Civic Intelligence

Ta Initiative

EIN 84-3897453 • 501(c)3 • Houston, TX

Profile

To help and educate underserved individuals by providing help and sustenance to ultimately improve their quality of life; to offer rental for low to moderate income residents and to offer loans to residents who cannot qualify for loans with traditional banks.

8388 W Sam Houston Pkwy 188Houston, TX 77072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.08x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.8%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,792,985

Up $232,701 (+15%) from 2022

Liabilities

Up

$31,050

Up $17,281 (+126%) from 2022

Net Assets

Up

$1,761,935

Up $215,420 (+14%) from 2022

Revenue

Up

$399,959

Up $25,446 (+6.8%) from 2022

Expenses

Up

$350,577

Up $227,867 (+186%) from 2022

Net Income

Down

$49,382

Down $202,421 (-80%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $792,182Liabilities 2020: $0Net Assets 2020: $792,1822020Assets 2022: $1,560,284Liabilities 2022: $13,769Net Assets 2022: $1,546,5152022Assets 2024: $1,792,985Liabilities 2024: $31,050Net Assets 2024: $1,761,9352024

Highlighted filing

2024

Assets$1,792,985
Liabilities$31,050
Net Assets$1,761,935

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2020: $790,900Expenses 2020: $70,350Net Income 2020: $720,5502020Revenue 2022: $374,513Expenses 2022: $122,710Net Income 2022: $251,8032022Revenue 2024: $399,959Expenses 2024: $350,577Net Income 2024: $49,3822024

Highlighted filing

2024

Revenue$399,959
Expenses$350,577
Net Income$49,382

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$525,638
Mission and Program Overview

Mission

To help and educate underserved individuals by providing help and sustenance to ultimately improve their quality of life; to offer rental for low to moderate income residents and to offer loans to residents who cannot qualify for loans with traditional banks.

To help and educate underserved individuals; low income housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,712,553$1,761,935▲ $49,382
Land, Buildings, and Equipment, Net$728,986$700,840▼ $28,146
Investments Program Related$290,000$290,000→ $0
Savings and Temporary Cash Investments$214,331$265,537▲ $51,206
Cash and Non-Interest-Bearing Accounts$211,172$236,608▲ $25,436
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,744,489$1,792,985▲ $48,496
Other Assets Total$300,000$300,000→ $0
Liabilities
Other Liabilities$31,936$31,050▼ $886
Total Liabilities$31,936$31,050▼ $886
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,712,553$1,761,935▲ $49,382
Total Liabilities and Net Assets / Fund Balance$1,744,489$1,792,985▲ $48,496

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$585,264$69,665$654,929
Land$115,576-$115,576
Investment Program Related Org$290,000--
Other Assets Org$300,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Haikhanh TranDirector
Thy NguyenDirector
Trina DoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$308,723
Program Service Revenue
$45,136
Investment Income
$46,100
Other Revenue
$0
All Other Contributions
$225,000
Change in Net Assets
$49,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,177
Grants and Similar Amounts Paid$86,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$96,630--$96,630
Grants to Domestic Orgs$86,400--$86,400
Insurance$29,531--$29,531
Occupancy$27,572--$27,572
Depreciation Depletion$26,212--$26,212
Advertising$12,910--$12,910
Fees for Services Management$6,000--$6,000
Fees for Services Accounting-$5,617-$5,617
Fees for Services Legal-$4,380-$4,380
Other Expenses$1,415$115-$1,415
Total Functional Expenses$340,465$10,112$0$350,577
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
Security Deposits$20,773
Cash/escrow Transferred With Rental Donations$10,277
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section B, Line 11B

The directors of the organization are e-mailed a copy of the form 990 for review prior to electronic filing of the tax return.

Form 990, Part VI, Section B, Line 12C

The directors and officers must annually sign a document that they have received, read and agree to abide by the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request

Filing and Contact Details

Filer

Filer Name
Ta Initiative
EIN
84-3897453
Phone
8327040340
Address
8388 W SAM HOUSTON PKWY 188, HOUSTON, TX 77072

Signing Officer

Name
Haikhanh Tran
Title
Director
Phone
8327040340
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Haikhanh Tran
Formed
2019
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Anderson Global Business Group LLC
Address
3225 MCLEOD DRIVE, LAS VEGAS, NV 89121
Preparer
Karim Hanafy
Phone
8889692677
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Leasing commission: program service expenses 7,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,625. Rent concessions: program service expenses 89,005. Management and general expenses 0. Fundraising expenses 0. Total expenses 89,005.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTORS OF THE ORGANIZATION ARE E-MAILED A COPY OF THE FORM 990 FOR REVIEW PRIOR TO ELECTRONIC FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTORS AND OFFICERS MUST ANNUALLY SIGN A DOCUMENT THAT THEY HAVE RECEIVED, READ AND AGREE TO ABIDE BY THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEASING COMMISSION: PROGRAM SERVICE EXPENSES 7,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,625. RENT CONCESSIONS: PROGRAM SERVICE EXPENSES 89,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,005.
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ELGIN CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1HYACINTH CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2MACADAMIA CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3HAZELNUT CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt4PERSIMMON CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt5MARCONA CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt6PISTACHIO CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt7CASHEW CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt8BARU CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt9PILI CREEK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0813304275
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1823445267
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2851081786
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN3851013466
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN4851051732
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN5880919731
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN6880841609
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN7880815767
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN8990483342
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN9990442528
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt086713
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt1132045
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt298948
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt390549
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt4121051
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt5300000
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt68504
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt7114407
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt80
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt9117080
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd4TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd5TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd6TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd7TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd8TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd9TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt4RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt5RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt6RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt7RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt8RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt9RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0-11017
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt1-4980
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt24429
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt3-2171
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt4-5500
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt5-83039
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt614214
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt7-672
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt80
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt9-17987
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt08388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt18388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt28388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt38388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt48388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt58388 W SAM HOUSTON PKWY188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt68388 W SAM HOUSTON PKWY188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt78388 W SAM HOUSTON PKWY188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt88388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt98388 W SAM HOUSTON PARKWAY 188
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm2HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm3HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm4HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm5HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm6HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm7HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm8HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm9HOUSTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd2TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd3TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd4TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd5TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd6TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd7TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd8TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd9TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd077072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd177072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd277072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd377072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd477072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd577072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd677072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd777072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd877072
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd977072
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01744489
IRS990/TotalAssetsEOYAmt01792985
IRS990/TotalAssetsGrp/BOYAmt01744489
IRS990/TotalAssetsGrp/EOYAmt01792985
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0308723
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0340465
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031936
IRS990/TotalLiabilitiesEOYAmt031050
IRS990/TotalLiabilitiesGrp/BOYAmt031936

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