Civic Intelligence

Shady Trails Community Association

EIN 20-3644534 • 501(c)4 • Irvine, CA

Profile

To maintain parks and other community areas, and to provide for civic betterments and community welfare.

15241 Laguna Canyon RoadIrvine, CA 92618

shadytrails.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.11x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.74x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

0.9%

Higher net margin than 36% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

21%

Faster revenue growth than 71% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$4,906,040

Down $82,500 (-1.7%) from 2023

Liabilities

Down

$5,456,893

Down $111,011 (-2.0%) from 2023

Net Assets

Up

-$550,853

Up $28,511 (+4.9%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin36th percentile

Revenue

Up

$3,134,428

Up $549,680 (+21%) from 2023

Expenses

Up

$3,105,917

Up $492,904 (+19%) from 2023

Net Income

Up

$28,511

Up $56,776 (+201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,095,635Liabilities 2011: $136,262Net Assets 2011: $959,3732011Assets 2012: $1,482,433Liabilities 2012: $147,674Net Assets 2012: $1,334,7592012Assets 2013: $1,766,869Liabilities 2013: $62,920Net Assets 2013: $1,703,9492013Assets 2014: $4,856,325Liabilities 2014: $3,072,418Net Assets 2014: $1,783,9072014Assets 2015: $4,827,180Liabilities 2015: $3,034,211Net Assets 2015: $1,792,9692015Assets 2016: $5,004,694Liabilities 2016: $3,067,008Net Assets 2016: $1,937,6862016Assets 2017: $5,004,018Liabilities 2017: $3,092,985Net Assets 2017: $1,911,0332017Assets 2018: $4,928,795Liabilities 2018: $3,074,025Net Assets 2018: $1,854,7702018Assets 2019: $4,886,823Liabilities 2019: $3,097,480Net Assets 2019: $1,789,3432019Assets 2020: $4,632,159Liabilities 2020: $5,010,420Net Assets 2020: -$378,2612020Assets 2021: $4,565,735Liabilities 2021: $5,136,255Net Assets 2021: -$570,5202021Assets 2022: $4,837,498Liabilities 2022: $5,437,647Net Assets 2022: -$600,1492022Assets 2023: $4,988,540Liabilities 2023: $5,567,904Net Assets 2023: -$579,3642023Assets 2024: $4,906,040Liabilities 2024: $5,456,893Net Assets 2024: -$550,8532024

Highlighted filing

2024

Assets$4,906,040
Liabilities$5,456,893
Net Assets-$550,853
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $939,985Expenses 2011: $787,437Net Income 2011: $152,5482011Revenue 2012: $1,263,999Expenses 2012: $888,613Net Income 2012: $375,3862012Revenue 2013: $1,357,509Expenses 2013: $988,319Net Income 2013: $369,1902013Revenue 2014: $1,330,782Expenses 2014: $1,250,824Net Income 2014: $79,9582014Revenue 2015: $1,335,475Expenses 2015: $1,326,413Net Income 2015: $9,0622015Revenue 2016: $1,352,865Expenses 2016: $1,208,148Net Income 2016: $144,7172016Revenue 2017: $1,370,396Expenses 2017: $1,397,049Net Income 2017: -$26,6532017Revenue 2018: $1,451,191Expenses 2018: $1,507,454Net Income 2018: -$56,2632018Revenue 2019: $1,545,398Expenses 2019: $1,482,153Net Income 2019: $63,2452019Revenue 2020: $1,921,621Expenses 2020: $1,991,086Net Income 2020: -$69,4652020Revenue 2021: $1,577,055Expenses 2021: $1,769,314Net Income 2021: -$192,2592021Revenue 2022: $2,049,851Expenses 2022: $2,081,220Net Income 2022: -$31,3692022Revenue 2023: $2,584,748Expenses 2023: $2,613,013Net Income 2023: -$28,2652023Revenue 2024: $3,134,428Expenses 2024: $3,105,917Net Income 2024: $28,5112024

Highlighted filing

2024

Revenue$3,134,428
Expenses$3,105,917
Net Income$28,511
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,906,040
Liabilities
$5,456,893
Net assets
-$550,853
Revenue
$3,134,428
Expenses
$3,105,917
Net income
$28,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$5.46$0.55$3.13$3.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.99$5.57$0.58$2.58$2.61$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.84$5.44$0.60$2.05$2.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.57$5.14$0.57$1.58$1.77$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.63$5.01$0.38$1.92$1.99$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.89$3.10$1.79$1.55$1.48$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.93$3.07$1.85$1.45$1.51$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.00$3.09$1.91$1.37$1.40$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.00$3.07$1.94$1.35$1.21$0.14
2015Summary only. Only limited summary data is available for this year.$4.83$3.03$1.79$1.34$1.33$0.01
2014Summary only. Only limited summary data is available for this year.$4.86$3.07$1.78$1.33$1.25$0.08
2013Summary only. Only limited summary data is available for this year.$1.77$0.06$1.70$1.36$0.99$0.37
2012Summary only. Only limited summary data is available for this year.$1.48$0.15$1.33$1.26$0.89$0.38
2011Summary only. Only limited summary data is available for this year.$1.10$0.14$0.96$0.94$0.79$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 14, 2025
Return Version
2023v6.0
Gross Receipts
$3,134,428
Mission and Program Overview

Mission

To maintain parks and other community areas, and to provide for civic betterments and community welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,800,000$2,050,000▲ $250,000
Land, Buildings, and Equipment, Net$1,973,426$1,864,335▼ $109,091
Cash and Non-Interest-Bearing Accounts$1,097,301$866,669▼ $230,632
Accounts Receivable$45,823$60,353▲ $14,530
Prepaid Expenses and Deferred Charges$18,147$45,579▲ $27,432
Total Assets$4,988,540$4,906,040▼ $82,500
Other Assets Total$53,843$19,104▼ $34,739
Liabilities
Other Liabilities$5,281,420$5,184,815▼ $96,605
Accounts Payable and Accrued Expenses$213,463$215,005▲ $1,542
Deferred Revenue$73,021$57,073▼ $15,948
Total Liabilities$5,567,904$5,456,893▼ $111,011
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-579,364$-550,853▲ $28,511
Total Net Assets Fund Balance$-579,364$-550,853▲ $28,511
Total Liabilities and Net Assets / Fund Balance$4,988,540$4,906,040▼ $82,500

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,864,335$1,135,665$3,000,000
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Valerie WilkinsPresident
Germaine Mcclellan KeyPresident/VP
Marissa SernaMember at La
Dana CunninghamSecretary
Tuan LeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Firstservice ResidentialProperty Mgmt.15241 LAGUNA CANYON RD, 15241 LAGUNA CANYON RD, Irvine, CA 92618$623,679
B And B Lock And SecurityGate Access13064 CENTRAL AVE, 13064 CENTRAL AVE, Chino, CA 91710$263,749
Harvest LandscapeLandscaping2119 W ORANGEWOOD AVE, 2119 W ORANGEWOOD AVE, Orange, CA 92868$211,126
Breakpoint CommercialLandscaping6236 RIVER CREST DR STE C, 6236 RIVER CREST DR STE C, Riverside, CA 92507$152,440
Patrol Masters SecuritySecurity2421 N GRAND AVE, 2421 N GRAND AVE, Santa Ana, CA 92705$128,691
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,961,859
Investment Income
$126,101
Other Revenue
$46,468
Change in Net Assets
$28,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,134,428
Total Revenue per Audited Statements
$3,134,428
Total Revenue per Form 990
$3,134,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,105,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$1,033,876$10,258-$1,044,134
Other Expenses$313,918--$313,918
Fees for Services Management$78,174$171,253-$249,427
Depreciation Depletion$109,091--$109,091
Insurance$70,601--$70,601
Office Expenses$31,295--$31,295
Fees for Services Legal$8,765--$8,765
Total Functional Expenses$2,924,406$181,511$0$3,105,917

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,105,917
Total Expenses per Audited Statements$3,105,917
Total Expenses per Form 990$3,105,917
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liabilities$2,844,394
Note Payable$2,335,800
Income Tax Payable$4,621
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Daily operations are managed by an independent professional management company. The management company acts as an agent for the association. Board of directors appoints and supervises those who is responsible for the daily activities.”

Form 990, Page 6, Part VI, Line 6

“Owners automatically become members.”

Form 990, Page 6, Part VI, Line 7A

“The corporation is structured to have members which have rights for electing directors. Corporation has annual meeting elections for owners to elect officers for the next year. The method of the board's election is formally set in the documents that create the company.”

Form 990, Page 6, Part VI, Line 7B

“An organization's governing documents dictate various resolution requiring membership approval. Bylaws specify when board meetings must be held and how many board members must be present to pass official business matters via vote. The association complies with all state requirements for community interest developments regarding membership approval.”

Form 990, Page 6, Part VI, Line 11B

“Federal and state tax returns are reviewed and approved by the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Shady Trails Community Association
EIN
20-3644534
Phone
9095740029
Address
15241 LAGUNA CANYON ROAD, IRVINE, CA 92618

Signing Officer

Name
Valerie Wilkins
Title
President
Phone
9095740029
Signed
2025-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Wilkins
Formed
2005
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Newman Certified Public Accountant Pc
Address
2111 PALOMAR AIRPORT RD STE 140, CARLSBAD, CA 92011-1419
Preparer
Jeremy Newman
Phone
8445607300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Landscape and irrigation 307,505 0 0 access gate 251,314 0 0 common area repairs/maint 199,559 0 0 loan interest expense 107,957 0 0 security 94,745 0 0 lighting and electrical 72,796 0 0 income tax expense 0 10,258 0 total 1,033,876 10,258 0”

Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt070601
IRS990/InsuranceGrp/TotalAmt070601
IRS990/InvestmentIncomeGrp/ExclusionAmt0126101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0126101
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01135665
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01973426
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01864335
IRS990/LandBldgEquipCostOrOtherBssAmt03000000
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MAINTAIN PARKS AND OTHER COMMUNITY AREAS, AND TO PROVIDE FOR CIVIC BETTERMENTS AND COMMUNITY WELFARE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-579364
IRS990/NetAssetsOrFundBalancesEOYAmt0-550853
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt046468
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt046468
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-579364
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-550853
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt031295
IRS990/OfficeExpensesGrp/TotalAmt031295
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt053843
IRS990/OtherAssetsTotalGrp/EOYAmt019104
IRS990/OtherExpensesGrp/Desc0ON-SITE STAFF
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2RECREATION FACILITY
IRS990/OtherExpensesGrp/Desc3PARKHOUSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0471172
IRS990/OtherExpensesGrp/ProgramServicesAmt1456636
IRS990/OtherExpensesGrp/ProgramServicesAmt2350878
IRS990/OtherExpensesGrp/ProgramServicesAmt3313918
IRS990/OtherExpensesGrp/TotalAmt0471172
IRS990/OtherExpensesGrp/TotalAmt1456636
IRS990/OtherExpensesGrp/TotalAmt2350878
IRS990/OtherExpensesGrp/TotalAmt3313918
IRS990/OtherLiabilitiesGrp/BOYAmt05281420
IRS990/OtherLiabilitiesGrp/EOYAmt05184815
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018147
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt045579
IRS990/PrincipalOfficerNm0VALERIE WILKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813990
IRS990/ProgramServiceRevenueGrp/BusinessCd1813990
IRS990/ProgramServiceRevenueGrp/BusinessCd2813990
IRS990/ProgramServiceRevenueGrp/BusinessCd3813990
IRS990/ProgramServiceRevenueGrp/BusinessCd4813990
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER MEMBER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2WATER REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3BAD DEBT RECOVERY
IRS990/ProgramServiceRevenueGrp/Desc4PARKHOUSE SHARED COST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02783733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161063
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259589
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt350429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt47045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02783733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161063
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt350429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47045
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt068494
IRS990/PYOtherExpensesAmt02613013
IRS990/PYOtherRevenueAmt029023
IRS990/PYProgramServiceRevenueAmt02487231
IRS990/PYRevenuesLessExpensesAmt0-28265
IRS990/PYTotalExpensesAmt02613013
IRS990/PYTotalRevenueAmt02584748
IRS990/ReconcilationRevenueExpnssAmt028511
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt046468
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02961859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01800000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02050000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01864335
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01135665
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03000000
IRS990ScheduleD/ExpensesSubtotalAmt03105917
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02844394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12335800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2INCOME TAX PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt03134428
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01864335
IRS990ScheduleD/TotalExpensesPerForm990Amt03105917
IRS990ScheduleD/TotalLiabilityAmt05184815
IRS990ScheduleD/TotalRevenuePerForm990Amt03134428
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03134428
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03105917
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY OPERATIONS ARE MANAGED BY AN INDEPENDENT PROFESSIONAL MANAGEMENT COMPANY. THE MANAGEMENT COMPANY ACTS AS AN AGENT FOR THE ASSOCIATION. BOARD OF DIRECTORS APPOINTS AND SUPERVISES THOSE WHO IS RESPONSIBLE FOR THE DAILY ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OWNERS AUTOMATICALLY BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION IS STRUCTURED TO HAVE MEMBERS WHICH HAVE RIGHTS FOR ELECTING DIRECTORS. CORPORATION HAS ANNUAL MEETING ELECTIONS FOR OWNERS TO ELECT OFFICERS FOR THE NEXT YEAR. THE METHOD OF THE BOARD'S ELECTION IS FORMALLY SET IN THE DOCUMENTS THAT CREATE THE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN ORGANIZATION'S GOVERNING DOCUMENTS DICTATE VARIOUS RESOLUTION REQUIRING MEMBERSHIP APPROVAL. BYLAWS SPECIFY WHEN BOARD MEETINGS MUST BE HELD AND HOW MANY BOARD MEMBERS MUST BE PRESENT TO PASS OFFICIAL BUSINESS MATTERS VIA VOTE. THE ASSOCIATION COMPLIES WITH ALL STATE REQUIREMENTS FOR COMMUNITY INTEREST DEVELOPMENTS REGARDING MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEDERAL AND STATE TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LANDSCAPE AND IRRIGATION 307,505 0 0 ACCESS GATE 251,314 0 0 COMMON AREA REPAIRS/MAINT 199,559 0 0 LOAN INTEREST EXPENSE 107,957 0 0 SECURITY 94,745 0 0 LIGHTING AND ELECTRICAL 72,796 0 0 INCOME TAX EXPENSE 0 10,258 0 TOTAL 1,033,876 10,258 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04988540
IRS990/TotalAssetsEOYAmt04906040
IRS990/TotalAssetsGrp/BOYAmt04988540
IRS990/TotalAssetsGrp/EOYAmt04906040
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0181511
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02924406
IRS990/TotalFunctionalExpensesGrp/TotalAmt03105917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05567904
IRS990/TotalLiabilitiesEOYAmt05456893
IRS990/TotalLiabilitiesGrp/BOYAmt05567904
IRS990/TotalLiabilitiesGrp/EOYAmt05456893
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-579364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-550853
IRS990/TotalProgramServiceExpensesAmt02924406
IRS990/TotalProgramServiceRevenueAmt02961859
IRS990/TotalRevenueGrp/ExclusionAmt0172569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02961859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03134428
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04988540
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04906040
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015241 LAGUNA CANYON RD
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092618
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0SHADYTRAILS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE WILKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09095740029
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHADY TRAILS COMMUNITY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0203644534
ReturnHeader/Filer/PhoneNum09095740029
ReturnHeader/Filer/USAddress/AddressLine1Txt015241 LAGUNA CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02111 PALOMAR AIRPORT RD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920111419
ReturnHeader/PreparerPersonGrp/PhoneNum08445607300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02025-06-04T15:10:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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