Civic Intelligence

Shorecliffs Mobile Home Owners

990 • Fiscal year 2023 • EIN 33-0530208

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

PO Box 939Lake Forest, CA 92609

(949) 346-9999

Siviq Scores

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

Liabilities / Assets

94th percentile

0.88x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.87x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

2.7%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

36th percentile

0.2%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

9.9%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,063,920

Up $2,249 (+0.2%) from 2022

Net Assets

Up

$124,227

Up $29,140 (+31%) from 2022

Liabilities

Down

$939,693

Down $26,891 (-2.8%) from 2022

Revenue

Up

$1,082,069

Up $97,894 (+9.9%) from 2022

Expenses

Up

$1,052,929

Up $83,522 (+8.6%) from 2022

Net Income

Up

$29,140

Up $14,372 (+97%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2018: $1,235,608Liabilities 2018: $158,745Net Assets 2018: $1,076,8632018Assets 2020: $1,115,419Liabilities 2020: $992,192Net Assets 2020: $123,2272020Assets 2021: $1,142,355Liabilities 2021: $1,062,036Net Assets 2021: $80,3192021Assets 2022: $1,061,671Liabilities 2022: $966,584Net Assets 2022: $95,0872022Assets 2023: $1,063,920Liabilities 2023: $939,693Net Assets 2023: $124,2272023Assets 2024: $1,250,779Liabilities 2024: $1,131,309Net Assets 2024: $119,4702024

Highlighted filing

2023

Assets$1,063,920
Liabilities$939,693
Net Assets$124,227

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,094,188Expenses 2018: $1,087,723Net Income 2018: $6,4652018Revenue 2020: $1,254,720Expenses 2020: $1,233,014Net Income 2020: $21,7062020Revenue 2021: $802,896Expenses 2021: $914,888Net Income 2021: -$111,9922021Revenue 2022: $984,175Expenses 2022: $969,407Net Income 2022: $14,7682022Revenue 2023: $1,082,069Expenses 2023: $1,052,929Net Income 2023: $29,1402023Revenue 2024: $974,155Expenses 2024: $978,912Net Income 2024: -$4,7572024

Highlighted filing

2023

Revenue$1,082,069
Expenses$1,052,929
Net Income$29,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$1,082,069
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 shorecliffs terrace community, civic betterments and social improvements for an architecturally beautiful appearance and community oriented amenities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$644,094$738,063▲ $93,969
Cash and Non-Interest-Bearing Accounts$381,715$276,928▼ $104,787
Cap Stk Tr Prin Current Funds$95,087$124,227▲ $29,140
Prepaid Expenses and Deferred Charges$16,188$26,494▲ $10,306
Accounts Receivable$14,810$16,956▲ $2,146
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,061,671$1,063,920▲ $2,249
Other Assets Total$4,864$5,479▲ $615
Liabilities
Deferred Revenue$920,512$900,442▼ $20,070
Accounts Payable and Accrued Expenses$28,901$36,868▲ $7,967
Escrow Account Liability$17,000--
Other Liabilities$171$2,383▲ $2,212
Total Liabilities$966,584$939,693▼ $26,891
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,087$124,227▲ $29,140
Total Liabilities and Net Assets / Fund Balance$1,061,671$1,063,920▲ $2,249

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$110,624$110,624
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert LoftusPresident
G Mack WesnerVice President
Roger HudsonDirector at Large
Susan NewtonDirector at Large
Warren ThurnDirector at Large
Rita DeforrestSecretary
Addelle HutakTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bemus Landscape INCLandscape ServicePO BOX 74268, San Clemente, CA 92673$179,206
Revenue and Support

Revenue Composition

Contributions and Grants
$791,754
Program Service Revenue
$130,296
Investment Income
$36,880
Other Revenue
$123,139
Change in Net Assets
$29,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,082,069
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,082,069
Total Revenue per Form 990
$1,082,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,052,929
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$222,590$56,091-$278,681
Other Expenses$105,039$209,378-$105,039
Fees for Services Legal$36,205--$36,205
Fees for Services Management-$31,200-$31,200
Insurance$21,198--$21,198
Office Expenses$11,256--$11,256
Fees for Services Accounting-$4,900-$4,900
Total Functional Expenses$751,360$301,569$0$1,052,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,052,929
Total Expenses per Audited Statements$1,052,929
Total Expenses per Form 990$1,052,929
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State (ca) Income Taxes Payable$2,383
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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 12C

Board members are required to abide by a board member code of conduct agreement. The agreement details various fiduciary duties each board member is responsible for, standards of ethics each board member is expected to uphold, as well as a clause detailing consequences for any violation of these policies.

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
Shorecliffs Terrace Inc
EIN
33-0530208
Phone
9493469999
Address
PO BOX 939, LAKE FOREST, CA 92609

Signing Officer

Name
Robert Loftus
Title
President
Phone
9493469999
Signed
2024-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Loftus
Formed
1992
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
42

Preparer

Firm
INOUYE SHIVELY KLATT & MCCORVEY CPA'S
Address
23282 MILL CREEK DR STE 200, LAGUNA HILLS, CA 92653
Preparer
Jefferey a Klatt CPA
Phone
9495866640
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Pool/spa services: program service expenses 61,002. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,002. General and administrative: program service expenses 0. Management and general expenses 56,091. Fundraising expenses 0. Total expenses 56,091. Electricity: program service expenses 26,240. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,240. General maintenance and repairs: program service expenses 25,497. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,497. Utilities and slopes: program service expenses 25,403. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,403. Refuse: program service expenses 23,781. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,781. Gas: program service expenses 19,511. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,511. Security/patrol services: program service expenses 11,304. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,304. Income taxes: program service expenses 6,187. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,187. Janitorial services: program service expenses 5,796. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,796. Clubhouse: program service expenses 4,960. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,960. Pest control: program service expenses 4,270. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,270. Street sweeping: program service expenses 4,042. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,042. Internet and tv service: program service expenses 2,731. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,731. Telephone: program service expenses 1,843. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,843. Bad debt: program service expenses 23. Management and general expenses 0. Fundraising expenses 0. Total expenses 23.

Form 990, Part XII, Line 2C

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

Financial Statement Notes

PART IV, LINE 2B:

Members are asked to pay a refundable deposit prior to beginning any architectural modifications of their residence. Additionally, members are asked to submit their modification plans and specifications to the architectural committee for review.

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085249
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt134550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23340
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03340
IRS990/OtherRevenueTotalAmt0123139
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016188
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026494
IRS990/PrincipalOfficerNm0ROBERT LOFTUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0UTILITY REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM SERVICE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt147190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt147190
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0773924
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04145
IRS990/PYOtherExpensesAmt0969407
IRS990/PYOtherRevenueAmt0123852
IRS990/PYProgramServiceRevenueAmt082254
IRS990/PYRevenuesLessExpensesAmt014768
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0969407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0984175
IRS990/ReconcilationRevenueExpnssAmt029140
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0286975
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0644094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0738063
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/AdditionsDuringYearAmt00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt017000
IRS990ScheduleD/DistributionsDuringYearAmt017000
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01052929
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0110624
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0110624
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0STATE (CA) INCOME TAXES PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01082069
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE ASKED TO PAY A REFUNDABLE DEPOSIT PRIOR TO BEGINNING ANY ARCHITECTURAL MODIFICATIONS OF THEIR RESIDENCE. ADDITIONALLY, MEMBERS ARE ASKED TO SUBMIT THEIR MODIFICATION PLANS AND SPECIFICATIONS TO THE ARCHITECTURAL COMMITTEE FOR REVIEW.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01052929
IRS990ScheduleD/TotalLiabilityAmt02383
IRS990ScheduleD/TotalRevenuePerForm990Amt01082069
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01082069
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01052929
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/ExplanationTxt5BOARD MEMBERS ARE REQUIRED TO ABIDE BY A BOARD MEMBER CODE OF CONDUCT AGREEMENT. THE AGREEMENT DETAILS VARIOUS FIDUCIARY DUTIES EACH BOARD MEMBER IS RESPONSIBLE FOR, STANDARDS OF ETHICS EACH BOARD MEMBER IS EXPECTED TO UPHOLD, AS WELL AS A CLAUSE DETAILING CONSEQUENCES FOR ANY VIOLATION OF THESE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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/ExplanationTxt7ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POOL/SPA SERVICES: PROGRAM SERVICE EXPENSES 61,002. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,002. GENERAL AND ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,091. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,091. ELECTRICITY: PROGRAM SERVICE EXPENSES 26,240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,240. GENERAL MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 25,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,497. UTILITIES AND SLOPES: PROGRAM SERVICE EXPENSES 25,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,403. REFUSE: PROGRAM SERVICE EXPENSES 23,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,781. GAS: PROGRAM SERVICE EXPENSES 19,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,511. SECURITY/PATROL SERVICES: PROGRAM SERVICE EXPENSES 11,304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,304. INCOME TAXES: PROGRAM SERVICE EXPENSES 6,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,187. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 5,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,796. CLUBHOUSE: PROGRAM SERVICE EXPENSES 4,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,960. PEST CONTROL: PROGRAM SERVICE EXPENSES 4,270. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,270. STREET SWEEPING: PROGRAM SERVICE EXPENSES 4,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,042. INTERNET AND TV SERVICE: PROGRAM SERVICE EXPENSES 2,731. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,731. TELEPHONE: PROGRAM SERVICE EXPENSES 1,843. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,843. BAD DEBT: PROGRAM SERVICE EXPENSES 23. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE PROCESS OF OVERSIGHT OF THE ASSOCIATION'S REVIEW 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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01061671
IRS990/TotalAssetsEOYAmt01063920
IRS990/TotalAssetsGrp/BOYAmt01061671
IRS990/TotalAssetsGrp/EOYAmt01063920
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0791754
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0301569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0751360
IRS990/TotalFunctionalExpensesGrp/TotalAmt01052929
IRS990/TotalGrossUBIAmt03340
IRS990/TotalLiabilitiesBOYAmt0966584
IRS990/TotalLiabilitiesEOYAmt0939693
IRS990/TotalLiabilitiesGrp/BOYAmt0966584
IRS990/TotalLiabilitiesGrp/EOYAmt0939693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0751360
IRS990/TotalProgramServiceRevenueAmt0130296
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01082069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03340
IRS990/TotalVolunteersCnt042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01061671
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01063920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 939
IRS990/USAddress/CityNm0LAKE FOREST
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092609
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LOFTUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09493469999
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHORECLIFFS TERRACE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PROACTIVE
ReturnHeader/Filer/BusinessNameControlTxt0SHOR
ReturnHeader/Filer/EIN0330530208
ReturnHeader/Filer/PhoneNum09493469999
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 939
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330382278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INOUYE SHIVELY KLATT & MCCORVEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023282 MILL CREEK DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09495866640
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFEREY A KLATT CPA

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