Civic Intelligence

Southern Oaks Property Owners Association Inc

EIN 75-2631357 • 501(c)4 • Streetman, TX

Profile

Maintain common areas for poa such as, but not limited to, clubhouse, swim pool, roads, and boat ramp. Common areas are maintained to a standard. Common areas are open to the public with prior permission.

111 Southern Oaks DriveStreetman, TX 75859

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

52nd percentile

-0.7%

Faster asset growth than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

-8.6%

Faster revenue growth than 40% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$184,298

Down $1,308 (-0.7%) from 2013

Liabilities

Up

$270

Up $33 (+14%) from 2013

Net Assets

Down

$184,028

Down $1,341 (-0.7%) from 2013

Operations
Liabilities / Revenue64th percentileNet Margin41st percentile

Revenue

Down

$66,072

Down $6,221 (-8.6%) from 2013

Expenses

Down

$67,413

Down $21,453 (-24%) from 2013

Net Income

Up

-$1,341

Up $15,232 (+92%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2011: $177,640Net Assets 2011: $177,6402011Assets 2012: $201,942Net Assets 2012: $201,9422012Assets 2013: $185,606Liabilities 2013: $237Net Assets 2013: $185,3692013Assets 2014: $184,298Liabilities 2014: $270Net Assets 2014: $184,0282014

Highlighted filing

2014

Assets$184,298
Liabilities$270
Net Assets$184,028
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $76,784Expenses 2011: $78,717Net Income 2011: -$1,9332011Revenue 2012: $100,716Expenses 2012: $76,414Net Income 2012: $24,3022012Revenue 2013: $72,293Expenses 2013: $88,866Net Income 2013: -$16,5732013Revenue 2014: $66,072Expenses 2014: $67,413Net Income 2014: -$1,3412014

Highlighted filing

2014

Revenue$66,072
Expenses$67,413
Net Income-$1,341
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,298
Liabilities
$270
Net assets
$184,028
Revenue
$66,072
Expenses
$67,413
Net income
-$1,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.66$0.67$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.85$0.72$0.89$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$2.02$1.01$0.76$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$1.78$0.77$0.79$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$66,072
Mission and Program Overview

Mission

Maintain common areas for poa such as, but not limited to, clubhouse, swimming pool, roads, and boat ramp. Common areas are maintained to a standard, common areas are open to the public with prior permission.

Program Services

DescriptionGrantsExpenses
SAME AS PRIMARY EXEMPT PURPOSE...$57,741-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY DOUGLASSecretaryPT$0--
SHERRILL MINZEPresidentPT$0--
JOEL BALLEWVice PresidentPT$0--
BILL SCHMALTZDirectorPT$0--
ALYSHA LUTTRELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Southern Oaks Property Owners
EIN
75-2631357
Phone
9033896362
Address
111 SOUTHERN OAKS DRIVE, STREETMAN, TX 75859

Signing Officer

Name
Sherrill Minze
Title
President
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Blackwell & Presley CPAS PLLC
Address
100 S 15th St, CORSICANA, TX 75110
Preparer
Evonne Blackwell CPA
Phone
9038741040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$75”

Other Expenses.1009

“Depreciation $5212”

Other Expenses.1

“BAD DEBT $9672”

Other Expenses.2

“ROAD REPAIRS $7558”

Other Expenses.3

“SUPPLIES $2792”

Other Expenses.5

“SURVEY REPLAT $704”

Other Assets.1

“ACCOUNTS RECEIVABLE - Beginning $73961 ACCOUNTS RECEIVABLE - Ending $54813”

Other Assets.2

“LESS ALLOWANCE - Beginning $-30000 LESS ALLOWANCE - Ending $0”

Other Assets.3

“BLGS & EQUIPMENTS - Beginning $163580 BLGS & EQUIPMENTS - Ending $0”

Other Assets.4

“LESS ACCUMULATED DEPRECIATION - Beginning $-98231 LESS ACCUMULATED DEPRECIATION - Ending $0”

Other Assets.5

“FORECLOSURE LOTS - Beginning $26000 FORECLOSURE LOTS - Ending $0”

Total Liabilities.1

“- Beginning $237 - Ending $270”

Raw XML Appendix140 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/PersonNm0EVONNE BLACKWELL CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09038742418
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 S 15TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORSICANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014726
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1341
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09899
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185606
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0184298
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt066072
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt035570
IRS990EZ/LandAndBuildingsGrp/EOYAmt0122134
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065447
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0184028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0184028
IRS990EZ/OccupancyRentUtltsAndMaintAmt014575
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRILL MINZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL BALLEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL SCHMALTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALYSHA LUTTRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0135310
IRS990EZ/OtherAssetsTotalDetail/EOYAmt054813
IRS990EZ/OtherExpensesTotalAmt025938
IRS990EZ/OtherRevenueTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN COMMON AREAS FOR POA SUCH AS, BUT NOT LIMITED TO, CLUBHOUSE, SWIMMING POOL, ROADS, AND BOAT RAMP. COMMON AREAS ARE MAINTAINED TO A STANDARD, COMMON AREAS ARE OPEN TO THE PUBLIC WITH PRIOR PERMISSION.
IRS990EZ/PrintingPublicationsPostageAmt0797
IRS990EZ/ProgramServiceRevenueAmt0550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SAME AS PRIMARY EXEMPT PURPOSE...
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057741
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016204
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0237
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0270
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067413
IRS990EZ/TotalProgramServiceExpensesAmt057741
IRS990EZ/TotalRevenueAmt066072
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $5212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BAD DEBT $9672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROAD REPAIRS $7558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $2792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SURVEY REPLAT $704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS RECEIVABLE - Beginning $73961 ACCOUNTS RECEIVABLE - Ending $54813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LESS ALLOWANCE - Beginning $-30000 LESS ALLOWANCE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BLGS & EQUIPMENTS - Beginning $163580 BLGS & EQUIPMENTS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LESS ACCUMULATED DEPRECIATION - Beginning $-98231 LESS ACCUMULATED DEPRECIATION - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FORECLOSURE LOTS - Beginning $26000 FORECLOSURE LOTS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11- Beginning $237 - Ending $270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRILL MINZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OAKS PROPERTY OWNERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0752631357
ReturnHeader/Filer/PhoneNum09033896362
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SOUTHERN OAKS DRIVE
ReturnHeader/Filer/USAddress/CityNm0STREETMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blackwell & Presley CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 S 15th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORSICANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075110
ReturnHeader/PreparerPersonGrp/PhoneNum09038741040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Evonne Blackwell CPA
ReturnHeader/ReturnTs02015-08-18T12:17:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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