Chestnut Oaks Association: FY2021 Nonprofit Profile & Form 990 (EIN 54-0737785)

Revenue by fiscal year
FY2021	$160K
FY2022	$173K
FY2023	$162K
FY2024	$214K
FY2025	$229K

Expenses by fiscal year
FY2021	$149K
FY2022	$142K
FY2023	$150K
FY2024	$231K
FY2025	$224K

Net assets by fiscal year
FY2021	$184K
FY2022	$215K
FY2023	$226K
FY2024	$209K
FY2025	$215K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1967.

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

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Tom Foster

President

$0Pt VII · Sec A

Chris Bonner

Secretary

$0Pt VII · Sec A

Heather Levet

Building & Grounds - Furniture Maintenance

$0Pt VII · Sec A

Sutessa Ukrop

Personnel and Swimming Lessons

$0Pt VII · Sec A

Kyle Blandford

Buildings and Grounds

$0Pt VII · Sec A

Jaime Petrasek

Website & Communications

$0Pt VII · Sec A

Marsha Altman

Swim Team

$0Pt VII · Sec A

Adrienne Feldman

Swim Team

$0Pt VII · Sec A

See Chestnut Oaks Association 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

Offers swimming and tennis programs for members.

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3 programs · $14K · in their own filed words · FY2020

01

Swim Team Activity provided to members

$10Kprogram expense

02

Concessions provided to the members

$4Kprogram expense

03

No social activities were provided to the members during this tax year due to COVID restrictions

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$160K

Ln 12

Fees for servicesLn 2g$160K

Investment incomeLn 3$22

Money outPt IX

$149K

Ln 25

Owns and owesPt X

$184K

net assets · Ln 32

Cash and savingsLn 1–2$113K

Total assetsLn 16$235K

LiabilitiesLn 26$51K

PeoplePt VI, VII

10

listed · VII A

PaidVII A0

Voting boardVI 1a10

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$160K

Investment incomeLn 3$22

Total revenueLn 12$160K

Assets in detailPt X, end of year

CashLn 1$36K

SavingsLn 2$77K

Cash and savings togetherLn 1–2$113K

Land, buildings, equipmentLn 10c$122K

Total assetsLn 16$235K

LiabilitiesLn 26$51K

Net assetsLn 32$184K

OperationsPt I, VI

EmployeesI 533

VolunteersI 644

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$37K	$113K
InvestmentsLn 11–13	$0	$0
Land, buildings, equipmentLn 10c	$122K	$122K
Total assetsLn 16	$159K	$235K
LiabilitiesLn 26	−$13K	$51K
Net assetsLn 32	$172K	$184K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$0
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$0
Pay of current officers, directors and key staffLn 5	$0
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$78K
Pension plan contributionsLn 8	$0
Other employee benefitsLn 9	$0
Payroll taxesLn 10	$7K
Management feesLn 11a	$0
Legal feesLn 11b	$1K
Accounting feesLn 11c	$0
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$0
Other fees for servicesLn 11g	$0
Advertising and promotionLn 12	$0
Office expensesLn 13	$2K
Information technologyLn 14	$0
RoyaltiesLn 15	$0
OccupancyLn 16	$0
TravelLn 17	$0
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$0
InterestLn 20	$807
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$0
InsuranceLn 23	$10K
Other expenses (24a–d)Ln 24	$39K
All other expensesLn 24e	$11K
Total functional expensesLn 25	$149K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Feb 16, 2026	$229K	$224K	$5K	$215K	990 PDF
FY2024Filed with the IRS Feb 16, 2025	$214K	$231K	−$17K	$209K	990 PDF
FY2023Filed with the IRS Feb 11, 2024	$162K	$150K	$11K	$226K	990 PDF
FY2022Filed with the IRS Feb 6, 2023	$173K	$142K	$31K	$215K	990 PDF
FY2021 ViewingFiled with the IRS Aug 13, 2022	$160K	$149K	$12K	$184K	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $160,445 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $86,117$160,423

I-10 Investment incomePrior year $28$22

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $86,145$160,445

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $62,724$84,464

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $55,208$64,320

I-18 Total expensesPrior year $117,932$148,784

I-19 Revenue less expensesPrior year −$31,787$11,661

Part VI · Governance 0 of 10 board members independent, 4 to look at

VI-1a Voting members of the governing body10

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $160,445 across 5 lines filed

VIII-1h Total contributions, gifts and grants$0

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $160,423 · Unrelated business $0 · Excluded from tax $0$160,423

VIII-3 Investment incomeRelated to mission $22 · Unrelated business $0 · Excluded from tax $0$22

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $160,445 · Unrelated business $0 · Excluded from tax $0$160,445

Part IX · Statement of functional expenses $148,784 across 31 lines filed

IX-1 Grants to domestic organizations$0

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for members$0

IX-5 Pay of current officers, directors and key staff$0

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wages$77,899

IX-8 Pension plan contributions$0

IX-9 Other employee benefits$0

IX-10 Payroll taxes$6,565

IX-11a Management fees$0

IX-11b Legal fees$1,284

IX-11c Accounting fees$0

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management fees$0

IX-11g Other fees for services$0

IX-12 Advertising and promotion$0

IX-13 Office expenses$2,472

IX-14 Information technology$0

IX-15 Royalties$0

IX-16 Occupancy$0

IX-17 Travel$0

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$0

IX-20 Interest$807

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortization$0

IX-23 Insurance$9,514

IX-24 Other expenses (24a–d)$39,405

IX-24e All other expenses$10,838

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$148,784

Part X · Balance sheet $234,718 assets, 30 lines filed

X-1 Cash, non-interest-bearingStart of year $20,021$36,007

X-2 Savings and temporary cash investmentsStart of year $16,631$76,653

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-5 Loans to officers and key peopleStart of year $0$0

X-6 Loans to other insidersStart of year $0$0

X-7 Notes and loans receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-10c Land, buildings and equipment, netStart of year $122,059$122,058

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $158,711$234,718

X-17 Accounts payable and accrued expensesStart of year −$14,779−$30,333

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-21 Escrow or custodial accountsStart of year $0$0

X-22 Loans from officers and insidersStart of year $0$0

X-23 Secured mortgages and notes payableStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $1,285$81,185

X-26 Total liabilitiesStart of year −$13,494$50,852

X-29 Capital stock or trust principalStart of year $109,847$109,847

X-30 Paid-in or capital surplusStart of year $0$0

X-31 Retained earnings or endowmentStart of year $62,358$74,019

X-32 Total net assets or fund balancesStart of year $172,205$183,866

X-33 Total liabilities and net assetsStart of year $158,711$234,718

Part XI · Reconciliation of net assets $183,866 net assets at year end

XI-1 Total revenue$160,445

XI-2 Total expenses$148,784

XI-3 Revenue less expenses$11,661

XI-4 Net assets at start of year$172,205

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$183,866

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Chestnut Oaks Association FY2021 filing

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Chestnut Oaks Association

By the numbers

Filing history

Schedules filed Part IV