Civic Intelligence

Texas Retailers Association

990 • Fiscal year 2021 • EIN 74-1363627

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 12, 2022

Organization Profilewww.txretailers.org

View Organization Page

13706 Research Blvd Ste 314Austin, TX 78750

(512) 472-8261

Siviq Scores

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

Liabilities / Assets

69th percentile

0.28x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.78x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

15%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$192,217

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

18%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

7.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,930,906

Up $300,243 (+18%) from 2020

Net Assets

Up

$1,399,698

Up $320,853 (+30%) from 2020

Liabilities

Down

$531,208

Down $20,610 (-3.7%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin60th percentile

Revenue

Up

$681,356

Up $44,556 (+7.0%) from 2020

Expenses

Down

$580,129

Down $77,698 (-12%) from 2020

Net Income

Up

$101,227

Up $122,254 (+581%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,287,272Liabilities 2011: $5,097Net Assets 2011: $1,282,1752011Assets 2012: $1,255,682Liabilities 2012: $16,973Net Assets 2012: $1,238,7092012Assets 2014: $2,044,546Liabilities 2014: $46,465Net Assets 2014: $1,998,0812014Assets 2015: $1,853,087Liabilities 2015: $32,777Net Assets 2015: $1,820,3102015Assets 2016: $1,669,742Liabilities 2016: $281,521Net Assets 2016: $1,388,2212016Assets 2017: $1,615,263Liabilities 2017: $282,436Net Assets 2017: $1,332,8272017Assets 2018: $1,506,415Liabilities 2018: $335,008Net Assets 2018: $1,171,4072018Assets 2019: $1,432,061Liabilities 2019: $488,840Net Assets 2019: $943,2212019Assets 2020: $1,630,663Liabilities 2020: $551,818Net Assets 2020: $1,078,8452020Assets 2021: $1,930,906Liabilities 2021: $531,208Net Assets 2021: $1,399,6982021Assets 2022: $1,866,590Liabilities 2022: $611,243Net Assets 2022: $1,255,3472022Assets 2023: $1,972,065Liabilities 2023: $662,769Net Assets 2023: $1,309,2962023Assets 2024: $2,220,539Liabilities 2024: $664,780Net Assets 2024: $1,555,7592024

Highlighted filing

2021

Assets$1,930,906
Liabilities$531,208
Net Assets$1,399,698
Open 2021 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $646,581Expenses 2011: $673,250Net Income 2011: -$26,6692011Revenue 2012: $639,084Expenses 2012: $730,482Net Income 2012: -$91,3982012Revenue 2014: $759,131Expenses 2014: $751,028Net Income 2014: $8,1032014Revenue 2015: $729,083Expenses 2015: $809,818Net Income 2015: -$80,7352015Revenue 2016: $734,715Expenses 2016: $995,619Net Income 2016: -$260,9042016Revenue 2017: $831,387Expenses 2017: $957,790Net Income 2017: -$126,4032017Revenue 2018: $891,362Expenses 2018: $999,875Net Income 2018: -$108,5132018Revenue 2019: $799,957Expenses 2019: $941,581Net Income 2019: -$141,6242019Revenue 2020: $636,800Expenses 2020: $657,827Net Income 2020: -$21,0272020Revenue 2021: $681,356Expenses 2021: $580,129Net Income 2021: $101,2272021Revenue 2022: $745,640Expenses 2022: $533,909Net Income 2022: $211,7312022Revenue 2023: $665,679Expenses 2023: $652,852Net Income 2023: $12,8272023Revenue 2024: $661,519Expenses 2024: $567,367Net Income 2024: $94,1522024

Highlighted filing

2021

Revenue$681,356
Expenses$580,129
Net Income$101,227
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 12, 2022
Return Version
2020v4.1
Gross Receipts
$681,356
Mission and Program Overview

Mission

To be a strong advocate for the retail industry and to provide value added services and programs pertinent to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,567,546$1,792,523▲ $224,977
Cash and Non-Interest-Bearing Accounts$57,993$87,776▲ $29,783
Accounts Receivable$-6,327$7,184▲ $13,511
Land, Buildings, and Equipment, Net$7,338$6,598▼ $740
Total Assets$1,630,663$1,930,906▲ $300,243
Other Assets Total$4,113$36,825▲ $32,712
Liabilities
Unsecured Notes Loans Payable$323,747$303,224▼ $20,523
Deferred Revenue$150,199$197,843▲ $47,644
Accounts Payable and Accrued Expenses$77,872$30,141▼ $47,731
Total Liabilities$551,818$531,208▼ $20,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,078,845$1,399,698▲ $320,853
Total Net Assets Fund Balance$1,078,845$1,399,698▲ $320,853
Total Liabilities and Net Assets / Fund Balance$1,630,663$1,930,906▲ $300,243

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,598$17,350$23,948
Other Assets Org$35,625--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
George KelemenPresidentFT$192,217$192,217
Diana CardonaVice President of OperationsFT$85,000$85,000

Board Members and Trustees

NameTitle
Theresa FloresChair
Christy LaraFood Council Chair
Luke GustafsonImmediate Past Chair
Meredith PrelohVice Chair
Celinda GonzalezDirector
Christopher HolmanDirector
David McKinneyDirector
Leslie Lockett-SweetDirector
Michael DiamondDirector
Michael WalkerDirector
Rene CasaresDirector
Teresa DickersonDirector
Jason CooperExec Committee Director
Dan LopezExec Committee
John RaneyExec Committee Small Retailer
Tiffany WilliamsExec Committee Small Retailer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,412
Program Service Revenue
$485,035
Investment Income
$105,359
Other Revenue
$11,550
All Other Contributions
$79,412
Change in Net Assets
$101,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,655
Other Expenses$241,474
Total Fundraising Expense$13,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$232,433$42,518$8,504$283,455
Fees for Services Accounting$33,820$6,186$1,237$41,243
Other Employee Benefits$22,656$4,144$829$27,629
Occupancy$20,596$3,768$754$25,118
Payroll Taxes$14,687$2,687$537$17,911
All Other Expenses$14,730$566$113$15,409
Fees for Service Investment Mgmnt Fees$11,324$2,071$414$13,809
Interest$9,057$1,657$331$11,045
Other Expenses$8,871$1,623$325$10,819
Pension Plan Contributions$7,921$1,449$290$9,660
Information Technology$6,992$1,279$256$8,527
Insurance$1,441$264$53$1,758
Office Expenses$1,320$242$48$1,610
Advertising$675$124$25$824
Total Functional Expenses$496,913$69,346$13,870$580,129
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$11,087
Total Nondeductible Lobbying and Political Cost$11,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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

Members or stockholder classes and rights Part VI line 6

“Texas Retailers are volunteer members of the organization.”

Member election for additional members Part VI line 7A

“Members attending the annual meeting are allowed to vote to elect the Board of Directors.”

Form 990 governing body review Part VI line 11

“The organizations chairman, president and vice president review the Form 990.”

Conflict of interest policy compliance Part VI line 12C

“Each Board Member and key employee prepares an annual written disclosure of any interest that could give rise to a conflict. The board members and key employees agree to notify the Chair and President promptly if and when any additional actual, apparent or potential conflicts arise subsequent to the annual disclosure. When encountering potnential conflicts of interest, the board members and key employees remove themselves from all discussion by leaving the room and abstain from voting on the matter.”

CEO executive director top management comp Part VI line 15A

“Annually performance evaluations are completed and summaries, along with salary recommendations are provided to the Board. The Board discusses performance results and compares salary to current industry compensation information. The Board will vote on recommended changes.”

Other officer or key employee compensation Part VI line 15B

“Annually performance evaluations are completed on employees and summaries, along with salary recommendations are provided to the Board. The Board discusses performance results and compares salary to current industry compensation information. The Board will vote on recommended changes.”

Governing documents etc available to public Part VI line 19

“The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Retailers Association
EIN
74-1363627
Address
13706 Research Blvd Ste 314, Austin, TX 78750

Signing Officer

Name
Diana Cardona
Title
VP of Operation
Phone
5124728261
Signed
2022-07-12
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
28

Preparer

Firm
Susan Sessions CPA PLLC
Address
29810 FM 1093 Rd Ste D, Fulshear, TX 77441
Preparer
Susan Sessions
Phone
8323459311
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Exec Committee Small Retailer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Exec Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Exec Committee Small Retailer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Exec Committee Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt17Food Council Chair
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01279
IRS990/InformationTechnologyGrp/ProgramServicesAmt06992
IRS990/InformationTechnologyGrp/TotalAmt08527
IRS990/InsuranceGrp/FundraisingAmt053
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IRS990/InterestGrp/ManagementAndGeneralAmt01657
IRS990/InterestGrp/ProgramServicesAmt09057
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01792523
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017350
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt06598
IRS990/LandBldgEquipCostOrOtherBssAmt023948
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To be a strong advocate for the retail industry and to provide value added services and programs pertinent to our members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01399698
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IRS990/OccupancyGrp/ManagementAndGeneralAmt03768
IRS990/OccupancyGrp/ProgramServicesAmt020596
IRS990/OccupancyGrp/TotalAmt025118
IRS990/OfficeExpensesGrp/FundraisingAmt048
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0242
IRS990/OfficeExpensesGrp/ProgramServicesAmt01320
IRS990/OfficeExpensesGrp/TotalAmt01610
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04113
IRS990/OtherAssetsTotalGrp/EOYAmt036825
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0829
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04144
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022656
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027629
IRS990/OtherExpensesGrp/Desc0Contract Services
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Website
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/FundraisingAmt0154
IRS990/OtherExpensesGrp/FundraisingAmt1325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0768
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11623
IRS990/OtherExpensesGrp/ProgramServicesAmt098730
IRS990/OtherExpensesGrp/ProgramServicesAmt17462
IRS990/OtherExpensesGrp/ProgramServicesAmt24198
IRS990/OtherExpensesGrp/ProgramServicesAmt38871
IRS990/OtherExpensesGrp/TotalAmt098730
IRS990/OtherExpensesGrp/TotalAmt17462
IRS990/OtherExpensesGrp/TotalAmt25120
IRS990/OtherExpensesGrp/TotalAmt310819
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Lobby Day
IRS990/OtherRevenueMiscGrp/ExclusionAmt011550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011550
IRS990/OtherRevenueTotalAmt011550
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0537
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02687
IRS990/PayrollTaxesGrp/ProgramServicesAmt014687
IRS990/PayrollTaxesGrp/TotalAmt017911
IRS990/PensionPlanContributionsGrp/FundraisingAmt0290
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01449
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07921
IRS990/PensionPlanContributionsGrp/TotalAmt09660
IRS990/PoliticalCampaignActyInd0true
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3323100
IRS990/ProgramServiceRevenueGrp/Desc0Annual Meeting
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IRS990/ProgramServiceRevenueGrp/Desc2Cost Reimbursement
IRS990/ProgramServiceRevenueGrp/Desc3Member Dues
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1402792
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt260000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3402792
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt021618
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IRS990/PYInvestmentIncomeAmt034794
IRS990/PYOtherExpensesAmt0308207
IRS990/PYOtherRevenueAmt048400
IRS990/PYProgramServiceRevenueAmt0499156
IRS990/PYRevenuesLessExpensesAmt0-21027
IRS990/PYSalariesCompEmpBnftPaidAmt0349620
IRS990/PYTotalExpensesAmt0657827
IRS990/PYTotalRevenueAmt0636800
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0101227
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0485035
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt011087
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0402792
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IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt011087
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0000000000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,930,906
Liabilities
$531,208
Net assets
$1,399,698
Revenue
$681,356
Expenses
$580,129
Net income
$101,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.66$1.56$0.66$0.57$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.66$1.31$0.67$0.65$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.61$1.26$0.75$0.53$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.53$1.40$0.68$0.58$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.55$1.08$0.64$0.66$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.49$0.94$0.80$0.94$0.14
2018Summary only. Only limited summary data is available for this year.$1.51$0.34$1.17$0.89$1.00$0.11
2017Summary only. Only limited summary data is available for this year.$1.62$0.28$1.33$0.83$0.96$0.13
2016Summary only. Only limited summary data is available for this year.$1.67$0.28$1.39$0.73$1.00$0.26
2015Summary only. Only limited summary data is available for this year.$1.85$0.03$1.82$0.73$0.81$0.08
2014Summary only. Only limited summary data is available for this year.$2.04$0.05$2.00$0.76$0.75$0.01
2012Summary only. Only limited summary data is available for this year.$1.26$0.02$1.24$0.64$0.73$0.09
2011Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$0.65$0.67$0.03