Civic Intelligence

Stonebridge Estates Master Assoc

990 • Fiscal year 2018 • EIN 84-1641334

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 13, 2019

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

0.07x

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

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.13x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

67th percentile

5.6%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

1.5%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,705,070

Up $143,488 (+5.6%) from 2017

Net Assets

Up

$2,508,463

Up $153,449 (+6.5%) from 2017

Liabilities

Down

$196,607

Down $9,961 (-4.8%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Up

$1,500,451

Up $21,498 (+1.5%) from 2017

Expenses

Down

$1,347,002

Down $75,707 (-5.3%) from 2017

Net Income

Up

$153,449

Up $97,205 (+173%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2018

Assets$2,705,070
Liabilities$196,607
Net Assets$2,508,463
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$1,500,451
Expenses$1,347,002
Net Income$153,449
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,500,451
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$2,247,718$2,551,584▲ $303,866
Cash and Non-Interest-Bearing Accounts$292,493$132,072▼ $160,421
Accounts Receivable$11,351$9,688▼ $1,663
Total Assets$2,561,582$2,705,070▲ $143,488
Other Assets Total$10,020$11,726▲ $1,706
Liabilities
Accounts Payable and Accrued Expenses$180,967$102,135▼ $78,832
Deferred Revenue-$70,000-
Other Liabilities$25,601$24,472▼ $1,129
Total Liabilities$206,568$196,607▼ $9,961
Net Assets / Fund Balance
Unrestricted Net Assets$1,420,058$1,585,784▲ $165,726
Temporarily Rstr Net Assets$934,956$922,679▼ $12,277
Total Net Assets Fund Balance$2,355,014$2,508,463▲ $153,449
Total Liabilities and Net Assets / Fund Balance$2,561,582$2,705,070▲ $143,488
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Larry ParkerPresident
Todd Mcclure CookDirector
Kim KnoxSecretary
Marty LorenzoTreasurer
James ScelfoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,465,503
Investment Income
$34,948
Other Revenue
$0
Change in Net Assets
$153,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,347,002
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$614,278--$614,278
All Other Expenses$56,920--$56,920
Fees for Services Management$51,692--$51,692
Office Expenses$39,877--$39,877
Other Expenses$33,732--$33,732
Insurance$16,238--$16,238
Fees for Services Legal$8,367--$8,367
Fees for Services Accounting$950--$950
Total Functional Expenses$1,347,002$0$0$1,347,002
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
Other Prepaid Assessments$23,160
Income Tax Payable$1,312
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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
2019-03-13
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 & Associates CPA Pc
Address
3164 LIONSHEAD AVENUE SUITE B, CARLSBAD, CA 92010
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

“Water irrigation 598,340 0 0 electricity 7,891 0 0 consulting fees 4,633 0 0 telephone 1,884 0 0 reserve study 1,530 0 0 total 614,278 0 0”

Raw XML Appendix311 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/ExplanationTxt8WATER IRRIGATION 598,340 0 0 ELECTRICITY 7,891 0 0 CONSULTING FEES 4,633 0 0 TELEPHONE 1,884 0 0 RESERVE STUDY 1,530 0 0 TOTAL 614,278 0 0
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ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,705,070
Liabilities
$196,607
Net assets
$2,508,463
Revenue
$1,500,451
Expenses
$1,347,002
Net income
$153,449
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
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.20$2.51$1.50$1.35$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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