Civic Intelligence

Baptist Credit Union

990 • Fiscal year 2014 • EIN 74-1300807

Jan 01, 2014 to Dec 31, 2014 • Filed on Jan 24, 2015

Organization ProfileWWW.BAPTISTCU.ORG

View Organization Page

5815 Ih-10 WestSan Antonio, TX 78201-2800

(210) 525-0100

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.90x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

10th percentile

10.99x

Higher debt load relative to revenue than 10% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Net Margin

18th percentile

-0.2%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2014 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2014

Asset Growth

67th percentile

3.4%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-2.6%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$32,155,305

Up $1,056,535 (+3.4%) from 2013

Net Assets

Down

$3,168,878

Down $6,558 (-0.2%) from 2013

Liabilities

Up

$28,986,427

Up $1,063,093 (+3.8%) from 2013

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin18th percentile

Revenue

Down

$2,637,792

Down $69,593 (-2.6%) from 2013

Expenses

Up

$2,644,350

Up $106,180 (+4.2%) from 2013

Net Income

Down

-$6,558

Down $175,773 (-104%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$60M$40M$20M$0Assets 2010: $27,918,139Liabilities 2010: $24,913,140Net Assets 2010: $3,004,9992010Assets 2011: $28,084,497Liabilities 2011: $25,185,810Net Assets 2011: $2,898,6872011Assets 2012: $28,607,500Liabilities 2012: $25,601,279Net Assets 2012: $3,006,2212012Assets 2013: $31,098,770Liabilities 2013: $27,923,334Net Assets 2013: $3,175,4362013Assets 2014: $32,155,305Liabilities 2014: $28,986,427Net Assets 2014: $3,168,8782014Assets 2015: $32,537,391Liabilities 2015: $29,376,440Net Assets 2015: $3,160,9512015Assets 2016: $35,228,413Liabilities 2016: $32,158,366Net Assets 2016: $3,070,0472016Assets 2017: $34,126,413Liabilities 2017: $31,114,626Net Assets 2017: $3,011,7872017Assets 2018: $34,314,331Liabilities 2018: $31,229,552Net Assets 2018: $3,084,7792018Assets 2019: $37,798,085Liabilities 2019: $34,631,034Net Assets 2019: $3,167,0512019Assets 2020: $44,117,363Liabilities 2020: $40,872,620Net Assets 2020: $3,244,7432020Assets 2021: $47,813,661Liabilities 2021: $44,347,424Net Assets 2021: $3,466,2372021Assets 2022: $49,159,061Liabilities 2022: $45,494,645Net Assets 2022: $3,664,4162022Assets 2023: $48,818,218Liabilities 2023: $44,858,118Net Assets 2023: $3,960,1002023Assets 2024: $52,488,924Liabilities 2024: $48,313,747Net Assets 2024: $4,175,1772024

Highlighted filing

2014

Assets$32,155,305
Liabilities$28,986,427
Net Assets$3,168,878
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,868,2202010Expenses 2011: $2,762,7072011Expenses 2012: $2,611,1162012Revenue 2013: $2,707,385Expenses 2013: $2,538,170Net Income 2013: $169,2152013Revenue 2014: $2,637,792Expenses 2014: $2,644,350Net Income 2014: -$6,5582014Revenue 2015: $2,529,234Expenses 2015: $2,537,161Net Income 2015: -$7,9272015Revenue 2016: $2,453,794Expenses 2016: $2,544,698Net Income 2016: -$90,9042016Revenue 2017: $2,499,262Expenses 2017: $2,557,522Net Income 2017: -$58,2602017Revenue 2018: $2,523,947Expenses 2018: $2,450,955Net Income 2018: $72,9922018Revenue 2019: $2,671,875Expenses 2019: $2,589,603Net Income 2019: $82,2722019Revenue 2020: $2,642,296Expenses 2020: $2,564,604Net Income 2020: $77,6922020Revenue 2021: $2,637,130Expenses 2021: $2,415,636Net Income 2021: $221,4942021Revenue 2022: $2,937,381Expenses 2022: $2,739,202Net Income 2022: $198,1792022Revenue 2023: $3,249,535Expenses 2023: $3,074,569Net Income 2023: $174,9662023Revenue 2024: $3,624,487Expenses 2024: $3,454,358Net Income 2024: $170,1292024

Highlighted filing

2014

Revenue$2,637,792
Expenses$2,644,350
Net Income-$6,558
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jan 24, 2015
Return Version
2014v5.0
Gross Receipts
$2,637,792
Mission and Program Overview

Mission

Baptist credit union exists to improve member's lives through extraordinary service, quality financial products and services, personal finance education, and a long-term relationship with the credit union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$23,217,651$23,971,092▲ $753,441
Investments Program Related$5,143,634$3,963,111▼ $1,180,523
Cash and Non-Interest-Bearing Accounts$2,001,552$3,526,759▲ $1,525,207
Rtn Earn Endowment Incm Other Fnds$3,175,436$3,168,878▼ $6,558
Land, Buildings, and Equipment, Net$553,832$495,323▼ $58,509
Prepaid Expenses and Deferred Charges$83,705$84,578▲ $873
Accounts Receivable$18,377$49,275▲ $30,898
Total Assets$31,098,770$32,155,305▲ $1,056,535
Other Assets Total$80,019$65,167▼ $14,852
Liabilities
Other Liabilities$27,626,496$28,803,011▲ $1,176,515
Accounts Payable and Accrued Expenses$296,838$183,416▼ $113,422
Total Liabilities$27,923,334$28,986,427▲ $1,063,093
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,175,436$3,168,878▼ $6,558
Total Liabilities and Net Assets / Fund Balance$31,098,770$32,155,305▲ $1,056,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$129,654$804,066$933,720
Buildings$325,662$361,862$687,524
Land$40,007-$40,007
Investment Program Related Org$39,150--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Ken CoffeeChairman
Richard FalingVice-chairma
Chris LiebriumDirector
Harvey FoegelleDirector
Homer VallejoDirector
Rhonda WaldenDirector
Xavier SilvaDirector
Tom BaileySecretary
Bob ScofieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,612,340
Investment Income
$25,452
Other Revenue
$0
Change in Net Assets
$-6,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,262,601
Salaries, Compensation, and Employee Benefits$1,239,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$938,876--$938,876
Office Expenses$561,770--$561,770
Fees for Services Accounting$178,694--$178,694
Other Employee Benefits$172,270--$172,270
Benefits to Members$142,493--$142,493
Occupancy$92,874--$92,874
Payroll Taxes$78,715--$78,715
Advertising$75,430--$75,430
Depreciation Depletion$68,083--$68,083
Fees for Services Other$53,217--$53,217
Pension Plan Contributions$49,395--$49,395
Insurance$41,730--$41,730
Conferences and Meetings$16,118--$16,118
Other Expenses$6,296--$6,296
Interest$16--$16
Total Functional Expenses$2,644,350$0$0$2,644,350
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares/deposits$28,803,011
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 6

“Baptist is a state chartered credit union comprised of owner/members. These members hold annual meetings at which time the members present elect open positions for board of directors”

Form 990, Page 6, Part VI, Line 7A

“Credit union members are eligible for membership in the credit union if they are within the field of membership and pay the minimum share deposit as authorized by the board of directors. At each annual meeting, they elect open positions from the membership for the board of directors.”

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

“A copy of form 990 is provided to each board member for review. After review, the form is approved for remittance to the irs.”

Form 990, Page 6, Part VI, Line 12C

“All board of directors and key employees are required to file an annual conflict of interest disclosure statement. The credit union monitors these statements to determine any outside entity activity and the nature of such interest.”

Form 990, Page 6, Part VI, Line 15B

“Board of directors review the compensation paid to their key employees on an annual basis and compares compensation levels against industry standards, credit union size, and services. All deliberations are formally recorded in appropriate official minutes.”

Form 990, Page 6, Part VI, Line 19

“Credit union posts its financial statements in the credit union lobby for all members to review. The governance documents and conflicts of interest statements are available in the credit union office for review upon request.”

Filing and Contact Details

Filer

Filer Name
Baptist Credit Union
EIN
74-1300807
Phone
2105250100
Address
5815 IH-10 WEST, SAN ANTONIO, TX 78201-2800

Signing Officer

Name
Nick Holguin
Title
CEO
Phone
2105250100
Signed
2015-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Holguin CEO
Formed
1955
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
26

Preparer

Firm
Lema & Associates
Address
610 E MARKET ST STE 2906, SAN ANTONIO, TX 78205-2680
Preparer
Angel R Lema CPA
Phone
2102124822
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“There were no other exempt purpose accomplishments except those noted above.”

Raw XML Appendix378 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.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt297723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01468414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11046203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt297723
IRS990/ProgSrvcAccomActy2Grp/Desc0LOANS INCREASED BY 764,000.00
IRS990/ProgSrvcAccomActy3Grp/Desc0CREDIT UNION INTRODUCED A MOBILE CAPTURE APPLICATION AND BEGAN ACCEPTING MATRICULAR ACCOUNTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THERE WERE NO OTHER EXEMPT PURPOSE ACCOMPLISHMENTS EXCEPT THOSE NOTED ABOVE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02644350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0150309
IRS990/PYInvestmentIncomeAmt024027
IRS990/PYOtherExpensesAmt01188077
IRS990/PYOtherRevenueAmt0167951
IRS990/PYProgramServiceRevenueAmt02515407
IRS990/PYRevenuesLessExpensesAmt0169215
IRS990/PYSalariesCompEmpBnftPaidAmt01199784
IRS990/PYTotalExpensesAmt02538170
IRS990/PYTotalRevenueAmt02707385
IRS990/ReconcilationRevenueExpnssAmt0-6558
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03175436
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03168878
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0325662
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0361862
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0687524
IRS990ScheduleD/EquipmentGrp/BookValueAmt0129654
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0804066
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0933720
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt02347000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11200000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2276961
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3100000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt439150
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERT.OF DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CATALYST PERFORMANCE TIERED
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2NCUSIF DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3CATALYST PLEDGED SHARES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4CATALYST MEMBER CAPITAL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/LandGrp/BookValueAmt040007
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028803011
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES/DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0495323
IRS990ScheduleD/TotalBookValueProgramRltdAmt03963111
IRS990ScheduleD/TotalLiabilityAmt028803011
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO OTHER EXEMPT PURPOSE ACCOMPLISHMENTS EXCEPT THOSE NOTED ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BAPTIST IS A STATE CHARTERED CREDIT UNION COMPRISED OF OWNER/MEMBERS. THESE MEMBERS HOLD ANNUAL MEETINGS AT WHICH TIME THE MEMBERS PRESENT ELECT OPEN POSITIONS FOR BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT UNION MEMBERS ARE ELIGIBLE FOR MEMBERSHIP IN THE CREDIT UNION IF THEY ARE WITHIN THE FIELD OF MEMBERSHIP AND PAY THE MINIMUM SHARE DEPOSIT AS AUTHORIZED BY THE BOARD OF DIRECTORS. AT EACH ANNUAL MEETING, THEY ELECT OPEN POSITIONS FROM THE MEMBERSHIP FOR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER FOR REVIEW. AFTER REVIEW, THE FORM IS APPROVED FOR REMITTANCE TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CREDIT UNION MONITORS THESE STATEMENTS TO DETERMINE ANY OUTSIDE ENTITY ACTIVITY AND THE NATURE OF SUCH INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD OF DIRECTORS REVIEW THE COMPENSATION PAID TO THEIR KEY EMPLOYEES ON AN ANNUAL BASIS AND COMPARES COMPENSATION LEVELS AGAINST INDUSTRY STANDARDS, CREDIT UNION SIZE, AND SERVICES. ALL DELIBERATIONS ARE FORMALLY RECORDED IN APPROPRIATE OFFICIAL MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CREDIT UNION POSTS ITS FINANCIAL STATEMENTS IN THE CREDIT UNION LOBBY FOR ALL MEMBERS TO REVIEW. THE GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST STATEMENTS ARE AVAILABLE IN THE CREDIT UNION OFFICE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031098770
IRS990/TotalAssetsEOYAmt032155305
IRS990/TotalAssetsGrp/BOYAmt031098770
IRS990/TotalAssetsGrp/EOYAmt032155305
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02644350
IRS990/TotalFunctionalExpensesGrp/TotalAmt02644350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027923334
IRS990/TotalLiabilitiesEOYAmt028986427
IRS990/TotalLiabilitiesGrp/BOYAmt027923334
IRS990/TotalLiabilitiesGrp/EOYAmt028986427
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03175436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03168878
IRS990/TotalOtherProgSrvcExpenseAmt02644350
IRS990/TotalProgramServiceExpensesAmt02644350
IRS990/TotalProgramServiceRevenueAmt02612340
IRS990/TotalRevenueGrp/ExclusionAmt025452
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02612340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02637792
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031098770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032155305
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05815 IH-10 WEST
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0782012800
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BAPTISTCU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICK HOLGUIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02105250100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAPTIST CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0BAPT
ReturnHeader/Filer/EIN0741300807
ReturnHeader/Filer/PhoneNum02105250100
ReturnHeader/Filer/USAddress/AddressLine1Txt05815 IH-10 WEST
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782012800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEMA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 E MARKET ST STE 2906
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782052680
ReturnHeader/PreparerPersonGrp/PhoneNum02102124822
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGEL R LEMA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-21T14:51:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,155,305
Liabilities
$28,986,427
Net assets
$3,168,878
Revenue
$2,637,792
Expenses
$2,644,350
Net income
-$6,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.5$48.3$4.18$3.62$3.45$0.17
2023Detailed filing. Detailed filing data is available for this year.$48.8$44.9$3.96$3.25$3.07$0.17
2022Detailed filing. Detailed filing data is available for this year.$49.2$45.5$3.66$2.94$2.74$0.20
2021Detailed filing. Detailed filing data is available for this year.$47.8$44.3$3.47$2.64$2.42$0.22
2020Detailed filing. Detailed filing data is available for this year.$44.1$40.9$3.24$2.64$2.56$0.08
2019Detailed filing. Detailed filing data is available for this year.$37.8$34.6$3.17$2.67$2.59$0.08
2018Detailed filing. Detailed filing data is available for this year.$34.3$31.2$3.08$2.52$2.45$0.07
2017Detailed filing. Detailed filing data is available for this year.$34.1$31.1$3.01$2.50$2.56$0.06
2016Detailed filing. Detailed filing data is available for this year.$35.2$32.2$3.07$2.45$2.54$0.09
2015Detailed filing. Detailed filing data is available for this year.$32.5$29.4$3.16$2.53$2.54$0.01
2014Detailed filing. Detailed filing data is available for this year.$32.2$29.0$3.17$2.64$2.64$0.01
2013Detailed filing. Detailed filing data is available for this year.$31.1$27.9$3.18$2.71$2.54$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$25.6$3.01$2.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$25.2$2.90$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$24.9$3.00$2.87