2025-09-22T15:25:27-05:00 2024-09-30 860907754 BUTLER HANSEN PLC 1734 EAST BOSTON STREET STE 101 GILBERT AZ 85295 990 2023-10-01 752945247 HERITAGE HOMEOWNERS ASSOCIATION INC HERI 8177411912 9536 COURTRIGHT DRIVE FORT WORTH TX 76244 BRIAN BLACK PRESIDENT 8177411912 2025-09-22 1 0 PAUL E HANSEN CPA P00471597 4804971250 2023 2025-03-06 01:10:19Z BRIAN BLACK 9536 COURTRIGHT DRIVE FORT WORTH TX 76244 2065829 0 X X 2000 TX HERITAGE HOMEOWNERS ASSOCIATION IS RESPONSIBLE FOR THE ADMINISTRATION AND PRESERVATION OF THE COMMUNITY; INCLUDING COMMUNITY ELECTIONS, COMMUNITY STANDARDS AND ADMINISTRATION, FINANCIAL OPERATIONS, LANDSCAPE AND MAINTENANCE OF COMMON AREAS, LIAISON TO REAL ESTATE AGENTS, AND NON-CUSTOM HOME MODIFICATIONS. 5 5 0 20 0 0 0 0 1843430 1895864 108748 169965 0 0 1952178 2065829 0 0 0 0 0 0 0 0 0 1643484 1897108 1643484 1897108 308694 168721 3704794 3924331 463080 513896 3241714 3410435 X HERITAGE HOMEOWNERS ASSOCIATION IS RESPONSIBLE FOR THE PROFESSIONAL MANAGEMENT AND PROTECTION OF THE COMMUNITY'S FISCAL AND ENVIRONMENTAL ASSETS. HERITAGE HOMEOWNERS ASSOCIATION DELIVERS HIGH QUALITY AND CONSISTENT OPERATIONS AND LANDSCAPE MAINTENANCE OF THE COMMON AREAS WITH AN EMPHASIS ON OPEN COMMUNICATION WITH THE COMMUNITY. THE RESULT IS SUSTAINED PROPERTY VALUES AND EXCEPTIONAL QUALITY OF LIFE. 0 0 797414 117332 PROVIDE RECREATIONAL ACTIVITIES FOR THE MEMBERS OF THE COMMUNITY. 938823 1778532 PROTECT AND MAINTAIN THE AESTHETICS OF THE COMMUNITY BY CONDUCTING THE MAINTENANCE AND IMPROVEMENTS OF RECREATIONAL FACILITIES AND RIGHT OF WAY ALONG DEDICATED CITY STREETS AND BY PROVIDING GENERAL COMMUNITY SERVICES. 1736237 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 0 0 0 1 1 0 X FIRST SERVICE 8177411912 9536 COURTRIGHT DR FORT WORTH TX 76244 KEITH SIMPSON DIRECTOR 5.00 X 0 0 0 BRIAN BLACK PRESIDENT 5.00 X 0 0 0 JENNIFER SAMUELS VICE PRESIDENT 5.00 X 0 0 0 MARJORIE WOFFORD SECRETARY 5.00 X 0 0 0 0 0 0 0 0 0 0 0 ASSESSMENT INCOME 531390 1740837 1740837 MISCELLANEOUS INCOME 531390 113125 113125 RENTAL INCOME 531390 41902 41902 1895864 169965 169965 2065829 1895864 0 169965 64944 64944 20028 20028 8920 8920 23988 23988 148512 148512 1834 1834 85530 85530 RECREATION 797414 797414 ONSITE EMPLOYEES 284742 284742 RESERVE EXPENSES 239624 239624 MAINTENANCE 107167 107167 114405 47426 66979 1897108 1736237 160871 0 620209 879392 2050000 1970000 68755 68645 28102 0 0 1834 0 930000 930000 33996 48192 3704794 3924331 47421 69927 415659 443969 463080 513896 X 3241714 3410435 3241714 3410435 3704794 3924331 168721 0 X 0 1 X 0 0 0 INVESTMENTS 930000 C 930000 OTHER LIABILITIES 501 PREPAID ASSESSMENTS 434048 DUE TO MANAGEMENT COMPANY 9420 443969 X 2065829 0 2065829 0 2065829 1897108 0 1897108 0 1897108 PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION SECTION 740. IN ACCORDANCE WITH THESE PROFESSIONAL STANDARDS, THE ASSOCIATION RECOGNIZES TAX POSITIONS ONLY TO THE EXTENT THAT MANAGEMENT BELIEVES IT IS "MORE LIKELY THAN NOT" THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON IRS EXAMINATION. MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITION FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024. THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATION'S FINANCIAL CONDITION, NET INCOME OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX PROVISIONS AT SEPTEMBER 30, 2024. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE NO AUDITS CURRENTLY IN PROGRESS FOR ANY TAX PERIODS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2022. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIAITION HAS OBTAINED THE SERVICES OF A RESIDENTIAL PROPERTY MANAGEMENT COMPANY TO MANAGE THE AFFAIRS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 EACH UNIT OWNER WITHIN THE HOMEOWNERS ASSOCIATION IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A HOMEOWNERS ELECT OFFICERS AND BOARD MEMBERS FOR THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW AND SIGNATURE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONDUCTS A PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR AND SETS THE SALARY BASED ON INFORMATION GATHERED BY STAFF AND THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE INFORMATION CONTAINED IN LINE 19 AVAILABLE TO THE PUBLIC AT THE OFFICES OF ITS MANAGING AGENT UPON REQUEST. IT IS MADE AVAILABLE TO MEMBERS UPON REQUEST.