Civic Intelligence

Heritage Square Property Owners Association

EIN 84-2930536 • 501(c)4 • Medina, TN

Profile

Home owners association management

PO Box 365Medina, TN 38355
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

419%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,450

Up $3,593 (+419%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$4,450

Up $3,593 (+419%) from 2020

Operations
Liabilities / Revenue60th percentileNet Margin89th percentile

Revenue

Up

$4,000

Up $900 (+29%) from 2020

Expenses

Down

$2,407

Down $141 (-5.5%) from 2020

Net Income

Up

$1,593

Up $1,041 (+189%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0K$4.0K$2.0K$0Assets 2020: $857Liabilities 2020: $0Net Assets 2020: $8572020Assets 2021: $4,450Liabilities 2021: $0Net Assets 2021: $4,4502021

Highlighted filing

2021

Assets$4,450
Liabilities$0
Net Assets$4,450
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2020: $3,100Expenses 2020: $2,548Net Income 2020: $5522020Revenue 2021: $4,000Expenses 2021: $2,407Net Income 2021: $1,5932021

Highlighted filing

2021

Revenue$4,000
Expenses$2,407
Net Income$1,593
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,450
Liabilities
$0
Net assets
$4,450
Revenue
$4,000
Expenses
$2,407
Net income
$1,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,450$0$4,450$4,000$2,407$1,593
2020Detailed filing. Detailed filing data is available for this year.$857$0$857$3,100$2,548$552
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Gross Receipts
$3,100
Mission and Program Overview

Mission

Home Owners Ass

Home owners association management

Program Services

DescriptionGrantsExpenses
To manage common area responsibilities for 34 members of our homeowners association.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johnny ClarkPresident-$0--
Zachary JettTreasurer-$0--
Kristine HillDirector At Large-$0--
Beau FreemanDirector At Large-$0--
John KoharskiDirector At Large-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Square Property Owners Association
EIN
84-2930536
Phone
6154263244
Address
PO Box 365, Medina, TN 38355

Signing Officer

Name
Zachary Jett
Title
Treasurer
Phone
6154263144
Signed
2021-06-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Insurance”

Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Zachary Jett
IRS990EZ/BooksInCareOfDetail/PhoneNum06154263144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 365
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Medina
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038355
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0857
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0857
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03100
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0857
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0857
IRS990EZ/OccupancyRentUtltsAndMaintAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Johnny Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Zachary Jett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristine Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beau Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Koharski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director at large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director at large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director at large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01778
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Home owners association management
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To manage common area responsibilities for 34 members of our homeowners association.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02548
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03100
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Difficulty obtaining documentation from prior board
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Zachary Jett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06154263144
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Square Property Owners Association
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0842930536
ReturnHeader/Filer/PhoneNum06154263244
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 365
ReturnHeader/Filer/USAddress/CityNm0Medina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038355
ReturnHeader/ReturnTs02021-06-08T12:10:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits