Lost Plantation Hoa: FY2020 Nonprofit Profile & Form 990 (EIN 58-2464864)

Revenue by fiscal year
FY2020	$255K
FY2021	$255K
FY2022	$257K
FY2023	$253K
FY2024	$275K

Expenses by fiscal year
FY2020	$304K
FY2021	$247K
FY2022	$191K
FY2023	$252K
FY2024	$267K

Net assets by fiscal year
FY2020	$378K
FY2021	$386K
FY2022	$451K
FY2023	$453K
FY2024	$461K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

74 cents of each dollar spent went to programs.

74%

26%

Program services 74% · $225K Management & general 26% · $79K

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

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation

Steven P Merriman

President

$0Pt VII · Sec A

Debbie McDaniel

Vice Preside

$0Pt VII · Sec A

Damon Rahn

Secretary

$0Pt VII · Sec A

Elise Morelli

Treasurer

$0Pt VII · Sec A

Wayne Forristal

Arc Chairman

$0Pt VII · Sec A

Buddy Odom

Board Member

$0Pt VII · Sec A

Tim Mathews

Board Member

$0Pt VII · Sec A

See Lost Plantation Hoa executive salaries →

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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 beautifies community grounds, entrances, and city land bordering streets.

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Provided by the organization

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3 programs · $225K · in their own filed words · FY2020

01

Maintenance of community grounds

$180Kprogram expense

02

Maintenance, operation, and repair of community ammenities

$44Kprogram expense

03

Communication to homeowners & residents of community new & welcome packets

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$255K

Ln 12

Gifts and grantsLn 1h$234K

Other incomeLn 4–11$20K

Investment incomeLn 3$498

Money outPt IX

$304K

Ln 25

Programscol B$225K

Managementcol C$79K

Owns and owesPt X

$378K

net assets · Ln 32

Cash and savingsLn 1–2$117K

Total assetsLn 16$419K

LiabilitiesLn 26$41K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a4

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$234K

Investment incomeLn 3$498

Other incomeLn 4–11$20K

Total revenueLn 12$255K

Assets in detailPt X, end of year

CashLn 1$117K

Cash and savings togetherLn 1–2$117K

Land, buildings, equipmentLn 10c$252K

Total assetsLn 16$419K

LiabilitiesLn 26$41K

Net assetsLn 32$378K

OperationsPt I, VI

EmployeesI 50

VolunteersI 64

Fiscal year endsHeaderDecember

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 FY20	End FY20
Cash and savingsLn 1–2	$194K	$117K
Land, buildings, equipmentLn 10c	$252K	$252K
Total assetsLn 16	$510K	$419K
LiabilitiesLn 26	$83K	$41K
Net assetsLn 32	$427K	$378K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Management feesLn 11a	$32K		$32K
Legal feesLn 11b	$19K		$19K
Accounting feesLn 11c	$8K		$8K
Office expensesLn 13	$1K		$1K
OccupancyLn 16	$6K	$6K
Conferences, conventions and meetingsLn 19	$3K		$3K
InsuranceLn 23	$6K	$6K
Other expenses (24a–d)Ln 24	$173K	$173K
All other expensesLn 24e	$56K	$40K	$16K
Total functional expensesLn 25	$304K	$225K	$79K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$275K	$267K	$9K	$461K	990 PDF
FY2023	$253K	$252K	$1K	$453K	990 PDF
FY2022	$257K	$191K	$66K	$451K	990 PDF
FY2021	$255K	$247K	$8K	$386K	990 PDF
FY2020 Viewing	$255K	$304K	−$49K	$378K	990 PDF

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Schedules filed Part IV

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

See the full FY2020 990 (6 parts)

Part I · Summary $254,549 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $437,372$234,132

I-9 Program service revenue$0

I-10 Investment incomePrior year $1,069$498

I-11 Other revenuePrior year $14,534$19,919

I-12 Total revenuePrior year $452,975$254,549

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 $389,917$303,716

I-18 Total expensesPrior year $389,917$303,716

I-19 Revenue less expensesPrior year $63,058−$49,167

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

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

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 $254,549 across 5 lines filed

VIII-1b Membership dues$234,132

VIII-1h Total contributions, gifts and grants$234,132

VIII-3 Investment incomeRelated to mission $498$498

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $19,919$19,919

VIII-12 Total revenueRelated to mission $20,417$254,549

Part IX · Statement of functional expenses $303,716 across 9 lines filed

IX-11a Management feesManagement $32,273$32,273

IX-11b Legal feesManagement $18,754$18,754

IX-11c Accounting feesManagement $8,500$8,500

IX-13 Office expensesManagement $1,032$1,032

IX-16 OccupancyPrograms $6,118$6,118

IX-19 Conferences, conventions and meetingsManagement $2,736$2,736

IX-23 InsurancePrograms $6,043$6,043

IX-24 Other expenses (24a–d)Programs $172,686$172,686

IX-24e All other expensesPrograms $39,760 · Management $15,814$55,574

IX-25 Total functional expensesPrograms $224,607 · Management $79,109 · Fundraising $0$303,716

Part X · Balance sheet $418,672 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $194,130$116,978

X-4 Accounts receivableStart of year $63,161$49,298

X-10c Land, buildings and equipment, netStart of year $252,396$252,396

X-16 Total assetsStart of year $510,142$418,672

X-17 Accounts payable and accrued expensesStart of year $6,854$4,867

X-25 Other liabilitiesStart of year $76,571$36,255

X-26 Total liabilitiesStart of year $83,425$41,122

X-27 Net assets without donor restrictionsStart of year $426,717$377,550

X-32 Total net assets or fund balancesStart of year $426,717$377,550

X-33 Total liabilities and net assetsStart of year $510,142$418,672

Part XI · Reconciliation of net assets $377,550 net assets at year end

XI-1 Total revenue$254,549

XI-2 Total expenses$303,716

XI-3 Revenue less expenses−$49,167

XI-4 Net assets at start of year$426,717

XI-10 Net assets at end of year$377,550

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Lost Plantation Hoa FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Lost Plantation Hoa

By the numbers

Filing history

Schedules filed Part IV