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Oakcrest Community Association INC

Not tax-deductible

Houston, TX501(c)(4)Since 2006Housing EIN 20-5671500Revenue $1.2M in FY2025Latest return filed May 12, 2026

On file with the IRSinframark.comHouston, TXTax-exempt since Jan 2008

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Association organized to provide maintenance, preservation and administration of the properties for the benefit and welfare of the community.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5671500) · Dispute this line
501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
93¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $226K a year · 20% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
93% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
28.2 mo
of spending, in cash
28.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$386K
15% of total assets
Liabilities are 15% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$1.2M
-1% vs prior year
Spent
$1.1M
To programs
93%
Net assets
$2.2M
By yearFY2020–FY2025
Revenue
$1.2M
FY2025▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.2M
Expenses
$1.1M
FY2025▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$796K
FY2021$769K
FY2022$996K
FY2023$967K
FY2024$894K
FY2025$1.1M
Net assets
$2.2M
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.5M
FY2022$1.6M
FY2023$1.8M
FY2024$2.1M
FY2025$2.2M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $983K Management & general 7% · $74K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
Shari McCaig
President
$0Pt VII · Sec A
Fife Ellis
Treasurer
$0Pt VII · Sec A
Josh Metcalf
Secretary
$0Pt VII · Sec A
Samir Patel
Director
$0Pt VII · Sec A
Mark Conlon
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
See Oakcrest Community Association INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Maintains and preserves properties for public enjoyment and historical significance.

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3 programs · $809K · in their own filed words · FY2025
01

Association provides all landscape maintenance and improvements to the common areas for the benefit and welfare of the community.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5671500) · Dispute this line
$317Kprogram expense
02

Association provides all general maintenance, lake maintenance, pool maintenance and all improvements to the common areas for the benefit of the owners and visitors to the community.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5671500) · Dispute this line
$262Kprogram expense
03

Association provides all utilities including irrigation in all common and recreation areas for the benefit and welfare of the owners and visitors to the community.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-5671500) · Dispute this line
$229Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Fees for servicesLn 2g$1.0M
Other incomeLn 4–11$96K
Investment incomeLn 3$50K
Money outPt IX
$1.1M
Ln 25
Programscol B$983K
Managementcol C$74K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$2.6M
LiabilitiesLn 26$386K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$50K
Other incomeLn 4–11$96K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$128K
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$2.5M
Accounts receivableLn 4$110K
Prepaid expenses and deferred chargesLn 9$36K
Total assetsLn 16$2.6M
LiabilitiesLn 26$386K
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.4M$2.5M
Total assetsLn 16$2.5M$2.6M
LiabilitiesLn 26$394K$386K
Net assetsLn 32$2.1M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$55K$55K
Legal feesLn 11b$59K$55K$4K
Accounting feesLn 11c$750$750
Office expensesLn 13$14K$14K
Information technologyLn 14$1K$1K
InsuranceLn 23$41K$41K
Other expenses (24a–d)Ln 24$872K$872K
All other expensesLn 24e$13K$13K
Total functional expensesLn 25$1.1M$983K$74K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 12, 2026 $1.2M$1.1M$124K$2.2M 990 PDF
FY2024Filed with the IRS Apr 16, 2025 $1.2M$894K$301K$2.1M 990 PDF
FY2023Filed with the IRS May 10, 2024 $1.1M$967K$165K$1.8M 990 PDF
FY2022Filed with the IRS May 10, 2023 $1.1M$996K$81K$1.6M 990 PDF
FY2021Filed with the IRS Nov 9, 2022 $1.1M$769K$347K$1.5M 990 PDF
FY2020Filed with the IRS Aug 3, 2021 $1.1M$796K$337K$1.1M 990 PDF

Schedules filed Part IV

D · Assets and endowments O · Explanations
See the full FY2025 990
Part I · Summary $1,180,485 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,034,998$1,034,900
I-10 Investment incomePrior year $71,034$49,816
I-11 Other revenuePrior year $88,946$95,769
I-12 Total revenuePrior year $1,194,978$1,180,485
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $893,683$1,056,588
I-18 Total expensesPrior year $893,683$1,056,588
I-19 Revenue less expensesPrior year $301,295$123,897
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,180,485 across 6 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,034,900$1,034,900
VIII-3 Investment incomeRelated to mission $49,816$49,816
VIII-6 Net rental income or lossRelated to mission $3,325$3,325
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $92,444$92,444
VIII-12 Total revenueRelated to mission $1,180,485 · Unrelated business $0 · Excluded from tax $0$1,180,485
Part IX · Statement of functional expenses $1,056,588 across 8 lines filed
IX-11a Management feesManagement $54,755$54,755
IX-11b Legal feesPrograms $55,202 · Management $4,047$59,249
IX-11c Accounting feesManagement $750$750
IX-13 Office expensesManagement $14,240$14,240
IX-14 Information technologyPrograms $1,397$1,397
IX-23 InsurancePrograms $41,179$41,179
IX-24 Other expenses (24a–d)Programs $872,307$872,307
IX-24e All other expensesPrograms $12,711$12,711
IX-25 Total functional expensesPrograms $982,796 · Management $73,792 · Fundraising $0$1,056,588
Part X · Balance sheet $2,627,864 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $19,124$127,791
X-2 Savings and temporary cash investmentsStart of year $2,334,083$2,354,438
X-4 Accounts receivableStart of year $101,055$110,116
X-9 Prepaid expenses and deferred chargesStart of year $33,672$35,519
X-16 Total assetsStart of year $2,487,934$2,627,864
X-17 Accounts payable and accrued expensesStart of year $38,594$14,586
X-19 Deferred revenueStart of year $334,987$346,153
X-25 Other liabilitiesStart of year $20,600$25,000
X-26 Total liabilitiesStart of year $394,181$385,739
X-31 Retained earnings or endowmentStart of year $2,093,753$2,242,125
X-32 Total net assets or fund balancesStart of year $2,093,753$2,242,125
X-33 Total liabilities and net assetsStart of year $2,487,934$2,627,864
Part XI · Reconciliation of net assets $2,242,125 net assets at year end
XI-1 Total revenue$1,180,485
XI-2 Total expenses$1,056,588
XI-3 Revenue less expenses$123,897
XI-4 Net assets at start of year$2,093,753
XI-8 Prior period adjustments$4,202
XI-9 Other changes in net assets$20,273
XI-10 Net assets at end of year$2,242,125

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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