Timeline
A source-linked chronology.
A single, source-linked chronology — from the Association's formation through the latest records — in date order. Each entry is labeled by the kind of record it represents and links to its underlying record. Foundational instruments whose exact filed dates are not yet established are grouped first and marked “date to be confirmed.” A repeated or quoted email chain is counted once.
- Foundational — date to be confirmedOfficial Association event/record
Lakes of Woodtrace Community Association is formed (Certificate of Formation)
What happenedThe Association exists as a Texas nonprofit corporation. Its Certificate of Formation (the corporate charter, equivalent to articles of incorporation) is preserved in the public governing-documents set. The exact filed/effective date is not yet established from the instrument itself and is on the records-sought list.
View underlying record → - Foundational — date to be confirmedOfficial Association event/record
Declaration of Covenants, Conditions & Restrictions (CC&Rs) recorded
What happenedThe Declaration and its amendments establish the community's governing covenants and the mandatory-membership assessment framework. Preserved in the public governing-documents library; the recording date and each amendment date are to be confirmed from the recorded instruments.
View underlying record → - Foundational — dates to be confirmedOfficial Association event/record
Subdivision platted and built out (22 plats, section annexations)
What happenedThe neighborhood was developed across recorded plats with successive section annexations (the reserve study references 910 units). The 22 plats and section-annexation instruments are captured in the public set; individual recording dates are to be confirmed.
View underlying record → - Foundational — date to be confirmedOfficial Association event/record
Bylaws adopted
What happenedThe Bylaws govern board composition, meetings, elections, and officer roles. Preserved in the public governing-documents set; adoption/amendment dates are to be confirmed from the instruments.
View underlying record → - July 17, 2019Official Association event/record
Harris County assumed-name certificate for a separate MDZ Construction
What happenedHarris County certificate P122958 lists ▒▒▒▒▒▒ as sole proprietor of an MDZ Construction in Pasadena. A separate county filing — different registrant, date, and location; source PDF not yet preserved.
View underlying record → - Earlier periodAssociation statement
Woodtrace website described as the “one-stop source”
What happenedAn Association update described the Woodtrace website as the official one-stop source for HOA news, communications, information, and documents.
View underlying record → - September 7, 2021Official Association event/record
Management certificate recorded
What happenedThe Association-hosted management certificate names Rachel Schmutz / Community Solutions. Current Association pages identify Crest, which shows the website copy is stale.
View underlying record → - December 2, 2021Official Association event/record
Reserve-study site inspection (Association Reserves)
What happenedAssociation Reserves conducted the on-site inspection underlying reserve study #43707-0. The resulting study, effective January 1, 2023, reported the reserve as 4.7% funded (classified “Weak”).
View underlying record → - March 16, 2022Official Association event/record
Montgomery County records ▒▒▒▒▒▒ as MDZ Construction registrant
What happenedMontgomery County assumed-name certificate DBA #202200841 registers the assumed name MDZ Construction to ▒▒▒▒▒▒ (an individual). A business registration — not a trade license. Does not list ▒▒▒▒▒▒ as a registrant.
View underlying record → - January 1, 2023Official Association event/record
Reserve study effective (4.7% funded — historical baseline)
What happenedThe 2023 reserve study takes effect: fully funded balance $757,345, recommended annual contribution $120,000, average per-unit deficit $793. This is a historical baseline; it is not the Association's current funded percentage.
View underlying record → - 2024Official Association event/record
2024 annual packet gate snapshot
What happenedGate Maintenance YTD $52,112.96 versus $2,499 budget for the displayed snapshot.
View underlying record → - January 2025Official Association event/record
January 2025 packet gate snapshot
What happenedTotal gate maintenance $187,377.89 versus $95,400 for the displayed period.
View underlying record → - April 24, 2025Official Association event/record
April 24, 2025 Annual Meeting minutes
What happenedFinancials through March 31, 2025 and the approved 2025 budget were presented; ▒▒▒▒▒▒ and ▒▒▒▒▒▒ were elected to three-year terms.
View underlying record → - May 13, 2025Official Association event/record
Organization minutes record an officer arrangement
What happenedApproved minutes record officers differing from the current Board page. Later documenting records have not been located.
View underlying record → - May 20, 2025Official Association event/record
$171.40 paid directly to director ▒▒▒▒▒▒ for “clubhouse light”
What happened$171.40 paid directly to ▒▒▒▒▒▒ for “clubhouse light.” The ledger does not identify the item, work scope, physical performer, license, contractor, exemption, prior approval, disclosure, or recusal. Potentially regulated work — exact scope and performer unknown; supporting records required. Unresolved pending source documentation.
View underlying record → - June 2025Official Association event/record
June 2025 packet gate snapshot
What happenedYTD total gate maintenance $41,754.62 versus $32,775.
View underlying record → - 2025Official Association event/record
Ledger reports a “pool maintenance/repair” payment without a work scope
What happenedThe 2025 ledger reports a payment described as pool maintenance/repair to ▒▒▒▒▒▒ without an adequate work scope in the presently available record. The pool is regulated as a Class C public pool; certain electrical work requires a licensed electrician. Scope and performer unknown.
View underlying record → - July 7, 2025Official Association event/record
Payment associated with pet-waste stations recorded
What happenedAccounting records show a payment associated with pet-waste stations. This precedes the July 8 minutes and requires reconciliation.
View underlying record → - July 8, 2025Official Association event/record
Pet-waste-station proposal presented and tabled
What happenedMinutes state the proposal was presented and tabled for the 2026 budget—after the July 7 payment date.
View underlying record → - August 2025Official Association event/record
August 2025 packet gate snapshot
What happenedYTD total gate maintenance $45,666.89 versus $45,885.
View underlying record → - September 9, 2025Official Association event/record
September 9, 2025 Board minutes
What happenedAugust financials presented; Crest Management selected between meetings; three entry-lighting proposals reviewed and the RedNova quote approved; AC replacement tabled; preliminary 2026 budget reviewed. Records-review flag: Crest selection ratified after between-meeting interviews.
View underlying record → - October 14, 2025Official Association event/record
October 14, 2025 Board minutes
What happenedMinutes refer to a “September 31” financial report and state the preliminary budget was reviewed in executive session before an October 28 vote. Records-review flag: Invalid “September 31” date.
View underlying record → - October 27, 2025Official Association event/record
Current management certificate recorded (Crest / Carolyn Bonds)
What happenedMontgomery County doc #2025110172 identifies Crest Management and Carolyn Bonds as designated representative and supersedes prior certificates.
View underlying record → - October 28, 2025Official Association event/record
October 28, 2025 Budget meeting minutes
What happenedThe 2026 budget was approved after discussion of revenue, operating expenses, reserves, capital expenditures, overruns, and timing. Records-review flag: Limited detail.
View underlying record → - October 31, 2025Official Association event/record
October 2025 financial statements reported
What happenedMonth-end balance sheet reports total cash $390,288.88 and a current-year deficit of $-332,099.58. The paired October income statement is now hash-verified and served (YTD deficit reconciles at $332,099.58).
View underlying record → - November 11, 2025Official Association event/record
November 11, 2025 Board minutes
What happenedSeptember 30 financials presented; regular meetings moved to the third Tuesday so statements released on the 15th would be available. Records-review flag: Scanned PDF; visual transcription.
View underlying record → - November 30, 2025Official Association event/record
November 2025 financial statements reported
What happenedMonth-end balance sheet reports total cash $255,063.17 and a current-year deficit of $-345,430.73. Paired income statement included.
View underlying record → - December 16, 2025Official Association event/record
December 16, 2025 Board minutes
What happenedActions outside the meeting: Keystone Painting clubhouse interior $3,620 approved; Albarado & Fairey audit services $5,500 approved. Records-review flag: Compare with Jan. 20 audit approval (possible duplication).
View underlying record → - December 31, 2025Official Association event/record
December 2025 financial statements reported
What happenedMonth-end balance sheet reports total cash $492,356.85 and a current-year deficit of $-301,235.86. Paired income statement included.
View underlying record → - January 20, 2026Official Association event/record
January 20, 2026 Board minutes
What happenedThree audit proposals reviewed and Albarado & Fiery approved for the 2025 audit; a landscape-contract pre-bid process authorized. Records-review flag: Possible audit approval/ratification duplication (Dec 2025 vs Jan 2026).
View underlying record → - January 31, 2026Official Association event/record
January 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $877,901.30 and a current-year surplus of $46,104.72. Paired income statement included.
View underlying record → - February 17, 2026Official Association event/record
February 17, 2026 Board minutes
What happenedBetween-meeting decisions include Keystone $3,620; IMS $468.75, $216.50, $4,618.22; Strike Electric $422.18; Fann’s $531.25; Nexlar $460.06; Best Plumbing $296.17. Records-review flag: Minutes approve “January 20, 2025” though the meeting was in 2026 (date/copy-forward concern).
View underlying record → - February 28, 2026Official Association event/record
February 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $948,769.42 and a current-year surplus of $83,506.84. Paired income statement included.
View underlying record → - March 17, 2026Official Association event/record
March 17, 2026 Board minutes
What happenedMinutes repeat substantially the same between-meeting decision list as the February minutes and state February 28 financials were presented. Records-review flag: Near-duplicate Feb/Mar decision narrative; copy-forward concern.
View underlying record → - March 31, 2026Official Association event/record
March 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $936,099.92 and a current-year surplus of $86,570.48. Paired income statement included.
View underlying record → - April 30, 2026Official Association event/record
April 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $903,888.27 and a current-year surplus of $103,897.96. Paired income statement included.
View underlying record → - May 19, 2026Official Association event/record
May 19, 2026 Board minutes
What happenedBetween-meeting approvals include MDZ decking/fence repair $450.99; iTech $3,458.86 and $14,178.47; McKenna pool tables $7,192; April financials approved. Records-review flag: MDZ transaction; high iTech concentration.
View underlying record → - May 31, 2026Official Association event/record
May 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $840,456.93 and a current-year surplus of $102,645.61. Paired income statement included.
View underlying record → - June 30, 2026Official Association event/record
June 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $764,776.24 and a current-year surplus of $106,859.25. The paired income statement for this month was not supplied.
View underlying record → - June 30, 2026Official Association event/record
June 30, 2026 Board minutes
What happenedBetween-meeting approvals include TLR work, iTech, pool attendants, Strike Electric, MDZ common-area fence repair $186, McKenna tables, and Verizon gate-camera installation; May financials approved. Records-review flag: MDZ transaction; repeated between-meeting approvals.
View underlying record → - July 29, 2026Official Association event/record
Board ratifies vendor invoices unanimously
What happenedThe July 29, 2026 minutes list vendor invoices (incl. a $150 MDZ Construction clearance-sign repair) and record a unanimous ratification — moved by ▒▒▒▒▒▒, seconded by ▒▒▒▒▒▒, motion carried. Underlying invoices, bids, approvals, and payment records are still needed.
View underlying record → - July 29, 2026Official Association event/record
July 29 officer arrangement recorded
What happenedPresident ▒▒▒▒▒▒; Vice President ▒▒▒▒▒▒; Secretary ▒▒▒▒▒▒; Treasurer ▒▒▒▒▒▒; Director at Large ▒▒▒▒▒▒.
View underlying record → - July 29, 2026Official Association event/record
Clerical date defect: “June 31, 2026”
What happenedThe July 29 minutes reference financial statements for the period ending “June 31, 2026,” but June has only 30 days. A confirmed clerical date defect — not evidence that the financial statements were false.
View underlying record → - July 31, 2026Official Association event/record
July 2026 financial statements reported
What happenedMonth-end balance sheet reports total cash $710,732.12 and a current-year surplus of $111,700.14. Paired income statement included.
View underlying record → - August 25, 2026Official Association event/record
Board agenda records a $150 MDZ Construction guard-shack item
What happenedThe agenda documents a $150 MDZ Construction guard-shack repair / sign installation among vendor decisions. It does not establish ownership, disclosure, bidding, or wrongdoing.
View underlying record → - August 25, 2026Official Association event/record
August 25 agenda documents the related $150 MDZ item
What happenedThe August 25, 2026 agenda documents the related $150 MDZ Construction guard-shack item, showing an apparent approval/signature relationship to the July 29 ratification. Ownership, disclosure, and bidding remain unresolved.
View underlying record → - CurrentAssociation statement
Homepage states Crest is the only official source
What happenedThe current homepage says Crest is the only official source for all communications, while many channels remain active.
View underlying record → - Multiple periodsHomeowner observation
Residents report recurring gate failures
What happenedHomeowners reported recurring failures, repairs, changing systems, and changing instructions at the gate.
View underlying record → - August 27, 2026Official Association event/record
Residents page removed from current navigation; former URL returns 404
What happenedAs verified on August 27, 2026, /p/Residents returned “Page not found (404)” and the current Pages navigation does not list Residents. Absence from navigation and the 404 are established; the available evidence does not distinguish permanent deletion, unpublishing, permission restriction, renaming, or replacement.
View underlying record → - August 27, 2026Official Association event/record
TDLR searches for ▒▒▒▒▒▒ and MDZ Construction return no records
What happenedTDLR License Data Searches for “▒▒▒▒▒▒” and “MDZ CONSTRUCTION” (ZIP 77362) returned “No Records Found.” This does not establish unlicensed or illegal work; it does not exclude other names, ZIPs, subcontractors, exemptions, or the Texas State Board of Plumbing Examiners. Performer, licensed subcontractor, exemption, and exact pool-repair scope remain outstanding-records requests.
View underlying record → - August 27, 2026Later correction or response
Montgomery County quick-search “No Results” — incomplete, later superseded
What happenedAn initial incorrectly-scoped Montgomery County quick search returned “No Results Found.” It was superseded by locating DBA #202200841. Retained for transparency; not proof that no filing exists.
View underlying record → - August 27, 2026Later correction or response
Corrections and responses — see the change log
What happenedSelf-corrections are published openly in the correction log, including the MDZ Construction ownership correction (Montgomery County DBA located), the reclassified negative search, and the supplemental financial-statement release. Board/management responses will be dated and linked when received.
- UndatedUnconfirmed allegation
Forum “Comment deleted” markers and an unavailable topic
What happenedCaptures show platform “Comment deleted” markers; a Books and Records Request topic later became unavailable. Actor, mechanism, and motive are not identified.
View underlying record → - Undated (reported)Unconfirmed allegation
Homeowner allegation: competing-bid disclosure (uncorroborated)
What happenedA homeowner alleged, per Chris Mathews, that ▒▒▒▒▒▒ shared or allowed ▒▒▒▒▒▒ to see competing vendor bids so MDZ could underbid. Attributed, uncorroborated hearsay — not presented as fact. Corroboration requires the bids, submission timestamps, and communications.
View underlying record →