Civic Intelligence

Texas Health Resources Credit Union

990 • Fiscal year 2017 • EIN 75-1338668

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization Profilewww.thrcu.com

View Organization Page

12770 Coit Rd Ste 100Dallas, TX 75251

(214) 361-3809

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.92x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

14.24x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Net Margin

22nd percentile

0.4%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$102,634

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2017

Asset Growth

58th percentile

2.2%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.3%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$19,190,346

Up $421,866 (+2.2%) from 2016

Net Assets

Up

$1,487,658

Up $5,171 (+0.3%) from 2016

Liabilities

Up

$17,702,688

Up $416,695 (+2.4%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin22nd percentile

Revenue

Up

$1,242,829

Up $40,158 (+3.3%) from 2016

Expenses

Up

$1,237,658

Up $39,958 (+3.3%) from 2016

Net Income

Up

$5,171

Up $200 (+4.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $13,267,396Liabilities 2010: $12,294,729Net Assets 2010: $972,6672010Assets 2011: $13,681,710Liabilities 2011: $12,703,368Net Assets 2011: $978,3422011Assets 2012: $14,810,662Liabilities 2012: $13,738,450Net Assets 2012: $1,072,2122012Assets 2013: $15,907,029Liabilities 2013: $14,634,573Net Assets 2013: $1,272,4562013Assets 2014: $17,398,978Liabilities 2014: $15,937,428Net Assets 2014: $1,461,5502014Assets 2015: $18,777,298Liabilities 2015: $17,299,782Net Assets 2015: $1,477,5162015Assets 2016: $18,768,480Liabilities 2016: $17,285,993Net Assets 2016: $1,482,4872016Assets 2017: $19,190,346Liabilities 2017: $17,702,688Net Assets 2017: $1,487,6582017Assets 2018: $16,673,561Liabilities 2018: $15,361,418Net Assets 2018: $1,312,1432018Assets 2019: $15,885,049Liabilities 2019: $14,656,206Net Assets 2019: $1,228,8432019Assets 2020: $17,807,605Liabilities 2020: $16,756,949Net Assets 2020: $1,050,6562020Assets 2021: $17,632,702Liabilities 2021: $16,563,829Net Assets 2021: $1,068,8732021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$19,190,346
Liabilities$17,702,688
Net Assets$1,487,658
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,327,0542010Expenses 2011: $1,208,2882011Expenses 2012: $1,240,2622012Revenue 2013: $1,341,293Expenses 2013: $1,141,049Net Income 2013: $200,2442013Revenue 2014: $1,333,631Expenses 2014: $1,144,537Net Income 2014: $189,0942014Revenue 2015: $1,231,303Expenses 2015: $1,215,337Net Income 2015: $15,9662015Revenue 2016: $1,202,671Expenses 2016: $1,197,700Net Income 2016: $4,9712016Revenue 2017: $1,242,829Expenses 2017: $1,237,658Net Income 2017: $5,1712017Revenue 2018: $1,160,477Expenses 2018: $1,335,992Net Income 2018: -$175,5152018Revenue 2019: $1,059,865Expenses 2019: $1,143,165Net Income 2019: -$83,3002019Revenue 2020: $926,870Expenses 2020: $1,105,057Net Income 2020: -$178,1872020Revenue 2021: $860,210Expenses 2021: $841,993Net Income 2021: $18,2172021Revenue 2022: $638,660Expenses 2022: $710,522Net Income 2022: -$71,8622022

Highlighted filing

2017

Revenue$1,242,829
Expenses$1,237,658
Net Income$5,171
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.2
Gross Receipts
$1,242,829
Mission and Program Overview

Mission

Cooperative provider of credit union financial services

Texas Health Resources Credit Union is a cooperative thrift institution chartered by the state of Texas and insured by the National Credit Union Administration (NCUA).

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,437,190$11,123,359▲ $686,169
Savings and Temporary Cash Investments$6,918,000$5,724,000▼ $1,194,000
Cash and Non-Interest-Bearing Accounts$1,163,845$2,032,785▲ $868,940
Rtn Earn Endowment Incm Other Fnds$1,482,487$1,487,658▲ $5,171
Prepaid Expenses and Deferred Charges$26,449$90,253▲ $63,804
Accounts Receivable$42,535$36,842▼ $5,693
Land, Buildings, and Equipment, Net$575$3,874▲ $3,299
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$18,768,480$19,190,346▲ $421,866
Other Assets Total$179,886$179,233▼ $653
Liabilities
Other Liabilities$16,947,226$17,530,797▲ $583,571
Accounts Payable and Accrued Expenses$338,767$171,891▼ $166,876
Total Liabilities$17,285,993$17,702,688▲ $416,695
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,482,487$1,487,658▲ $5,171
Total Liabilities and Net Assets / Fund Balance$18,768,480$19,190,346▲ $421,866

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,874$244,631$248,505
Leasehold Improvements-$10,505$10,505
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Z Suzanne ChismPresident/CEOFT$102,634$102,634
Carmen ZamoraCU ManagerFT$56,705$56,705

Board Members and Trustees

NameTitle
Robert AllenChairman
Mike AlversonDirector
Shyrl JohnstonDirector
Tonya FarmerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
FiservIT ConsultantPO Box 99924, Grapevine, TX 76099$160,516
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,035,760
Investment Income
$79,090
Other Revenue
$127,979
Change in Net Assets
$5,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$793,586
Salaries, Compensation, and Employee Benefits$444,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$160,516--$160,516
Current Officers, Directors, Trustees, and Key Employees$159,339--$159,339
Other Salaries and Wages$135,318--$135,318
Occupancy$113,522--$113,522
Other Employee Benefits$104,480--$104,480
Fees for Services Management$69,170--$69,170
Office Expenses$61,777--$61,777
Payroll Taxes$23,918--$23,918
Other Expenses$23,444--$23,444
Pension Plan Contributions$21,017--$21,017
Insurance$20,450--$20,450
All Other Expenses$16,009--$16,009
Fees for Services Accounting$6,920--$6,920
Advertising$1,956--$1,956
Depreciation Depletion$1,921--$1,921
Fees for Services Legal$1,281--$1,281
Total Functional Expenses$1,237,658$0$0$1,237,658
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$13,823,191
Share Draft$3,194,188
Individual Retirement Accounts$513,418
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has members.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The credit union membership may participate in the election of officials.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members of the credit union have the right to approve the governing body's election and the removal of members of the governing body, as well as other matters that are subject to the approval of the members of the credit union as they occur.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Prior to filing Form 990 (and 990-T), questions and comments are submitted to the manager for further discussions with the preparer. After review, questions are reconciled and the return(s) are filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All officers, directors and key employees are required to file an annual conflict of interest disclosure statement.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The CEO's compensation is determined by the human resources department and board of directors. The credit union manager's compensation is determined by the CEO and the human resources department.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Texas Health Resources Credit Union makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Quarterly financial statements are avaliable to the public on the NCUA website via the 5300 filing.”

Filing and Contact Details

Filer

Filer Name
Texas Health Resources Credit Union
EIN
75-1338668
Phone
2143613809
Address
12770 Coit Rd Ste 100, Dallas, TX 75251

Signing Officer

Name
Z Suzanne Chism
Title
President/CEO
Signed
2018-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Z Suzanne Chism
Formed
1968
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
6
Volunteers
4

Preparer

Firm
John Fox Holt III PC
Address
6301 Gaston Ave Ste 420, Dallas, TX 75214-6231
Preparer
John Fox Holt III
Phone
2148266911
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“FIN 48 is not applicable.Form 990, Part IV, line 12aThe credit union will undergo a supervisory committee audit in 2018 which will include the financial statement period ending December 31, 2017.”

Raw XML Appendix396 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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IRS990/OtherExpensesGrp/TotalAmt256034
IRS990/OtherExpensesGrp/TotalAmt323444
IRS990/OtherLiabilitiesGrp/BOYAmt016947226
IRS990/OtherLiabilitiesGrp/EOYAmt017530797
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Non-member ATM fees
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0127979
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0127979
IRS990/OtherRevenueTotalAmt0127979
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0135318
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135318
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010437190
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011123359
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt023918
IRS990/PayrollTaxesGrp/TotalAmt023918
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021017
IRS990/PensionPlanContributionsGrp/TotalAmt021017
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026449
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090253
IRS990/PrincipalOfficerNm0Z Suzanne Chism
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0Fees and charges
IRS990/ProgramServiceRevenueGrp/Desc1Income on loans
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0292209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1743551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0292209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1743551
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt069756
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0781373
IRS990/PYOtherRevenueAmt0130964
IRS990/PYProgramServiceRevenueAmt01001951
IRS990/PYRevenuesLessExpensesAmt04971
IRS990/PYSalariesCompEmpBnftPaidAmt0416327
IRS990/PYTotalExpensesAmt01197700
IRS990/PYTotalRevenueAmt01202671
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05171
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01482487
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01487658
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06918000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05724000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03874
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0244631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0248505
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010505
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0513418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13194188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt213823191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Individual Retirement Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Share Draft
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Shares
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 is not applicable.Form 990, Part IV, line 12aThe credit union will undergo a supervisory committee audit in 2018 which will include the financial statement period ending December 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03874
IRS990ScheduleD/TotalLiabilityAmt017530797
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The credit union membership may participate in the election of officials.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the credit union have the right to approve the governing body's election and the removal of members of the governing body, as well as other matters that are subject to the approval of the members of the credit union as they occur.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior to filing Form 990 (and 990-T), questions and comments are submitted to the manager for further discussions with the preparer. After review, questions are reconciled and the return(s) are filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All officers, directors and key employees are required to file an annual conflict of interest disclosure statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The CEO's compensation is determined by the human resources department and board of directors. The credit union manager's compensation is determined by the CEO and the human resources department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Texas Health Resources Credit Union makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Quarterly financial statements are avaliable to the public on the NCUA website via the 5300 filing.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018768480
IRS990/TotalAssetsEOYAmt019190346
IRS990/TotalAssetsGrp/BOYAmt018768480
IRS990/TotalAssetsGrp/EOYAmt019190346
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01237658
IRS990/TotalFunctionalExpensesGrp/TotalAmt01237658
IRS990/TotalGrossUBIAmt0127979
IRS990/TotalLiabilitiesBOYAmt017285993
IRS990/TotalLiabilitiesEOYAmt017702688
IRS990/TotalLiabilitiesGrp/BOYAmt017285993
IRS990/TotalLiabilitiesGrp/EOYAmt017702688
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01482487
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01487658
IRS990/TotalProgramServiceRevenueAmt01035760
IRS990/TotalReportableCompFromOrgAmt0159339
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01114850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01242829
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0127979
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018768480
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019190346
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012770 Coit Rd Ste 100
IRS990/USAddress/CityNm0Dallas
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075251
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.thrcu.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Z Suzanne Chism
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Health Resources Credit Union
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0751338668
ReturnHeader/Filer/PhoneNum02143613809
ReturnHeader/Filer/USAddress/AddressLine1Txt012770 Coit Rd Ste 100
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472787609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Fox Holt III PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 Gaston Ave Ste 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752146231
ReturnHeader/PreparerPersonGrp/PhoneNum02148266911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Fox Holt III
ReturnHeader/ReturnTs02018-10-17T10:22:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,190,346
Liabilities
$17,702,688
Net assets
$1,487,658
Revenue
$1,242,829
Expenses
$1,237,658
Net income
$5,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.64$0.71$0.07
2021Detailed filing. Detailed filing data is available for this year.$17.6$16.6$1.07$0.86$0.84$0.02
2020Detailed filing. Detailed filing data is available for this year.$17.8$16.8$1.05$0.93$1.11$0.18
2019Summary only. Only limited summary data is available for this year.$15.9$14.7$1.23$1.06$1.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$16.7$15.4$1.31$1.16$1.34$0.18
2017Detailed filing. Detailed filing data is available for this year.$19.2$17.7$1.49$1.24$1.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$18.8$17.3$1.48$1.20$1.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$18.8$17.3$1.48$1.23$1.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$17.4$15.9$1.46$1.33$1.14$0.19
2013Detailed filing. Detailed filing data is available for this year.$15.9$14.6$1.27$1.34$1.14$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$13.7$1.07$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$12.7$0.98$1.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$12.3$0.97$1.33
Peer Organizations

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