Civic Intelligence

Montview Forest Homeowners Assoc Inc

EIN 54-1436841 • 501(c)4 • Lynchburg, VA

Profile

HOMEOWNERS ASSOCIATION

3720 Old Forest RdLynchburg, VA 24501

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.04x

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

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

Net Margin

81st percentile

24%

Higher net margin than 81% 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

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

60th percentile

4.4%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$32,409

Up $9,971 (+44%) from 2022

Liabilities

Down

$3,029

Down $341 (-10%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue74th percentileNet Margin81st percentile

Revenue

Up

$77,755

Up $9,979 (+15%) from 2022

Expenses

Down

$69,120

Down $12,013 (-15%) from 2022

Net Income

Up

$8,635

Up $21,992 (+165%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$40K$30K$20K$10K$0Assets 2021: $33,435Liabilities 2021: $1,0102021Assets 2022: $22,438Liabilities 2022: $3,370Net Assets 2022: $19,0682022Assets 2023: $32,409Liabilities 2023: $3,0292023

Highlighted filing

2023

Assets$32,409
Liabilities$3,029
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2021: $90,221Expenses 2021: $93,699Net Income 2021: -$3,4782021Revenue 2022: $67,776Expenses 2022: $81,133Net Income 2022: -$13,3572022Revenue 2023: $77,755Expenses 2023: $69,120Net Income 2023: $8,6352023

Highlighted filing

2023

Revenue$77,755
Expenses$69,120
Net Income$8,635
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$32,409
Liabilities
$3,029
Net assets
-
Revenue
$77,755
Expenses
$69,120
Net income
$8,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$32.4$3.03$77.8$69.1$8.64
2022Detailed filing. Detailed filing data is available for this year.$22.4$3.37$19.1$67.8$81.1$13.4
2021Summary only. Only limited summary data is available for this year.$33.4$1.01$90.2$93.7$3.48
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
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$67,776
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
HOMEOWNERS ASSOCIATION$0$81,133
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY DUNCANBoard MemberPT$0--
RICK BOTTOMSBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Montview Forest Homeowners Assoc Inc
EIN
54-1436841
Phone
4343851025
Address
3720 OLD FOREST RD, LYNCHBURG, VA 24501

Signing Officer

Name
Rodney Duncan
Title
Director
Phone
4343851025
Signed
2023-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Leslie and Company PC
Address
PO Box 497, Rustburg, VA 24588
Preparer
Donald R Leslie
Phone
4349410520
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MANAGEMENT FEES 7200.”

Form 990EZ, Part I, Line 16

“INSURANCE 855.”

Form 990EZ, Part II, Line 24

“Accounts receivable 5432. 388.”

Form 990EZ, Part II, Line 24

“Reserve for replacement study 1900. 0.”

Form 990EZ, Part II, Line 26

“Prepaid association fees 3370.”

Raw XML Appendix124 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/BusinessName/BusinessNameLine1Txt0BROWNSTONE PROPERTIES
IRS990EZ/BooksInCareOfDetail/PhoneNum04343851025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03720 OLD FOREST RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LYNCHBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026103
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13357
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022438
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067776
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0132
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032425
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032425
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019068
IRS990EZ/OccupancyRentUtltsAndMaintAmt072705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODNEY DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK BOTTOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07332
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0388
IRS990EZ/OtherExpensesTotalAmt08055
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt067644
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01010
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03370
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081133
IRS990EZ/TotalProgramServiceExpensesAmt081133
IRS990EZ/TotalRevenueAmt067776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES 7200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 5432. 388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESERVE FOR REPLACEMENT STUDY 1900. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREPAID ASSOCIATION FEES 3370.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04343851025
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTVIEW FOREST HOMEOWNERS ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0541436841
ReturnHeader/Filer/PhoneNum04343851025
ReturnHeader/Filer/USAddress/AddressLine1Txt03720 OLD FOREST RD
ReturnHeader/Filer/USAddress/CityNm0LYNCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541800292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leslie and Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 497
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rustburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024588
ReturnHeader/PreparerPersonGrp/PhoneNum04349410520
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R LESLIE
ReturnHeader/ReturnTs02023-11-02T09:29:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RODNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNCAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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