Civic Intelligence

Community Association of Harmony

EIN 26-2572436 • 501(c)4 • Houston, TX

Profile

To provide streetlights, landscape maint., maintain parks & recreational areas - all for the benefit of the community.

4700 W Sam Houston Pkwy N Suite 1Houston, TX 77041

n/A

Siviq Scores

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

Liabilities / Assets

77th percentile

0.36x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.43x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

45th percentile

6.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$5,897,242

Up $967,311 (+20%) from 2023

Liabilities

Up

$2,100,510

Up $228,859 (+12%) from 2023

Net Assets

Up

$3,796,732

Up $738,452 (+24%) from 2023

Revenue

Up

$4,830,579

Up $769,903 (+19%) from 2023

Expenses

Down

$4,092,127

Down $363,330 (-8.2%) from 2023

Net Income

Up

$738,452

Up $1,133,233 (+287%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,005,344Liabilities 2015: $299,046Net Assets 2015: $706,2982015Assets 2016: $728,631Liabilities 2016: $107,752Net Assets 2016: $620,8792016Assets 2017: $846,710Liabilities 2017: $241,768Net Assets 2017: $604,9422017Assets 2018: $1,462,946Liabilities 2018: $264,624Net Assets 2018: $1,198,3222018Assets 2019: $2,135,136Liabilities 2019: $621,350Net Assets 2019: $1,513,7862019Assets 2020: $2,925,792Liabilities 2020: $608,985Net Assets 2020: $2,316,8072020Assets 2021: $4,260,670Liabilities 2021: $908,717Net Assets 2021: $3,351,9532021Assets 2022: $4,046,802Liabilities 2022: $667,134Net Assets 2022: $3,379,6682022Assets 2023: $4,929,931Liabilities 2023: $1,871,651Net Assets 2023: $3,058,2802023Assets 2024: $5,897,242Liabilities 2024: $2,100,510Net Assets 2024: $3,796,7322024

Highlighted filing

2024

Assets$5,897,242
Liabilities$2,100,510
Net Assets$3,796,732

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $1,330,431Expenses 2015: $1,084,471Net Income 2015: $245,9602015Revenue 2016: $1,498,070Expenses 2016: $1,677,272Net Income 2016: -$179,2022016Revenue 2017: $2,067,161Expenses 2017: $2,153,154Net Income 2017: -$85,9932017Revenue 2018: $2,752,104Expenses 2018: $2,230,045Net Income 2018: $522,0592018Revenue 2019: $3,352,084Expenses 2019: $2,998,677Net Income 2019: $353,4072019Revenue 2020: $3,898,382Expenses 2020: $3,221,233Net Income 2020: $677,1492020Revenue 2021: $4,297,556Expenses 2021: $3,320,843Net Income 2021: $976,7132021Revenue 2022: $4,288,330Expenses 2022: $4,176,590Net Income 2022: $111,7402022Revenue 2023: $4,060,676Expenses 2023: $4,455,457Net Income 2023: -$394,7812023Revenue 2024: $4,830,579Expenses 2024: $4,092,127Net Income 2024: $738,4522024

Highlighted filing

2024

Revenue$4,830,579
Expenses$4,092,127
Net Income$738,452

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$4,830,579
Mission and Program Overview

Mission

The Association is a Texas non profit corporation organized to promote health, safety,and welfare and to provide quasi-governmental citylike municipal services such as commonarea maintenance for the benefit and the betterment of the community

To maintain common areas, esplanades, rec/park areas; provide street lights, security patrol and garbage service - benefits the entire community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,816,631$3,826,850▲ $1,010,219
Cap Stk Tr Prin Current Funds$3,058,280$3,796,732▲ $738,452
Savings and Temporary Cash Investments$699,138$700,000▲ $862
Prepaid Expenses and Deferred Charges$18,757$14,277▼ $4,480
Accounts Receivable$87,241$4,189▼ $83,052
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,929,931$5,897,242▲ $967,311
Other Assets Total$1,308,164$1,351,926▲ $43,762
Liabilities
Other Liabilities$1,686,478$1,887,970▲ $201,492
Accounts Payable and Accrued Expenses$185,173$212,540▲ $27,367
Total Liabilities$1,871,651$2,100,510▲ $228,859
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,058,280$3,796,732▲ $738,452
Total Liabilities and Net Assets / Fund Balance$4,929,931$5,897,242▲ $967,311

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$833,945--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher BergfieldPresident
Kelly HurstVice President
Robert BurkeyDirector
Sarah LoveSecretary
Frank BergfieldTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Holt Tollett PCLegal9821 KATY FWY 350, Houston, TX 77024$221,937
Tem Systems Texas LLCSecurity5940 N SAM HOUSTON PKWY E 305, Humble, TX 77396$142,842
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,668,700
Investment Income
$8,972
Other Revenue
$2,152,907
Change in Net Assets
$738,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,830,579
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,830,579
Total Revenue per Form 990
$4,830,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,092,127
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$235,498$184,874-$420,372
Fees for Services Management-$247,095-$247,095
Fees for Services Legal-$224,129-$224,129
Other Expenses$223,314--$223,314
Insurance$87,512--$87,512
Fees for Services Accounting-$6,985-$6,985
Total Functional Expenses$3,429,044$663,083$0$4,092,127

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,092,127
Total Expenses per Audited Statements$4,092,127
Total Expenses per Form 990$4,092,127
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Assessments$945,650
Interfund Payable$833,945
Refundable Deposits$108,375
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

The association is governed by an uncompensated volunteer board of directors that are voted into office by the membership. The management of the day to day affairs are performed by preferred management services.

Form 990, Part VI, Section A, line 6

The association is a non profit organization that is governed by an uncompensated volunteer board of directors that are voted into office by the membership.

Form 990, Part VI, Section A, line 7A

The board of drectors are voted into office by the membership.

Form 990, Part VI, Section B, line 11B

Reviewed at monthly board of directors meeting.

Form 990, Part VI, Section C, line 19

The association's governing documents are available on request for inspection.

Filing and Contact Details

Filer

Filer Name
Community Association of Harmony
EIN
26-2572436
Phone
7133297100
Address
4700 W SAM HOUSTON PKWY N SUITE 1, HOUSTON, TX 77041

Signing Officer

Name
Frank Bergfield
Title
Treasurer
Phone
7133297100
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Bergfield
Formed
2008
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
O'NEAL & HOLMES LLP
Address
600 Rockmead Dr Suite 110, Kingwood, TX 77339
Preparer
Tom Hiltabrand CPA
Phone
2818527473
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

ADMINISTRATIVE EXPENSES: Program service expenses 0. Management and general expenses 184,874. Fundraising expenses 0. Total expenses 184,874. SECURITY: Program service expenses 99,972. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,972. HOLIDAY DECORATIONS: Program service expenses 43,375. Management and general expenses 0. Fundraising expenses 0. Total expenses 43,375. JANITORIAL: Program service expenses 28,838. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,838. PEST CONTROL: Program service expenses 22,579. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,579. LAKE MAINTENANCE: Program service expenses 10,538. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,538. PLAYGROUND REPAIRS & MAINTENANCE: Program service expenses 10,235. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,235. PROPERTY TAXES: Program service expenses 9,186. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,186. BAD DEBT: Program service expenses 4,354. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,354. NEWSLETTER: Program service expenses 3,349. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,349. STREET SIGNS: Program service expenses 1,493. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,493. RESERVE EXPENSES: Program service expenses 1,354. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,354. LICENSES: Program service expenses 225. Management and general expenses 0. Fundraising expenses 0. Total expenses 225.

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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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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0699138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0700000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04092127
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0517981
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1833945
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSESSMENTS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTERFUND RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0945650
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1108375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2833945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID ASSESSMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2INTERFUND PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04830579
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01351926
IRS990ScheduleD/TotalExpensesPerForm990Amt04092127
IRS990ScheduleD/TotalLiabilityAmt01887970
IRS990ScheduleD/TotalRevenuePerForm990Amt04830579
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04830579
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04092127
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS GOVERNED BY AN UNCOMPENSATED VOLUNTEER BOARD OF DIRECTORS THAT ARE VOTED INTO OFFICE BY THE MEMBERSHIP. THE MANAGEMENT OF THE DAY TO DAY AFFAIRS ARE PERFORMED BY PREFERRED MANAGEMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS A NON PROFIT ORGANIZATION THAT IS GOVERNED BY AN UNCOMPENSATED VOLUNTEER BOARD OF DIRECTORS THAT ARE VOTED INTO OFFICE BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DRECTORS ARE VOTED INTO OFFICE BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED AT MONTHLY BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE EXPENSES: Program service expenses 0. Management and general expenses 184,874. Fundraising expenses 0. Total expenses 184,874. SECURITY: Program service expenses 99,972. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,972. HOLIDAY DECORATIONS: Program service expenses 43,375. Management and general expenses 0. Fundraising expenses 0. Total expenses 43,375. JANITORIAL: Program service expenses 28,838. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,838. PEST CONTROL: Program service expenses 22,579. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,579. LAKE MAINTENANCE: Program service expenses 10,538. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,538. PLAYGROUND REPAIRS & MAINTENANCE: Program service expenses 10,235. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,235. PROPERTY TAXES: Program service expenses 9,186. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,186. BAD DEBT: Program service expenses 4,354. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,354. NEWSLETTER: Program service expenses 3,349. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,349. STREET SIGNS: Program service expenses 1,493. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,493. RESERVE EXPENSES: Program service expenses 1,354. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,354. LICENSES: Program service expenses 225. Management and general expenses 0. Fundraising expenses 0. Total expenses 225.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04929931
IRS990/TotalAssetsEOYAmt05897242
IRS990/TotalAssetsGrp/BOYAmt04929931
IRS990/TotalAssetsGrp/EOYAmt05897242
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0663083
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03429044
IRS990/TotalFunctionalExpensesGrp/TotalAmt04092127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01871651
IRS990/TotalLiabilitiesEOYAmt02100510
IRS990/TotalLiabilitiesGrp/BOYAmt01871651
IRS990/TotalLiabilitiesGrp/EOYAmt02100510
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03058280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03796732
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03429044
IRS990/TotalProgramServiceRevenueAmt02668700
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04830579
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04830579
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04929931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05897242
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04700 W SAM HOUSTON PKWY N SUITE 100
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077041
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK BERGFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07133297100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY ASSOCIATION OF HARMONY
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0262572436
ReturnHeader/Filer/PhoneNum07133297100
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 W SAM HOUSTON PKWY N SUITE 1
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077041
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760131587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'NEAL & HOLMES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 Rockmead Dr Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077339
ReturnHeader/PreparerPersonGrp/PhoneNum02818527473
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tom Hiltabrand CPA
ReturnHeader/ReturnTs02025-10-23T14:53:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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