Civic Intelligence

Buckridge Homeowners Association Inc

990EZ • Fiscal year 2020 • EIN 45-0543750

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 09, 2020

Organization ProfileN/A
PO Box 4556Lafayette, IN 47903-4556

(765) 714-3826

Siviq Scores

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

Liabilities / Assets

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

2.88x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

34%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

-0.1%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$478,539

Up $7,763 (+1.6%) from 2019

Net Assets

$190,229

No earlier filing loaded for comparison.

Liabilities

Down

$288,310

Down $26,195 (-8.3%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin90th percentile

Revenue

Down

$100,039

Down $122 (-0.1%) from 2019

Expenses

Up

$66,081

Up $3,557 (+5.7%) from 2019

Net Income

Down

$33,958

Down $3,679 (-9.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2016: $48,685Liabilities 2016: $02016Assets 2017: $77,801Liabilities 2017: $02017Assets 2018: $393,634Liabilities 2018: $275,0002018Assets 2019: $470,776Liabilities 2019: $314,5052019Assets 2020: $478,539Liabilities 2020: $288,310Net Assets 2020: $190,2292020Assets 2021: $461,087Liabilities 2021: $260,413Net Assets 2021: $200,6742021Assets 2022: $454,228Liabilities 2022: $229,684Net Assets 2022: $224,5442022Assets 2023: $477,721Liabilities 2023: $197,9562023Assets 2024: $620,175Liabilities 2024: $285,928Net Assets 2024: $334,2472024Assets 2025: $633,439Liabilities 2025: $257,704Net Assets 2025: $375,7352025

Highlighted filing

2020

Assets$478,539
Liabilities$288,310
Net Assets$190,229
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2016: -$11,280Expenses 2016: $6,256Net Income 2016: -$17,5362016Revenue 2017: $79,361Expenses 2017: $58,045Net Income 2017: $21,3162017Revenue 2018: $79,194Expenses 2018: $53,405Net Income 2018: $25,7892018Revenue 2019: $100,161Expenses 2019: $62,524Net Income 2019: $37,6372019Revenue 2020: $100,039Expenses 2020: $66,081Net Income 2020: $33,9582020Revenue 2021: $102,112Expenses 2021: $91,667Net Income 2021: $10,4452021Revenue 2022: $111,478Expenses 2022: $87,608Net Income 2022: $23,8702022Revenue 2023: $131,501Expenses 2023: $76,280Net Income 2023: $55,2212023Revenue 2024: $134,881Expenses 2024: $80,399Net Income 2024: $54,4822024Revenue 2025: $138,403Expenses 2025: $96,966Net Income 2025: $41,4372025

Highlighted filing

2020

Revenue$100,039
Expenses$66,081
Net Income$33,958
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 9, 2020
Return Version
2019v5.1
Gross Receipts
$100,039
Mission and Program Overview

Mission

Maintain the upkeep of the subdivision

Program Services

DescriptionGrantsExpenses
Maintain the upkeep of the subdivision and its water source for members-$66,040
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul ODellCo-President-$0--
David NagreskiCo-Treasurer-$0--
Carolyn MohrVice President-$0--
Hank JonkerCo-President-$0--
Dough MorseSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Buckridge Homeowners Association IN
EIN
45-0543750
Address
PO Box 4556, Lafayette, IN 47903-4556

Signing Officer

Name
Paul ODell
Title
Co-President
Phone
7657143826
Signed
2020-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Heath CPA & Associates
Address
325 S Earl Ave Ste 2A, Lafayette, IN 47904
Preparer
Tressa L Heath CPA
Phone
7654484100
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOther Miscellaneous Income 1,979”

Description of other expenses Part I line 16

“Description AmountWater System Maintenance 8,360Mowing 2,460Interest 18,134Office 1,500Telephone 922Insurance 4,178Bank Charges 77”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFiltration System 411,070 418,791”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLBT Loan Payable 314,505 288,310”

Raw XML Appendix133 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/PersonNm0Paul ODell
IRS990EZ/BooksInCareOfDetail/PhoneNum07657143826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 4556
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lafayette
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0479034556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059748
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033958
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020370
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0470776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0478539
IRS990EZ/GrossReceiptsAmt0100039
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0251
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt097809
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156271
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0190229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156271
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0190229
IRS990EZ/OccupancyRentUtltsAndMaintAmt010080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paul ODell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Nagreski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Mohr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hank Jonker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dough Morse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0411070
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0418791
IRS990EZ/OtherExpensesTotalAmt035631
IRS990EZ/OtherRevenueTotalAmt01979
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Maintain the upkeep of the subdivision
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain the upkeep of the subdivision and its water source for members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066040
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0314505
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0288310
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066081
IRS990EZ/TotalProgramServiceExpensesAmt066040
IRS990EZ/TotalRevenueAmt0100039
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther Miscellaneous Income 1,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWater System Maintenance 8,360Mowing 2,460Interest 18,134Office 1,500Telephone 922Insurance 4,178Bank Charges 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearFiltration System 411,070 418,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearLBT Loan Payable 314,505 288,310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul ODell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/PhoneNum07657143826
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Buckridge Homeowners Association IN
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0450543750
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4556
ReturnHeader/Filer/USAddress/CityNm0Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0479034556
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0728BC482BCEF578A24568EF7207A999651BAE354
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0728BC482BCEF578A24568EF7207A999651BAE354
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03584652020344heh51ub
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.174.138.159
ReturnHeader/FilingSecurityInformation/IPDt02020-12-09
ReturnHeader/FilingSecurityInformation/IPTm010:43:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453973951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heath CPA & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 S Earl Ave Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047904
ReturnHeader/PreparerPersonGrp/PhoneNum07654484100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tressa L Heath CPA
ReturnHeader/ReturnTs02020-12-09T10:42:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,539
Liabilities
$288,310
Net assets
$190,229
Revenue
$100,039
Expenses
$66,081
Net income
$33,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$2.58$3.76$1.38$0.97$0.41
2024Summary only. Only limited summary data is available for this year.$6.20$2.86$3.34$1.35$0.80$0.54
2023Summary only. Only limited summary data is available for this year.$4.78$1.98$1.32$0.76$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$2.30$2.25$1.11$0.88$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.61$2.60$2.01$1.02$0.92$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.79$2.88$1.90$1.00$0.66$0.34
2019Summary only. Only limited summary data is available for this year.$4.71$3.15$1.00$0.63$0.38
2018Summary only. Only limited summary data is available for this year.$3.94$2.75$0.79$0.53$0.26
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.79$0.58$0.21
2016Summary only. Only limited summary data is available for this year.$0.49$0.00$0.11$0.06$0.18