Civic Intelligence

Shadow Ridge South Homeowners Association Inc

EIN 75-2584350 • 501(c)4 • Flower Mound, TX

Profile

Maintenance, including structural improvements, administration, and seasonal activities of the HOA

PO Box 271061Flower Mound, TX 75027

www.srshoa.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

60th percentile

6.8%

Higher net margin than 60% 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

97th percentile

146%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$8,745

Up $5,191 (+146%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,745

Up $5,191 (+146%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Up

$76,561

Up $7,007 (+10%) from 2023

Expenses

Down

$71,370

Down $7,742 (-9.8%) from 2023

Net Income

Up

$5,191

Up $14,749 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$30K$20K$10K$0Assets 2011: $15,171Liabilities 2011: $02011Assets 2012: $14,393Liabilities 2012: $02012Assets 2013: $11,866Liabilities 2013: $02013Assets 2014: $9,220Liabilities 2014: $02014Assets 2015: $25,192Liabilities 2015: $02015Assets 2016: $23,795Liabilities 2016: $02016Assets 2017: $22,970Liabilities 2017: $02017Assets 2018: $28,739Liabilities 2018: $02018Assets 2019: $29,368Liabilities 2019: $02019Assets 2020: $26,413Liabilities 2020: $02020Assets 2021: $12,543Liabilities 2021: $0Net Assets 2021: $12,5432021Assets 2022: $13,112Liabilities 2022: $0Net Assets 2022: $13,1122022Assets 2023: $3,554Liabilities 2023: $0Net Assets 2023: $3,5542023Assets 2024: $8,745Liabilities 2024: $0Net Assets 2024: $8,7452024

Highlighted filing

2024

Assets$8,745
Liabilities$0
Net Assets$8,745
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2011: $56,401Expenses 2011: $56,563Net Income 2011: -$1622011Revenue 2012: $54,748Expenses 2012: $55,526Net Income 2012: -$7782012Revenue 2013: $54,031Expenses 2013: $56,558Net Income 2013: -$2,5272013Revenue 2014: $57,699Expenses 2014: $60,345Net Income 2014: -$2,6462014Revenue 2015: $64,343Expenses 2015: $48,371Net Income 2015: $15,9722015Revenue 2016: $59,255Expenses 2016: $60,652Net Income 2016: -$1,3972016Revenue 2017: $59,295Expenses 2017: $60,120Net Income 2017: -$8252017Revenue 2018: $59,142Expenses 2018: $53,373Net Income 2018: $5,7692018Revenue 2019: $65,236Expenses 2019: $64,607Net Income 2019: $6292019Revenue 2020: $65,912Expenses 2020: $68,867Net Income 2020: -$2,9552020Revenue 2021: $69,863Expenses 2021: $83,733Net Income 2021: -$13,8702021Revenue 2022: $73,043Expenses 2022: $72,474Net Income 2022: $5692022Revenue 2023: $69,554Expenses 2023: $79,112Net Income 2023: -$9,5582023Revenue 2024: $76,561Expenses 2024: $71,370Net Income 2024: $5,1912024

Highlighted filing

2024

Revenue$76,561
Expenses$71,370
Net Income$5,191
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$8,745
Liabilities
$0
Net assets
$8,745
Revenue
$76,561
Expenses
$71,370
Net income
$5,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.00$8.75$76.6$71.4$5.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$69.6$79.1$9.56
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$73.0$72.5$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$69.9$83.7$13.9
2020Summary only. Only limited summary data is available for this year.$26.4$0.00$65.9$68.9$2.96
2019Summary only. Only limited summary data is available for this year.$29.4$0.00$65.2$64.6$0.63
2018Summary only. Only limited summary data is available for this year.$28.7$0.00$59.1$53.4$5.77
2017Summary only. Only limited summary data is available for this year.$23.0$0.00$59.3$60.1$0.83
2016Summary only. Only limited summary data is available for this year.$23.8$0.00$59.3$60.7$1.40
2015Summary only. Only limited summary data is available for this year.$25.2$0.00$64.3$48.4$16.0
2014Summary only. Only limited summary data is available for this year.$9.22$0.00$57.7$60.3$2.65
2013Summary only. Only limited summary data is available for this year.$11.9$0.00$54.0$56.6$2.53
2012Summary only. Only limited summary data is available for this year.$14.4$0.00$54.7$55.5$0.78
2011Summary only. Only limited summary data is available for this year.$15.2$0.00$56.4$56.6$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$73,043
Mission and Program Overview

Mission

Maintenance, including structural improvements, administration, and seasonal activities of the HOA

Program Services

DescriptionGrantsExpenses
Maintenance and structural repairs; Maintenance of common areas including street medians and greenbelts on the avenues bounding neighborhood$0$32,881
Social activities - Seasonal activities are sponsored by the HOA and are intended to provide social opportunities for residents.$0$331
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul ZellarPresident-$0--
Kenneth PowellVice President-$0--
Gala LangleyTreasurer-$0--
Aaron HoffSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Shadow Ridge South Homeowners
EIN
75-2584350
Phone
9728749541
Address
PO Box 271061, Flower Mound, TX 75027

Signing Officer

Name
Paul Zeller
Title
President
Phone
9728749541
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Diane Rankin CPA LLC
Address
1701 FLATWOOD DR, FLOWER MOUND, TX 75028
Phone
9723854050
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 14.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Filing Fees. Amount: 3,299. Description: Transfer Fees. Amount: 1,400. Total to Form 990-EZ, line 8: 4,699.”

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

“Description: Insurance. Amount: 4,980. Description: Landscaping/Maintenance. Amount: 25,418. Description: Repairs. Amount: 7,463. Description: Activities. Amount: 331. Description: Banking. Amount: 268. Description: Storage. Amount: 828. Description: Supplies. Amount: 213. Description: Telephone. Amount: 358. Description: Auto. Amount: 676. Description: Dues. Amount: 140. Total to Form 990-EZ, line 16: 40,675.”

Raw XML Appendix126 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Property Manager
IRS990EZ/BooksInCareOfDetail/PhoneNum09725393137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01905 Honey Mesquite
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Flower Mound
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013112
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09547
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012543
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013112
IRS990EZ/GrossReceiptsAmt073043
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt068330
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012543
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012543
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013112
IRS990EZ/OccupancyRentUtltsAndMaintAmt021220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paul Zellar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kenneth Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gala Langley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Aaron Hoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040675
IRS990EZ/OtherRevenueTotalAmt04699
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Maintenance, including structural improvements, administration, and seasonal activities of the HOA
IRS990EZ/PrintingPublicationsPostageAmt01032
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance and structural repairs; Maintenance of common areas including street medians and greenbelts on the avenues bounding neighborhood
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social activities - Seasonal activities are sponsored by the HOA and are intended to provide social opportunities for residents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032881
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1331
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072474
IRS990EZ/TotalProgramServiceExpensesAmt033212
IRS990EZ/TotalRevenueAmt073043
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.srshoa.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Filing Fees. Amount: 3,299. Description: Transfer Fees. Amount: 1,400. Total to Form 990-EZ, line 8: 4,699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Insurance. Amount: 4,980. Description: Landscaping/Maintenance. Amount: 25,418. Description: Repairs. Amount: 7,463. Description: Activities. Amount: 331. Description: Banking. Amount: 268. Description: Storage. Amount: 828. Description: Supplies. Amount: 213. Description: Telephone. Amount: 358. Description: Auto. Amount: 676. Description: Dues. Amount: 140. Total to Form 990-EZ, line 16: 40,675.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Zeller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09728749541
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shadow Ridge South Homeowners
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0752584350
ReturnHeader/Filer/PhoneNum09728749541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 271061
ReturnHeader/Filer/USAddress/CityNm0Flower Mound
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921369339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIANE RANKIN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 FLATWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLOWER MOUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075028
ReturnHeader/PreparerPersonGrp/PhoneNum09723854050
ReturnHeader/ReturnTs02023-05-05T14:26:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zeller
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits