Civic Intelligence

Montgomery Trace Property Owners

EIN 76-0679666 • 501(c)4 • Tomball, TX

Profile

To provide for maintenance and preservation of the properties subject to the declaration of covenants, conditions and restrictions applicable to the association.

PO Box 160Tomball, TX 77377

www.montgomerytracepoa.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.10x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.55x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-3.2%

Higher net margin than 26% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

41st percentile

1.7%

Faster asset growth than 41% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

0.2%

Faster revenue growth than 31% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,009,915

Up $33,627 (+1.7%) from 2023

Liabilities

Up

$200,599

Up $56,229 (+39%) from 2023

Net Assets

Down

$1,809,316

Down $22,602 (-1.2%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin26th percentile

Revenue

Up

$363,122

Up $778 (+0.2%) from 2023

Expenses

Down

$374,814

Down $91,259 (-20%) from 2023

Net Income

Up

-$11,692

Up $92,037 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,111,872Liabilities 2010: $119,755Net Assets 2010: $1,992,1172010Assets 2011: $2,160,103Liabilities 2011: $114,940Net Assets 2011: $2,045,1632011Assets 2012: $2,167,918Liabilities 2012: $116,914Net Assets 2012: $2,051,0042012Assets 2013: $2,218,827Liabilities 2013: $123,670Net Assets 2013: $2,095,1572013Assets 2014: $2,148,044Liabilities 2014: $151,933Net Assets 2014: $1,996,1112014Assets 2015: $2,086,659Liabilities 2015: $120,734Net Assets 2015: $1,965,9252015Assets 2016: $2,079,611Liabilities 2016: $151,462Net Assets 2016: $1,928,1492016Assets 2017: $2,006,633Liabilities 2017: $122,181Net Assets 2017: $1,884,4522017Assets 2018: $1,868,641Liabilities 2018: $126,457Net Assets 2018: $1,742,1842018Assets 2019: $1,955,716Liabilities 2019: $152,289Net Assets 2019: $1,803,4272019Assets 2020: $2,008,416Liabilities 2020: $127,527Net Assets 2020: $1,880,8892020Assets 2021: $2,038,926Liabilities 2021: $155,125Net Assets 2021: $1,883,8012021Assets 2022: $2,105,253Liabilities 2022: $169,957Net Assets 2022: $1,935,2962022Assets 2023: $1,976,288Liabilities 2023: $144,370Net Assets 2023: $1,831,9182023Assets 2024: $2,009,915Liabilities 2024: $200,599Net Assets 2024: $1,809,3162024

Highlighted filing

2024

Assets$2,009,915
Liabilities$200,599
Net Assets$1,809,316
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $285,2072010Expenses 2011: $238,8152011Expenses 2012: $369,4922012Revenue 2013: $303,743Expenses 2013: $259,590Net Income 2013: $44,1532013Revenue 2014: $269,449Expenses 2014: $368,495Net Income 2014: -$99,0462014Revenue 2015: $266,266Expenses 2015: $296,452Net Income 2015: -$30,1862015Revenue 2016: $263,158Expenses 2016: $300,934Net Income 2016: -$37,7762016Revenue 2017: $300,760Expenses 2017: $344,457Net Income 2017: -$43,6972017Revenue 2018: $293,356Expenses 2018: $435,624Net Income 2018: -$142,2682018Revenue 2019: $300,553Expenses 2019: $239,310Net Income 2019: $61,2432019Revenue 2020: $300,081Expenses 2020: $222,619Net Income 2020: $77,4622020Revenue 2021: $285,550Expenses 2021: $282,638Net Income 2021: $2,9122021Revenue 2022: $340,905Expenses 2022: $289,534Net Income 2022: $51,3712022Revenue 2023: $362,344Expenses 2023: $466,073Net Income 2023: -$103,7292023Revenue 2024: $363,122Expenses 2024: $374,814Net Income 2024: -$11,6922024

Highlighted filing

2024

Revenue$363,122
Expenses$374,814
Net Income-$11,692
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,009,915
Liabilities
$200,599
Net assets
$1,809,316
Revenue
$363,122
Expenses
$374,814
Net income
-$11,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.20$1.81$0.36$0.37$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.14$1.83$0.36$0.47$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.17$1.94$0.34$0.29$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.16$1.88$0.29$0.28$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.13$1.88$0.30$0.22$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.15$1.80$0.30$0.24$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.13$1.74$0.29$0.44$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.12$1.88$0.30$0.34$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.15$1.93$0.26$0.30$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.12$1.97$0.27$0.30$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.15$2.00$0.27$0.37$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.12$2.10$0.30$0.26$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.12$2.05$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.11$2.05$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.12$1.99$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.2
Gross Receipts
$363,122
Mission and Program Overview

Mission

To provide for maintenance and preservation of the properties subject to the declaration of covenants, conditions and restrictions applicable to the association.

This homeowners associations mission is to provide for the operation, preservation, and maintenance of the subdivision for the enjoyment of the community and public at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,831,918$1,809,316▼ $22,602
Savings and Temporary Cash Investments$1,336,744$1,383,897▲ $47,153
Cash and Non-Interest-Bearing Accounts$245,889$254,246▲ $8,357
Accounts Receivable$21,983--
Total Assets$1,976,288$2,009,915▲ $33,627
Other Assets Total$371,672$371,772▲ $100
Liabilities
Deferred Revenue$96,026$161,559▲ $65,533
Accounts Payable and Accrued Expenses$48,344$39,040▼ $9,304
Total Liabilities$144,370$200,599▲ $56,229
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,831,918$1,809,316▼ $22,602
Total Liabilities and Net Assets / Fund Balance$1,976,288$2,009,915▲ $33,627

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$371,772--
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Clarice WomackPresident
Leonard BrunassoVice President
Christoper InsellMember at Large
Kerry ArmstrongMember at Large
Paul KleinenMember at Large
Rahul MehraMember at Large
Stacey BurlinMember at Large
Warren BarnhartMember at Large
Art Shaddix JrSecretary
Lanny SemmlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$315,887
Investment Income
$47,235
Other Revenue
$0
Change in Net Assets
$-11,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,814
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
Fees for Services Management$18,585$7,965$0$26,550
Office Expenses$0$24,153$0$24,153
Occupancy$22,184$0$0$22,184
Insurance$15,557$0$0$15,557
Other Expenses$9,510$0$0$9,510
Fees for Services Accounting$0$9,045$0$9,045
Fees for Services Legal$0$6,196$0$6,196
Total Functional Expenses$327,455$47,359$0$374,814
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
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
Filing and Contact Details

Filer

Filer Name
Montgomery Trace Property Owners
EIN
76-0679666
Phone
2812553055
Address
PO BOX 160, TOMBALL, TX 77377

Signing Officer

Name
Clarice Womack
Title
President
Phone
2812553055
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clarice Womack
Formed
1999
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
K S Nagesh CPA Pc
Address
757 N ELDRIDGE PARKWAY SUITE 610, Houston, TX 77079
Preparer
K S Nagesh
Phone
2815849922
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The association hired a management company to perform day to day operations under the supervision of the board of directors.”

Pt VI, Line 6

“Membership is automatic upon purchase of a lot.”

Pt VI, Line 7A

“The association is a non-profit membership organization that is governed by and uncompensated volunteer board of directors that are voted into office by the members.”

Pt VI, Line 7B

“Certain major decisions must be approved by a mojority vote of the members.”

Pt VI, Line 11B

“Form 990 is submitted to the board of directors for review prior to filing.”

Pt VI, Line 19

“Governing documents are available through the management company upon request.”

Raw XML Appendix349 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/BOYAmt048344
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039040
IRS990/AccountsReceivableGrp/BOYAmt021983
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS HOMEOWNERS ASSOCIATIONS MISSION IS TO PROVIDE FOR THE OPERATION, PRESERVATION, AND MAINTENANCE OF THE SUBDIVISION FOR THE ENJOYMENT OF THE COMMUNITY AND PUBLIC AT LARGE.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CKM PROPERTY MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum02812553055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01431 GRAHAM DR STE 252
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOMBALL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077375
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0245889
IRS990/CashNonInterestBearingGrp/EOYAmt0254246
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/CYInvestmentIncomeAmt047235
IRS990/CYOtherExpensesAmt0374814
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0315887
IRS990/CYRevenuesLessExpensesAmt0-11692
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0374814
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0363122
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt096026
IRS990/DeferredRevenueGrp/EOYAmt0161559
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0OBJECTIVE 1 - THE GENERAL OPERATIONS OF THE ASSOCIATION AND THE MAINTENANCE OF ALL COMMON AREAS, RECREATIONAL FACILITIES, AND ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY AT LARGE.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt081486
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09045
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt09045
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06196
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt06196
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt07965
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt018585
IRS990/FeesForServicesManagementGrp/TotalAmt026550
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0CLARICE WOMACK
IRS990/Form990PartVIISectionAGrp/PersonNm1LEONARD BRUNASSO
IRS990/Form990PartVIISectionAGrp/PersonNm2ART SHADDIX JR
IRS990/Form990PartVIISectionAGrp/PersonNm3LANNY SEMMLER
IRS990/Form990PartVIISectionAGrp/PersonNm4KERRY ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm5STACEY BURLIN
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL KLEINEN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPER INSELL
IRS990/Form990PartVIISectionAGrp/PersonNm8RAHUL MEHRA
IRS990/Form990PartVIISectionAGrp/PersonNm9WARREN BARNHART
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0363122
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt015557
IRS990/InsuranceGrp/TotalAmt015557
IRS990/InvestmentIncomeGrp/ExclusionAmt047235
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047235
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS HOMEOWNERS ASSOCIATIONS MISSION IS TO PROVIDE FOR THE OPERATION, PRESERVATION, AND MAINTENANCE OF THE SUBDIVISION FOR THE ENJOYMENT OF THE COMMUNITY AND PUBLIC AT LARGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01831918
IRS990/NetAssetsOrFundBalancesEOYAmt01809316
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt022184
IRS990/OccupancyGrp/TotalAmt022184
IRS990/OfficeExpensesGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt024153
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0371672
IRS990/OtherAssetsTotalGrp/EOYAmt0371772
IRS990/OtherExpensesGrp/Desc0LANDSCAPING & IRRIGATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DAM ENGINEERING EXPENSES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0203660
IRS990/OtherExpensesGrp/ProgramServicesAmt142533
IRS990/OtherExpensesGrp/ProgramServicesAmt215426
IRS990/OtherExpensesGrp/ProgramServicesAmt39510
IRS990/OtherExpensesGrp/TotalAmt0203660
IRS990/OtherExpensesGrp/TotalAmt142533
IRS990/OtherExpensesGrp/TotalAmt215426
IRS990/OtherExpensesGrp/TotalAmt39510
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CLARICE WOMACK
IRS990/PriorPeriodAdjustmentsAmt0-10910
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0315887
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0OBJECTIVE 2 - TO MAINTAIN ALL LANDSCAPING INCUDING, TREES, SHRUBS, FLOWERS, LAKES, AND IRRIGATION FOR ALL COMMON AREAS IN THE SUBDIVISION FOR THE ENJOYMENT OF THE COMMUNITY AT LARGE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0245969
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031047
IRS990/PYOtherExpensesAmt0466073
IRS990/PYProgramServiceRevenueAmt0331297
IRS990/PYRevenuesLessExpensesAmt0-103729
IRS990/PYTotalExpensesAmt0466073
IRS990/PYTotalRevenueAmt0362344
IRS990/ReconcilationRevenueExpnssAmt0-11692
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01831918
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01809316
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01336744
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01383897
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0371772
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WATER RIGHTS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0371772
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HIRED A MANAGEMENT COMPANY TO PERFORM DAY TO DAY OPERATIONS UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP IS AUTOMATIC UPON PURCHASE OF A LOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION IS A NON-PROFIT MEMBERSHIP ORGANIZATION THAT IS GOVERNED BY AND UNCOMPENSATED VOLUNTEER BOARD OF DIRECTORS THAT ARE VOTED INTO OFFICE BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN MAJOR DECISIONS MUST BE APPROVED BY A MOJORITY VOTE OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE MANAGEMENT COMPANY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01976288
IRS990/TotalAssetsEOYAmt02009915
IRS990/TotalAssetsGrp/BOYAmt01976288
IRS990/TotalAssetsGrp/EOYAmt02009915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047359
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327455
IRS990/TotalFunctionalExpensesGrp/TotalAmt0374814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0144370
IRS990/TotalLiabilitiesEOYAmt0200599
IRS990/TotalLiabilitiesGrp/BOYAmt0144370
IRS990/TotalLiabilitiesGrp/EOYAmt0200599
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01831918
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01809316
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0327455
IRS990/TotalProgramServiceRevenueAmt0315887
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0315887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0363122
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01976288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02009915
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 160
IRS990/USAddress/CityNm0TOMBALL
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077377
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARICE WOMACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02812553055
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY TRACE PROPERTY OWNERS
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0760679666
ReturnHeader/Filer/PhoneNum02812553055
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 160
ReturnHeader/Filer/USAddress/CityNm0TOMBALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760654475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0K S NAGESH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 N ELDRIDGE PARKWAY SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077079
ReturnHeader/PreparerPersonGrp/PhoneNum02815849922
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K S Nagesh
ReturnHeader/ReturnTs02025-09-08T13:40:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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