Civic Intelligence

Union Acres Trust

990 • Fiscal year 2014 • EIN 75-1370090

Jun 01, 2013 to May 31, 2014 • Filed on Oct 13, 2014

Organization ProfileNONE
1390 Broadway Street77701-2108

(409) 833-8947

Siviq Scores

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

Liabilities / Assets

94th percentile

1.10x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

7.53x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$6,652,965

Down $879,367 (-12%) from 2013

Net Assets

Down

-$669,109

Down $211,087 (-46%) from 2013

Liabilities

Down

$7,322,074

Down $668,280 (-8.4%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin13th percentile

Revenue

Up

$972,270

Up $102,486 (+12%) from 2013

Expenses

Up

$1,130,997

Up $488,270 (+76%) from 2013

Net Income

Down

-$158,727

Down $385,784 (-170%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$10M$5.0M$0-$5.0MAssets 2012: $6,317,726Liabilities 2012: $4,412,408Net Assets 2012: $1,905,3182012Assets 2013: $7,532,332Liabilities 2013: $7,990,354Net Assets 2013: -$458,0222013Assets 2014: $6,652,965Liabilities 2014: $7,322,074Net Assets 2014: -$669,1092014Assets 2015: $6,561,879Liabilities 2015: $7,380,004Net Assets 2015: -$818,1252015Assets 2016: $6,249,193Liabilities 2016: $7,126,817Net Assets 2016: -$877,6242016Assets 2017: $6,192,834Liabilities 2017: $4,054,500Net Assets 2017: $2,138,3342017Assets 2018: $6,031,671Liabilities 2018: $3,896,345Net Assets 2018: $2,135,3262018Assets 2019: $5,392,089Liabilities 2019: $3,591,056Net Assets 2019: $1,801,0332019Assets 2020: $5,234,108Liabilities 2020: $3,476,468Net Assets 2020: $1,757,6402020Assets 2021: $5,054,805Liabilities 2021: $3,378,490Net Assets 2021: $1,676,3152021Assets 2022: $5,103,603Liabilities 2022: $3,494,362Net Assets 2022: $1,609,2412022

Highlighted filing

2014

Assets$6,652,965
Liabilities$7,322,074
Net Assets-$669,109
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $3,346,568Expenses 2012: $562,003Net Income 2012: $2,784,5652012Revenue 2013: $869,784Expenses 2013: $642,727Net Income 2013: $227,0572013Revenue 2014: $972,270Expenses 2014: $1,130,997Net Income 2014: -$158,7272014Revenue 2015: $987,673Expenses 2015: $995,345Net Income 2015: -$7,6722015Revenue 2016: $1,006,990Expenses 2016: $1,066,489Net Income 2016: -$59,4992016Revenue 2017: $1,037,561Expenses 2017: $1,024,992Net Income 2017: $12,5692017Revenue 2018: $1,053,386Expenses 2018: $1,056,394Net Income 2018: -$3,0082018Revenue 2019: $1,044,398Expenses 2019: $1,378,691Net Income 2019: -$334,2932019Revenue 2020: $1,074,465Expenses 2020: $1,117,858Net Income 2020: -$43,3932020Revenue 2021: $1,131,908Expenses 2021: $1,213,233Net Income 2021: -$81,3252021Revenue 2022: $98,148Expenses 2022: $290,386Net Income 2022: -$192,2382022

Highlighted filing

2014

Revenue$972,270
Expenses$1,130,997
Net Income-$158,727
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 13, 2014
Return Version
2013v3.1
Gross Receipts
$972,270
Mission and Program Overview

Mission

LOW RENT HOUSING PROJECT

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,959,065$5,652,236▼ $306,829
Pledges and Grants Receivable$611,712--
Intangible Assets$267,145$260,466▼ $6,679
Cash and Non-Interest-Bearing Accounts$165,609$166,654▲ $1,045
Prepaid Expenses and Deferred Charges$32,798$39,425▲ $6,627
Accounts Receivable$5,564$1,393▼ $4,171
Total Assets$7,532,332$6,652,965▼ $879,367
Other Assets Total$490,439$532,791▲ $42,352
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,890,096$7,173,681▲ $283,585
Other Liabilities$1,081,812$126,272▼ $955,540
Accounts Payable and Accrued Expenses$18,446$22,121▲ $3,675
Total Liabilities$7,990,354$7,322,074▼ $668,280
Net Assets / Fund Balance
Unrestricted Net Assets$-458,022$-669,109▼ $211,087
Total Net Assets Fund Balance$-458,022$-669,109▼ $211,087
Total Liabilities and Net Assets / Fund Balance$7,532,332$6,652,965▼ $879,367

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,602,236$312,805$5,915,041
Buildings-$1,918,055$1,918,055
Equipment-$97,585$97,585
Land$50,000-$50,000
Other Assets Org$19,696--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Donald BallTrustee
Kenneth MorganTrustee
Kerry CartwrightTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
J Allen Management CompanyManagement-$207,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$959,612
Investment Income
$389
Other Revenue
$12,269
Change in Net Assets
$-158,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$972,270
Total Revenue per Audited Statements
$972,270
Total Revenue per Form 990
$972,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$983,131
Salaries, Compensation, and Employee Benefits$147,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$312,100--$312,100
Interest$230,969--$230,969
Other Salaries and Wages$133,659--$133,659
Insurance$72,013--$72,013
Fees for Services Management$43,635--$43,635
All Other Expenses$27,503--$27,503
Office Expenses$18,560--$18,560
Other Expenses$17,527--$17,527
Fees for Services Other$12,095--$12,095
Payroll Taxes$12,031--$12,031
Fees for Services Accounting$9,557--$9,557
Fees for Services Legal$2,492--$2,492
Other Employee Benefits$2,176--$2,176
Conferences and Meetings$1,410--$1,410
Total Functional Expenses$1,130,997$0$0$1,130,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,130,997
Total Expenses per Audited Statements$1,130,997
Total Expenses per Form 990$1,130,997
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
Due to Developer$90,313
Accrued Interest Mortgage$14,650
Tenant Security Deposits$14,075
Other Accrued Interest Pay$3,101
Prepaid Rent$2,720
Accrued Interest$1,273
Utility Allowance$140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Review and approve at board meeting.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
75-1370090
Phone
4098338947

Signing Officer

Name
Donald Ball
Title
Trustee
Phone
4098338947
Signed
2014-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Ball
Formed
1969
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Terry S Whiddon CPA
Phone
4098383755
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior period adjustment 52,360”

Raw XML Appendix385 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03465176
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01918055
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01918055
IRS990ScheduleD/EquipmentGrp/DepreciationAmt097585
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt097585
IRS990ScheduleD/ExpensesSubtotalAmt01130997
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0257369
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1255726
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt219696
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05602236
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0312805
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05915041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114650
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt214075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DEVELOPER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST MORTGAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER ACCRUED INTEREST PAY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6UTILITY ALLOWANCE
IRS990ScheduleD/RevenueSubtotalAmt0972270
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05652236
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0532791
IRS990ScheduleD/TotalExpensesPerForm990Amt01130997
IRS990ScheduleD/TotalLiabilityAmt0126272
IRS990ScheduleD/TotalRevenuePerForm990Amt0972270
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0972270
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01130997
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW AND APPROVE AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 52,360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07532332
IRS990/TotalAssetsEOYAmt06652965
IRS990/TotalAssetsGrp/BOYAmt07532332
IRS990/TotalAssetsGrp/EOYAmt06652965
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01130997
IRS990/TotalFunctionalExpensesGrp/TotalAmt01130997
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07990354
IRS990/TotalLiabilitiesEOYAmt07322074
IRS990/TotalLiabilitiesGrp/BOYAmt07990354
IRS990/TotalLiabilitiesGrp/EOYAmt07322074
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-458022
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-669109
IRS990/TotalProgramServiceExpensesAmt01130997
IRS990/TotalProgramServiceRevenueAmt0959612
IRS990/TotalRevenueGrp/ExclusionAmt0389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0971881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0972270
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07532332
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06652965
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-458022
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-669109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10818 COTTON FORD RD 101
IRS990/USAddress/City0CENTER
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode075935
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098338947
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNION ACRES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0751370090
ReturnHeader/Filer/PhoneNum04098338947
ReturnHeader/Filer/USAddress/AddressLine101390 BROADWAY STREET
ReturnHeader/Filer/USAddress/City0BEAUMONT
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0777012108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760154479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FMW PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101150 NORTH ELEVENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0777021207
ReturnHeader/PreparerPersonGrp/PhoneNum04098383755
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY S WHIDDON CPA
ReturnHeader/ReturnTs02014-10-13T16:35:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,652,965
Liabilities
$7,322,074
Net assets
-$669,109
Revenue
$972,270
Expenses
$1,130,997
Net income
-$158,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.10$3.49$1.61$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.05$3.38$1.68$1.13$1.21$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.23$3.48$1.76$1.07$1.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.39$3.59$1.80$1.04$1.38$0.33
2018Detailed filing. Detailed filing data is available for this year.$6.03$3.90$2.14$1.05$1.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.19$4.05$2.14$1.04$1.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.25$7.13$0.88$1.01$1.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.56$7.38$0.82$0.99$1.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.65$7.32$0.67$0.97$1.13$0.16
2013Summary only. Only limited summary data is available for this year.$7.53$7.99$0.46$0.87$0.64$0.23
2012Summary only. Only limited summary data is available for this year.$6.32$4.41$1.91$3.35$0.56$2.78