Civic Intelligence

Union Acres Trust

990 • Fiscal year 2015 • EIN 75-1370090

Jun 01, 2014 to May 31, 2015 • Filed on Sep 09, 2015

Organization ProfileNONE
1390 Broadway StreetBeaumont, TX 77701-2108

(409) 833-8947

Siviq Scores

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

Liabilities / Assets

94th percentile

1.12x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

7.47x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

1.6%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$6,561,879

Down $91,086 (-1.4%) from 2014

Net Assets

Down

-$818,125

Down $149,016 (-22%) from 2014

Liabilities

Up

$7,380,004

Up $57,930 (+0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin34th percentile

Revenue

Up

$987,673

Up $15,403 (+1.6%) from 2014

Expenses

Down

$995,345

Down $135,652 (-12%) from 2014

Net Income

Up

-$7,672

Up $151,055 (+95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2015

Assets$6,561,879
Liabilities$7,380,004
Net Assets-$818,125
Open 2015 Filing

Operations Trend

Revenue Growth44th 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

2015

Revenue$987,673
Expenses$995,345
Net Income-$7,672
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Sep 9, 2015
Return Version
2014v5.0
Gross Receipts
$987,673
Mission and Program Overview

Mission

LOW RENT HOUSING PROJECT

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,652,236$5,454,449▼ $197,787
Cash and Non-Interest-Bearing Accounts$166,654$439,264▲ $272,610
Intangible Assets$260,466$253,788▼ $6,678
Prepaid Expenses and Deferred Charges$39,425$42,078▲ $2,653
Accounts Receivable$1,393$4,190▲ $2,797
Total Assets$6,652,965$6,561,879▼ $91,086
Other Assets Total$532,791$368,110▼ $164,681
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,173,681$7,280,098▲ $106,417
Other Liabilities$126,272$71,622▼ $54,650
Accounts Payable and Accrued Expenses$22,121$28,284▲ $6,163
Total Liabilities$7,322,074$7,380,004▲ $57,930
Net Assets / Fund Balance
Unrestricted Net Assets$-669,109$-818,125▼ $149,016
Total Net Assets Fund Balance$-669,109$-818,125▼ $149,016
Total Liabilities and Net Assets / Fund Balance$6,652,965$6,561,879▼ $91,086

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,915,041$97,585$6,012,626
Buildings-$1,918,055$1,918,055
Land$50,000-$50,000
Other Land Buildings$-510,592$510,592-
Other Assets Org$17,526--
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 CompanyManagement1390 BROADWAY, Beaumont, TX 77701$201,915
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$971,086
Investment Income
$315
Other Revenue
$16,272
Change in Net Assets
$-7,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$987,673
Total Revenue per Audited Statements
$987,673
Total Revenue per Form 990
$987,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$842,939
Salaries, Compensation, and Employee Benefits$152,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$213,087--$213,087
Depreciation Depletion$197,787--$197,787
Other Salaries and Wages$137,278--$137,278
Insurance$84,240--$84,240
Fees for Services Management$43,866--$43,866
All Other Expenses$30,484--$30,484
Other Expenses$18,928--$18,928
Office Expenses$16,829--$16,829
Payroll Taxes$12,801--$12,801
Fees for Services Other$10,801--$10,801
Fees for Services Accounting$9,550--$9,550
Other Employee Benefits$2,327--$2,327
Conferences and Meetings$1,239--$1,239
Total Functional Expenses$995,345$0$0$995,345

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$995,345
Total Expenses per Audited Statements$995,345
Total Expenses per Form 990$995,345
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
Accrued Interest$37,167
Tenant Security Deposits$15,235
Accrued Interest Mortgage$14,524
Prepaid Rent$4,696
Due to Developer-
Utility Allowance-
Other Accrued Interest Pay-
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

Filer Name
Union Acres Trust
EIN
75-1370090
Phone
4098338947
Address
1390 BROADWAY STREET, BEAUMONT, TX 77701-2108

Signing Officer

Name
Donald Ball
Title
Trustee
Phone
4098338947
Signed
2015-09-09
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

Firm
FMW PC CPA'S
Address
1150 NORTH ELEVENTH STREET, BEAUMONT, TX 77702-1207
Preparer
Terry S Whiddon CPA
Phone
4098383755
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Mortgage adjustment 141,344”

Raw XML Appendix383 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/CurrentTaxYearMinus1YearAmt0960001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0859304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0633059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0488150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03911915
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01918055
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01918055
IRS990ScheduleD/EquipmentGrp/BookValueAmt05915041
IRS990ScheduleD/EquipmentGrp/DepreciationAmt097585
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06012626
IRS990ScheduleD/ExpensesSubtotalAmt0995345
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0302002
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt148582
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt217526
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-510592
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0510592
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt214524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34696
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED INTEREST MORTGAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO DEVELOPER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5UTILITY ALLOWANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6OTHER ACCRUED INTEREST PAY
IRS990ScheduleD/RevenueSubtotalAmt0987673
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05454449
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0368110
IRS990ScheduleD/TotalExpensesPerForm990Amt0995345
IRS990ScheduleD/TotalLiabilityAmt071622
IRS990ScheduleD/TotalRevenuePerForm990Amt0987673
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0987673
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0995345
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW AND APPROVE AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORTGAGE ADJUSTMENT 141,344
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/TotalAssetsBOYAmt06652965
IRS990/TotalAssetsEOYAmt06561879
IRS990/TotalAssetsGrp/BOYAmt06652965
IRS990/TotalAssetsGrp/EOYAmt06561879
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0995345
IRS990/TotalFunctionalExpensesGrp/TotalAmt0995345
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07322074
IRS990/TotalLiabilitiesEOYAmt07380004
IRS990/TotalLiabilitiesGrp/BOYAmt07322074
IRS990/TotalLiabilitiesGrp/EOYAmt07380004
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-669109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-818125
IRS990/TotalProgramServiceExpensesAmt0995345
IRS990/TotalProgramServiceRevenueAmt0971086
IRS990/TotalRevenueGrp/ExclusionAmt0315
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0987358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0987673
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06652965
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06561879
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-669109
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-818125
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0818 COTTON FORD RD 101
IRS990/USAddress/CityNm0CENTER
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075935
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098338947
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION ACRES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0751370090
ReturnHeader/Filer/PhoneNum04098338947
ReturnHeader/Filer/USAddress/AddressLine1Txt01390 BROADWAY STREET
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0777012108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760154479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FMW PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 NORTH ELEVENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777021207
ReturnHeader/PreparerPersonGrp/PhoneNum04098383755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY S WHIDDON CPA
ReturnHeader/ReturnTs02015-09-14T16:16:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,561,879
Liabilities
$7,380,004
Net assets
-$818,125
Revenue
$987,673
Expenses
$995,345
Net income
-$7,672
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