Civic Intelligence

San Antonio Building Owners & Mgrs Assoc

990 • Fiscal year 2014 • EIN 74-6060743

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 08, 2015

1635 NE Loop 410 Suite 600San Antonio, TX 78209

(210) 822-4499

Siviq Scores

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

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.2%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$328,573

Down $25,498 (-7.2%) from 2013

Net Assets

Down

$319,752

Down $4,712 (-1.5%) from 2013

Liabilities

Down

$8,821

Down $20,786 (-70%) from 2013

Revenue

Down

$257,256

Down $64,467 (-20%) from 2013

Expenses

Up

$261,968

Up $1,583 (+0.6%) from 2013

Net Income

Down

-$4,712

Down $66,050 (-108%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $216,570Liabilities 2010: $9,270Net Assets 2010: $207,3002010Assets 2011: $230,413Liabilities 2011: $9,450Net Assets 2011: $220,9632011Assets 2012: $297,981Liabilities 2012: $34,855Net Assets 2012: $263,1262012Assets 2013: $354,071Liabilities 2013: $29,607Net Assets 2013: $324,4642013Assets 2014: $328,573Liabilities 2014: $8,821Net Assets 2014: $319,7522014Assets 2015: $326,385Liabilities 2015: $6,671Net Assets 2015: $319,7142015Assets 2016: $317,079Liabilities 2016: $3,215Net Assets 2016: $313,8642016Assets 2017: $308,186Liabilities 2017: $6,450Net Assets 2017: $301,7362017Assets 2018: $312,217Liabilities 2018: $33,327Net Assets 2018: $278,8902018Assets 2019: $322,491Liabilities 2019: $17,270Net Assets 2019: $305,2212019Assets 2020: $350,322Liabilities 2020: $21,043Net Assets 2020: $329,2792020Assets 2021: $411,965Liabilities 2021: $28,180Net Assets 2021: $383,7852021Assets 2022: $370,659Liabilities 2022: $28,074Net Assets 2022: $342,5852022Assets 2023: $339,917Liabilities 2023: $106,144Net Assets 2023: $233,7732023Assets 2024: $472,784Liabilities 2024: $158,654Net Assets 2024: $314,1302024

Highlighted filing

2014

Assets$328,573
Liabilities$8,821
Net Assets$319,752

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $278,1432010Expenses 2011: $271,3592011Expenses 2012: $251,6162012Revenue 2013: $321,723Expenses 2013: $260,385Net Income 2013: $61,3382013Revenue 2014: $257,256Expenses 2014: $261,968Net Income 2014: -$4,7122014Revenue 2015: $244,056Expenses 2015: $244,094Net Income 2015: -$382015Revenue 2016: $249,586Expenses 2016: $255,436Net Income 2016: -$5,8502016Revenue 2017: $282,062Expenses 2017: $294,190Net Income 2017: -$12,1282017Revenue 2018: $277,112Expenses 2018: $299,958Net Income 2018: -$22,8462018Revenue 2019: $306,296Expenses 2019: $279,965Net Income 2019: $26,3312019Revenue 2020: $256,029Expenses 2020: $231,971Net Income 2020: $24,0582020Revenue 2021: $301,328Expenses 2021: $265,717Net Income 2021: $35,6112021Revenue 2022: $349,810Expenses 2022: $391,010Net Income 2022: -$41,2002022Revenue 2023: $339,550Expenses 2023: $448,362Net Income 2023: -$108,8122023Revenue 2024: $397,428Expenses 2024: $408,521Net Income 2024: -$11,0932024

Highlighted filing

2014

Revenue$257,256
Expenses$261,968
Net Income-$4,712
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 8, 2015
Return Version
2014v5.0
Gross Receipts
$316,932
Mission and Program Overview

Mission

The Association is established for the promotion of trade relations among owners and managers of office buildings.

Commercial bldg. Owners & managers who promote their common interest in the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$115,706$144,421▲ $28,715
Investments Other Securities$131,555$112,234▼ $19,321
Cash and Non-Interest-Bearing Accounts$97,958$70,110▼ $27,848
Accounts Receivable$8,852$1,808▼ $7,044
Total Assets$354,071$328,573▼ $25,498
Liabilities
Other Liabilities$6,700$4,515▼ $2,185
Accounts Payable and Accrued Expenses$22,907$4,306▼ $18,601
Total Liabilities$29,607$8,821▼ $20,786
Net Assets / Fund Balance
Unrestricted Net Assets$324,464$319,752▼ $4,712
Total Net Assets Fund Balance$324,464$319,752▼ $4,712
Total Liabilities and Net Assets / Fund Balance$354,071$328,573▼ $25,498

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$112,234--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Billy PadgettDirector
Christie StreicherDirector
Christine KruegerDirector
David MalleyDirector
Jerry SteuartDirector
Lydia FehrDirector
Matt RoseDirector
Michael HarrisonDirector
Mike HiserDirector
Patty MayDirector
Sandi RuffoDirector
Teresa TumaExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$200,857
Investment Income
$0
Other Revenue
$56,399
Change in Net Assets
$-4,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,968
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---$90,000
Fees for Services Other---$25,052
Occupancy---$15,235
Other Expenses---$2,500
All Other Expenses---$1,567
Total Functional Expenses$0$0$0$261,968
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,075
Fundraising Direct Expenses$59,676
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boma Golf Open$82,535$82,535$8,695$73,840
Boma Sporting Clay Event$33,540$33,540$4,011$29,529
Total Events$116,075$116,075$59,676$56,399
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Lunches and Dues$4,515
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association has dues paying principal and associate members. Each voting member is entitled to one vote on matters requiring approval by the general membership as outlined in the association's articles and by-laws.

Form 990, Part VI, Section A, Line 7A

Each voting member is entitled to vote for the association's directors. Board members so elected hold office for 2 years, in staggered terms.

Form 990, Part VI, Section A, Line 7B

Certain actions of the board, as outlined in the association's articles and by-laws, require approval by the members.

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by the association's public accounting firm. It is reviewed by the executive director, and then approved by the secretary / treasurer of the board of directors prior to signing and filing with the irs.

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

The association has a conflict of interest policy that is monitored periodically, and at least annually, by a committee of the board of directors.

Form 990, Part VI, Section B, Line 15A

Every three years the board conducts a review of the management agreement of its executive director. This review includes comparability data obtained from other similar organizations, as well as data published and available over the internet or similar sources.

Form 990, Part VI, Section C, Line 19

The association's governing documents, conflict of interest policy and financial statements are available for inspection following written request with its executive director.

Filing and Contact Details

Filer

Filer Name
San Antonio Building Owners and Managers
EIN
74-6060743
Phone
2108224499
Address
1635 NE LOOP 410 SUITE 600, SAN ANTONIO, TX 78209

Signing Officer

Name
Christie Streicher
Title
Secretary-treasurer
Phone
2108224499
Signed
2015-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christie Streicher
Formed
1968
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Akin Doherty Klein & Feuge Pc
Address
8610 N NEW BRAUNFELS SUITE 101, SAN ANTONIO, TX 78217-6359
Preparer
Thomas a Akin
Phone
2108291300
Raw XML Appendix376 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0USAA MUTUAL FUNDS & CDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0112234
IRS990ScheduleD/TotalLiabilityAmt04515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059676
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOMA GOLF OPEN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOMA SPORTING CLAY EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014687
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0505
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056399
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011315
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02400
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013715
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04011
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08289
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09774
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018063
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS DUES PAYING PRINCIPAL AND ASSOCIATE MEMBERS. EACH VOTING MEMBER IS ENTITLED TO ONE VOTE ON MATTERS REQUIRING APPROVAL BY THE GENERAL MEMBERSHIP AS OUTLINED IN THE ASSOCIATION'S ARTICLES AND BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH VOTING MEMBER IS ENTITLED TO VOTE FOR THE ASSOCIATION'S DIRECTORS. BOARD MEMBERS SO ELECTED HOLD OFFICE FOR 2 YEARS, IN STAGGERED TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN ACTIONS OF THE BOARD, AS OUTLINED IN THE ASSOCIATION'S ARTICLES AND BY-LAWS, REQUIRE APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY THE ASSOCIATION'S PUBLIC ACCOUNTING FIRM. IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, AND THEN APPROVED BY THE SECRETARY / TREASURER OF THE BOARD OF DIRECTORS PRIOR TO SIGNING AND FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION HAS A CONFLICT OF INTEREST POLICY THAT IS MONITORED PERIODICALLY, AND AT LEAST ANNUALLY, BY A COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVERY THREE YEARS THE BOARD CONDUCTS A REVIEW OF THE MANAGEMENT AGREEMENT OF ITS EXECUTIVE DIRECTOR. THIS REVIEW INCLUDES COMPARABILITY DATA OBTAINED FROM OTHER SIMILAR ORGANIZATIONS, AS WELL AS DATA PUBLISHED AND AVAILABLE OVER THE INTERNET OR SIMILAR SOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION FOLLOWING WRITTEN REQUEST WITH ITS EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0354071
IRS990/TotalAssetsEOYAmt0328573
IRS990/TotalAssetsGrp/BOYAmt0354071
IRS990/TotalAssetsGrp/EOYAmt0328573
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0261968
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029607
IRS990/TotalLiabilitiesEOYAmt08821
IRS990/TotalLiabilitiesGrp/BOYAmt029607
IRS990/TotalLiabilitiesGrp/EOYAmt08821
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0324464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0319752
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0200857
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056399
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0200857
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257256
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354071
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0328573
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0324464
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0319752
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01635 NE LOOP 410 SUITE 600
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.BOMASANANTONIO.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE STREICHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02108224499
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO BUILDING OWNERS AND MANAGERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0746060743
ReturnHeader/Filer/PhoneNum02108224499
ReturnHeader/Filer/USAddress/AddressLine1Txt01635 NE LOOP 410 SUITE 600
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKIN DOHERTY KLEIN & FEUGE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08610 N NEW BRAUNFELS SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782176359
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A AKIN
ReturnHeader/ReturnTs02015-04-08T14:34:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$1.59$3.14$3.97$4.09$0.11
2023Summary only. Only limited summary data is available for this year.$3.40$1.06$2.34$3.40$4.48$1.09
2022Summary only. Only limited summary data is available for this year.$3.71$0.28$3.43$3.50$3.91$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.28$3.84$3.01$2.66$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.21$3.29$2.56$2.32$0.24
2019Summary only. Only limited summary data is available for this year.$3.22$0.17$3.05$3.06$2.80$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.33$2.79$2.77$3.00$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.06$3.02$2.82$2.94$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.03$3.14$2.50$2.55$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.07$3.20$2.44$2.44$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.09$3.20$2.57$2.62$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.30$3.24$3.22$2.60$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.35$2.63$2.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.09$2.21$2.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.09$2.07$2.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits