Civic Intelligence

H C Davis Fund

990PF • Fiscal year 2014 • EIN 74-6050406

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 21, 2015

Organization Profile
PO Box 701465San Antonio, TX 78270

(210) 602-2673

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-186%

Higher net margin than 3% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

344%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$592,288

Down $11,921 (-2.0%) from 2013

Net Assets

Down

$592,288

Down $11,921 (-2.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin3rd percentile

Revenue

Up

$6,410

Up $4,965 (+344%) from 2013

Expenses

Down

$18,331

Down $29,161 (-61%) from 2013

Net Income

Up

-$11,921

Up $34,126 (+74%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $712,342Liabilities 2010: $0Net Assets 2010: $712,3422010Assets 2011: $675,334Liabilities 2011: $0Net Assets 2011: $675,3342011Assets 2012: $650,256Liabilities 2012: $0Net Assets 2012: $650,2562012Assets 2013: $604,209Liabilities 2013: $0Net Assets 2013: $604,2092013Assets 2014: $592,288Liabilities 2014: $0Net Assets 2014: $592,2882014Assets 2015: $596,874Liabilities 2015: $0Net Assets 2015: $596,8742015Assets 2016: $589,666Liabilities 2016: $0Net Assets 2016: $589,6662016Assets 2017: $590,713Liabilities 2017: $0Net Assets 2017: $590,7132017Assets 2018: $587,179Liabilities 2018: $0Net Assets 2018: $587,1792018Assets 2019: $587,091Liabilities 2019: $0Net Assets 2019: $587,0912019Assets 2020: $568,016Liabilities 2020: $0Net Assets 2020: $568,0162020Assets 2021: $556,146Liabilities 2021: $0Net Assets 2021: $556,1462021Assets 2022: $551,908Liabilities 2022: $0Net Assets 2022: $551,9082022Assets 2023: $529,834Liabilities 2023: $12023Assets 2024: $541,960Liabilities 2024: $0Net Assets 2024: $541,9602024

Highlighted filing

2014

Assets$592,288
Liabilities$0
Net Assets$592,288
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$50K$0-$50KExpenses 2010: $16,1342010Expenses 2011: $42,7202011Expenses 2012: $27,1132012Revenue 2013: $1,445Expenses 2013: $47,492Net Income 2013: -$46,0472013Revenue 2014: $6,410Expenses 2014: $18,331Net Income 2014: -$11,9212014Revenue 2015: $5,561Expenses 2015: $975Net Income 2015: $4,5862015Revenue 2016: $2,250Expenses 2016: $9,458Net Income 2016: -$7,2082016Revenue 2017: $4,954Expenses 2017: $3,907Net Income 2017: $1,0472017Revenue 2018: $9,956Expenses 2018: $13,490Net Income 2018: -$3,5342018Revenue 2019: $9,053Expenses 2019: $9,141Net Income 2019: -$882019Revenue 2020: $9,483Expenses 2020: $28,558Net Income 2020: -$19,0752020Revenue 2021: $16,516Expenses 2021: $28,386Net Income 2021: -$11,8702021Revenue 2022: $7,386Expenses 2022: $11,624Net Income 2022: -$4,2382022Revenue 2023: -$2,437Expenses 2023: $19,637Net Income 2023: -$22,0742023Revenue 2024: $13,952Expenses 2024: $1,826Net Income 2024: $12,1262024

Highlighted filing

2014

Revenue$6,410
Expenses$18,331
Net Income-$11,921
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R DUNNDirector-$0--
WILLIAM D JONESDirector-$0--
JAMES E STRAYERDirector-$0--
EDWARD V O'BANIONDirector-$0--
ROBERT C MADISONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hc Davis Fund
EIN
74-6050406
Phone
2106022673
Address
PO BOX 701465, SAN ANTONIO, TX 78270

Signing Officer

Name
Robert L Jett
Title
Administrator
Phone
2106022673
Signed
2015-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Steven G Penchan Pc
Address
1045 CENTRAL PKWY N STE 102, SAN ANTONIO, TX 78232-5024
Preparer
Steven G Penchan
Phone
2106410850
Raw XML Appendix276 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AMERICAN BALANCED FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AMERICAN INCOME BUILDERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt055
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1661
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt062
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1724
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt163
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1329218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0135383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1314308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERIPRISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERRILL LYNCH
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04845
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06340
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0592288
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0604209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0592288
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029760
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029760
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029760
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029887
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/DistributableAmountGrp/TotalTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0127
IRS990PF/FMVAssetsEOYAmt0613964
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt074249
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt061869
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt061869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0427934
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0606847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0153897
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0445996
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09103
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06954
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0597744
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R DUNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM D JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES E STRAYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3EDWARD V O'BANION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT C MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0708 N ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112774 LA VERNIA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29235 RED LEG DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32102 SANTA ANNA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt418814 SURREYWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAINT HEDWIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CANYON LAKE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078270
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NEEDY MASONS IN BEXAR COUNTY, TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AS NEEDED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15302
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NEEDY MASON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JIMMY MEARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01706 FARWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1406 UPLAND CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178245
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017552
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017552
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06174
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017552
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021675
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033883
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06954
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06954
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06954
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L JETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02106022673
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HC DAVIS FUND
ReturnHeader/Filer/BusinessNameControlTxt0HCDA
ReturnHeader/Filer/EIN0746050406
ReturnHeader/Filer/PhoneNum02106022673
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701465
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742983446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN G PENCHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01045 CENTRAL PKWY N STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782325024
ReturnHeader/PreparerPersonGrp/PhoneNum02106410850
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN G PENCHAN
ReturnHeader/ReturnTs02015-07-22T14:06:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,288
Liabilities
$0
Net assets
$592,288
Revenue
$6,410
Expenses
$18,331
Net income
-$11,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.14$0.02$0.12
2023Summary only. Only limited summary data is available for this year.$5.30$0.00$0.02$0.20$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.07$0.12$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.17$0.28$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.09$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.10$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.05$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.06$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.06$0.18$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.01$0.47$0.46
2012Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.27
2011Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.43
2010Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.16
Peer Organizations

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