Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Heritage Wood Subdivision Homeowners Association Inc
EIN 82-3345513 • 501(c)4 • Ft Oglethorpe, GA
Profile
Collecting and managing HOA assessment dues for 85 homeowners; maintaining HOA properties: lawn maintenance, insurance, common areas
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Up$141,995
Up $29,782 (+27%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$141,995
Up $29,782 (+27%) from 2024
Revenue
Up$61,173
Up $14,684 (+32%) from 2024
Expenses
Down$31,391
Down $387 (-1.2%) from 2024
Net Income
Up$29,782
Up $15,071 (+102%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $141,995
- Liabilities
- $0
- Net assets
- $141,995
- Revenue
- $61,173
- Expenses
- $31,391
- Net income
- $29,782
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Mar 3, 2026
- Return Version
- 2025v4.0
- Gross Receipts
- $63,067
Mission and Program Overview
Mission
Collecting and managing HOA assessment dues for 85 homeowners; maintaining HOA properties: lawn maintenance, insurance, common areas
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Manage assessment payments for 85 homeowners | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Randy Lynn | President | - | $0 | - | - |
| Paula Keys | Vice President | - | $0 | - | - |
| Janette White | Treasurer | - | $0 | - | - |
| Jm Pifer | Member At Large | - | $0 | - | - |
| Barbara Schrimsher | Member At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Heritage Wood Subdivision Homeowners Association Inc
- EIN
- 82-3345513
- Phone
- 4239023308
- Address
- PO Box 2274, Ft Oglethorpe, GA 30742
Signing Officer
- Name
- Janette White
- Title
- Treasurer
- Phone
- 4239023308
- Signed
- 2026-03-03
Supplemental Narrative
Additional Explanations
Form 990-EZ, Header, Line B
“The amount used for sale of assets on the original return was the net amount. This return will make adjustments for the gross proceeds and the expense associated with the sale. There are also several small adjustments to the classification of income and expenses.”
Form 990-EZ, Part I, Line 8
“Late Fees”
Form 990-EZ, Part I, Line 16
“Description;Amount^Insurance;2495|Landscapig;126|Lawn Service;18550|Legal Fees;4745|Meeting Expenses;782|Phone Messaging Service;378|Software and Computer Expenses;633|State Registration Fee;35|Supplies;215|Office Supplies;1026^Total;28985^”
Raw XML Appendix133 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Janette White |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4239023308 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 2274 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Ft Oglethorpe |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30742 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 112213 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 141995 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 1894 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 29782 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1523 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 112213 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 141995 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 9323 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63067 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6367 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 45463 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 112213 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 141995 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 112213 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 141995 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 233 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Randy Lynn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Paula Keys |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Janette White |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jm Pifer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Barbara Schrimsher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Member at Large |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Member at Large |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28985 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 20 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Collecting and managing HOA assessment dues for 85 homeowners; maintaining HOA properties: lawn maintenance, insurance, common areas |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 650 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Manage assessment payments for 85 homeowners |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 11217 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 31391 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 61173 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The amount used for sale of assets on the original return was the net amount. This return will make adjustments for the gross proceeds and the expense associated with the sale. There are also several small adjustments to the classification of income and expenses. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Late Fees |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description;Amount^Insurance;2495|Landscapig;126|Lawn Service;18550|Legal Fees;4745|Meeting Expenses;782|Phone Messaging Service;378|Software and Computer Expenses;633|State Registration Fee;35|Supplies;215|Office Supplies;1026^Total;28985^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Header, Line B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Janette White |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4239023308 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-03-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HERITAGE WOOD SUBDIVISION HOMEOWNERS ASSOCIATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 823345513 |
| ReturnHeader/Filer/PhoneNum | 0 | 4239023308 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 2274 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Ft Oglethorpe |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30742 |
| ReturnHeader/ReturnTs | 0 | 2026-03-12T15:50:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.