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Nonprofit · EIN 76-0566474

WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION

Tax-exempt · CONROE, TX 77304

Financials

$240K$212K2023$246K$288K2024$287K$197K2025
Revenue Expenses · by fiscal year end
Financials of WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$287,365$196,800$90,565$669,175$60,245$608,930
December 31, 2024990$245,658$287,568-$41,910$648,744$102,131$546,613
December 31, 2023990$239,773$211,768$28,005$733,014$172,409$560,605
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$211,532
Investment income
$18,318
Other revenue
$57,515

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$17,059
Accounting fees
$4,210
Program services (functional)
$164,409
Management and general (functional)
$32,391

Balance sheet and other

Total assets, start of year
$648,744
Total assets, end of year
$669,175
Total liabilities, end of year
$60,245
Net assets, end of year
$608,930
Gross receipts
$287,365
Employees
0
Volunteers
5
Year formed
1997
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lisa AgensVice President
Trustee or director, Officer
2$0
Regina KasowskiSecretary
Trustee or director, Officer
2$0
Alexis VanDeVenSedaPresident
Trustee or director, Officer
2$0
Dianne KetchamTreasurer
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Lisa AgensDirector
Trustee or director
2$0
Regina KasowskiSecretary
Trustee or director, Officer
2$0
Alexis VanDeVenSedaPresident
Trustee or director, Officer
2$0
Dianne KetchamTreasurer
Trustee or director, Officer
2$0
Wade ThibaultDirector
Trustee or director
2$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Liz HunterDirector
Trustee or director
2$0
Marc DuPontTreasurer
Trustee or director, Officer
2$0
Stephen FerrarSecretary
Trustee or director, Officer
2$0
Melanie BoydPresident
Trustee or director, Officer
2$0
Justin WhedbeeVice President
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
3500 W DAVIS ST STE 190, CONROE, TX 77304-1811
In care of
% LISA AGENS
Signed the 990
LISA AGENS, Vice President
Phone
(936) 756-0032
Return prepared by
Cox CPA Services Inc

Mission

The organization was formed to provide for the maintenance and preservation of the common property of the residential subdivision known as White Oak Estates.

990 for the year ended December 31, 2025

Program accomplishments

  • Association provides recreation area and facilities maintenance, insurance, collection services, and community activities for the benefit of residents and visitors to the community.
    Expenses $66,698
  • Association provides landscaping maintenance and improvements to all common areas including recreation areas.
    Expenses $64,937
  • Association provides patrol services to the recreation and common areas for the benefit of residents and visitors to the community.
    Expenses $32,774

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
76-0566474
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$669,175
Income (IRS master file)
$287,365

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$287,365$196,800$669,175XML
990December 2024$245,658$287,568$648,744IRS
990December 2023$239,773$211,768$733,014XML
990December 2022$228,699$180,592$729,790IRS
990December 2021–––IRS
990December 2020–––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 76-0566474).

Questions about WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION

What is the EIN of WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION?
The employer identification number (EIN) of WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION is 76-0566474.
Is WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2009.
Are donations to WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION 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 WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WHITE OAK ESTATES PROPERTY OWNERS ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $287,365, expenses of $196,800 and total assets of $669,175 at year end.

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