Civic Intelligence

Bay Forest Community Association

990 • Fiscal year 2023 • EIN 76-0170908

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 18, 2024

Organization Profilewww.bayforest.info
15715 Lake Lodge DriveHouston, TX 77062

(832) 224-6446

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.49x

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.67x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

40th percentile

1.9%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.6%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Flat

$997,919

Flat from 2023

Net Assets

Flat

$508,060

Flat from 2023

Liabilities

Flat

$489,859

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin40th percentile

Revenue

Flat

$725,920

Flat from 2023

Expenses

Flat

$712,050

Flat from 2023

Net Income

Flat

$13,870

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $645,460Liabilities 2010: $281,178Net Assets 2010: $364,2822010Assets 2011: $798,373Liabilities 2011: $289,455Net Assets 2011: $508,9182011Assets 2012: $955,607Liabilities 2012: $329,825Net Assets 2012: $625,7822012Assets 2013: $1,157,206Liabilities 2013: $382,500Net Assets 2013: $774,7062013Assets 2014: $1,315,154Liabilities 2014: $382,810Net Assets 2014: $932,3442014Assets 2015: $1,397,655Liabilities 2015: $331,564Net Assets 2015: $1,066,0912015Assets 2016: $1,285,090Liabilities 2016: $299,703Net Assets 2016: $985,3872016Assets 2017: $1,402,706Liabilities 2017: $305,931Net Assets 2017: $1,096,7752017Assets 2018: $1,223,597Liabilities 2018: $338,059Net Assets 2018: $885,5382018Assets 2019: $733,521Liabilities 2019: $228,005Net Assets 2019: $505,5162019Assets 2020: $681,713Liabilities 2020: $116,567Net Assets 2020: $565,1462020Assets 2021: $871,985Liabilities 2021: $300,208Net Assets 2021: $571,7772021Assets 2022: $1,022,440Liabilities 2022: $354,494Net Assets 2022: $667,9462022Assets 2023: $997,919Liabilities 2023: $489,859Net Assets 2023: $508,0602023Assets 2023: $997,919Liabilities 2023: $489,859Net Assets 2023: $508,0602023Assets 2024: $1,031,879Liabilities 2024: $166,316Net Assets 2024: $865,5632024

Highlighted filing

2023

Assets$997,919
Liabilities$489,859
Net Assets$508,060
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $618,092Expenses 2010: $478,512Net Income 2010: $139,5802010Revenue 2011: $620,025Expenses 2011: $475,389Net Income 2011: $144,6362011Revenue 2012: $649,761Expenses 2012: $564,339Net Income 2012: $85,4222012Revenue 2013: $650,411Expenses 2013: $501,488Net Income 2013: $148,9232013Revenue 2014: $665,678Expenses 2014: $508,040Net Income 2014: $157,6382014Revenue 2015: $666,587Expenses 2015: $532,840Net Income 2015: $133,7472015Revenue 2016: $665,011Expenses 2016: $745,716Net Income 2016: -$80,7052016Revenue 2017: $685,370Expenses 2017: $573,981Net Income 2017: $111,3892017Revenue 2018: $692,252Expenses 2018: $903,489Net Income 2018: -$211,2372018Revenue 2019: $702,342Expenses 2019: $1,082,365Net Income 2019: -$380,0232019Revenue 2020: $674,261Expenses 2020: $614,631Net Income 2020: $59,6302020Revenue 2021: $712,357Expenses 2021: $705,726Net Income 2021: $6,6312021Revenue 2022: $707,661Expenses 2022: $611,492Net Income 2022: $96,1692022Revenue 2023: $725,920Expenses 2023: $712,050Net Income 2023: $13,8702023Revenue 2023: $725,920Expenses 2023: $712,050Net Income 2023: $13,8702023Revenue 2024: $1,154,013Expenses 2024: $796,511Net Income 2024: $357,5022024

Highlighted filing

2023

Revenue$725,920
Expenses$712,050
Net Income$13,870
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 18, 2024
Return Version
2023v5.1
Gross Receipts
$725,920
Mission and Program Overview

Mission

Common area maintenance Maintenance and operation of the common areas for the benefit and welfare of the residential community (836 residences)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$263,892$670,668▲ $406,776
Rtn Earn Endowment Incm Other Fnds$667,946$508,060▼ $159,886
Savings and Temporary Cash Investments$689,039$264,908▼ $424,131
Accounts Receivable$56,481$49,710▼ $6,771
Prepaid Expenses and Deferred Charges$13,028$12,633▼ $395
Total Assets$1,022,440$997,919▼ $24,521
Liabilities
Deferred Revenue$353,394$489,859▲ $136,465
Accounts Payable and Accrued Expenses$1,100--
Total Liabilities$354,494$489,859▲ $135,365
Net Assets / Fund Balance
Total Net Assets Fund Balance$667,946$508,060▼ $159,886
Total Liabilities and Net Assets / Fund Balance$1,022,440$997,919▼ $24,521
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Clifford WestbeldPresident
Judy DoggettDirector
Elizabeth SnellSecretary
Dana WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$722,323
Investment Income
$3,597
Other Revenue
$0
Change in Net Assets
$13,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$725,920
Total Revenue per Audited Statements
$725,920
Total Revenue per Form 990
$725,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$712,050
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$628,324$34,090$0$662,414
Insurance$22,111$0$0$22,111
Office Expenses$10,448$10,448$0$20,896
Fees for Services Accounting$0$5,200$0$5,200
Fees for Services Legal$0$1,429$0$1,429
Total Functional Expenses$660,883$51,167$0$712,050

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$712,050
Total Expenses per Audited Statements$712,050
Total Expenses per Form 990$712,050
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Bay Forest Community Association
EIN
76-0170908
Phone
8322246446
Address
15715 Lake Lodge Drive, Houston, TX 77062

Signing Officer

Name
Clifford Westbeld
Title
President
Phone
8322246446
Signed
2024-09-18

Organization Details

Principal Officer
Clifford Westbeld
Formed
1985
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
13
Volunteers
5

Preparer

Firm
Peterson Scott & Associates PC
Address
2720 Bee Caves Road, Austin, TX 78746
Preparer
Judy Lynn Scott
Phone
2817724336
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Members are owners of the residential properties.”

Pt VI, Line 11B

“Form 990 is reviewed by management and the officer signing the tax form.”

Pt VI, Line 19

“Copies are made available upon request.”

Form 990, Part IX, Line 24E

“Utilities 57042. 57042. 0. 0.”

Form 990, Part IX, Line 24E

“Landscape Services 97993. 97993. 0. 0.”

Form 990, Part IX, Line 24E

“Repairs & Maintenance 172132. 172132. 0. 0.”

Form 990, Part IX, Line 24E

“Pool Operation/Maintenance 39418. 39418. 0. 0.”

Form 990, Part IX, Line 24E

“Community Events 20314. 20314. 0. 0.”

Form 990, Part IX, Line 24E

“Security 12861. 12861. 0. 0.”

Form 990, Part IX, Line 24E

“Taxes-Other 363. 363. 0. 0.”

Form 990, Part IX, Line 24E

“Trash Collection 194111. 194111. 0. 0.”

Form 990, Part IX, Line 24E

“Wages/Contract Staff 68180. 34090. 34090. 0.”

Raw XML Appendix318 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01100
IRS990/AccountsReceivableGrp/BOYAmt056481
IRS990/AccountsReceivableGrp/EOYAmt049710
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Common area maintenance Maintenance and operation of the common areas for the benefit and welfare of the residential community (836 residences)
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt034090
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0628324
IRS990/AllOtherExpensesGrp/TotalAmt0662414
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Bay Forest Community Association
IRS990/BooksInCareOfDetail/PhoneNum08322246446
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015715 Lake Lodge Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077062
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0263892
IRS990/CashNonInterestBearingGrp/EOYAmt0670668
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03597
IRS990/CYOtherExpensesAmt0712050
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0722323
IRS990/CYRevenuesLessExpensesAmt013870
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0712050
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0725920
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0353394
IRS990/DeferredRevenueGrp/EOYAmt0489859
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Maintenance and operation of the common areas for the benefit and welfare of the residential community. (836 residences)
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0660883
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05200
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt05200
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01429
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt01429
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Clifford Westbeld
IRS990/Form990PartVIISectionAGrp/PersonNm1Elizabeth Snell
IRS990/Form990PartVIISectionAGrp/PersonNm2Dana Williams
IRS990/Form990PartVIISectionAGrp/PersonNm3Judy Doggett
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0725920
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt022111
IRS990/InsuranceGrp/TotalAmt022111
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03597
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03597
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Common area maintenance Maintenance and operation of the common areas for the benefit and welfare of the residential community (836 residences)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0667946
IRS990/NetAssetsOrFundBalancesEOYAmt0508060
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010448
IRS990/OfficeExpensesGrp/ProgramServicesAmt010448
IRS990/OfficeExpensesGrp/TotalAmt020896
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013028
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012633
IRS990/PrincipalOfficerNm0Clifford Westbeld
IRS990/PriorPeriodAdjustmentsAmt0-173756
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Assessments
IRS990/ProgramServiceRevenueGrp/Desc1Cost Recovery
IRS990/ProgramServiceRevenueGrp/Desc2Late & Other Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0644177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt160192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217954
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02417
IRS990/PYOtherExpensesAmt0551424
IRS990/PYProgramServiceRevenueAmt0705244
IRS990/PYRevenuesLessExpensesAmt096169
IRS990/PYSalariesCompEmpBnftPaidAmt060068
IRS990/PYTotalExpensesAmt0611492
IRS990/PYTotalRevenueAmt0707661
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt013870
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0722323
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0667946
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0508060
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0689039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0264908
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0712050
IRS990ScheduleD/RevenueSubtotalAmt0725920
IRS990ScheduleD/TotalExpensesPerForm990Amt0712050
IRS990ScheduleD/TotalRevenuePerForm990Amt0725920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0725920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0712050
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are owners of the residential properties.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by management and the officer signing the tax form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copies are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Utilities 57042. 57042. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Landscape Services 97993. 97993. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Repairs & Maintenance 172132. 172132. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pool Operation/Maintenance 39418. 39418. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community Events 20314. 20314. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Security 12861. 12861. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes-Other 363. 363. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Trash Collection 194111. 194111. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Wages/Contract Staff 68180. 34090. 34090. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01022440
IRS990/TotalAssetsEOYAmt0997919
IRS990/TotalAssetsGrp/BOYAmt01022440
IRS990/TotalAssetsGrp/EOYAmt0997919
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051167
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0660883
IRS990/TotalFunctionalExpensesGrp/TotalAmt0712050
IRS990/TotalGrossUBIAmt03597
IRS990/TotalLiabilitiesBOYAmt0354494
IRS990/TotalLiabilitiesEOYAmt0489859
IRS990/TotalLiabilitiesGrp/BOYAmt0354494
IRS990/TotalLiabilitiesGrp/EOYAmt0489859
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0667946
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0508060
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0660883
IRS990/TotalProgramServiceRevenueAmt0722323
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0722323
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0725920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03597
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01022440
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0997919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015715 Lake Lodge Drive
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077062
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.bayforest.info
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Clifford Westbeld
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08322246446
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bay Forest Community Association
ReturnHeader/Filer/BusinessNameControlTxt0BAYF
ReturnHeader/Filer/EIN0760170908
ReturnHeader/Filer/PhoneNum08322246446
ReturnHeader/Filer/USAddress/AddressLine1Txt015715 Lake Lodge Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481259926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson Scott & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02720 Bee Caves Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum02817724336
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Judy Lynn Scott
ReturnHeader/ReturnTs02024-09-19T13:24:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$997,919
Liabilities
$489,859
Net assets
$508,060
Revenue
$725,920
Expenses
$712,050
Net income
$13,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.17$0.87$1.15$0.80$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.49$0.51$0.73$0.71$0.01
2023Summary only. Only limited summary data is available for this year.$1.00$0.49$0.51$0.73$0.71$0.01
2022Summary only. Only limited summary data is available for this year.$1.02$0.35$0.67$0.71$0.61$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.30$0.57$0.71$0.71$0.01
2020Summary only. Only limited summary data is available for this year.$0.68$0.12$0.57$0.67$0.61$0.06
2019Summary only. Only limited summary data is available for this year.$0.73$0.23$0.51$0.70$1.08$0.38
2018Summary only. Only limited summary data is available for this year.$1.22$0.34$0.89$0.69$0.90$0.21
2017Summary only. Only limited summary data is available for this year.$1.40$0.31$1.10$0.69$0.57$0.11
2016Summary only. Only limited summary data is available for this year.$1.29$0.30$0.99$0.67$0.75$0.08
2015Summary only. Only limited summary data is available for this year.$1.40$0.33$1.07$0.67$0.53$0.13
2014Summary only. Only limited summary data is available for this year.$1.32$0.38$0.93$0.67$0.51$0.16
2013Summary only. Only limited summary data is available for this year.$1.16$0.38$0.77$0.65$0.50$0.15
2012Summary only. Only limited summary data is available for this year.$0.96$0.33$0.63$0.65$0.56$0.09
2011Summary only. Only limited summary data is available for this year.$0.80$0.29$0.51$0.62$0.48$0.14
2010Summary only. Only limited summary data is available for this year.$0.65$0.28$0.36$0.62$0.48$0.14