Civic Intelligence

Sherwood Estates Homes Assn Inc

EIN 43-6039817 • 501(c)4 • Kansas City, MO

Profile

Maintain home owners assn

4120 NE Vivion RdKansas City, MO 64119

na

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

32nd percentile

-16%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$79,327

Up $26,786 (+51%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Up

$66,674

Up $43,230 (+184%) from 2022

Expenses

Down

$35,382

Down $10,519 (-23%) from 2022

Net Income

Up

$31,292

Up $53,749 (+239%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0Assets 2011: $56,779Liabilities 2011: $02011Assets 2012: $68,824Liabilities 2012: $1,1192012Assets 2013: $76,578Liabilities 2013: $4282013Assets 2014: $56,609Liabilities 2014: $02014Assets 2015: $71,573Liabilities 2015: $02015Assets 2016: $88,560Liabilities 2016: $02016Assets 2017: $107,310Liabilities 2017: $02017Assets 2018: $123,871Liabilities 2018: $02018Assets 2019: $105,066Liabilities 2019: $02019Assets 2020: $96,549Liabilities 2020: $02020Assets 2021: $75,112Liabilities 2021: $0Net Assets 2021: $75,1122021Assets 2022: $52,541Liabilities 2022: $0Net Assets 2022: $52,5412022Assets 2023: $79,327Liabilities 2023: $02023

Highlighted filing

2023

Assets$79,327
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $49,379Expenses 2011: $53,556Net Income 2011: -$4,1772011Revenue 2012: $47,535Expenses 2012: $36,609Net Income 2012: $10,9262012Revenue 2013: $47,362Expenses 2013: $40,242Net Income 2013: $7,1202013Revenue 2014: $35,875Expenses 2014: $55,416Net Income 2014: -$19,5412014Revenue 2015: $46,493Expenses 2015: $31,529Net Income 2015: $14,9642015Revenue 2016: $50,239Expenses 2016: $33,252Net Income 2016: $16,9872016Revenue 2017: $54,593Expenses 2017: $35,843Net Income 2017: $18,7502017Revenue 2018: $49,044Expenses 2018: $32,483Net Income 2018: $16,5612018Revenue 2019: $22,042Expenses 2019: $40,847Net Income 2019: -$18,8052019Revenue 2020: $18,957Expenses 2020: $31,878Net Income 2020: -$12,9212020Revenue 2021: $23,624Expenses 2021: $45,061Net Income 2021: -$21,4372021Revenue 2022: $23,444Expenses 2022: $45,901Net Income 2022: -$22,4572022Revenue 2023: $66,674Expenses 2023: $35,382Net Income 2023: $31,2922023

Highlighted filing

2023

Revenue$66,674
Expenses$35,382
Net Income$31,292
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$79,327
Liabilities
$0
Net assets
-
Revenue
$66,674
Expenses
$35,382
Net income
$31,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.79$0.00$0.67$0.35$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.23$0.46$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.24$0.45$0.21
2020Summary only. Only limited summary data is available for this year.$0.97$0.00$0.19$0.32$0.13
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$0.22$0.41$0.19
2018Summary only. Only limited summary data is available for this year.$1.24$0.00$0.49$0.32$0.17
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$0.55$0.36$0.19
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$0.50$0.33$0.17
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.46$0.32$0.15
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.36$0.55$0.20
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.47$0.40$0.07
2012Summary only. Only limited summary data is available for this year.$0.69$0.01$0.48$0.37$0.11
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.49$0.54$0.04
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Mar 4, 2023
Return Version
2021v4.2
Gross Receipts
$23,444
Mission and Program Overview

Mission

Maintain home owners assn

Program Services

DescriptionGrantsExpenses
MAINTAIN HOME OWNERS ASSN--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA SMITHPresident-$0--
MARTY SCHUETTPELZVice President-$0--
DAN MILLER2nd Vice President-$0--
THERESA MORGANSecretary-$0--
DEBBIE JONESTreasurer-$0--
JOE BRYANTBoard Member-$0--
DEBBIE LINCKSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sherwood Estates Homes Assn Inc
EIN
43-6039817
Address
4120 NE VIVION RD, KANSAS CITY, MO 64119

Signing Officer

Name
Norma Smith
Title
President
Phone
8162146848
Signed
2023-03-04
Discuss with paid preparer
Yes

Preparer

Firm
T&T Tax and Accounting LLC
Address
792 SW US 40 Hwy, BLUE SPRINGS, MO 64015
Preparer
Tari Collins
Phone
8168026500
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsmall tools 80lien release 621bank charges 348insurance 1,400computer and internet 1,888donation 500”

Description of other assets Part II line 24

“Category beginning of year end of yearaccumulated depreciation 4,506 4,506”

Part III response or note to any other line in Part III

“The organization is a homes assn for sherwood estates in the kc north area. They collect 25 from households plus back dues from members. The assn provides snow removal, mowing, landscaping and mosquito control as well as other misc services.”

Raw XML Appendix140 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/PersonNm0MARTY SCHUETTPELZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08162146848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04120 NE VIVION RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048035
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22457
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06307
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052541
IRS990EZ/GrossReceiptsAmt023444
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0165
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023279
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052541
IRS990EZ/OccupancyRentUtltsAndMaintAmt031665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NORMA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTY SCHUETTPELZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBBIE LINCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04506
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04506
IRS990EZ/OtherExpensesTotalAmt04837
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN HOME OWNERS ASSN
IRS990EZ/PrintingPublicationsPostageAmt03092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN HOME OWNERS ASSN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045901
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt023444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSMALL TOOLS 80LIEN RELEASE 621BANK CHARGES 348INSURANCE 1,400COMPUTER AND INTERNET 1,888DONATION 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCUMULATED DEPRECIATION 4,506 4,506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A HOMES ASSN FOR SHERWOOD ESTATES IN THE KC NORTH AREA. THEY COLLECT 25 FROM HOUSEHOLDS PLUS BACK DUES FROM MEMBERS. THE ASSN PROVIDES SNOW REMOVAL, MOWING, LANDSCAPING AND MOSQUITO CONTROL AS WELL AS OTHER MISC SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08162146848
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD ESTATES HOMES ASSN INC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0436039817
ReturnHeader/Filer/USAddress/AddressLine1Txt04120 NE VIVION RD
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474201119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T&T Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0792 SW US 40 Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064015
ReturnHeader/PreparerPersonGrp/PhoneNum08168026500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tari Collins
ReturnHeader/ReturnTs02023-03-09T03:11:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

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