Civic Intelligence

Liftfund Inc.

990 • Fiscal year 2013 • EIN 74-2712770

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization ProfileWWW.ACCIONTEXAS.ORG

View Organization Page

2014 S Hackberry St78210

(210) 226-3664

Siviq Scores

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

Liabilities / Assets

81st percentile

0.75x

Higher debt load relative to assets than 81% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

3.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

21st percentile

$173,260

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

94th percentile

38%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$53,691,492

Up $14,732,433 (+38%) from 2012

Net Assets

Up

$13,573,528

Up $464,051 (+3.5%) from 2012

Liabilities

Up

$40,117,964

Up $14,268,382 (+55%) from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin50th percentile

Revenue

Up

$12,577,454

Up $1,223,195 (+11%) from 2012

Expenses

Up

$12,113,403

Up $1,031,619 (+9.3%) from 2012

Net Income

Up

$464,051

Up $191,576 (+70%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150M$100M$50M$0Assets 2010: $35,334,220Liabilities 2010: $22,666,676Net Assets 2010: $12,667,5442010Assets 2011: $36,660,736Liabilities 2011: $23,823,734Net Assets 2011: $12,837,0022011Assets 2012: $38,959,059Liabilities 2012: $25,849,582Net Assets 2012: $13,109,4772012Assets 2013: $53,691,492Liabilities 2013: $40,117,964Net Assets 2013: $13,573,5282013Assets 2014: $56,616,575Liabilities 2014: $42,822,108Net Assets 2014: $13,794,4672014Assets 2015: $59,183,031Liabilities 2015: $45,367,305Net Assets 2015: $13,815,7262015Assets 2016: $63,332,024Liabilities 2016: $47,906,107Net Assets 2016: $15,425,9172016Assets 2017: $64,928,159Liabilities 2017: $50,446,408Net Assets 2017: $14,481,7512017Assets 2018: $72,128,804Liabilities 2018: $57,569,321Net Assets 2018: $14,559,4832018Assets 2019: $70,787,869Liabilities 2019: $55,992,965Net Assets 2019: $14,794,9042019Assets 2020: $114,228,801Liabilities 2020: $83,028,950Net Assets 2020: $31,199,8512020Assets 2021: $95,784,141Liabilities 2021: $59,026,054Net Assets 2021: $36,758,0872021Assets 2022: $84,840,423Liabilities 2022: $47,483,781Net Assets 2022: $37,356,6422022Assets 2023: $98,180,991Liabilities 2023: $60,372,745Net Assets 2023: $37,808,2462023Assets 2024: $102,981,540Liabilities 2024: $70,079,450Net Assets 2024: $32,902,0902024

Highlighted filing

2013

Assets$53,691,492
Liabilities$40,117,964
Net Assets$13,573,528
Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $8,804,4692010Expenses 2011: $9,748,2472011Revenue 2012: $11,354,259Expenses 2012: $11,081,784Net Income 2012: $272,4752012Revenue 2013: $12,577,454Expenses 2013: $12,113,403Net Income 2013: $464,0512013Revenue 2014: $14,656,889Expenses 2014: $14,435,950Net Income 2014: $220,9392014Revenue 2015: $15,735,311Expenses 2015: $15,714,052Net Income 2015: $21,2592015Revenue 2016: $18,214,955Expenses 2016: $16,604,764Net Income 2016: $1,610,1912016Revenue 2017: $15,991,534Expenses 2017: $16,726,193Net Income 2017: -$734,6592017Revenue 2018: $18,709,028Expenses 2018: $18,421,811Net Income 2018: $287,2172018Revenue 2019: $18,175,307Expenses 2019: $17,729,952Net Income 2019: $445,3552019Revenue 2020: $103,246,792Expenses 2020: $86,382,402Net Income 2020: $16,864,3902020Revenue 2021: $59,155,631Expenses 2021: $53,526,230Net Income 2021: $5,629,4012021Revenue 2022: $51,818,585Expenses 2022: $51,220,030Net Income 2022: $598,5552022Revenue 2023: $40,563,122Expenses 2023: $40,111,518Net Income 2023: $451,6042023Revenue 2024: $22,062,214Expenses 2024: $27,088,671Net Income 2024: -$5,026,4572024

Highlighted filing

2013

Revenue$12,577,454
Expenses$12,113,403
Net Income$464,051
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$12,577,454
Mission and Program Overview

Mission

Liftfund provides credit to

Accion texas provides credit to small businesses that do not have access to loans from commercial sources. Through its loans and services, accion texas helps micro entrepreneurs throughout texas strengthen their businesses, stabilize

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$25,639,612$31,884,858▲ $6,245,246
Savings and Temporary Cash Investments$1,192,549$6,686,036▲ $5,493,487
Pledges and Grants Receivable$3,094,432$5,171,039▲ $2,076,607
Cash and Non-Interest-Bearing Accounts$4,360,046$4,996,062▲ $636,016
Land, Buildings, and Equipment, Net$4,101,809$4,137,643▲ $35,834
Prepaid Expenses and Deferred Charges$78,631$436,791▲ $358,160
Accounts Receivable$411,296$298,379▼ $112,917
Total Assets$38,959,059$53,691,492▲ $14,732,433
Other Assets Total$80,684$80,684→ $0
Liabilities
Unsecured Notes Loans Payable$19,178,051$23,853,352▲ $4,675,301
Mortgage Notes Payable Secured by Investment Property$3,798,836$11,884,591▲ $8,085,755
Other Liabilities$1,992,819$3,087,146▲ $1,094,327
Accounts Payable and Accrued Expenses$824,757$1,267,859▲ $443,102
Deferred Revenue$55,119$25,016▼ $30,103
Total Liabilities$25,849,582$40,117,964▲ $14,268,382
Net Assets / Fund Balance
Unrestricted Net Assets$7,860,685$7,332,738▼ $527,947
Temporarily Rstr Net Assets$4,671,629$5,663,627▲ $991,998
Permanently Rstr Net Assets$577,163$577,163→ $0
Total Net Assets Fund Balance$13,109,477$13,573,528▲ $464,051
Total Liabilities and Net Assets / Fund Balance$38,959,059$53,691,492▲ $14,732,433

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,840,170$676,290$3,516,460
Equipment$213,047$1,278,140$1,491,187
Land$1,084,426-$1,084,426
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janie BarreraPresident & CEOFT$159,970$13,290$173,260
Janie Barrera--$159,970$13,290$173,260
Thomas ClausenChief Financial OfficerFT$105,711$11,557$117,268
Celina PenaChief Program OfficerFT$103,109$2,200$105,309

Board Members and Trustees

NameTitle
Matthew BomersbachChairman
Debbie TaylorVice Chair
Brandon SealeDirector
Dick SchlosbergDirector
Dr Gp SinghDirector
Jim AdamsDirector
Keith FrazierDirector
Ken SampleDirector
Marianne WatsonDirector
Melinda Guerra-reevesDirector
Patricia VillarealDirector
Tom Madison PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,494,906
Program Service Revenue
$6,027,071
Investment Income
$3,345
Other Revenue
$52,132
All Other Contributions
$3,162,487
Change in Net Assets
$464,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,577,454
Revenue Not Reported on Form 990
$167,503
Total Revenue per Audited Statements
$12,744,957
Total Revenue per Form 990
$12,577,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,172,961
Other Expenses$5,940,442
Total Fundraising Expense$345,026
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,950,924$576,970$193,159$4,721,053
Fees for Services Other$777,229$256,229$52,275$1,085,733
Interest$733,030$0$0$733,030
Other Employee Benefits$545,923$68,890$18,604$633,417
All Other Expenses$301,501$115,296$8,007$424,804
Payroll Taxes$358,052$46,827$17,775$422,654
Current Officers, Directors, Trustees, and Key Employees$331,242$48,387$16,208$395,837
Information Technology$371,922$7,732$969$380,623
Occupancy$268,085$15,398$15,398$298,881
Travel$162,400$57,799$2,817$223,016
Depreciation Depletion$192,893$10,716$10,716$214,325
Advertising$188,007$15,619$1,291$204,917
Conferences and Meetings$133,795$31,011$522$165,328
Fees for Services Legal$163,862$0$0$163,862
Other Expenses$98,497$40,108$2,095$140,700
Insurance$90,753$5,042$5,042$100,837
Office Expenses$71,429$9,096$148$80,673
Total Functional Expenses$10,373,827$1,394,550$345,026$12,113,403

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,280,906
Expenses per Audited Statements$12,113,403
Total Expenses per Form 990$12,113,403
Expenses Not Reported on Form 990$167,503
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
Equity Equivalents$3,087,146
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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
Filing and Contact Details

Filer

EIN
74-2712770
Phone
2102263664

Signing Officer

Name
Janie Barrera
Title
President & CEO
Phone
2102263664
Signed
2014-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janie Barrera
Formed
1994
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
125
Volunteers
5

Preparer

Preparer
Bob West CPA
Phone
5038286650
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is e-mailed to each director prior to filing for”

Pt VI, Line 11B

“Their review and approval.”

Pt VI, Line 12C

“The members of the board annually sign statements of”

Pt VI, Line 12C

“Non-conflict of interest.”

Pt VI, Line 15A

“The board of directors annually review and approve”

Pt VI, Line 15A

“COMPENSATION.”

Pt VI, Line 19

“Accion texas makes its governing documents available”

Pt VI, Line 19

“BY REQUEST.”

Pt VI, Line 8B

“There are no committees with authority to act on”

Pt VI, Line 8B

“Behalf of the governing body.”

Financial Statement Notes

Pt X Line 2

“On january 1, 2009, accion adopted the provisions of interpretation ("fin") no. 48, "accounting for uncertainty in income taxes - an interpretation of fasb statement no. 109" (asc 740). Asc 740 prescribes a new threshold for determining when an income tax benefit can be recognized, which is a higher threshold than the one imposed for claiming deductions on income tax returns. The adoption of”

Pt X Line 2

“Asc 740 did not have any impact on accion's financial statements.”

Raw XML AppendixShowing 400 of 586 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0824757
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01267859
IRS990/AccountsReceivableGrp/BOYAmt0411296
IRS990/AccountsReceivableGrp/EOYAmt0298379
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ACCION TEXAS PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. THROUGH ITS LOANS AND SERVICES, ACCION TEXAS HELPS MICRO ENTREPRENEURS THROUGHOUT TEXAS STRENGTHEN THEIR BUSINESSES, STABILIZE
IRS990/AdvertisingGrp/FundraisingAmt01291
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015619
IRS990/AdvertisingGrp/ProgramServicesAmt0188007
IRS990/AdvertisingGrp/TotalAmt0204917
IRS990/AllOtherContributionsAmt03162487
IRS990/AllOtherExpensesGrp/FundraisingAmt08007
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0115296
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0301501
IRS990/AllOtherExpensesGrp/TotalAmt0424804
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0THOMAS C CLAUSEN
IRS990/BooksInCareOfDetail/PhoneNum02102263664
IRS990/BooksInCareOfDetail/USAddress/AddressLine102014 S HACKBERRY ST
IRS990/BooksInCareOfDetail/USAddress/City0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/State0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCode078210
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04360046
IRS990/CashNonInterestBearingGrp/EOYAmt04996062
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt016208
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt048387
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0331242
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0395837
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0522
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt031011
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0133795
IRS990/ConferencesMeetingsGrp/TotalAmt0165328
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06494906
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03345
IRS990/CYOtherExpensesAmt05940442
IRS990/CYOtherRevenueAmt052132
IRS990/CYProgramServiceRevenueAmt06027071
IRS990/CYRevenuesLessExpensesAmt0464051
IRS990/CYSalariesCompEmpBnftPaidAmt06172961
IRS990/CYTotalExpensesAmt012113403
IRS990/CYTotalFundraisingExpenseAmt0345026
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012577454
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt055119
IRS990/DeferredRevenueGrp/EOYAmt025016
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt010716
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010716
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0192893
IRS990/DepreciationDepletionGrp/TotalAmt0214325
IRS990/Desc0ACCION TEXAS PROVIDES CREDIT TO SMALL BUSINESSES THAT DO NOT HAVE ACCESS TO LOANS FROM COMMERCIAL SOURCES. 1,305 NEW LOANS WERE CLOSED IN THE FISCAL YEAR ENDED 12/31/2013. WITH MORE THAN $30 MILLION IN LOANS OUTSTANDING AS OF DECEMBER 31, 2013, ACCION TEXAS IS REGARDED AS THE LARGEST AND BEST PERFORMING MICROFINANCE INSTITUTION IN THE UNITED STATES. WITH ITS MICROLOAN MANAGEMENT SERVICES, ACCION TEXAS HELPS OTHER MICRO LENDERS ACROSS THE UNITED STATES ACHIEVE ECONOMICS OF SCALE AND EXPAND THE REACH OF THEIR PROGRAMS. THROUGH ITS LOANS AND SERVICES, ACCION TEXAS HAS HELPED CREATE OR RETAIN THOUSANDS OF JOBS IN LOW TO MODERATE INCOME AREAS, CONTRIBUTING TO THE ECONOMIC REVITALIZATION OF UNDERSERVED COMMUNITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0125
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt010373827
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0163862
IRS990/FeesForServicesLegalGrp/TotalAmt0163862
IRS990/FeesForServicesOtherGrp/FundraisingAmt052275
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0256229
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0777229
IRS990/FeesForServicesOtherGrp/TotalAmt01085733
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1213290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311557
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142200
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW BOMERSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBBIE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM MADISON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm3DICK SCHLOSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4KEITH FRAZIER
IRS990/Form990PartVIISectionAGrp/PersonNm5DR GP SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICIA VILLAREAL
IRS990/Form990PartVIISectionAGrp/PersonNm7MELINDA GUERRA-REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm8BRANDON SEALE
IRS990/Form990PartVIISectionAGrp/PersonNm9JIM ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN SAMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARIANNE WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JANIE BARRERA
IRS990/Form990PartVIISectionAGrp/PersonNm13THOMAS CLAUSEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CELINA PENA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12159970
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13105711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14103109
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF PROGRAM OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02686
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt03332419
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02686
IRS990/GrossReceiptsAmt012577454
IRS990/GrossRentsGrp/RealAmt033649
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0969
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07732
IRS990/InformationTechnologyGrp/ProgramServicesAmt0371922
IRS990/InformationTechnologyGrp/TotalAmt0380623
IRS990/InsuranceGrp/FundraisingAmt05042
IRS990/InsuranceGrp/ManagementAndGeneralAmt05042
IRS990/InsuranceGrp/ProgramServicesAmt090753
IRS990/InsuranceGrp/TotalAmt0100837
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0733030
IRS990/InterestGrp/TotalAmt0733030
IRS990/InvestmentIncomeGrp/ExclusionAmt0659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0659
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01954430
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04101809
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04137643
IRS990/LandBldgEquipCostOrOtherBssAmt06092073
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ACCION TEXAS PROVIDES CREDIT TO
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03798836
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011884591
IRS990/NetAssetsOrFundBalancesBOYAmt013109477
IRS990/NetAssetsOrFundBalancesEOYAmt013573528
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02686
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02686
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt033649
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt033649
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt015398
IRS990/OccupancyGrp/ManagementAndGeneralAmt015398
IRS990/OccupancyGrp/ProgramServicesAmt0268085
IRS990/OccupancyGrp/TotalAmt0298881
IRS990/OfficeExpensesGrp/FundraisingAmt0148
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09096
IRS990/OfficeExpensesGrp/ProgramServicesAmt071429
IRS990/OfficeExpensesGrp/TotalAmt080673
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080684
IRS990/OtherAssetsTotalGrp/EOYAmt080684
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018604
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068890
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0545923
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0633417
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSES
IRS990/OtherExpensesGrp/Desc1PORTFOLIO EXPENSES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt32095
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt289430
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt340108
IRS990/OtherExpensesGrp/ProgramServicesAmt01083474
IRS990/OtherExpensesGrp/ProgramServicesAmt1234404
IRS990/OtherExpensesGrp/ProgramServicesAmt2316405
IRS990/OtherExpensesGrp/ProgramServicesAmt398497
IRS990/OtherExpensesGrp/TotalAmt01083474
IRS990/OtherExpensesGrp/TotalAmt1234404
IRS990/OtherExpensesGrp/TotalAmt2405835
IRS990/OtherExpensesGrp/TotalAmt3140700
IRS990/OtherLiabilitiesGrp/BOYAmt01992819
IRS990/OtherLiabilitiesGrp/EOYAmt03087146
IRS990/OtherRevenueMiscGrp/BusinessCd0522291
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018483
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018483
IRS990/OtherRevenueTotalAmt018483
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0193159
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0576970
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03950924
IRS990/OtherSalariesAndWagesGrp/TotalAmt04721053
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt025639612
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt031884858
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt017775
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046827
IRS990/PayrollTaxesGrp/ProgramServicesAmt0358052
IRS990/PayrollTaxesGrp/TotalAmt0422654
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0577163
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0577163
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03094432
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05171039
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078631
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0436791
IRS990/PrincipalOfficerNm0JANIE BARRERA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0MICROENTERPRISE LOAN I
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06027071
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05640271
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt057203
IRS990/PYOtherExpensesAmt05683201
IRS990/PYOtherRevenueAmt063018
IRS990/PYProgramServiceRevenueAmt05593767
IRS990/PYRevenuesLessExpensesAmt0272475
IRS990/PYSalariesCompEmpBnftPaidAmt05398583
IRS990/PYTotalExpensesAmt011081784
IRS990/PYTotalRevenueAmt011354259
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0464051
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt033649
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06039854
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01192549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06686036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06494906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05639571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05187591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08037048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04430416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029789532
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02792
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023768
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81060
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.79470
IRS990ScheduleA/PublicSupportTotal170Amt024167843
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt05621689
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06494906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05639571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05187591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08037048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04430416
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029789532
IRS990ScheduleA/TotalSupportAmt029813300
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02840170
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0676290
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03516460

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,691,492
Liabilities
$40,117,964
Net assets
$13,573,528
Revenue
$12,577,454
Expenses
$12,113,403
Net income
$464,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$70.1$32.9$22.1$27.1$5.03
2023Detailed filing. Detailed filing data is available for this year.$98.2$60.4$37.8$40.6$40.1$0.45
2022Detailed filing. Detailed filing data is available for this year.$84.8$47.5$37.4$51.8$51.2$0.60
2021Detailed filing. Detailed filing data is available for this year.$95.8$59.0$36.8$59.2$53.5$5.63
2020Detailed filing. Detailed filing data is available for this year.$114$83.0$31.2$103$86.4$16.9
2019Detailed filing. Detailed filing data is available for this year.$70.8$56.0$14.8$18.2$17.7$0.45
2018Detailed filing. Detailed filing data is available for this year.$72.1$57.6$14.6$18.7$18.4$0.29
2017Detailed filing. Detailed filing data is available for this year.$64.9$50.4$14.5$16.0$16.7$0.73
2016Detailed filing. Detailed filing data is available for this year.$63.3$47.9$15.4$18.2$16.6$1.61
2015Detailed filing. Detailed filing data is available for this year.$59.2$45.4$13.8$15.7$15.7$0.02
2014Detailed filing. Detailed filing data is available for this year.$56.6$42.8$13.8$14.7$14.4$0.22
2013Detailed filing. Detailed filing data is available for this year.$53.7$40.1$13.6$12.6$12.1$0.46
2012Summary only. Only limited summary data is available for this year.$39.0$25.8$13.1$11.4$11.1$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$23.8$12.8$9.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$22.7$12.7$8.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $50M-$100M nonprofits