Civic Intelligence

Montevina Phase I Owners Association

990EZ • Fiscal year 2011 • EIN 26-4637062

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

Organization Profile
3142 Constitution Drive94551
Siviq Scores

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

Liabilities / Assets

99th percentile

15.59x

Higher debt load relative to assets than 99% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Net Margin

10th percentile

-54%

Higher net margin than 10% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

4th percentile

-81%

Faster asset growth than 4% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$3,739

Down $15,838 (-81%) from 2010

Net Assets

Down

-$54,544

Down $74,121 (-379%) from 2010

Liabilities

Up

$58,283

Up $58,283 from 2010

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin10th percentile

Revenue

Down

$137,594

Down $53,626 (-28%) from 2010

Expenses

Up

$211,715

Up $25,765 (+14%) from 2010

Net Income

Down

-$74,121

Down $79,391 (-1506%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100K$50K$0-$50K-$100KAssets 2010: $19,577Liabilities 2010: $0Net Assets 2010: $19,5772010Assets 2011: $3,739Liabilities 2011: $58,283Net Assets 2011: -$54,5442011

Highlighted filing

2011

Assets$3,739
Liabilities$58,283
Net Assets-$54,544
Open 2011 Filing

Operations Trend

Revenue Growth19th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $191,220Expenses 2010: $185,950Net Income 2010: $5,2702010Revenue 2011: $137,594Expenses 2011: $211,715Net Income 2011: -$74,1212011

Highlighted filing

2011

Revenue$137,594
Expenses$211,715
Net Income-$74,121
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
26-4637062
Raw XML Appendix117 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY013794
IRS990EZ/CashSavingsAndInvestments/EOY03739
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-74121
IRS990EZ/FeesAndOthPymtToIndContractors012160
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts0137594
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome01
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues0137593
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY019577
IRS990EZ/NetAssetsOrFundBalancesBOY019577
IRS990EZ/NetAssetsOrFundBalances/EOY0-54544
IRS990EZ/NetAssetsOrFundBalancesEOY0-54544
IRS990EZ/OccupancyRentUtilitiesAndMaint0172714
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine103142 CONSTITUTION DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine113142 CONSTITUTION DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0LIVERMORE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1LIVERMORE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode094551
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode194551
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MICHAEL PARKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DAVID CLOCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CEO/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CFO/SECRETARY/TREASURER
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY05783
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal026841
IRS990EZ/PrimaryExemptPurpose0THE ORGANIZATION'S SOLE DUTY IS TO MAINTAIN A 16 BUILDING OFFICE DEVELOPMENT LOCATED IN LIVERMORE, CA. ALL MONIES COLLECTED GO TO THE SOLE PURPOSE OF PROPERTY MANAGEMENT, REGULAR UPKEEP, JANITORIAL, LANDSCAPE MAINTENANCE, AND ALL REPAIRS AND GENERAL MAINTENANCE NECESSARY TO KEEP THE BUILDINGS AND SURROUNDING COMMON AREAS IN CLASSS "A" CONDITION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MAINTENANCE NECESSARY TO KEEP THE BUILDINGS AND SURROUNDING COMMON AREAS IN CLASS "A" CONDITION.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0176325
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY058283
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10500 LA GONDA WAY STE 295
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DANVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094526
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MICHAEL PARKER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09253142700
IRS990EZ/TotalAssets/BOY019577
IRS990EZ/TotalAssets/EOY03739
IRS990EZ/TotalExpenses0211715
IRS990EZ/TotalProgramServiceExpenses0176325
IRS990EZ/TotalRevenue0137594
IRS990EZ/WebSite0WWW.MONTEVINAINFO.COM
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 1..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: REFUSE. AMOUNT: 1,518. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 1,603. DESCRIPTION: ADMINISTRATION. AMOUNT: 676. DESCRIPTION: INSURANCE. AMOUNT: 12,818. DESCRIPTION: TRIAD PARK OWNERS ASSOCIATION FEES. AMOUNT: 10,181. DESCRIPTION: TAXES. AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 26,841.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DUE FROM TRIAD PARK OWNERS ASSOCIATION. BEG. OF YEAR AMOUNT: 5,783. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: DUE TO MONTEVINA PHASE I. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 58,283.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0264637062
ReturnHeader/Filer/Name/BusinessNameLine10MONTEVINA PHASE I OWNERS ASSOCIATION
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone09253142700
ReturnHeader/Filer/USAddress/AddressLine103142 CONSTITUTION DRIVE
ReturnHeader/Filer/USAddress/City0LIVERMORE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094551
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-02
ReturnHeader/Officer/Name0MICHAEL PARKER
ReturnHeader/Officer/Phone09253142700
ReturnHeader/Officer/Title0CEO/PRESIDENT
ReturnHeader/PreparerFirm/EIN0946214841
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ARMANINO MCKENNA LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012667 ALCOSTA BOULEVARD SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN RAMON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0945834427
ReturnHeader/Preparer/Name0VIRGINIA CHOY
ReturnHeader/Preparer/Phone09257902600
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T10:06:19-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,739
Liabilities
$58,283
Net assets
-$54,544
Revenue
$137,594
Expenses
$211,715
Net income
-$74,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.58$0.55$1.38$2.12$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.91$1.86$0.05