Civic Intelligence

Palos Verdes Homes Association

990 • Fiscal year 2021 • EIN 95-1085020

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 02, 2022

Organization Profilewww.pvha.org
PO Box 188Palos Verdes Estates, CA 90724

(310) 373-6721

Siviq Scores

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

Liabilities / Assets

64th percentile

0.10x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.06x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Net Margin

68th percentile

25%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

46%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$501,258

Up $124,134 (+33%) from 2020

Net Assets

Up

$452,300

Up $207,026 (+84%) from 2020

Liabilities

Down

$48,958

Down $82,892 (-63%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$817,195

Up $255,670 (+46%) from 2020

Expenses

Up

$610,169

Up $37,532 (+6.6%) from 2020

Net Income

Up

$207,026

Up $218,138 (+1963%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,185,982Liabilities 2012: $138,798Net Assets 2012: $1,047,1842012Assets 2013: $1,017,473Liabilities 2013: $39,505Net Assets 2013: $977,9682013Assets 2014: $1,045,796Liabilities 2014: $38,698Net Assets 2014: $1,007,0982014Assets 2015: $1,074,187Liabilities 2015: $26,443Net Assets 2015: $1,047,7442015Assets 2016: $913,941Liabilities 2016: $21,106Net Assets 2016: $892,8352016Assets 2018: $792,617Liabilities 2018: $29,524Net Assets 2018: $763,0932018Assets 2019: $469,689Liabilities 2019: $213,303Net Assets 2019: $256,3862019Assets 2020: $377,124Liabilities 2020: $131,850Net Assets 2020: $245,2742020Assets 2021: $501,258Liabilities 2021: $48,958Net Assets 2021: $452,3002021Assets 2022: $623,618Liabilities 2022: $16,473Net Assets 2022: $607,1452022Assets 2023: $920,542Liabilities 2023: $22,570Net Assets 2023: $897,9722023Assets 2024: $970,994Liabilities 2024: $2,765Net Assets 2024: $968,2292024Assets 2025: $1,715,440Liabilities 2025: $50,248Net Assets 2025: $1,665,1922025

Highlighted filing

2021

Assets$501,258
Liabilities$48,958
Net Assets$452,300
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $945,601Expenses 2012: $599,826Net Income 2012: $345,7752012Expenses 2013: $451,3602013Revenue 2014: $491,237Expenses 2014: $468,030Net Income 2014: $23,2072014Revenue 2015: $513,177Expenses 2015: $466,463Net Income 2015: $46,7142015Revenue 2016: $539,269Expenses 2016: $700,464Net Income 2016: -$161,1952016Revenue 2018: $701,128Expenses 2018: $795,543Net Income 2018: -$94,4152018Revenue 2019: $921,060Expenses 2019: $1,427,767Net Income 2019: -$506,7072019Revenue 2020: $561,525Expenses 2020: $572,637Net Income 2020: -$11,1122020Revenue 2021: $817,195Expenses 2021: $610,169Net Income 2021: $207,0262021Revenue 2022: $781,598Expenses 2022: $626,753Net Income 2022: $154,8452022Revenue 2023: $903,123Expenses 2023: $612,296Net Income 2023: $290,8272023Revenue 2024: $818,049Expenses 2024: $747,792Net Income 2024: $70,2572024Revenue 2025: $1,506,034Expenses 2025: $802,873Net Income 2025: $703,1612025

Highlighted filing

2021

Revenue$817,195
Expenses$610,169
Net Income$207,026
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 2, 2022
Return Version
2020v4.0
Gross Receipts
$817,195
Mission and Program Overview

Mission

To enforce the governing documents of the planned development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$232,529$253,038▲ $20,509
Cash and Non-Interest-Bearing Accounts$94,559$186,449▲ $91,890
Prepaid Expenses and Deferred Charges$25,473$43,099▲ $17,626
Land, Buildings, and Equipment, Net$24,563$18,672▼ $5,891
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$377,124$501,258▲ $124,134
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$119,426$34,579▼ $84,847
Other Liabilities$12,424$14,379▲ $1,955
Total Liabilities$131,850$48,958▼ $82,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$245,274$452,300▲ $207,026
Total Net Assets Fund Balance$245,274$452,300▲ $207,026
Total Liabilities and Net Assets / Fund Balance$377,124$501,258▲ $124,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,493$160,106$166,599
Leasehold Improvements$10,836$27,364$38,200
Other Land Buildings$1,343$2,619$3,962
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Christine McNamaraPresident
Marlene BreeneVice President
Mike GattoFormer Director
Stefanie ForseyFormer Secretar
Dick FayFormer Vice Pre
Charles TangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$742,412
Investment Income
$4,546
Other Revenue
$70,237
Change in Net Assets
$207,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$817,195
Total Revenue per Audited Statements
$817,195
Total Revenue per Form 990
$817,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$337,067
Salaries, Compensation, and Employee Benefits$273,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$187,433$46,858-$234,291
Insurance$79,323$26,441-$105,764
Fees for Services Legal$61,514$20,505-$82,019
Occupancy$31,798$7,950-$39,748
Fees for Services Accounting$13,500$9,000-$22,500
Payroll Taxes$15,986$3,996-$19,982
Pension Plan Contributions$12,570$3,143-$15,713
Office Expenses$5,888$5,888-$11,776
Depreciation Depletion$5,506$1,376-$6,882
Other Expenses$5,073$1,646-$5,073
Other Employee Benefits$2,493$623-$3,116
Fees for Services Other$1,256$676-$1,932
All Other Expenses-$540-$540
Total Functional Expenses$478,573$131,596$0$610,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$610,169
Total Expenses per Audited Statements$610,169
Total Expenses per Form 990$610,169
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll & Related Liabilities$14,379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Members are the property owners in the Association.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board of Directors reviews the Form 990 prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Ethics and Conflicts Policy is signed by all BoD, Art Jury members and committee members.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The CEO, Executive Director or other top management officials are not compensated. Staff compensation is reviewed and approved by the Board of Directors as needed.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Provided upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Palos Verdes Homes Association
EIN
95-1085020
Phone
3103736721
Address
PO Box 188, Palos Verdes Estates, CA 90724

Signing Officer

Name
Christine McNamara
Title
President
Signed
2022-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine McNamara
Formed
1923
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
4
Volunteers
3

Preparer

Firm
Porter & Lasiewicz CPAs
Address
980 Enchanted Way Suite 104, Simi Valley, CA 93065
Preparer
Gary A Porter
Phone
8054336022
Raw XML Appendix399 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.

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IRS990/ProgramServiceRevenueGrp/Desc0Architectural Review&Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0742412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0742412
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08053
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0272800
IRS990/PYOtherRevenueAmt010186
IRS990/PYProgramServiceRevenueAmt0543286
IRS990/PYRevenuesLessExpensesAmt0-11112
IRS990/PYSalariesCompEmpBnftPaidAmt0299837
IRS990/PYTotalExpensesAmt0572637
IRS990/PYTotalRevenueAmt0561525
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0207026
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0232529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0253038
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06493
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0160106
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0166599
IRS990ScheduleD/ExpensesSubtotalAmt0610169
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010836
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt027364
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt038200
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01343
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02619
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03962
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll & Related Liabilities
IRS990ScheduleD/RevenueSubtotalAmt0817195
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018672
IRS990ScheduleD/TotalExpensesPerForm990Amt0610169
IRS990ScheduleD/TotalLiabilityAmt014379
IRS990ScheduleD/TotalRevenuePerForm990Amt0817195
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0817195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0610169
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are the property owners in the Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Directors reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Ethics and Conflicts Policy is signed by all BoD, Art Jury members and committee members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The CEO, Executive Director or other top management officials are not compensated. Staff compensation is reviewed and approved by the Board of Directors as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0377124
IRS990/TotalAssetsEOYAmt0501258
IRS990/TotalAssetsGrp/BOYAmt0377124
IRS990/TotalAssetsGrp/EOYAmt0501258
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0131596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0478573
IRS990/TotalFunctionalExpensesGrp/TotalAmt0610169
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0131850
IRS990/TotalLiabilitiesEOYAmt048958
IRS990/TotalLiabilitiesGrp/BOYAmt0131850
IRS990/TotalLiabilitiesGrp/EOYAmt048958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0245274
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0452300
IRS990/TotalProgramServiceExpensesAmt0478573
IRS990/TotalProgramServiceRevenueAmt0742412
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0817195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0817195
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377124
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0501258
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 188
IRS990/USAddress/CityNm0Palos Verdes Estates
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090724
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.pvha.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine McNamara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Palos Verdes Homes Association
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0951085020
ReturnHeader/Filer/PhoneNum03103736721
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 188
ReturnHeader/Filer/USAddress/CityNm0Palos Verdes Estates
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090724
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823331716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Lasiewicz CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0980 Enchanted Way Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08054336022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Porter
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-02T09:36:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McNamara
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,258
Liabilities
$48,958
Net assets
$452,300
Revenue
$817,195
Expenses
$610,169
Net income
$207,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.05$1.67$1.51$0.80$0.70
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.82$0.75$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.90$0.61$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.61$0.78$0.63$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.05$0.45$0.82$0.61$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.13$0.25$0.56$0.57$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.21$0.26$0.92$1.43$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.70$0.80$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$0.54$0.70$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.05$0.51$0.47$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.01$0.49$0.47$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.04$0.98$0.45
2012Summary only. Only limited summary data is available for this year.$1.19$0.14$1.05$0.95$0.60$0.35