Civic Intelligence

Taylor Yard Master Association C/O the Management Trust

990 • Fiscal year 2023 • EIN 46-1313963

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

Organization ProfileN/A
12607 Hiddencreek Way RCerritos, CA 90703

(562) 926-3372

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.10x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

73rd percentile

26%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$726,693

Up $72,036 (+11%) from 2022

Net Assets

Up

$699,673

Up $69,005 (+11%) from 2022

Liabilities

Up

$27,020

Up $3,031 (+13%) from 2022

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin73rd percentile

Revenue

Up

$268,785

Up $51,906 (+24%) from 2022

Expenses

Up

$199,780

Up $93,359 (+88%) from 2022

Net Income

Down

$69,005

Down $41,453 (-38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2013: $10,040,823Liabilities 2013: $9,697,830Net Assets 2013: $342,9932013Assets 2014: $13,042,672Liabilities 2014: $12,596,182Net Assets 2014: $446,4902014Assets 2015: $5,974,517Liabilities 2015: $1,524Net Assets 2015: $5,972,9932015Assets 2016: $5,726,722Liabilities 2016: $5,546,621Net Assets 2016: $180,1012016Assets 2017: $5,345,295Liabilities 2017: $5,552,715Net Assets 2017: -$207,4202017Assets 2018: $5,057,485Liabilities 2018: $5,554,939Net Assets 2018: -$497,4542018Assets 2019: $4,757,343Liabilities 2019: $5,567,481Net Assets 2019: -$810,1382019Assets 2020: $4,491,658Liabilities 2020: $5,578,251Net Assets 2020: -$1,086,5932020Assets 2021: $4,172,084Liabilities 2021: $5,569,209Net Assets 2021: -$1,397,1252021Assets 2022: $654,657Liabilities 2022: $23,989Net Assets 2022: $630,6682022Assets 2023: $726,693Liabilities 2023: $27,020Net Assets 2023: $699,6732023Assets 2024: $501,433Liabilities 2024: $20,240Net Assets 2024: $481,1932024

Highlighted filing

2023

Assets$726,693
Liabilities$27,020
Net Assets$699,673
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $342,993Expenses 2013: $0Net Income 2013: $342,9932013Revenue 2014: $103,497Expenses 2014: $0Net Income 2014: $103,4972014Revenue 2015: $5,705,890Expenses 2015: $179,387Net Income 2015: $5,526,5032015Revenue 2016: $104,772Expenses 2016: $366,125Net Income 2016: -$261,3532016Revenue 2017: $139,140Expenses 2017: $526,661Net Income 2017: -$387,5212017Revenue 2018: $182,282Expenses 2018: $495,747Net Income 2018: -$313,4652018Revenue 2019: $212,344Expenses 2019: $525,028Net Income 2019: -$312,6842019Revenue 2020: $218,199Expenses 2020: $494,654Net Income 2020: -$276,4552020Revenue 2021: $216,323Expenses 2021: $526,855Net Income 2021: -$310,5322021Revenue 2022: $216,879Expenses 2022: $106,421Net Income 2022: $110,4582022Revenue 2023: $268,785Expenses 2023: $199,780Net Income 2023: $69,0052023Revenue 2024: $243,524Expenses 2024: $462,004Net Income 2024: -$218,4802024

Highlighted filing

2023

Revenue$268,785
Expenses$199,780
Net Income$69,005
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Gross Receipts
$268,785
Mission and Program Overview

Mission

SEE STATEMENT O

The specific and primary purposes of the association are to bring about civic betterment and social improvements by providing for the preservation of the architecture and appearance of the community, and by owning, operating, and maintaining the properties for use of all residents in the entire community on certain real property located in the cypress park neighborhood of los angeles, calif.among the general purposes is to promote the common good, health, safety, and general welfare of all residents within the community. The population of the association is approximately 800. No grants are provided to others. The association owns and maintains amenities within the community. This area is available to residents and their guests in accordance with the association's governing documents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$457,078$548,473▲ $91,395
Rtn Earn Endowment Incm Other Fnds$457,078$548,473▲ $91,395
Cash and Non-Interest-Bearing Accounts$155,134$167,250▲ $12,116
Cap Stk Tr Prin Current Funds$173,590$151,200▼ $22,390
Accounts Receivable$42,445$10,970▼ $31,475
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$654,657$726,693▲ $72,036
Liabilities
Deferred Revenue$22,259$16,358▼ $5,901
Accounts Payable and Accrued Expenses$1,730$10,662▲ $8,932
Total Liabilities$23,989$27,020▲ $3,031
Net Assets / Fund Balance
Total Net Assets Fund Balance$630,668$699,673▲ $69,005
Total Liabilities and Net Assets / Fund Balance$654,657$726,693▲ $72,036
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Antonio BermudezPresident
Kimberly HartmannVice President
Kelly KinnamanSecretary
Mirna MendozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,208
Program Service Revenue
$0
Investment Income
$2,247
Other Revenue
$330
Change in Net Assets
$69,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$177,390
Revenue Not Reported on Financial Statements
$91,395
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$91,395
Total Revenue per Audited Statements
$177,390
Total Revenue per Form 990
$268,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,780
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-$32,945-$32,945
All Other Expenses$15,273$3,895-$19,168
Insurance$11,183--$11,183
Other Expenses$6,800--$6,800
Fees for Services Accounting-$3,048-$3,048
Fees for Services Legal-$707-$707
Total Functional Expenses$159,185$40,595$0$199,780

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$199,780
Total Expenses per Audited Statements$199,780
Total Expenses per Form 990$199,780
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
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

“The association uses the services of the management trust to handle day to day operations of the association including collections, bill payments, homeowner assistance, etc. The board has the ultimate responsibility for authorizing payments, selecting vendors, and approving the budget.”

Form 990, Part VI, Section A, Line 6

“Upon purchase of a home within the association, each owner becomes a member of the association.”

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

“The association complies with the provisions and requirements of california civil code section 1363.03 for the election of the board of directors by the membership.”

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

“Dues increases in excess of the 20% allowed by the davis-sterling act are subject to the approval of membership. Special assessments in excess of 5% of the budget are also subject to membership approval.”

Form 990, Part VI, Section A, Line 8B

“There were no such committees during 2022”

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

“Upon preparation, the association's board of directors is provided with a copy of form 990. After reviewing the return, the board's president signs the e-file authorization allowing the cpa to transmit the return.”

Form 990, Part VI, Section B, Line 12C

“The association retains the services of a management company to monitor board activity and document the minutes of the board meetings. The management company provides the membership with candidate information in conjunction with election meetings.”

Form 990, Part VI, Section C, Line 19

“Upon purchase of a home within the development, each owner receives a copy of the association's governing documents through escrow. Copies of the conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Taylor Yard Master Association
EIN
46-1313963
Phone
5629263372
Address
12607 HIDDENCREEK WAY R, CERRITOS, CA 90703

Signing Officer

Name
Kimberly Hartman
Title
Vice President
Phone
5629263372
Signed
2024-04-04

Organization Details

Principal Officer
Kimberly Hartmann
Formed
2012
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Owens Moskowitz and Associates Inc
Address
27792 EL LAZO, LAGUNA NIGUEL, CA 92677
Preparer
Robert a Owens CPA
Phone
9498515020
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the association and recognize a tax liability if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Management has analyzed the tax positions taken by the association and has concluded that as of december 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The association is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress. The association's management believes it is no longer subject to income tax examinations for years prior to 2019.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reserve assessments deferred on audit per fasb 606”

Raw XML Appendix329 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/ActivityOrMissionDesc0THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY, AND BY OWNING, OPERATING, AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS IN THE ENTIRE COMMUNITY ON CERTAIN REAL PROPERTY LOCATED IN THE CYPRESS PARK NEIGHBORHOOD OF LOS ANGELES, CALIF.AMONG THE GENERAL PURPOSES IS TO PROMOTE THE COMMON GOOD, HEALTH, SAFETY, AND GENERAL WELFARE OF ALL RESIDENTS WITHIN THE COMMUNITY. THE POPULATION OF THE ASSOCIATION IS APPROXIMATELY 800. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTAINS AMENITIES WITHIN THE COMMUNITY. THIS AREA IS AVAILABLE TO RESIDENTS AND THEIR GUESTS IN ACCORDANCE WITH THE ASSOCIATION'S GOVERNING DOCUMENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RESERVE ASSESSMENTS DEFERRED ON AUDIT PER FASB 606
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalRevenuePerForm990Amt0268785
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0177390
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0199780
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION USES THE SERVICES OF THE MANAGEMENT TRUST TO HANDLE DAY TO DAY OPERATIONS OF THE ASSOCIATION INCLUDING COLLECTIONS, BILL PAYMENTS, HOMEOWNER ASSISTANCE, ETC. THE BOARD HAS THE ULTIMATE RESPONSIBILITY FOR AUTHORIZING PAYMENTS, SELECTING VENDORS, AND APPROVING THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON PURCHASE OF A HOME WITHIN THE ASSOCIATION, EACH OWNER BECOMES A MEMBER OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION COMPLIES WITH THE PROVISIONS AND REQUIREMENTS OF CALIFORNIA CIVIL CODE SECTION 1363.03 FOR THE ELECTION OF THE BOARD OF DIRECTORS BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES INCREASES IN EXCESS OF THE 20% ALLOWED BY THE DAVIS-STERLING ACT ARE SUBJECT TO THE APPROVAL OF MEMBERSHIP. SPECIAL ASSESSMENTS IN EXCESS OF 5% OF THE BUDGET ARE ALSO SUBJECT TO MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WERE NO SUCH COMMITTEES DURING 2022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON PREPARATION, THE ASSOCIATION'S BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990. AFTER REVIEWING THE RETURN, THE BOARD'S PRESIDENT SIGNS THE E-FILE AUTHORIZATION ALLOWING THE CPA TO TRANSMIT THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION RETAINS THE SERVICES OF A MANAGEMENT COMPANY TO MONITOR BOARD ACTIVITY AND DOCUMENT THE MINUTES OF THE BOARD MEETINGS. THE MANAGEMENT COMPANY PROVIDES THE MEMBERSHIP WITH CANDIDATE INFORMATION IN CONJUNCTION WITH ELECTION MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER RECEIVES A COPY OF THE ASSOCIATION'S GOVERNING DOCUMENTS THROUGH ESCROW. COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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 A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0654657
IRS990/TotalAssetsEOYAmt0726693
IRS990/TotalAssetsGrp/BOYAmt0654657
IRS990/TotalAssetsGrp/EOYAmt0726693
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0266208
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159185
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199780
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023989
IRS990/TotalLiabilitiesEOYAmt027020
IRS990/TotalLiabilitiesGrp/BOYAmt023989
IRS990/TotalLiabilitiesGrp/EOYAmt027020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0630668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699673
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0159185
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02577
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268785
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0654657
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0726693
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012607 HIDDENCREEK WAY R
IRS990/USAddress/CityNm0CERRITOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090703
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05629263372
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAYLOR YARD MASTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THE MANAGEMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0461313963
ReturnHeader/Filer/PhoneNum05629263372
ReturnHeader/Filer/USAddress/AddressLine1Txt012607 HIDDENCREEK WAY R
ReturnHeader/Filer/USAddress/CityNm0CERRITOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330244756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OWENS MOSKOWITZ AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027792 EL LAZO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09498515020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A OWENS CPA
ReturnHeader/ReturnTs02024-04-13T15:15:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$726,693
Liabilities
$27,020
Net assets
$699,673
Revenue
$268,785
Expenses
$199,780
Net income
$69,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.24$0.46$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.70$0.27$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.22$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.17$5.57$1.40$0.22$0.53$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.49$5.58$1.09$0.22$0.49$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.76$5.57$0.81$0.21$0.53$0.31
2018Detailed filing. Detailed filing data is available for this year.$5.06$5.55$0.50$0.18$0.50$0.31
2017Detailed filing. Detailed filing data is available for this year.$5.35$5.55$0.21$0.14$0.53$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.73$5.55$0.18$0.10$0.37$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$5.71$0.18$5.53
2014Detailed filing. Detailed filing data is available for this year.$13.0$12.6$0.45$0.10$0.00$0.10
2013Detailed filing. Detailed filing data is available for this year.$10.0$9.70$0.34$0.34$0.00$0.34