Civic Intelligence

Stonebridge Estates Master Assoc

990 • Fiscal year 2017 • EIN 84-1641334

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 02, 2018

Organization Profile
9665 Chesapeake Drive Suite 300San Diego, CA 92123

(858) 495-0900

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.14x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

44th percentile

3.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

56th percentile

4.1%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-0.9%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,561,582

Up $101,890 (+4.1%) from 2016

Net Assets

Up

$2,355,014

Up $56,244 (+2.4%) from 2016

Liabilities

Up

$206,568

Up $45,646 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin44th percentile

Revenue

Down

$1,478,953

Down $13,381 (-0.9%) from 2016

Expenses

Down

$1,422,709

Down $30,845 (-2.1%) from 2016

Net Income

Up

$56,244

Up $17,464 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,271,085Liabilities 2014: $162,627Net Assets 2014: $2,108,4582014Assets 2015: $2,402,080Liabilities 2015: $142,090Net Assets 2015: $2,259,9902015Assets 2016: $2,459,692Liabilities 2016: $160,922Net Assets 2016: $2,298,7702016Assets 2017: $2,561,582Liabilities 2017: $206,568Net Assets 2017: $2,355,0142017Assets 2018: $2,705,070Liabilities 2018: $196,607Net Assets 2018: $2,508,4632018Assets 2019: $2,925,420Liabilities 2019: $1,994,255Net Assets 2019: $931,1652019Assets 2020: $3,120,521Liabilities 2020: $2,219,428Net Assets 2020: $901,0932020Assets 2021: $3,086,053Liabilities 2021: $2,313,396Net Assets 2021: $772,6572021Assets 2022: $3,183,161Liabilities 2022: $2,472,238Net Assets 2022: $710,9232022Assets 2023: $3,457,052Liabilities 2023: $214,635Net Assets 2023: $3,242,4172023Assets 2024: $3,383,014Liabilities 2024: $341,047Net Assets 2024: $3,041,9672024

Highlighted filing

2017

Assets$2,561,582
Liabilities$206,568
Net Assets$2,355,014
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,469,716Expenses 2014: $1,304,751Net Income 2014: $164,9652014Revenue 2015: $1,483,201Expenses 2015: $1,327,892Net Income 2015: $155,3092015Revenue 2016: $1,492,334Expenses 2016: $1,453,554Net Income 2016: $38,7802016Revenue 2017: $1,478,953Expenses 2017: $1,422,709Net Income 2017: $56,2442017Revenue 2018: $1,500,451Expenses 2018: $1,347,002Net Income 2018: $153,4492018Revenue 2019: $1,369,402Expenses 2019: $1,299,104Net Income 2019: $70,2982019Revenue 2020: $1,322,456Expenses 2020: $1,345,256Net Income 2020: -$22,8002020Revenue 2021: $1,314,478Expenses 2021: $1,442,914Net Income 2021: -$128,4362021Revenue 2022: $1,321,167Expenses 2022: $1,382,901Net Income 2022: -$61,7342022Revenue 2023: $1,537,059Expenses 2023: $1,356,618Net Income 2023: $180,4412023Revenue 2024: $1,593,889Expenses 2024: $1,794,339Net Income 2024: -$200,4502024

Highlighted filing

2017

Revenue$1,478,953
Expenses$1,422,709
Net Income$56,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,478,953
Mission and Program Overview

Mission

The association is a master planned community that provides for the maintenance and preservation of the community via volunteer commitees, forums and an external management company.

Enhancement of community value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,289,970$2,247,718▼ $42,252
Cash and Non-Interest-Bearing Accounts$127,999$292,493▲ $164,494
Accounts Receivable$32,937$11,351▼ $21,586
Total Assets$2,459,692$2,561,582▲ $101,890
Other Assets Total$8,786$10,020▲ $1,234
Liabilities
Accounts Payable and Accrued Expenses$131,846$180,967▲ $49,121
Deferred Revenue$21,518$21,041▼ $477
Other Liabilities$7,558$4,560▼ $2,998
Total Liabilities$160,922$206,568▲ $45,646
Net Assets / Fund Balance
Unrestricted Net Assets$1,207,504$1,420,058▲ $212,554
Temporarily Rstr Net Assets$1,091,266$934,956▼ $156,310
Total Net Assets Fund Balance$2,298,770$2,355,014▲ $56,244
Total Liabilities and Net Assets / Fund Balance$2,459,692$2,561,582▲ $101,890
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Larry ParkerPresident
Tony GarciaDirector
Kim KnoxSecretary
Marty LorenzoTreasurer
James ScelfoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,459,886
Investment Income
$19,067
Other Revenue
$0
Change in Net Assets
$56,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,422,709
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 Other$582,460--$582,460
Fees for Services Management$51,696--$51,696
Other Expenses$41,298--$41,298
Office Expenses$34,420--$34,420
Fees for Services Legal$20,926--$20,926
All Other Expenses$18,815--$18,815
Insurance$16,014--$16,014
Fees for Services Accounting$950--$950
Total Functional Expenses$1,422,709$0$0$1,422,709
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Arch Deposits$4,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“The daily operations are managed by an independent management company.”

Form 990, Page 6, Part VI, Line 6

“Home owners automatically become members.”

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

“Board members are elected at annual meetings/elections for the next year.”

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

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

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

“The board reviews tax returns prior to mailing.”

Form 990, Page 6, Part VI, Line 12C

“Officers having an indirect/direct interest in any decisions recuse themselves.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Stonebridge Estates Master Assoc
EIN
84-1641334
Phone
8584950900
Address
9665 CHESAPEAKE DRIVE SUITE 300, SAN DIEGO, CA 92123

Signing Officer

Name
Larry Parker
Title
President
Phone
8584950900
Signed
2018-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Parker
Formed
2004
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Newman and Associates Inc
Address
3141 TIGER RUN CT STE 102, CARLSBAD, CA 92010-6649
Preparer
Jeremy Newman
Phone
7602744029
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The association is a master planned community. It achieved the goals of maintaining, preserving and enhancing community values via volunteer committees, forums and an external management company.”

Form 990, Part IX, Line 11G

“Electricity 6,742 0 0 water/irrigation 573,826 0 0 telephone 1,892 0 0 total 582,460 0 0”

Raw XML Appendix312 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A MASTER PLANNED COMMUNITY. IT ACHIEVED THE GOALS OF MAINTAINING, PRESERVING AND ENHANCING COMMUNITY VALUES VIA VOLUNTEER COMMITTEES, FORUMS AND AN EXTERNAL MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DAILY OPERATIONS ARE MANAGED BY AN INDEPENDENT MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOME OWNERS AUTOMATICALLY BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE ELECTED AT ANNUAL MEETINGS/ELECTIONS FOR THE NEXT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DECISIONS MEETING STATUTORY OR GOVERNING DOCUMENT LIMITS REQUIRE MEMBER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REVIEWS TAX RETURNS PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICERS HAVING AN INDIRECT/DIRECT INTEREST IN ANY DECISIONS RECUSE THEMSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ELECTRICITY 6,742 0 0 WATER/IRRIGATION 573,826 0 0 TELEPHONE 1,892 0 0 TOTAL 582,460 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01207504
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01420058
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IRS990/USAddress/CityNm0SAN DIEGO
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08584950900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEBRIDGE ESTATES MASTER ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0841641334
ReturnHeader/Filer/PhoneNum08584950900
ReturnHeader/Filer/USAddress/AddressLine1Txt09665 CHESAPEAKE DRIVE SUITE 300
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:04:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03141 TIGER RUN CT STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920106649
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02018-04-16T11:04:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,561,582
Liabilities
$206,568
Net assets
$2,355,014
Revenue
$1,478,953
Expenses
$1,422,709
Net income
$56,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.34$3.04$1.59$1.79$0.20
2023Summary only. Only limited summary data is available for this year.$3.46$0.21$3.24$1.54$1.36$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$2.47$0.71$1.32$1.38$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$2.31$0.77$1.31$1.44$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$2.22$0.90$1.32$1.35$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$1.99$0.93$1.37$1.30$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.20$2.51$1.50$1.35$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.21$2.36$1.48$1.42$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.16$2.30$1.49$1.45$0.04
2015Summary only. Only limited summary data is available for this year.$2.40$0.14$2.26$1.48$1.33$0.16
2014Summary only. Only limited summary data is available for this year.$2.27$0.16$2.11$1.47$1.30$0.16