Civic Intelligence

Bennett Valley Knolls Association Co Pacific Union Prop Management

990EZ • Fiscal year 2016 • EIN 23-7296731

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization ProfileN/A
3392 Mendocino AvenueSanta Rosa, CA 95403

(707) 544-2005

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

-0.4%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$142,734

Up $39,931 (+39%) from 2015

Net Assets

Up

$134,461

Up $35,782 (+36%) from 2015

Liabilities

Up

$8,273

Up $4,149 (+101%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin80th percentile

Revenue

Down

$174,651

Down $661 (-0.4%) from 2015

Expenses

Down

$138,869

Down $111,084 (-44%) from 2015

Net Income

Up

$35,782

Up $110,423 (+148%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$200K$150K$100K$50K$0Assets 2014: $185,562Liabilities 2014: $13,748Net Assets 2014: $171,8142014Assets 2015: $102,803Liabilities 2015: $4,124Net Assets 2015: $98,6792015Assets 2016: $142,734Liabilities 2016: $8,273Net Assets 2016: $134,4612016Assets 2017: $161,552Liabilities 2017: $21,468Net Assets 2017: $140,0842017Assets 2018: $136,286Liabilities 2018: $35,411Net Assets 2018: $100,8752018Assets 2019: $64,948Liabilities 2019: $59,526Net Assets 2019: $5,4222019

Highlighted filing

2016

Assets$142,734
Liabilities$8,273
Net Assets$134,461
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $171,391Expenses 2014: $152,700Net Income 2014: $18,6912014Revenue 2015: $175,312Expenses 2015: $249,953Net Income 2015: -$74,6412015Revenue 2016: $174,651Expenses 2016: $138,869Net Income 2016: $35,7822016Revenue 2017: $182,697Expenses 2017: $177,074Net Income 2017: $5,6232017Revenue 2018: $197,795Expenses 2018: $237,004Net Income 2018: -$39,2092018Revenue 2019: $269,821Expenses 2019: $266,368Net Income 2019: $3,4532019

Highlighted filing

2016

Revenue$174,651
Expenses$138,869
Net Income$35,782
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Gross Receipts
$174,651
Mission and Program Overview

Mission

The organization is a homeowners association formed to maintain, repair, replace the common areas on behalf of the membership.

Program Services

DescriptionGrantsExpenses
To provide resources for the maintenance of the common areas of the community which are accessible to the general public (common area use is not limited to members)$138,869-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat FitzpatrickTreasurer-$0--
Mark HoltzDirector-$0--
Nancy Jo FrenchSecretary-$0--
Anna WinsorPresident-$0--
Emily MarshallVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bennett Valley Knolls Association
EIN
23-7296731
Phone
7075442005
Address
3392 Mendocino Avenue, Santa Rosa, CA 95403

Signing Officer

Name
Anna Winsor
Title
President
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Capitani & Company CPAs
Address
1400 N Dutton Ave 18, Santa Rosa, CA 95401-4644
Preparer
Joseph M Capitani CPA
Phone
7075442256
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Landscape Maintenance $59668”

Other Expenses.2

“Management fees $16380”

Other Expenses.3

“Utilities - water & sewer $15055”

Other Expenses.4

“Reserve Expenditures $11293”

Other Expenses.5

“Utilities - Gas $9468”

Other Expenses.6

“Insurance - workers' comp. $6474”

Other Expenses.7

“Printing & postage $3459”

Other Expenses.8

“Pool contract $2820”

Other Expenses.9

“Pool supplies / janitorial $2674”

Other Expenses.10

“Common area repairs & maint. $2441”

Other Expenses.11

“Pest control $1995”

Other Expenses.12

“Landscape Repair & Replacement $1927”

Other Expenses.13

“Legal $1632”

Other Expenses.14

“Review & Tax Preparation $1360”

Other Expenses.15

“Bad debt expense $1201”

Other Expenses.16

“Pool permit $559”

Other Expenses.17

“Collection fees $254”

Other Expenses.18

“Landscape Tree Trimming $160”

Other Expenses.19

“Misc. Fees $45”

Other Expenses.20

“Prior period adjustment $4”

Other Assets.1005

“Accounts Receivable - Beginning $7791 Accounts Receivable - Ending $11187”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $239 Accounts Payable and Accrued Expenses - Ending $2100”

Total Liabilities.1

“Prepaid assessments - Beginning $3535 Prepaid assessments - Ending $5823”

Total Liabilities.2

“Pool Key Deposits - Beginning $350 Pool Key Deposits - Ending $350”

Raw XML Appendix156 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/PersonNm0Pacific Union Prop Management
IRS990EZ/BooksInCareOfDetail/PhoneNum07075442005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03392 Mendocino Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131547
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035782
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142734
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0174651
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt059
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0174592
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098679
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098679
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pat Fitzpatrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Holtz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Jo French
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anna Winsor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Emily Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07791
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011187
IRS990EZ/OtherExpensesTotalAmt0138869
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization is a homeowners association formed to maintain, repair, replace the common areas on behalf of the membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide resources for the maintenance of the common areas of the community which are accessible to the general public (common area use is not limited to members)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0138869
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04124
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08273
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0138869
IRS990EZ/TotalProgramServiceExpensesAmt0138869
IRS990EZ/TotalRevenueAmt0174651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Landscape Maintenance $59668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Management fees $16380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Utilities - water & sewer $15055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reserve Expenditures $11293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities - Gas $9468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance - workers' comp. $6474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Printing & postage $3459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Pool contract $2820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Pool supplies / janitorial $2674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Common area repairs & maint. $2441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Pest control $1995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Landscape Repair & Replacement $1927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Legal $1632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Review & Tax Preparation $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bad debt expense $1201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Pool permit $559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Collection fees $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Landscape Tree Trimming $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Misc. Fees $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Prior period adjustment $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Receivable - Beginning $7791 Accounts Receivable - Ending $11187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Accounts Payable and Accrued Expenses - Beginning $239 Accounts Payable and Accrued Expenses - Ending $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Prepaid assessments - Beginning $3535 Prepaid assessments - Ending $5823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Pool Key Deposits - Beginning $350 Pool Key Deposits - Ending $350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Total Liabilities.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Winsor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bennett Valley Knolls Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Pacific Union Prop Management
ReturnHeader/Filer/BusinessNameControlTxt0BENN
ReturnHeader/Filer/EIN0237296731
ReturnHeader/Filer/PhoneNum07075442005
ReturnHeader/Filer/USAddress/AddressLine1Txt03392 Mendocino Avenue
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capitani & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 N Dutton Ave 18
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954014644
ReturnHeader/PreparerPersonGrp/PhoneNum07075442256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph M Capitani CPA
ReturnHeader/ReturnTs02017-03-23T13:16:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,734
Liabilities
$8,273
Net assets
$134,461
Revenue
$174,651
Expenses
$138,869
Net income
$35,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.60$0.05$2.70$2.66$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.35$1.01$1.98$2.37$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.21$1.40$1.83$1.77$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.08$1.34$1.75$1.39$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$1.75$2.50$0.75
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.14$1.72$1.71$1.53$0.19