Civic Intelligence

American Gi Forum Casa De Esperanza Inc

990 • Fiscal year 2015 • EIN 74-2804894

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 06, 2016

611 N Flores StSan Antonio, TX 78205

(210) 223-4088

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.15x

Higher debt load relative to revenue than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

30th percentile

-3.2%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

0.9%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,453,216

Down $81,947 (-3.2%) from 2014

Net Assets

Down

$2,402,154

Down $79,179 (-3.2%) from 2014

Liabilities

Down

$51,062

Down $2,768 (-5.1%) from 2014

Revenue

Up

$347,650

Up $3,254 (+0.9%) from 2014

Expenses

Up

$426,829

Up $19,482 (+4.8%) from 2014

Net Income

Down

-$79,179

Down $16,228 (-26%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2011: $2,803,637Liabilities 2011: $48,493Net Assets 2011: $2,755,1442011Assets 2012: $2,661,587Liabilities 2012: $43,738Net Assets 2012: $2,617,8492012Assets 2013: $2,591,937Liabilities 2013: $47,653Net Assets 2013: $2,544,2842013Assets 2014: $2,535,163Liabilities 2014: $53,830Net Assets 2014: $2,481,3332014Assets 2015: $2,453,216Liabilities 2015: $51,062Net Assets 2015: $2,402,1542015Assets 2016: $2,311,485Liabilities 2016: $47,990Net Assets 2016: $2,263,4952016Assets 2017: $2,246,052Liabilities 2017: $91,545Net Assets 2017: $2,154,5072017Assets 2018: $2,127,855Liabilities 2018: $60,834Net Assets 2018: $2,067,0212018Assets 2019: $2,076,926Liabilities 2019: $52,593Net Assets 2019: $2,024,3332019Assets 2020: $2,051,228Liabilities 2020: $66,512Net Assets 2020: $1,984,7162020Assets 2021: $1,973,420Liabilities 2021: $63,708Net Assets 2021: $1,909,7122021Assets 2022: $1,907,153Liabilities 2022: $3,823,811Net Assets 2022: -$1,916,6582022Assets 2023: $1,863,632Liabilities 2023: $3,858,193Net Assets 2023: -$1,994,5612023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$2,453,216
Liabilities$51,062
Net Assets$2,402,154

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $297,961Expenses 2011: $395,477Net Income 2011: -$97,5162011Revenue 2012: $319,498Expenses 2012: $456,793Net Income 2012: -$137,2952012Expenses 2013: $409,4172013Revenue 2014: $344,396Expenses 2014: $407,347Net Income 2014: -$62,9512014Revenue 2015: $347,650Expenses 2015: $426,829Net Income 2015: -$79,1792015Revenue 2016: $355,569Expenses 2016: $484,068Net Income 2016: -$128,4992016Revenue 2017: $350,718Expenses 2017: $459,706Net Income 2017: -$108,9882017Revenue 2018: $356,319Expenses 2018: $476,763Net Income 2018: -$120,4442018Revenue 2019: $375,966Expenses 2019: $418,654Net Income 2019: -$42,6882019Revenue 2020: $401,468Expenses 2020: $441,085Net Income 2020: -$39,6172020Revenue 2021: $383,261Expenses 2021: $458,265Net Income 2021: -$75,0042021Revenue 2022: $356,994Expenses 2022: $496,764Net Income 2022: -$139,7702022Revenue 2023: $716,758Expenses 2023: $794,661Net Income 2023: -$77,9032023Revenue 2024: $4,255,560Expenses 2024: $2,260,999Net Income 2024: $1,994,5612024

Highlighted filing

2015

Revenue$347,650
Expenses$426,829
Net Income-$79,179
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 6, 2016
Return Version
2014v6.0
Gross Receipts
$347,650
Mission and Program Overview

Mission

Provide affordable housing to elderly citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,347,378$2,263,001▼ $84,377
Cash and Non-Interest-Bearing Accounts$33,317$23,638▼ $9,679
Prepaid Expenses and Deferred Charges$748$3,503▲ $2,755
Accounts Receivable$3,314$748▼ $2,566
Total Assets$2,535,163$2,453,216▼ $81,947
Other Assets Total$150,406$162,326▲ $11,920
Liabilities
Other Liabilities$39,690$40,196▲ $506
Accounts Payable and Accrued Expenses$14,140$10,866▼ $3,274
Total Liabilities$53,830$51,062▼ $2,768
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,837,005$3,848,925▲ $11,920
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-1,355,672$-1,446,771▼ $91,099
Total Net Assets Fund Balance$2,481,333$2,402,154▼ $79,179
Total Liabilities and Net Assets / Fund Balance$2,535,163$2,453,216▼ $81,947

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,983,589$1,391,501$0
Other Land Buildings$0$0$0
Land$279,412-$0
Equipment$0$12,934$0
Leasehold Improvements$0$0$0
Other Assets Org$162,326--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mr Antonio G MoralesNVOP Board Chair
Mr John L MartinezBoard Vice Chair
Fr Richard PenaBoard Member
Mr Sergio GonzalezBoard Member
Carlos MartinezBoard Member (Non-Voting)
Ms Thelma GonzalezBoard Secretary
Mr Rito Ceasar RuizBoard Treasurer
Mr Gilbert RodriguezNVOP Board Member
Mr Jake AlaridNVOP Board Member
Mr Jesse R DiazNVOP Board Member
Mr Paul HerreraNVOP Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$175,658
Program Service Revenue
$0
Investment Income
$81
Other Revenue
$171,911
All Other Contributions
$0
Change in Net Assets
$-79,179

Audited Revenue Reconciliation

Revenue per Audited Statements
$347,650
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$347,650
Total Revenue per Form 990
$347,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$426,829
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
Fees for Services Management$108,458$90,689-$199,147
Depreciation Depletion$84,377--$84,377
Other Expenses$23,052$0$0$23,052
Occupancy$16,658--$16,658
All Other Expenses$4,372$6,975-$11,347
Fees for Services Accounting-$10,470-$10,470
Office Expenses-$9,873-$9,873
Conferences and Meetings-$2,274-$2,274
Travel$780--$780
Total Functional Expenses$305,090$121,739$0$426,829

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$426,829
Total Expenses per Audited Statements$426,829
Total Expenses per Form 990$426,829
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sponsors Advances$21,965
Tenant Security Deposits$18,231
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

American GI Forum National Veterans Organization contracted functions to a management company.

Form 990, Part VI, Section B, Line 11B

Management reviews return and approves.

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

Management requires this procedire tp be done.

Form 990, Part VI, Section B, Line 15

Compensation is determined and approved by the Board of Directors.

Form 990, Part VI, Section C, Line 19

Organization's has a website where documents are available. Also, documents are available on request to the public.

Filing and Contact Details

Filer

Filer Name
American GI Forum Casa De Esperanza Inc
EIN
74-2804894
Phone
2102234088
Address
611 N Flores St, San Antonio, TX 78205

Signing Officer

Name
Mr Carlos Martinez
Title
President and CEO
Phone
2102234088
Signed
2016-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Carlos Martinez
Formed
1996
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
Bill C Rocha CPA
Address
PO Box 160127, San Antonio, TX 78280
Preparer
Bill Rocha
Phone
2104995832
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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/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9NVOP Board Member
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Service Contracts
IRS990/OtherExpensesGrp/Desc1Resident Screening
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11458
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt067393
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt223052
IRS990/OtherExpensesGrp/TotalAmt067393
IRS990/OtherExpensesGrp/TotalAmt11458
IRS990/OtherExpensesGrp/TotalAmt223052
IRS990/OtherLiabilitiesGrp/BOYAmt039690
IRS990/OtherLiabilitiesGrp/EOYAmt040196
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2624229
IRS990/OtherRevenueMiscGrp/Desc0Laundry and Vending Revenue
IRS990/OtherRevenueMiscGrp/Desc1Misc Revenues
IRS990/OtherRevenueMiscGrp/Desc2Tenant Charges
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01925
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1221
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01925
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1221
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt240
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt02186
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0748
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03503
IRS990/PrincipalOfficerNm0Mr Carlos Martinez
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0181315
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130
IRS990/PYOtherExpensesAmt0407347
IRS990/PYOtherRevenueAmt0162951
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-62951
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0407347
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0344396
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-79179
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0169725
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0169725
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0175658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0178048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0162520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0838864
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0838864
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0181315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0178048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0162520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141323
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0838864
IRS990ScheduleA/TotalSupportAmt0838864
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01983589
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01391501
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03375090
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012934
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt012934
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0426829
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0279412
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0279412
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0162326
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Restricted Deposits
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021965
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sponsors Advances
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenant Security Deposits
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0347650
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02263001

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$4.26$2.26$1.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$3.86$1.99$0.72$0.79$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$3.82$1.92$0.36$0.50$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.06$1.91$0.38$0.46$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.07$1.98$0.40$0.44$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.05$2.02$0.38$0.42$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.06$2.07$0.36$0.48$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.09$2.15$0.35$0.46$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.05$2.26$0.36$0.48$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.05$2.40$0.35$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.05$2.48$0.34$0.41$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.05$2.54$0.41
2012Summary only. Only limited summary data is available for this year.$2.66$0.04$2.62$0.32$0.46$0.14
2011Summary only. Only limited summary data is available for this year.$2.80$0.05$2.76$0.30$0.40$0.10