Civic Intelligence

Forest Lakes Owners Association

990EZ • Fiscal year 2017 • EIN 86-0218875

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 15, 2018

Organization ProfileWWW.FLOA.ORG
PO Box 1513Forest Lakes, AZ 85931

(480) 837-2168

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

31%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-11%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$199,076

Up $11,317 (+6.0%) from 2016

Net Assets

Up

$199,076

Up $11,317 (+6.0%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Down

$36,854

Down $4,588 (-11%) from 2016

Expenses

Down

$25,540

Down $4,527 (-15%) from 2016

Net Income

Down

$11,314

Down $61 (-0.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2015: $176,384Net Assets 2015: $176,3842015Assets 2016: $187,759Net Assets 2016: $187,7592016Assets 2017: $199,076Liabilities 2017: $0Net 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

2017

Assets$199,076
Liabilities$0
Net Assets$199,076
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$36,854
Expenses$25,540
Net Income$11,314
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 15, 2018
Return Version
2017v2.2
Gross Receipts
$36,854
Mission and Program Overview

Mission

FLOA is operated as a nonprofit corporation solely and exclusively for charitable, educational, scientific, and community welfare purposes, and specifically for managing the property of the Owners Association.

To provide a meeting and cultural center for the home owners of forest lakes, arizona

Program Services

DescriptionGrantsExpenses
PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES, ARIZONA AREA.-$25,540
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY NELSONTreasurer-$0--
SHARI MASSIONSecretary-$0--
WAYNE ROTHWELLPresident-$0--
MACK HUMEDirector-$0--
JUDY SUMMERSDirector-$0--
LARRY PRATHERDirector-$0--
ROSANNE SMITHDirector-$0--
SHANE WILLIAMSVice Preside-$0--
CAL PHILLIPSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Forest Lakes Owners Association
EIN
86-0218875
Phone
4808372168
Address
PO BOX 1513, FOREST LAKES, AZ 85931

Signing Officer

Name
Wayne Rothwell
Title
President
Phone
9285878634
Signed
2018-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephanie G Irwin CPA
Address
PO BOX 1554 / 782 NAVAJO LANE, LAKESIDE, AZ 85929
Preparer
Stephanie G Irwin CPA
Phone
9283676621
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses board of directors 517 community events 645 gifts/awards/donations 590 insurance 3,796 professional fees 2,246 supplies 209 printing/postage 655 property upkeep/repairs 4,509 repairs/maintenance 799 fundraising 3,141 website management 674 property taxes 1,743 non-investment depreciation 4,568 total 24,092”

Form 990-ez, Part II, Line 24

“178,168 178,168 less accumulated depreciation 8,898 13,466 total 169,270 164,702”

Form 990-ez, Part III

“To provide a meeting and cultural center for the home owners of forest lakes, arizona”

Raw XML Appendix130 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/PersonNm0WAYNE ROTHWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04808372168
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2128
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOREST LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085931
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036843
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011314
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0187762
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199076
IRS990EZ/GrossReceiptsAmt036854
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0187762
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0187762
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199076
IRS990EZ/OccupancyRentUtltsAndMaintAmt01448
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/PersonNm0JUDY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARI MASSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE ROTHWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MACK HUME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY SUMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARRY PRATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROSANNE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CAL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0169270
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0164702
IRS990EZ/OtherExpensesTotalAmt024092
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A MEETING AND CULTURAL CENTER FOR THE HOME OWNERS OF FOREST LAKES, ARIZONA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES, ARIZONA AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025540
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025540
IRS990EZ/TotalProgramServiceExpensesAmt025540
IRS990EZ/TotalRevenueAmt036854
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOARD OF DIRECTORS 517 COMMUNITY EVENTS 645 GIFTS/AWARDS/DONATIONS 590 INSURANCE 3,796 PROFESSIONAL FEES 2,246 SUPPLIES 209 PRINTING/POSTAGE 655 PROPERTY UPKEEP/REPAIRS 4,509 REPAIRS/MAINTENANCE 799 FUNDRAISING 3,141 WEBSITE MANAGEMENT 674 PROPERTY TAXES 1,743 NON-INVESTMENT DEPRECIATION 4,568 TOTAL 24,092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1178,168 178,168 LESS ACCUMULATED DEPRECIATION 8,898 13,466 TOTAL 169,270 164,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE A MEETING AND CULTURAL CENTER FOR THE HOME OWNERS OF FOREST LAKES, ARIZONA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE ROTHWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09285878634
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST LAKES OWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0860218875
ReturnHeader/Filer/PhoneNum04808372168
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1513
ReturnHeader/Filer/USAddress/CityNm0FOREST LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085931
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFB5F2223C4B292A982AB18322EFE325887FE94D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-01-15
ReturnHeader/FilingSecurityInformation/IPTm015:33:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHANIE G IRWIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1554 / 782 NAVAJO LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKESIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085929
ReturnHeader/PreparerPersonGrp/PhoneNum09283676621
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE G IRWIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-22T09:38:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$199,076
Liabilities
$0
Net assets
$199,076
Revenue
$36,854
Expenses
$25,540
Net income
$11,314
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
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$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