Civic Intelligence

Brookhaven Square 3Rd & 4Th Additions Homeowners Association

EIN 01-0726041 • 501(c)4 • Norman, OK

Profile

Homeowner's Association

PO Box 720096Norman, OK 73070-4074
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

7.4%

Faster revenue growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,563

Down $8,910 (-16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$47,563

Down $8,910 (-16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$72,615

Up $5,033 (+7.4%) from 2024

Expenses

Up

$81,525

Up $17,284 (+27%) from 2024

Net Income

Down

-$8,910

Down $12,251 (-367%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$80K$60K$40K$20K$0Assets 2011: $11,998Liabilities 2011: $02011Assets 2012: $19,240Liabilities 2012: $02012Assets 2013: $34,875Liabilities 2013: $02013Assets 2014: $64,158Liabilities 2014: $02014Assets 2015: $75,438Liabilities 2015: $02015Assets 2016: $44,299Liabilities 2016: $02016Assets 2017: $57,429Liabilities 2017: $02017Assets 2018: $70,299Liabilities 2018: $02018Assets 2019: $59,190Liabilities 2019: $02019Assets 2020: $56,317Liabilities 2020: $02020Assets 2022: $56,233Liabilities 2022: $0Net Assets 2022: $56,2332022Assets 2023: $53,132Liabilities 2023: $0Net Assets 2023: $53,1322023Assets 2024: $56,473Liabilities 2024: $0Net Assets 2024: $56,4732024Assets 2025: $47,563Net Assets 2025: $47,5632025

Highlighted filing

2025

Assets$47,563
Liabilities-
Net Assets$47,563
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$100K$50K$0-$50KRevenue 2011: $48,618Expenses 2011: $47,124Net Income 2011: $1,4942011Revenue 2012: $54,137Expenses 2012: $46,895Net Income 2012: $7,2422012Revenue 2013: $55,697Expenses 2013: $40,062Net Income 2013: $15,6352013Revenue 2014: $56,432Expenses 2014: $62,313Net Income 2014: -$5,8812014Revenue 2015: $56,602Expenses 2015: $45,322Net Income 2015: $11,2802015Revenue 2016: $57,221Expenses 2016: $53,196Net Income 2016: $4,0252016Revenue 2017: $58,919Expenses 2017: $45,789Net Income 2017: $13,1302017Revenue 2018: $59,777Expenses 2018: $46,907Net Income 2018: $12,8702018Revenue 2019: $61,049Expenses 2019: $72,158Net Income 2019: -$11,1092019Revenue 2020: $61,528Expenses 2020: $64,401Net Income 2020: -$2,8732020Revenue 2022: $61,408Expenses 2022: $58,588Net Income 2022: $2,8202022Revenue 2023: $61,408Expenses 2023: $64,509Net Income 2023: -$3,1012023Revenue 2024: $67,582Expenses 2024: $64,241Net Income 2024: $3,3412024Revenue 2025: $72,615Expenses 2025: $81,525Net Income 2025: -$8,9102025

Highlighted filing

2025

Revenue$72,615
Expenses$81,525
Net Income-$8,910
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$47,563
Liabilities
-
Net assets
$47,563
Revenue
$72,615
Expenses
$81,525
Net income
-$8,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$47.6$72.6$81.5$8.91
2024Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$67.6$64.2$3.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.1$0.00$53.1$61.4$64.5$3.10
2022Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$61.4$58.6$2.82
2020Summary only. Only limited summary data is available for this year.$56.3$0.00$61.5$64.4$2.87
2019Summary only. Only limited summary data is available for this year.$59.2$0.00$61.0$72.2$11.1
2018Summary only. Only limited summary data is available for this year.$70.3$0.00$59.8$46.9$12.9
2017Summary only. Only limited summary data is available for this year.$57.4$0.00$58.9$45.8$13.1
2016Summary only. Only limited summary data is available for this year.$44.3$0.00$57.2$53.2$4.03
2015Summary only. Only limited summary data is available for this year.$75.4$0.00$56.6$45.3$11.3
2014Summary only. Only limited summary data is available for this year.$64.2$0.00$56.4$62.3$5.88
2013Summary only. Only limited summary data is available for this year.$34.9$0.00$55.7$40.1$15.6
2012Summary only. Only limited summary data is available for this year.$19.2$0.00$54.1$46.9$7.24
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$48.6$47.1$1.49
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 28, 2024
Signed
Jul 13, 2024
Return Version
2023v5.0
Gross Receipts
$67,582
Mission and Program Overview

Mission

Homeowners association .

Homeowner's Association

Program Services

DescriptionGrantsExpenses
Maintenance for common areas-$46,166
Utilities for common areas-$7,265
Insurance for common areas-$7,124
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannie MessinaTreasurer-$0--
Margaret SchafferSecretary-$0--
Lawrence McKinneyPresidentPT$0--
Jann KnottsDirector-$0--
Rick SagerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Brookhaven Square 3rd & 4th Additions Homeowners Association
EIN
01-0726041
Phone
5807611979
Address
PO BOX 720096, NORMAN, OK 73070-4074

Signing Officer

Name
Cheryl Carlton
Title
Treasurer
Phone
5807611979
Signed
2024-07-13
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Tax program 90 Flags Insurance Lights Real Estate Tax Misc”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cheryl Carlton
IRS990EZ/BooksInCareOfDetail/PhoneNum05807611979
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0353 Saint Clair Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Norman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0730724768
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053132
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03341
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053132
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056473
IRS990EZ/GrossReceiptsAmt067582
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067582
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053132
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053132
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056473
IRS990EZ/OccupancyRentUtltsAndMaintAmt055670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeannie Messina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Margaret Schaffer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lawrence McKinney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jann Knotts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rick Sager
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt07860
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowner's Association
IRS990EZ/PrintingPublicationsPostageAmt0711
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance for common areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Insurance for common areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Utilities for common areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17124
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27265
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt064241
IRS990EZ/TotalProgramServiceExpensesAmt060555
IRS990EZ/TotalRevenueAmt067582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax program 90 Flags Insurance Lights Real Estate Tax Misc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Carlton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05807611979
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKHAVEN SQUARE 3RD & 4TH ADDITIONS HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0010726041
ReturnHeader/Filer/PhoneNum05807611979
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 720096
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730704074
ReturnHeader/ReturnTs02024-07-13T16:25:43Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-28
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.