Civic Intelligence

Farmington Square Homeowners Association Inc

990EZ • Fiscal year 2023 • EIN 23-7285419

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 26, 2024

PO Box 6085South Bend, IN 46660

(574) 205-0255

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$153,178

Up $11,760 (+8.3%) from 2022

Net Assets

Up

$153,178

Up $11,760 (+8.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,049

Up $3,447 (+3.6%) from 2022

Expenses

Up

$86,523

Up $11,421 (+15%) from 2022

Net Income

Down

$11,526

Down $7,974 (-41%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $86,160Net Assets 2012: $86,1602012Assets 2013: $103,085Net Assets 2013: $103,0852013Assets 2014: $116,080Net Assets 2014: $116,0802014Assets 2015: $111,853Net Assets 2015: $111,8532015Assets 2016: $96,568Net Assets 2016: $96,5682016Assets 2017: $102,964Net Assets 2017: $102,9642017Assets 2018: $114,444Net Assets 2018: $114,4442018Assets 2019: $108,685Net Assets 2019: $108,6852019Assets 2020: $115,798Net Assets 2020: $115,7982020Assets 2021: $120,049Net Assets 2021: $120,0492021Assets 2022: $141,418Net Assets 2022: $141,4182022Assets 2023: $153,178Net Assets 2023: $153,1782023Assets 2024: $96,591Net Assets 2024: $96,5912024Assets 2025: $111,549Net Assets 2025: $111,5492025

Highlighted filing

2023

Assets$153,178
Liabilities-
Net Assets$153,178

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $84,223Expenses 2012: $77,142Net Income 2012: $7,0812012Revenue 2013: $85,514Expenses 2013: $68,589Net Income 2013: $16,9252013Revenue 2014: $81,382Expenses 2014: $68,387Net Income 2014: $12,9952014Revenue 2015: $79,677Expenses 2015: $83,904Net Income 2015: -$4,2272015Revenue 2016: $80,901Expenses 2016: $96,186Net Income 2016: -$15,2852016Revenue 2017: $82,781Expenses 2017: $76,385Net Income 2017: $6,3962017Revenue 2018: $79,277Expenses 2018: $67,797Net Income 2018: $11,4802018Revenue 2019: $79,141Expenses 2019: $84,900Net Income 2019: -$5,7592019Revenue 2020: $79,563Expenses 2020: $74,726Net Income 2020: $4,8372020Revenue 2021: $92,147Expenses 2021: $87,896Net Income 2021: $4,2512021Revenue 2022: $94,602Expenses 2022: $75,102Net Income 2022: $19,5002022Revenue 2023: $98,049Expenses 2023: $86,523Net Income 2023: $11,5262023Revenue 2024: $93,299Expenses 2024: $145,625Net Income 2024: -$52,3262024Revenue 2025: $144,672Expenses 2025: $121,684Net Income 2025: $22,9882025

Highlighted filing

2023

Revenue$98,049
Expenses$86,523
Net Income$11,526
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 26, 2024
Return Version
2023v5.0
Gross Receipts
$98,049
Mission and Program Overview

Mission

The organization's primary exempt purpose is to manage and maintain the pool and other common area under the care of farmington square homeowners association.

Program Services

DescriptionGrantsExpenses
MANAGE AND MAINTAIN COMMON AREAS UNDER THE CARE OF FARMINGTON SQUARE HOMEOWNERS ASSOCIATION.-$85,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK PLONKAPresident-$0--
MERYLANE TORRESSecretary-$0--
MARSHA WILLIAMSGrounds-$0--
CINCY BORNEPool Chair-$0--
MIKE TRENERRYBoard Member-$0--
JEFF JASINSKIBoard Member-$0--
NAHID ALEXANDROBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Farmington Square
EIN
23-7285419
Address
PO BOX 6085, SOUTH BEND, IN 46660

Signing Officer

Name
Rick Plonka
Title
President
Signed
2024-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Silver & Company Cpas and Advisors Pc
Address
1441 NORTHSIDE BLVD, SOUTH BEND, IN 46615
Preparer
Zvi Silver
Phone
5742876400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 3,321 office 775 insurance 5,256 total 9,352

Form 990-ez, Part I, Line 20

To adj accrual balances to "cash" 234

Form 990-ez, Part III

The organization's primary exempt purpose is to manage and maintain the pool and other common area under the care of farmington square homeowners association.

Raw XML Appendix118 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/BusinessName/BusinessNameLine1Txt0LOCHMONDY REALTY
IRS990EZ/BooksInCareOfDetail/PhoneNum05742050255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt051169 IN-933 SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046637
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0141418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011526
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08103
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0141418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153178
IRS990EZ/GrossReceiptsAmt098049
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt098033
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153178
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153178
IRS990EZ/OccupancyRentUtltsAndMaintAmt045299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK PLONKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MERYLANE TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARSHA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINCY BORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE TRENERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF JASINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NAHID ALEXANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2GROUNDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3POOL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0234
IRS990EZ/OtherExpensesTotalAmt09352
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO MANAGE AND MAINTAIN THE POOL AND OTHER COMMON AREA UNDER THE CARE OF FARMINGTON SQUARE HOMEOWNERS ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MANAGE AND MAINTAIN COMMON AREAS UNDER THE CARE OF FARMINGTON SQUARE HOMEOWNERS ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085799
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023769
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086523
IRS990EZ/TotalProgramServiceExpensesAmt085799
IRS990EZ/TotalRevenueAmt098049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 3,321 OFFICE 775 INSURANCE 5,256 TOTAL 9,352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ADJ ACCRUAL BALANCES TO "CASH" 234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO MANAGE AND MAINTAIN THE POOL AND OTHER COMMON AREA UNDER THE CARE OF FARMINGTON SQUARE HOMEOWNERS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK PLONKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FARMINGTON SQUARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOMEOWNERS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FARM
ReturnHeader/Filer/EIN0237285419
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6085
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874325161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVER & COMPANY CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 NORTHSIDE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046615
ReturnHeader/PreparerPersonGrp/PhoneNum05742876400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZVI SILVER
ReturnHeader/ReturnTs02024-04-18T12:34:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PLONKA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.45$1.22$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.93$1.46$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.98$0.87$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$0.95$0.75$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.92$0.88$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.16$0.80$0.75$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.79$0.85$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$1.14$0.79$0.68$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$0.83$0.76$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.81$0.96$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.80$0.84$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.81$0.68$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.86$0.69$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.86$0.84$0.77$0.07