Birnam Wood Iii Community Association Inc
Nonprofit profile at a glance
- EIN
- 760010988
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Spring, TX, USA
- Phone
- 2813508556
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Homeowners & Tenants Associations
Reported finances
- Revenue
- $597,311
- Expenses
- $713,030
- Assets
- $589,986
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- PERRY TROSCLAIR (VICE PRESIDENT)
- LES NOVAK (PRESIDENT)
People named in this filing
- PERRY TROSCLAIR (VICE PRESIDENT)
- VALARIE SANKEY (DIRECTOR)
- KATHLEEN HARRISON (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To maintain common areas, recreation area, and park maintnenance; constable law enforcement - all for the benefit of the community.
What it reported doing in 2024
Maintained common areas, recreation area, and park maintnenance; constable law enforcement - all for the benefit of the community.
Operating model
- Revenue model
- Earned-program. 83% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 36
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.1%; rating input score 85
- Program expense ratio: 71.3%; rating input score 71
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -19.4%; rating input score 10; 10th percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 3.9% per year; rating input score 100; 36th percentile among comparable filings
- Revenue growth: 0.3% per year; rating input score 100; 16th percentile among comparable filings
- Asset growth: -2.9% per year; rating input score 0; 10th percentile among comparable filings
Details
- Where the money goes: 85.1% of revenue deployed · 71.3% of spending went to programs
- Governance: 5 of 5 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $508K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 16 of 16 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Sustainability: Operating margin scored 10/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.