Civic Intelligence

Jacobs Reserve Homeowners

990 • Fiscal year 2020 • EIN 01-0900802

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization Profilejacobsreservetx.org
13231 Champion Forest Drive Ste 112Houston, TX 77069

(281) 857-6027

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.28x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.46x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-0.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,674,652

Up $178,235 (+12%) from 2019

Net Assets

Up

$1,198,511

Up $173,171 (+17%) from 2019

Liabilities

Up

$476,141

Up $5,064 (+1.1%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin56th percentile

Revenue

Down

$1,038,291

Down $7,170 (-0.7%) from 2019

Expenses

Down

$902,870

Down $57,200 (-6.0%) from 2019

Net Income

Up

$135,421

Up $50,030 (+59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2018: $1,341,180Liabilities 2018: $472,310Net Assets 2018: $868,8702018Assets 2019: $1,496,417Liabilities 2019: $471,077Net Assets 2019: $1,025,3402019Assets 2020: $1,674,652Liabilities 2020: $476,141Net Assets 2020: $1,198,5112020Assets 2021: $1,886,037Liabilities 2021: $457,410Net Assets 2021: $1,428,6272021Assets 2022: $2,103,900Liabilities 2022: $602,301Net Assets 2022: $1,501,5992022Assets 2023: $2,029,779Liabilities 2023: $535,354Net Assets 2023: $1,494,4252023Assets 2024: $2,000,673Liabilities 2024: $558,191Net Assets 2024: $1,442,4822024

Highlighted filing

2020

Assets$1,674,652
Liabilities$476,141
Net Assets$1,198,511
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,292,251Expenses 2018: $857,961Net Income 2018: $434,2902018Revenue 2019: $1,045,461Expenses 2019: $960,070Net Income 2019: $85,3912019Revenue 2020: $1,038,291Expenses 2020: $902,870Net Income 2020: $135,4212020Revenue 2021: $1,101,066Expenses 2021: $904,700Net Income 2021: $196,3662021Revenue 2022: $1,060,144Expenses 2022: $1,015,172Net Income 2022: $44,9722022Revenue 2023: $1,107,911Expenses 2023: $1,164,262Net Income 2023: -$56,3512023Revenue 2024: $1,156,326Expenses 2024: $1,187,159Net Income 2024: -$30,8332024

Highlighted filing

2020

Revenue$1,038,291
Expenses$902,870
Net Income$135,421
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Gross Receipts
$1,038,291
Mission and Program Overview

Mission

To provide for the preservation, administration, and maintenance of common areas of the association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,025,340$1,198,511▲ $173,171
Cash and Non-Interest-Bearing Accounts$800,171$890,178▲ $90,007
Savings and Temporary Cash Investments$639,538$730,879▲ $91,341
Accounts Receivable$16,397$32,542▲ $16,145
Prepaid Expenses and Deferred Charges$19,888$21,053▲ $1,165
Total Assets$1,496,417$1,674,652▲ $178,235
Other Assets Total$20,423--
Liabilities
Deferred Revenue$419,956$403,593▼ $16,363
Other Liabilities$31,750$48,750▲ $17,000
Accounts Payable and Accrued Expenses$19,371$23,798▲ $4,427
Total Liabilities$471,077$476,141▲ $5,064
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,025,340$1,198,511▲ $173,171
Total Liabilities and Net Assets / Fund Balance$1,496,417$1,674,652▲ $178,235
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Jeffrey JacobPresident
Craig GorewitzVice President
George ZenhyeDirector
Trista JohnsonSecretary
John KellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,004,206
Investment Income
$3,967
Other Revenue
$30,118
Change in Net Assets
$135,421

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,038,291
Total Revenue per Audited Statements
$1,038,291
Total Revenue per Form 990
$1,038,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$902,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$284,543--$284,543
Fees for Services Management-$77,004-$77,004
Other Expenses$48,344--$48,344
Insurance$24,604--$24,604
Office Expenses-$16,767-$16,767
Fees for Services Legal-$10,572-$10,572
Total Functional Expenses$798,527$104,343$0$902,870

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$902,870
Total Expenses per Audited Statements$902,870
Total Expenses per Form 990$902,870
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$48,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“The Association has a managing agent to oversee daily operations at the direction of the Board.”

Members or stockholder classes and rights Part VI line 6

“Each property owner is an Association member with voting rights.”

Member election for additional members Part VI line 7A

“Owner/members elect the Board of Directors.”

Governing body decisions Part VI line 7B

“ByLaw revisions require the vote of all members.”

Governing body meeting documentation Part VI line 8A

“Minutes are taken and maintained for Board of Director meetings.”

Form 990 governing body review Part VI line 11

“Form 990 is provided to the Board for review and approval prior to submission.”

Governing documents etc available to public Part VI line 19

“Governing documents are provided to each purchaser/owner and upon request of the managing agent.”

Filing and Contact Details

Filer

Filer Name
Jacobs Reserve Hoa Inc
EIN
01-0900802
Address
13231 CHAMPION FOREST DRIVE STE 112, Houston, TX 77069

Signing Officer

Name
Jeffrey P Jacob
Title
President
Phone
7136470007
Signed
2021-10-22
Discuss with paid preparer
No

Organization Details

Formed
2007
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Cox CPA Services Inc
Address
974 Campbell Road Suite 106, Houston, TX 77024
Preparer
Teresa Cox CPA
Phone
7136470007
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Capital Contributions 28,000 Prior period adjustment 43,079”

List of other expenses Part IX line 24E

“Bad debt 451Clubhouse 15,930Community events 112,278Lake Maintenance 9,205Pest Control 2,761Property Taxes 3,366Repairs/Maintenance 52,832Security 87,720----------------------------Total 284,543”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bad debt 451Clubhouse 15,930Community events 112,278Lake Maintenance 9,205Pest Control 2,761Property Taxes 3,366Repairs/Maintenance 52,832Security 87,720----------------------------Total 284,543
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IRS990/TotalProgramServiceExpensesAmt0798527
IRS990/TotalProgramServiceRevenueAmt01004206
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01038291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01038291
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01496417
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01674652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey P Jacob
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07136470007
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBS RESERVE HOA INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0010900802
ReturnHeader/Filer/USAddress/AddressLine1Txt013231 CHAMPION FOREST DRIVE STE 112
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271016343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox CPA Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0974 Campbell Road Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07136470007
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Cox CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T19:39:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jacob
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,674,652
Liabilities
$476,141
Net assets
$1,198,511
Revenue
$1,038,291
Expenses
$902,870
Net income
$135,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.56$1.44$1.16$1.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.54$1.49$1.11$1.16$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.60$1.50$1.06$1.02$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.46$1.43$1.10$0.90$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.48$1.20$1.04$0.90$0.14
2019Summary only. Only limited summary data is available for this year.$1.50$0.47$1.03$1.05$0.96$0.09
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.34$0.47$0.87$1.29$0.86$0.43