Civic Intelligence

Oak Run Homeowners Association Inc

EIN 59-2775615 • 501(c)7 • Ocala, FL

Profile

The association was created to organize the recreational, social, and cultural activities desired by the homeowners within the development.

PO Box 772681Ocala, FL 34477-2681

www.orha-ocala.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

0.2%

Higher net margin than 44% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-1.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$202,270

Up $6,443 (+3.3%) from 2023

Liabilities

Up

$13,698

Up $5,844 (+74%) from 2023

Net Assets

Up

$188,572

Up $599 (+0.3%) from 2023

Revenue

Down

$374,742

Down $3,962 (-1.0%) from 2023

Expenses

Down

$374,143

Down $6,605 (-1.7%) from 2023

Net Income

Up

$599

Up $2,643 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $195,617Liabilities 2010: $104,699Net Assets 2010: $90,9182010Assets 2011: $136,137Liabilities 2011: $35,767Net Assets 2011: $100,3702011Assets 2012: $177,033Liabilities 2012: $74,519Net Assets 2012: $102,5142012Assets 2013: $186,529Liabilities 2013: $58,924Net Assets 2013: $127,6052013Assets 2014: $174,836Liabilities 2014: $38,697Net Assets 2014: $136,1392014Assets 2015: $237,230Liabilities 2015: $90,779Net Assets 2015: $146,4512015Assets 2016: $197,110Liabilities 2016: $31,752Net Assets 2016: $165,3582016Assets 2017: $209,973Liabilities 2017: $21,791Net Assets 2017: $188,1822017Assets 2018: $292,317Liabilities 2018: $80,913Net Assets 2018: $211,4042018Assets 2019: $253,334Liabilities 2019: $41,794Net Assets 2019: $211,5402019Assets 2020: $215,306Liabilities 2020: $10,598Net Assets 2020: $204,7082020Assets 2021: $210,648Liabilities 2021: $17,646Net Assets 2021: $193,0022021Assets 2022: $196,021Liabilities 2022: $6,004Net Assets 2022: $190,0172022Assets 2023: $195,827Liabilities 2023: $7,854Net Assets 2023: $187,9732023Assets 2024: $202,270Liabilities 2024: $13,698Net Assets 2024: $188,5722024

Highlighted filing

2024

Assets$202,270
Liabilities$13,698
Net Assets$188,572

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $369,7432010Revenue 2011: $484,281Expenses 2011: $474,829Net Income 2011: $9,4522011Expenses 2012: $354,3682012Revenue 2013: $380,001Expenses 2013: $354,910Net Income 2013: $25,0912013Revenue 2014: $328,769Expenses 2014: $320,235Net Income 2014: $8,5342014Revenue 2015: $335,819Expenses 2015: $325,507Net Income 2015: $10,3122015Revenue 2016: $414,628Expenses 2016: $395,721Net Income 2016: $18,9072016Revenue 2017: $331,322Expenses 2017: $308,498Net Income 2017: $22,8242017Revenue 2018: $361,727Expenses 2018: $338,505Net Income 2018: $23,2222018Revenue 2019: $373,472Expenses 2019: $373,336Net Income 2019: $1362019Revenue 2020: $106,656Expenses 2020: $113,488Net Income 2020: -$6,8322020Revenue 2021: $72,352Expenses 2021: $84,058Net Income 2021: -$11,7062021Revenue 2022: $346,317Expenses 2022: $349,302Net Income 2022: -$2,9852022Revenue 2023: $378,704Expenses 2023: $380,748Net Income 2023: -$2,0442023Revenue 2024: $374,742Expenses 2024: $374,143Net Income 2024: $5992024

Highlighted filing

2024

Revenue$374,742
Expenses$374,143
Net Income$599

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.14$1.89$3.75$3.74$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.08$1.88$3.79$3.81$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.06$1.90$3.46$3.49$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.18$1.93$0.72$0.84$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.11$2.05$1.07$1.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.42$2.12$3.73$3.73$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.81$2.11$3.62$3.39$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.22$1.88$3.31$3.08$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.32$1.65$4.15$3.96$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.91$1.46$3.36$3.26$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.39$1.36$3.29$3.20$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.59$1.28$3.80$3.55$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.75$1.03$3.54
2011Summary only. Only limited summary data is available for this year.$1.36$0.36$1.00$4.84$4.75$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$1.05$0.91$3.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.0
Gross Receipts
$374,742
Mission and Program Overview

Mission

The association was created to organize the recreational, social, and cultural activities desired by the homeowners within the development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$187,973$188,572▲ $599
Savings and Temporary Cash Investments$108,444$93,072▼ $15,372
Cash and Non-Interest-Bearing Accounts$64,724$70,029▲ $5,305
Prepaid Expenses and Deferred Charges$10,866$29,508▲ $18,642
Land, Buildings, and Equipment, Net$11,793$9,661▼ $2,132
Total Assets$195,827$202,270▲ $6,443
Liabilities
Other Liabilities$7,854$13,698▲ $5,844
Total Liabilities$7,854$13,698▲ $5,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$187,973$188,572▲ $599
Total Liabilities and Net Assets / Fund Balance$195,827$202,270▲ $6,443

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,661$94,313$103,974
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom OsbornPresident
Ali InmanDirector
Bill OwensDirector
Linda SkowronskiDirector
Mickey HoeyDirector
Ritch WinterDirector
Patty WaddellCo Treasurer
Rosemarie PelusoCo Treasurer
Douglas FawleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$372,913
Investment Income
$1,829
Other Revenue
$0
Change in Net Assets
$599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$16,109-$16,109
All Other Expenses-$15,768-$15,768
Office Expenses-$7,709-$7,709
Fees for Services Accounting-$7,375-$7,375
Other Expenses-$5,824-$5,824
Depreciation Depletion-$2,132-$2,132
Total Functional Expenses$0$374,143$0$374,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Receipts$13,698
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the president of the board of directors and the treasurer prior to filing.

Form 990, Page 6, Part VI, Line 19

Financial information is distributed to members in attendance at the monthly board of directors meetings. Following the meetings, financial information is available to members at the library inside the orchid club. The organization's coverning documents are also available to memebers in the library. Information is not distributed to th general public.

Filing and Contact Details

Filer

Filer Name
Oak Run Homeowners Association Inc
EIN
59-2775615
Phone
3522377145
Address
PO BOX 772681, OCALA, FL 34477-2681

Signing Officer

Name
Patty Waddell
Title
Co Treasurer
Phone
3522377145
Signed
2025-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Waddell
Formed
1985
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
H2 Advisors
Address
101 NE 1ST AVE, OCALA, FL 34470-6655
Preparer
David M Hoffman CPA
Phone
3523558333
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Miscellaneous activities - organize miscellaneous activities for homeowners within the development.

Raw XML Appendix315 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ASSOCIATION WAS CREATED TO ORGANIZE THE RECREATIONAL, SOCIAL, AND CULTURAL ACTIVITIES DESIRED BY THE HOMEOWNERS WITHIN THE DEVELOPMENT.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015768
IRS990/AllOtherExpensesGrp/TotalAmt015768
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0PATTY WADDELL
IRS990/BooksInCareOfDetail/PhoneNum03522377145
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010630 SW 71ST CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OCALA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0344763955
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IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYOtherExpensesAmt0374143
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0599
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0374742
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02132
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IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07375
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS FAWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm6MICKEY HOEY
IRS990/Form990PartVIISectionAGrp/PersonNm7ALI INMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8RITCH WINTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0374742
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt094313
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0187973
IRS990/NetAssetsOrFundBalancesEOYAmt0188572
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07709
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/ProgSrvcAccomActy3Grp/Desc0TRAVEL CLUB - ORGANIZES TRIPS FOR HOMEOWNERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS ACTIVITIES - ORGANIZE MISCELLANEOUS ACTIVITIES FOR HOMEOWNERS WITHIN THE DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL INFORMATION IS DISTRIBUTED TO MEMBERS IN ATTENDANCE AT THE MONTHLY BOARD OF DIRECTORS MEETINGS. FOLLOWING THE MEETINGS, FINANCIAL INFORMATION IS AVAILABLE TO MEMBERS AT THE LIBRARY INSIDE THE ORCHID CLUB. THE ORGANIZATION'S COVERNING DOCUMENTS ARE ALSO AVAILABLE TO MEMEBERS IN THE LIBRARY. INFORMATION IS NOT DISTRIBUTED TO TH GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsBOYAmt0195827
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0374143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07854
IRS990/TotalLiabilitiesEOYAmt013698
IRS990/TotalLiabilitiesGrp/BOYAmt07854
IRS990/TotalLiabilitiesGrp/EOYAmt013698
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0187973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188572
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04719
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04719
IRS990/TotalProgramServiceRevenueAmt0372913
IRS990/TotalRevenueGrp/ExclusionAmt01829
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0372913
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0374742
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195827
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0202270
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010630 SW 71ST CIRCLE
IRS990/USAddress/CityNm0OCALA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0344763955
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ORHA-OCALA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY WADDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03522377145
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK RUN HOMEOWNERS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0592775615
ReturnHeader/Filer/PhoneNum03522377145
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 772681
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830949245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H2 ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 NE 1ST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344706655
ReturnHeader/PreparerPersonGrp/PhoneNum03523558333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M HOFFMAN CPA
ReturnHeader/ReturnTs02025-07-10T15:47:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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