Civic Intelligence

Union Acres Trust

990 • Fiscal year 2017 • EIN 75-1370090

Jun 01, 2016 to May 31, 2017 • Filed on Sep 05, 2017

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

82nd percentile

0.65x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

3.91x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

31st percentile

-0.9%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

3.0%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$6,192,834

Down $56,359 (-0.9%) from 2016

Net Assets

Up

$2,138,334

Up $3,015,958 (+344%) from 2016

Liabilities

Down

$4,054,500

Down $3,072,317 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin44th percentile

Revenue

Up

$1,037,561

Up $30,571 (+3.0%) from 2016

Expenses

Down

$1,024,992

Down $41,497 (-3.9%) from 2016

Net Income

Up

$12,569

Up $72,068 (+121%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$6,192,834
Liabilities$4,054,500
Net Assets$2,138,334
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$1,037,561
Expenses$1,024,992
Net Income$12,569
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$1,037,561
Mission and Program Overview

Mission

LOW RENT HOUSING PROJECT

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,257,378$5,059,284▼ $198,094
Cash and Non-Interest-Bearing Accounts$279,204$372,318▲ $93,114
Intangible Assets$247,109$240,430▼ $6,679
Prepaid Expenses and Deferred Charges$48,696$47,081▼ $1,615
Accounts Receivable$2,407$5,156▲ $2,749
Total Assets$6,249,193$6,192,834▼ $56,359
Other Assets Total$414,399$468,565▲ $54,166
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,062,779$3,985,782▼ $3,076,997
Other Liabilities$33,315$36,347▲ $3,032
Accounts Payable and Accrued Expenses$30,723$32,371▲ $1,648
Total Liabilities$7,126,817$4,054,500▼ $3,072,317
Net Assets / Fund Balance
Unrestricted Net Assets$-877,624$2,138,334▲ $3,015,958
Total Net Assets Fund Balance$-877,624$2,138,334▲ $3,015,958
Total Liabilities and Net Assets / Fund Balance$6,249,193$6,192,834▼ $56,359

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,009,284$906,682$5,915,966
Buildings-$1,918,055$1,918,055
Equipment-$97,585$97,585
Land$50,000-$50,000
Other Assets Org$23,062--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Donald BallTrustee
Kenneth MorganTrustee
Kerry CartwrightTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,022,669
Investment Income
$368
Other Revenue
$14,524
Change in Net Assets
$12,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,037,561
Total Revenue per Audited Statements
$1,037,561
Total Revenue per Form 990
$1,037,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$866,347
Salaries, Compensation, and Employee Benefits$158,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$198,094--$198,094
Interest$178,636--$178,636
Other Salaries and Wages$140,675--$140,675
Insurance$98,345--$98,345
Fees for Services Management$57,504--$57,504
All Other Expenses$31,940--$31,940
Other Expenses$21,070--$21,070
Office Expenses$19,226--$19,226
Fees for Services Other$12,191--$12,191
Payroll Taxes$11,840--$11,840
Fees for Services Accounting$9,000--$9,000
Other Employee Benefits$6,130--$6,130
Conferences and Meetings$484--$484
Fees for Services Legal$428--$428
Total Functional Expenses$1,024,992$0$0$1,024,992

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,024,992
Total Expenses per Audited Statements$1,024,992
Total Expenses per Form 990$1,024,992
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
Tenant Security Deposits$16,329
Accrued Interest Mortgage$14,252
Prepaid Rent$5,256
Accrued Interest$510
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
2017-09-05
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

“Prior period adjustment- texas department of hous 3,003,389”

Raw XML Appendix373 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/EquipmentGrp/DepreciationAmt097585
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt097585
IRS990ScheduleD/ExpensesSubtotalAmt01024992
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0394692
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt150811
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt223062
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05009284
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0906682
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05915966
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST MORTGAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED INTEREST
IRS990ScheduleD/RevenueSubtotalAmt01037561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05059284
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0468565
IRS990ScheduleD/TotalExpensesPerForm990Amt01024992
IRS990ScheduleD/TotalLiabilityAmt036347
IRS990ScheduleD/TotalRevenuePerForm990Amt01037561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01037561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01024992
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW AND APPROVE AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT- TEXAS DEPARTMENT OF HOUS 3,003,389
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/TotalAssetsBOYAmt06249193
IRS990/TotalAssetsEOYAmt06192834
IRS990/TotalAssetsGrp/BOYAmt06249193
IRS990/TotalAssetsGrp/EOYAmt06192834
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01024992
IRS990/TotalFunctionalExpensesGrp/TotalAmt01024992
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07126817
IRS990/TotalLiabilitiesEOYAmt04054500
IRS990/TotalLiabilitiesGrp/BOYAmt07126817
IRS990/TotalLiabilitiesGrp/EOYAmt04054500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-877624
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02138334
IRS990/TotalProgramServiceExpensesAmt01024992
IRS990/TotalProgramServiceRevenueAmt01022669
IRS990/TotalRevenueGrp/ExclusionAmt0368
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01037193
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01037561
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06249193
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06192834
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-877624
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02138334
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098338947
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B1D31E76CD1C70699A781690D44F456F7344810
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/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY S WHIDDON CPA
ReturnHeader/ReturnTs02017-09-27T10:21:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,192,834
Liabilities
$4,054,500
Net assets
$2,138,334
Revenue
$1,037,561
Expenses
$1,024,992
Net income
$12,569
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