Civic Intelligence

Willow Ridge Unit No 3 Homeowners Association Inc

990EZ • Fiscal year 2019 • EIN 58-1681196

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 20, 2020

Organization ProfileN/A
PO Box 17481Shreveport, LA 71138

(318) 635-9446

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$4,800

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-8.4%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$86,374

Up $11,167 (+15%) from 2018

Net Assets

Up

$86,374

Up $11,167 (+15%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Down

$42,334

Down $3,894 (-8.4%) from 2018

Expenses

Down

$31,167

Down $7,678 (-20%) from 2018

Net Income

Up

$11,167

Up $3,784 (+51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$200K$150K$100K$50K$0Assets 2014: $78,860Net Assets 2014: $78,8602014Assets 2015: $77,143Net Assets 2015: $77,1432015Assets 2016: $74,257Liabilities 2016: $0Net Assets 2016: $74,2572016Assets 2017: $67,824Liabilities 2017: $0Net Assets 2017: $67,8242017Assets 2018: $75,207Net Assets 2018: $75,2072018Assets 2019: $86,374Liabilities 2019: $0Net Assets 2019: $86,3742019Assets 2020: $97,730Net Assets 2020: $97,7302020Assets 2021: $107,298Net Assets 2021: $107,2982021Assets 2022: $129,094Net Assets 2022: $129,0942022Assets 2023: $169,168Liabilities 2023: $0Net Assets 2023: $169,1682023Assets 2024: $63,318Liabilities 2024: $0Net Assets 2024: $63,3182024

Highlighted filing

2019

Assets$86,374
Liabilities$0
Net Assets$86,374
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2014: $24,113Expenses 2014: $22,970Net Income 2014: $1,1432014Revenue 2015: $22,513Expenses 2015: $24,230Net Income 2015: -$1,7172015Revenue 2016: $41,039Expenses 2016: $43,925Net Income 2016: -$2,8862016Revenue 2017: $26,712Expenses 2017: $33,145Net Income 2017: -$6,4332017Revenue 2018: $46,228Expenses 2018: $38,845Net Income 2018: $7,3832018Revenue 2019: $42,334Expenses 2019: $31,167Net Income 2019: $11,1672019Revenue 2020: $42,461Expenses 2020: $31,105Net Income 2020: $11,3562020Revenue 2021: $41,178Expenses 2021: $31,610Net Income 2021: $9,5682021Revenue 2022: $48,647Expenses 2022: $31,500Net Income 2022: $17,1472022Revenue 2023: $43,650Expenses 2023: $28,009Net Income 2023: $15,6412023Revenue 2024: $40,402Expenses 2024: $146,252Net Income 2024: -$105,8502024

Highlighted filing

2019

Revenue$42,334
Expenses$31,167
Net Income$11,167
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$42,334
Mission and Program Overview

Mission

Homeowner's membership services.

Homeowners' membership services.

Program Services

DescriptionGrantsExpenses
MAINTAINED COMMON AREAS, REPAIRED STREETS, COLLECTION OF HOMEOWNERS' DUES.-$31,167
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE JACKBookkeeper-$4,800-$4,800
MARK RATLEYDirector-$0--
FRED MCGAHADirector-$0--
SIA RAVARIDirector-$0--
RUSS FRIEDRICHDirector-$0--
CHARLES BURTONDirector-$0--
CONNELL JACKSONDirector-$0--
MARK DONOHUEDirector-$0--
JAMES MOHRPast Preside-$0--
BETH MCGAHASecretary-$0--
HERSHEL ROARKFinancial Of-$0--
GISELE PROBY-BRYANTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Willow Ridge Homeowners
EIN
58-1681196
Phone
3186359446
Address
PO BOX 17481, SHREVEPORT, LA 71138

Signing Officer

Name
Catherine Jack
Title
Bookkeeper
Phone
3184586669
Signed
2020-08-20
Discuss with paid preparer
Yes

Preparer

Firm
A Edward Ball CPA LLC
Address
1000 CHINABERRY DRIVE SUITE 700, BOSSIER CITY, LA 71111
Preparer
A Edward Ball CPA
Phone
3185888823
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance expense 3,567 taxes & licenses 1,100 members expense 641 repairs & maintenance 1,675 bank service charges 75 grounds maintenance 14,000 utilities 4,103 total 25,161”

Raw XML Appendix138 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/PersonNm0CATHERINE JACK
IRS990EZ/BooksInCareOfDetail/PhoneNum03186359446
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05647 S LAKESHORE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHREVEPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011167
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0873
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086374
IRS990EZ/GrossReceiptsAmt042334
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0114
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086374
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086374
IRS990EZ/OccupancyRentUtltsAndMaintAmt0200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt74800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK RATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED MCGAHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SIA RAVARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUSS FRIEDRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNELL JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK DONOHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CATHERINE JACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES MOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BETH MCGAHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HERSHEL ROARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GISELE PROBY-BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOOKKEEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FINANCIAL OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025161
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS' MEMBERSHIP SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt0133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINED COMMON AREAS, REPAIRED STREETS, COLLECTION OF HOMEOWNERS' DUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031167
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04800
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031167
IRS990EZ/TotalProgramServiceExpensesAmt031167
IRS990EZ/TotalRevenueAmt042334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE EXPENSE 3,567 TAXES & LICENSES 1,100 MEMBERS EXPENSE 641 REPAIRS & MAINTENANCE 1,675 BANK SERVICE CHARGES 75 GROUNDS MAINTENANCE 14,000 UTILITIES 4,103 TOTAL 25,161
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE JACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOOKKEEPER
ReturnHeader/BusinessOfficerGrp/PhoneNum03184586669
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW RIDGE HOMEOWNERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION UNIT 3
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0581681196
ReturnHeader/Filer/PhoneNum03186359446
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17481
ReturnHeader/Filer/USAddress/CityNm0SHREVEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C58483C7EDFEBD971B21039854E7F9D8BB9D21A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055868728C9E27F9191CF9093610A3C132B54E18C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.219.40.146
ReturnHeader/FilingSecurityInformation/IPDt02020-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:58:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823173760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A EDWARD BALL CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 CHINABERRY DRIVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSSIER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071111
ReturnHeader/PreparerPersonGrp/PhoneNum03185888823
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A EDWARD BALL CPA
ReturnHeader/ReturnTs02020-08-23T17:58:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,374
Liabilities
$0
Net assets
$86,374
Revenue
$42,334
Expenses
$31,167
Net income
$11,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.40$1.46$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.44$0.28$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$0.49$0.32$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.41$0.32$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.42$0.31$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.42$0.31$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.46$0.39$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.27$0.33$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.41$0.44$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.23$0.24$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.24$0.23$0.01