Civic Intelligence

Texas Values Action

990EZ • Fiscal year 2018 • EIN 46-4665285

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization ProfileWWW.TXVALUESACTION.ORG
900 Congress AvenueAustin, TX 78701

(512) 478-2220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

60th percentile

7.4%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

60th percentile

5.5%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

65%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$93,401

Up $4,890 (+5.5%) from 2017

Net Assets

$93,401

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$178,214

Up $69,977 (+65%) from 2017

Expenses

Up

$165,004

Up $60,247 (+58%) from 2017

Net Income

Up

$13,210

Up $9,730 (+280%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2014: $79,083Net Assets 2014: $79,0832014Assets 2015: $90,460Net Assets 2015: $90,4602015Assets 2016: $85,031Net Assets 2016: $85,0312016Assets 2017: $88,511Liabilities 2017: $02017Assets 2018: $93,401Net Assets 2018: $93,4012018Assets 2019: $128,509Liabilities 2019: $0Net Assets 2019: $128,5092019Assets 2020: $177,489Liabilities 2020: $0Net Assets 2020: $177,4892020Assets 2021: $219,124Liabilities 2021: $0Net Assets 2021: $219,1242021Assets 2022: $282,311Liabilities 2022: $0Net Assets 2022: $282,3112022Assets 2023: $258,419Liabilities 2023: $11,924Net Assets 2023: $246,4952023Assets 2024: $244,536Liabilities 2024: $0Net Assets 2024: $244,5362024

Highlighted filing

2018

Assets$93,401
Liabilities-
Net Assets$93,401
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $133,411Expenses 2014: $54,328Net Income 2014: $79,0832014Revenue 2015: $118,881Expenses 2015: $107,504Net Income 2015: $11,3772015Revenue 2016: $143,762Expenses 2016: $149,191Net Income 2016: -$5,4292016Revenue 2017: $108,237Expenses 2017: $104,757Net Income 2017: $3,4802017Revenue 2018: $178,214Expenses 2018: $165,004Net Income 2018: $13,2102018Revenue 2019: $198,002Expenses 2019: $162,894Net Income 2019: $35,1082019Revenue 2020: $194,208Expenses 2020: $145,228Net Income 2020: $48,9802020Revenue 2021: $278,288Expenses 2021: $236,653Net Income 2021: $41,6352021Revenue 2022: $261,662Expenses 2022: $198,475Net Income 2022: $63,1872022Revenue 2023: $199,470Expenses 2023: $235,286Net Income 2023: -$35,8162023Revenue 2024: $150,874Expenses 2024: $150,333Net Income 2024: $5412024

Highlighted filing

2018

Revenue$178,214
Expenses$165,004
Net Income$13,210
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$188,809
Mission and Program Overview

Mission

Texas values action directly advocates for faith, family and freedom in the political arena.

Program Services

DescriptionGrantsExpenses
TEXAS VALUES ACTION ADVOCATED FOR FAITH, FAMILY AND FREEDOM IN THE POLITICAL ARENA DURING THE YEAR, INCLUDING THE TEXAS LEGISLATURE.-$165,004
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN SAENZPresidentPT$33,398$3,963$37,361
BRIAN RUSSELLTreasurer-$0--
JARED WOODFILLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$35,535$5,779$2,591$3,188
Total Events$35,535$5,779$10,595$-4,816
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$28,788
Section 527 Activity Spending$28,788
Total Exempt Function Spending$28,788
Filing and Contact Details

Filer

Filer Name
Texas Values Action
EIN
46-4665285
Phone
5124782220
Address
900 CONGRESS AVENUE, AUSTIN, TX 78701

Signing Officer

Name
Jonathan Saenz
Title
President
Phone
5124782220
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK CHARGES 2476.”

Form 990EZ, Part I, Line 16

“EVENTS 2580.”

Form 990EZ, Part I, Line 16

“Marketing & programs 52988.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 311.”

Form 990EZ, Part I, Line 16

“TELEPHONE/INTERNET 642.”

Form 990EZ, Part I, Line 16

“TRAVEL 1792.”

Form 990EZ, Part I, Line 20

“Prior period adjustment -8320.”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JONATHAN SAENZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05124782220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 CONGRESS AVE STE L-115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093401
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0183030
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt028788
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013210
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09407
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093401
IRS990EZ/FundraisingGrossIncomeAmt05779
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0188809
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093401
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093401
IRS990EZ/OccupancyRentUtltsAndMaintAmt06900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt033398
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt03963
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN SAENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JARED WOODFILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-8320
IRS990EZ/OtherExpensesTotalAmt060789
IRS990EZ/PrimaryExemptPurposeTxt0TEXAS VALUES ACTION DIRECTLY ADVOCATES FOR FAITH, FAMILY AND FREEDOM IN THE POLITICAL ARENA.
IRS990EZ/PrintingPublicationsPostageAmt028099
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEXAS VALUES ACTION ADVOCATED FOR FAITH, FAMILY AND FREEDOM IN THE POLITICAL ARENA DURING THE YEAR, INCLUDING THE TEXAS LEGISLATURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0165004
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt059809
IRS990EZ/SpecialEventsDirectExpensesAmt010595
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4816
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165004
IRS990EZ/TotalProgramServiceExpensesAmt0165004
IRS990EZ/TotalRevenueAmt0178214
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TXVALUESACTION.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Expended527ActivitiesAmt028788
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt028788
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0TEXAS VALUES ACTION PREPARED MAILERS, GET OUT THE VOTE CALLS, AND SOCIAL MEDIA ADS FOR ENDORSED CANDIDATES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I-A Line 1
IRS990ScheduleC/TotalExemptFunctionExpendAmt028788
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029756
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029756
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010595
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01411
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01411
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05779
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05779
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4816
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02591
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02591
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0814
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 2476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS 2580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARKETING & PROGRAMS 52988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS 311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE/INTERNET 642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL 1792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT -8320.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SAENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124782220
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEXAS VALUES ACTION
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0464665285
ReturnHeader/Filer/PhoneNum05124782220
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 CONGRESS AVENUE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD3EF3096A24C31EF7A969B327B772EA5418659E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD3EF3096A24C31EF7A969B327B772EA5418659E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.114.136.169
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:04:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allman & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09600 Great Hills Trail Suite 150W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05125023077
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER L ALLMAN CPA
ReturnHeader/ReturnTs02018-11-12T09:04:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,401
Liabilities
-
Net assets
$93,401
Revenue
$178,214
Expenses
$165,004
Net income
$13,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.00$2.45$1.51$1.50$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.12$2.46$1.99$2.35$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$2.62$1.98$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$2.78$2.37$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$1.94$1.45$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$1.98$1.63$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.78$1.65$0.13
2017Summary only. Only limited summary data is available for this year.$0.89$0.00$1.08$1.05$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$1.44$1.49$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.19$1.08$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.33$0.54$0.79