Nonprofit · EIN 74-1964843
WESTWOOD SHORES PROPERTY OWNERS ASSOC
Tax-exempt · TRINITY, TX 75862
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,386,255 | $3,846,060 | $540,195 | $6,279,489 | $3,280,459 | $2,999,030 |
| December 31, 2023 | 990 | $4,509,932 | $3,372,615 | $1,137,317 | $5,965,230 | $3,517,429 | $2,447,801 |
| December 31, 2022 | 990 | $4,019,628 | $4,091,351 | -$71,723 | $4,710,994 | $3,684,264 | $1,026,730 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,293,316
- Investment income
- $11,121
- Other revenue
- $81,818
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $1,153,587
- Salaries, compensation and benefits (total)
- $1,489,371
- Professional fundraising fees
- $0
- Legal fees
- $152,689
- Accounting fees
- $13,223
- Program services (functional)
- $3,076,848
- Management and general (functional)
- $769,212
Balance sheet and other
- Total assets, start of year
- $5,965,230
- Total assets, end of year
- $6,279,489
- Total liabilities, end of year
- $3,280,459
- Net assets, end of year
- $2,999,030
- Land, buildings and equipment
- $3,973,033
- Gross unrelated business income
- $785,176
- Gross receipts
- $4,386,255
- Employees
- 0
- Year formed
- 1978
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cheryl Savage | Trustee Trustee or director | 0 | $0 |
| John R Renfro | Trustee Trustee or director | 0 | $0 |
| Deta Rogillio | Vice President Trustee or director, Officer | 0 | $0 |
| Charlotte Jo Matthew | President Trustee or director, Officer | 0 | $0 |
| Ronald Auvenshine | Secretary Trustee or director, Officer | 0 | $0 |
| Rick Waltersheid | Trustee Trustee or director | 0 | $0 |
| Susan Keel | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cheryl Savage | Trustee Trustee or director | 0 | $0 |
| Rick Renfro | Trustee Trustee or director | 0 | $0 |
| Deta Rogillio | Vice President Trustee or director, Officer | 0 | $0 |
| Jo Matthew | President Trustee or director, Officer | 0 | $0 |
| Ron Auvenshine | Secretary Trustee or director, Officer | 0 | $0 |
| Rick Waltersheid | Trustee Trustee or director | 0 | $0 |
| Susan Keel | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carlyn Bluis | President Trustee or director | 0 | $0 |
| David Grounds | Vice President Trustee or director | 0 | $0 |
| Rick Renfro | Trustee Trustee or director | 0 | $0 |
| Dottie Bateman | Secretary Trustee or director | 0 | $0 |
| Deta Rogillio | Trustee Trustee or director | 0 | $0 |
| Jo Matthew | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 205 WESTWOOD DR E, TRINITY, TX 75862-8908
- In care of
- % ASSOCIATION MANAGEMENT INC
- Principal officer (990 for 2024)
- Charlotte Jo Matthew, 205 Westwood Drive East, Trinity, TX 75862
- Signed the 990
- Charlotte Jo Matthew, President
- Phone
- (936) 594-3805
- Website
- westwoodshorespoa.com
- Return prepared by
- Canady & Canady LLC
Mission
To maintain road, water drainage system, parks, and recreational areas marina, country store, and lakes. Provide street lights, trash service, and law enforcement. Benefits the entire community.
Program accomplishments
- Maintain common propertyExpenses $3,076,848
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1964843
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L50)
- Assets (IRS master file)
- $6,279,489
- Income (IRS master file)
- $4,386,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,386,255 | $3,846,060 | $6,279,489 | XML |
| 990 | December 2023 | $4,509,932 | $3,372,615 | $5,965,230 | XML |
| 990 | December 2022 | $4,019,628 | $4,091,351 | $4,710,994 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1964843).
Questions about WESTWOOD SHORES PROPERTY OWNERS ASSOC
- What is the EIN of WESTWOOD SHORES PROPERTY OWNERS ASSOC?
- The employer identification number (EIN) of WESTWOOD SHORES PROPERTY OWNERS ASSOC is 74-1964843.
- Is WESTWOOD SHORES PROPERTY OWNERS ASSOC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2007.
- Are donations to WESTWOOD SHORES PROPERTY OWNERS ASSOC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTWOOD SHORES PROPERTY OWNERS ASSOC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTWOOD SHORES PROPERTY OWNERS ASSOC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTWOOD SHORES PROPERTY OWNERS ASSOC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESTWOOD SHORES PROPERTY OWNERS ASSOC?
- The 990 for the year ended December 31, 2024 names Charlotte Jo Matthew.
- Who are the officers and directors of WESTWOOD SHORES PROPERTY OWNERS ASSOC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does WESTWOOD SHORES PROPERTY OWNERS ASSOC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,386,255, expenses of $3,846,060 and total assets of $6,279,489 at year end.
Other nonprofits in TRINITY
- TRANSFORMING TUMBLEWEEDS INC EIN 85-1110719 · last filed 990-N for 2023
- TRINITY PINES CONFERENCE CENTER EIN 74-2108174 · last filed 990 for 2024
- TRINITY RURAL WATER SUPPLY CORPORATION EIN 74-1687903 · last filed 990 for 2024
- TRINITY ECONOMIC & INDUSTRIAL EIN 75-2770925 · last filed 990 for 2025
- TRINITY COMMUNITY FAIR ASSOCIATION EIN 74-6044449 · last filed 990 for 2024
- SAM R AND MALCOM MONROE BARNES FOUNDATION EIN 75-2570146 · last filed 990-PF for 2024
- CHITA CEMETERY ASSOCIATION EIN 76-0105953 · last filed 990-EZ for 2024
- VETERANS OF FOREIGN WARS OF THE UNITED STATES DEPT OF TEXAS EIN 75-2301398 · last filed 990 for 2023