Civic Intelligence

Union Acres Trust

990 • Fiscal year 2021 • EIN 75-1370090

Jun 01, 2020 to May 31, 2021 • Filed on Oct 08, 2021

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

85th percentile

0.67x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

2.98x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

15th percentile

-7.2%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

14th percentile

-3.4%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

5.3%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$5,054,805

Down $179,303 (-3.4%) from 2020

Net Assets

Down

$1,676,315

Down $81,325 (-4.6%) from 2020

Liabilities

Down

$3,378,490

Down $97,978 (-2.8%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin15th percentile

Revenue

Up

$1,131,908

Up $57,443 (+5.3%) from 2020

Expenses

Up

$1,213,233

Up $95,375 (+8.5%) from 2020

Net Income

Down

-$81,325

Down $37,932 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2021

Assets$5,054,805
Liabilities$3,378,490
Net Assets$1,676,315
Open 2021 Filing

Operations Trend

Revenue Growth40th 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

2021

Revenue$1,131,908
Expenses$1,213,233
Net Income-$81,325
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 8, 2021
Return Version
2020v4.0
Gross Receipts
$1,131,908
Mission and Program Overview

Mission

LOW RENT HOUSING PROJECT

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,479,795$4,280,345▼ $199,450
Prepaid Expenses and Deferred Charges$52,542$65,487▲ $12,945
Cash and Non-Interest-Bearing Accounts$91,678$34,737▼ $56,941
Accounts Receivable$7,758$9,181▲ $1,423
Total Assets$5,234,108$5,054,805▼ $179,303
Other Assets Total$602,335$665,055▲ $62,720
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,398,647$3,313,273▼ $85,374
Other Liabilities$53,010$40,267▼ $12,743
Accounts Payable and Accrued Expenses$24,811$24,950▲ $139
Total Liabilities$3,476,468$3,378,490▼ $97,978
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,757,640$1,676,315▼ $81,325
Total Net Assets Fund Balance$1,757,640$1,676,315▼ $81,325
Total Liabilities and Net Assets / Fund Balance$5,234,108$5,054,805▼ $179,303

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,218,663$1,699,652$5,918,315
Buildings$11,682$1,921,284$1,932,966
Equipment-$97,585$97,585
Land$50,000-$50,000
Other Assets Org$19,078--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Donald BallTrustee
Kenneth MorganTrustee
Kerry CartwrightTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,100,595
Investment Income
$474
Other Revenue
$30,839
Change in Net Assets
$-81,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,131,908
Total Revenue per Audited Statements
$1,131,908
Total Revenue per Form 990
$1,131,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,071,659
Salaries, Compensation, and Employee Benefits$141,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$199,450--$199,450
Interest$174,795--$174,795
Other Salaries and Wages$125,666--$125,666
Insurance$104,048--$104,048
Fees for Services Management$61,121--$61,121
Other Expenses$36,351--$36,351
All Other Expenses$28,912--$28,912
Office Expenses$20,365--$20,365
Fees for Services Other$12,825--$12,825
Payroll Taxes$10,552--$10,552
Fees for Services Accounting$9,224--$9,224
Other Employee Benefits$5,356--$5,356
Conferences and Meetings$49--$49
Total Functional Expenses$1,213,233$0$0$1,213,233

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,213,233
Total Expenses per Audited Statements$1,213,233
Total Expenses per Form 990$1,213,233
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$17,949
Accrued Interest Mortgage$13,617
Prepaid Rent$8,429
Accrued Interest$272
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 35% controlled entity
No
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
2021-10-08
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, Page 2, Part III, Line 4D

“LOW RENT HOUSING PROJECT”

Raw XML Appendix379 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/CurrentTaxYearAmt01131908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01074465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01044398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01053386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01037561
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05341718
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011682
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01921284
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01932966
IRS990ScheduleD/EquipmentGrp/DepreciationAmt097585
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt097585
IRS990ScheduleD/ExpensesSubtotalAmt01213233
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0585882
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt160095
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt219078
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04218663
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01699652
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05918315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017949
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28429
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST MORTGAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED INTEREST
IRS990ScheduleD/RevenueSubtotalAmt01131908
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04280345
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0665055
IRS990ScheduleD/TotalExpensesPerForm990Amt01213233
IRS990ScheduleD/TotalLiabilityAmt040267
IRS990ScheduleD/TotalRevenuePerForm990Amt01131908
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01131908
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01213233
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOW RENT HOUSING PROJECT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW AND APPROVE AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05234108
IRS990/TotalAssetsEOYAmt05054805
IRS990/TotalAssetsGrp/BOYAmt05234108
IRS990/TotalAssetsGrp/EOYAmt05054805
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01213233
IRS990/TotalFunctionalExpensesGrp/TotalAmt01213233
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03476468
IRS990/TotalLiabilitiesEOYAmt03378490
IRS990/TotalLiabilitiesGrp/BOYAmt03476468
IRS990/TotalLiabilitiesGrp/EOYAmt03378490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01757640
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01676315
IRS990/TotalProgramServiceExpensesAmt01213233
IRS990/TotalProgramServiceRevenueAmt01100595
IRS990/TotalRevenueGrp/ExclusionAmt0474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01131434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01131908
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05234108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05054805
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04098338947
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-08
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/PreparationDt02021-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY S WHIDDON CPA
ReturnHeader/ReturnTs02021-10-11T17:24:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALL
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,054,805
Liabilities
$3,378,490
Net assets
$1,676,315
Revenue
$1,131,908
Expenses
$1,213,233
Net income
-$81,325
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