Civic Intelligence

Wortham Falls Homeowners Association Co Crest Management

EIN 41-2074737 • 501(c)4 • Houston, TX

Profile

Civic & Social Welfare organization - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.

PO Box 219320Houston, TX 77218

www.crest-management.com/Communities/Wortham-

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.40x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

7.3%

Faster asset growth than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$272,390

Up $18,491 (+7.3%) from 2023

Liabilities

Up

$46,861

Up $6,162 (+15%) from 2023

Net Assets

Up

$225,529

Up $12,329 (+5.8%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin66th percentile

Revenue

Up

$117,139

Up $4,595 (+4.1%) from 2023

Expenses

Down

$104,810

Down $46,132 (-31%) from 2023

Net Income

Up

$12,329

Up $50,727 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2014: $107,088Liabilities 2014: $35,2442014Assets 2015: $130,324Liabilities 2015: $42,4532015Assets 2016: $141,944Liabilities 2016: $35,063Net Assets 2016: $106,8812016Assets 2017: $167,174Liabilities 2017: $31,4122017Assets 2018: $194,761Liabilities 2018: $40,514Net Assets 2018: $154,2472018Assets 2019: $207,549Liabilities 2019: $40,571Net Assets 2019: $166,9782019Assets 2020: $235,581Liabilities 2020: $40,108Net Assets 2020: $195,4732020Assets 2021: $265,525Liabilities 2021: $43,924Net Assets 2021: $221,6012021Assets 2022: $293,894Liabilities 2022: $42,296Net Assets 2022: $251,5982022Assets 2023: $253,899Liabilities 2023: $40,699Net Assets 2023: $213,2002023Assets 2024: $272,390Liabilities 2024: $46,861Net Assets 2024: $225,5292024

Highlighted filing

2024

Assets$272,390
Liabilities$46,861
Net Assets$225,529
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $95,768Expenses 2014: $91,610Net Income 2014: $4,1582014Revenue 2015: $100,919Expenses 2015: $85,138Net Income 2015: $15,7812015Revenue 2016: $101,366Expenses 2016: $82,605Net Income 2016: $18,7612016Revenue 2017: $101,460Expenses 2017: $72,579Net Income 2017: $28,8812017Revenue 2018: $104,695Expenses 2018: $85,859Net Income 2018: $18,8362018Revenue 2019: $107,233Expenses 2019: $94,852Net Income 2019: $12,3812019Revenue 2020: $105,824Expenses 2020: $77,553Net Income 2020: $28,2712020Revenue 2021: $105,964Expenses 2021: $79,836Net Income 2021: $26,1282021Revenue 2022: $124,334Expenses 2022: $94,336Net Income 2022: $29,9982022Revenue 2023: $112,544Expenses 2023: $150,942Net Income 2023: -$38,3982023Revenue 2024: $117,139Expenses 2024: $104,810Net Income 2024: $12,3292024

Highlighted filing

2024

Revenue$117,139
Expenses$104,810
Net Income$12,329
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$272,390
Liabilities
$46,861
Net assets
$225,529
Revenue
$117,139
Expenses
$104,810
Net income
$12,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.47$2.26$1.17$1.05$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.41$2.13$1.13$1.51$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.42$2.52$1.24$0.94$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.44$2.22$1.06$0.80$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.40$1.95$1.06$0.78$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.41$1.67$1.07$0.95$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.41$1.54$1.05$0.86$0.19
2017Summary only. Only limited summary data is available for this year.$1.67$0.31$1.01$0.73$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.35$1.07$1.01$0.83$0.19
2015Summary only. Only limited summary data is available for this year.$1.30$0.42$1.01$0.85$0.16
2014Summary only. Only limited summary data is available for this year.$1.07$0.35$0.96$0.92$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 2, 2025
Return Version
2024v5.2
Gross Receipts
$117,139
Mission and Program Overview

Mission

Civic and social welfare organization

Civic & Social Welfare organization - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.

Program Services

DescriptionGrantsExpenses
Grounds Maintenance - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.-$46,367
Other Association expenses - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.-$21,462
Occupancy - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.-$21,084
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica WingoPresident-$0--
Brenda KnapekDirector-$0--
Leticia Corie-VazquezDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wortham Falls Homeowners Association
EIN
41-2074737
Phone
2815790761
Address
PO BOX 219320, HOUSTON, TX 77218

Signing Officer

Name
Jessica Wingo
Title
President
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Albarado & Friery LLC
Address
6060 Richmond Ste 301, Houston, TX 77057
Preparer
Scott B Friery
Phone
7139745515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2237”

Other Expenses.1012

“Insurance $11209”

Other Expenses.1

“Grounds maintenance $46367”

Other Expenses.2

“Holiday decorations $2486”

Other Expenses.3

“WEBSITE $1215”

Other Expenses.4

“Deed Restriction $1215”

Other Expenses.5

“ADMIN NOTICES $976”

Other Expenses.6

“ACC Expenses $750”

Other Expenses.7

“Record storage $720”

Other Expenses.8

“Community events $624”

Other Expenses.9

“Bad debt expenses $457”

Other Expenses.10

“Miscellaneous expenses $244”

Other Expenses.11

“Community Mailouts $110”

Other Expenses.12

“Taxes - RE $21”

Other Assets.1005

“Accounts Receivable - Beginning $13829 Accounts Receivable - Ending $905”

Other Assets.2

“Prepaid Insurance - Beginning $6169 Prepaid Insurance - Ending $7055”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $275 Accounts Payable and Accrued Expenses - Ending $574”

Total Liabilities.1003

“Deferred Revenue - Beginning $40424 Deferred Revenue - Ending $46287”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CREST MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum02815790761
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017171 PARK ROW STE 310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770844935
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0233901
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/GrossReceiptsAmt0117139
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0208
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0116931
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0213200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225529
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IRS990EZ/OccupancyRentUtltsAndMaintAmt021084
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Wingo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brenda Knapek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leticia Corie-Vazquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019998
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07960
IRS990EZ/OtherExpensesTotalAmt068631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Civic & Social Welfare organization - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grounds Maintenance - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Occupancy - Promoting the common good and general welfare of the public and community through the maintenance and management of the Association and the property, and providing services to the community.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046367
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121084
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221462
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040699
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046861
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0104810
IRS990EZ/TotalProgramServiceExpensesAmt088913
IRS990EZ/TotalRevenueAmt0117139
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.crest-management.com/Communities/Wortham-
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $11209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grounds maintenance $46367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Holiday decorations $2486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deed Restriction $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMIN NOTICES $976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACC Expenses $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Record storage $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Community events $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bad debt expenses $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous expenses $244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Community Mailouts $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Taxes - RE $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $13829 Accounts Receivable - Ending $905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Insurance - Beginning $6169 Prepaid Insurance - Ending $7055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $275 Accounts Payable and Accrued Expenses - Ending $574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred Revenue - Beginning $40424 Deferred Revenue - Ending $46287
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1003
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Wingo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORTHAM FALLS HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co CREST MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0412074737
ReturnHeader/Filer/PhoneNum02815790761
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 219320
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077218
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993910578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Albarado & Friery LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06060 Richmond Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum07139745515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott B Friery
ReturnHeader/ReturnTs02025-09-02T08:37:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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