Civic Intelligence

Plantation Settlement at First Colony Association

990EZ • Fiscal year 2016 • EIN 20-1044826

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 20, 2017

Organization ProfileN/A
4350 Austin ParkwaySugar Land, TX 77479

(281) 634-9500

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.64x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.80x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-1.9%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$293,610

Up $40,720 (+16%) from 2015

Net Assets

Up

$107,028

Up $26,199 (+32%) from 2015

Liabilities

Up

$186,582

Up $14,521 (+8.4%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin84th percentile

Revenue

Down

$103,649

Down $1,988 (-1.9%) from 2015

Expenses

Down

$77,450

Down $12,549 (-14%) from 2015

Net Income

Up

$26,199

Up $10,561 (+68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2015: $252,890Liabilities 2015: $172,061Net Assets 2015: $80,8292015Assets 2016: $293,610Liabilities 2016: $186,582Net Assets 2016: $107,0282016Assets 2017: $346,987Liabilities 2017: $209,2592017Assets 2018: $410,194Liabilities 2018: $244,794Net Assets 2018: $165,4002018Assets 2019: $461,209Liabilities 2019: $261,216Net Assets 2019: $199,9932019Assets 2020: $301,204Liabilities 2020: $74,023Net Assets 2020: $227,1812020Assets 2021: $318,544Liabilities 2021: $53,542Net Assets 2021: $265,0022021Assets 2022: $329,942Liabilities 2022: $25,688Net Assets 2022: $304,2542022Assets 2023: $325,232Liabilities 2023: $4,8322023Assets 2024: $383,613Liabilities 2024: $44,534Net Assets 2024: $339,0792024

Highlighted filing

2016

Assets$293,610
Liabilities$186,582
Net Assets$107,028
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$150K$100K$50K$0Revenue 2015: $105,637Expenses 2015: $89,999Net Income 2015: $15,6382015Revenue 2016: $103,649Expenses 2016: $77,450Net Income 2016: $26,1992016Revenue 2017: $107,175Expenses 2017: $76,475Net Income 2017: $30,7002017Revenue 2018: $109,374Expenses 2018: $81,702Net Income 2018: $27,6722018Revenue 2019: $110,334Expenses 2019: $75,741Net Income 2019: $34,5932019Revenue 2020: $110,980Expenses 2020: $83,792Net Income 2020: $27,1882020Revenue 2021: $110,743Expenses 2021: $72,922Net Income 2021: $37,8212021Revenue 2022: $141,604Expenses 2022: $64,531Net Income 2022: $77,0732022Revenue 2023: $94,559Expenses 2023: $78,413Net Income 2023: $16,1462023Revenue 2024: $95,642Expenses 2024: $76,963Net Income 2024: $18,6792024

Highlighted filing

2016

Revenue$103,649
Expenses$77,450
Net Income$26,199
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$103,649
Mission and Program Overview

Mission

Maintenance, preservation and architectual control of the residential lots and common area of plantation settlement at first colony association, and promote health, safety and welfare of the residents.

Program Services

DescriptionGrantsExpenses
MAINTENANCE, PRESERVATION AND ARCHITECTUAL CONTROL OF THE RESIDENTIAL LOTS AND COMMON AREA OF PLANTATION SETTLEMENT AT FIRST COLONY ASSOCIATION, AND PROMOTE HEALTH, SAFETY AND WELFARE OF THE RESIDENTS.$0$77,450
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY KELLEYPresident-$0--
ELEANOR BLAINDirector-$0--
MARY FAVRESecretary / Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Plantation Settlement at First Colony
EIN
20-1044826
Phone
2816349500
Address
4350 AUSTIN PARKWAY, SUGAR LAND, TX 77479

Signing Officer

Name
Cary Kelly
Title
President
Phone
2816349500
Signed
2017-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Canady & Canady PC
Address
4707 Ingersoll ST, Houston, TX 77027
Preparer
D Jeff Canady CPA
Phone
7137831021
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST. Amount: 153.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: OTHER INCOME. Amount: 2227.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: LANDSCAPE. Amount: 17629. Description: MANAGEMENT. Amount: 21600. Description: RECREATION. Amount: 21252. Description: INSURANCE. Amount: 3708. Description: SOCIAL. Amount: 878. Description: PROPERTY TAX. Amount: 42. Total to Form 990-EZ, line 16: 65109.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 12810. End of Year Amount: 4757. Description: PREPAID EXPENSES. Beg. of Year Amount: 1950. End of Year Amount: 1758.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. Beg. of Year Amount: 127755. End of Year Amount: 150240. Description: ASSESSMENTS RECEIVED IN ADVANCE. Beg. of Year Amount: 44306. End of Year Amount: 36342.”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST COLONY COMMUNITY SERVICES ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02816349500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04350 AUSTIN PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUGAR LAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077494
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238130
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0287095
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt026199
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01385
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0252890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0293610
IRS990EZ/GrossReceiptsAmt0103649
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0153
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0101269
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107028
IRS990EZ/OccupancyRentUtltsAndMaintAmt010755
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARY KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELEANOR BLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY FAVRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014760
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06515
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065109
IRS990EZ/OtherRevenueTotalAmt02227
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE, PRESERVATION AND ARCHITECTUAL CONTROL OF THE RESIDENTIAL LOTS AND COMMON AREA OF PLANTATION SETTLEMENT AT FIRST COLONY ASSOCIATION, AND PROMOTE HEALTH, SAFETY AND WELFARE OF THE RESIDENTS.
IRS990EZ/PrintingPublicationsPostageAmt0201
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE, PRESERVATION AND ARCHITECTUAL CONTROL OF THE RESIDENTIAL LOTS AND COMMON AREA OF PLANTATION SETTLEMENT AT FIRST COLONY ASSOCIATION, AND PROMOTE HEALTH, SAFETY AND WELFARE OF THE RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077450
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0172061
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0186582
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077450
IRS990EZ/TotalProgramServiceExpensesAmt077450
IRS990EZ/TotalRevenueAmt0103649
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: OTHER INCOME. Amount: 2227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: LANDSCAPE. Amount: 17629. Description: MANAGEMENT. Amount: 21600. Description: RECREATION. Amount: 21252. Description: INSURANCE. Amount: 3708. Description: SOCIAL. Amount: 878. Description: PROPERTY TAX. Amount: 42. Total to Form 990-EZ, line 16: 65109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 12810. End of Year Amount: 4757. Description: PREPAID EXPENSES. Beg. of Year Amount: 1950. End of Year Amount: 1758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. Beg. of Year Amount: 127755. End of Year Amount: 150240. Description: ASSESSMENTS RECEIVED IN ADVANCE. Beg. of Year Amount: 44306. End of Year Amount: 36342.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02816349500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANTATION SETTLEMENT AT FIRST COLONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0201044826
ReturnHeader/Filer/PhoneNum02816349500
ReturnHeader/Filer/USAddress/AddressLine1Txt04350 AUSTIN PARKWAY
ReturnHeader/Filer/USAddress/CityNm0SUGAR LAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077479
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B339D0FEFAC27AF36B796F8F6656BE54255CDA9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4C56643F719670C9DC3518A0FF02361CF01174E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.11.244.241
ReturnHeader/FilingSecurityInformation/IPDt02017-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:46:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760648208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Canady & Canady PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04707 Ingersoll ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07137831021
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D JEFF CANADY CPA
ReturnHeader/ReturnTs02017-11-14T16:14:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,610
Liabilities
$186,582
Net assets
$107,028
Revenue
$103,649
Expenses
$77,450
Net income
$26,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.45$3.39$0.96$0.77$0.19
2023Summary only. Only limited summary data is available for this year.$3.25$0.05$0.95$0.78$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.26$3.04$1.42$0.65$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.54$2.65$1.11$0.73$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.74$2.27$1.11$0.84$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$2.61$2.00$1.10$0.76$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$2.45$1.65$1.09$0.82$0.28
2017Summary only. Only limited summary data is available for this year.$3.47$2.09$1.07$0.76$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.94$1.87$1.07$1.04$0.77$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.53$1.72$0.81$1.06$0.90$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits