Oakwood Shores Property Owners Assn

Nonprofit profile at a glance

EIN
271480096
IRS 990 coverage
2017–2025
Forms available
Form 990 2025, Form 990-EZ 2021
Location
Katy, TX, USA
Rating
51
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$224,781
Expenses
$161,842
Assets
$583,447
Liabilities
$137,665

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JASON BREAUX (PRESIDENT)
  • DAVID GREGORY (VICE PRESIDENT)

People named in this filing

  • DUWAYNE DUNN (TREASURER)
  • JASON BREAUX (PRESIDENT)
  • DAVID GREGORY (VICE PRESIDENT)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The exempt purpose is to provide citylike governental services to the community at large

What it reported doing in 2025

To provide citylike governmental services to the community at large such as landscaping, security, utilities, pest control.

Operating model

Revenue model
Membership-supported. 80% of the money available for current operations came from membership dues.
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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. Some filing-based governance responses are negative or unanswered and a relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 90
  • Accountability: 6
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41%; rating input score 41
  • Program expense ratio: 56.5%; rating input score 56
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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: Limited
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 28%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 3.61; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 5.2% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: -2% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 41% of revenue deployed · 56.5% of spending went to programs
  • Governance: 1 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $91K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 15 of 15 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • 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.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Moderate — Financial Efficiency: Mission deployment rate scored 41/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.