Civic Intelligence

Sunbury Estates Community Improvement Association

EIN 76-0080755 • 501(c)4 • Shenandoah, TX

Profile

Promote the health, safety and welfare of residents

128 Vision Park Blvd STE 110Shenandoah, TX 77384

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

58th percentile

4.0%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,865

Up $5,308 (+9.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$63,865

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$100,087

Up $3,894 (+4.0%) from 2023

Expenses

Up

$94,779

Up $7,625 (+8.7%) from 2023

Net Income

Down

$5,308

Down $3,731 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$150K$100K$50K$0Assets 2011: $102,264Liabilities 2011: $32,6922011Assets 2012: $95,182Liabilities 2012: $24,4042012Assets 2013: $114,248Liabilities 2013: $44,5332013Assets 2014: $97,677Liabilities 2014: $55,7042014Assets 2015: $97,400Liabilities 2015: $55,6442015Assets 2016: $35,026Net Assets 2016: $35,0262016Assets 2017: $64,427Net Assets 2017: $64,4272017Assets 2018: $56,682Net Assets 2018: $56,6822018Assets 2019: $76,551Net Assets 2019: $76,5512019Assets 2020: $40,900Net Assets 2020: $40,9002020Assets 2021: $37,051Net Assets 2021: $37,0512021Assets 2022: $49,518Net Assets 2022: $49,5182022Assets 2023: $58,557Liabilities 2023: $02023Assets 2024: $63,865Net Assets 2024: $63,8652024

Highlighted filing

2024

Assets$63,865
Liabilities-
Net Assets$63,865
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $125,797Expenses 2011: $125,880Net Income 2011: -$832011Revenue 2012: $129,357Expenses 2012: $128,151Net Income 2012: $1,2062012Revenue 2013: $138,167Expenses 2013: $139,230Net Income 2013: -$1,0632013Revenue 2014: $135,695Expenses 2014: $163,437Net Income 2014: -$27,7422014Revenue 2015: $139,289Expenses 2015: $139,506Net Income 2015: -$2172015Revenue 2016: $144,760Expenses 2016: $139,019Net Income 2016: $5,7412016Revenue 2017: $107,471Expenses 2017: $78,070Net Income 2017: $29,4012017Revenue 2018: $89,391Expenses 2018: $97,136Net Income 2018: -$7,7452018Revenue 2019: $113,782Expenses 2019: $93,913Net Income 2019: $19,8692019Revenue 2020: $65,902Expenses 2020: $101,553Net Income 2020: -$35,6512020Revenue 2021: $103,254Expenses 2021: $107,103Net Income 2021: -$3,8492021Revenue 2022: $103,052Expenses 2022: $90,585Net Income 2022: $12,4672022Revenue 2023: $96,193Expenses 2023: $87,154Net Income 2023: $9,0392023Revenue 2024: $100,087Expenses 2024: $94,779Net Income 2024: $5,3082024

Highlighted filing

2024

Revenue$100,087
Expenses$94,779
Net Income$5,308
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$63,865
Liabilities
-
Net assets
$63,865
Revenue
$100,087
Expenses
$94,779
Net income
$5,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$1.00$0.95$0.05
2023Summary only. Only limited summary data is available for this year.$0.59$0.00$0.96$0.87$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.03$0.91$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.03$1.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.66$1.02$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.14$0.94$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.89$0.97$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$1.07$0.78$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$1.45$1.39$0.06
2015Summary only. Only limited summary data is available for this year.$0.97$0.56$1.39$1.40$0.00
2014Summary only. Only limited summary data is available for this year.$0.98$0.56$1.36$1.63$0.28
2013Summary only. Only limited summary data is available for this year.$1.14$0.45$1.38$1.39$0.01
2012Summary only. Only limited summary data is available for this year.$0.95$0.24$1.29$1.28$0.01
2011Summary only. Only limited summary data is available for this year.$1.02$0.33$1.26$1.26$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 24, 2023
Return Version
2022v5.0
Gross Receipts
$103,052
Mission and Program Overview

Mission

Promote the health, safety and welfare of residents

Program Services

DescriptionGrantsExpenses
Maintenance and operation of common areas for the benefit of the residential community.-$90,585
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SpencerPresidentPT$0--
Robert TorresVice PresidentPT$0--
David HessDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sunbury Estates Community Improvement Association
EIN
76-0080755
Phone
2812969775
Address
128 Vision Park Blvd STE 110, Shenandoah, TX 77384

Signing Officer

Name
James Spencer
Title
President
Phone
2812969775
Signed
2023-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Kevin F McKenna PC
Address
18706 Candleview Drive, Spring, TX 77388
Preparer
Kevin F McKenna
Phone
2817445968
Supplemental Narrative

Additional Explanations

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

“Legal and professional 10,000”

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

“Security 34,000”

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

“Insurance 5,732”

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

“Landscape maintenance 4,173”

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

“Property management 18,560”

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

“Printing, postage and office 5,368”

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

“Street lights 8,873”

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

“Maintenance and cleanup 3,879”

Raw XML Appendix112 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/BusinessNameLine1Txt0Consolidated Management Services
IRS990EZ/BooksInCareOfDetail/PhoneNum02812969775
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 Vision Park Blvd S110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shenandoah
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077384
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012467
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037051
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049518
IRS990EZ/GrossReceiptsAmt0103052
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0103052
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037051
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037051
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049518
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Torres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Hess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090585
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the health, safety and welfare of residents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance and operation of common areas for the benefit of the residential community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090585
IRS990EZ/TotalProgramServiceExpensesAmt090585
IRS990EZ/TotalRevenueAmt0103052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Legal and professional 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Security 34,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 5,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Landscape maintenance 4,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Property management 18,560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Printing, postage and office 5,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Street lights 8,873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Maintenance and cleanup 3,879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Spencer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02812969775
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sunbury Estates Community Improvement Association
ReturnHeader/Filer/BusinessNameControlTxt0SUNB
ReturnHeader/Filer/EIN0760080755
ReturnHeader/Filer/PhoneNum02812969775
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 Vision Park Blvd STE 110
ReturnHeader/Filer/USAddress/CityNm0Shenandoah
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077384
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760273370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin F McKenna PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018706 Candleview Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077388
ReturnHeader/PreparerPersonGrp/PhoneNum02817445968
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin F McKenna
ReturnHeader/ReturnTs02023-05-24T04:15:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Spencer
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.