Civic Intelligence

Arrowhead Woods Architectural Committee

990EZ • Fiscal year 2019 • EIN 33-0208452

May 01, 2018 to Apr 30, 2019 • Filed on Sep 12, 2019

PO Box 2026Lake Arrowhead, CA 92352

(909) 336-2755

Siviq Scores

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

Liabilities / Assets

99th percentile

3.11x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.79x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$72,908

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$38,737

Down $5 (-0.0%) from 2018

Net Assets

Up

-$81,788

Up $5,966 (+6.8%) from 2018

Liabilities

Down

$120,525

Down $5,971 (-4.7%) from 2018

Revenue

Up

$153,320

Up $20,630 (+16%) from 2018

Expenses

Up

$147,354

Up $22,777 (+18%) from 2018

Net Income

Down

$5,966

Down $2,147 (-26%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2011: $15,952Liabilities 2011: $78,636Net Assets 2011: -$62,6842011Assets 2012: $17,030Liabilities 2012: $76,299Net Assets 2012: -$59,2692012Assets 2014: $64,355Liabilities 2014: $101,567Net Assets 2014: -$37,2122014Assets 2015: $73,379Liabilities 2015: $114,501Net Assets 2015: -$41,1222015Assets 2016: $42,369Liabilities 2016: $123,688Net Assets 2016: -$81,3192016Assets 2018: $38,742Liabilities 2018: $126,496Net Assets 2018: -$87,7542018Assets 2019: $38,737Liabilities 2019: $120,525Net Assets 2019: -$81,7882019Assets 2020: $37,543Liabilities 2020: $1,943Net Assets 2020: $35,6002020Assets 2021: $59,910Liabilities 2021: $2,228Net Assets 2021: $57,6822021Assets 2022: $138,027Liabilities 2022: $1,355Net Assets 2022: $136,6722022Assets 2025: $30,812Liabilities 2025: $19,500Net Assets 2025: $11,3122025

Highlighted filing

2019

Assets$38,737
Liabilities$120,525
Net Assets-$81,788

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $101,047Expenses 2011: $126,982Net Income 2011: -$25,9352011Revenue 2012: $109,771Expenses 2012: $106,356Net Income 2012: $3,4152012Revenue 2014: $136,141Expenses 2014: $114,743Net Income 2014: $21,3982014Revenue 2015: $112,436Expenses 2015: $116,346Net Income 2015: -$3,9102015Revenue 2016: $110,675Expenses 2016: $150,872Net Income 2016: -$40,1972016Revenue 2018: $132,690Expenses 2018: $124,577Net Income 2018: $8,1132018Revenue 2019: $153,320Expenses 2019: $147,354Net Income 2019: $5,9662019Revenue 2020: $128,550Expenses 2020: $131,687Net Income 2020: -$3,1372020Revenue 2021: $210,023Expenses 2021: $187,941Net Income 2021: $22,0822021Revenue 2022: $265,140Expenses 2022: $186,150Net Income 2022: $78,9902022Revenue 2025: $115,783Expenses 2025: $164,285Net Income 2025: -$48,5022025

Highlighted filing

2019

Revenue$153,320
Expenses$147,354
Net Income$5,966
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$153,320
Mission and Program Overview

Mission

To enforce the covenants, conditions and restrictions in arrowhead woods.

Program Services

DescriptionGrantsExpenses
REVIEW OF APPROXIMATELY 570 APPLICATIONS FOR A VARIETY OF IMPROVEMENTS, INCLUDING NEW HOMES, REMODELS, FENCING, PAINT, ROOF, RETAINING WALLS, TREE TRIMMING/REMOVAL AND OTHER EXTERIOR IMPROVEMENTS.$0$67,242
INSPECTION OF PROPERTY AND TREES FOR COMPLIANCE WITH ENVIRONMENTAL OBJECTIVES OF ORGANIZATION. AWAC PERFORMED APPROXIMATELY 700 INSPECTIONS FOR THE YEAR ENDED APRIL 30, 2018.$0$46,107
PUBLICATION OF HANDBOOKS/BROCHURES CONCERNING ARCHITECTURAL GUIDELINES, TREE PRESERVATION AND SIMILAR MATTERS. EDUCATIONAL MATTERS AND MATERIALS REGARDING FIRE SAFETY.$0$2,542
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY LIPPERTSecretary/TreasurerPT$72,908-$72,908
ALAN REILLYDirector-$0--
RICH SCOTTPresident-$0--
CRYSTAL UPTONVice President-$0--
BOB PARKINSONDirector-$0--
JACKI STANFIELDDirector-$0--
JIM TAYLORDirector-$0--
ALLISON BANNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arrowhead Woods
EIN
33-0208452
Phone
9093362755
Address
PO BOX 2026, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Stacey Lippert
Title
Secretary/treasurer
Phone
9093374231
Signed
2019-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Soren Mcadam Llp
Address
2068 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Cindy R Watts
Phone
9097982222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meeting expense. Amount: 1,534. Description: insurance premiums. Amount: 5,553. Description: taxes/filings. Amount: 80. Description: office expenses. Amount: 3,604. Description: marketing and advertising. Amount: 3,150. Description: web site. Amount: 315. Description: payroll taxes. Amount: 5,095. Description: alarm service. Amount: 433. Description: bank fee. Amount: 25. Total to form 990-ez, line 16: 19,789.

Form 990-ez, Part II, Line 24 - Other Assets

Description: payroll tax receivable. Beg. Of year amount: 0. End of year amount: 1,022.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: construction deposits. Beg. Of year amount: 125,600. End of year amount: 120,525. Description: payroll tax liability. Beg. Of year amount: 896. End of year amount: 0.

Raw XML Appendix159 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/BusinessName/BusinessNameLine1Txt0STACEY LIPPERT
IRS990EZ/BooksInCareOfDetail/PhoneNum09093362755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2026
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ARROWHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092352
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037715
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05966
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038737
IRS990EZ/GrossReceiptsAmt0153320
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-87754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-81788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-87754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-81788
IRS990EZ/OccupancyRentUtltsAndMaintAmt010543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt072908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY LIPPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICH SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRYSTAL UPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOB PARKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKI STANFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALLISON BANNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01022
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019789
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENFORCE THE COVENANTS, CONDITIONS AND RESTRICTIONS IN ARROWHEAD WOODS.
IRS990EZ/PrintingPublicationsPostageAmt0614
IRS990EZ/ProgramServiceRevenueAmt0153320
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INSPECTION OF PROPERTY AND TREES FOR COMPLIANCE WITH ENVIRONMENTAL OBJECTIVES OF ORGANIZATION. AWAC PERFORMED APPROXIMATELY 700 INSPECTIONS FOR THE YEAR ENDED APRIL 30, 2018.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REVIEW OF APPROXIMATELY 570 APPLICATIONS FOR A VARIETY OF IMPROVEMENTS, INCLUDING NEW HOMES, REMODELS, FENCING, PAINT, ROOF, RETAINING WALLS, TREE TRIMMING/REMOVAL AND OTHER EXTERIOR IMPROVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLICATION OF HANDBOOKS/BROCHURES CONCERNING ARCHITECTURAL GUIDELINES, TREE PRESERVATION AND SIMILAR MATTERS. EDUCATIONAL MATTERS AND MATERIALS REGARDING FIRE SAFETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046107
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167242
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22542
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt072908
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0126496
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0120525
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0147354
IRS990EZ/TotalProgramServiceExpensesAmt0115891
IRS990EZ/TotalRevenueAmt0153320
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AWAC.BIZ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSE. AMOUNT: 1,534. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 5,553. DESCRIPTION: TAXES/FILINGS. AMOUNT: 80. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,604. DESCRIPTION: MARKETING AND ADVERTISING. AMOUNT: 3,150. DESCRIPTION: WEB SITE. AMOUNT: 315. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,095. DESCRIPTION: ALARM SERVICE. AMOUNT: 433. DESCRIPTION: BANK FEE. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 19,789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYROLL TAX RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONSTRUCTION DEPOSITS. BEG. OF YEAR AMOUNT: 125,600. END OF YEAR AMOUNT: 120,525. DESCRIPTION: PAYROLL TAX LIABILITY. BEG. OF YEAR AMOUNT: 896. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY LIPPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09093374231
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARROWHEAD WOODS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ARCHITECTURAL COMMITTEE INC
ReturnHeader/Filer/BusinessNameControlTxt0ARRO
ReturnHeader/Filer/EIN0330208452
ReturnHeader/Filer/PhoneNum09093362755
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2026
ReturnHeader/Filer/USAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092352
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA81ABBEBAB1B641009B13914ACC414585F68CE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04114CBBEA23848A7AFE5AA0D2533DA7EC1429255
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.51.36.98
ReturnHeader/FilingSecurityInformation/IPDt02019-09-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:47:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770549163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOREN MCADAM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02068 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09097982222
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY R WATTS
ReturnHeader/ReturnTs02019-09-16T16:01:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

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Filings