Civic Intelligence

Pepper Hill Homes Association Co Ross Morgan & Co Attn Jessica Tovar

990EZ • Fiscal year 2017 • EIN 23-7261761

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
380 Woodley RoadSanta Barbara, CA 93108

(805) 455-2533

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

91st percentile

39%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,556

Up $13,078 (+14%) from 2016

Net Assets

Up

$105,556

Up $13,078 (+14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$33,264

Down $23,188 (-41%) from 2016

Expenses

Down

$20,186

Down $3,206 (-14%) from 2016

Net Income

Down

$13,078

Down $19,982 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$600K$400K$200K$0Assets 2011: $46,378Net Assets 2011: $46,3782011Assets 2012: $66,142Net Assets 2012: $66,1422012Assets 2013: $60,865Net Assets 2013: $60,8652013Assets 2014: $81,468Net Assets 2014: $81,4682014Assets 2015: $59,418Net Assets 2015: $59,4182015Assets 2016: $92,478Net Assets 2016: $92,4782016Assets 2017: $105,556Net Assets 2017: $105,5562017Assets 2018: $84,497Net Assets 2018: $84,4972018Assets 2019: $104,359Net Assets 2019: $104,3592019Assets 2020: $126,356Net Assets 2020: $126,3562020Assets 2021: $161,016Net Assets 2021: $161,0162021Assets 2022: $380,979Liabilities 2022: $0Net Assets 2022: $380,9792022Assets 2023: $520,069Liabilities 2023: $0Net Assets 2023: $520,0692023Assets 2024: $486,630Liabilities 2024: $4,081Net Assets 2024: $482,5492024

Highlighted filing

2017

Assets$105,556
Liabilities-
Net Assets$105,556
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $35,135Expenses 2011: $45,940Net Income 2011: -$10,8052011Revenue 2012: $46,134Expenses 2012: $26,370Net Income 2012: $19,7642012Revenue 2013: $33,240Expenses 2013: $38,517Net Income 2013: -$5,2772013Revenue 2014: $39,911Expenses 2014: $19,308Net Income 2014: $20,6032014Revenue 2015: $37,777Expenses 2015: $59,827Net Income 2015: -$22,0502015Revenue 2016: $56,452Expenses 2016: $23,392Net Income 2016: $33,0602016Revenue 2017: $33,264Expenses 2017: $20,186Net Income 2017: $13,0782017Revenue 2018: $33,765Expenses 2018: $54,824Net Income 2018: -$21,0592018Revenue 2019: $42,138Expenses 2019: $22,276Net Income 2019: $19,8622019Revenue 2020: $44,349Expenses 2020: $22,352Net Income 2020: $21,9972020Revenue 2021: $59,045Expenses 2021: $24,385Net Income 2021: $34,6602021Revenue 2022: $263,272Expenses 2022: $43,309Net Income 2022: $219,9632022Revenue 2023: $164,924Expenses 2023: $25,834Net Income 2023: $139,0902023Revenue 2024: $101,268Expenses 2024: $56,312Net Income 2024: $44,9562024

Highlighted filing

2017

Revenue$33,264
Expenses$20,186
Net Income$13,078
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$33,264
Mission and Program Overview

Mission

Homeowners' Association

Program Services

DescriptionGrantsExpenses
Maintenance of homeowners association property for 45 homes and the association's roads for the general public.$2,014-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken StokesPresident-$0--
Jennifer Lynn Stokes-PenaSecretary-$0--
Glen GazdeckiVice President-$0--
Deann ZampelliTrustee-$0--
Robert GatesTreasurer-$0--
Chris FrisinaTrustee-$0--
Larry ReicheTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pepper Hill Homes Association
EIN
23-7261761
Phone
8054552533
Address
380 Woodley Road, Santa Barbara, CA 93108

Signing Officer

Name
Jennifer Lynn Stokes-Pena
Title
Secretary
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Darcia a Stebbens CPA
Address
5290 OVERPASS RD STE 213, SANTA BARBARA, CA 93111
Preparer
Darcia A Stebbens CPA
Phone
8054524544
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Tax refund $10”

Other Expenses.1002

“Office Expenses $409”

Other Expenses.1012

“Insurance $2746”

Other Expenses.1

“Landscape Maintenance $11050”

Other Expenses.2

“Road repairs $2014”

Other Expenses.3

“Utilities $1609”

Other Expenses.5

“Taxes & Filing Fees $10”

Other Expenses.6

“Bank fees $9”

Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Lynn Stokes-Pena
IRS990EZ/BooksInCareOfDetail/PhoneNum08054552533
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 Woodley Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Barbara
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105556
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033264
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ken Stokes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Lynn Stokes-Pena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Glen Gazdecki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deann Zampelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robert Gates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chris Frisina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Larry Reiche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017847
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowners' Association
IRS990EZ/PrintingPublicationsPostageAmt099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintenance of homeowners association property for 45 homes and the association's roads for the general public.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02014
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020186
IRS990EZ/TotalProgramServiceExpensesAmt02014
IRS990EZ/TotalRevenueAmt033264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax refund $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Landscape Maintenance $11050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Road repairs $2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Utilities $1609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes & Filing Fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank fees $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Lynn Stokes-Pena
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pepper Hill Homes Association
ReturnHeader/Filer/BusinessNameControlTxt0PEPP
ReturnHeader/Filer/EIN0237261761
ReturnHeader/Filer/PhoneNum08054552533
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 Woodley Road
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813490658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARCIA A STEBBENS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05290 OVERPASS RD STE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093111
ReturnHeader/PreparerPersonGrp/PhoneNum08054524544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darcia A Stebbens CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T16:02:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,556
Liabilities
-
Net assets
$105,556
Revenue
$33,264
Expenses
$20,186
Net income
$13,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.83$1.01$0.56$0.45
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$1.65$0.26$1.39
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$2.63$0.43$2.20
2021Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.59$0.24$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.44$0.22$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.42$0.22$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.34$0.55$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.33$0.20$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.56$0.23$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.38$0.60$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.40$0.19$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.33$0.39$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.46$0.26$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$0.35$0.46$0.11