Civic Intelligence

Mitsy Forest Community Association Inc

EIN 58-1479388 • 501(c)4 • Marietta, GA

Profile

Homeowners association - 120 members

1080 Mitsy Forest Dr NEMarietta, GA 30068-2335

www.mitsyforest.org

Siviq Scores

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

Liabilities / Assets

94th percentile

0.79x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.55x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

7th percentile

-132%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

90th percentile

$775

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

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

Asset Growth

26th percentile

-22%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$190,933

Down $52,551 (-22%) from 2023

Liabilities

Up

$150,001

Up $144,786 (+2776%) from 2023

Net Assets

$40,932

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue97th percentileNet Margin7th percentile

Revenue

Up

$96,589

Up $14,532 (+18%) from 2023

Expenses

Up

$223,891

Up $122,329 (+120%) from 2023

Net Income

Down

-$127,302

Down $107,797 (-553%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0Assets 2011: $99,719Liabilities 2011: $02011Assets 2012: $104,461Liabilities 2012: $02012Assets 2013: $110,572Liabilities 2013: $02013Assets 2014: $115,426Liabilities 2014: $02014Assets 2015: $117,384Liabilities 2015: $02015Assets 2019: $185,900Liabilities 2019: $24,4062019Assets 2020: $189,717Liabilities 2020: $12,3222020Assets 2021: $196,751Liabilities 2021: $2,689Net Assets 2021: $194,0622021Assets 2022: $259,958Liabilities 2022: $2,1842022Assets 2023: $243,484Liabilities 2023: $5,2152023Assets 2024: $190,933Liabilities 2024: $150,001Net Assets 2024: $40,9322024

Highlighted filing

2024

Assets$190,933
Liabilities$150,001
Net Assets$40,932
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $46,159Expenses 2011: $47,039Net Income 2011: -$8802011Revenue 2012: $71,829Expenses 2012: $67,086Net Income 2012: $4,7432012Revenue 2013: $50,372Expenses 2013: $44,261Net Income 2013: $6,1112013Revenue 2014: $51,420Expenses 2014: $46,566Net Income 2014: $4,8542014Revenue 2015: $51,308Expenses 2015: $49,350Net Income 2015: $1,9582015Revenue 2019: $70,950Expenses 2019: $63,222Net Income 2019: $7,7282019Revenue 2020: $76,235Expenses 2020: $60,334Net Income 2020: $15,9012020Revenue 2021: $76,662Expenses 2021: $59,995Net Income 2021: $16,6672021Revenue 2022: $130,066Expenses 2022: $66,354Net Income 2022: $63,7122022Revenue 2023: $82,057Expenses 2023: $101,562Net Income 2023: -$19,5052023Revenue 2024: $96,589Expenses 2024: $223,891Net Income 2024: -$127,3022024

Highlighted filing

2024

Revenue$96,589
Expenses$223,891
Net Income-$127,302
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,933
Liabilities
$150,001
Net assets
$40,932
Revenue
$96,589
Expenses
$223,891
Net income
-$127,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$1.50$0.41$0.97$2.24$1.27
2023Summary only. Only limited summary data is available for this year.$2.43$0.05$0.82$1.02$0.20
2022Summary only. Only limited summary data is available for this year.$2.60$0.02$1.30$0.66$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.03$1.94$0.77$0.60$0.17
2020Summary only. Only limited summary data is available for this year.$1.90$0.12$0.76$0.60$0.16
2019Summary only. Only limited summary data is available for this year.$1.86$0.24$0.71$0.63$0.08
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$0.51$0.49$0.02
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$0.51$0.47$0.05
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.50$0.44$0.06
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.72$0.67$0.05
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.46$0.47$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$96,589
Mission and Program Overview

Mission

Homeowners association - 120 members

Program Services

DescriptionGrantsExpenses
Other program service-$86,984
Pool leak repairs, structural reinforcements and replastering of pool plus other improvements. 120 member benefit-$60,064
Landscaping to improve structural integrity of pool house and to address environmental concerns. 120 member benefit-$49,995
Service contracts for maintaining pool and lifeguards. 104 member benefit. Service contract for maintaining retention pond. 120 member + 5 non-member benefit-$26,848
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amelia KingRecreation Chair-$0$775$775
Stacey OwensCommunications-$0--
Andrew MaurerPresident-$0--
Dawn WotapkaVice President-$0--
Efee OwhSecretary-$0--
Phillip MitchellTreasurerPT$0--
Chad JarryMembership-$0--
Filing and Contact Details

Filer

Filer Name
Mitsy Forest Community Association Inc
EIN
58-1479388
Address
1080 MITSY FOREST DR NE, MARIETTA, GA 30068-2335

Signing Officer

Name
Phillip G Mitchell Jr
Title
Treasurer
Signed
2025-11-12
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Bank fees, civic association fees, repairs, loan repayment principle + interest, as well as what is listed in Part 3: 28 - 31”

Part I, Line 20

“Fixed assets (pool, pool house) increase from repairs and improvements. Depreciation of other fixed assets, or replacement with new assets. Long term liability - Loan $150,000 (for major repairs to pool, landscaping, repairs to pool house, and other recreation repairs). Loan principal balance at YE $1430656.42.”

Part I, Line 8

“Late fees, closing letters, other fees.”

Part II, Line 24

“Accts receivable and prepaid expenses.”

Part II, Line 26

“Accounts payable and accrued expenses (landscaping not yet invoiced). Loan (long term liability YE balance ($143,656.42)”

Raw XML Appendix128 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/BenefitsPaidToOrForMembersAmt0775
IRS990EZ/BooksInCareOfDetail/PersonNm0Phillip Mitchell
IRS990EZ/BooksInCareOfDetail/PhoneNum04047543744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01097 Dogwood Forest Drive NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marietta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011614
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-127302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0243484
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0190933
IRS990EZ/GrossReceiptsAmt096589
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt0222291
IRS990EZ/LandAndBuildingsGrp/EOYAmt0152256
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt093992
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0238269
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040932
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0238269
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040932
IRS990EZ/OccupancyRentUtltsAndMaintAmt0119414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacey Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew Maurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amelia King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawn Wotapka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Efee Owh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Phillip Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chad Jarry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Recreation Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09579
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07619
IRS990EZ/OtherChangesInNetAssetsAmt0-70035
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0103009
IRS990EZ/OtherRevenueTotalAmt02094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowners association - 120 members
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Landscaping to improve structural integrity of pool house and to address environmental concerns. 120 member benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Pool leak repairs, structural reinforcements and replastering of pool plus other improvements. 120 member benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Service contracts for maintaining pool and lifeguards. 104 member benefit. Service contract for maintaining retention pond. 120 member + 5 non-member benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program service
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049995
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt160064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt226848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt386984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05215
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150001
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0223891
IRS990EZ/TotalProgramServiceExpensesAmt0223891
IRS990EZ/TotalRevenueAmt096589
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mitsyforest.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees, civic association fees, repairs, loan repayment principle + interest, as well as what is listed in Part 3: 28 - 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fixed assets (pool, pool house) increase from repairs and improvements. Depreciation of other fixed assets, or replacement with new assets. Long term liability - Loan $150,000 (for major repairs to pool, landscaping, repairs to pool house, and other recreation repairs). Loan principal balance at YE $1430656.42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Late fees, closing letters, other fees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accts receivable and prepaid expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts payable and accrued expenses (landscaping not yet invoiced). Loan (long term liability YE balance ($143,656.42)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Phillip G Mitchell Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MITSY FOREST COMMUNITY ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MITS
ReturnHeader/Filer/EIN0581479388
ReturnHeader/Filer/USAddress/AddressLine1Txt01080 MITSY FOREST DR NE
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300682335
ReturnHeader/ReturnTs02025-11-12T04:15:27Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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