Civic Intelligence

Clear Brook Homeowners' Association

990EZ • Fiscal year 2019 • EIN 73-1622420

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 04, 2020

Organization ProfileCLEARBROOKOWASSO.COM
PO Box 2004Owasso, OK 74055

(918) 301-1100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

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

Asset Growth

58th percentile

4.5%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

88th percentile

36%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$82,258

Up $3,548 (+4.5%) from 2018

Net Assets

Up

$73,780

Up $4,500 (+6.5%) from 2018

Liabilities

Down

$8,478

Down $952 (-10%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin53rd percentile

Revenue

Up

$128,365

Up $33,980 (+36%) from 2018

Expenses

Up

$122,864

Up $20,366 (+20%) from 2018

Net Income

Up

$5,501

Up $13,614 (+168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2010: $84,237Liabilities 2010: $3,595Net Assets 2010: $80,6422010Assets 2011: $36,749Liabilities 2011: $0Net Assets 2011: $36,7492011Assets 2012: $45,040Liabilities 2012: $7,230Net Assets 2012: $37,8102012Assets 2013: $74,111Liabilities 2013: $13,544Net Assets 2013: $60,5672013Assets 2014: $77,088Liabilities 2014: $1,000Net Assets 2014: $76,0882014Assets 2015: $59,487Liabilities 2015: $720Net Assets 2015: $58,7672015Assets 2016: $49,738Net Assets 2016: $49,7382016Assets 2017: $78,393Net Assets 2017: $78,3932017Assets 2018: $78,710Liabilities 2018: $9,430Net Assets 2018: $69,2802018Assets 2019: $82,258Liabilities 2019: $8,478Net Assets 2019: $73,7802019Assets 2020: $95,253Liabilities 2020: $22,088Net Assets 2020: $73,1652020Assets 2021: $113,483Liabilities 2021: $15,948Net Assets 2021: $97,5352021Assets 2022: $130,835Liabilities 2022: $14,518Net Assets 2022: $116,3172022Assets 2023: $149,330Liabilities 2023: $15,053Net Assets 2023: $134,2772023Assets 2024: $174,719Liabilities 2024: $19,403Net Assets 2024: $155,3162024

Highlighted filing

2019

Assets$82,258
Liabilities$8,478
Net Assets$73,780
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $155,853Expenses 2010: $88,307Net Income 2010: $67,5462010Revenue 2011: $87,112Expenses 2011: $131,005Net Income 2011: -$43,8932011Revenue 2012: $87,291Expenses 2012: $86,230Net Income 2012: $1,0612012Revenue 2013: $91,235Expenses 2013: $64,155Net Income 2013: $27,0802013Revenue 2014: $91,367Expenses 2014: $75,262Net Income 2014: $16,1052014Revenue 2015: $99,511Expenses 2015: $108,472Net Income 2015: -$8,9612015Revenue 2016: $91,298Expenses 2016: $99,637Net Income 2016: -$8,3392016Revenue 2017: $98,338Expenses 2017: $69,224Net Income 2017: $29,1142017Revenue 2018: $94,385Expenses 2018: $102,498Net Income 2018: -$8,1132018Revenue 2019: $128,365Expenses 2019: $122,864Net Income 2019: $5,5012019Revenue 2020: $133,330Expenses 2020: $132,945Net Income 2020: $3852020Revenue 2021: $130,217Expenses 2021: $105,847Net Income 2021: $24,3702021Revenue 2022: $128,515Expenses 2022: $109,734Net Income 2022: $18,7812022Revenue 2023: $126,407Expenses 2023: $108,448Net Income 2023: $17,9592023Revenue 2024: $125,725Expenses 2024: $104,685Net Income 2024: $21,0402024

Highlighted filing

2019

Revenue$128,365
Expenses$122,864
Net Income$5,501
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 4, 2020
Return Version
2019v5.0
Gross Receipts
$128,365
Mission and Program Overview

Mission

Provide for the maintenance and upkeep of clear brook homewowners' association

Program Services

DescriptionGrantsExpenses
N/A-$122,864
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL-LYN MCCORMICKPresident-$0--
JIM LANGSTERVice Preside-$0--
TRACEY ODEGARDSecretary-$0--
SHELLEY CARDOZATreasurer-$0--
DAVID HENSLEYArchitecture-$0--
JC GILLISPIEMaintenance-$0--
MARK SKAGGSCovenant Man-$0--
Filing and Contact Details

Filer

Filer Name
CLEAR BROOK HOMEOWNERS' ASSOCIATION
EIN
73-1622420
Address
PO BOX 2004, OWASSO, OK 74055

Signing Officer

Name
Shelley Cardoza
Title
Treasurer
Phone
8324825000
Signed
2020-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Muret CPA Pllc
Address
3326 E 27TH PLACE, TULSA, OK 74114-5910
Preparer
Paul Muret CPA
Phone
9183011100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 153 insurance 2,471 landscaping 76,155 repairs & maintenance 4,455 security 20,112 telephone 3,192 utilities 6,684 bank fees 10 charibable 75 miscellaneous 174 total 113,481”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -1,000”

Form 990-ez, Part II, Line 24

“Equipment 12,200 12,200 less accumulated depreciation 7,430 8,430 total 4,770 3,770”

Form 990-ez, Part II, Line 26

“DEPOSITS 9,430 8,478”

Form 990-ez, Part III

“Provide for the maintenance and upkeep of clear brook homewowners' association”

Raw XML Appendix129 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/BusinessName/BusinessNameLine1Txt0MURET CPA PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum09183011100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03326 E 27TH PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078488
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05501
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09131
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt082258
IRS990EZ/GrossReceiptsAmt0128365
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073780
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073780
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEL-LYN MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM LANGSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY ODEGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELLEY CARDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID HENSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JC GILLISPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK SKAGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHITECTURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MAINTENANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COVENANT MAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04770
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03770
IRS990EZ/OtherChangesInNetAssetsAmt0-1000
IRS990EZ/OtherExpensesTotalAmt0113481
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR THE MAINTENANCE AND UPKEEP OF CLEAR BROOK HOMEWOWNERS' ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0252
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0122864
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09430
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08478
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122864
IRS990EZ/TotalProgramServiceExpensesAmt0122864
IRS990EZ/TotalRevenueAmt0128365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLEARBROOKOWASSO.COM/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 153 INSURANCE 2,471 LANDSCAPING 76,155 REPAIRS & MAINTENANCE 4,455 SECURITY 20,112 TELEPHONE 3,192 UTILITIES 6,684 BANK FEES 10 CHARIBABLE 75 MISCELLANEOUS 174 TOTAL 113,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 12,200 12,200 LESS ACCUMULATED DEPRECIATION 7,430 8,430 TOTAL 4,770 3,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEPOSITS 9,430 8,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE FOR THE MAINTENANCE AND UPKEEP OF CLEAR BROOK HOMEWOWNERS' ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY CARDOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08324825000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEAR BROOK HOMEOWNERS' ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEA
ReturnHeader/Filer/EIN0731622420
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2004
ReturnHeader/Filer/USAddress/CityNm0OWASSO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074055
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E787D6E0D79032C2396F099CE66BE196535E490
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E787D6E0D79032C2396F099CE66BE196535E490
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.167.71.137
ReturnHeader/FilingSecurityInformation/IPDt02020-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:50:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200541859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURET CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03326 E 27TH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741145910
ReturnHeader/PreparerPersonGrp/PhoneNum09183011100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MURET CPA
ReturnHeader/ReturnTs02020-02-12T11:50:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$82,258
Liabilities
$8,478
Net assets
$73,780
Revenue
$128,365
Expenses
$122,864
Net income
$5,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.19$1.55$1.26$1.05$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.15$1.34$1.26$1.08$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.15$1.16$1.29$1.10$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.16$0.98$1.30$1.06$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.22$0.73$1.33$1.33$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.08$0.74$1.28$1.23$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.09$0.69$0.94$1.02$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.98$0.69$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.91$1.00$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.59$1.00$1.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.91$0.75$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.14$0.61$0.91$0.64$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.07$0.38$0.87$0.86$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.87$1.31$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.04$0.81$1.56$0.88$0.68