Civic Intelligence

Beverlywood Homes Association

990 • Fiscal year 2022 • EIN 95-0549236

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 02, 2022

Organization ProfileWWW.BEVERLYWOODHOA.COM
370 S Doheny Dr Ste DBeverly Hills, CA 90211

(310) 276-3463

Siviq Scores

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

Liabilities / Assets

79th percentile

0.33x

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

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.60x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.3%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,271,845

Down $206,319 (-8.3%) from 2021

Net Assets

Down

$1,529,337

Down $175,050 (-10%) from 2021

Liabilities

Down

$742,508

Down $31,269 (-4.0%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin17th percentile

Revenue

Down

$1,237,017

Down $633,885 (-34%) from 2021

Expenses

Down

$1,412,067

Down $147,005 (-9.4%) from 2021

Net Income

Down

-$175,050

Down $486,880 (-156%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2022

Assets$2,271,845
Liabilities$742,508
Net Assets$1,529,337
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

2022

Revenue$1,237,017
Expenses$1,412,067
Net Income-$175,050
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 2, 2022
Return Version
2021v4.2
Gross Receipts
$1,237,017
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 on an unrestricted basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,635,599$1,540,578▼ $95,021
Cap Stk Tr Prin Current Funds$945,087$867,806▼ $77,281
Rtn Earn Endowment Incm Other Fnds$759,300$661,531▼ $97,769
Accounts Receivable$669,570$638,205▼ $31,365
Prepaid Expenses and Deferred Charges$53,183$52,853▼ $330
Cash and Non-Interest-Bearing Accounts$119,812$40,209▼ $79,603
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$2,478,164$2,271,845▼ $206,319
Liabilities
Deferred Revenue$737,363$717,505▼ $19,858
Accounts Payable and Accrued Expenses$36,414$24,881▼ $11,533
Other Liabilities$0$122▲ $122
Total Liabilities$773,777$742,508▼ $31,269
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,704,387$1,529,337▼ $175,050
Total Liabilities and Net Assets / Fund Balance$2,478,164$2,271,845▼ $206,319
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Adriana MollicaPresident
Sophie MelamedVice President
Jeffrey WeinerMember
Lisa VidikanMember
Ronit EdryMember
Sarah Miller LiptonMember
Scott KriegerMember
Shahram ZackaryMember
Victoria FrankelMember
Richard MaySecretary
Maytal ShainbergTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Post Alarm SystemsMonthly Security Guards47 E SAINT JOSEPH ST, Arcadia, CA 91006$566,000
Firstservice ResidentialOn-site Staff/management Fees15241 LAGUNA CANYON RD, Irvine, CA 92618$244,132
Brightview LandscapeMonthly Landscape/irrigation32202 PASEO ADELANTO, San Juan Capistrano, CA 92675$226,303
Crockett ArchitectsArchitectural Review373 S DOHENY DR STE A, Beverly Hills, CA 90211$100,237
Revenue and Support

Revenue Composition

Contributions and Grants
$1,087,964
Program Service Revenue
$0
Investment Income
$5,509
Other Revenue
$143,544
Change in Net Assets
$-175,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,222,966
Revenue Not Reported on Financial Statements
$14,051
Revenue Not Reported on Form 990
$111,820
Other Revenue Adjustments
$14,051
Total Revenue per Audited Statements
$1,334,786
Total Revenue per Form 990
$1,237,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,412,067
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
Other Expenses$96,535--$96,535
Fees for Services Legal-$95,435-$95,435
All Other Expenses$67,569$24,045-$91,614
Occupancy-$59,367-$59,367
Fees for Services Management-$59,261-$59,261
Insurance-$27,509-$27,509
Fees for Services Accounting-$2,798-$2,798
Office Expenses-$2,496-$2,496
Total Functional Expenses$1,141,156$270,911$0$1,412,067

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,412,067
Total Expenses per Audited Statements$1,412,067
Total Expenses per Form 990$1,412,067
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Income Tax Payable$122
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
Maytal Shainberg
Title
Treasurer
Phone
3102763463
Signed
2022-09-02

Organization Details

Principal Officer
Maytal Shainberg
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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Settlement recognized under fasb 606 implementation 111,820.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Assessments deferred under fasb 606 implementation 14,051.”

Raw XML AppendixShowing 400 of 418 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036414
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024881
IRS990/AccountsReceivableGrp/BOYAmt0669570
IRS990/AccountsReceivableGrp/EOYAmt0638205
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
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 ON AN UNRESTRICTED BASIS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt024045
IRS990/AllOtherExpensesGrp/ProgramServicesAmt067569
IRS990/AllOtherExpensesGrp/TotalAmt091614
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRSTSERVICE RESIDENTIAL
IRS990/BooksInCareOfDetail/PhoneNum08884489356
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06080 CENTER DR SUITE 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090045
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0945087
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0867806
IRS990/CashNonInterestBearingGrp/BOYAmt0119812
IRS990/CashNonInterestBearingGrp/EOYAmt040209
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0566000
IRS990/ContractorCompensationGrp/CompensationAmt1244132
IRS990/ContractorCompensationGrp/CompensationAmt2226303
IRS990/ContractorCompensationGrp/CompensationAmt3100237
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt047 E SAINT JOSEPH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt115241 LAGUNA CANYON RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt232202 PASEO ADELANTO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3373 S DOHENY DR STE A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ARCADIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1IRVINE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN JUAN CAPISTRANO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BEVERLY HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192618
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd292675
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd390211
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0POST ALARM SYSTEMS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1FIRSTSERVICE RESIDENTIAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BRIGHTVIEW LANDSCAPE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CROCKETT ARCHITECTS
IRS990/ContractorCompensationGrp/ServicesDesc0MONTHLY SECURITY GUARDS
IRS990/ContractorCompensationGrp/ServicesDesc1ON-SITE STAFF/MANAGEMENT FEES
IRS990/ContractorCompensationGrp/ServicesDesc2MONTHLY LANDSCAPE/IRRIGATION
IRS990/ContractorCompensationGrp/ServicesDesc3ARCHITECTURAL REVIEW
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01087964
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05509
IRS990/CYOtherExpensesAmt01412067
IRS990/CYOtherRevenueAmt0143544
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-175050
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01412067
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01237017
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0737363
IRS990/DeferredRevenueGrp/EOYAmt0717505
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01141156
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02798
IRS990/FeesForServicesAccountingGrp/TotalAmt02798
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt095435
IRS990/FeesForServicesLegalGrp/TotalAmt095435
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt059261
IRS990/FeesForServicesManagementGrp/TotalAmt059261
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0ADRIANA MOLLICA
IRS990/Form990PartVIISectionAGrp/PersonNm1SOPHIE MELAMED
IRS990/Form990PartVIISectionAGrp/PersonNm2MAYTAL SHAINBERG
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD MAY
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA VIDIKAN
IRS990/Form990PartVIISectionAGrp/PersonNm5VICTORIA FRANKEL
IRS990/Form990PartVIISectionAGrp/PersonNm6SARAH MILLER LIPTON
IRS990/Form990PartVIISectionAGrp/PersonNm7SHAHRAM ZACKARY
IRS990/Form990PartVIISectionAGrp/PersonNm8RONIT EDRY
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFFREY WEINER
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT KRIEGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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/GrossReceiptsAmt01237017
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt027509
IRS990/InsuranceGrp/TotalAmt027509
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05509
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05509
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01087964
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE STATEMENT O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01704387
IRS990/NetAssetsOrFundBalancesEOYAmt01529337
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt059367
IRS990/OccupancyGrp/TotalAmt059367
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02496
IRS990/OfficeExpensesGrp/TotalAmt02496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SECURITY
IRS990/OtherExpensesGrp/Desc1LANDSCAPE MAINTENANCE
IRS990/OtherExpensesGrp/Desc2ONSITE STAFF
IRS990/OtherExpensesGrp/Desc3ARCHITECTURAL DESIGN RE
IRS990/OtherExpensesGrp/ProgramServicesAmt0566000
IRS990/OtherExpensesGrp/ProgramServicesAmt1226303
IRS990/OtherExpensesGrp/ProgramServicesAmt2184749
IRS990/OtherExpensesGrp/ProgramServicesAmt396535
IRS990/OtherExpensesGrp/TotalAmt0566000
IRS990/OtherExpensesGrp/TotalAmt1226303
IRS990/OtherExpensesGrp/TotalAmt2184749
IRS990/OtherExpensesGrp/TotalAmt396535
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0122
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2531390
IRS990/OtherRevenueMiscGrp/Desc0ARCHITECTURAL FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2CC&R VIOLATIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0105576
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt126985
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt210983
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0105576
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt126985
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210983
IRS990/OtherRevenueTotalAmt0143544
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053183
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052853
IRS990/PrincipalOfficerNm0MAYTAL SHAINBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01036200
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06871
IRS990/PYOtherExpensesAmt01559072
IRS990/PYOtherRevenueAmt0827831
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0311830
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01559072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01870902
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-175050
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0759300
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0661531
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01635599
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01540578
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01412067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0122
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCOME TAX PAYABLE
IRS990ScheduleD/OtherRevenueAmt0111820
IRS990ScheduleD/OtherRevenuesNotIncludedAmt014051
IRS990ScheduleD/RevenueNotReportedAmt0111820
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014051
IRS990ScheduleD/RevenueSubtotalAmt01222966
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SETTLEMENT RECOGNIZED UNDER FASB 606 IMPLEMENTATION 111,820.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASSESSMENTS DEFERRED UNDER FASB 606 IMPLEMENTATION 14,051.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01412067
IRS990ScheduleD/TotalLiabilityAmt0122
IRS990ScheduleD/TotalRevenuePerForm990Amt01237017
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01334786
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01412067
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/TotalAssetsBOYAmt02478164
IRS990/TotalAssetsEOYAmt02271845
IRS990/TotalAssetsGrp/BOYAmt02478164
IRS990/TotalAssetsGrp/EOYAmt02271845
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01087964
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0270911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01141156
IRS990/TotalFunctionalExpensesGrp/TotalAmt01412067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0773777
IRS990/TotalLiabilitiesEOYAmt0742508
IRS990/TotalLiabilitiesGrp/BOYAmt0773777
IRS990/TotalLiabilitiesGrp/EOYAmt0742508
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01704387
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01529337
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01141156
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149053
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01237017
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02478164
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02271845
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYTAL SHAINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03102763463
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-02
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,271,845
Liabilities
$742,508
Net assets
$1,529,337
Revenue
$1,237,017
Expenses
$1,412,067
Net income
-$175,050
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)4 • $1M-$5M nonprofits