Civic Intelligence

Foothill Business Association

990 • Fiscal year 2020 • EIN 33-0397663

Feb 01, 2019 to Jan 31, 2020 • Filed on Nov 18, 2020

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

96th percentile

1.09x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.41x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

19th percentile

-11%

Higher net margin than 19% 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

11th percentile

-9.3%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

65th percentile

7.8%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$1,636,015

Down $168,602 (-9.3%) from 2019

Net Assets

Down

-$146,846

Down $1,792,415 (-109%) from 2019

Liabilities

Up

$1,782,861

Up $1,623,813 (+1021%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin19th percentile

Revenue

Up

$1,267,613

Up $91,975 (+7.8%) from 2019

Expenses

Up

$1,402,296

Up $303,014 (+28%) from 2019

Net Income

Down

-$134,683

Down $211,039 (-276%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2016: $1,711,403Liabilities 2016: $224,476Net Assets 2016: $1,486,9272016Assets 2017: $1,755,661Liabilities 2017: $186,723Net Assets 2017: $1,568,9382017Assets 2018: $1,714,626Liabilities 2018: $145,413Net Assets 2018: $1,569,2132018Assets 2019: $1,804,617Liabilities 2019: $159,048Net Assets 2019: $1,645,5692019Assets 2020: $1,636,015Liabilities 2020: $1,782,861Net Assets 2020: -$146,8462020Assets 2021: $1,824,726Liabilities 2021: $1,896,965Net Assets 2021: -$72,2392021Assets 2022: $1,363,357Liabilities 2022: $54,605Net Assets 2022: $1,308,7522022Assets 2023: $1,300,239Liabilities 2023: $54,605Net Assets 2023: $1,245,6342023Assets 2024: $1,293,075Liabilities 2024: $54,605Net Assets 2024: $1,238,4702024Assets 2025: $1,303,740Liabilities 2025: $54,605Net Assets 2025: $1,249,1352025

Highlighted filing

2020

Assets$1,636,015
Liabilities$1,782,861
Net Assets-$146,846
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,135,953Expenses 2016: $982,072Net Income 2016: $153,8812016Revenue 2017: $1,203,042Expenses 2017: $1,121,031Net Income 2017: $82,0112017Revenue 2018: $1,182,153Expenses 2018: $1,181,878Net Income 2018: $2752018Revenue 2019: $1,175,638Expenses 2019: $1,099,282Net Income 2019: $76,3562019Revenue 2020: $1,267,613Expenses 2020: $1,402,296Net Income 2020: -$134,6832020Revenue 2021: $1,177,551Expenses 2021: $1,102,944Net Income 2021: $74,6072021Revenue 2022: $1,377,715Expenses 2022: $1,320,102Net Income 2022: $57,6132022Revenue 2023: $1,175,492Expenses 2023: $1,175,163Net Income 2023: $3292023Revenue 2024: $1,241,211Expenses 2024: $1,195,917Net Income 2024: $45,2942024Revenue 2025: $1,183,445Expenses 2025: $1,236,794Net Income 2025: -$53,3492025

Highlighted filing

2020

Revenue$1,267,613
Expenses$1,402,296
Net Income-$134,683
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Nov 18, 2020
Return Version
2019v5.1
Gross Receipts
$1,267,613
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 general public, 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$1,657,732$0▼ $1,657,732
Cash and Non-Interest-Bearing Accounts$1,791,312$1,603,218▼ $188,094
Accounts Receivable$4,103$20,995▲ $16,892
Prepaid Expenses and Deferred Charges$9,202$11,802▲ $2,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$-12,163$-146,846▼ $134,683
Total Assets$1,804,617$1,636,015▼ $168,602
Liabilities
Deferred Revenue$49,690$1,647,867▲ $1,598,177
Accounts Payable and Accrued Expenses$59,753$85,389▲ $25,636
Escrow Account Liability$49,605$49,605→ $0
Total Liabilities$159,048$1,782,861▲ $1,623,813
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,645,569$-146,846▼ $1,792,415
Total Liabilities and Net Assets / Fund Balance$1,804,617$1,636,015▼ $168,602
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Bob SearlesPresident
Sandy DiazVice President
Deborah HonMember at Large
Julie EdmistonSecretary
Iman JonesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Park West Landscape Maintenance INCLandscape Services22421 GILBERTO SUITE A, Rancho Santa Margarita, CA 92688$745,151
Park West Tree Care INCTree Maintenance22421 GILBERTO SUITE A, Rancho Santa Margarita, CA 92688$221,535
Irvine Ranch Water DistrictWater - UtilityPO BOX 51403, Los Angeles, CA 90051$189,126
Firstservice Residential INCProperty Management15241 LAGUNA CANYON RD, Irvine, CA 92618$116,803
Revenue and Support

Revenue Composition

Contributions and Grants
$1,246,787
Program Service Revenue
$12,213
Investment Income
$8,613
Other Revenue
$0
Change in Net Assets
$-134,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,267,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,267,613
Total Revenue per Form 990
$1,267,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,402,296
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-$88,224-$88,224
All Other Expenses$69,242$18,886-$88,128
Other Expenses$32,400--$32,400
Insurance$12,231--$12,231
Fees for Services Legal$9,780--$9,780
Total Functional Expenses$1,295,186$107,110$0$1,402,296

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,402,296
Total Expenses per Audited Statements$1,402,296
Total Expenses per Form 990$1,402,296
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
Foothill Business Association
EIN
33-0397663
Phone
9494486000
Address
15241 LAGUNA CANYON RD, IRVINE, CA 92618

Signing Officer

Name
Iman Jones
Title
Treasurer
Phone
9494486000
Signed
2020-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Searles
Formed
1990
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Revenue recognition adjustment in compliance with asc 606 -1,657,732.”

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 architectural 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 Appendix374 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/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/PYTotalRevenueAmt01175638
IRS990/ReconcilationRevenueExpnssAmt0-134683
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
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
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IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt049605
IRS990ScheduleD/DistributionsDuringYearAmt00
IRS990ScheduleD/EndingBalanceAmt049605
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01267613
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 ARCHITECTURAL 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/TotalExpensesPerForm990Amt01402296
IRS990ScheduleD/TotalRevenuePerForm990Amt01267613
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01267613
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01402296
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/ExplanationTxt8REVENUE RECOGNITION ADJUSTMENT IN COMPLIANCE WITH ASC 606 -1,657,732.
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
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IRS990/TotalAssetsGrp/BOYAmt01804617
IRS990/TotalAssetsGrp/EOYAmt01636015
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01246787
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01295186
IRS990/TotalFunctionalExpensesGrp/TotalAmt01402296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0159048
IRS990/TotalLiabilitiesEOYAmt01782861
IRS990/TotalLiabilitiesGrp/BOYAmt0159048
IRS990/TotalLiabilitiesGrp/EOYAmt01782861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01645569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-146846
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt012213
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt012213
IRS990/TotalProgramServiceExpensesAmt01295186
IRS990/TotalProgramServiceRevenueAmt012213
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01267613
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01636015
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IMAN JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOOTHILL BUSINESS ASSOCIATION
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ReturnHeader/FilingSecurityInformation/IPTm018:36:29
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/PreparationDt02020-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS E SHIVELY CPA
ReturnHeader/ReturnTs02020-12-09T12:45:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
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
$1,636,015
Liabilities
$1,782,861
Net assets
-$146,846
Revenue
$1,267,613
Expenses
$1,402,296
Net income
-$134,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.25$1.18$1.24$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$1.24$1.20$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.25$1.18$1.18$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.31$1.38$1.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$1.90$0.07$1.18$1.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.78$0.15$1.27$1.40$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.16$1.65$1.18$1.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.15$1.57$1.18$1.18$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.19$1.57$1.20$1.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.22$1.49$1.14$0.98$0.15