Civic Intelligence

Estates of Oak Run Hoa Inc

EIN 75-2651259 • 501(c)4 • Allen, TX

Profile

Homeowners Association-Maintenance Common Areas

1024 S Greenville AvenueAllen, TX 75002-3351

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.33x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

0.8%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$85,107

Up $7,799 (+10%) from 2024

Liabilities

Up

$28,401

Up $7,200 (+34%) from 2024

Net Assets

Up

$56,706

Up $599 (+1.1%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin49th percentile

Revenue

Up

$77,047

Up $11,600 (+18%) from 2024

Expenses

Up

$76,448

Up $10,039 (+15%) from 2024

Net Income

Up

$599

Up $1,561 (+162%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2011: $58,919Liabilities 2011: $19,2512011Assets 2012: $68,106Liabilities 2012: $18,8432012Assets 2013: $74,456Liabilities 2013: $18,1152013Assets 2014: $86,640Liabilities 2014: $22,9052014Assets 2015: $105,582Liabilities 2015: $24,2502015Assets 2016: $39,784Liabilities 2016: $24,4252016Assets 2017: $33,394Liabilities 2017: $16,9802017Assets 2018: $27,721Liabilities 2018: $16,980Net Assets 2018: $10,7412018Assets 2019: $20,324Liabilities 2019: $13,4742019Assets 2020: $38,162Liabilities 2020: $30,5552020Assets 2021: $43,209Liabilities 2021: $24,313Net Assets 2021: $18,8962021Assets 2022: $68,390Liabilities 2022: $32,438Net Assets 2022: $35,9522022Assets 2023: $84,949Liabilities 2023: $27,880Net Assets 2023: $57,0692023Assets 2024: $77,308Liabilities 2024: $21,201Net Assets 2024: $56,1072024Assets 2025: $85,107Liabilities 2025: $28,401Net Assets 2025: $56,7062025

Highlighted filing

2025

Assets$85,107
Liabilities$28,401
Net Assets$56,706
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $33,817Expenses 2011: $27,985Net Income 2011: $5,8322011Revenue 2012: $33,457Expenses 2012: $23,862Net Income 2012: $9,5952012Revenue 2013: $33,882Expenses 2013: $26,804Net Income 2013: $7,0782013Revenue 2014: $36,857Expenses 2014: $29,463Net Income 2014: $7,3942014Revenue 2015: $44,937Expenses 2015: $27,340Net Income 2015: $17,5972015Revenue 2016: $55,329Expenses 2016: $121,302Net Income 2016: -$65,9732016Revenue 2017: $55,532Expenses 2017: $54,477Net Income 2017: $1,0552017Revenue 2018: $56,431Expenses 2018: $62,104Net Income 2018: -$5,6732018Revenue 2019: $56,188Expenses 2019: $60,079Net Income 2019: -$3,8912019Revenue 2020: $56,808Expenses 2020: $56,051Net Income 2020: $7572020Revenue 2021: $55,655Expenses 2021: $44,366Net Income 2021: $11,2892021Revenue 2022: $56,572Expenses 2022: $39,516Net Income 2022: $17,0562022Revenue 2023: $65,886Expenses 2023: $44,769Net Income 2023: $21,1172023Revenue 2024: $65,447Expenses 2024: $66,409Net Income 2024: -$9622024Revenue 2025: $77,047Expenses 2025: $76,448Net Income 2025: $5992025

Highlighted filing

2025

Revenue$77,047
Expenses$76,448
Net Income$599
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,107
Liabilities
$28,401
Net assets
$56,706
Revenue
$77,047
Expenses
$76,448
Net income
$599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.28$0.57$0.77$0.76$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.21$0.56$0.65$0.66$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.28$0.57$0.66$0.45$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.32$0.36$0.57$0.40$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.24$0.19$0.56$0.44$0.11
2020Summary only. Only limited summary data is available for this year.$0.38$0.31$0.57$0.56$0.01
2019Summary only. Only limited summary data is available for this year.$0.20$0.13$0.56$0.60$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.17$0.11$0.56$0.62$0.06
2017Summary only. Only limited summary data is available for this year.$0.33$0.17$0.56$0.54$0.01
2016Summary only. Only limited summary data is available for this year.$0.40$0.24$0.55$1.21$0.66
2015Summary only. Only limited summary data is available for this year.$1.06$0.24$0.45$0.27$0.18
2014Summary only. Only limited summary data is available for this year.$0.87$0.23$0.37$0.29$0.07
2013Summary only. Only limited summary data is available for this year.$0.74$0.18$0.34$0.27$0.07
2012Summary only. Only limited summary data is available for this year.$0.68$0.19$0.33$0.24$0.10
2011Summary only. Only limited summary data is available for this year.$0.59$0.19$0.34$0.28$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 25, 2026
Return Version
2025v4.0
Gross Receipts
$77,047
Mission and Program Overview

Mission

Homeowners Association-Maintenance Common Areas

Program Services

DescriptionGrantsExpenses
Maintenance of Common Areas for Community of 95 homes$0$53,712
Insurance for the Association$0$6,835
Social functions to promote sense of community$0$726
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon GoertzPresident-$0--
Gwenell PierceDirector-$0--
Sean StolzDirector-$0--
William BingerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Estates of Oak Run HOA Inc
EIN
75-2651259
Phone
9723591548
Address
1024 S Greenville Avenue, Allen, TX 75002-3351

Signing Officer

Name
Brandon B Goertz
Title
President
Phone
9723591548
Signed
2026-03-25
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 Fees and Collections 734.”

Form 990EZ, Part I, Line 8

“Closing Fee 250.”

Form 990EZ, Part I, Line 16

“Landscaping 16672.”

Form 990EZ, Part I, Line 16

“Common Area Maintenance 31427.”

Form 990EZ, Part I, Line 16

“Electricity 316.”

Form 990EZ, Part I, Line 16

“Water 5297.”

Form 990EZ, Part I, Line 16

“Insurance 6835.”

Form 990EZ, Part I, Line 16

“Member Relations/Social 726.”

Form 990EZ, Part I, Line 16

“Administrative 1187.”

Form 990EZ, Part II, Line 24

“Accounts Receivables - Net 1918. 0.”

Form 990EZ, Part II, Line 24

“Prepaid Expense 0. 40.”

Form 990EZ, Part II, Line 26

“Prepaid Assessments 21201. 28401.”

Raw XML Appendix148 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/BusinessName/BusinessNameLine1Txt0Neighborhood Management Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum09723591548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01024 S Greenville Ave 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Allen
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750023351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085067
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0599
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013988
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085107
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt077047
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt063
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt076000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056107
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056107
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0Brandon Goertz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gwenell Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sean Stolz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Binger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01918
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040
IRS990EZ/OtherExpensesTotalAmt062460
IRS990EZ/OtherRevenueTotalAmt0984
IRS990EZ/PrimaryExemptPurposeTxt0Homeowners Association-Maintenance Common Areas
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance of Common Areas for Community of 95 homes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Insurance for the Association
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Social functions to promote sense of community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16835
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021201
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028401
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076448
IRS990EZ/TotalProgramServiceExpensesAmt061273
IRS990EZ/TotalRevenueAmt077047
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Late Fees and Collections 734.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Closing Fee 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Landscaping 16672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Common Area Maintenance 31427.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Electricity 316.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Water 5297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 6835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member Relations/Social 726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administrative 1187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivables - Net 1918. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expense 0. 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Assessments 21201. 28401.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandon B Goertz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09723591548
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Estates of Oak Run HOA Inc
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0752651259
ReturnHeader/Filer/PhoneNum09723591548
ReturnHeader/Filer/USAddress/AddressLine1Txt01024 S Greenville Avenue
ReturnHeader/Filer/USAddress/CityNm0Allen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750023351
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/PreparationDt02026-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Cavanaugh
ReturnHeader/ReturnTs02026-03-25T09:59:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.