Civic Intelligence

Windrow Estates Home Owners Association Inc

990EZ • Fiscal year 2021 • EIN 56-1078831

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 10, 2022

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

75th percentile

0.10x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.10x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

4.6%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$156,978

Up $36,109 (+30%) from 2020

Net Assets

$140,867

No earlier filing loaded for comparison.

Liabilities

Up

$16,111

Up $4,371 (+37%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin58th percentile

Revenue

Up

$166,712

Up $7,353 (+4.6%) from 2020

Expenses

Down

$149,576

Down $1,119 (-0.7%) from 2020

Net Income

Up

$17,136

Up $8,472 (+98%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2021

Assets$156,978
Liabilities$16,111
Net Assets$140,867
Open 2021 Filing

Operations Trend

Revenue Growth49th 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

2021

Revenue$166,712
Expenses$149,576
Net Income$17,136
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 10, 2022
Return Version
2021v4.0
Gross Receipts
$166,712
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 RUDISILLBoard Member-$0--
MARGE AVERILLVice Preside-$0--
AMY WHITESecretary-$0--
CLAY GILLIAMBoard Member-$0--
DAVID GAERTNERPresident-$0--
ANNE DIRRBoard Member-$0--
JERRY SHANKOBoard Member-$0--
LAUREN KRAEMARBoard Member-$0--
ELIZABETH CAUDIEBoard Member-$0--
HANNAH BARBARANBoard Member-$0--
LAURA MULLISBoard Member-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
David Gaertner
Title
President
Phone
7045351122
Signed
2022-02-10

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

“Pool income 22,445 clubhouse income 1,450 late fees 1,438 bank charges 175 total 25,508”

Form 990-ez, Part I, Line 16

“Expenses office 690 information technology 480 insurance 14,050 community functions 1,586 maintenance & repairs 9,298 pool expenses 49,043 reserve fund transfers 14,601 total 89,748”

Form 990-ez, Part I, Line 20

“Reserve fund transfers 14,601”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 11,739 16,111”

Raw XML Appendix137 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/PersonNm0DAVID GAERTNER
IRS990EZ/BooksInCareOfDetail/PhoneNum07045351122
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 STALLINGS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120869
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010672
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120869
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156978
IRS990EZ/GrossReceiptsAmt0166712
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt082
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0141122
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109130
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109130
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140867
IRS990EZ/OccupancyRentUtltsAndMaintAmt07804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
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/PersonNm0ERIC RUDISILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGE AVERILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAY GILLIAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID GAERTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE DIRR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JERRY SHANKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAUREN KRAEMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELIZABETH CAUDIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HANNAH BARBARAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAURA MULLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt014601
IRS990EZ/OtherExpensesTotalAmt089748
IRS990EZ/OtherRevenueTotalAmt025508
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt03224
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/SalariesOtherCompEmplBnftAmt038128
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011739
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016111
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0149576
IRS990EZ/TotalRevenueAmt0166712
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POOL INCOME 22,445 CLUBHOUSE INCOME 1,450 LATE FEES 1,438 BANK CHARGES 175 TOTAL 25,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 690 INFORMATION TECHNOLOGY 480 INSURANCE 14,050 COMMUNITY FUNCTIONS 1,586 MAINTENANCE & REPAIRS 9,298 POOL EXPENSES 49,043 RESERVE FUND TRANSFERS 14,601 TOTAL 89,748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESERVE FUND TRANSFERS 14,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 11,739 16,111
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GAERTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045351122
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDROW ESTATES HOME OWNERS
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/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/PreparationDt02022-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02022-10-13T14:19:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GAERTNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,978
Liabilities
$16,111
Net assets
$140,867
Revenue
$166,712
Expenses
$149,576
Net income
$17,136
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
2021Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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