Civic Intelligence

Stone Oak Property Owners Association Inc

EIN 74-2385966 • 501(c)4 • San Antonio, TX

Profile

Operate and assure the upkeep, improvement, and administration of common areas within the community and interpretation and enforecement of declarations.

19210 Huebner Suite 100San Antonio, TX 78258

www.stoneoakpoa.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.10x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.08x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-5.1%

Higher net margin than 23% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.5%

Faster asset growth than 19% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

1.0%

Faster revenue growth than 33% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,672,542

Up $13,687 (+0.8%) from 2022

Liabilities

Down

$168,221

Down $27,481 (-14%) from 2022

Net Assets

Up

$1,504,321

Up $41,168 (+2.8%) from 2022

Operations
Liabilities / Revenue55th percentileNet Margin23rd percentile

Revenue

Down

$1,840,974

Down $32,216 (-1.7%) from 2022

Expenses

Down

$1,799,806

Down $141,478 (-7.3%) from 2022

Net Income

Up

$41,168

Up $109,262 (+160%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $991,878Liabilities 2010: $338,803Net Assets 2010: $653,0752010Assets 2011: $910,949Liabilities 2011: $279,718Net Assets 2011: $631,2312011Assets 2012: $1,241,757Liabilities 2012: $429,873Net Assets 2012: $811,8842012Assets 2013: $1,484,257Liabilities 2013: $259,431Net Assets 2013: $1,224,8262013Assets 2014: $1,846,693Liabilities 2014: $313,404Net Assets 2014: $1,533,2892014Assets 2015: $1,853,463Liabilities 2015: $312,540Net Assets 2015: $1,540,9232015Assets 2016: $1,528,786Liabilities 2016: $289,247Net Assets 2016: $1,239,5392016Assets 2017: $1,492,104Liabilities 2017: $281,108Net Assets 2017: $1,210,9962017Assets 2018: $1,698,219Liabilities 2018: $405,127Net Assets 2018: $1,293,0922018Assets 2019: $1,811,176Liabilities 2019: $336,796Net Assets 2019: $1,474,3802019Assets 2020: $1,833,583Liabilities 2020: $386,794Net Assets 2020: $1,446,7892020Assets 2021: $1,772,471Liabilities 2021: $241,224Net Assets 2021: $1,531,2472021Assets 2022: $1,658,855Liabilities 2022: $195,702Net Assets 2022: $1,463,1532022Assets 2023: $1,672,542Liabilities 2023: $168,221Net Assets 2023: $1,504,3212023

Highlighted filing

2023

Assets$1,672,542
Liabilities$168,221
Net Assets$1,504,321
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,913,7442010Revenue 2011: $1,435,076Expenses 2011: $1,456,920Net Income 2011: -$21,8442011Revenue 2012: $1,571,806Expenses 2012: $1,391,153Net Income 2012: $180,6532012Revenue 2013: $1,770,720Expenses 2013: $1,268,659Net Income 2013: $502,0612013Revenue 2014: $1,707,958Expenses 2014: $1,418,652Net Income 2014: $289,3062014Revenue 2015: $1,670,024Expenses 2015: $1,662,390Net Income 2015: $7,6342015Revenue 2016: $1,675,055Expenses 2016: $1,976,439Net Income 2016: -$301,3842016Revenue 2017: $1,698,755Expenses 2017: $1,727,298Net Income 2017: -$28,5432017Revenue 2018: $1,698,841Expenses 2018: $1,616,745Net Income 2018: $82,0962018Revenue 2019: $1,775,556Expenses 2019: $1,594,268Net Income 2019: $181,2882019Revenue 2020: $1,766,730Expenses 2020: $1,794,321Net Income 2020: -$27,5912020Revenue 2021: $1,826,002Expenses 2021: $1,741,544Net Income 2021: $84,4582021Revenue 2022: $1,873,190Expenses 2022: $1,941,284Net Income 2022: -$68,0942022Revenue 2023: $1,840,974Expenses 2023: $1,799,806Net Income 2023: $41,1682023

Highlighted filing

2023

Revenue$1,840,974
Expenses$1,799,806
Net Income$41,168
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,672,542
Liabilities
$168,221
Net assets
$1,504,321
Revenue
$1,840,974
Expenses
$1,799,806
Net income
$41,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.67$0.17$1.50$1.84$1.80$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.20$1.46$1.87$1.94$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.24$1.53$1.83$1.74$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.39$1.45$1.77$1.79$0.03
2019Summary only. Only limited summary data is available for this year.$1.81$0.34$1.47$1.78$1.59$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.41$1.29$1.70$1.62$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.28$1.21$1.70$1.73$0.03
2016Summary only. Only limited summary data is available for this year.$1.53$0.29$1.24$1.68$1.98$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.31$1.54$1.67$1.66$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.31$1.53$1.71$1.42$0.29
2013Summary only. Only limited summary data is available for this year.$1.48$0.26$1.22$1.77$1.27$0.50
2012Summary only. Only limited summary data is available for this year.$1.24$0.43$0.81$1.57$1.39$0.18
2011Summary only. Only limited summary data is available for this year.$0.91$0.28$0.63$1.44$1.46$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.34$0.65$1.91
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.3
Gross Receipts
$1,698,755
Mission and Program Overview

Mission

Operate and assure the upkeep, improvement, and administration of common areas within the community and interpretation and enforecement of declarations.

To assure the upkeep, maintenance, improvement, and administration of public areas in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,239,539$1,210,996▼ $28,543
Savings and Temporary Cash Investments$1,183,974$1,185,382▲ $1,408
Cash and Non-Interest-Bearing Accounts$232,287$187,242▼ $45,045
Accounts Receivable$45,375$62,326▲ $16,951
Land, Buildings, and Equipment, Net$50,509$38,321▼ $12,188
Prepaid Expenses and Deferred Charges$16,341$17,305▲ $964
Total Assets$1,528,786$1,492,104▼ $36,682
Other Assets Total$300$1,528▲ $1,228
Liabilities
Deferred Revenue$162,022$164,278▲ $2,256
Other Liabilities$108,328$98,396▼ $9,932
Accounts Payable and Accrued Expenses$18,897$18,434▼ $463
Total Liabilities$289,247$281,108▼ $8,139
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,239,539$1,210,996▼ $28,543
Total Liabilities and Net Assets / Fund Balance$1,528,786$1,492,104▼ $36,682

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,321$81,615$119,936
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Art Downey JrChairman
Joe SilmanPresident
Holly BoyetteDirector
Mike KingDirector
Randall HawkinsDirector
Rick RawleyDirector
Scott SowardsDirector
Viki MeltonDirector
Ken PilandSecretary
Jeff GrayeTreasurer
John KiserVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Thurman & PhillipsLegal Services4093 DEZAVALA RD, Shavano Park, TX 78249$131,493
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,504,342
Investment Income
$5,895
Other Revenue
$188,518
Change in Net Assets
$-28,543

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,698,755
Total Revenue per Audited Statements
$1,698,755
Total Revenue per Form 990
$1,698,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,359,603
Salaries, Compensation, and Employee Benefits$367,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$338,663--$338,663
Occupancy-$296,217-$296,217
Insurance-$143,726-$143,726
Office Expenses-$91,558-$91,558
All Other Expenses$44,382$9,055-$53,437
Fees for Services Accounting-$39,616-$39,616
Other Expenses$76,017$33,980-$33,980
Payroll Taxes$29,032--$29,032
Fees for Services Legal-$17,320-$17,320
Depreciation Depletion$17,110--$17,110
Fees for Services Other$8,925$1,430-$10,355
Information Technology-$7,310-$7,310
Conferences and Meetings-$1,756-$1,756
Travel-$647-$647
Total Functional Expenses$1,084,683$642,615$0$1,727,298

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,727,298
Total Expenses per Audited Statements$1,727,298
Total Expenses per Form 990$1,727,298
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Stone Ridge Market$98,296
Speedminder Deposits$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI

“The organization has 10 board members, and 1 appointed chairman who votes in the event of a tie.”

Form 990, Page 6, Part VI, Line 6

“The association has members.”

Form 990, Page 6, Part VI, Line 7A

“Property owners (members) elect the governing body.”

Form 990, Page 6, Part VI, Line 7B

“If the governing body should wish to amend the master plan or impose a special assessment or increase the annual assessments above 10%, approval is required by 67% of the members as set forth in the declaration.”

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

“The form 990 is reviewed and approved by the chairman, finance committee and then made available to all board members.”

Form 990, Page 6, Part VI, Line 12C

“Annually, each board member reads and signs the conflict of interest policy. Employees read and sign the policy at the time of hire.”

Form 990, Page 6, Part VI, Line 15A

“Three board members of the management company of stone oak, llc performed an analysis of comparable sized homeowner's associations within the city of san antonio. Additionally, the performance of the management was reviewed and considered.”

Form 990, Page 6, Part VI, Line 15B

“Three board members of the management company of stone oak, llc performed an analysis of comparable sized homeowner's associations within the city of san antonio. Additionally, the performance of the other key employees was reviewed and considered.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available on the association's website. The financial statements are available upon request to the members.”

Filing and Contact Details

Filer

Filer Name
Stone Oak Property Owners Assoc Inc
EIN
74-2385966
Address
19210 HUEBNER SUITE 100, SAN ANTONIO, TX 78258

Signing Officer

Name
Joe Silman
Title
President
Phone
2104909481
Signed
2018-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Silman
Formed
1985
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
35

Preparer

Firm
Armstrong Vaughan & Associates Pc
Address
941 WEST BYRD BLVD STE 101, UNIVERSAL CITY, TX 78148
Preparer
Deborah F Fraser
Phone
2106586229
Raw XML AppendixShowing 400 of 437 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018897
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018434
IRS990/AccountsReceivableGrp/BOYAmt045375
IRS990/AccountsReceivableGrp/EOYAmt062326
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ASSURE THE UPKEEP, MAINTENANCE, IMPROVEMENT, AND ADMINISTRATION OF PUBLIC AREAS IN THE COMMUNITY.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09055
IRS990/AllOtherExpensesGrp/ProgramServicesAmt044382
IRS990/AllOtherExpensesGrp/TotalAmt053437
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MEG MALLORY LORENTE
IRS990/BooksInCareOfDetail/PhoneNum02104909481
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019210 HUEBNER ROAD STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078258
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0232287
IRS990/CashNonInterestBearingGrp/EOYAmt0187242
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01756
IRS990/ConferencesMeetingsGrp/TotalAmt01756
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0131493
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04093 DEZAVALA RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SHAVANO PARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd078249
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THURMAN & PHILLIPS
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05895
IRS990/CYOtherExpensesAmt01359603
IRS990/CYOtherRevenueAmt0188518
IRS990/CYProgramServiceRevenueAmt01504342
IRS990/CYRevenuesLessExpensesAmt0-28543
IRS990/CYSalariesCompEmpBnftPaidAmt0367695
IRS990/CYTotalExpensesAmt01727298
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01698755
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0162022
IRS990/DeferredRevenueGrp/EOYAmt0164278
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017110
IRS990/DepreciationDepletionGrp/TotalAmt017110
IRS990/Desc0COMMON AREA MAINTENANCE AND UTILITIES: THE ASSOCIATION CONTRACTS TO MAINTAIN ALL COMMON AREA GROUNDS. THE ASSOCIATION ALSO PAYS FOR ELECTRICITY AND WATER FOR THE COMMON AREAS. THIS ALSO INCLUDES AT 50,000 CONTRIBUTION TO NORTHEAST INDEPENDENT SCHOOL DISTRICT FOR SPORTS PARK ENHANCEMENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0676343
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039616
IRS990/FeesForServicesAccountingGrp/TotalAmt039616
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt017320
IRS990/FeesForServicesLegalGrp/TotalAmt017320
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01430
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08925
IRS990/FeesForServicesOtherGrp/TotalAmt010355
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt29.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE SILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ART DOWNEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN PILAND
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT SOWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm4VIKI MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm5RICK RAWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE KING
IRS990/Form990PartVIISectionAGrp/PersonNm7HOLLY BOYETTE
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN KISER
IRS990/Form990PartVIISectionAGrp/PersonNm9RANDALL HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFF GRAYE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01698755
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07310
IRS990/InformationTechnologyGrp/TotalAmt07310
IRS990/InsuranceGrp/ManagementAndGeneralAmt0143726
IRS990/InsuranceGrp/TotalAmt0143726
IRS990/InvestmentIncomeGrp/ExclusionAmt05895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05895
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt081615
IRS990/LandBldgEquipBasisNetGrp/BOYAmt050509
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038321
IRS990/LandBldgEquipCostOrOtherBssAmt0119936
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09115
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt015631
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt06516
IRS990/MissionDesc0OPERATE AND ASSURE THE UPKEEP, IMPROVEMENT, AND ADMINISTRATION OF COMMON AREAS WITHIN THE COMMUNITY AND INTERPRETATION AND ENFORECEMENT OF DECLARATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01239539
IRS990/NetAssetsOrFundBalancesEOYAmt01210996
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0296217
IRS990/OccupancyGrp/TotalAmt0296217
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt091558
IRS990/OfficeExpensesGrp/TotalAmt091558
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300
IRS990/OtherAssetsTotalGrp/EOYAmt01528
IRS990/OtherExpensesGrp/Desc0GENERAL MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MAJOR IMPROVEMENTS
IRS990/OtherExpensesGrp/Desc2STOPLIGHT PROJECT
IRS990/OtherExpensesGrp/Desc3AUTO EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033980
IRS990/OtherExpensesGrp/ProgramServicesAmt0340964
IRS990/OtherExpensesGrp/ProgramServicesAmt1229590
IRS990/OtherExpensesGrp/ProgramServicesAmt276017
IRS990/OtherExpensesGrp/TotalAmt0340964
IRS990/OtherExpensesGrp/TotalAmt1229590
IRS990/OtherExpensesGrp/TotalAmt276017
IRS990/OtherExpensesGrp/TotalAmt333980
IRS990/OtherLiabilitiesGrp/BOYAmt0108328
IRS990/OtherLiabilitiesGrp/EOYAmt098396
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE
IRS990/OtherRevenueMiscGrp/Desc1TRANSFER FEES
IRS990/OtherRevenueMiscGrp/Desc2ARC REVIEW FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt087222
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt170375
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt215290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt087222
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt170375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt215290
IRS990/OtherRevenueTotalAmt0188518
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0338663
IRS990/OtherSalariesAndWagesGrp/TotalAmt0338663
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt029032
IRS990/PayrollTaxesGrp/TotalAmt029032
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016341
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017305
IRS990/PrincipalOfficerNm0JOE SILMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RESALE CERTIFICATE FEES
IRS990/ProgramServiceRevenueGrp/Desc2PROCESSING FEES
IRS990/ProgramServiceRevenueGrp/Desc3ARROWHEAD ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc4RUSH PROCESSING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01425748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01425748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt131450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44400
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt031450
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt124180
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt24400
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED MANAGEMENT SERVICES FOR THE STONE OAK PROPERTY OWNERS ASSOCIATION, INC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0408340
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06028
IRS990/PYOtherExpensesAmt01610700
IRS990/PYOtherRevenueAmt0167373
IRS990/PYProgramServiceRevenueAmt01501654
IRS990/PYRevenuesLessExpensesAmt0-301384
IRS990/PYSalariesCompEmpBnftPaidAmt0365739
IRS990/PYTotalExpensesAmt01976439
IRS990/PYTotalRevenueAmt01675055
IRS990/ReconcilationRevenueExpnssAmt0-28543
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01504342
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01239539
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01210996
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01183974
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01185382
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt038321
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081615
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0119936
IRS990ScheduleD/ExpensesSubtotalAmt01727298
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098296
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STONE RIDGE MARKET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPEEDMINDER DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01698755
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038321
IRS990ScheduleD/TotalExpensesPerForm990Amt01727298
IRS990ScheduleD/TotalLiabilityAmt098396
IRS990ScheduleD/TotalRevenuePerForm990Amt01698755
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01698755
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01727298
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS 10 BOARD MEMBERS, AND 1 APPOINTED CHAIRMAN WHO VOTES IN THE EVENT OF A TIE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROPERTY OWNERS (MEMBERS) ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING BODY SHOULD WISH TO AMEND THE MASTER PLAN OR IMPOSE A SPECIAL ASSESSMENT OR INCREASE THE ANNUAL ASSESSMENTS ABOVE 10%, APPROVAL IS REQUIRED BY 67% OF THE MEMBERS AS SET FORTH IN THE DECLARATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED AND APPROVED BY THE CHAIRMAN, FINANCE COMMITTEE AND THEN MADE AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY, EACH BOARD MEMBER READS AND SIGNS THE CONFLICT OF INTEREST POLICY. EMPLOYEES READ AND SIGN THE POLICY AT THE TIME OF HIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THREE BOARD MEMBERS OF THE MANAGEMENT COMPANY OF STONE OAK, LLC PERFORMED AN ANALYSIS OF COMPARABLE SIZED HOMEOWNER'S ASSOCIATIONS WITHIN THE CITY OF SAN ANTONIO. ADDITIONALLY, THE PERFORMANCE OF THE MANAGEMENT WAS REVIEWED AND CONSIDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THREE BOARD MEMBERS OF THE MANAGEMENT COMPANY OF STONE OAK, LLC PERFORMED AN ANALYSIS OF COMPARABLE SIZED HOMEOWNER'S ASSOCIATIONS WITHIN THE CITY OF SAN ANTONIO. ADDITIONALLY, THE PERFORMANCE OF THE OTHER KEY EMPLOYEES WAS REVIEWED AND CONSIDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE ASSOCIATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0STONE OAK
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0MANAGEMENT COMPANY OF STONE OAKLLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0800880346
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0MANAGING
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt019210 HUEBNER ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd078258
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01528786
IRS990/TotalAssetsEOYAmt01492104
IRS990/TotalAssetsGrp/BOYAmt01528786
IRS990/TotalAssetsGrp/EOYAmt01492104
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0642615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01084683
IRS990/TotalFunctionalExpensesGrp/TotalAmt01727298
IRS990/TotalGrossUBIAmt070112
IRS990/TotalLiabilitiesBOYAmt0289247
IRS990/TotalLiabilitiesEOYAmt0281108
IRS990/TotalLiabilitiesGrp/BOYAmt0289247
IRS990/TotalLiabilitiesGrp/EOYAmt0281108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01239539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01210996
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03566
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt03566
IRS990/TotalProgramServiceExpensesAmt01084683
IRS990/TotalProgramServiceRevenueAmt01504342
IRS990/TotalRevenueGrp/ExclusionAmt05895
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01622748
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01698755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt070112
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01528786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01492104
IRS990/TravelGrp/ManagementAndGeneralAmt0647
IRS990/TravelGrp/TotalAmt0647
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019210 HUEBNER SUITE 100
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078258
IRS990/VotingMembersGoverningBodyCnt011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.