Civic Intelligence

The Jesse H and Susan R Oppenheimer

EIN 74-6032845 • San Antonio, TX

312 E HermosaSan Antonio, TX 78212
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

803%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,010,258

Up $1,343,415 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,010,258

Up $1,343,415 (+24%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$1,964,384

Up $1,746,949 (+803%) from 2023

Expenses

Up

$615,642

Up $56,735 (+10%) from 2023

Net Income

Up

$1,348,742

Up $1,690,214 (+495%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,929,447Liabilities 2011: $02011Assets 2012: $4,770,419Liabilities 2012: $02012Assets 2013: $4,728,721Liabilities 2013: $0Net Assets 2013: $4,728,7212013Assets 2014: $4,698,596Liabilities 2014: $0Net Assets 2014: $4,698,5962014Assets 2015: $4,550,995Liabilities 2015: $0Net Assets 2015: $4,550,9952015Assets 2016: $4,504,081Liabilities 2016: $0Net Assets 2016: $4,504,0812016Assets 2017: $4,808,009Liabilities 2017: $0Net Assets 2017: $4,808,0092017Assets 2018: $4,857,855Liabilities 2018: $0Net Assets 2018: $4,857,8552018Assets 2019: $4,891,681Liabilities 2019: $0Net Assets 2019: $4,891,6812019Assets 2020: $4,971,465Liabilities 2020: $0Net Assets 2020: $4,971,4652020Assets 2021: $5,776,322Liabilities 2021: $0Net Assets 2021: $5,776,3222021Assets 2022: $6,007,403Liabilities 2022: $0Net Assets 2022: $6,007,4032022Assets 2023: $5,666,843Liabilities 2023: $0Net Assets 2023: $5,666,8432023Assets 2024: $7,010,258Liabilities 2024: $0Net Assets 2024: $7,010,2582024

Highlighted filing

2024

Assets$7,010,258
Liabilities$0
Net Assets$7,010,258
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $639,545Expenses 2011: $283,813Net Income 2011: $355,7322011Revenue 2012: $122,266Expenses 2012: $281,294Net Income 2012: -$159,0282012Revenue 2013: $242,671Expenses 2013: $284,369Net Income 2013: -$41,6982013Revenue 2014: $268,968Expenses 2014: $299,093Net Income 2014: -$30,1252014Revenue 2015: $186,333Expenses 2015: $333,936Net Income 2015: -$147,6032015Revenue 2016: $279,625Expenses 2016: $326,545Net Income 2016: -$46,9202016Revenue 2017: $622,254Expenses 2017: $318,327Net Income 2017: $303,9272017Revenue 2018: $432,214Expenses 2018: $382,365Net Income 2018: $49,8492018Revenue 2019: $489,144Expenses 2019: $455,321Net Income 2019: $33,8232019Revenue 2020: $493,302Expenses 2020: $413,517Net Income 2020: $79,7852020Revenue 2021: $1,296,215Expenses 2021: $484,954Net Income 2021: $811,2612021Revenue 2022: $831,423Expenses 2022: $597,563Net Income 2022: $233,8602022Revenue 2023: $217,435Expenses 2023: $558,907Net Income 2023: -$341,4722023Revenue 2024: $1,964,384Expenses 2024: $615,642Net Income 2024: $1,348,7422024

Highlighted filing

2024

Revenue$1,964,384
Expenses$615,642
Net Income$1,348,742
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,010,258
Liabilities
$0
Net assets
$7,010,258
Revenue
$1,964,384
Expenses
$615,642
Net income
$1,348,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$1.96$0.62$1.35
2023Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.22$0.56$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.83$0.60$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.30$0.48$0.81
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.49$0.41$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.49$0.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.43$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.62$0.32$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.28$0.33$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.19$0.33$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.27$0.30$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.24$0.28$0.04
2012Summary only. Only limited summary data is available for this year.$4.77$0.00$0.12$0.28$0.16
2011Summary only. Only limited summary data is available for this year.$4.93$0.00$0.64$0.28$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN R OPPENHEIMERTrustee-$0--
J DAVID OPPENHEIMERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jesse H and Susan R Oppenheimer
EIN
74-6032845
Phone
2108265809
Address
312 E HERMOSA, SAN ANTONIO, TX 78212

Signing Officer

Name
Susan R Oppenheimer
Title
Trustee
Phone
2108265809
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Atkg Advisors LLC
Address
19031 RIDGEWOOD PKWY STE 101, SAN ANTONIO, TX 78259
Preparer
Hayley Almaraz
Phone
2107336611
Raw XML AppendixShowing 400 of 1,061 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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