Civic Intelligence

Califia Homeowners Association

990 • Fiscal year 2020 • EIN 33-0350676

Dec 01, 2019 to Nov 30, 2020 • Filed on Aug 26, 2021

Organization ProfileN/A
15241 Laguna Canyon RdIrvine, CA 92618

(949) 448-6000

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.87x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

2.28x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

0.1%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,394,063

Up $356,246 (+17%) from 2019

Net Assets

Down

$302,975

Down $1,635,528 (-84%) from 2019

Liabilities

Up

$2,091,088

Up $1,991,774 (+2006%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin32nd percentile

Revenue

Down

$918,776

Down $332,261 (-27%) from 2019

Expenses

Down

$917,681

Down $30,575 (-3.2%) from 2019

Net Income

Down

$1,095

Down $301,686 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $1,818,955Liabilities 2016: $83,156Net Assets 2016: $1,735,7992016Assets 2017: $1,572,263Liabilities 2017: $81,161Net Assets 2017: $1,491,1022017Assets 2018: $1,772,805Liabilities 2018: $137,083Net Assets 2018: $1,635,7222018Assets 2019: $2,037,817Liabilities 2019: $99,314Net Assets 2019: $1,938,5032019Assets 2020: $2,394,063Liabilities 2020: $2,091,088Net Assets 2020: $302,9752020Assets 2021: $2,674,935Liabilities 2021: $2,395,842Net Assets 2021: $279,0932021Assets 2022: $2,688,697Liabilities 2022: $72,121Net Assets 2022: $2,616,5762022Assets 2023: $3,131,995Liabilities 2023: $83,682Net Assets 2023: $3,048,3132023Assets 2024: $3,870,576Liabilities 2024: $121,207Net Assets 2024: $3,749,3692024

Highlighted filing

2020

Assets$2,394,063
Liabilities$2,091,088
Net Assets$302,975
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,203,296Expenses 2016: $1,060,074Net Income 2016: $143,2222016Revenue 2017: $1,142,773Expenses 2017: $1,387,470Net Income 2017: -$244,6972017Revenue 2018: $1,223,719Expenses 2018: $1,079,099Net Income 2018: $144,6202018Revenue 2019: $1,251,037Expenses 2019: $948,256Net Income 2019: $302,7812019Revenue 2020: $918,776Expenses 2020: $917,681Net Income 2020: $1,0952020Revenue 2021: $1,027,264Expenses 2021: $1,051,146Net Income 2021: -$23,8822021Revenue 2022: $1,376,777Expenses 2022: $1,302,571Net Income 2022: $74,2062022Revenue 2023: $1,299,255Expenses 2023: $1,166,314Net Income 2023: $132,9412023Revenue 2024: $1,216,508Expenses 2024: $1,031,452Net Income 2024: $185,0562024

Highlighted filing

2020

Revenue$918,776
Expenses$917,681
Net Income$1,095
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Aug 26, 2021
Return Version
2019v5.2
Gross Receipts
$918,776
Mission and Program Overview

Mission

The specific and primary purposes of the association are to bring civic betterments and social improvements by providing for the preservation of the architecture and appearance of the community by owning, operating and maintaining the properties for use of all residents.

To provide and preserve for the use and enjoyment of the community, civic betterments and social improvements for an architecturally beautiful appearance and community oriented amenities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,636,623$0▼ $1,636,623
Savings and Temporary Cash Investments$26,000$1,525,000▲ $1,499,000
Cash and Non-Interest-Bearing Accounts$1,979,028$823,581▼ $1,155,447
Cap Stk Tr Prin Current Funds$301,880$302,975▲ $1,095
Prepaid Expenses and Deferred Charges$9,185$14,102▲ $4,917
Accounts Receivable$6,510$12,290▲ $5,780
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$2,037,817$2,394,063▲ $356,246
Other Assets Total$17,094$19,090▲ $1,996
Liabilities
Deferred Revenue$22,603$2,014,420▲ $1,991,817
Accounts Payable and Accrued Expenses$59,649$62,318▲ $2,669
Escrow Account Liability$16,650$14,350▼ $2,300
Other Liabilities$412$0▼ $412
Total Liabilities$99,314$2,091,088▲ $1,991,774
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,938,503$302,975▼ $1,635,528
Total Liabilities and Net Assets / Fund Balance$2,037,817$2,394,063▲ $356,246
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Andree AmlandPresident
Christopher GrayceVice President
T Carson FinicalMember at Large
Andrew BanksSecretary
Dirk WietstockTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Parkwest Landscape Maintenance INCLandscaping22421 GILBERTO A, Rancho Santa Margarita, CA 92688$406,427
Parkwest Tree Care INCLandscaping / Tree Care22421 GILBERTO A, Rancho Santa Margarita, CA 92688$162,663
Rancho Santa Margarita WaterWaterPO BOX 7005, Mission Viejo, CA 92690$146,214
Revenue and Support

Revenue Composition

Contributions and Grants
$883,725
Program Service Revenue
$18,679
Investment Income
$16,372
Other Revenue
$0
Change in Net Assets
$1,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$918,776
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$918,776
Total Revenue per Form 990
$918,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$917,681
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
Fees for Services Management-$131,322-$131,322
All Other Expenses$12,483$2,115-$14,598
Fees for Services Legal$12,905--$12,905
Insurance$11,210--$11,210
Other Expenses$8,000--$8,000
Fees for Services Accounting-$3,625-$3,625
Total Functional Expenses$780,619$137,062$0$917,681

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$917,681
Total Expenses per Audited Statements$917,681
Total Expenses per Form 990$917,681
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Association hires (under a competitive bid process approved by the board of directors) the services of a professional management company which manages the day to day administrative duties of the organization subject to the oversight of the board of directors. The management company acts as an agent for the association.”

Form 990, Part VI, Section A, Line 6

“As per the governing documents - residents become members by virtue of owning a unit in the community.”

Form 990, Part VI, Section A, Line 7A

“Members have voting rights accorded to then by virtue of owning a unit in the community as specified in the association's governing documents. The members elect a board of directors which provides oversight for the association business affairs as well as services provided by the management company.”

Form 990, Part VI, Section A, Line 7B

“The association's governing documents specify the various resolutions requiring membership approval. Most resolutions require only board of directors approval. The association complies with all state requirements for community interest developments regarding membership approval.”

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

“Association's board of directors reviews and approves the tax returns.”

Form 990, Part VI, Section B, Line 15

“The association has no employees. The association does not compensate its officers or board of directors. No policy or procedure for compensation is required.”

Form 990, Part VI, Section C, Line 18

“All documents required to be disclosed by the association are available upon request at the offices of its management company.”

Form 990, Part VI, Section C, Line 19

“All documents required to be disclosed by the association are available upon request at the offices of its management company.”

Filing and Contact Details

Filer

Filer Name
Califia Homeowners Association
EIN
33-0350676
Phone
9494486000
Address
15241 LAGUNA CANYON RD, IRVINE, CA 92618

Signing Officer

Name
Dirk Wietstock
Title
Treasurer
Phone
9494486000
Signed
2021-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andree Amland
Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
12

Preparer

Firm
Inouye Shively Klatt & Mccorvey Cpas Llp
Address
23041 AVENIDA DE LA CARLOTA 310, LAGUNA HILLS, CA 92653
Preparer
Barton E Mccorvey CPA
Phone
9495866640
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Allocation from reserves to liability in compliance with asc 606 -1,636,623.”

Form 990 Part XII, Line 2C

“The process of oversight of the association's audit preparation and approval has not changed during the current fiscal year.”

Financial Statement Notes

PART IV, LINE 2B:

“Improvements and alterations which alter the exterior appearance of a residence must first be approved by the association's architectural committee. Homeowners are also required to maintain the plants, shrubs, trees, and any other appropriate landscaping improvements, pursuant to plans and specifications approved by the architectural committee, on those portions of the owner's lot which are visible from any street. A refundable landscape deposit may be assessed in such circumstances, and is later refunded subject to an architerual review and upon approval by the architectural committee.”

Raw XML Appendix368 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.

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IRS990/ActivityOrMissionDesc0TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES.
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IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN ORANGE COUNTY, CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WHICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/RevenueAmt035051
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01636623
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01525000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MADE NO LOBBYING OR POLITICAL EXPENDITURES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE C
IRS990ScheduleD/AdditionsDuringYearAmt08950
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt016650
IRS990ScheduleD/DistributionsDuringYearAmt011250
IRS990ScheduleD/EndingBalanceAmt014350
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0917681
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0918776
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IMPROVEMENTS AND ALTERATIONS WHICH ALTER THE EXTERIOR APPEARANCE OF A RESIDENCE MUST FIRST BE APPROVED BY THE ASSOCIATION'S ARCHITECTURAL COMMITTEE. HOMEOWNERS ARE ALSO REQUIRED TO MAINTAIN THE PLANTS, SHRUBS, TREES, AND ANY OTHER APPROPRIATE LANDSCAPING IMPROVEMENTS, PURSUANT TO PLANS AND SPECIFICATIONS APPROVED BY THE ARCHITECTURAL COMMITTEE, ON THOSE PORTIONS OF THE OWNER'S LOT WHICH ARE VISIBLE FROM ANY STREET. A REFUNDABLE LANDSCAPE DEPOSIT MAY BE ASSESSED IN SUCH CIRCUMSTANCES, AND IS LATER REFUNDED SUBJECT TO AN ARCHITERUAL REVIEW AND UPON APPROVAL BY THE ARCHITECTURAL COMMITTEE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0917681
IRS990ScheduleD/TotalRevenuePerForm990Amt0918776
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0918776
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0917681
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSOCIATION HIRES (UNDER A COMPETITIVE BID PROCESS APPROVED BY THE BOARD OF DIRECTORS) THE SERVICES OF A PROFESSIONAL MANAGEMENT COMPANY WHICH MANAGES THE DAY TO DAY ADMINISTRATIVE DUTIES OF THE ORGANIZATION SUBJECT TO THE OVERSIGHT OF THE BOARD OF DIRECTORS. THE MANAGEMENT COMPANY ACTS AS AN AGENT FOR THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS PER THE GOVERNING DOCUMENTS - RESIDENTS BECOME MEMBERS BY VIRTUE OF OWNING A UNIT IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS HAVE VOTING RIGHTS ACCORDED TO THEN BY VIRTUE OF OWNING A UNIT IN THE COMMUNITY AS SPECIFIED IN THE ASSOCIATION'S GOVERNING DOCUMENTS. THE MEMBERS ELECT A BOARD OF DIRECTORS WHICH PROVIDES OVERSIGHT FOR THE ASSOCIATION BUSINESS AFFAIRS AS WELL AS SERVICES PROVIDED BY THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S GOVERNING DOCUMENTS SPECIFY THE VARIOUS RESOLUTIONS REQUIRING MEMBERSHIP APPROVAL. MOST RESOLUTIONS REQUIRE ONLY BOARD OF DIRECTORS APPROVAL. THE ASSOCIATION COMPLIES WITH ALL STATE REQUIREMENTS FOR COMMUNITY INTEREST DEVELOPMENTS REGARDING MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSOCIATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION HAS NO EMPLOYEES. THE ASSOCIATION DOES NOT COMPENSATE ITS OFFICERS OR BOARD OF DIRECTORS. NO POLICY OR PROCEDURE FOR COMPENSATION IS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALLOCATION FROM RESERVES TO LIABILITY IN COMPLIANCE WITH ASC 606 -1,636,623.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE PROCESS OF OVERSIGHT OF THE ASSOCIATION'S AUDIT PREPARATION AND APPROVAL HAS NOT CHANGED DURING THE CURRENT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02037817
IRS990/TotalAssetsEOYAmt02394063
IRS990/TotalAssetsGrp/BOYAmt02037817
IRS990/TotalAssetsGrp/EOYAmt02394063
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0883725
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0137062
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0780619
IRS990/TotalFunctionalExpensesGrp/TotalAmt0917681
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt099314
IRS990/TotalLiabilitiesEOYAmt02091088
IRS990/TotalLiabilitiesGrp/BOYAmt099314
IRS990/TotalLiabilitiesGrp/EOYAmt02091088
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01938503
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0302975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt018679
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt018679
IRS990/TotalProgramServiceExpensesAmt0780619
IRS990/TotalProgramServiceRevenueAmt018679
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0918776
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02037817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02394063
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015241 LAGUNA CANYON RD
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092618
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIRK WIETSTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494486000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFIA HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRSTSERVICE
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0330350676
ReturnHeader/Filer/PhoneNum09494486000
ReturnHeader/Filer/USAddress/AddressLine1Txt015241 LAGUNA CANYON RD
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330382278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INOUYE SHIVELY KLATT & MCCORVEY CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023041 AVENIDA DE LA CARLOTA 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09495866640
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARTON E MCCORVEY CPA
ReturnHeader/ReturnTs02021-10-06T11:26:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,394,063
Liabilities
$2,091,088
Net assets
$302,975
Revenue
$918,776
Expenses
$917,681
Net income
$1,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.12$3.75$1.22$1.03$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.08$3.05$1.30$1.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.07$2.62$1.38$1.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.67$2.40$0.28$1.03$1.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.39$2.09$0.30$0.92$0.92$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.10$1.94$1.25$0.95$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.14$1.64$1.22$1.08$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.08$1.49$1.14$1.39$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.08$1.74$1.20$1.06$0.14