Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Ballantrae Homeowners Association Inc
EIN 75-2638056 • 501(c)4 • Plano, TX
Profile
To enhance our quality of life by maintaining our common areas and upholding our covenants, declarations, and by-laws
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.89x
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Balance Sheet
Assets
Up$80,931
Up $7,555 (+10%) from 2023
Liabilities
Up$71,998
Up $9,815 (+16%) from 2023
Net Assets
Down$8,933
Down $2,260 (-20%) from 2023
Revenue
Down$134,094
Down $1,027 (-0.8%) from 2023
Expenses
Down$136,354
Down $4,478 (-3.2%) from 2023
Net Income
Up-$2,260
Up $3,451 (+60%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $80,931
- Liabilities
- $71,998
- Net assets
- $8,933
- Revenue
- $134,094
- Expenses
- $136,354
- Net income
- -$2,260
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 11, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $134,094
Mission and Program Overview
Mission
To enhance our quality of life by maintaining our common areas and upholding our Covenants, Declarations, and By-Laws.
To enhance our quality of life by maintaining our common areas and upholding our covenants, declarations, and by-laws
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO ENHANCE OUR QUALITY OF LIFE BY MAINTAINING OUR COMMON AREAS AND UPHOLDING OUR COVENANTS, DECLARATIONS, AND BY-LAWS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WILLENA HENDLEY | Secretary | - | $0 | - | - |
| DIANE DE RISO | President | - | $0 | - | - |
| DAVID J SPRINGATE | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Ballantrae Homeowners
- EIN
- 75-2638056
- Address
- 1800 PRESTON PARK BLVD SUITE 200, PLANO, TX 75093
Signing Officer
- Name
- David Springate
- Title
- Treasurer
- Signed
- 2025-11-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- McCutchan Advisory Services LLC
- Address
- 300 E Davis St Ste 131, McKinney, TX 75069
- Preparer
- Sarah McCutchan
- Phone
- 4692514119
Supplemental Narrative
Additional Explanations
Other Expenses.1012
“Insurance $4975”
Other Expenses.1
“UTILITIES $4870”
Other Expenses.2
“Community activities $2705”
Other Expenses.4
“OFFICE SUPPLIES $2”
Other Assets.1005
“Accounts Receivable - Beginning $615 Accounts Receivable - Ending $1231”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $1172 Prepaid Expenses and Deferred Charges - Ending $8821”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $5089 Accounts Payable and Accrued Expenses - Ending $9054”
Total Liabilities.1005
“Escrow Account Liability - Beginning $18657 Escrow Account Liability - Ending $19226”
Total Liabilities.1
“- Beginning $38437 - Ending $43718”
Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAVID SPRINGATE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9729432810 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1800 PRESTON BLVD STE 200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLANO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75093 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 71589 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 70879 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2260 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13261 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 73376 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80931 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 134094 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1230 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 132864 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11193 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8933 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11193 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8933 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 108939 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WILLENA HENDLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DIANE DE RISO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID J SPRINGATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1787 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10052 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12552 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENHANCE OUR QUALITY OF LIFE BY MAINTAINING OUR COMMON AREAS AND UPHOLDING OUR COVENANTS, DECLARATIONS, AND BY-LAWS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1602 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ENHANCE OUR QUALITY OF LIFE BY MAINTAINING OUR COMMON AREAS AND UPHOLDING OUR COVENANTS, DECLARATIONS, AND BY-LAWS |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 62183 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 71998 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 136354 |
| IRS990EZ/TotalRevenueAmt | 0 | 134094 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Insurance $4975 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UTILITIES $4870 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COMMUNITY ACTIVITIES $2705 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | OFFICE SUPPLIES $2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Receivable - Beginning $615 Accounts Receivable - Ending $1231 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Prepaid Expenses and Deferred Charges - Beginning $1172 Prepaid Expenses and Deferred Charges - Ending $8821 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Accounts Payable and Accrued Expenses - Beginning $5089 Accounts Payable and Accrued Expenses - Ending $9054 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Escrow Account Liability - Beginning $18657 Escrow Account Liability - Ending $19226 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | - Beginning $38437 - Ending $43718 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Total Liabilities.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID SPRINGATE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Ballantrae Homeowners |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Association Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BALL |
| ReturnHeader/Filer/EIN | 0 | 752638056 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1800 PRESTON PARK BLVD SUITE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLANO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75093 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 863587118 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | McCutchan Advisory Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 300 E Davis St Ste 131 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | McKinney |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 75069 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4692514119 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Sarah McCutchan |
| ReturnHeader/ReturnTs | 0 | 2025-11-11T06:11:56-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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