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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 93-0588465

BLUE HERON HOMEOWNERS ASSOCIATION

Tax-exempt · LAKE OSWEGO, OR 97034

Financials

$65K$88K2024
Revenue Expenses · by fiscal year end
Financials of BLUE HERON HOMEOWNERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-EZ$64,980$88,323-$23,343$51,449$300$51,149
Financial details: 990-EZ for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Membership dues
$64,980
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$128
Occupancy
$88,195

Balance sheet and other

Total assets, start of year
$74,492
Total assets, end of year
$51,449
Total liabilities, end of year
$300
Net assets, end of year
$51,149
Cash, savings and investments
$33,449
Land and buildings
$18,000
Gross receipts
$64,980

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-EZ for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Mark McGiffinPresident3$0
John ThompsonVice President and Architectural Review Committee2$0
Jeff MetkeVice President and Architectural Review Committee1$0
Shelley MarkstallerTreasurer3$0
Lily EricksonSocial Chair1$0

Address and contacts

Address (IRS master file)
17791 BLUE HERON DR, LAKE OSWEGO, OR 97034-6609
In care of
% SHELLEY MARKSTALLER
Mailing address (990-N for 2023)
17791 Blue Heron Drive, Lake Oswego OR 97034
Principal officer (990-N for 2023)
Shelley Markstaller, 17930 Blue Heron Drive, Lake Oswego OR 97034
Signed the 990-EZ
Shelley Markstaller, Treasurer
Phone
(503) 880-9585
Website
mybhha.com

Mission

Swimming pool was kept open late May to late September, was kept clean and properly maintained for HOA members. Also a footbridge to connect HOA households from both sides of the canal to have access to the swimming pool was open year round and maintained.

990-EZ for the year ended October 31, 2025

Program accomplishments

  • Swimming pool was kept open late May to late September, was kept clean and properly maintained.
  • Footbridge that connects the HOA households from both sides of the canal was open year round and maintained.

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-EZ on file
2023October 31, 2024March 17, 2025990-N on file
2022October 31, 2023March 15, 2024990-N on file

File the 2025 990-EZ for BLUE HERON HOMEOWNERS ASSOCIATION

Due March 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
93-0588465
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
1968
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$51,449
Income (IRS master file)
$64,980

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZOctober 2025$64,980$88,323$51,449XML
990-N for 2023
Officer: Shelley Markstaller
October 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Shelley Markstaller
October 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2021
Officer: Shelley Markstaller
October 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: MARKSTALLER SHELLEY
October 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Shelley Markstaller
October 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Shelley Markstaller
October 31, 2019≤ $50,000 receipts––e-Postcard

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 93-0588465).

Questions about BLUE HERON HOMEOWNERS ASSOCIATION

What is the EIN of BLUE HERON HOMEOWNERS ASSOCIATION?
The employer identification number (EIN) of BLUE HERON HOMEOWNERS ASSOCIATION is 93-0588465.
Is BLUE HERON HOMEOWNERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1968.
Are donations to BLUE HERON HOMEOWNERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BLUE HERON HOMEOWNERS 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 BLUE HERON HOMEOWNERS ASSOCIATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLUE HERON HOMEOWNERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended October 2025.
Who is the principal officer of BLUE HERON HOMEOWNERS ASSOCIATION?
The 990-N for 2023 names Shelley Markstaller.
Who are the officers and directors of BLUE HERON HOMEOWNERS ASSOCIATION?
The 990-EZ for the year ended October 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BLUE HERON HOMEOWNERS ASSOCIATION have?
On its 990-EZ for the year ended October 31, 2025 it reported revenue of $64,980, expenses of $88,323 and total assets of $51,449 at year end.

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