Civic Intelligence

Shadow Ridge South Homeowners

990EZ • Fiscal year 2024 • EIN 75-2584350

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

Organization Profilewww.srshoa.org
PO Box 271061Flower Mound, TX 75027

(972) 874-9541

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

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

Asset Growth

97th percentile

146%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$8,745

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

Net Assets

Up

$8,745

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin57th 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

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$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 Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$76,561
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$36,808
Social activities - Seasonal activities are sponsored by the HOA and are intended to provide social opportunities for residents.$0$387
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul ZellarPresident-$0--
Kenneth PowellVice President-$0--
Gala LangleyTreasurer-$0--
Kimberly StandifordSecretary-$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
2025-04-24
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: 173.”

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

“Description: Filing Fees. Amount: 1,242. Description: Transfer Fees. Amount: 2,000. Total to Form 990-EZ, line 8: 3,242.”

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

“Description: Insurance. Amount: 5,811. Description: Landscaping/Maintenance. Amount: 22,512. Description: Repairs. Amount: 14,296. Description: Activities. Amount: 387. Description: Banking. Amount: 32. Description: Storage. Amount: 1,094. Description: Supplies. Amount: 496. Description: Telephone. Amount: 364. Description: Auto. Amount: 685. Description: Dues. Amount: 140. Total to Form 990-EZ, line 16: 45,817.”

Raw XML Appendix121 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/BOYAmt03554
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08745
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05191
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010167
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03554
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08745
IRS990EZ/GrossReceiptsAmt076561
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0173
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt073146
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03554
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08745
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03554
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08745
IRS990EZ/OccupancyRentUtltsAndMaintAmt014226
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/PersonNm3Kimberly Standiford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045817
IRS990EZ/OtherRevenueTotalAmt03242
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Maintenance, including structural improvements, administration, and seasonal activities of the HOA
IRS990EZ/PrintingPublicationsPostageAmt01160
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/ProgramServiceExpensesAmt036808
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1387
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071370
IRS990EZ/TotalProgramServiceExpensesAmt037195
IRS990EZ/TotalRevenueAmt076561
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.srshoa.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Filing Fees. Amount: 1,242. Description: Transfer Fees. Amount: 2,000. Total to Form 990-EZ, line 8: 3,242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Insurance. Amount: 5,811. Description: Landscaping/Maintenance. Amount: 22,512. Description: Repairs. Amount: 14,296. Description: Activities. Amount: 387. Description: Banking. Amount: 32. Description: Storage. Amount: 1,094. Description: Supplies. Amount: 496. Description: Telephone. Amount: 364. Description: Auto. Amount: 685. Description: Dues. Amount: 140. Total to Form 990-EZ, line 16: 45,817.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Zeller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09728749541
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
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/ReturnTs02025-04-28T08:54:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

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
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • <$500k nonprofits