Civic Intelligence

White Oak Estates Property Owners Association Inc

EIN 76-0566474 • 501(c)4 • Conroe, TX

Profile

The organization was formed to provide for the maintenance and preservation of the common property of the residential subdivision known as White Oak Estates.

3500 W Davis Ste 190Conroe, TX 77304
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.42x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

2.5%

Faster revenue growth than 43% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$648,744

Down $84,270 (-11%) from 2023

Liabilities

Down

$102,131

Down $70,278 (-41%) from 2023

Net Assets

Down

$546,613

Down $13,992 (-2.5%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin16th percentile

Revenue

Up

$245,658

Up $5,885 (+2.5%) from 2023

Expenses

Up

$287,568

Up $75,800 (+36%) from 2023

Net Income

Down

-$41,910

Down $69,915 (-250%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2011: $472,985Liabilities 2011: $80,036Net Assets 2011: $392,9492011Assets 2013: $416,251Liabilities 2013: $61,567Net Assets 2013: $354,6842013Assets 2014: $476,131Liabilities 2014: $59,616Net Assets 2014: $416,5152014Assets 2015: $564,875Liabilities 2015: $97,051Net Assets 2015: $467,8242015Assets 2016: $620,852Liabilities 2016: $112,165Net Assets 2016: $508,6872016Assets 2017: $631,755Liabilities 2017: $91,830Net Assets 2017: $539,9252017Assets 2018: $503,448Liabilities 2018: $0Net Assets 2018: $503,4482018Assets 2019: $536,065Liabilities 2019: $127,379Net Assets 2019: $408,6862019Assets 2020: $565,500Liabilities 2020: $103,332Net Assets 2020: $462,1682020Assets 2021: $604,096Liabilities 2021: $113,861Net Assets 2021: $490,2352021Assets 2022: $729,790Liabilities 2022: $191,446Net Assets 2022: $538,3442022Assets 2023: $733,014Liabilities 2023: $172,409Net Assets 2023: $560,6052023Assets 2024: $648,744Liabilities 2024: $102,131Net Assets 2024: $546,6132024

Highlighted filing

2024

Assets$648,744
Liabilities$102,131
Net Assets$546,613
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$400K$200K$0-$200KRevenue 2011: $237,203Expenses 2011: $132,926Net Income 2011: $104,2772011Revenue 2013: $203,668Expenses 2013: $216,775Net Income 2013: -$13,1072013Revenue 2014: $230,576Expenses 2014: $167,703Net Income 2014: $62,8732014Revenue 2015: $229,746Expenses 2015: $178,437Net Income 2015: $51,3092015Revenue 2016: $209,024Expenses 2016: $168,161Net Income 2016: $40,8632016Revenue 2017: $220,450Expenses 2017: $189,212Net Income 2017: $31,2382017Revenue 2018: $217,508Expenses 2018: $365,819Net Income 2018: -$148,3112018Revenue 2019: $215,389Expenses 2019: $201,816Net Income 2019: $13,5732019Revenue 2020: $220,041Expenses 2020: $177,074Net Income 2020: $42,9672020Revenue 2021: $216,228Expenses 2021: $181,963Net Income 2021: $34,2652021Revenue 2022: $228,699Expenses 2022: $180,592Net Income 2022: $48,1072022Revenue 2023: $239,773Expenses 2023: $211,768Net Income 2023: $28,0052023Revenue 2024: $245,658Expenses 2024: $287,568Net Income 2024: -$41,9102024

Highlighted filing

2024

Revenue$245,658
Expenses$287,568
Net Income-$41,910
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$648,744
Liabilities
$102,131
Net assets
$546,613
Revenue
$245,658
Expenses
$287,568
Net income
-$41,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.49$1.02$5.47$2.46$2.88$0.42
2023Detailed filing. Detailed filing data is available for this year.$7.33$1.72$5.61$2.40$2.12$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.30$1.91$5.38$2.29$1.81$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.04$1.14$4.90$2.16$1.82$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.66$1.03$4.62$2.20$1.77$0.43
2019Summary only. Only limited summary data is available for this year.$5.36$1.27$4.09$2.15$2.02$0.14
2018Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$2.18$3.66$1.48
2017Summary only. Only limited summary data is available for this year.$6.32$0.92$5.40$2.20$1.89$0.31
2016Summary only. Only limited summary data is available for this year.$6.21$1.12$5.09$2.09$1.68$0.41
2015Summary only. Only limited summary data is available for this year.$5.65$0.97$4.68$2.30$1.78$0.51
2014Summary only. Only limited summary data is available for this year.$4.76$0.60$4.17$2.31$1.68$0.63
2013Summary only. Only limited summary data is available for this year.$4.16$0.62$3.55$2.04$2.17$0.13
2011Summary only. Only limited summary data is available for this year.$4.73$0.80$3.93$2.37$1.33$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 9, 2025
Return Version
2024v5.2
Gross Receipts
$245,658
Mission and Program Overview

Mission

The organization was formed to provide for the maintenance and preservation of the common property of the residential subdivision known as White Oak Estates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$560,605$546,613▼ $13,992
Savings and Temporary Cash Investments$443,067$359,056▼ $84,011
Cash and Non-Interest-Bearing Accounts$199,690$265,548▲ $65,858
Accounts Receivable$14,995$16,325▲ $1,330
Prepaid Expenses and Deferred Charges$7,045$7,815▲ $770
Total Assets$733,014$648,744▼ $84,270
Other Assets Total$68,217--
Liabilities
Other Liabilities$101,325--
Deferred Revenue$60,966$80,408▲ $19,442
Accounts Payable and Accrued Expenses$10,118$21,723▲ $11,605
Total Liabilities$172,409$102,131▼ $70,278
Net Assets / Fund Balance
Total Net Assets Fund Balance$560,605$546,613▼ $13,992
Total Liabilities and Net Assets / Fund Balance$733,014$648,744▼ $84,270
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Alexis VanDeVenSedaPresident
Lisa AgensDirector
Wade ThibaultDirector
Regina KasowskiSecretary
Dianne KetchamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$212,820
Investment Income
$17,825
Other Revenue
$15,013
Change in Net Assets
$-41,910

Audited Revenue Reconciliation

Revenue per Audited Statements
$245,658
Total Revenue per Audited Statements
$245,658
Total Revenue per Form 990
$245,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,568
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$26,979--$26,979
Other Expenses$24,500--$24,500
Fees for Services Management-$14,150-$14,150
Insurance$12,628--$12,628
Office Expenses-$9,157-$9,157
Fees for Services Legal$1,033$3,966-$4,999
Fees for Services Accounting-$3,425-$3,425
Total Functional Expenses$256,870$30,698$0$287,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$287,568
Total Expenses per Audited Statements$287,568
Total Expenses per Form 990$287,568
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
Audit committee
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Association contracts a management entityto provide daily oversight to the community services at the direction of the board of directors.”

Members or stockholder classes and rights Part VI line 6

“All property homeowners are members of the Organization.”

Member election for additional members Part VI line 7A

“All members are eligible to vote for the board of directors.”

Governing body decisions Part VI line 7B

“By law revisions must be approved by the membership.”

Governing body meeting documentation Part VI line 8A

“Minutes are taken and maintained for board of director meetings.”

Form 990 governing body review Part VI line 11

“The tax return is provided to the board for review and approval prior to submission.”

Governing documents etc available to public Part VI line 19

“Governing documents are provided to each property owner at the time of purchase and are available from the managing agent upon request.”

Filing and Contact Details

Filer

Filer Name
White Oak Estates Property Owners Association Inc
EIN
76-0566474
In Care Of
% Dianne Ketcham
Phone
9367560032
Address
3500 W Davis Ste 190, Conroe, TX 77304
Doing Business As
co IMC Property Management

Signing Officer

Name
Dianne Ketcham
Title
Treasurer
Phone
7136470007
Signed
2025-11-09
Discuss with paid preparer
No

Organization Details

Formed
1997
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cox CPA Services Inc
Address
974 Cambell Rd Ste 106, Houston, TX 77023
Preparer
Teresa Cox CPA
Phone
7136470007
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Credit losses $13,139 Community events 8,247 Property tax 418 Utilities 5,175 ----------- Total $26,979”

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The tax return is provided to the board for review and approval prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing documents are provided to each property owner at the time of purchase and are available from the managing agent upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit losses $13,139 Community events 8,247 Property tax 418 Utilities 5,175 ----------- Total $26,979
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0733014
IRS990/TotalAssetsEOYAmt0648744
IRS990/TotalAssetsGrp/BOYAmt0733014
IRS990/TotalAssetsGrp/EOYAmt0648744
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256870
IRS990/TotalFunctionalExpensesGrp/TotalAmt0287568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172409
IRS990/TotalLiabilitiesEOYAmt0102131
IRS990/TotalLiabilitiesGrp/BOYAmt0172409
IRS990/TotalLiabilitiesGrp/EOYAmt0102131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0560605
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0546613
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0256870
IRS990/TotalProgramServiceRevenueAmt0212820
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0245658
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245658
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0733014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0648744
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE KETCHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07136470007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White Oak Estates Property Owners Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0760566474
ReturnHeader/Filer/InCareOfNm0% Dianne Ketcham
ReturnHeader/Filer/PhoneNum09367560032
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 W Davis Ste 190
ReturnHeader/Filer/USAddress/CityNm0Conroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox CPA Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0974 Cambell Rd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077023
ReturnHeader/PreparerPersonGrp/PhoneNum07136470007
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA COX CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T14:53:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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