Civic Intelligence

Puerto Rican Heritage Society

EIN 74-2350506 • 501(c)3 • San Antonio, TX

Profile

Support puerto rican heritage

PO Box 460206San Antonio, TX 78246

www.coquisa.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

6.1%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$49,634

Up $2,835 (+6.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$49,634

Up $2,835 (+6.1%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin72nd percentile

Revenue

Up

$25,699

Up $4,504 (+21%) from 2019

Expenses

Down

$21,147

Down $23,369 (-52%) from 2019

Net Income

Up

$4,552

Up $27,873 (+120%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$80K$60K$40K$20K$0Assets 2011: $13,456Liabilities 2011: $02011Assets 2012: $25,948Net Assets 2012: $25,9482012Assets 2013: $16,871Liabilities 2013: $02013Assets 2014: $55,096Liabilities 2014: $02014Assets 2015: $39,768Liabilities 2015: $0Net Assets 2015: $39,7682015Assets 2016: $62,734Liabilities 2016: $0Net Assets 2016: $62,7342016Assets 2017: $47,451Liabilities 2017: $0Net Assets 2017: $47,4512017Assets 2018: $70,599Liabilities 2018: $0Net Assets 2018: $70,5992018Assets 2019: $46,799Liabilities 2019: $0Net Assets 2019: $46,7992019Assets 2020: $49,634Liabilities 2020: $0Net Assets 2020: $49,6342020

Highlighted filing

2020

Assets$49,634
Liabilities$0
Net Assets$49,634
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2011: -$15,648Expenses 2011: $5,544Net Income 2011: -$21,1922011Revenue 2012: $16,776Expenses 2012: $5,934Net Income 2012: $10,8422012Revenue 2013: -$4,359Expenses 2013: $4,718Net Income 2013: -$9,0772013Revenue 2014: $42,885Expenses 2014: $4,678Net Income 2014: $38,2072014Revenue 2015: -$10,490Expenses 2015: $4,838Net Income 2015: -$15,3282015Revenue 2016: $29,358Expenses 2016: $6,392Net Income 2016: $22,9662016Revenue 2017: $69,640Expenses 2017: $84,923Net Income 2017: -$15,2832017Revenue 2018: $91,941Expenses 2018: $68,791Net Income 2018: $23,1502018Revenue 2019: $21,195Expenses 2019: $44,516Net Income 2019: -$23,3212019Revenue 2020: $25,699Expenses 2020: $21,147Net Income 2020: $4,5522020

Highlighted filing

2020

Revenue$25,699
Expenses$21,147
Net Income$4,552
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,634
Liabilities
$0
Net assets
$49,634
Revenue
$25,699
Expenses
$21,147
Net income
$4,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$25.7$21.1$4.55
2019Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$21.2$44.5$23.3
2018Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$91.9$68.8$23.2
2017Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$69.6$84.9$15.3
2016Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$29.4$6.39$23.0
2015Detailed filing. Detailed filing data is available for this year.$39.8$0.00$39.8$10.5$4.84$15.3
2014Summary only. Only limited summary data is available for this year.$55.1$0.00$42.9$4.68$38.2
2013Summary only. Only limited summary data is available for this year.$16.9$0.00$4.36$4.72$9.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$25.9$16.8$5.93$10.8
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$15.6$5.54$21.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 22, 2021
Return Version
2020v4.0
Gross Receipts
$25,699
Mission and Program Overview

Mission

Support puerto rican heritage

Program Services

DescriptionGrantsExpenses
SUPPORT PUERTO RICAN HERITAGE; THREE KINGS DAY FESTIVITY IS GEARED TOWARDS CHILDREN OF ALL AGES. THE STORY OF THE TK IS TOLD AS IT IS CELEBRATED IN P.R. & CUSTOMS AND TRADITIONS ARE EXPLAINED. FESTIVAL ACTIVITY - ORGANIZATION FUNDRAISER PROGRAM FESTIVAL HELD EVERY TWO YEARS ON NOVEMBER IN SAN ANTONIO,COMMEMORATES THE DISCOVERY OF PUERTO RICO PROCEEDS USED TO FUND SCHOLARSHIPS, MAKE CHARITABLE DONATIONS, AND CARRY OUT ORGANIZATION'S OBJECTIVES.-$20,147
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA NEREIDA BURGESSTreasurer-$0--
VILMA AGUAYO-GAONACorresponden-$0--
OLGA CUSTODIOManagement C-$0--
ALICIA SILVAManagement C-$0--
MARIRROSA GOYCOManagement C-$0--
Filing and Contact Details

Filer

Filer Name
Puerto Rican Heritage Society
EIN
74-2350506
Phone
2108332471
Address
PO BOX 460206, SAN ANTONIO, TX 78246

Signing Officer

Name
Maria Nereida Burgess
Title
Treasurer
Phone
7873060448
Signed
2021-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Guerrero and Co Pc
Address
508 W RHAPSODY DR, SAN ANTONIO, TX 78216-2605
Preparer
Edward F Guerrero CPA
Phone
2104907100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 1st members meeting 272 3rd members meeting 75 new membership meeting 115 scholarships 10,138 three kings day 207 donations expense 4,774 meet & greet luncheon 248 total 15,829”

Form 990-ez, Part I, Line 20

“ADJ PRIOR YEAR -1,718”

Form 990-ez, Part II, Line 24

“Accounts receivable -80 -80 other loans receivable 195 195 total 115 115”

Form 990-ez, Part III, Line 28

“Support puerto rican heritage; three kings day festivity is geared towards children of all ages. The story of the tk is told as it is celebrated in p.r. & customs and traditions are explained. Festival activity - organization fundraiser program festival held every two years on november in san antonio,commemorates the discovery of puerto rico proceeds used to fund scholarships, make charitable donations, and carry out organization's objectives.”

Raw XML Appendix151 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARIA NEREIDA BURGESS
CompensationExplanation/CompensationExplanationGrp/PersonNm1VILMA AGUAYOGAONA
CompensationExplanation/CompensationExplanationGrp/PersonNm2OLGA CUSTODIO
CompensationExplanation/CompensationExplanationGrp/PersonNm3ALICIA SILVA
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARIRROSA GOYCO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARIA NEREIDA BURGESS
IRS990EZ/BooksInCareOfDetail/PhoneNum02108332471
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010323 DINNER CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078245
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049519
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017569
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05318
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046800
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049634
IRS990EZ/GrossReceiptsAmt025699
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05630
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046800
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049634
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA NEREIDA BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VILMA AGUAYO-GAONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OLGA CUSTODIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIRROSA GOYCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESPONDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MANAGEMENT C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MANAGEMENT C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MANAGEMENT C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0115
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0115
IRS990EZ/OtherChangesInNetAssetsAmt0-1718
IRS990EZ/OtherExpensesTotalAmt015829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PUERTO RICAN HERITAGE
IRS990EZ/ProgramServiceRevenueAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PUERTO RICAN HERITAGE; THREE KINGS DAY FESTIVITY IS GEARED TOWARDS CHILDREN OF ALL AGES. THE STORY OF THE TK IS TOLD AS IT IS CELEBRATED IN P.R. & CUSTOMS AND TRADITIONS ARE EXPLAINED. FESTIVAL ACTIVITY - ORGANIZATION FUNDRAISER PROGRAM FESTIVAL HELD EVERY TWO YEARS ON NOVEMBER IN SAN ANTONIO,COMMEMORATES THE DISCOVERY OF PUERTO RICO PROCEEDS USED TO FUND SCHOLARSHIPS, MAKE CHARITABLE DONATIONS, AND CARRY OUT ORGANIZATION'S OBJECTIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021147
IRS990EZ/TotalProgramServiceExpensesAmt020147
IRS990EZ/TotalRevenueAmt025699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.COQUISA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02056
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0140005
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069640
IRS990ScheduleA/Total509Grp/TotalAmt0208475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025699
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 1ST MEMBERS MEETING 272 3RD MEMBERS MEETING 75 NEW MEMBERSHIP MEETING 115 SCHOLARSHIPS 10,138 THREE KINGS DAY 207 DONATIONS EXPENSE 4,774 MEET & GREET LUNCHEON 248 TOTAL 15,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJ PRIOR YEAR -1,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE -80 -80 OTHER LOANS RECEIVABLE 195 195 TOTAL 115 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT PUERTO RICAN HERITAGE; THREE KINGS DAY FESTIVITY IS GEARED TOWARDS CHILDREN OF ALL AGES. THE STORY OF THE TK IS TOLD AS IT IS CELEBRATED IN P.R. & CUSTOMS AND TRADITIONS ARE EXPLAINED. FESTIVAL ACTIVITY - ORGANIZATION FUNDRAISER PROGRAM FESTIVAL HELD EVERY TWO YEARS ON NOVEMBER IN SAN ANTONIO,COMMEMORATES THE DISCOVERY OF PUERTO RICO PROCEEDS USED TO FUND SCHOLARSHIPS, MAKE CHARITABLE DONATIONS, AND CARRY OUT ORGANIZATION'S OBJECTIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA NEREIDA BURGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07873060448
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUERTO RICAN HERITAGE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PUER
ReturnHeader/Filer/EIN0742350506
ReturnHeader/Filer/PhoneNum02108332471
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 460206
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078246
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208127123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUERRERO AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0508 W RHAPSODY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782162605
ReturnHeader/PreparerPersonGrp/PhoneNum02104907100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD F GUERRERO CPA
ReturnHeader/ReturnTs02021-12-22T18:21:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURGESS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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