Civic Intelligence

Montgomery Trace Property Owners Association Inc

990 • Fiscal year 2014 • EIN 76-0679666

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 02, 2015

Organization ProfileWWW.montgomerytracepoa.com
6630 Cypresswood DrSpring, TX 77379

(281) 537-0957

Siviq Scores

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

Liabilities / Assets

46th percentile

0.07x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.56x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Net Margin

6th percentile

-37%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Asset Growth

25th percentile

-3.2%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$2,148,044

Down $70,783 (-3.2%) from 2013

Net Assets

Down

$1,996,111

Down $99,046 (-4.7%) from 2013

Liabilities

Up

$151,933

Up $28,263 (+23%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin6th percentile

Revenue

Down

$269,449

Down $34,294 (-11%) from 2013

Expenses

Up

$368,495

Up $108,905 (+42%) from 2013

Net Income

Down

-$99,046

Down $143,199 (-324%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2014

Assets$2,148,044
Liabilities$151,933
Net Assets$1,996,111
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$269,449
Expenses$368,495
Net Income-$99,046
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2015
Return Version
2014v5.0
Gross Receipts
$269,449
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.

Maintenance and preservation of the common areas; promote social welfare of thecommunity which benefits the world at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,095,157$1,996,111▼ $99,046
Savings and Temporary Cash Investments$1,255,778$1,205,660▼ $50,118
Cash and Non-Interest-Bearing Accounts$938,016$917,271▼ $20,745
Accounts Receivable$13,000$13,026▲ $26
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,218,827$2,148,044▼ $70,783
Other Assets Total$12,033$12,087▲ $54
Liabilities
Other Liabilities$123,670$122,033▼ $1,637
Accounts Payable and Accrued Expenses-$29,900-
Total Liabilities$123,670$151,933▲ $28,263
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,095,157$1,996,111▼ $99,046
Total Liabilities and Net Assets / Fund Balance$2,218,827$2,148,044▼ $70,783
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Jack PophamPresident
David BondVice President
Clarice WomackDirector
John ShaddixDirector
Keith FunderburkDirector
Leonard BrunassoDirector
Robert MuellerDirector
Warren BarnhartDirector
Dana ShockeySecretary
Larry MickelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$246,884
Investment Income
$12,268
Other Revenue
$10,297
Change in Net Assets
$-99,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,152
Revenue Not Reported on Financial Statements
$10,297
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$10,297
Total Revenue per Audited Statements
$259,152
Total Revenue per Form 990
$269,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,495
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-$36,930-$36,930
Other Expenses$27,347--$27,347
All Other Expenses$26,298--$26,298
Fees for Services Legal-$8,832-$8,832
Insurance$8,486--$8,486
Fees for Services Accounting-$3,140-$3,140
Total Functional Expenses$319,593$48,902$0$368,495

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$368,495
Total Expenses per Audited Statements$368,495
Total Expenses per Form 990$368,495
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Assessments$76,033
Construction Deposits$46,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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

Form 990, Part VI, Section A, line 3

“The association is governed by an uncompensated volunteer board of directors that are voted into office by the membership.”

Form 990, Part VI, Section A, line 6

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

Form 990, Part VI, Section A, line 7A

“The board of directors are voted into office by the membership.”

Form 990, Part VI, Section B, line 11

“Reviewed at monthly board of directors meeting.”

Form 990, Part VI, Section C, line 19

“The association's governing documents are available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery Trace Property Owners Association Inc
EIN
76-0679666
Phone
2815370957
Address
6630 CYPRESSWOOD DR, SPRING, TX 77379

Signing Officer

Name
Larry Mickelson
Title
Treasurer
Phone
2816107124
Signed
2015-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Mickelson
Formed
1999
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Canady & Canady P C
Address
4707 INGERSOLL ST, HOUSTON, TX 77027
Preparer
D Jeff Canady CPA
Phone
7137831021
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“PRIOR PERIOD ADJUSTMENT”

Raw XML Appendix361 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONSTRUCTION DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt010297
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010297
IRS990ScheduleD/RevenueSubtotalAmt0259152
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRIOR PERIOD ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0368495
IRS990ScheduleD/TotalLiabilityAmt0122033
IRS990ScheduleD/TotalRevenuePerForm990Amt0269449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0259152
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0368495
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS GOVERNED BY AN UNCOMPENSATED VOLUNTEER BOARD OF DIRECTORS THAT ARE VOTED INTO OFFICE BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS A NON-PROFIT MEMBERSHIP ORGANIZATION THAT IS GOVERNED BY AN UNCOMPENSATED VOLUNTEER BOARD OF DIRECTORS THAT ARE VOTED INTO OFFICE BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE VOTED INTO OFFICE BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED AT MONTHLY BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02218827
IRS990/TotalAssetsEOYAmt02148044
IRS990/TotalAssetsGrp/BOYAmt02218827
IRS990/TotalAssetsGrp/EOYAmt02148044
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048902
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319593
IRS990/TotalFunctionalExpensesGrp/TotalAmt0368495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123670
IRS990/TotalLiabilitiesEOYAmt0151933
IRS990/TotalLiabilitiesGrp/BOYAmt0123670
IRS990/TotalLiabilitiesGrp/EOYAmt0151933
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02095157
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01996111
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0319593
IRS990/TotalProgramServiceRevenueAmt0246884
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0269449
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269449
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02218827
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02148044
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06476 ROLLING OAK
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077316
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.montgomerytracepoa.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY MICKELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02816107124
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY TRACE PROPERTY OWNERS ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0760679666
ReturnHeader/Filer/PhoneNum02815370957
ReturnHeader/Filer/USAddress/AddressLine1Txt06630 CYPRESSWOOD DR
ReturnHeader/Filer/USAddress/CityNm0SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077379
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760648208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANADY & CANADY P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04707 INGERSOLL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07137831021
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D JEFF CANADY CPA
ReturnHeader/ReturnTs02015-05-22T16:44:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,148,044
Liabilities
$151,933
Net assets
$1,996,111
Revenue
$269,449
Expenses
$368,495
Net income
-$99,046
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
2014Detailed filing. Detailed filing data is available for this year.$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