Civic Intelligence

San Antonio Electrical Vacation & Holiday Trust Agreement

990 • Fiscal year 2016 • EIN 74-1647406

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization ProfileN/A

View Organization Page

814 Arion Parkway Suite 120San Antonio, TX 78216

(210) 337-1741

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

36th percentile

-1.5%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$93,616

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$368,710

Down $26,700 (-6.8%) from 2015

Net Assets

Down

$368,710

Down $26,700 (-6.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin36th percentile

Revenue

Down

$1,827,057

Down $343,816 (-16%) from 2015

Expenses

Down

$1,853,757

Down $334,328 (-15%) from 2015

Net Income

Down

-$26,700

Down $9,488 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $820,754Liabilities 2010: $630,967Net Assets 2010: $189,7872010Assets 2011: $575,213Liabilities 2011: $429,400Net Assets 2011: $145,8132011Assets 2012: $710,232Liabilities 2012: $561,554Net Assets 2012: $148,6782012Assets 2013: $593,039Liabilities 2013: $470,822Net Assets 2013: $122,2172013Assets 2014: $426,305Liabilities 2014: $13,683Net Assets 2014: $412,6222014Assets 2015: $395,410Liabilities 2015: $0Net Assets 2015: $395,4102015Assets 2016: $368,710Liabilities 2016: $0Net Assets 2016: $368,7102016Assets 2017: $381,810Liabilities 2017: $0Net Assets 2017: $381,8102017Assets 2018: $455,605Liabilities 2018: $0Net Assets 2018: $455,6052018Assets 2019: $608,323Liabilities 2019: $0Net Assets 2019: $608,3232019Assets 2020: $658,920Liabilities 2020: $0Net Assets 2020: $658,9202020Assets 2021: $996,599Liabilities 2021: $0Net Assets 2021: $996,5992021Assets 2022: $839,843Liabilities 2022: $0Net Assets 2022: $839,8432022Assets 2023: $1,378,648Liabilities 2023: $0Net Assets 2023: $1,378,6482023Assets 2024: $1,823,342Liabilities 2024: $0Net Assets 2024: $1,823,3422024

Highlighted filing

2016

Assets$368,710
Liabilities$0
Net Assets$368,710
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,094,7592010Expenses 2011: $3,170,8672011Expenses 2012: $2,853,6232012Revenue 2013: $3,139,892Expenses 2013: $3,166,353Net Income 2013: -$26,4612013Revenue 2014: $2,377,185Expenses 2014: $2,543,919Net Income 2014: -$166,7342014Revenue 2015: $2,170,873Expenses 2015: $2,188,085Net Income 2015: -$17,2122015Revenue 2016: $1,827,057Expenses 2016: $1,853,757Net Income 2016: -$26,7002016Revenue 2017: $1,731,741Expenses 2017: $1,718,641Net Income 2017: $13,1002017Revenue 2018: $1,931,761Expenses 2018: $1,857,966Net Income 2018: $73,7952018Revenue 2019: $2,436,853Expenses 2019: $2,284,135Net Income 2019: $152,7182019Revenue 2020: $2,439,068Expenses 2020: $2,388,471Net Income 2020: $50,5972020Revenue 2021: $3,364,803Expenses 2021: $3,027,124Net Income 2021: $337,6792021Revenue 2022: $3,041,006Expenses 2022: $3,197,762Net Income 2022: -$156,7562022Revenue 2023: $3,818,766Expenses 2023: $3,279,961Net Income 2023: $538,8052023Revenue 2024: $5,272,340Expenses 2024: $4,827,646Net Income 2024: $444,6942024

Highlighted filing

2016

Revenue$1,827,057
Expenses$1,853,757
Net Income-$26,700
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$1,827,057
Mission and Program Overview

Mission

The sole purpose of the local union fund is to provide for vacation and holiday benefits earned by its members who are employed by union contractors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$395,410$368,710▼ $26,700
Savings and Temporary Cash Investments$266,122$232,853▼ $33,269
Accounts Receivable$127,868$135,857▲ $7,989
Cash and Non-Interest-Bearing Accounts$1,420$0▼ $1,420
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$395,410$368,710▼ $26,700
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$395,410$368,710▼ $26,700
Total Liabilities and Net Assets / Fund Balance$395,410$368,710▼ $26,700
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Paul GarzaBoard Chairman$93,616$93,616
Mike HernandezTrustee$79,792$79,792

Board Members and Trustees

NameTitle
Leslie MoynahanBoard Secretary
Doug CampTrustee
Gary AikenTrustee
Patrick GueldnerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,826,763
Investment Income
$294
Other Revenue
$0
Change in Net Assets
$-26,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,827,057
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,827,057
Total Revenue per Form 990
$1,827,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,838,752--$1,838,752
Fees for Services Accounting-$15,000-$15,000
Other Expenses-$5-$5
Total Functional Expenses$1,838,752$15,005$0$1,853,757

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,853,757
Total Expenses per Audited Statements$1,853,757
Total Expenses per Form 990$1,853,757
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
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, Part VI, Section B, line 11B

“Form 990 was provided to executive director for review and distribution to board members as might be deemed necessary prior to the filing deadline.”

Form 990, Part VI, Section B, line 12C

“Directors are required to complete annually (or as otherwise scheduled by the board), a disclosure form regarding any conflict of interest described in the policy. The board shall be responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflicts of interest policy and finanical statements available to the public upon written request and subsequent approval by the board.”

Filing and Contact Details

Filer

Filer Name
San Antonio Electrical Vacation
EIN
74-1647406
Phone
2103371741
Address
814 ARION PARKWAY SUITE 120, SAN ANTONIO, TX 78216

Signing Officer

Name
Paul Garza
Title
Trustee
Phone
2103371741
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Garza
Formed
1972
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Harper & Pearson Company PC
Address
One Riverway Suite 1900, Houston, TX 77056
Preparer
Kevin E Bienvenu CPA
Phone
7136222310
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The internal revenue service has ruled that the fund qualifies under section 501(c)(9) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. The fund received a favorable determination letter dated november 9, 1972 from the internal revenue service. The fund has been amended since receiving the determination letter. The trustees are of the opinion that the fund continues to be exempt from federal income taxes and continuew to conform to the requirements of erisa. The fund believes that all significant tax positions utilized by the fund will more likely than not be sustained upon examination. As of december 31, 2015, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the year 2013 forward ( with limited exceptions). Tax penalities and interest, if any, would be accrued as incurred and would be classified as tax expense in the statement of changes in benefit obligations and net assets available for benefits.”

Raw XML Appendix331 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND RECEIVED A FAVORABLE DETERMINATION LETTER DATED NOVEMBER 9, 1972 FROM THE INTERNAL REVENUE SERVICE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE TRUSTEES ARE OF THE OPINION THAT THE FUND CONTINUES TO BE EXEMPT FROM FEDERAL INCOME TAXES AND CONTINUEW TO CONFORM TO THE REQUIREMENTS OF ERISA. THE FUND BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FUND WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2015, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2013 FORWARD ( WITH LIMITED EXCEPTIONS). TAX PENALITIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN BENEFIT OBLIGATIONS AND NET ASSETS AVAILABLE FOR BENEFITS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO EXECUTIVE DIRECTOR FOR REVIEW AND DISTRIBUTION TO BOARD MEMBERS AS MIGHT BE DEEMED NECESSARY PRIOR TO THE FILING DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS ARE REQUIRED TO COMPLETE ANNUALLY (OR AS OTHERWISE SCHEDULED BY THE BOARD), A DISCLOSURE FORM REGARDING ANY CONFLICT OF INTEREST DESCRIBED IN THE POLICY. THE BOARD SHALL BE RESPONSIBLE FOR OVERSIGHT OF ALL DISCLOSURES OR FAILURES TO DISCLOSE, AND FOR TAKING APPROPRIATE ACTION IN THE CASE OF ANY CONFLICT OF INTEREST TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AND SUBSEQUENT APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078216
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0395410
IRS990/TotalAssetsEOYAmt0368710
IRS990/TotalAssetsGrp/BOYAmt0395410
IRS990/TotalAssetsGrp/EOYAmt0368710
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01838752
IRS990/TotalFunctionalExpensesGrp/TotalAmt01853757
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395410
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0368710
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01853757
IRS990/TotalProgramServiceRevenueAmt01826763
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01827057
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01827057
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0395410
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0368710
IRS990/TotReportableCompRltdOrgAmt0173408
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0814 ARION PARKWAY 120
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078216
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Garza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02103371741
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO ELECTRICAL VACATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& HOLIDAY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0741647406
ReturnHeader/Filer/PhoneNum02103371741
ReturnHeader/Filer/USAddress/AddressLine1Txt0814 ARION PARKWAY SUITE 120
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F92E56C5FFCB204975C0186A0A4116D3597FB80C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07BFB1D4B13984521CDFEEEADFA3AB9AD0C0EAA94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:14:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741695589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harper & Pearson Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Riverway Suite 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136222310
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin E Bienvenu CPA
ReturnHeader/ReturnTs02017-05-05T06:24:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,710
Liabilities
$0
Net assets
$368,710
Revenue
$1,827,057
Expenses
$1,853,757
Net income
-$26,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$5.27$4.83$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$3.82$3.28$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$3.04$3.20$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$3.36$3.03$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$2.44$2.39$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$2.44$2.28$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.93$1.86$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.73$1.72$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.83$1.85$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$2.17$2.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.41$2.38$2.54$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.47$0.12$3.14$3.17$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.56$0.15$2.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.43$0.15$3.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.63$0.19$4.09