Civic Intelligence

Beverlywood Homes Association C/O Firstservice Residential

EIN 95-0549236 • 501(c)4 • Beverly Hills, CA

Profile

SEE STATEMENT O

370 S Doheny Dr Ste DBeverly Hills, CA 90211

www.beverlywoodhoa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.28x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.49x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

26th percentile

-3.2%

Higher net margin than 26% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Asset Growth

43rd percentile

2.2%

Faster asset growth than 43% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

5.5%

Faster revenue growth than 44% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$2,317,096

Up $49,215 (+2.2%) from 2024

Liabilities

Up

$657,628

Up $92,423 (+16%) from 2024

Net Assets

Down

$1,659,468

Down $43,208 (-2.5%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin26th percentile

Revenue

Up

$1,355,749

Up $70,528 (+5.5%) from 2024

Expenses

Up

$1,398,957

Up $209,635 (+18%) from 2024

Net Income

Down

-$43,208

Down $139,107 (-145%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,209,907Liabilities 2016: $138,222Net Assets 2016: $1,071,6852016Assets 2017: $1,824,803Liabilities 2017: $153,364Net Assets 2017: $1,671,4392017Assets 2018: $1,595,064Liabilities 2018: $177,519Net Assets 2018: $1,417,5452018Assets 2019: $2,300,371Liabilities 2019: $1,007,820Net Assets 2019: $1,292,5512019Assets 2020: $2,402,562Liabilities 2020: $1,010,005Net Assets 2020: $1,392,5572020Assets 2021: $2,478,164Liabilities 2021: $773,777Net Assets 2021: $1,704,3872021Assets 2022: $2,271,845Liabilities 2022: $742,508Net Assets 2022: $1,529,3372022Assets 2023: $2,298,110Liabilities 2023: $691,333Net Assets 2023: $1,606,7772023Assets 2024: $2,267,881Liabilities 2024: $565,205Net Assets 2024: $1,702,6762024Assets 2025: $2,317,096Liabilities 2025: $657,628Net Assets 2025: $1,659,4682025

Highlighted filing

2025

Assets$2,317,096
Liabilities$657,628
Net Assets$1,659,468
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2016: $1,346,137Expenses 2016: $903,801Net Income 2016: $442,3362016Revenue 2017: $1,677,427Expenses 2017: $1,077,673Net Income 2017: $599,7542017Revenue 2018: $1,437,724Expenses 2018: $1,691,618Net Income 2018: -$253,8942018Revenue 2019: $1,347,745Expenses 2019: $1,472,739Net Income 2019: -$124,9942019Revenue 2020: $1,327,954Expenses 2020: $1,227,948Net Income 2020: $100,0062020Revenue 2021: $1,870,902Expenses 2021: $1,559,072Net Income 2021: $311,8302021Revenue 2022: $1,237,017Expenses 2022: $1,412,067Net Income 2022: -$175,0502022Revenue 2023: $1,416,389Expenses 2023: $1,338,949Net Income 2023: $77,4402023Revenue 2024: $1,285,221Expenses 2024: $1,189,322Net Income 2024: $95,8992024Revenue 2025: $1,355,749Expenses 2025: $1,398,957Net Income 2025: -$43,2082025

Highlighted filing

2025

Revenue$1,355,749
Expenses$1,398,957
Net Income-$43,208
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,317,096
Liabilities
$657,628
Net assets
$1,659,468
Revenue
$1,355,749
Expenses
$1,398,957
Net income
-$43,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.66$1.66$1.36$1.40$0.04
2024Summary only. Only limited summary data is available for this year.$2.27$0.57$1.70$1.29$1.19$0.10
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.69$1.61$1.42$1.34$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.74$1.53$1.24$1.41$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.77$1.70$1.87$1.56$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$1.01$1.39$1.33$1.23$0.10
2019Summary only. Only limited summary data is available for this year.$2.30$1.01$1.29$1.35$1.47$0.12
2018Summary only. Only limited summary data is available for this year.$1.60$0.18$1.42$1.44$1.69$0.25
2017Summary only. Only limited summary data is available for this year.$1.82$0.15$1.67$1.68$1.08$0.60
2016Summary only. Only limited summary data is available for this year.$1.21$0.14$1.07$1.35$0.90$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Gross Receipts
$1,355,749
Mission and Program Overview

Mission

SEE STATEMENT O

The specific and primary purposes of the association are to bring about civic betterment andsocial improvements by providing for the preservation of the architecture and appearance of the community, and by owning, operating, and maintaining the properties for use of all residents in the entire community on certain real property located in los angeles, calif.among the general purposes is to promote the common good, health, safety, and general welfare of all residents within the community. The population of the association is approximately 3,500. No grants are provided to others. The association owns and maintains a small park area within the community. This area is available to residents and their guests in accordance with the association's governing documents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,656,069$1,494,754▼ $161,315
Cap Stk Tr Prin Current Funds$1,208,356$1,133,086▼ $75,270
Rtn Earn Endowment Incm Other Fnds$494,320$526,382▲ $32,062
Accounts Receivable$509,463$482,476▼ $26,987
Cash and Non-Interest-Bearing Accounts$49,413$322,597▲ $273,184
Prepaid Expenses and Deferred Charges$52,936$17,269▼ $35,667
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$2,267,881$2,317,096▲ $49,215
Liabilities
Deferred Revenue$534,602$597,264▲ $62,662
Accounts Payable and Accrued Expenses$26,335$60,364▲ $34,029
Other Liabilities$4,268$0▼ $4,268
Total Liabilities$565,205$657,628▲ $92,423
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,702,676$1,659,468▼ $43,208
Total Liabilities and Net Assets / Fund Balance$2,267,881$2,317,096▲ $49,215
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Adriana MollicaPresident
Lisa VidikanVice President
Aaron SpiwakMember
Bruce GilmanMember
David YadegarMember
Marci SandellMember
Shoram ZackaryMember
Sophie MelamedMember
Victoria FrankelMember
Nina CheaSecretary
Charles ShamashTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Post Alarm SystemsMonthly Security Guards47 E SAINT JOSEPH ST, Arcadia, CA 91006$475,000
Firstservice ResidentialOn-site Staff/management Fees15241 LAGUNA CANYON RD, Irvine, CA 92618$259,096
American Heritage LandscapeMonthly Landscape/irrigation7013 OWENSMOUTH AVE, Canoga Park, CA 91303$153,665
Revenue and Support

Revenue Composition

Contributions and Grants
$1,161,921
Program Service Revenue
$0
Investment Income
$57,125
Other Revenue
$136,703
Change in Net Assets
$-43,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,323,687
Revenue Not Reported on Financial Statements
$32,062
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$32,062
Total Revenue per Audited Statements
$1,323,687
Total Revenue per Form 990
$1,355,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,398,957
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
Insurance-$91,840-$91,840
All Other Expenses$33,906$38,875-$72,781
Fees for Services Management-$67,290-$67,290
Occupancy$64,536--$64,536
Fees for Services Legal-$59,808-$59,808
Other Expenses$57,565--$57,565
Fees for Services Accounting-$4,048-$4,048
Office Expenses-$2,743-$2,743
Total Functional Expenses$1,134,353$264,604$0$1,398,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,398,957
Total Expenses per Audited Statements$1,398,957
Total Expenses per Form 990$1,398,957
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The association uses the services of firstservice residential to handle day to day operations of the development including collections, bill payments, homeowner assistance, etc. The board has the ultimate responsibility for authorizing payments, selecting vendors, and approving the budget.”

Form 990, Part VI, Section A, Line 6

“Upon purchase of a home within the development, each owner becomes a member of the association.”

Form 990, Part VI, Section A, Line 7A

“The board of directors are voted upon by the membership at an annual meeting which requires a quorum of 10% of the 1,354 voting members. Board members serve a 2 year term and come up for election in alternating cycles.”

Form 990, Part VI, Section A, Line 7B

“Dues increases in excess of the 20% allowed by the davis-sterling act are subject to the approval of membership. Special assessments in excess of 5% of the budget are also subject to membership approval.”

Form 990, Part VI, Section B, Line 11B

“Upon preparation, the association's board of directors is provided with a copy of form 990. After reviewing the return, the board's president or treasurer signs as the board representative and files the return.”

Form 990, Part VI, Section B, Line 12C

“The association retains the services of a management company to monitor board activity and document the minutes of the board meetings. The management company provides the membership with candidate information in conjunction with election meetings.”

Form 990, Part VI, Section C, Line 19

“Upon purchase of a home within the development, each owner receives a copy of the association's governing documents through escrow. Copies of the conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Beverlywood Homes Association
EIN
95-0549236
Phone
3102763463
Address
370 S DOHENY DR STE D, BEVERLY HILLS, CA 90211

Signing Officer

Name
Charles Shamash
Title
Treasurer
Phone
3102763463
Signed
2025-12-23

Organization Details

Principal Officer
Charles Shamash
Formed
1940
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Owens Moskowitz and Associates Inc
Address
27792 EL LAZO, LAGUNA NIGUEL, CA 92677
Preparer
Robert a Owens CPA
Phone
9498515020
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the association and recognize a tax liability if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Management has analyzed the tax positions taken by the association and has concluded that as of june 30, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The association is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress. The association's management believes it is no longer subject to income tax examinations for years prior to the year june 30, 2021.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Assessments deferred under fasb 606 implementation 32,062.”

Raw XML Appendix400 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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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060364
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING ABOUT CIVIC BETTERMENT ANDSOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY, AND BY OWNING, OPERATING, AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS IN THE ENTIRE COMMUNITY ON CERTAIN REAL PROPERTY LOCATED IN LOS ANGELES, CALIF.AMONG THE GENERAL PURPOSES IS TO PROMOTE THE COMMON GOOD, HEALTH, SAFETY, AND GENERAL WELFARE OF ALL RESIDENTS WITHIN THE COMMUNITY. THE POPULATION OF THE ASSOCIATION IS APPROXIMATELY 3,500. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTAINS A SMALL PARK AREA WITHIN THE COMMUNITY. THIS AREA IS AVAILABLE TO RESIDENTS AND THEIR GUESTS IN ACCORDANCE WITH THE ASSOCIATION'S GOVERNING DOCUMENTS.
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IRS990/AllOtherExpensesGrp/TotalAmt072781
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IRS990/Form990PartVIISectionAGrp/PersonNm0ADRIANA MOLLICA
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA VIDIKAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES SHAMASH
IRS990/Form990PartVIISectionAGrp/PersonNm3NINA CHEA
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE GILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARCI SANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID YADEGAR
IRS990/Form990PartVIISectionAGrp/PersonNm7SHORAM ZACKARY
IRS990/Form990PartVIISectionAGrp/PersonNm8VICTORIA FRANKEL
IRS990/Form990PartVIISectionAGrp/PersonNm9SOPHIE MELAMED
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01355749
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt091840
IRS990/InsuranceGrp/TotalAmt091840
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt057125
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057125
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01161921
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE STATEMENT O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01702676
IRS990/NetAssetsOrFundBalancesEOYAmt01659468
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt064536
IRS990/OccupancyGrp/TotalAmt064536
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02743
IRS990/OfficeExpensesGrp/TotalAmt02743
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SECURITY
IRS990/OtherExpensesGrp/Desc1ONSITE STAFF
IRS990/OtherExpensesGrp/Desc2LANDSCAPE MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WATER
IRS990/OtherExpensesGrp/ProgramServicesAmt0612200
IRS990/OtherExpensesGrp/ProgramServicesAmt1192916
IRS990/OtherExpensesGrp/ProgramServicesAmt2173230
IRS990/OtherExpensesGrp/ProgramServicesAmt357565
IRS990/OtherExpensesGrp/TotalAmt0612200
IRS990/OtherExpensesGrp/TotalAmt1192916
IRS990/OtherExpensesGrp/TotalAmt2173230
IRS990/OtherExpensesGrp/TotalAmt357565
IRS990/OtherLiabilitiesGrp/BOYAmt04268
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/Desc0ARCHITECTURAL FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt085158
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt151545
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085158
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt151545
IRS990/OtherRevenueTotalAmt0136703
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052936
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017269
IRS990/PrincipalOfficerNm0CHARLES SHAMASH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01120625
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt049887
IRS990/PYOtherExpensesAmt01189322
IRS990/PYOtherRevenueAmt0114709
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt095899
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01189322
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01285221
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-43208
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0494320
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0526382
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01656069
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01494754
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01398957
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherRevenuesNotIncludedAmt032062
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032062
IRS990ScheduleD/RevenueSubtotalAmt01323687
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR JUNE 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASSESSMENTS DEFERRED UNDER FASB 606 IMPLEMENTATION 32,062.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01398957
IRS990ScheduleD/TotalRevenuePerForm990Amt01355749
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01323687
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01398957
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION USES THE SERVICES OF FIRSTSERVICE RESIDENTIAL TO HANDLE DAY TO DAY OPERATIONS OF THE DEVELOPMENT INCLUDING COLLECTIONS, BILL PAYMENTS, HOMEOWNER ASSISTANCE, ETC. THE BOARD HAS THE ULTIMATE RESPONSIBILITY FOR AUTHORIZING PAYMENTS, SELECTING VENDORS, AND APPROVING THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER BECOMES A MEMBER OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE VOTED UPON BY THE MEMBERSHIP AT AN ANNUAL MEETING WHICH REQUIRES A QUORUM OF 10% OF THE 1,354 VOTING MEMBERS. BOARD MEMBERS SERVE A 2 YEAR TERM AND COME UP FOR ELECTION IN ALTERNATING CYCLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES INCREASES IN EXCESS OF THE 20% ALLOWED BY THE DAVIS-STERLING ACT ARE SUBJECT TO THE APPROVAL OF MEMBERSHIP. SPECIAL ASSESSMENTS IN EXCESS OF 5% OF THE BUDGET ARE ALSO SUBJECT TO MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON PREPARATION, THE ASSOCIATION'S BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990. AFTER REVIEWING THE RETURN, THE BOARD'S PRESIDENT OR TREASURER SIGNS AS THE BOARD REPRESENTATIVE AND FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION RETAINS THE SERVICES OF A MANAGEMENT COMPANY TO MONITOR BOARD ACTIVITY AND DOCUMENT THE MINUTES OF THE BOARD MEETINGS. THE MANAGEMENT COMPANY PROVIDES THE MEMBERSHIP WITH CANDIDATE INFORMATION IN CONJUNCTION WITH ELECTION MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER RECEIVES A COPY OF THE ASSOCIATION'S GOVERNING DOCUMENTS THROUGH ESCROW. COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02267881
IRS990/TotalAssetsEOYAmt02317096
IRS990/TotalAssetsGrp/BOYAmt02267881
IRS990/TotalAssetsGrp/EOYAmt02317096
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01161921
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0264604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01134353
IRS990/TotalFunctionalExpensesGrp/TotalAmt01398957
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0565205
IRS990/TotalLiabilitiesEOYAmt0657628
IRS990/TotalLiabilitiesGrp/BOYAmt0565205
IRS990/TotalLiabilitiesGrp/EOYAmt0657628
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01702676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01659468
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01134353
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193828
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01355749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02267881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02317096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0370 S DOHENY DR STE D
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090211
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.BEVERLYWOODHOA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SHAMASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03102763463
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLYWOOD HOMES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRSTSERVICE RESIDENTIAL
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0950549236
ReturnHeader/Filer/PhoneNum03102763463
ReturnHeader/Filer/USAddress/AddressLine1Txt0370 S DOHENY DR STE D
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330244756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OWENS MOSKOWITZ AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027792 EL LAZO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09498515020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A OWENS CPA
ReturnHeader/ReturnTs02025-12-24T14:26:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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