Civic Intelligence

Hope Action Care

EIN 74-2481996 • 501(c)3 • San Antonio, TX

Profile

The mission of hope action care is to be san antonio's affordable housing choice that is committed to providing the best quality of life for our residents, and a suitable living environment for the families and individuals we serve, without discrimination.

1201 E Mulberry Ste 401San Antonio, TX 78209

www.broadwayheights.propertyware.com

Siviq Scores

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

Liabilities / Assets

77th percentile

0.36x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

1.09x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$101,799

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

1.8%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,026,175

Up $52,212 (+1.8%) from 2023

Liabilities

Down

$1,091,647

Down $59,163 (-5.1%) from 2023

Net Assets

Up

$1,934,528

Up $111,375 (+6.1%) from 2023

Revenue

Up

$1,002,842

Up $46,475 (+4.9%) from 2023

Expenses

Down

$891,467

Down $3,017 (-0.3%) from 2023

Net Income

Up

$111,375

Up $49,492 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,978,932Liabilities 2010: $1,919,054Net Assets 2010: $1,059,8782010Assets 2011: $3,193,744Liabilities 2011: $1,855,273Net Assets 2011: $1,338,4712011Assets 2012: $3,434,178Liabilities 2012: $1,764,473Net Assets 2012: $1,669,7052012Assets 2013: $3,369,955Liabilities 2013: $1,712,950Net Assets 2013: $1,657,0052013Assets 2014: $3,360,789Liabilities 2014: $1,660,674Net Assets 2014: $1,700,1152014Assets 2015: $3,303,848Liabilities 2015: $1,603,568Net Assets 2015: $1,700,2802015Assets 2016: $3,262,437Liabilities 2016: $1,544,628Net Assets 2016: $1,717,8092016Assets 2017: $3,196,799Liabilities 2017: $1,481,926Net Assets 2017: $1,714,8732017Assets 2018: $3,120,712Liabilities 2018: $1,415,944Net Assets 2018: $1,704,7682018Assets 2019: $3,064,317Liabilities 2019: $1,344,700Net Assets 2019: $1,719,6172019Assets 2020: $3,014,623Liabilities 2020: $1,311,454Net Assets 2020: $1,703,1692020Assets 2021: $2,939,799Liabilities 2021: $1,194,006Net Assets 2021: $1,745,7932021Assets 2022: $2,967,112Liabilities 2022: $1,205,842Net Assets 2022: $1,761,2702022Assets 2023: $2,973,963Liabilities 2023: $1,150,810Net Assets 2023: $1,823,1532023Assets 2024: $3,026,175Liabilities 2024: $1,091,647Net Assets 2024: $1,934,5282024

Highlighted filing

2024

Assets$3,026,175
Liabilities$1,091,647
Net Assets$1,934,528

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,787,8062010Expenses 2011: $2,265,8442011Expenses 2012: $1,767,5902012Revenue 2013: $780,387Expenses 2013: $793,087Net Income 2013: -$12,7002013Revenue 2014: $726,683Expenses 2014: $855,635Net Income 2014: -$128,9522014Revenue 2015: $682,882Expenses 2015: $682,717Net Income 2015: $1652015Revenue 2016: $709,857Expenses 2016: $692,328Net Income 2016: $17,5292016Revenue 2017: $736,567Expenses 2017: $739,503Net Income 2017: -$2,9362017Revenue 2018: $734,766Expenses 2018: $744,871Net Income 2018: -$10,1052018Revenue 2019: $757,140Expenses 2019: $742,291Net Income 2019: $14,8492019Revenue 2020: $752,453Expenses 2020: $768,901Net Income 2020: -$16,4482020Revenue 2021: $822,400Expenses 2021: $779,776Net Income 2021: $42,6242021Revenue 2022: $834,949Expenses 2022: $819,472Net Income 2022: $15,4772022Revenue 2023: $956,367Expenses 2023: $894,484Net Income 2023: $61,8832023Revenue 2024: $1,002,842Expenses 2024: $891,467Net Income 2024: $111,3752024

Highlighted filing

2024

Revenue$1,002,842
Expenses$891,467
Net Income$111,375

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$1.09$1.93$1.00$0.89$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.97$1.15$1.82$0.96$0.89$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.97$1.21$1.76$0.83$0.82$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.94$1.19$1.75$0.82$0.78$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.01$1.31$1.70$0.75$0.77$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.06$1.34$1.72$0.76$0.74$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.12$1.42$1.70$0.73$0.74$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.20$1.48$1.71$0.74$0.74$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.26$1.54$1.72$0.71$0.69$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.30$1.60$1.70$0.68$0.68$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.36$1.66$1.70$0.73$0.86$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.37$1.71$1.66$0.78$0.79$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$1.76$1.67$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$1.86$1.34$2.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$1.92$1.06$1.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$1,011,702
Mission and Program Overview

Mission

The mission of hope action care is to be san antonio's affordable housing choice that is committed to providing the best quality of life for our residents, and a suitable living environment for the families and individuals we serve, withouth discrimination.

The mission of hope action care is to be san antonio's affordable housing choice that is committed to providing the best quality of life for our residents, and a suitable living environment for the families and individuals we serve, without discrimination.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,514,668$2,493,354▼ $21,314
Cash and Non-Interest-Bearing Accounts$353,055$431,178▲ $78,123
Prepaid Expenses and Deferred Charges$57,214$58,469▲ $1,255
Intangible Assets$46,628$43,174▼ $3,454
Accounts Receivable$2,398--
Total Assets$2,973,963$3,026,175▲ $52,212
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,121,631$1,058,778▼ $62,853
Other Liabilities$29,179$32,869▲ $3,690
Total Liabilities$1,150,810$1,091,647▼ $59,163
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,823,153$1,934,528▲ $111,375
Total Net Assets Fund Balance$1,823,153$1,934,528▲ $111,375
Total Liabilities and Net Assets / Fund Balance$2,973,963$3,026,175▲ $52,212

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,132,471$2,391,165$4,523,636
Land$293,369-$293,369
Equipment$67,514$133,674$201,188
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sergio MonrealCEOFT$85,000$28,019$113,019

Board Members and Trustees

NameTitle
Gilbert Anthony CasaresBoard Chair
Dee OdumBoard Member
Robert Hart HammanDirector
Gonzalo GamboaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,404
Program Service Revenue
$1,010,196
Investment Income
$-8,758
Other Revenue
$0
All Other Contributions
$1,404
Change in Net Assets
$111,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$509,833
Salaries, Compensation, and Employee Benefits$381,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$181,744--$181,744
Occupancy$178,176$1,369-$179,545
Depreciation Depletion$177,977--$177,977
Current Officers, Directors, Trustees, and Key Employees$17,000$68,000-$85,000
Other Employee Benefits$63,312$21,662-$84,974
Insurance$79,542$362-$79,904
Interest$48,228--$48,228
Payroll Taxes$15,237$5,213-$20,450
Pension Plan Contributions$3,109$6,357-$9,466
Office Expenses$7,187$114-$7,301
Information Technology$5,272--$5,272
Travel$1,478$2,447-$3,925
Fees for Services Other$2,680--$2,680
Fees for Services Accounting$607$608-$1,215
Other Expenses$1,357$208-$208
Total Functional Expenses$782,906$108,561$0$891,467
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$32,869
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

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

A copy of the tax return was distributed to all board members prior to submission to the irs.

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

The chair of the board is tasked with monitoring conflict of interest within the board of directors. The chief executive officer is tasked with monitoring any possible conflicts of interest involving personnel or volunteers. The chief executive officer notifies the chair of the board of any such possible conflicts of interest. Monitoring of the board, staff and volunteers is done on a case by case basis.

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

The ceo's evaluation is conducted by the board on an annual basis. Out of sequence performance reviews are allowed if a situation warrants it.

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

Compensation for management and department directors is based on performance and includes annual performance evaluations by the ceo. Out of sequence performance reviews are allowed if a situation warrants it.

Form 990, Page 6, Part VI, Line 18

On the guidestar website.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hope Action Care
EIN
74-2481996
Phone
2102247330
Address
1201 E MULBERRY STE 401, SAN ANTONIO, TX 78209

Signing Officer

Name
Sergio Monreal
Title
CEO
Phone
2102247330
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gilbert Anthony Casares
Formed
1988
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
5
Volunteers
10

Preparer

Firm
Mark B Lackie Pc
Address
1003 BECKETT STE 104, SAN ANTONIO, TX 78213-1353
Preparer
Mark B Lackie CPA
Phone
2102678077
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of hope action care is to be san antonio's affordable housing choice that is committed to providing the best quality of life for our residents, and a suitable living environment for the families and individuals we serve, without discrimination.

Form 990, Page 1, Part I, Line 6

Assistance with administrative duties.

Raw XML Appendix376 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/EquipmentGrp/DepreciationAmt0133674
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF HOPE ACTION CARE IS TO BE SAN ANTONIO'S AFFORDABLE HOUSING CHOICE THAT IS COMMITTED TO PROVIDING THE BEST QUALITY OF LIFE FOR OUR RESIDENTS, AND A SUITABLE LIVING ENVIRONMENT FOR THE FAMILIES AND INDIVIDUALS WE SERVE, WITHOUT DISCRIMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSISTANCE WITH ADMINISTRATIVE DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE TAX RETURN WAS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHAIR OF THE BOARD IS TASKED WITH MONITORING CONFLICT OF INTEREST WITHIN THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER IS TASKED WITH MONITORING ANY POSSIBLE CONFLICTS OF INTEREST INVOLVING PERSONNEL OR VOLUNTEERS. THE CHIEF EXECUTIVE OFFICER NOTIFIES THE CHAIR OF THE BOARD OF ANY SUCH POSSIBLE CONFLICTS OF INTEREST. MONITORING OF THE BOARD, STAFF AND VOLUNTEERS IS DONE ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CEO'S EVALUATION IS CONDUCTED BY THE BOARD ON AN ANNUAL BASIS. OUT OF SEQUENCE PERFORMANCE REVIEWS ARE ALLOWED IF A SITUATION WARRANTS IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR MANAGEMENT AND DEPARTMENT DIRECTORS IS BASED ON PERFORMANCE AND INCLUDES ANNUAL PERFORMANCE EVALUATIONS BY THE CEO. OUT OF SEQUENCE PERFORMANCE REVIEWS ARE ALLOWED IF A SITUATION WARRANTS IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01002842
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IRS990/USAddress/AddressLine1Txt01201 E MULBERRY STE 315
IRS990/USAddress/CityNm0SAN ANTONIO
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IRS990/WebsiteAddressTxt0WWW.BROADWAYHEIGHTS.PROPERTYWARE.COM
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SERGIO MONREAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02102247330
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOPE ACTION CARE
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
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ReturnHeader/Filer/PhoneNum02102247330
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 E MULBERRY STE 401
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208545285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK B LACKIE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01003 BECKETT STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782131353
ReturnHeader/PreparerPersonGrp/PhoneNum02102678077
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK B LACKIE CPA
ReturnHeader/ReturnTs02025-11-14T14:28:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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