Civic Intelligence

Southfields Owners Association Inc C/O Douglas Tanchak - Jll

990 • Fiscal year 2014 • EIN 27-3563708

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 07, 2015

Organization ProfileN/A
2375 Sheffield LanePennington, NJ 08534

(609) 902-1920

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$215,514

Up $18,020 (+9.1%) from 2013

Net Assets

Up

$215,514

Up $18,020 (+9.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses

Revenue

Up

$1,378,103

Up $134,245 (+11%) from 2013

Expenses

Up

$1,335,055

Up $83,949 (+6.7%) from 2013

Net Income

Up

$43,048

Up $50,296 (+694%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2013: $197,494Liabilities 2013: $0Net Assets 2013: $197,4942013Assets 2014: $215,514Liabilities 2014: $0Net Assets 2014: $215,5142014Assets 2015: -$177Liabilities 2015: $0Net Assets 2015: -$1772015Assets 2016: $227,191Liabilities 2016: $0Net Assets 2016: $227,1912016Assets 2017: $236,192Liabilities 2017: $0Net Assets 2017: $236,1922017Assets 2018: $325,750Liabilities 2018: $0Net Assets 2018: $325,7502018Assets 2020: $280,461Liabilities 2020: $0Net Assets 2020: $280,4612020Assets 2021: $126,675Liabilities 2021: $0Net Assets 2021: $126,6752021Assets 2022: $505,468Liabilities 2022: $0Net Assets 2022: $505,4682022Assets 2024: $262,075Liabilities 2024: $0Net Assets 2024: $262,0752024

Highlighted filing

2014

Assets$215,514
Liabilities$0
Net Assets$215,514
Open 2014 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1,243,858Expenses 2013: $1,251,106Net Income 2013: -$7,2482013Revenue 2014: $1,378,103Expenses 2014: $1,335,055Net Income 2014: $43,0482014Revenue 2015: $1,225,560Expenses 2015: $1,441,251Net Income 2015: -$215,6912015Revenue 2016: $1,779,163Expenses 2016: $1,551,795Net Income 2016: $227,3682016Revenue 2017: $1,504,279Expenses 2017: $1,495,278Net Income 2017: $9,0012017Revenue 2018: $1,944,448Expenses 2018: $1,854,890Net Income 2018: $89,5582018Revenue 2020: $1,849,696Expenses 2020: $1,927,203Net Income 2020: -$77,5072020Revenue 2021: $1,693,252Expenses 2021: $1,847,038Net Income 2021: -$153,7862021Revenue 2022: $2,845,042Expenses 2022: $2,466,249Net Income 2022: $378,7932022Revenue 2024: $2,014,794Expenses 2024: $1,933,475Net Income 2024: $81,3192024

Highlighted filing

2014

Revenue$1,378,103
Expenses$1,335,055
Net Income$43,048
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 7, 2015
Return Version
2014v5.0
Gross Receipts
$1,378,103
Mission and Program Overview

Mission

Southfields owners association, inc. (soa) was formed in 1999 with the primary objective of maintaining parcels of land in the township of hopewell, new jersey. Soa maintains parcels of land within the perimeter of an office development and also sets aside certain parcels for recreational facilities to be made available to the public. Soa manages the development and maintenance of common areas within the office development including streets, groundskeeping, water, sewer, and etc. Among the types of amenities available to the public include 13 acres for recreational facilities such as softball fields, tennis, volleyball, and basketball courts, jogging trails and paths, and related parking.

Southfields owners association, inc. Maintains the perimeter of an office development & sets aside certain parcels for recreational facilities to be made available to the public

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,985$211,005▲ $18,020
Inventories for Sale or Use$4,509$4,509→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$197,494$215,514▲ $18,020
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$197,494$215,514▲ $18,020
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$197,494$215,514▲ $18,020
Total Liabilities and Net Assets / Fund Balance$197,494$215,514▲ $18,020
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chip EricksonPresident
Dennis DooleyVice President
John ChesleySecretary/treasurer
David MooreVoting Member
Robert BianchettiVoting Member
Ross UllmanVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,378,103
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$43,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,286,792
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$11,717$80,513-$92,230
Benefits to Members$48,263--$48,263
Other Expenses$37,719--$37,719
Fees for Services Management-$36,000-$36,000
Fees for Services Accounting-$30,278-$30,278
Insurance$12,264$12,264-$24,528
Fees for Services Legal-$19,787-$19,787
Fees for Services Other-$12,625-$12,625
Office Expenses-$6,376-$6,376
Travel-$1,132-$1,132
Total Functional Expenses$1,136,080$198,975$0$1,335,055
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 - Part VI, Section B, Line 11B

“Draft form 990 to be submitted to all board members via electronic pdf copy, comments to be invited, if necessary changes to be made - revised copy to be distributed, barring objection from the board, form 990 to be filed”

Form 990 - Part VI, Section C, Line 19

“The association makes its governing documents, conflicts of interest policy and financial statements available to the public upon request.”

Form 990, Part VI, Section A, Line 9

“THE OFFICERS OF THE ASSOCIATION CAN BE REACHED AT THE FOLLOWING ADDRESSES: Chip Erickson: 303 Sacramento Street, 4th Floor San Francisco, CA 94111 DENNIS DOOLEY: One Capital Way Pennington, NJ 08534 John Chesley: 2350 Corporate Park Drive, Suite 110, Herndon, VA 20171 David Moore: 558 Sacramento Street, Suite 400, San Francisco, CA 94111 Rober Bianchetti: 2350 Corporate Park Drive, Herndon, VA 20171 Ross Ullman: 7621 Little Avenue, Suite 200, Charlotte, NC 28226”

Form 990 - Part VII, Section A

“There are six voting members for the association at the end of 2014: Capital Health System, CF Hopewell, ARC - DB5prop001 LLC, AREP Hopewell LLC, AREP Hopewell POD D LLC, Cole of Hopewell LLC, ARC-DB5prop001. The trustees listed in Part VII, Section A are the representatives delegated by the members of the association to oversee the voting process as well as place individual votes on behalf of the six voting members. Except for Chip Erickson, the board members are voting members. John Chesly casts votes on behalf of AREP Hopewell POD D LLC, and Dennis Dooley casts votes on behalf of Capital Health System.”

Filing and Contact Details

Filer

Filer Name
Southfields Owners Association Inc
EIN
27-3563708
In Care Of
% DOUGLAS TANCHAK
Phone
6099021920
Address
2375 SHEFFIELD LANE, PENNINGTON, NJ 08534

Signing Officer

Name
Chip Erickson
Title
President
Phone
9062741926
Signed
2015-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chip Erickson
Formed
1999
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Withum Smith Brown Pc
Address
5 VAUGHN DR STE 201, PRINCETON, NJ 08540-6313
Preparer
Richard C Coyne
Phone
6095201188
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VOTING MEMBER
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IRS990/MissionDesc0SOUTHFIELDS OWNERS ASSOCIATION, INC. (SOA) WAS FORMED IN 1999 WITH THE PRIMARY OBJECTIVE OF MAINTAINING PARCELS OF LAND IN THE TOWNSHIP OF HOPEWELL, NEW JERSEY. SOA MAINTAINS PARCELS OF LAND WITHIN THE PERIMETER OF AN OFFICE DEVELOPMENT AND ALSO SETS ASIDE CERTAIN PARCELS FOR RECREATIONAL FACILITIES TO BE MADE AVAILABLE TO THE PUBLIC. SOA MANAGES THE DEVELOPMENT AND MAINTENANCE OF COMMON AREAS WITHIN THE OFFICE DEVELOPMENT INCLUDING STREETS, GROUNDSKEEPING, WATER, SEWER, AND ETC. AMONG THE TYPES OF AMENITIES AVAILABLE TO THE PUBLIC INCLUDE 13 ACRES FOR RECREATIONAL FACILITIES SUCH AS SOFTBALL FIELDS, TENNIS, VOLLEYBALL, AND BASKETBALL COURTS, JOGGING TRAILS AND PATHS, AND RELATED PARKING.
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT FORM 990 TO BE SUBMITTED TO ALL BOARD MEMBERS VIA ELECTRONIC PDF COPY, COMMENTS TO BE INVITED, IF NECESSARY CHANGES TO BE MADE - REVISED COPY TO BE DISTRIBUTED, BARRING OBJECTION FROM THE BOARD, FORM 990 TO BE FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS OF THE ASSOCIATION CAN BE REACHED AT THE FOLLOWING ADDRESSES: Chip Erickson: 303 Sacramento Street, 4th Floor San Francisco, CA 94111 DENNIS DOOLEY: One Capital Way Pennington, NJ 08534 John Chesley: 2350 Corporate Park Drive, Suite 110, Herndon, VA 20171 David Moore: 558 Sacramento Street, Suite 400, San Francisco, CA 94111 Rober Bianchetti: 2350 Corporate Park Drive, Herndon, VA 20171 Ross Ullman: 7621 Little Avenue, Suite 200, Charlotte, NC 28226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are six voting members for the association at the end of 2014: Capital Health System, CF Hopewell, ARC - DB5prop001 LLC, AREP Hopewell LLC, AREP Hopewell POD D LLC, Cole of Hopewell LLC, ARC-DB5prop001. The trustees listed in Part VII, Section A are the representatives delegated by the members of the association to oversee the voting process as well as place individual votes on behalf of the six voting members. Except for Chip Erickson, the board members are voting members. John Chesly casts votes on behalf of AREP Hopewell POD D LLC, and Dennis Dooley casts votes on behalf of Capital Health System.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 - PART VII, SECTION A
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01136080
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215514
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0303 SACRAMENTO ST 4TH FLOOR
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094111
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIP ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09062741926
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHFIELDS OWNERS ASSOCIATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DOUGLAS TANCHAK - JLL
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0273563708
ReturnHeader/Filer/InCareOfNm0% DOUGLAS TANCHAK
ReturnHeader/Filer/PhoneNum06099021920
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 SHEFFIELD LANE
ReturnHeader/Filer/USAddress/CityNm0PENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUM SMITH BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 VAUGHN DR STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRINCETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0085406313
ReturnHeader/PreparerPersonGrp/PhoneNum06095201188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C COYNE
ReturnHeader/ReturnTs02015-10-20T14:35:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,514
Liabilities
$0
Net assets
$215,514
Revenue
$1,378,103
Expenses
$1,335,055
Net income
$43,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$2.01$1.93$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$2.85$2.47$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$1.69$1.85$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$1.85$1.93$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$1.94$1.85$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.50$1.50$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$1.78$1.55$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.23$1.44$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.38$1.34$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.24$1.25$0.01