service Revenue
$18,190
Investment Income
$2,894
Other Revenue
$0
All Other Contributions
$23,267
Change in Net Assets
$1,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,837
Salaries, Compensation, and Employee Benefits$21,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$21,000-$21,000
Office Expenses$1,329$7,505-$8,834
Fees for Services Accounting-$3,330-$3,330
Insurance$739$1,784-$2,523
Other Expenses$7,894$1,840-$1,840
Total Functional Expenses$21,178$42,659$0$63,837
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Treasurer and cpa review the annual 990.

Form 990, Page 6, Part VI, Line 19

Governing documents, the conflict of interest policy and other policies and procedures as well as the financial statements are made available to the public upon request by phone call, mail, or email to the organization.

Filing and Contact Details

Filer

Filer Name
Monte Vista Historical Association
EIN
23-7441280
Phone
2107378212
Address
PO BOX 12386, SAN ANTONIO, TX 78212

Signing Officer

Name
Fred Suchy
Title
Treasurer
Phone
2107378212
Signed
2025-10-30

Organization Details

Principal Officer
Fred Suchy
Formed
1973
Legal Domicile
TX
Voting Board Members
29
Independent Board Members
29
Employees
0

Preparer

Firm
Ronald B Weiss CPA
Address
3707 N SAINT MARYS ST STE 111, SAN ANTONIO, TX 78212
Preparer
Ronald B Weiss
Phone
2108653978
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To encourage preservation of this distinctive historic district and to educate the public about our inherited neighborhood values which contribute to a wholesome urban environment.

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IRS990/PYTotalRevenueAmt0161507
IRS990/ReconcilationRevenueExpnssAmt01064
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt013290
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028161
IRS990/SavingsAndTempCashInvstGrp/EOYAmt081051
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01360
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01510
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt020,800
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0161255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02880
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0734
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08619
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0224162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0285211
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02894
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0734
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08619
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt020800
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IRS990ScheduleA/PublicSupportPY509Pct00.92090
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0150
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0475885
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt072138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt077584
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO ENCOURAGE PRESERVATION OF THIS DISTINCTIVE HISTORIC DISTRICT AND TO EDUCATE THE PUBLIC ABOUT OUR INHERITED NEIGHBORHOOD VALUES WHICH CONTRIBUTE TO A WHOLESOME URBAN ENVIRONMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER AND CPA REVIEW THE ANNUAL 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND OTHER POLICIES AND PROCEDURES AS WELL AS THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY PHONE CALL, MAIL, OR EMAIL TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsGrp/BOYAmt0205992
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064901
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205992

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