Civic Intelligence

Lakewood Forest Fund Inc

EIN 23-7291903 • 501(c)4 • Cypress, TX

Profile

The Organization collects annual maintenance charges and interest from residential property owners in order to provide and fund operations; management, and maintenance of facilities and services; and enforce coventants, restrictions, and liens.

12415 Louetta RoadCypress, TX 77429

www.lakewoodforestfund.com

Siviq Scores

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

Liabilities / Assets

66th percentile

0.15x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.16x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

15%

Higher net margin than 60% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

0.3%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

21st percentile

-6.8%

Faster revenue growth than 21% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,966,722

Up $442,384 (+29%) from 2023

Liabilities

Up

$298,666

Up $159,134 (+114%) from 2023

Net Assets

Up

$1,668,056

Up $283,250 (+20%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin60th percentile

Revenue

Down

$1,889,457

Down $38,436 (-2.0%) from 2023

Expenses

Down

$1,606,207

Down $299,009 (-16%) from 2023

Net Income

Up

$283,250

Up $260,573 (+1149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,501,514Liabilities 2018: $466,859Net Assets 2018: $1,034,6552018Assets 2019: $1,926,792Liabilities 2019: $576,416Net Assets 2019: $1,350,3762019Assets 2020: $1,920,141Liabilities 2020: $579,365Net Assets 2020: $1,340,7762020Assets 2021: $1,655,383Liabilities 2021: $625,984Net Assets 2021: $1,029,3992021Assets 2022: $1,954,956Liabilities 2022: $592,827Net Assets 2022: $1,362,1292022Assets 2023: $1,524,338Liabilities 2023: $139,532Net Assets 2023: $1,384,8062023Assets 2024: $1,966,722Liabilities 2024: $298,666Net Assets 2024: $1,668,0562024

Highlighted filing

2024

Assets$1,966,722
Liabilities$298,666
Net Assets$1,668,056
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $1,689,036Expenses 2018: $1,653,773Net Income 2018: $35,2632018Revenue 2019: $1,839,656Expenses 2019: $1,523,935Net Income 2019: $315,7212019Revenue 2020: $1,821,124Expenses 2020: $1,923,161Net Income 2020: -$102,0372020Revenue 2021: $2,059,583Expenses 2021: $2,370,960Net Income 2021: -$311,3772021Revenue 2022: $2,173,620Expenses 2022: $1,840,890Net Income 2022: $332,7302022Revenue 2023: $1,927,893Expenses 2023: $1,905,216Net Income 2023: $22,6772023Revenue 2024: $1,889,457Expenses 2024: $1,606,207Net Income 2024: $283,2502024

Highlighted filing

2024

Revenue$1,889,457
Expenses$1,606,207
Net Income$283,250
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,966,722
Liabilities
$298,666
Net assets
$1,668,056
Revenue
$1,889,457
Expenses
$1,606,207
Net income
$283,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.30$1.67$1.89$1.61$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.14$1.38$1.93$1.91$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.59$1.36$2.17$1.84$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.63$1.03$2.06$2.37$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.58$1.34$1.82$1.92$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.58$1.35$1.84$1.52$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.47$1.03$1.69$1.65$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,889,457
Mission and Program Overview

Mission

The Organization collects annual maintenance charges and interest from residential property owners in order to provide and fund operations; management, and maintenance of facilities and services; and enforce coventants, restrictions, and liens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$396,987$1,668,056▲ $1,271,069
Cash and Non-Interest-Bearing Accounts$247,107$1,213,080▲ $965,973
Savings and Temporary Cash Investments$987,819--
Pd in Cap Srpls Land Bldg Eqp Fund$987,819--
Accounts Receivable$188,549$667,835▲ $479,286
Prepaid Expenses and Deferred Charges$58,821$44,245▼ $14,576
Land, Buildings, and Equipment, Net$42,042$41,562▼ $480
Total Assets$1,524,338$1,966,722▲ $442,384
Liabilities
Deferred Revenue$57,583$233,308▲ $175,725
Accounts Payable and Accrued Expenses$81,949$65,358▼ $16,591
Total Liabilities$139,532$298,666▲ $159,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,384,806$1,668,056▲ $283,250
Total Liabilities and Net Assets / Fund Balance$1,524,338$1,966,722▲ $442,384

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,840$137,776-
Land$37,722--
Compensation and Service Providers
Top Officer Pay64th percentile

Board Members and Trustees

NameTitle
Jodi A ColePresident
Benny AndersonVice President
Craig EsteppDirector
Heidi FloresDirector
Mary DavisDirector
John HardenSecretary
Philip SwiftTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,805,730
Investment Income
$0
Other Revenue
$83,727
Change in Net Assets
$283,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,606,207
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
Other Expenses$763,139--$763,139
Fees for Services Management-$70,376-$70,376
All Other Expenses$68,181--$68,181
Fees for Services Legal$42,265$2,809-$45,074
Insurance$19,689--$19,689
Fees for Services Accounting-$11,620-$11,620
Information Technology$2,348$2,064-$4,412
Office Expenses-$3,737-$3,737
Depreciation Depletion$480--$480
Total Functional Expenses$1,515,601$90,606$0$1,606,207
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Management duties delegation Part VI line 3

“Association contracts a management company to provide daily oversight for all activities at the direction of the Board.”

Members or stockholder classes and rights Part VI line 6

“Lakewood Forest Fund, Inc. is a Homeowners Association consisting of the approximately 2,600 property owners of Lakewood Forest.”

Member election for additional members Part VI line 7A

“Per the by-laws, each property owner within Lakewood Forest is automatically a member of the Lakewood Forest Fund, Inc. Each owner is entitled to one vote per lot. If a lot is owned by more than one person, the owners must decide amongst themselves how the one vote for that lot should be cast. Members of the governing body are elected by the members at the annual meeting.”

Committee meeting documentation Part VI line 8B

“Bylaw revisions must be approved by membership.”

Form 990 governing body review Part VI line 11

“Board officers review the return preparation before signature and filing.”

Conflict of interest policy compliance Part VI line 12C

“Annually, all directors and key employees are required to execute a trustee resolution and confidentiality policy statement. This statement includes the agreement to disclose any conflict or potential conflict to the Board of Trustees, who will then address a course of action.”

Governing documents etc available to public Part VI line 19

“Legal documents,governing policies and financials are provided to each owner at the purchase of a lot and upon request of the managing agent.”

Filing and Contact Details

Filer

Filer Name
Lakewood Forest Fund Inc
EIN
23-7291903
In Care Of
% Philip Swift
Phone
2813708943
Address
12415 Louetta Road, Cypress, TX 77429

Signing Officer

Name
Philip Swift
Title
Treasurer
Phone
7136470007
Signed
2025-11-03
Discuss with paid preparer
No

Organization Details

Formed
1972
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cox CPA Services Inc
Address
974 Cambell Rd Ste 106, Houston, TX 77023
Preparer
Teresa Cox CPA
Phone
7136470007
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Program Community events $ 2813 Pest control 15901 Property taxes 8521 Utilities 29051 Credit loss 11895 --------------------------------- total $68181”

Raw XML Appendix334 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Association contracts a management company to provide daily oversight for all activities at the direction of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lakewood Forest Fund, Inc. is a Homeowners Association consisting of the approximately 2,600 property owners of Lakewood Forest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Per the by-laws, each property owner within Lakewood Forest is automatically a member of the Lakewood Forest Fund, Inc. Each owner is entitled to one vote per lot. If a lot is owned by more than one person, the owners must decide amongst themselves how the one vote for that lot should be cast. Members of the governing body are elected by the members at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bylaw revisions must be approved by membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board officers review the return preparation before signature and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annually, all directors and key employees are required to execute a trustee resolution and confidentiality policy statement. This statement includes the agreement to disclose any conflict or potential conflict to the Board of Trustees, who will then address a course of action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Legal documents,governing policies and financials are provided to each owner at the purchase of a lot and upon request of the managing agent.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Community events $ 2813 Pest control 15901 Property taxes 8521 Utilities 29051 Credit loss 11895 --------------------------------- total $68181
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01515601
IRS990/TotalFunctionalExpensesGrp/TotalAmt01606207
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0139532
IRS990/TotalLiabilitiesEOYAmt0298666
IRS990/TotalLiabilitiesGrp/BOYAmt0139532
IRS990/TotalLiabilitiesGrp/EOYAmt0298666
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01384806
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01668056
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01515601
IRS990/TotalProgramServiceRevenueAmt01805730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01889457
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01889457
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01524338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01966722
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP SWIFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07136470007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakewood Forest Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0237291903
ReturnHeader/Filer/InCareOfNm0% Philip Swift
ReturnHeader/Filer/PhoneNum02813708943
ReturnHeader/Filer/USAddress/AddressLine1Txt012415 Louetta Road
ReturnHeader/Filer/USAddress/CityNm0Cypress
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077429
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox CPA Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0974 Cambell Rd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077023
ReturnHeader/PreparerPersonGrp/PhoneNum07136470007
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA COX CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T12:44:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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