LULAC HACIENDA APARTMENTS A TRUST

Address
8610 N NEW BRAUNFELS Room 500
SAN ANTONIO, TX 782176397
Contact
Phone: +1 (210) 821-4300
Nonprofit
NTEE: S21 - Community Coalitions
EIN: 74-6317758

Mission

As a nonprofit organization, provides low-income housing for elderly and handicapped familes pursuant to Section 202 of the National Housing Act and resident social services for these families.
 20122012201120102009
Basic features of the organization
Year of formation1982
Metropolitan statistical area1880
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00$0.00$0.00 
Number of employees0000 
Personnel
Bonilla, William
TitleChairpersonChairpersonChairmanChairman 
Name of key/compensated personWilliam D BonillaWilliam D BonillaWilliam BonillaWilliam D Bonilla 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrue  True 
Average hours per week working for org001.00000.50000.50000.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Henderson, M
TitleManagement Agent CFO - See Sch OManagement Agent CFO - See Sch O   
Name of key/compensated personM Steven HendersonM Steven Henderson   
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org001.00000.20   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Martinez, Walter
Title  Management Agent President - See Sch OManagement Agent President 
Name of key/compensated person  Walter MartinezWalter Martinez 
Position of compensated person
Current officer  TrueTrue 
Average hours per week working for org  002.00002.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Piette, Gilbert
TitleManagement Agent President - See Sch OManagement Agent President - See Sch O   
Name of key/compensated personGilbert M PietteGilbert M Piette   
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org000.20000.20   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesAs a nonprofit organization, provides low-income housing and social services for elderly and handicapped familes.As a nonprofit organization, provides low-income housing and social services for elderly and handicapped familes.As a nonprofit organization, provides low-income housing and social services for elderly and handicapped familes. As a nonprofit organization, provides low-income housing and social services for elderly and handicapped familes.0 As a nonprofit organization, preseve low-income housing for elderly and handicapped familes 
Program service expenses, total$134,928.00$474,521.00$404,177.00$424,614.00 
Programs, including revenue & expenses
Provided low-income housing to 60 families needing public assistance as regulated by the U.S Department of HUD under Section 202 of the National Housing Act. Provided on-site social and referral services for the residents as well as assisted in the funding and operation of an on-site food bank.
Program expenses$134,928.00$474,521.00$404,177.00$424,614.00 
Program revenue$145,004.00$519,550.00$516,790.00$501,549.00 
Program descriptionProvided low-income housing to 60 families needing public assistance as regulated by the U.S Department of HUD under Section 202 of the National Housing Act. Provided on-site social and referral services for the residents as well as assisted in the funding and operation of an on-site food bank.Provided low-income housing to 60 families needing public assistance as regulated by the U.S Department of HUD under Section 202 of the National Housing Act. Provided on-site social and referral services for the residents as well as assisted in the funding and operation of an on-site food bank.Provided low-income housing to 60 families needing public assistance as regulated by the U.S Department of HUD under Section 202 of the National Housing Act. Provided on-site social and referral services for the residents as well as assisted in the funding and operation of an on-site food bank.Provided low-income housing to 60 families needing public assistance as regulated by the U.S Department of HUD under Section 202 of the National Housing Act. Provided on-site social and referral services for the residents as well as assisted in the funding and operation of an on-site food bank. 
Financial data
Revenue
Total revenue$1,293,176.00$520,221.00$516,904.00$503,667.00 
Revenue from contributions (total)   $0.00$0.00
Investment income, current yr$1,148,172.00$671.00$114.00$2,118.00 
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00 
Total unrelated business revenue$0.00$0.00$0.00$0.00 
Other revenue, current yr$1,859.00$1,942.00$2,076.00$2,536.00 
Program service revenue (total)$143,145.00$517,608.00$514,714.00$499,013.00$486,526.00
Gross receipts$1,854,563.00$520,221.00$516,904.00$503,667.00 
Other types of revenue
Miscellaneous revenue (total)$1,859.00$1,942.00$2,076.00$2,536.00 
Income from dividends, interest, and similar investments$310.00$671.00$114.00$2,118.00 
Net rental income   $0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$134,928.00$474,521.00$404,177.00$424,614.00 
Total functional expenses: program service $134,928.00$474,521.00$404,177.00$424,614.00 
Total functional expenses: management and general$0.00$0.00$0.00$0.00 
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00 
Legal fees (total)$0.00$0.00$0.00$0.00 
Fundraising service fees (total)$0.00$0.00$0.00$0.00 
General management fees (total)$9,011.00$32,726.00$32,594.00$31,623.00 
Investment management fees (total)$0.00$0.00$0.00$0.00 
Assets and liabilities
Total assets$0.00$607,161.00$636,533.00$588,076.00$571,000.00
Total assets, beginning of year$607,161.00$636,533.00$588,076.00$571,000.00 
Total liabilities$0.00$1,515,409.00$1,590,481.00$1,654,751.00$1,716,728.00
Total liabilities, beginning of year$1,515,409.00$1,590,481.00$1,654,751.00$1,716,728.00 
Unrestricted net assets, end of yr -$908,248.00-$953,948.00-$1,066,675.00 
Net assets$0.00-$908,248.00-$953,948.00-$1,066,675.00 
Net assets, beginning of year-$908,248.00-$953,948.00-$1,066,675.00-$1,145,728.00 
Other assets $288,876.00$291,021.00$250,757.00 
Cash: non-interest bearing $250.00$250.00$250.00 
Cash: non-interest bearing, beginning of year$250.00$250.00$250.00$250.00 
Escrow or custodial account liability $12,628.00$12,620.00$12,118.00 
Other financial variables
Revenue less expenses$1,158,248.00$45,700.00$112,727.00$79,053.00 
Advertising (total)$0.00$524.00$275.00$275.00 
Savings & temp cash investment $47,749.00$64,907.00$58,720.00 
Accounts receivable, net $183.00$555.00$1,131.00 
Prepaid expenses & deferred charges $16,619.00$13,934.00$13,494.00 
Accounts payable & accrued expenses $23,074.00$25,436.00$22,790.00 
Deferred revenue $631.00$67.00$654.00 
Secured mortgages and notes payable $1,479,076.00$1,552,358.00$1,619,189.00 
Total net assets or fund balances$0.00-$908,248.00-$953,948.00-$1,066,675.00 
Depreciation, depletion, amortization$5,926.00$20,984.00$19,361.00$18,684.00 
Payment to affiliates$0.00$0.00$0.00$0.00 
Governance and accountability
Number of voting members1111 
Number of independent voting members1111 
Financial sheets audited TrueTrueTrue 
Discontinued or disposed >25% of net assetsTrue    
Accrual accountingTrueTrueTrueTrue 
Tax year start date2012-09-012011-09-012010-09-012009-09-01 
Tax year end date2012-12-012012-08-012011-08-012010-08-012009-08-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990 
Reason for form submission
Final return / terminatedTrue    
Date e-filing submitted2014-01-062013-02-142012-07-062011-07-12 
IRS schema version2012v2.22011v1.22010v3.42009v1.4 
Filing identifier201313199349306671201300119349300030201211449349300336201111889349301106 
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