Civic Intelligence

Orinda Downs Homeowners Association

990EZ • Fiscal year 2020 • EIN 23-7230739

Jun 01, 2019 to May 31, 2020 • Filed on Jul 23, 2020

Organization ProfileORINDADOWNS.ORG
PO Box 477Orinda, CA 94563

(415) 672-0539

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

3.9%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

-1.8%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$148,953

Up $5,538 (+3.9%) from 2019

Net Assets

Up

$148,953

Up $5,538 (+3.9%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$35,563

Down $652 (-1.8%) from 2019

Expenses

Up

$30,025

Up $2,909 (+11%) from 2019

Net Income

Down

$5,538

Down $3,561 (-39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $59,771Net Assets 2012: $59,7712012Assets 2013: $70,282Net Assets 2013: $70,2822013Assets 2014: $86,327Net Assets 2014: $86,3272014Assets 2015: $115,541Net Assets 2015: $115,5412015Assets 2016: $119,120Net Assets 2016: $119,1202016Assets 2017: $132,871Net Assets 2017: $132,8712017Assets 2018: $134,316Net Assets 2018: $134,3162018Assets 2019: $143,415Net Assets 2019: $143,4152019Assets 2020: $148,953Net Assets 2020: $148,9532020Assets 2021: $147,715Net Assets 2021: $147,7152021Assets 2022: $181,987Net Assets 2022: $181,9872022

Highlighted filing

2020

Assets$148,953
Liabilities-
Net Assets$148,953
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $38,779Expenses 2012: $26,331Net Income 2012: $12,4482012Revenue 2013: $38,752Expenses 2013: $28,241Net Income 2013: $10,5112013Revenue 2014: $39,413Expenses 2014: $23,368Net Income 2014: $16,0452014Revenue 2015: $55,636Expenses 2015: $26,422Net Income 2015: $29,2142015Revenue 2016: $25,130Expenses 2016: $21,551Net Income 2016: $3,5792016Revenue 2017: $40,215Expenses 2017: $26,464Net Income 2017: $13,7512017Revenue 2018: $28,565Expenses 2018: $27,120Net Income 2018: $1,4452018Revenue 2019: $36,215Expenses 2019: $27,116Net Income 2019: $9,0992019Revenue 2020: $35,563Expenses 2020: $30,025Net Income 2020: $5,5382020Revenue 2021: $39,180Expenses 2021: $40,418Net Income 2021: -$1,2382021Revenue 2022: $61,921Expenses 2022: $27,649Net Income 2022: $34,2722022

Highlighted filing

2020

Revenue$35,563
Expenses$30,025
Net Income$5,538
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 23, 2020
Return Version
2019v5.0
Gross Receipts
$35,563
Mission and Program Overview

Mission

Maintenance, security and improvement of common area grounds for single family residences.

Program Services

DescriptionGrantsExpenses
PROVIDED CONTINUED MAINTENANCE, SECURITY AND IMPROVEMENTS TO THE COMMON AREA AND PUBLIC AREAS OF HOMEOWNERS SINGLE FAMILY RESIDENTIAL SUBDIVISION.$26,762-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JEDLICKAPresident-$0--
SCOTT OLLEDirector-$0--
WES DAULTONDirector-$0--
JOHN SIAMISSecretary-$0--
BARRY WILLIAMSDirector-$0--
BRAD WOLFSENPresident-$0--
MARTIN GLICKSecretary-$0--
SHANNON GAFFNEYSecretary-$0--
SUSAN SOUTHWICKDirector-$0--
CHRIS ANDERSONTreasurer-$0--
JOAN EGGERSDirector-$0--
SANDEEP AUJLADirector-$0--
Filing and Contact Details

Filer

Filer Name
Orinda Downs Homeowners Association
EIN
23-7230739
Phone
4156720539
Address
PO BOX 477, ORINDA, CA 94563

Signing Officer

Name
Brad Wolfsen
Title
President
Signed
2020-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Linney CPA Group Inc
Address
18 EL CAMINO MORAGA, ORINDA, CA 94563-4118
Preparer
Michael Linney
Phone
4083631040
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $3263”

Other Expenses.1012

“Insurance $5596”

Other Expenses.1

“PARK MAINTENANCE $6811”

Other Expenses.2

“UTILITIES $3987”

Other Expenses.3

“EVENT EXPENSES $2130”

Other Expenses.4

“PROPERTY TAX $1940”

Other Expenses.5

“SECURITY $630”

Other Expenses.7

“TAX & LICENSE $205”

Other Expenses.8

“WEB EXPENSES $189”

Other Expenses.9

“PO BOX RENTAL $176”

Other Expenses.10

“BANK FEES $24”

Other Assets.1003

“Machinery and Equipment - Beginning $950 Machinery and Equipment - Ending $581”

Raw XML Appendix164 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04156720539
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORINDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122351
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05538
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04515
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt017220
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035550
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143415
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148953
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID JEDLICKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT OLLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WES DAULTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SIAMIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARRY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD WOLFSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTIN GLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANNON GAFFNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN SOUTHWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRIS ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOAN EGGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SANDEEP AUJLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0950
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0581
IRS990EZ/OtherExpensesTotalAmt024951
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE, SECURITY AND IMPROVEMENT OF COMMON AREA GROUNDS FOR SINGLE FAMILY RESIDENCES.
IRS990EZ/PrintingPublicationsPostageAmt0559
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CONTINUED MAINTENANCE, SECURITY AND IMPROVEMENTS TO THE COMMON AREA AND PUBLIC AREAS OF HOMEOWNERS SINGLE FAMILY RESIDENTIAL SUBDIVISION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026762
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030025
IRS990EZ/TotalProgramServiceExpensesAmt026762
IRS990EZ/TotalRevenueAmt035563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ORINDADOWNS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $3263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $5596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARK MAINTENANCE $6811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $3987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT EXPENSES $2130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROPERTY TAX $1940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECURITY $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX & LICENSE $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEB EXPENSES $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PO BOX RENTAL $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $950 Machinery and Equipment - Ending $581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD WOLFSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORINDA DOWNS HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORIN
ReturnHeader/Filer/EIN0237230739
ReturnHeader/Filer/PhoneNum04156720539
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 477
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770371516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINNEY CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 EL CAMINO MORAGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945634118
ReturnHeader/PreparerPersonGrp/PhoneNum04083631040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Linney
ReturnHeader/ReturnTs02020-09-02T13:31:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,953
Liabilities
-
Net assets
$148,953
Revenue
$35,563
Expenses
$30,025
Net income
$5,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.82$0.62$0.28$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.39$0.40$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.36$0.30$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.43$0.36$0.27$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$0.29$0.27$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.33$0.40$0.26$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.25$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.56$0.26$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.39$0.23$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.39$0.28$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.39$0.26$0.12