Civic Intelligence

Southlake Oak Tree Estates Homeowners Association

EIN 75-2638309 • 501(c)4 • San Antonio, TX

Profile

Maintenance of Common Area Property

17319 San Pedro AvenueSan Antonio, TX 78232

jellybird.cincwebaxis.com

Siviq Scores

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

Liabilities / Assets

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.56x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

23rd percentile

-20%

Higher net margin than 23% 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

30th percentile

-16%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

51st percentile

-0.5%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$146,957

Down $28,258 (-16%) from 2023

Liabilities

Down

$52,181

Down $10,092 (-16%) from 2023

Net Assets

Down

$94,776

Down $18,166 (-16%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin23rd percentile

Revenue

Down

$92,974

Down $504 (-0.5%) from 2023

Expenses

Up

$111,140

Up $30,629 (+38%) from 2023

Net Income

Down

-$18,166

Down $31,133 (-240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2015: $138,161Liabilities 2015: $46,2002015Assets 2016: $140,599Liabilities 2016: $37,6422016Assets 2017: $135,209Liabilities 2017: $32,002Net Assets 2017: $103,2072017Assets 2018: $115,392Liabilities 2018: $24,622Net Assets 2018: $90,7702018Assets 2019: $129,574Liabilities 2019: $32,4902019Assets 2020: $155,118Liabilities 2020: $46,7372020Assets 2021: $162,968Liabilities 2021: $65,149Net Assets 2021: $97,8192021Assets 2022: $146,909Liabilities 2022: $46,934Net Assets 2022: $99,9752022Assets 2023: $175,215Liabilities 2023: $62,273Net Assets 2023: $112,9422023Assets 2024: $146,957Liabilities 2024: $52,181Net Assets 2024: $94,7762024

Highlighted filing

2024

Assets$146,957
Liabilities$52,181
Net Assets$94,776
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $27,335Expenses 2015: $79,596Net Income 2015: -$52,2612015Revenue 2016: $82,037Expenses 2016: $71,041Net Income 2016: $10,9962016Revenue 2017: $83,463Expenses 2017: $83,213Net Income 2017: $2502017Revenue 2018: $82,989Expenses 2018: $95,426Net Income 2018: -$12,4372018Revenue 2019: $87,423Expenses 2019: $81,109Net Income 2019: $6,3142019Revenue 2020: $88,144Expenses 2020: $76,847Net Income 2020: $11,2972020Revenue 2021: $83,081Expenses 2021: $93,643Net Income 2021: -$10,5622021Revenue 2022: $82,575Expenses 2022: $80,419Net Income 2022: $2,1562022Revenue 2023: $93,478Expenses 2023: $80,511Net Income 2023: $12,9672023Revenue 2024: $92,974Expenses 2024: $111,140Net Income 2024: -$18,1662024

Highlighted filing

2024

Revenue$92,974
Expenses$111,140
Net Income-$18,166
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$146,957
Liabilities
$52,181
Net assets
$94,776
Revenue
$92,974
Expenses
$111,140
Net income
-$18,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.52$0.95$0.93$1.11$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.62$1.13$0.93$0.81$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.47$1.00$0.83$0.80$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.65$0.98$0.83$0.94$0.11
2020Summary only. Only limited summary data is available for this year.$1.55$0.47$0.88$0.77$0.11
2019Summary only. Only limited summary data is available for this year.$1.30$0.32$0.87$0.81$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.25$0.91$0.83$0.95$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.32$1.03$0.83$0.83$0.00
2016Summary only. Only limited summary data is available for this year.$1.41$0.38$0.82$0.71$0.11
2015Summary only. Only limited summary data is available for this year.$1.38$0.46$0.27$0.80$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 12, 2025
Return Version
2024v5.2
Gross Receipts
$92,974
Mission and Program Overview

Mission

Maintenance of Common Area Property

Program Services

DescriptionGrantsExpenses
Maintenance of Common Area Property$0$83,322
Insurance for protection of property and members$0$7,115
Social activites and related to promote community spirit$0$6,399
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Devin KrebsPresident-$0--
Angela HoehneTreasurer-$0--
Gina CrosbyDirector-$0--
Kyle ClarkVice President-$0--
Brent ScurciDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southlake Oak Tree Estates Homeowners Association
EIN
75-2638309
Phone
2106403911
Address
17319 San Pedro Avenue, San Antonio, TX 78232

Signing Officer

Name
Devin Krebs
Title
President
Phone
2106403911
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Cavanaugh & Company Pllc
Address
6300 RIDGLEA PL SUITE 511, FORT WORTH, TX 76116
Preparer
Kevin Cavanaugh
Phone
8179350200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Late & Collection Fees 371.”

Form 990EZ, Part I, Line 16

“Landscape Maintenance 32627.”

Form 990EZ, Part I, Line 16

“Pond Maintenance 15555.”

Form 990EZ, Part I, Line 16

“Repairs & Maintenance 11164.”

Form 990EZ, Part I, Line 16

“Electricity 4410.”

Form 990EZ, Part I, Line 16

“Water 19566.”

Form 990EZ, Part I, Line 16

“Insurance 7115.”

Form 990EZ, Part I, Line 16

“Holiday Decorations 6330.”

Form 990EZ, Part I, Line 16

“Social Activities 69.”

Form 990EZ, Part I, Line 16

“Administrative 3607.”

Form 990EZ, Part II, Line 24

“Assessments Receivable 20. 16.”

Form 990EZ, Part II, Line 24

“Account Receivable - Other 0. 5.”

Form 990EZ, Part II, Line 24

“Prepaid Insurance 547. 1639.”

Form 990EZ, Part II, Line 26

“Accounts Payable 7371. 5691.”

Form 990EZ, Part II, Line 26

“Prepaid Assessments 54902. 46490.”

Raw XML Appendix162 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jellybird HOA Management
IRS990EZ/BooksInCareOfDetail/PhoneNum02106403911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017319 San Pedro Avenue 318
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0145297
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18166
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010697
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146957
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092974
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03305
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt089298
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112942
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112942
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094776
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Devin Krebs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Hoehne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gina Crosby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kyle Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brent Scurci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0567
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01660
IRS990EZ/OtherExpensesTotalAmt0100443
IRS990EZ/OtherRevenueTotalAmt0371
IRS990EZ/PrimaryExemptPurposeTxt0Maintenance of Common Area Property
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance of Common Area Property
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Insurance for protection of property and members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Social activites and related to promote community spirit
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083322
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17115
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26399
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt062273
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt052181
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111140
IRS990EZ/TotalProgramServiceExpensesAmt096836
IRS990EZ/TotalRevenueAmt092974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jellybird.cincwebaxis.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Late & Collection Fees 371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Landscape Maintenance 32627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Pond Maintenance 15555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Repairs & Maintenance 11164.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Electricity 4410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Water 19566.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 7115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Holiday Decorations 6330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Social Activities 69.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Administrative 3607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assessments Receivable 20. 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Account Receivable - Other 0. 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Insurance 547. 1639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable 7371. 5691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid Assessments 54902. 46490.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Devin Krebs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02106403911
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southlake Oak Tree Estates Homeowners Association
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0752638309
ReturnHeader/Filer/PhoneNum02106403911
ReturnHeader/Filer/USAddress/AddressLine1Txt017319 San Pedro Avenue
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271350952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVANAUGH & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 RIDGLEA PL SUITE 511
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076116
ReturnHeader/PreparerPersonGrp/PhoneNum08179350200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cavanaugh
ReturnHeader/ReturnTs02025-10-21T05:45:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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