Civic Intelligence

Heritage Village Homeowners Assoc

EIN 76-0095786 • 501(c)4 • Katy, TX

Profile

The Association was formed to provide for maintenance, improvements and safety of all common areas for the benefit of the residents and community visitors to the geographic area within the community known as Heritage Village.

2002 W Grand Parkway N Ste 100Katy, TX 77449
Siviq Scores

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

Liabilities / Assets

60th percentile

0.09x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.26x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

12%

Higher net margin than 56% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Asset Growth

45th percentile

2.8%

Faster asset growth than 45% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

4.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,584,623

Up $196,664 (+14%) from 2022

Liabilities

Up

$160,590

Up $61,778 (+63%) from 2022

Net Assets

Up

$1,424,033

Up $134,886 (+10%) from 2022

Operations
Liabilities / Revenue70th percentileNet Margin56th percentile

Revenue

Up

$517,099

Up $66,901 (+15%) from 2022

Expenses

Up

$382,389

Up $10,713 (+2.9%) from 2022

Net Income

Up

$134,710

Up $56,188 (+72%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,235,584Liabilities 2019: $262,724Net Assets 2019: $972,8602019Assets 2020: $1,275,781Liabilities 2020: $60,573Net Assets 2020: $1,215,2082020Assets 2021: $1,305,296Liabilities 2021: $96,178Net Assets 2021: $1,209,1182021Assets 2022: $1,387,959Liabilities 2022: $98,812Net Assets 2022: $1,289,1472022Assets 2023: $1,584,623Liabilities 2023: $160,590Net Assets 2023: $1,424,0332023

Highlighted filing

2023

Assets$1,584,623
Liabilities$160,590
Net Assets$1,424,033
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $383,842Expenses 2019: $212,298Net Income 2019: $171,5442019Revenue 2020: $412,066Expenses 2020: $407,971Net Income 2020: $4,0952020Revenue 2021: $429,129Expenses 2021: $432,067Net Income 2021: -$2,9382021Revenue 2022: $450,198Expenses 2022: $371,676Net Income 2022: $78,5222022Revenue 2023: $517,099Expenses 2023: $382,389Net Income 2023: $134,7102023

Highlighted filing

2023

Revenue$517,099
Expenses$382,389
Net Income$134,710
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,584,623
Liabilities
$160,590
Net assets
$1,424,033
Revenue
$517,099
Expenses
$382,389
Net income
$134,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.58$0.16$1.42$0.52$0.38$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.10$1.29$0.45$0.37$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.10$1.21$0.43$0.43$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.06$1.22$0.41$0.41$0.00
2019Summary only. Only limited summary data is available for this year.$1.24$0.26$0.97$0.38$0.21$0.17
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$450,198
Mission and Program Overview

Mission

The Association was formed to provide for maintenance, improvements and safety of all common areas for the benefit of the residents and community visitors to the geographic area within the community known as Heritage Village.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,209,118$1,289,147▲ $80,029
Savings and Temporary Cash Investments$755,219$958,325▲ $203,106
Cash and Non-Interest-Bearing Accounts$479,212$382,857▼ $96,355
Accounts Receivable$65,448$41,360▼ $24,088
Prepaid Expenses and Deferred Charges$5,417$5,417→ $0
Total Assets$1,305,296$1,387,959▲ $82,663
Liabilities
Deferred Revenue$95,936$82,314▼ $13,622
Accounts Payable and Accrued Expenses$242$16,498▲ $16,256
Total Liabilities$96,178$98,812▲ $2,634
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,209,118$1,289,147▲ $80,029
Total Liabilities and Net Assets / Fund Balance$1,305,296$1,387,959▲ $82,663
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Jeramie TaylorPresident
Sharon TaylorVice President
Alicia StrainDirector
Jesse BrownSecretary
Johnson WarrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$348,008
Investment Income
$4,153
Other Revenue
$98,037
Change in Net Assets
$78,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$371,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$98,781--$98,781
Fees for Services Legal$74,032$3,527-$77,559
Fees for Services Management-$23,747-$23,747
Insurance$21,685--$21,685
Other Expenses$19,234--$19,234
Information Technology$75$2,347-$2,422
Office Expenses-$1,818-$1,818
Fees for Services Accounting-$352-$352
Total Functional Expenses$339,885$31,791$0$371,676
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“The Association employs a management company to oversee daily operations. The management company is under the direction of the Board of Directors.”

Members or stockholder classes and rights Part VI line 6

“Each property owner within the Association is a voting member.”

Member election for additional members Part VI line 7A

“Each owner/voting member elects the Board of Directors.”

Governing body decisions Part VI line 7B

“By law revisions must be approved by the total voting body.”

Governing body meeting documentation Part VI line 8A

“Written meeting minutes are maintained for all Board meetings.”

Form 990 governing body review Part VI line 11

“The form 990 is presented to the Board for review, revision and approval before filing.”

Governing documents etc available to public Part VI line 19

“Governing documents are provided at closing to each property purchaser and are available upon request to the management company.”

Filing and Contact Details

Filer

Filer Name
Heritage Village Homeowners Assoc
EIN
76-0095786
Address
2002 W Grand Parkway N Ste 100, Katy, TX 77449

Signing Officer

Name
Jeramie Taylor
Title
President
Phone
7136470007
Signed
2023-05-08
Discuss with paid preparer
No

Organization Details

Formed
1983
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cox CPA Services Inc
Address
974 Campbell Road Suite 106, Houston, TX 77024
Preparer
Teresa Cox CPA
Phone
7136470007
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding 1”

List of other expenses Part IX line 24E

“Community events 3,627Patrol and monitoring 90,303Bad debt 4,527Bank fees 317Property tax 7--------------------------------------------------total 98,781”

Raw XML Appendix321 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.

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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01305296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01387959
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeramie Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07136470007
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Village Homeowners Assoc
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0760095786
ReturnHeader/Filer/USAddress/AddressLine1Txt02002 W Grand Parkway N Ste 100
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271016343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox CPA Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0974 Campbell Road Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07136470007
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Cox CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T13:19:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeramie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Taylor
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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