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Bay Forest Community Association

Not tax-deductible

Houston, TX501(c)(4)Since 1985HousingEIN 76-0170908Revenue $781K in FY2025

On file with the IRSbayforest.info15715 Lake Lodge Dr, 77062-4796 · Houston, TXTax-exempt since May 2006

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Common area maintenance. Maintenance and operation of the common areas of the organizaton. The organization servces 836 residences.

100¢ of each $1 spent went to programs.
Run by 4 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · 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
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $120K a year · 15% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
24 mo
of spending, in cash
Looks good: 24.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$158K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$781K
-32% vs prior year
Spent
$597K
To programs
100%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$781K
FY2025▼ -32%
Tap a bar for its year
Revenue by fiscal year
FY2020$674K
FY2021$712K
FY2022$708K
FY2023$726K
FY2024$1.2M
FY2025$781K
Expenses
$597K
FY2025▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$615K
FY2021$706K
FY2022$611K
FY2023$712K
FY2024$797K
FY2025$597K
Net assets
$1.1M
FY2025▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$565K
FY2021$572K
FY2022$668K
FY2023$508K
FY2024$866K
FY2025$1.1M

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 May 2006.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $597K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Marla Schmidt
Treasurer
$0Pt VII · Sec A
Dana Williams
President
$0Pt VII · Sec A
Javiar Rodriguez
Vice President
$0Pt VII · Sec A
Tom Anderson
At Large
$0Pt VII · Sec A
John Augusto
Secretary
$0Pt VII · Sec A
See Bay Forest Community Association 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 operates common areas for the benefit of a residential community.

Questions for Bay Forest Community Association

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Provided by the organization

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1 program · $597K · in their own filed words · FY2025
01

Common area maintenece, maintenance and operation of the common area for benefit and welfare of the community (836 residences)

$597Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$781K
Ln 12
Gifts and grantsLn 1h$765K
Investment incomeLn 3$15K
Money outPt IX
$597K
Ln 25
Programscol B$597K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.2M
LiabilitiesLn 26$158K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$765K
Investment incomeLn 3$15K
Total revenueLn 12$781K
Assets in detailPt X, end of year
CashLn 1$1.2M
Cash and savings togetherLn 1–2$1.2M
Total assetsLn 16$1.2M
LiabilitiesLn 26$158K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 511
VolunteersI 64
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$1.0M$1.2M
Total assetsLn 16$1.0M$1.2M
LiabilitiesLn 26$166K$158K
Net assetsLn 32$866K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$52K$52K
Management feesLn 11a$7K$7K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$12K$12K
InsuranceLn 23$35K$35K
Other expenses (24a–d)Ln 24$363K$363K
All other expensesLn 24e$123K$123K
Total functional expensesLn 25$597K$597K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $781K$597K$184K$1.1M 990 PDF
FY2024 $1.2M$797K$358K$866K 990 PDF
FY2023 $726K$712K$14K$508K 990 PDF
FY2022 $708K$611K$96K$668K 990 PDF
FY2021 $712K$706K$7K$572K 990 PDF
FY2020 $674K$615K$60K$565K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $780,782 revenue, 12 lines filed
I-8 Contributions and grants$765,409
I-9 Program service revenuePrior year $1,146,358$0
I-10 Investment incomePrior year $7,655$15,373
I-11 Other revenue$0
I-12 Total revenuePrior year $1,154,013$780,782
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $89,466$51,930
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $707,045$545,266
I-18 Total expensesPrior year $796,511$597,196
I-19 Revenue less expensesPrior year $357,502$183,586
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $780,782 across 5 lines filed
VIII-1b Membership dues$765,409
VIII-1h Total contributions, gifts and grants$765,409
VIII-3 Investment incomeUnrelated business $15,373$15,373
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $15,373 · Excluded from tax $0$780,782
Part IX · Statement of functional expenses $597,196 across 7 lines filed
IX-7 Other salaries and wagesPrograms $51,930$51,930
IX-11a Management feesPrograms $6,810$6,810
IX-11b Legal feesPrograms $5,411$5,411
IX-11c Accounting feesPrograms $11,852$11,852
IX-23 InsurancePrograms $35,010$35,010
IX-24 Other expenses (24a–d)Programs $362,981$362,981
IX-24e All other expensesPrograms $123,202$123,202
IX-25 Total functional expensesPrograms $597,196 · Management $0 · Fundraising $0$597,196
Part X · Balance sheet $1,217,647 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $1,031,879$1,217,647
X-16 Total assetsStart of year $1,031,879$1,217,647
X-19 Deferred revenueStart of year $166,316$158,072
X-26 Total liabilitiesStart of year $166,316$158,072
X-32 Total net assets or fund balancesStart of year $865,563$1,059,575
X-33 Total liabilities and net assetsStart of year $1,031,879$1,217,647
Part XI · Reconciliation of net assets $1,059,575 net assets at year end
XI-1 Total revenue$780,782
XI-2 Total expenses$597,196
XI-3 Revenue less expenses$183,586
XI-4 Net assets at start of year$865,563
XI-7 Investment expenses$10,426
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,059,575

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

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