Civic Intelligence

Forest Lakes Owners Association

990EZ • Fiscal year 2019 • EIN 86-0218875

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

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

(602) 739-4369

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

51%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

8.4%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

6.9%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$246,304

Up $19,154 (+8.4%) from 2018

Net Assets

Up

$246,304

Up $19,154 (+8.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin94th percentile

Revenue

Up

$48,258

Up $3,128 (+6.9%) from 2018

Expenses

Down

$23,471

Down $43,616 (-65%) from 2018

Net Income

Up

$24,787

Up $46,744 (+213%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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: $199,076Net 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

2019

Assets$246,304
Liabilities$0
Net Assets$246,304
Open 2019 Filing

Operations Trend

Revenue Growth65th 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

2019

Revenue$48,258
Expenses$23,471
Net Income$24,787
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.1
Gross Receipts
$48,258
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.

PROVIDING MEETING PLACE

Program Services

DescriptionGrantsExpenses
PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES, AZ GEOGRAPHIC AREA--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE ROTHWELLPresident-$0--
SHANE WILLIAMSVice President-$0--
SHARI MASSIONDirector-$0--
DONNA BRUNTONTreasurer-$0--
CAL PHILLIPSDirector-$0--
MACK HUMEDirector-$0--
ROSANNE SMITHDirector-$0--
LARRY PRATHERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pancake Bkft----
Rummage Sale----
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
Donna Brunton
Title
Treasurer
Phone
6027394369
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ironwood Wealth Management
Address
4650 E Cotton Center Blvd Ste 130, Phoenix, AZ 85040
Preparer
Jeff Tolonen
Phone
4808972300
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountphone directory 1,613”

Description of other expenses Part I line 16

“Description amountboard operations 2,897community support 1,435materials 7,356insurance 4,636”

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

“Description amountcurrent year depreciation (5,633)”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06027394369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1513
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOREST LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085931
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016836
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02630
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024787
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01347
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227150
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0246304
IRS990EZ/FundraisingGrossIncomeAmt019917
IRS990EZ/GrossReceiptsAmt048258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0210314
IRS990EZ/LandAndBuildingsGrp/EOYAmt0220510
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024098
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0227150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0246304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0227150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0246304
IRS990EZ/OccupancyRentUtltsAndMaintAmt03956
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE ROTHWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARI MASSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA BRUNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MACK HUME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROSANNE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LARRY PRATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-5633
IRS990EZ/OtherExpensesTotalAmt016324
IRS990EZ/OtherRevenueTotalAmt01613
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING MEETING PLACE
IRS990EZ/PrintingPublicationsPostageAmt01844
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A MEETING PLACE FOR OWNERS IN THE FOREST LAKES, AZ GEOGRAPHIC AREA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt019917
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023471
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt048258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLOA.CLUB
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE BKFT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUMMAGE SALE
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPHONE DIRECTORY 1,613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBOARD OPERATIONS 2,897COMMUNITY SUPPORT 1,435MATERIALS 7,356INSURANCE 4,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCURRENT YEAR DEPRECIATION (5,633)
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA BRUNTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027394369
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-22
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/AtSubmissionCreationDeviceId00CA867BAAB08D51C337935D5EC7B6197B7CCB1A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA867BAAB08D51C337935D5EC7B6197B7CCB1A9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08670072020115gtv4da5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.183.37.4
ReturnHeader/FilingSecurityInformation/IPDt02020-04-24
ReturnHeader/FilingSecurityInformation/IPTm014:33:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204608596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ironwood Wealth Management
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04650 E Cotton Center Blvd Ste 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085040
ReturnHeader/PreparerPersonGrp/PhoneNum04808972300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Tolonen
ReturnHeader/ReturnTs02020-04-24T14:32:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,304
Liabilities
$0
Net assets
$246,304
Revenue
$48,258
Expenses
$23,471
Net income
$24,787
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
2019Detailed filing. Detailed filing data is available for this year.$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