Civic Intelligence

Pacific Knolls Homeowners Assoc

990 • Fiscal year 2016 • EIN 33-0576502

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 11, 2016

Organization Profile
15241 Laguna Canyon RoadIrvine, CA 92618

(949) 448-6000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

$1,584,279

No earlier filing loaded for comparison.

Net Assets

$1,557,607

No earlier filing loaded for comparison.

Liabilities

$26,672

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin82nd percentile

Revenue

$512,099

No earlier filing loaded for comparison.

Expenses

$351,514

No earlier filing loaded for comparison.

Net Income

$160,585

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,584,279Liabilities 2016: $26,672Net Assets 2016: $1,557,6072016Assets 2017: $1,735,587Liabilities 2017: $33,442Net Assets 2017: $1,702,1452017Assets 2019: $2,035,639Liabilities 2019: $30,366Net Assets 2019: $2,005,2732019Assets 2021: $2,149,747Liabilities 2021: $45,720Net Assets 2021: $2,104,0272021Assets 2022: $2,092,946Liabilities 2022: $58,175Net Assets 2022: $2,034,7712022Assets 2023: $2,226,619Liabilities 2023: $31,461Net Assets 2023: $2,195,1582023Assets 2024: $2,513,768Liabilities 2024: $62,977Net Assets 2024: $2,450,7912024Assets 2025: $2,809,739Liabilities 2025: $83,156Net Assets 2025: $2,726,5832025

Highlighted filing

2016

Assets$1,584,279
Liabilities$26,672
Net Assets$1,557,607
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2016: $512,099Expenses 2016: $351,514Net Income 2016: $160,5852016Revenue 2017: $528,961Expenses 2017: $384,423Net Income 2017: $144,5382017Revenue 2019: $572,097Expenses 2019: $371,214Net Income 2019: $200,8832019Revenue 2021: $653,391Expenses 2021: $622,259Net Income 2021: $31,1322021Revenue 2022: $795,146Expenses 2022: $721,190Net Income 2022: $73,9562022Revenue 2023: $630,891Expenses 2023: $553,407Net Income 2023: $77,4842023Revenue 2024: $592,503Expenses 2024: $475,170Net Income 2024: $117,3332024Revenue 2025: $618,295Expenses 2025: $502,147Net Income 2025: $116,1482025

Highlighted filing

2016

Revenue$512,099
Expenses$351,514
Net Income$160,585
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$512,099
Mission and Program Overview

Mission

To maintain and repair the common areas of the property and to arrange for the architectural control and preservation of the architecture and appearance of the community.

To provide and preserve for the use and enjoyment of the community, 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 the use of all

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,409,641$1,577,298▲ $167,657
Accounts Receivable$5,795$4,846▼ $949
Prepaid Expenses and Deferred Charges$2,416$2,135▼ $281
Total Assets$1,417,852$1,584,279▲ $166,427
Liabilities
Other Liabilities$15,482$20,494▲ $5,012
Accounts Payable and Accrued Expenses$5,348$6,178▲ $830
Total Liabilities$20,830$26,672▲ $5,842
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,018,176$1,148,904▲ $130,728
Unrestricted Net Assets$378,846$408,703▲ $29,857
Total Net Assets Fund Balance$1,397,022$1,557,607▲ $160,585
Total Liabilities and Net Assets / Fund Balance$1,417,852$1,584,279▲ $166,427
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Meri HoopingarnerPresident
Diane ShirokeDirector
Richard EppingTreasurer
Bryce PorterVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Valley Crest LandscapeLandscape MaintPO BOX 57515, Los Angeles, CA 90074-7515$104,074
Revenue and Support

Revenue Composition

Contributions and Grants
$505,979
Program Service Revenue
$0
Investment Income
$6,120
Other Revenue
$0
Change in Net Assets
$160,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$351,514
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$58,452--$58,452
All Other Expenses$50,765--$50,765
Other Expenses$19,853--$19,853
Fees for Services Other$18,362--$18,362
Insurance$7,561--$7,561
Fees for Services Legal$3,962--$3,962
Fees for Services Accounting$950--$950
Total Functional Expenses$351,514$0$0$351,514
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
Prepaid Assessments$20,494
Income Taxes Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 3

“Daily operations are managed by an independent management company.”

Form 990, Page 6, Part VI, Line 6

“Owners automatically become members.”

Form 990, Page 6, Part VI, Line 7A

“Annual meeting elections for owners to elect officers for the next year.”

Form 990, Page 6, Part VI, Line 7B

“Decisions meeting statutory or governing document limits require owners' approval.”

Form 990, Page 6, Part VI, Line 8A

“Elected board members review and approve board meeting minutes.”

Form 990, Page 6, Part VI, Line 11B

“Tax returns are reviewed by board members prior to mailing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Pacific Knolls Homeowners Assoc
EIN
33-0576502
Phone
9494486000
Address
15241 LAGUNA CANYON ROAD, IRVINE, CA 92618

Signing Officer

Name
Richard Epping
Title
Treasurer
Phone
9494486000
Signed
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Newman and Associates Inc
Address
3129 TIGER RUN CT STE 213, CARLSBAD, CA 92010-6513
Preparer
Jeremy Newman
Phone
7602744029
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide and preserve for the use and enjoyment of the community, 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 the use of all”

Form 990, Part IX, Line 24E

“Landscape replacement 13,608 0 0 pest control 10,500 0 0 sprinkler repair 8,307 0 0 bad debt 8,199 0 0 handyman 5,755 0 0 light repairs 2,459 0 0 electricity 865 0 0 landscape miscellaneous 585 0 0 state income tax 316 0 0 taxes & licenses 171 0 0”

Raw XML Appendix290 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05348
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06178
IRS990/AccountsReceivableGrp/BOYAmt05795
IRS990/AccountsReceivableGrp/EOYAmt04846
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, 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 THE USE OF ALL
IRS990/AllOtherExpensesGrp/ProgramServicesAmt050765
IRS990/AllOtherExpensesGrp/TotalAmt050765
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST SERVICE RESIDENTIAL
IRS990/BooksInCareOfDetail/PhoneNum09494486000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015241 LAGUNA CANYON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01409641
IRS990/CashNonInterestBearingGrp/EOYAmt01577298
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0104074
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 57515
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0900747515
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VALLEY CREST LANDSCAPE
IRS990/ContractorCompensationGrp/ServicesDesc0LANDSCAPE MAINT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0505979
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06120
IRS990/CYOtherExpensesAmt0351514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0160585
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0351514
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0512099
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, MAILBOXES, FENCES/GATES FOR THE COMMUNITY WITHIN THE CITY OF MISSION VIEJO, 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0950
IRS990/FeesForServicesAccountingGrp/TotalAmt0950
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03962
IRS990/FeesForServicesLegalGrp/TotalAmt03962
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt058452
IRS990/FeesForServicesManagementGrp/TotalAmt058452
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018362
IRS990/FeesForServicesOtherGrp/TotalAmt018362
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0BRYCE PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm1MERI HOOPINGARNER
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD EPPING
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE SHIROKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0512099
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07561
IRS990/InsuranceGrp/TotalAmt07561
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06120
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0505979
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, 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 THE USE OF ALL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01397022
IRS990/NetAssetsOrFundBalancesEOYAmt01557607
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRACT LANDSCAPE SERVIC
IRS990/OtherExpensesGrp/Desc1WATER
IRS990/OtherExpensesGrp/Desc2TREE MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MRR
IRS990/OtherExpensesGrp/ProgramServicesAmt0127750
IRS990/OtherExpensesGrp/ProgramServicesAmt133232
IRS990/OtherExpensesGrp/ProgramServicesAmt230627
IRS990/OtherExpensesGrp/ProgramServicesAmt319853
IRS990/OtherExpensesGrp/TotalAmt0127750
IRS990/OtherExpensesGrp/TotalAmt133232
IRS990/OtherExpensesGrp/TotalAmt230627
IRS990/OtherExpensesGrp/TotalAmt319853
IRS990/OtherLiabilitiesGrp/BOYAmt015482
IRS990/OtherLiabilitiesGrp/EOYAmt020494
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02416
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02135
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0351514
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0490560
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04182
IRS990/PYOtherExpensesAmt0373880
IRS990/PYProgramServiceRevenueAmt011727
IRS990/PYRevenuesLessExpensesAmt0132589
IRS990/PYTotalExpensesAmt0373880
IRS990/PYTotalRevenueAmt0506469
IRS990/ReconcilationRevenueExpnssAmt0160585
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAD NO POLITICAL OR LOBBYING EXPENDITURES
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020494
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID ASSESSMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INCOME TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt020494
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, 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 THE USE OF ALL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAILY OPERATIONS ARE MANAGED BY AN INDEPENDENT MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OWNERS AUTOMATICALLY BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL MEETING ELECTIONS FOR OWNERS TO ELECT OFFICERS FOR THE NEXT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DECISIONS MEETING STATUTORY OR GOVERNING DOCUMENT LIMITS REQUIRE OWNERS' APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELECTED BOARD MEMBERS REVIEW AND APPROVE BOARD MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX RETURNS ARE REVIEWED BY BOARD MEMBERS PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LANDSCAPE REPLACEMENT 13,608 0 0 PEST CONTROL 10,500 0 0 SPRINKLER REPAIR 8,307 0 0 BAD DEBT 8,199 0 0 HANDYMAN 5,755 0 0 LIGHT REPAIRS 2,459 0 0 ELECTRICITY 865 0 0 LANDSCAPE MISCELLANEOUS 585 0 0 STATE INCOME TAX 316 0 0 TAXES & LICENSES 171 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01018176
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01148904
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01417852
IRS990/TotalAssetsEOYAmt01584279
IRS990/TotalAssetsGrp/BOYAmt01417852
IRS990/TotalAssetsGrp/EOYAmt01584279
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0505979
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0351514
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351514
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020830
IRS990/TotalLiabilitiesEOYAmt026672
IRS990/TotalLiabilitiesGrp/BOYAmt020830
IRS990/TotalLiabilitiesGrp/EOYAmt026672
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01397022
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01557607
IRS990/TotalOtherProgSrvcExpenseAmt0351514
IRS990/TotalProgramServiceExpensesAmt0351514
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0512099
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01417852
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01584279
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0378846
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0408703
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD EPPING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09494486000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC KNOLLS HOMEOWNERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0330576502
ReturnHeader/Filer/PhoneNum09494486000
ReturnHeader/Filer/USAddress/AddressLine1Txt015241 LAGUNA CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03129 TIGER RUN CT STE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920106513
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02016-10-13T11:36:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,584,279
Liabilities
$26,672
Net assets
$1,557,607
Revenue
$512,099
Expenses
$351,514
Net income
$160,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.08$2.73$0.62$0.50$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.06$2.45$0.59$0.48$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.20$0.63$0.55$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.06$2.03$0.80$0.72$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.05$2.10$0.65$0.62$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$0.57$0.37$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.70$0.53$0.38$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.03$1.56$0.51$0.35$0.16