Civic Intelligence

Brookstone Homeowners Association

EIN 62-1336862 • 501(c)4 • Mount Juliet, TN

Profile

Homeowners Association

PO Box 938Mount Juliet, TN 37121

none at this time.

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

35th percentile

-5.6%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

48th percentile

-2.2%

Faster asset growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-6.6%

Faster revenue growth than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$219,568

Down $4,946 (-2.2%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$219,568

Down $4,946 (-2.2%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$88,324

Down $6,207 (-6.6%) from 2022

Expenses

Down

$93,270

Down $15,807 (-14%) from 2022

Net Income

Up

-$4,946

Up $9,600 (+66%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2022: $224,514Net Assets 2022: $224,5142022Assets 2023: $219,568Net Assets 2023: $219,5682023

Highlighted filing

2023

Assets$219,568
Liabilities-
Net Assets$219,568
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $94,531Expenses 2022: $109,077Net Income 2022: -$14,5462022Revenue 2023: $88,324Expenses 2023: $93,270Net Income 2023: -$4,9462023

Highlighted filing

2023

Revenue$88,324
Expenses$93,270
Net Income-$4,946
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,568
Liabilities
-
Net assets
$219,568
Revenue
$88,324
Expenses
$93,270
Net income
-$4,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.88$0.93$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.95$1.09$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$88,324
Mission and Program Overview

Mission

Homeowners Association

Program Services

DescriptionGrantsExpenses
Represented the member homeowners of the Brookstone community in Mt. Juliet, Tennessee. Maintained common property and amenities.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MaryJo ShockleyPresidentPT$0--
Tim MillerAt-Large Director-$0--
Brad YorkAt-Large Director-$0--
Ann SnarrTreasurer-$0--
Sheena CreganSecretary-$0--
Tania FreemanAt-Large Director-$0--
Shaun SmithVice President-$0--
Filing and Contact Details

Filer

Filer Name
Brookstone Homeowners Association
EIN
62-1336862
Address
PO Box 938, Mount Juliet, TN 37121

Signing Officer

Name
Mary Jo Shockley
Title
President
Phone
6159171701
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
William G McRay EA
Phone
6153619445
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 237”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank fees 44”

Form 990-EZ, Part I, Line 16, Other Expenses

“Taxes, licenses, and permits 720”

Raw XML Appendix111 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/BenefitsPaidToOrForMembersAmt0663
IRS990EZ/BooksInCareOfDetail/PersonNm0Ann Snarr
IRS990EZ/BooksInCareOfDetail/PhoneNum06153619445
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 938
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mt Juliet
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0224514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176713
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025866
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0224514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0219568
IRS990EZ/GrossReceiptsAmt088324
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/EOYAmt042855
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt088324
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0224514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0219568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0224514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0219568
IRS990EZ/OccupancyRentUtltsAndMaintAmt065238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MaryJo Shockley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tim Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brad York
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ann Snarr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sheena Cregan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tania Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shaun Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1At-Large Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2At-Large Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At-Large Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01001
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowners Association
IRS990EZ/PrintingPublicationsPostageAmt0502
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Represented the member homeowners of the Brookstone community in Mt. Juliet, Tennessee. Maintained common property and amenities.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093270
IRS990EZ/TotalRevenueAmt088324
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None at this time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Taxes, licenses, and permits 720
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Jo Shockley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06159171701
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brookstone Homeowners Association
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0621336862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 938
ReturnHeader/Filer/USAddress/CityNm0Mount Juliet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay EA
ReturnHeader/ReturnTs02024-11-15T05:04:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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