Savannah North Community Foundation Co Firstservice Residential

Nonprofit profile at a glance

EIN
471522756
IRS 990 coverage
2021–2025
Forms available
Form 990 2025, Form 990-EZ 2019, Form 990-N 2015
Location
The Woodlands, TX, USA
Phone
7133324628
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Homeowners & Tenants Associations

Reported finances

Revenue
$45,275
Expenses
$22,781
Assets
$896,411
Liabilities
$0

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

Leadership & pay

3 people listed

Executive titles in this filing

  • KATE DAVIS (President)
  • KIM STEWART (Vice President)

People named in this filing

  • KATE DAVIS (President)
  • KIM STEWART (Vice President)
  • OTAVIA RHONE (SEC/TREAS)

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

Civic & social welfare organizations - promoting the common good and general welfare of the public and members of the community through the maintenance and management of the association and the property, and providing services to the community.

What it reported doing in 2025

Other services - promoting the common good and general welfare of the public and members of the community through the maintenance and management of association property and providing services to the community.

Operating model

Revenue model
Investment-supported. 77% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 86% 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. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 83
  • Accountability: 0
  • Sustainability: 82
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25.3%; rating input score 25
  • Program expense ratio: 78.2%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 22nd 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: 0%; rating input score 0; 10th percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • 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: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 49.7%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 39.35; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: -20.5% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -2.2% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: 13.4% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 25.3% of revenue deployed · 78.2% of spending went to programs
  • Governance: 0 of 3 board members independent · 0 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $18K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.