Civic Intelligence

Union Acres Trust

990 • Fiscal year 2018 • EIN 75-1370090

Jun 01, 2017 to May 31, 2018 • Filed on Sep 04, 2018

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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

3.70x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

36th percentile

-0.3%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.5%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$6,031,671

Down $161,163 (-2.6%) from 2017

Net Assets

Down

$2,135,326

Down $3,008 (-0.1%) from 2017

Liabilities

Down

$3,896,345

Down $158,155 (-3.9%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin36th percentile

Revenue

Up

$1,053,386

Up $15,825 (+1.5%) from 2017

Expenses

Up

$1,056,394

Up $31,402 (+3.1%) from 2017

Net Income

Down

-$3,008

Down $15,577 (-124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2018

Assets$6,031,671
Liabilities$3,896,345
Net Assets$2,135,326
Open 2018 Filing

Operations Trend

Revenue Growth43rd 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

2018

Revenue$1,053,386
Expenses$1,056,394
Net Income-$3,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 4, 2018
Return Version
2017v2.3
Gross Receipts
$1,053,386
Mission and Program Overview

Mission

LOW RENT HOUSING PROJECT

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,059,284$4,863,536▼ $195,748
Cash and Non-Interest-Bearing Accounts$372,318$359,147▼ $13,171
Intangible Assets$240,430$233,752▼ $6,678
Prepaid Expenses and Deferred Charges$47,081$43,747▼ $3,334
Accounts Receivable$5,156$11,491▲ $6,335
Total Assets$6,192,834$6,031,671▼ $161,163
Other Assets Total$468,565$519,998▲ $51,433
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,985,782$3,829,693▼ $156,089
Other Liabilities$36,347$41,085▲ $4,738
Accounts Payable and Accrued Expenses$32,371$25,567▼ $6,804
Total Liabilities$4,054,500$3,896,345▼ $158,155
Net Assets / Fund Balance
Unrestricted Net Assets$2,138,334$2,135,326▼ $3,008
Total Net Assets Fund Balance$2,138,334$2,135,326▼ $3,008
Total Liabilities and Net Assets / Fund Balance$6,192,834$6,031,671▼ $161,163

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,813,536$1,104,779$5,918,315
Buildings-$1,918,055$1,918,055
Equipment-$97,585$97,585
Land$50,000-$50,000
Other Assets Org$24,446--
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
$1,031,324
Investment Income
$415
Other Revenue
$21,647
Change in Net Assets
$-3,008

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,053,386
Total Revenue per Audited Statements
$1,053,386
Total Revenue per Form 990
$1,053,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$904,748
Salaries, Compensation, and Employee Benefits$151,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$198,097--$198,097
Interest$175,827--$175,827
Other Salaries and Wages$135,464--$135,464
Insurance$93,674--$93,674
Fees for Services Management$57,819--$57,819
Other Expenses$32,583--$32,583
All Other Expenses$29,901--$29,901
Office Expenses$21,204--$21,204
Fees for Services Other$12,595--$12,595
Payroll Taxes$11,787--$11,787
Fees for Services Accounting$9,146--$9,146
Other Employee Benefits$4,395--$4,395
Fees for Services Legal$1,163--$1,163
Conferences and Meetings$379--$379
Total Functional Expenses$1,056,394$0$0$1,056,394

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,056,394
Total Expenses per Audited Statements$1,056,394
Total Expenses per Form 990$1,056,394
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$16,606
Accrued Interest Mortgage$14,105
Prepaid Rent$10,002
Accrued Interest$372
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
2018-09-04
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
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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/OtherCostOrOtherBasisAmt097585
IRS990ScheduleD/ExpensesSubtotalAmt01056394
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0441107
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt154445
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt224446
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04813536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01104779
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05918315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt210002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3372
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST MORTGAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED INTEREST
IRS990ScheduleD/RevenueSubtotalAmt01053386
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04863536
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0519998
IRS990ScheduleD/TotalExpensesPerForm990Amt01056394
IRS990ScheduleD/TotalLiabilityAmt041085
IRS990ScheduleD/TotalRevenuePerForm990Amt01053386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01053386
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01056394
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW AND APPROVE AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06192834
IRS990/TotalAssetsEOYAmt06031671
IRS990/TotalAssetsGrp/BOYAmt06192834
IRS990/TotalAssetsGrp/EOYAmt06031671
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01056394
IRS990/TotalFunctionalExpensesGrp/TotalAmt01056394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04054500
IRS990/TotalLiabilitiesEOYAmt03896345
IRS990/TotalLiabilitiesGrp/BOYAmt04054500
IRS990/TotalLiabilitiesGrp/EOYAmt03896345
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02138334
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02135326
IRS990/TotalProgramServiceExpensesAmt01056394
IRS990/TotalProgramServiceRevenueAmt01031324
IRS990/TotalRevenueGrp/ExclusionAmt0415
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01052971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01053386
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06192834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06031671
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02138334
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02135326
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098338947
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
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/AtSubmissionCreationDeviceId048FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0898C1895B8F201315E3AD013D20E33E4FB790411
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:46
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/PreparationDt02018-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY S WHIDDON CPA
ReturnHeader/ReturnTs02018-09-06T14:25:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,031,671
Liabilities
$3,896,345
Net assets
$2,135,326
Revenue
$1,053,386
Expenses
$1,056,394
Net income
-$3,008
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