Civic Intelligence

Norterra West Owners Association

EIN 81-3360531 • 501(c)4 • Irvine, CA

Profile

The Norterra West Owners' Association ("The Association") was established to manage, maintain, preserve and care for the "common areas" of the Norterra West Property.

PO Box 52798Irvine, CA 92619

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

48th percentile

0.4%

Higher net margin than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-29%

Faster asset growth than 23% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$85,725

Down $34,475 (-29%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$85,725

Down $34,475 (-29%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$116,884

Up $24,597 (+27%) from 2023

Expenses

Up

$116,428

Up $21,013 (+22%) from 2023

Net Income

Up

$456

Up $3,584 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $19,105Liabilities 2019: $0Net Assets 2019: $19,1052019Assets 2020: $17,539Liabilities 2020: $0Net Assets 2020: $17,5392020Assets 2021: $24,511Liabilities 2021: $0Net Assets 2021: $23,4622021Assets 2022: $66,947Liabilities 2022: $0Net Assets 2022: $66,9472022Assets 2023: $120,200Liabilities 2023: $0Net Assets 2023: $120,2002023Assets 2024: $85,725Net Assets 2024: $85,7252024

Highlighted filing

2024

Assets$85,725
Liabilities-
Net Assets$85,725
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $72,038Expenses 2019: $72,038Net Income 2019: $02019Revenue 2020: $95,609Expenses 2020: $95,609Net Income 2020: $02020Revenue 2021: $86,536Expenses 2021: $86,536Net Income 2021: $02021Revenue 2022: $80,374Expenses 2022: $78,874Net Income 2022: $1,5002022Revenue 2023: $92,287Expenses 2023: $95,415Net Income 2023: -$3,1282023Revenue 2024: $116,884Expenses 2024: $116,428Net Income 2024: $4562024

Highlighted filing

2024

Revenue$116,884
Expenses$116,428
Net Income$456
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,725
Liabilities
-
Net assets
$85,725
Revenue
$116,884
Expenses
$116,428
Net income
$456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.17$1.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.92$0.95$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.80$0.79$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.23$0.87$0.87$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.96$0.96$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.72$0.72$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$116,884
Mission and Program Overview

Mission

The Norterra West Owners' Association ("The Association") was established to manage, maintain, preserve and care for the "common areas" of the Norterra West Property.

Program Services

DescriptionGrantsExpenses
The Association is responsible for caring for the common public areas within the Nortrerra West property, including landscape maintenance, trash and waste collection, and general maintenance of the property. The Association also provides management and administrative services as well as liability and hazard insurance for the Norterra property.-$86,426
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott SyamkenPresident-$0--
Sam LampeSecretary-$0--
Dirk MosisMember-$0--
Kip LinseMember-$0--
Filing and Contact Details

Filer

Filer Name
Norterra West Owners Association
EIN
81-3360531
Phone
9494486300
Address
PO Box 52798, Irvine, CA 92619

Signing Officer

Name
Charlii Honghin
Title
Vice President
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
J Katie Sterling
Phone
9497565000
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $10649”

Other Expenses.1

“Parking lot/landscape/trash $55752”

Other Expenses.2

“UTILITIES $23760”

Other Expenses.3

“Repairs & maintenance $4914”

Other Expenses.4

“PROJECT MANAGEMENT $2000”

Other Expenses.5

“TAXES $10”

Raw XML Appendix116 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/PersonNm0Mar West Commercial
IRS990EZ/BooksInCareOfDetail/PhoneNum09494486300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 52798
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092619
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115876
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0456
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019343
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120200
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085725
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0116884
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01008
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Syamken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sam Lampe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dirk Mosis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kip Linse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-34931
IRS990EZ/OtherExpensesTotalAmt097085
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Norterra West Owners' Association ("The Association") was established to manage, maintain, preserve and care for the "common areas" of the Norterra West Property.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association is responsible for caring for the common public areas within the Nortrerra West property, including landscape maintenance, trash and waste collection, and general maintenance of the property. The Association also provides management and administrative services as well as liability and hazard insurance for the Norterra property.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0116428
IRS990EZ/TotalProgramServiceExpensesAmt086426
IRS990EZ/TotalRevenueAmt0116884
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $10649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARKING LOT/LANDSCAPE/TRASH $55752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $23760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS & MAINTENANCE $4914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROJECT MANAGEMENT $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlii Honghin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norterra West Owners Association
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0813360531
ReturnHeader/Filer/PhoneNum09494486300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 52798
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092619
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Katie Sterling
ReturnHeader/ReturnTs02025-05-12T18:22:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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