Civic Intelligence

Windrow Estates Home Owners Association Inc

990EZ • Fiscal year 2017 • EIN 56-1078831

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 11, 2019

Organization ProfileN/A
1201 Stallings RoadMatthews, NC 28104

(704) 535-1122

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

6th percentile

-34%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-13%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$345,474

Down $49,997 (-13%) from 2016

Net Assets

$345,474

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$145,560

Up $1,566 (+1.1%) from 2016

Expenses

Up

$195,557

Up $43,938 (+29%) from 2016

Net Income

Down

-$49,997

Down $42,372 (-556%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$400K$300K$200K$100K$0Assets 2010: $359,312Liabilities 2010: $914Net Assets 2010: $358,3982010Assets 2011: $373,450Liabilities 2011: $840Net Assets 2011: $372,6102011Assets 2012: $380,130Liabilities 2012: $1,179Net Assets 2012: $378,9512012Assets 2013: $384,757Liabilities 2013: $1,238Net Assets 2013: $383,5192013Assets 2014: $383,769Liabilities 2014: $5892014Assets 2015: $399,263Liabilities 2015: $02015Assets 2016: $395,471Liabilities 2016: $02016Assets 2017: $345,474Net Assets 2017: $345,4742017Assets 2018: $57,687Liabilities 2018: $4,465Net Assets 2018: $53,2222018Assets 2020: $120,869Liabilities 2020: $11,7402020Assets 2021: $156,978Liabilities 2021: $16,111Net Assets 2021: $140,8672021Assets 2022: $159,233Liabilities 2022: $24,806Net Assets 2022: $134,4272022Assets 2023: $195,070Liabilities 2023: $24,202Net Assets 2023: $170,8682023Assets 2024: $229,107Liabilities 2024: $19,725Net Assets 2024: $209,3822024Assets 2025: $244,683Liabilities 2025: $22,786Net Assets 2025: $221,8972025

Highlighted filing

2017

Assets$345,474
Liabilities-
Net Assets$345,474
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $141,224Expenses 2010: $145,000Net Income 2010: -$3,7762010Revenue 2011: $142,416Expenses 2011: $128,204Net Income 2011: $14,2122011Revenue 2012: $141,975Expenses 2012: $135,634Net Income 2012: $6,3412012Revenue 2013: $134,872Expenses 2013: $130,304Net Income 2013: $4,5682013Revenue 2014: $143,132Expenses 2014: $143,471Net Income 2014: -$3392014Revenue 2015: $157,820Expenses 2015: $141,737Net Income 2015: $16,0832015Revenue 2016: $143,994Expenses 2016: $151,619Net Income 2016: -$7,6252016Revenue 2017: $145,560Expenses 2017: $195,557Net Income 2017: -$49,9972017Revenue 2018: $150,349Expenses 2018: $147,081Net Income 2018: $3,2682018Revenue 2020: $159,359Expenses 2020: $150,695Net Income 2020: $8,6642020Revenue 2021: $166,712Expenses 2021: $149,576Net Income 2021: $17,1362021Revenue 2022: $185,062Expenses 2022: $202,338Net Income 2022: -$17,2762022Revenue 2023: $188,173Expenses 2023: $169,422Net Income 2023: $18,7512023Revenue 2024: $185,886Expenses 2024: $151,947Net Income 2024: $33,9392024Revenue 2025: $239,827Expenses 2025: $247,214Net Income 2025: -$7,3872025

Highlighted filing

2017

Revenue$145,560
Expenses$195,557
Net Income-$49,997
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 11, 2019
Return Version
2017v2.3
Gross Receipts
$145,560
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
HOMEOWNERS ASSOCIATION SERVING 243 HOMES. MAINTAINS COMMON PROPERTIES AND PROVIDES SOCIAL ACTIVITIES FOR HOA. COMMON AREAS INCLUDE 2 CLUBHOUSES, 3 POOLS, LAKE, TENNIS COURTS.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC RUDISILLPresident-$0--
MARGE AVERILL1st Vice Pre-$0--
LAURA MULLIS2nd Vice Pre-$0--
MIKE KIRKBoard Member-$0--
DAWN ROATENSecretary-$0--
HUBERT HELMSBoard Member-$0--
AMY WHITEBoard Member-$0--
HARRY BRAUNTreasurer-$0--
ALLISON MACDOWELLBoard Member-$0--
JEFF HERMAN-SMITHBoard Member-$0--
MARGARET MORRISONBoard Member-$0--
STEPHEN MCSTAVICKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Windrow Estates Home Owners Associa
EIN
56-1078831
Phone
7045351122
Address
1201 STALLINGS ROAD, MATTHEWS, NC 28104

Signing Officer

Name
Eric Rudisill
Title
President
Phone
7045351122
Signed
2019-06-11

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Summer guest fees 30,925 clubhouse income 2,850 pool income 1,044 late fees 51 total 34,870”

Form 990-ez, Part I, Line 16

“Expenses office 270 insurance 11,469 community functions 10,544 maintenace & repairs 36,989 pool expenses 48,870 reserve expenses 25,100 total 133,242”

Form 990-ez, Part II, Line 24

“39,063 39,063 less accumulated depreciation 29,107 29,107 total 9,956 9,956”

Raw XML Appendix145 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/PersonNm0ERIC RUDISILL
IRS990EZ/BooksInCareOfDetail/PhoneNum07045351122
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 STALLINGS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-49997
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09388
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0395471
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0345474
IRS990EZ/GrossReceiptsAmt0145560
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0144
IRS990EZ/LandAndBuildingsGrp/BOYAmt0278212
IRS990EZ/LandAndBuildingsGrp/EOYAmt0278212
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0110546
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0395471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0345474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0395471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0345474
IRS990EZ/OccupancyRentUtltsAndMaintAmt012190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC RUDISILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGE AVERILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MULLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAWN ROATEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HUBERT HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HARRY BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALLISON MACDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEFF HERMAN-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARGARET MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEPHEN MCSTAVICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09956
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09956
IRS990EZ/OtherExpensesTotalAmt0133242
IRS990EZ/OtherRevenueTotalAmt034870
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt02634
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOMEOWNERS ASSOCIATION SERVING 243 HOMES. MAINTAINS COMMON PROPERTIES AND PROVIDES SOCIAL ACTIVITIES FOR HOA. COMMON AREAS INCLUDE 2 CLUBHOUSES, 3 POOLS, LAKE, TENNIS COURTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038103
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0195557
IRS990EZ/TotalRevenueAmt0145560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUMMER GUEST FEES 30,925 CLUBHOUSE INCOME 2,850 POOL INCOME 1,044 LATE FEES 51 TOTAL 34,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 270 INSURANCE 11,469 COMMUNITY FUNCTIONS 10,544 MAINTENACE & REPAIRS 36,989 POOL EXPENSES 48,870 RESERVE EXPENSES 25,100 TOTAL 133,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt239,063 39,063 LESS ACCUMULATED DEPRECIATION 29,107 29,107 TOTAL 9,956 9,956
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC RUDISILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045351122
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDROW ESTATES HOME OWNERS ASSOCIA
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0561078831
ReturnHeader/Filer/PhoneNum07045351122
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 STALLINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD104542DC63F9646C0CAD32E1690241BDB3ABB7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD104542DC63F9646C0CAD32E1690241BDB3ABB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02019-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:30:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02019-08-05T15:30:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,474
Liabilities
-
Net assets
$345,474
Revenue
$145,560
Expenses
$195,557
Net income
-$49,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$0.23$2.22$2.40$2.47$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.20$2.09$1.86$1.52$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.24$1.71$1.88$1.69$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.25$1.34$1.85$2.02$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.16$1.41$1.67$1.50$0.17
2020Summary only. Only limited summary data is available for this year.$1.21$0.12$1.59$1.51$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.04$0.53$1.50$1.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.45$3.45$1.46$1.96$0.50
2016Summary only. Only limited summary data is available for this year.$3.95$0.00$1.44$1.52$0.08
2015Summary only. Only limited summary data is available for this year.$3.99$0.00$1.58$1.42$0.16
2014Summary only. Only limited summary data is available for this year.$3.84$0.01$1.43$1.43$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.01$3.84$1.35$1.30$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.01$3.79$1.42$1.36$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.01$3.73$1.42$1.28$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.01$3.58$1.41$1.45$0.04