Civic Intelligence

Blue Heron Homeowners Association

EIN 93-0588465 • 501(c)7 • Lake Oswego, OR

Profile

Swimming pool was kept open late May to late September, was kept clean and properly maintained for HOA members. Also a footbridge to connect HOA households from both sides of the canal to have access to the swimming pool was open year round and maintained.

17791 Blue Heron DriveLake Oswego, OR 97034

mybhha.com

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$51,449

Up $16,237 (+46%) from 2011

Liabilities

Up

$300

Up $300 from 2011

Net Assets

$51,149

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Up

$64,980

Up $26,782 (+70%) from 2011

Expenses

Up

$88,323

Up $59,054 (+202%) from 2011

Net Income

Down

-$23,343

Down $32,272 (-361%) from 2011

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $35,212Liabilities 2011: $02011Assets 2025: $51,449Liabilities 2025: $300Net Assets 2025: $51,1492025

Highlighted filing

2025

Assets$51,449
Liabilities$300
Net Assets$51,149
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $38,198Expenses 2011: $29,269Net Income 2011: $8,9292011Revenue 2025: $64,980Expenses 2025: $88,323Net Income 2025: -$23,3432025

Highlighted filing

2025

Revenue$64,980
Expenses$88,323
Net Income-$23,343
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,449
Liabilities
$300
Net assets
$51,149
Revenue
$64,980
Expenses
$88,323
Net income
-$23,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.4$0.30$51.1$65.0$88.3$23.3
2011Summary only. Only limited summary data is available for this year.$35.2$0.00$38.2$29.3$8.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 30, 2026
Return Version
2024v5.0
Gross Receipts
$64,980
Mission and Program Overview

Mission

Swimming pool was kept open late May to late September, was kept clean and properly maintained for HOA members. Also a footbridge to connect HOA households from both sides of the canal to have access to the swimming pool was open year round and maintained.

Program Services

DescriptionGrantsExpenses
Swimming pool was kept open late May to late September, was kept clean and properly maintained.$0$0
Footbridge that connects the HOA households from both sides of the canal was open year round and maintained.$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark McGiffinPresident-$0--
John ThompsonVice President And Architectural Review Committee-$0--
Jeff MetkeVice President And Architectural Review Committee-$0--
Shelley MarkstallerTreasurer-$0--
Lily EricksonSocial Chair-$0--
Filing and Contact Details

Filer

Filer Name
Blue Heron Homeowners Association
EIN
93-0588465
Phone
5038809585
Address
17791 Blue Heron Drive, Lake Oswego, OR 97034

Signing Officer

Name
Shelley Markstaller
Title
Treasurer
Phone
5038809585
Signed
2026-01-30
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 26

“Prepaid Dues”

Raw XML Appendix132 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/PersonNm0Shelley Markstaller
IRS990EZ/BooksInCareOfDetail/PhoneNum05038809585
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017930 Blue Heron Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Oswego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033449
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-23343
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0128
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074492
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051449
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064980
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt018000
IRS990EZ/LandAndBuildingsGrp/EOYAmt018000
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt064980
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074492
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074492
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051149
IRS990EZ/OccupancyRentUtltsAndMaintAmt088195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
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/PersonNm0Mark McGiffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeff Metke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shelley Markstaller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lily Erickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President and Architectural Review Committee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President and Architectural Review Committee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Social Chair
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Swimming pool was kept open late May to late September, was kept clean and properly maintained for HOA members. Also a footbridge to connect HOA households from both sides of the canal to have access to the swimming pool was open year round and maintained.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Swimming pool was kept open late May to late September, was kept clean and properly maintained.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Footbridge that connects the HOA households from both sides of the canal was open year round and maintained.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0300
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt088323
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt064980
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0mybhha.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prepaid Dues
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelley Markstaller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05038809585
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE HERON HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0930588465
ReturnHeader/Filer/PhoneNum05038809585
ReturnHeader/Filer/USAddress/AddressLine1Txt017791 Blue Heron Drive
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-01-30T16:25:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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