Civic Intelligence

Forest Creek Estate Homeowners Association Inc

EIN 75-2219984 • 501(c)4 • Plano, TX

Profile

Forest creek estates hoa is a voluntary hoa organization dedicated to beautifying our neighborhood and enhancing relationship within the neighborhood.

3948 Legacy Dr Ste 106 Box 318Plano, TX 75023
Siviq Scores

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

Liabilities / Assets

95th percentile

0.91x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.76x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

99th percentile

1110%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

8.4%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$60,761

Up $55,741 (+1110%) from 2023

Liabilities

Up

$55,074

Up $55,056 (+305867%) from 2023

Net Assets

Up

$5,687

Up $685 (+14%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin51st percentile

Revenue

Up

$72,935

Up $5,679 (+8.4%) from 2023

Expenses

Up

$71,369

Up $1,146 (+1.6%) from 2023

Net Income

Up

$1,566

Up $4,533 (+153%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$80K$60K$40K$20K$0Assets 2016: $14,257Liabilities 2016: $0Net Assets 2016: $14,2572016Assets 2017: $12,864Liabilities 2017: $0Net Assets 2017: $12,8642017Assets 2018: $9,991Liabilities 2018: $0Net Assets 2018: $9,9912018Assets 2019: $9,030Liabilities 2019: $625Net Assets 2019: $8,4052019Assets 2020: $10,258Liabilities 2020: $0Net Assets 2020: $10,2582020Assets 2021: $2,658Liabilities 2021: $0Net Assets 2021: $2,6582021Assets 2022: $8,305Liabilities 2022: $0Net Assets 2022: $8,3052022Assets 2023: $5,020Liabilities 2023: $18Net Assets 2023: $5,0022023Assets 2024: $60,761Liabilities 2024: $55,074Net Assets 2024: $5,6872024

Highlighted filing

2024

Assets$60,761
Liabilities$55,074
Net Assets$5,687
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2016: $59,873Expenses 2016: $56,663Net Income 2016: $3,2102016Revenue 2017: $56,516Expenses 2017: $56,967Net Income 2017: -$4512017Revenue 2018: $57,482Expenses 2018: $60,453Net Income 2018: -$2,9712018Revenue 2019: $58,299Expenses 2019: $60,893Net Income 2019: -$2,5942019Revenue 2020: $81,988Expenses 2020: $79,760Net Income 2020: $2,2282020Revenue 2021: $82,284Expenses 2021: $90,091Net Income 2021: -$7,8072021Revenue 2022: $69,914Expenses 2022: $64,309Net Income 2022: $5,6052022Revenue 2023: $67,256Expenses 2023: $70,223Net Income 2023: -$2,9672023Revenue 2024: $72,935Expenses 2024: $71,369Net Income 2024: $1,5662024

Highlighted filing

2024

Revenue$72,935
Expenses$71,369
Net Income$1,566
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,761
Liabilities
$55,074
Net assets
$5,687
Revenue
$72,935
Expenses
$71,369
Net income
$1,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.8$55.1$5.69$72.9$71.4$1.57
2023Detailed filing. Detailed filing data is available for this year.$5.02$0.02$5.00$67.3$70.2$2.97
2022Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$69.9$64.3$5.61
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$82.3$90.1$7.81
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$82.0$79.8$2.23
2019Detailed filing. Detailed filing data is available for this year.$9.03$0.63$8.41$58.3$60.9$2.59
2018Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$57.5$60.5$2.97
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$56.5$57.0$0.45
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$59.9$56.7$3.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Apr 29, 2024
Return Version
2023v5.0
Gross Receipts
$72,935
Mission and Program Overview

Mission

Forest creek estates hoa is a voluntary hoa organization dedicated to beautifying our neighborhood and enhancing relationship within the neighborhood.

Program Services

DescriptionGrantsExpenses
Forest Creek Estates HOA is a voluntary HOA organization dedicated to beautifying our neighborhood and enhancing relationships within the neighborhood. 805 of our monies go to enhancing our neighborhood with trees, plants, flowers. We also have Socials to allow all members to meet each other.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith PaulsonTreasurer-$0--
Dan McCurleyDirector-$0--
Mindy GurleyDirector-$0--
Jeff DutySecretary-$0--
Ron KercenneckDirector-$0--
Kevin BeaudreauPresident-$0--
Bill HueterDirector-$0--
Suzanne PappasDirector-$0--
Bill BakerDirector-$0--
Robert WoodDirector-$0--
Filing and Contact Details

Filer

Filer Name
Forest Creek Estate Homeowners Association Inc
EIN
75-2219984
Phone
9725230857
Address
3948 LEGACY DR STE 106 BOX 318, PLANO, TX 75023

Signing Officer

Name
Judy Paulson
Title
treasurer
Phone
9725230857
Signed
2024-04-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;4829|Xmas Decoration;5810|Social;3105|Administrion Web;536|Web;665^Total;14945^”

Form 990-EZ, Part I, Line 20

“to balance”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Savings;3572|Prepaid 2024 Dues;55074^Total;58646^”

Form 990-EZ, Part II, Line 26

“Prepaid Dues”

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0JUDITH PAULSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09726183049
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03948 LEGACY DR STE 106 BOX 318
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01675
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05020
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060761
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt072935
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05687
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05687
IRS990EZ/OccupancyRentUtltsAndMaintAmt055420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judith Paulson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dan McCurley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mindy Gurley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Duty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ron Kercenneck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Beaudreau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Hueter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Suzanne Pappas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bill Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Robert Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05001
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058646
IRS990EZ/OtherChangesInNetAssetsAmt0-881
IRS990EZ/OtherExpensesTotalAmt014945
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOREST CREEK ESTATES HOA IS A VOLUNTARY HOA ORGANIZATION DEDICATED TO BEAUTIFYING OUR NEIGHBORHOOD AND ENHANCING RELATIONSHIP WITHIN THE NEIGHBORHOOD.
IRS990EZ/PrintingPublicationsPostageAmt01004
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Forest Creek Estates HOA is a voluntary HOA organization dedicated to beautifying our neighborhood and enhancing relationships within the neighborhood. 805 of our monies go to enhancing our neighborhood with trees, plants, flowers. We also have Socials to allow all members to meet each other.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt055074
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071369
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt072935
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;4829|Xmas Decoration;5810|Social;3105|Administrion Web;536|Web;665^Total;14945^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1to balance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Savings;3572|Prepaid 2024 Dues;55074^Total;58646^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Dues
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Paulson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09725230857
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST CREEK ESTATE HOMEOWNERS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0752219984
ReturnHeader/Filer/PhoneNum09725230857
ReturnHeader/Filer/USAddress/AddressLine1Txt03948 LEGACY DR STE 106 BOX 318
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-04-29T16:21:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Judy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Paulson
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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