HERON POINT RESIDENT ASSOCIATION INC: Form 990EZ, tax year 2021
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- Organization
- HERON POINT RESIDENT ASSOCIATION INC (EIN 30-0894499)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-14
- IRS object ID
- 202231349349201908
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T17:00:55-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843678536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMD Accounting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Truslow Road | AddressLine1Txt |
| City | Chestertown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300894499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERON POINT RESIDENT ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 E CAMPUS AVENUE | AddressLine1Txt |
| City | CHESTERTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA CLARKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4107787300 | PhoneNum |
| Signature | 2022-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | CLARKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Larissa Davidson CPA | PreparerPersonNm |
| PTIN | P01945569 | PTIN |
| Phone | 4434805758 | PhoneNum |
| Preparation | 2022-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $154,952 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $126,587 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $434 | ProgramServiceRevenueAmt |
| Investment Income | $6 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $27,925 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,822 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $17,103 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $144,130 | TotalRevenueAmt |
| Other Expenses Total | $141,696 | OtherExpensesTotalAmt |
| Total Expenses | $141,696 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,434 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $50,955 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,658 | BOYAmt |
| EOY | $48,860 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,297 | BOYAmt |
| EOY | $4,529 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,955 | BOYAmt |
| EOY | $53,389 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,955 | BOYAmt |
| EOY | $53,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATIONAL AND CHARITABLE ACTIVITIES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| SUPPORT FOR SOME 190 EMPLOYEES OF HERON POINT CCRC, APPRECIATION, HOLIDAY GIFTS. | $126,125 |
| SUPPORT OF HERON POINT RESIDENT INTEREST GROUPS FORMED FOR PROGRAM, EDUCATIONAL, ENTERTAINMENT, AND CHARTIABLE INTERESTS. | $5,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $131,712 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LINDSAY BATCHELLER | ||||
| DISTRIBUTION SECRETARY | 5.00 | $0 | $0 | $0 |
| JOHN HAUGE | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| WALTER HUBBARD | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| MERLE PHILLIPS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| MACKEY DUTTON | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| STACEY GUTHRIE | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| LORI LAWSON | ||||
| RECORDING SECRETARY | 10.00 | $0 | $0 | $0 |
| ANNE BRICKER | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICIA CLARKE | ||||
| TREASURER | 20.00 | $0 | $0 | $0 |
| JANET OHARRAH | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| JAN SPRINKEL | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA CLARKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 E CAMPUS AVENUE | AddressLine1Txt |
| City | CHESTERTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107787300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,587 | CurrentTaxYearAmt |
| Total | $561,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,587 | CurrentTaxYearAmt |
| Total | $561,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $561,285 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6 | CurrentTaxYearAmt |
| Total | $77 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $36,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,732 | CurrentTaxYearMinus2YearsAmt |
| Total | $66,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $627,820 | TotalSupportAmt |
| Public Support CY170 | 0.89400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTEMPLOYEE APPRECIATION 126,125INTEREST GROUP EXPENSES 5,587RESIDENT COUNCIL EXPENSES 2,065SALES TAX 762MISCELLANEOUS 90BANK & CREDIT CARD FEES 1,825DONATIONS 4,684SUPPLIES 558 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY FOR SALE 6,297 4,529 |
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