Civic Intelligence

Forest Lakes Owners Association

EIN 86-0218875 • 501(c)4 • Forest Lakes, AZ

Profile

PROVIDING MEETING PLACE

PO Box 1513Forest Lakes, AZ 85931

www.floa.club

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

9.3%

Faster asset growth than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$322,336

Up $27,444 (+9.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$322,336

Up $27,444 (+9.3%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$68,315

Up $8,224 (+14%) from 2021

Expenses

Up

$40,871

Up $12,046 (+42%) from 2021

Net Income

Down

$27,444

Down $3,822 (-12%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$400K$300K$200K$100K$0Assets 2015: $176,384Net Assets 2015: $176,3842015Assets 2016: $187,759Net Assets 2016: $187,7592016Assets 2017: $199,076Net Assets 2017: $199,0762017Assets 2018: $227,150Liabilities 2018: $0Net Assets 2018: $227,1502018Assets 2019: $246,304Liabilities 2019: $0Net Assets 2019: $246,3042019Assets 2020: $264,011Liabilities 2020: $0Net Assets 2020: $264,0112020Assets 2021: $294,892Liabilities 2021: $0Net Assets 2021: $294,8922021Assets 2022: $322,336Net Assets 2022: $322,3362022

Highlighted filing

2022

Assets$322,336
Liabilities-
Net Assets$322,336
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2015: $43,237Expenses 2015: $37,144Net Income 2015: $6,0932015Revenue 2016: $41,442Expenses 2016: $30,067Net Income 2016: $11,3752016Revenue 2017: $36,854Expenses 2017: $25,540Net Income 2017: $11,3142017Revenue 2018: $45,130Expenses 2018: $67,087Net Income 2018: -$21,9572018Revenue 2019: $48,258Expenses 2019: $23,471Net Income 2019: $24,7872019Revenue 2020: $38,936Expenses 2020: $21,229Net Income 2020: $17,7072020Revenue 2021: $60,091Expenses 2021: $28,825Net Income 2021: $31,2662021Revenue 2022: $68,315Expenses 2022: $40,871Net Income 2022: $27,4442022

Highlighted filing

2022

Revenue$68,315
Expenses$40,871
Net Income$27,444
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$322,336
Liabilities
-
Net assets
$322,336
Revenue
$68,315
Expenses
$40,871
Net income
$27,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$3.22$0.68$0.41$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.60$0.29$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.39$0.21$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.48$0.23$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.45$0.67$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$1.99$0.37$0.26$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.41$0.30$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$0.43$0.37$0.06
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$45,130
Mission and Program Overview

Mission

To provide a meeting and cultural center for the home owners

PROVIDING MEETING PLACE

Program Services

DescriptionGrantsExpenses
PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES AZ AREA-$67,087
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE ROTHWELLPresident-$0--
SHANE WILLIAMSVice President-$0--
SHARI MASSIONSecretary-$0--
JUDY NELSONTreasurer-$0--
JUDY SUMMERSDirector-$0--
CAL PHILLIPSDirector-$0--
MACK HUMEDirector-$0--
ROSANNE SMITHDirector-$0--
LARRY PRATHERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rummage Sale$9,102$9,102$450$8,652
Pancake Bkft$5,432$5,432-$5,432
Total Events$14,534$14,534$2,089$12,445
Filing and Contact Details

Filer

Filer Name
Forest Lakes Owners Association
EIN
86-0218875
Address
PO BOX 1513, FOREST LAKES, AZ 85931

Signing Officer

Name
Judy Nelson
Title
President
Phone
6027394369
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Tolonen Tax & Accounting LLC
Address
4801 S Lakeshore Dr Ste 204, Tempe, AZ 85282
Preparer
Jeff Tolonen
Phone
4808972300
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountphone directory 1,360”

Description of other expenses Part I line 16

“Description amountboard operations 1,483community support 900materials 3,665insurance 5,397non investment depreciation 4,388”

Other changes in net assets or fund balances Part I line 20

“Description amountcurrent year depreciation 4,388capital improvement 50,000prior period adjustment (4,357)”

Raw XML Appendix175 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/PersonNm0JUDY NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06027394369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1513
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOREST LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085931
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06921
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21957
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01584
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199076
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0227150
IRS990EZ/FundraisingGrossIncomeAmt018204
IRS990EZ/GrossReceiptsAmt045130
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0164702
IRS990EZ/LandAndBuildingsGrp/EOYAmt0210314
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018645
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0199076
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0227150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0199076
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0227150
IRS990EZ/OccupancyRentUtltsAndMaintAmt047615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE ROTHWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARI MASSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY SUMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MACK HUME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSANNE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LARRY PRATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt050031
IRS990EZ/OtherExpensesTotalAmt015833
IRS990EZ/OtherRevenueTotalAmt01360
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING MEETING PLACE
IRS990EZ/PrintingPublicationsPostageAmt02055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES AZ AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067087
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt018204
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067087
IRS990EZ/TotalProgramServiceExpensesAmt067087
IRS990EZ/TotalRevenueAmt045130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLOA.CLUB
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02089
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE BKFT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUMMAGE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01639
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014534
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014534
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0450
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPHONE DIRECTORY 1,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBOARD OPERATIONS 1,483COMMUNITY SUPPORT 900MATERIALS 3,665INSURANCE 5,397NON INVESTMENT DEPRECIATION 4,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCURRENT YEAR DEPRECIATION 4,388CAPITAL IMPROVEMENT 50,000PRIOR PERIOD ADJUSTMENT (4,357)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06027394369
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST LAKES OWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0860218875
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1513
ReturnHeader/Filer/USAddress/CityNm0FOREST LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085931
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D264F716CD0C5BDFEC6165CD0B60B2AF0810278E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D264F716CD0C5BDFEC6165CD0B60B2AF0810278E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08640812019119tw0hjcr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.179.11.236
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTm014:50:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832589136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tolonen Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 S Lakeshore Dr Ste 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085282
ReturnHeader/PreparerPersonGrp/PhoneNum04808972300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Tolonen
ReturnHeader/ReturnTs02019-04-29T14:49:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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