Civic Intelligence

Montevista Foundation Inc.

990 • Fiscal year 2020 • EIN 74-2618410

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization Profilewww.montevistasc.org
418 Happy TrailSan Antonio, TX 78231

(210) 732-3065

Siviq Scores

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

Liabilities / Assets

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.18x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

4th percentile

-22%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

291%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$993,070

Down $284,165 (-22%) from 2019

Net Assets

Up

$862,044

Up $493,076 (+134%) from 2019

Liabilities

Down

$131,026

Down $777,241 (-86%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$716,745

Up $533,386 (+291%) from 2019

Expenses

Up

$223,669

Up $83,169 (+59%) from 2019

Net Income

Up

$493,076

Up $450,217 (+1050%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $368,663Liabilities 2010: $52,215Net Assets 2010: $316,4482010Assets 2011: $378,096Liabilities 2011: $33,494Net Assets 2011: $344,6022011Assets 2012: $379,690Liabilities 2012: $14,033Net Assets 2012: $365,6572012Assets 2013: $374,393Liabilities 2013: $2,843Net Assets 2013: $371,5502013Assets 2014: $357,715Liabilities 2014: $2,560Net Assets 2014: $355,1552014Assets 2015: $384,027Liabilities 2015: $22,697Net Assets 2015: $361,3302015Assets 2016: $372,380Liabilities 2016: $21,105Net Assets 2016: $351,2752016Assets 2017: $355,917Liabilities 2017: $16,093Net Assets 2017: $339,8242017Assets 2018: $349,147Liabilities 2018: $23,038Net Assets 2018: $326,1092018Assets 2019: $1,277,235Liabilities 2019: $908,267Net Assets 2019: $368,9682019Assets 2020: $993,070Liabilities 2020: $131,026Net Assets 2020: $862,0442020Assets 2021: $908,622Liabilities 2021: $14,945Net Assets 2021: $893,6772021Assets 2022: $891,443Liabilities 2022: $6,624Net Assets 2022: $884,8192022Assets 2023: $882,101Liabilities 2023: $8,119Net Assets 2023: $873,9822023Assets 2024: $850,637Liabilities 2024: $5,130Net Assets 2024: $845,5072024

Highlighted filing

2020

Assets$993,070
Liabilities$131,026
Net Assets$862,044
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $121,170Expenses 2010: $107,565Net Income 2010: $13,6052010Revenue 2011: $125,144Expenses 2011: $96,990Net Income 2011: $28,1542011Revenue 2012: $124,575Expenses 2012: $103,520Net Income 2012: $21,0552012Revenue 2013: $102,165Expenses 2013: $96,272Net Income 2013: $5,8932013Revenue 2014: $81,364Expenses 2014: $97,759Net Income 2014: -$16,3952014Revenue 2015: $124,750Expenses 2015: $118,575Net Income 2015: $6,1752015Revenue 2016: $121,361Expenses 2016: $131,416Net Income 2016: -$10,0552016Revenue 2017: $132,783Expenses 2017: $144,234Net Income 2017: -$11,4512017Revenue 2018: $127,235Expenses 2018: $140,950Net Income 2018: -$13,7152018Revenue 2019: $183,359Expenses 2019: $140,500Net Income 2019: $42,8592019Revenue 2020: $716,745Expenses 2020: $223,669Net Income 2020: $493,0762020Revenue 2021: $198,789Expenses 2021: $167,156Net Income 2021: $31,6332021Revenue 2022: $134,350Expenses 2022: $143,208Net Income 2022: -$8,8582022Revenue 2023: $141,504Expenses 2023: $152,341Net Income 2023: -$10,8372023Revenue 2024: $137,000Expenses 2024: $165,475Net Income 2024: -$28,4752024

Highlighted filing

2020

Revenue$716,745
Expenses$223,669
Net Income$493,076
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$1,078,894
Mission and Program Overview

Mission

Support of exclusively religious activities conducted by the roman catholic prelature of opus dei. (holy mass & other worship, spiritual guidance, retreats, theology classes & distribution of religous mtls). Open to the public.

Support of exclusively religious activities conducted by the roman catholic prelature of opus dei. (holy mass & other worship, spiritual guidance, retreats, theology & distribution of religious mtls). Open to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,133,825$889,451▼ $244,374
Rtn Earn Endowment Incm Other Fnds$368,968$862,044▲ $493,076
Cash and Non-Interest-Bearing Accounts$96,240$65,877▼ $30,363
Savings and Temporary Cash Investments$5,006$26,520▲ $21,514
Intangible Assets$9,290$0▼ $9,290
Investments Other Securities$29,320$6,670▼ $22,650
Inventories for Sale or Use$3,485$4,601▲ $1,116
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Receivables From Officers Etc$69$-49▼ $118
Total Assets$1,277,235$993,070▼ $284,165
Liabilities
Mortgage Notes Payable Secured by Investment Property$903,519$126,200▼ $777,319
Other Liabilities$4,748$4,826▲ $78
Total Liabilities$908,267$131,026▼ $777,241
Net Assets / Fund Balance
Total Net Assets Fund Balance$368,968$862,044▲ $493,076
Total Liabilities and Net Assets / Fund Balance$1,277,235$993,070▼ $284,165

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$657,004$25,085$682,089
Land$209,220-$209,220
Other Land Buildings$23,227$16,881$40,108
Equipment$0$22,573$22,573
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Carlos LorenzoPresident / Director
Kevin CarrascoDirector
James L MurphySecretary/ Director
Peter J CoulchinskyVice Pres/ Director
James KeenanVice Pres/ Treasurer/ Dire
Revenue and Support

Revenue Composition

Contributions and Grants
$173,409
Program Service Revenue
$47,412
Investment Income
$487,767
Other Revenue
$8,157
All Other Contributions
$173,409
Change in Net Assets
$493,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,464
Salaries, Compensation, and Employee Benefits$45,205
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$49,175--$49,175
Depreciation Depletion$43,839--$43,839
Occupancy$43,632--$43,632
Other Salaries and Wages$40,412--$40,412
Payroll Taxes$4,793--$4,793
Insurance$4,635--$4,635
Other Expenses$3,193--$3,193
Office Expenses$3,002--$3,002
Conferences and Meetings$2,850--$2,850
All Other Expenses$2,122--$2,122
Travel$1,032--$1,032
Total Functional Expenses$223,669$0$0$223,669
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$69$-49▼ $118
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$3,648
Credit Card Payable$1,178
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
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

“The form 990 was reviewed by carlos lorenzo, board president and director. A copy of the 990 was emailed to all the directors.”

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

“When a new employee, board member or volunteer comes to work for the organization, a conflict of interest policy is discussed. In thr future, an individual will sign off on the policy to confirm that he/she understands the policy, this policy is revised annually and on any evaluations.”

Form 990, Part VI, Section C, line 19

“The organization makes it's governing documents, conflict of interest policy, and financial statements available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Carlos lorenzo - 345 e. Summit avenue, san antonio, tx 78212. Peter j. Coulchinsky - 345 e. Summit avenue, san antonio, tx 78212. James keenan - 345 e. Summit avenue, san antonio, tx 78212. Kevin carrasco - 10818 tioga dr, san antonio, tx 78230. James l. Murphy - 265 e oakview, san antonio, tx 78209.”

Filing and Contact Details

Filer

Filer Name
Montevista Foundation Inc
EIN
74-2618410
Phone
2107323065
Address
418 HAPPY TRAIL, SAN ANTONIO, TX 78231

Signing Officer

Name
James Keenan
Title
Treasurer
Phone
2107323065
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Keenan
Formed
1998
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
FRANK DiROSA III CPA PC
Address
16797 SAN PEDRO, SAN ANTONIO, TX 78232
Preparer
Frank DiRosa III
Phone
2104919999
Raw XML AppendixShowing 400 of 413 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/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0543336
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0368968
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0862044
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0134870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt071208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0498408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0293828
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0498408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0173409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0134870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057433
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0498408
IRS990ScheduleA/TotalSupportAmt0498449
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0657004
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025085
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0682089
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022573
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0209220
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0209220
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023227
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016881
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt040108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11178
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0889451
IRS990ScheduleD/TotalLiabilityAmt04826
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0-49
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INADVERTANTLY OVER-REIMBURSED FOR A NONPROFIT EXPENSE PAID A DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES KEENAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0-49
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY CARLOS LORENZO, BOARD PRESIDENT AND DIRECTOR. A COPY OF THE 990 WAS EMAILED TO ALL THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN A NEW EMPLOYEE, BOARD MEMBER OR VOLUNTEER COMES TO WORK FOR THE ORGANIZATION, A CONFLICT OF INTEREST POLICY IS DISCUSSED. IN THR FUTURE, AN INDIVIDUAL WILL SIGN OFF ON THE POLICY TO CONFIRM THAT HE/SHE UNDERSTANDS THE POLICY, THIS POLICY IS REVISED ANNUALLY AND ON ANY EVALUATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CARLOS LORENZO - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. PETER J. COULCHINSKY - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. JAMES KEENAN - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. KEVIN CARRASCO - 10818 TIOGA DR, SAN ANTONIO, TX 78230. JAMES L. MURPHY - 265 E OAKVIEW, SAN ANTONIO, TX 78209.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01277235
IRS990/TotalAssetsEOYAmt0993070
IRS990/TotalAssetsGrp/BOYAmt01277235
IRS990/TotalAssetsGrp/EOYAmt0993070
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0173409
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223669
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0908267
IRS990/TotalLiabilitiesEOYAmt0131026
IRS990/TotalLiabilitiesGrp/BOYAmt0908267
IRS990/TotalLiabilitiesGrp/EOYAmt0131026
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0368968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0862044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223669
IRS990/TotalProgramServiceRevenueAmt047412
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0543336
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0716745
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01277235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0993070
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01032
IRS990/TravelGrp/TotalAmt01032
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0418 HAPPY TRAIL
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078231
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.montevistasc.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KEENAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02107323065
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEVISTA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0742618410
ReturnHeader/Filer/PhoneNum02107323065
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 HAPPY TRAIL
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742788437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK DiROSA III CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016797 SAN PEDRO

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$993,070
Liabilities
$131,026
Net assets
$862,044
Revenue
$716,745
Expenses
$223,669
Net income
$493,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.89$0.20$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.13$0.86$0.72$0.22$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.91$0.37$0.18$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.13$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$0.12$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.12$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.10$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.01$0.37$0.12$0.10$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.03$0.34$0.13$0.10$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.05$0.32$0.12$0.11$0.01