Civic Intelligence

Excelsior Estates Condominium Homeowner'S Association

EIN 33-0546488 • 501(c)3 • Norwalk, CA

Profile

HOMEOWNERS ASSOCIATION

11447 1/2 Excelsior DrNorwalk, CA 90650
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

11th percentile

-95%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

0.3%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,860

Up $6,637 (+11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$65,860

Up $6,637 (+11%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$81,725

Up $6,423 (+8.5%) from 2021

Expenses

Down

$75,088

Down $2,731 (-3.5%) from 2021

Net Income

Up

$6,637

Up $9,154 (+364%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $61,740Net Assets 2020: $61,7402020Assets 2021: $59,223Net Assets 2021: $59,2232021Assets 2022: $65,860Net Assets 2022: $65,8602022

Highlighted filing

2022

Assets$65,860
Liabilities-
Net Assets$65,860
Open 2022 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $75,475Expenses 2020: $70,589Net Income 2020: $4,8862020Revenue 2021: $75,302Expenses 2021: $77,819Net Income 2021: -$2,5172021Revenue 2022: $81,725Expenses 2022: $75,088Net Income 2022: $6,6372022

Highlighted filing

2022

Revenue$81,725
Expenses$75,088
Net Income$6,637
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,860
Liabilities
-
Net assets
$65,860
Revenue
$81,725
Expenses
$75,088
Net income
$6,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$65.9$65.9$81.7$75.1$6.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$59.2$75.3$77.8$2.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$61.7$75.5$70.6$4.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 13, 2023
Return Version
2022v4.1
Gross Receipts
$81,725
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
HOMEOWNERS WELFARE--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY CHUDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Estates Condominium Homeowner's Association
EIN
33-0546488
Address
11447 1/2 EXCELSIOR DR, Norwalk, CA 90650

Signing Officer

Name
Jenny Chu
Title
Director
Signed
2023-03-13
Discuss with paid preparer
No

Preparer

Firm
Roger Hong CPA
Address
1201 S BEACH BLVD 210, LA HABRA, CA 90631
Preparer
Roger Hong
Phone
5628654002
Supplemental Narrative

Additional Explanations

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

“Telephone 920”

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

“Repair 696”

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

“Roofing Serive 1,000”

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

“Pest Control 1,200”

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

“Insurance 39,994”

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

“Trash Service 9,703”

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

“Accounting Fee 350”

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

“Utilities 6,518”

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

“Cleaning Maintenance 9,825”

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

“Management Fee 4,882”

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY CHU
IRS990EZ/BooksInCareOfDetail/PhoneNum05628818422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011443 1/2 EXCELSIOR DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059223
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06637
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059223
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065860
IRS990EZ/GrossReceiptsAmt081725
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt081725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065860
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065860
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY CHU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOMEOWNERS WELFARE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt075088
IRS990EZ/TotalRevenueAmt081725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Telephone 920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Repair 696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Roofing Serive 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Pest Control 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 39,994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trash Service 9,703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounting Fee 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Utilities 6,518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Cleaning Maintenance 9,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Management Fee 4,882
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CHU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excelsior Estates Condominium Homeowner's Association
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0330546488
ReturnHeader/Filer/USAddress/AddressLine1Txt011447 1/2 EXCELSIOR DR
ReturnHeader/Filer/USAddress/CityNm0Norwalk
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090650
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330547816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGER HONG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 S BEACH BLVD 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA HABRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090631
ReturnHeader/PreparerPersonGrp/PhoneNum05628654002
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER HONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-13T02:29:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHU
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits