Civic Intelligence

Heritage Shores South Homeowners

EIN 56-2249661 • 501(c)4 • Hertford, NC

Profile

Operate and manage a home owners association

PO Box 292Hertford, NC 27944

http//HSPHOME.ORG

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

37th percentile

-4.7%

Higher net margin than 37% 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

51st percentile

-0.8%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

58th percentile

3.1%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$156,206

Up $150 (+0.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$156,206

Up $150 (+0.1%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$25,564

Down $1,491 (-5.5%) from 2021

Expenses

Up

$25,415

Up $2,155 (+9.3%) from 2021

Net Income

Down

$149

Down $3,646 (-96%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$200K$150K$100K$50K$0Assets 2010: $112,048Net Assets 2010: $112,0482010Assets 2011: $189,966Liabilities 2011: $50,000Net Assets 2011: $139,9662011Assets 2012: $173,109Liabilities 2012: $25,000Net Assets 2012: $148,1092012Assets 2013: $159,917Net Assets 2013: $159,9172013Assets 2014: $161,093Net Assets 2014: $161,0932014Assets 2015: $154,379Net Assets 2015: $154,3792015Assets 2016: $149,271Net Assets 2016: $149,2712016Assets 2017: $157,462Net Assets 2017: $157,4622017Assets 2018: $146,377Net Assets 2018: $146,3772018Assets 2019: $150,642Net Assets 2019: $150,6422019Assets 2021: $156,056Net Assets 2021: $156,0562021Assets 2022: $156,206Net Assets 2022: $156,2062022

Highlighted filing

2022

Assets$156,206
Liabilities-
Net Assets$156,206
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $21,199Expenses 2010: $12,690Net Income 2010: $8,5092010Revenue 2011: $45,732Expenses 2011: $17,814Net Income 2011: $27,9182011Revenue 2012: $32,300Expenses 2012: $24,157Net Income 2012: $8,1432012Revenue 2013: $33,061Expenses 2013: $21,254Net Income 2013: $11,8072013Revenue 2014: $22,839Expenses 2014: $21,661Net Income 2014: $1,1782014Revenue 2015: $24,399Expenses 2015: $31,113Net Income 2015: -$6,7142015Revenue 2016: $24,177Expenses 2016: $29,287Net Income 2016: -$5,1102016Revenue 2017: $26,072Expenses 2017: $17,881Net Income 2017: $8,1912017Revenue 2018: $24,775Expenses 2018: $35,860Net Income 2018: -$11,0852018Revenue 2019: $24,389Expenses 2019: $20,124Net Income 2019: $4,2652019Revenue 2021: $27,055Expenses 2021: $23,260Net Income 2021: $3,7952021Revenue 2022: $25,564Expenses 2022: $25,415Net Income 2022: $1492022

Highlighted filing

2022

Revenue$25,564
Expenses$25,415
Net Income$149
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$156,206
Liabilities
-
Net assets
$156,206
Revenue
$25,564
Expenses
$25,415
Net income
$149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$1.56$0.26$0.25$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$1.56$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.24$0.20$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$1.46$0.25$0.36$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.57$0.26$0.18$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$1.49$0.24$0.29$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.24$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.23$0.22$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.33$0.21$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.25$1.48$0.32$0.24$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.50$1.40$0.46$0.18$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$0.21$0.13$0.09
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 3, 2020
Return Version
2019v5.0
Gross Receipts
$24,389
Mission and Program Overview

Mission

Operate and manage a home owners association

Program Services

DescriptionGrantsExpenses
OPERATE AND MANAGE A HOME OWNERS ASSOCIATION-$20,124
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDI BOWMANTreasurer-$0--
CALVIN ELLIOTTAt Large-$0--
MIKE HARDISONPresident-$0--
CLYDE TROMBETTIVice Preside-$0--
JILL NOESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Shores South Homeowners
EIN
56-2249661
Phone
2524261114
Address
PO BOX 292, HERTFORD, NC 27944

Signing Officer

Name
Judi Bowman
Title
Treasurer
Phone
2524261114
Signed
2020-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Donna H Winborne CPA Pc
Address
PO BOX 567, EDENTON, NC 27932
Preparer
Donna H Winborne
Phone
2524828461
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses po box rental 76 office supplies 122 insurance 500 board meeting room rental 125 bank charges 49 non-investment depreciation 12,804 total 13,676”

Form 990-ez, Part II, Line 24

“194,006 229,356 less accumulated depreciation 115,829 128,634 total 78,177 100,722”

Form 990-ez, Part II, Line 26

“Loans payable to property owners 0 0”

Raw XML Appendix117 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/PersonNm0JUDI BOWMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02524261114
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 WASHINGTON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HERTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027944
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041100
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022820
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04265
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0893
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150642
IRS990EZ/GrossReceiptsAmt024389
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0185
IRS990EZ/LandAndBuildingsGrp/BOYAmt027100
IRS990EZ/LandAndBuildingsGrp/EOYAmt027100
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024204
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150642
IRS990EZ/OccupancyRentUtltsAndMaintAmt05555
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDI BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CALVIN ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE HARDISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLYDE TROMBETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL NOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt078177
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100722
IRS990EZ/OtherExpensesTotalAmt013676
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATE AND MANAGE A HOME OWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATE AND MANAGE A HOME OWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020124
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020124
IRS990EZ/TotalProgramServiceExpensesAmt020124
IRS990EZ/TotalRevenueAmt024389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP:\\HSPHOME.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PO BOX RENTAL 76 OFFICE SUPPLIES 122 INSURANCE 500 BOARD MEETING ROOM RENTAL 125 BANK CHARGES 49 NON-INVESTMENT DEPRECIATION 12,804 TOTAL 13,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1194,006 229,356 LESS ACCUMULATED DEPRECIATION 115,829 128,634 TOTAL 78,177 100,722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS PAYABLE TO PROPERTY OWNERS 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDI BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02524261114
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE SHORES SOUTH HOMEOWNERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0562249661
ReturnHeader/Filer/PhoneNum02524261114
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 292
ReturnHeader/Filer/USAddress/CityNm0HERTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027944
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041A9F9EC1068121C27B0A249457D146E53F9D29C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094B3F36832A1B28F2E13546507C1F1F6CBA7F173
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.201.94.251
ReturnHeader/FilingSecurityInformation/IPDt02020-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:58:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541430243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA H WINBORNE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 567
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027932
ReturnHeader/PreparerPersonGrp/PhoneNum02524828461
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA H WINBORNE
ReturnHeader/ReturnTs02020-03-05T12:58:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits