2022-08-14T22:59:51-05:00 2021-09-30 860842863 BUTLER HANSEN PLC 1734 EAST BOSTON STREET STE 101 GILBERT AZ 85295 990 2020-10-01 752945247 HERITAGE HOMEOWNERS ASSOCIATION INC HERI 8177411912 9536 COURTRIGHT DRIVE FORT WORTH TX 76244 BRIAN BLACK PRESIDENT 8177411912 2022-08-14 1 BRIAN BLACK 999009999 4804971250 2022-08-14 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN BLACK 1703538 0 X N/A X TX HERITAGE HOMEOWNERS ASSOCIATION IS RESPONSIBLE FOR THE ADMINISTRATION AND PRESERVATION OF THE COMMUNITY; INCLUDING COMMUNITY ELECTIONS, COMMUNITY STANDARDS AND ADMINISTRATION, FINANCIAL OPERATIONS, LANDSCAPE AND MAINTENANCE OF COMMON AREAS, LIAISON TO REAL ESTATE AGENTS, AND NON-CUSTOM HOME MODIFICATIONS. 5 5 0 30 0 0 0 0 1639165 1703538 0 0 0 0 1639165 1703538 0 0 0 0 0 0 0 0 0 1526922 1534943 1526922 1534943 112243 168595 3210117 3382000 422170 425458 2787947 2956542 X HERITAGE HOMEOWNERS ASSOCIATION IS RESPONSIBLE FOR THE PROFESSIONAL MANAGEMENT AND PROTECTION OF THE COMMUNITY'S FISCAL AND ENVIRONMENTAL ASSETS. HERITAGE HOMEOWNERS ASSOCIATION DELIVERS HIGH QUALITY AND CONSISTENT OPERATIONS AND LANDSCAPE MAINTENANCE OF THE COMMON AREAS WITH AN EMPHASIS ON OPEN COMMUNICATION WITH THE COMMUNITY. THE RESULT IS SUSTAINED PROPERTY VALUES AND EXCEPTIONAL QUALITY OF LIFE. 0 0 767784 144522 PROVIDE RECREATIONAL ACTIVITIES FOR THE MEMBERS OF THE COMMUNITY. 598812 1559016 PROTECT AND MAINTAIN THE AESTHETICS OF THE COMMUNITY BY CONDUCTING THE MAINTENANCE AND IMPROVEMENTS OF RECREATIONAL FACILITIES AND RIGHT OF WAY ALONG DEDICATED CITY STREETS AND BY PROVIDING GENERAL COMMUNITY SERVICES. 1366596 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 1 1 0 X FIRST SERVICE 8177411912 9536 COURTRIGHT DR FORT WORTH TX 76244 X MINDY GANT DIRECTOR 5.00 X 0 0 0 BRIAN BLACK PRESIDENT 5.00 X 0 0 0 ALAN BLAYLOCK VICE PRESIDENT 5.00 X 0 0 0 CHUCK PICCIUTI SECRETARY 5.00 X 0 0 0 JOHN CRAWFORD TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 FIRSTSERVICE RESIDENTIAL 14951 N DALLAS PARKWAY STE 600 DALLAS TX 75254 MANAGEMENT SERVICES 406651 BEARFOOT LIFEGUARD 4251 FM 2181 STE 230-411 CORINTH TX 76210 LIFEGUARD SERVICES 314113 BLUEWATER POOLS PO BOX 704 CROWLEY TX 76036 POOL MAINTENANCE & CONSTRUCTION 270557 3 ASSESSMENT INCOME 531390 1475902 1475902 MISCELLANEOUS INCOME 531390 117767 117767 RENTAL INCOME 531390 40220 40220 FEE INCOME 531390 39229 39229 INTEREST INCOME 30420 30420 1703538 1703538 1673118 0 30420 X 63764 63764 13497 13497 14345 14345 33976 33976 22812 22812 138902 138902 8677 8677 44769 44769 POOL MAINTENANCE 582596 582596 ONSITE SERVICES 284494 284494 COMMON AREA MAINTENANCE 86345 86345 CLUBHOUSE MAINTENANCE 71692 71692 169074 149121 19953 1534943 1366596 168347 0 596301 2660821 56086 52934 91065 80748 18995 10317 2520045 630000 18690 27928 3210117 3382000 40685 29802 381485 395656 422170 425458 X 2787947 2956542 2787947 2956542 3210117 3382000 168595 0 X 0 1 X 0 0 91065 80748 10317 10317 OTHER INVESTMENTS 630000 C 630000 DEFERRED REVENUE 327900 OTHER LIABILITIES 6745 PREPAID ASSESSMENTS 61011 395656 X 1703538 0 1703538 0 1703538 1534943 0 1534943 0 1534943 PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION SECTION 740. IN ACCORDANCE WITH THESE PROFESSIONAL STANDARDS, THE ASSOCIATION RECOGNIZES TAX POSITIONS ONLY TO THE EXTENT THAT MANAGEMENT BELIEVES IT IS "MORE LIKELY THAN NOT" THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON IRS EXAMINATION. MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITION FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2021. THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATION'S FINANCIAL CONDITION, NET INCOME OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX PROVISIONS AT SEPTEMBER 30, 2021. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE NO AUDITS CURRENTLY IN PROGRESS FOR ANY TAX PERIODS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2019. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS OBTAINED THE SERVICES OF A RESIDENTIAL PROPERTY MANAGEMENT COMPANY TO MANAGE THE AFFAIRS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 EACH UNIT OWNER WITHIN THE HOMEOWNERS ASSOCIATION IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A HOMEOWNERS ELECT OFFICERS AND BOARD MEMBERS FOR THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B ANY SUBSTANTIAL CHANGES TO THE ORGANIZATIONAL DOCUMENTS ARE APPROVED BY THE GENERAL MEMBERSHIP OF THE COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW AND SIGNATURE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONDUCTS A PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR AND SETS THE SALARY BASED ON INFORMATION GATHERED BY STAFF AND THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE INFORMATION CONTAINED IN LINE 19 AVAILABLE TO THE PUBLIC AT THE OFFICES OF ITS MANAGING AGENT UPON REQUEST. IT IS MADE AVAILABLE TO MEMBERS UPON REQUEST. FORM 990, PART IX, LINE 24E MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 45,844. MANAGEMENT AND GENERAL EXPENSES 19,953. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,797. TEAM EXPENSES: PROGRAM SERVICE EXPENSES 57,528. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,528. LANDSCAPE MAINTENANCE: PROGRAM SERVICE EXPENSES 40,172. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,172. MAJOR EXPENDITURES: PROGRAM SERVICE EXPENSES 5,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,577.