Civic Intelligence

Hacienda Golf Club

990 • Fiscal year 2019 • EIN 95-2367140

Apr 01, 2018 to Mar 31, 2019 • Filed on Nov 20, 2019

718 East RdLA Habra, CA 90631

(562) 694-1081

Siviq Scores

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

Liabilities / Assets

76th percentile

0.64x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

1.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Net Margin

10th percentile

-12%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Asset Growth

4th percentile

-10.0%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-0.6%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$9,096,780

Down $1,010,096 (-10.0%) from 2018

Net Assets

Down

$3,274,761

Down $669,335 (-17%) from 2018

Liabilities

Down

$5,822,019

Down $340,761 (-5.5%) from 2018

Revenue

Down

$5,808,511

Down $35,770 (-0.6%) from 2018

Expenses

Up

$6,477,846

Up $433,986 (+7.2%) from 2018

Net Income

Down

-$669,335

Down $469,756 (-235%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $15,241,443Liabilities 2011: $7,899,130Net Assets 2011: $7,342,3132011Assets 2012: $13,943,302Liabilities 2012: $7,382,140Net Assets 2012: $6,561,1622012Assets 2013: $13,240,123Liabilities 2013: $6,997,750Net Assets 2013: $6,242,3732013Assets 2014: $12,425,326Liabilities 2014: $6,603,941Net Assets 2014: $5,821,3852014Assets 2015: $11,706,428Liabilities 2015: $6,287,987Net Assets 2015: $5,418,4412015Assets 2016: $11,877,604Liabilities 2016: $7,023,193Net Assets 2016: $4,854,4112016Assets 2017: $10,669,356Liabilities 2017: $6,525,681Net Assets 2017: $4,143,6752017Assets 2018: $10,106,876Liabilities 2018: $6,162,780Net Assets 2018: $3,944,0962018Assets 2019: $9,096,780Liabilities 2019: $5,822,019Net Assets 2019: $3,274,7612019Assets 2020: $8,195,387Liabilities 2020: $4,904,584Net Assets 2020: $3,290,8032020Assets 2021: $8,593,423Liabilities 2021: $4,973,085Net Assets 2021: $3,620,3382021Assets 2022: $8,065,803Liabilities 2022: $4,318,939Net Assets 2022: $3,746,8642022Assets 2023: $8,123,370Liabilities 2023: $3,101,826Net Assets 2023: $5,021,5442023Assets 2024: $9,537,879Liabilities 2024: $3,493,752Net Assets 2024: $6,044,1272024Assets 2025: $14,665,732Liabilities 2025: $7,260,462Net Assets 2025: $7,405,2702025

Highlighted filing

2019

Assets$9,096,780
Liabilities$5,822,019
Net Assets$3,274,761

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $6,981,6062011Expenses 2012: $6,721,3822012Expenses 2013: $6,664,0662013Revenue 2014: $6,224,051Expenses 2014: $6,691,884Net Income 2014: -$467,8332014Revenue 2015: $5,914,033Expenses 2015: $6,322,892Net Income 2015: -$408,8592015Revenue 2016: $6,369,052Expenses 2016: $6,933,082Net Income 2016: -$564,0302016Revenue 2017: $5,946,699Expenses 2017: $6,657,435Net Income 2017: -$710,7362017Revenue 2018: $5,844,281Expenses 2018: $6,043,860Net Income 2018: -$199,5792018Revenue 2019: $5,808,511Expenses 2019: $6,477,846Net Income 2019: -$669,3352019Revenue 2020: $6,558,904Expenses 2020: $6,542,862Net Income 2020: $16,0422020Revenue 2021: $6,706,621Expenses 2021: $6,380,211Net Income 2021: $326,4102021Revenue 2022: $7,725,549Expenses 2022: $7,604,277Net Income 2022: $121,2722022Revenue 2023: $9,138,118Expenses 2023: $7,870,609Net Income 2023: $1,267,5092023Revenue 2024: $9,277,160Expenses 2024: $8,260,399Net Income 2024: $1,016,7612024Revenue 2025: $9,628,362Expenses 2025: $8,276,180Net Income 2025: $1,352,1822025

Highlighted filing

2019

Revenue$5,808,511
Expenses$6,477,846
Net Income-$669,335
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$7,518,074
Mission and Program Overview

Mission

To provide a superior golf, social and dining experience to the members.

The club is committed to providing a superior golf, social and dining experience to its members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,830,175$6,946,564▼ $883,611
Rtn Earn Endowment Incm Other Fnds$3,944,096$3,274,761▼ $669,335
Cash and Non-Interest-Bearing Accounts$1,016,070$1,178,190▲ $162,120
Accounts Receivable$972,753$730,340▼ $242,413
Inventories for Sale or Use$220,723$195,849▼ $24,874
Prepaid Expenses and Deferred Charges$54,381$33,063▼ $21,318
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,106,876$9,096,780▼ $1,010,096
Other Assets Total$12,774$12,774→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,086,750$4,677,925▼ $408,825
Accounts Payable and Accrued Expenses$752,495$818,555▲ $66,060
Deferred Revenue$323,535$325,539▲ $2,004
Total Liabilities$6,162,780$5,822,019▼ $340,761
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,944,096$3,274,761▼ $669,335
Total Liabilities and Net Assets / Fund Balance$10,106,876$9,096,780▼ $1,010,096

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,858,083-$13,858,083
Equipment$8,622,410-$8,622,410
Land$142,063-$142,063
Other Land Buildings$-15,675,992$15,675,992-
Compensation and Service Providers

Board Members and Trustees

NameTitle
A SakashitaPresident
B BodineDirector
L MorrisonDirector
R SchmittDirector
T EllisDirector
T SolomonsonDirector
R SylteGm- COO Reported on W-2
S BrenanSecretary
R McleodTreasurer
C CalkinsV.p
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,926,712
Investment Income
$771
Other Revenue
$881,028
Change in Net Assets
$-669,335

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,808,511
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,808,511
Total Revenue per Form 990
$5,808,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,563,100
Other Expenses$2,914,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,880,856
Depreciation Depletion---$763,948
Other Employee Benefits---$406,416
Occupancy---$404,264
Payroll Taxes---$250,061
Interest---$193,240
Fees for Services Other---$124,042
Other Expenses---$99,553
Information Technology---$79,383
Insurance---$63,903
Pension Plan Contributions---$25,767
Office Expenses---$24,641
Total Functional Expenses$0$0$0$6,477,846

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,477,846
Total Expenses per Audited Statements$6,477,846
Total Expenses per Form 990$6,477,846
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 6

MEMBER-OWNED CLUB

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

Matters requiring a vote are set forth in the bylaws.

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

As set forth in the club's bylaws.

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

A draft was presented prior to finalizing the return.

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

Annual reporting to the board.

Form 990, Part VI, Section B, line 15

Established by the board of directors.

Form 990, Part VI, Section C, line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Hacienda Golf Club
EIN
95-2367140
Phone
5626941081
Address
718 EAST RD, LA HABRA, CA 90631

Signing Officer

Name
V Mcleod
Title
COO
Phone
5626941081
Signed
2019-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Sylte
Formed
1920
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
135
Volunteers
0

Preparer

Firm
EGAN CPAs LP
Address
1545 N Columbus Ave, Glendale, CA 91202
Preparer
Gail N Egan
Phone
8183462026
Raw XML Appendix386 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/PYOtherExpensesAmt02603065
IRS990/PYOtherRevenueAmt0477673
IRS990/PYProgramServiceRevenueAmt05365814
IRS990/PYRevenuesLessExpensesAmt0-199579
IRS990/PYSalariesCompEmpBnftPaidAmt03440795
IRS990/PYTotalExpensesAmt06043860
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05844281
IRS990/ReconcilationRevenueExpnssAmt0-669335
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt015900
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt05437
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt05437
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03944096
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03274761
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt013858083
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013858083
IRS990ScheduleD/EquipmentGrp/BookValueAmt08622410
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08622410
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06477846
IRS990ScheduleD/LandGrp/BookValueAmt0142063
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0142063
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-15675992
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015675992
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05808511
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06946564
IRS990ScheduleD/TotalExpensesPerForm990Amt06477846
IRS990ScheduleD/TotalRevenuePerForm990Amt05808511
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05808511
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06477846
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBER-OWNED CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MATTERS REQUIRING A VOTE ARE SET FORTH IN THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS SET FORTH IN THE CLUB'S BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT WAS PRESENTED PRIOR TO FINALIZING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REPORTING TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ESTABLISHED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010106876
IRS990/TotalAssetsEOYAmt09096780
IRS990/TotalAssetsGrp/BOYAmt010106876
IRS990/TotalAssetsGrp/EOYAmt09096780
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0135
IRS990/TotalFunctionalExpensesGrp/TotalAmt06477846
IRS990/TotalGrossUBIAmt0-184556
IRS990/TotalLiabilitiesBOYAmt06162780
IRS990/TotalLiabilitiesEOYAmt05822019
IRS990/TotalLiabilitiesGrp/BOYAmt06162780
IRS990/TotalLiabilitiesGrp/EOYAmt05822019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03944096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03274761
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04926712
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05993067
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05808511
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-184556
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010106876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09096780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0718 EAST RD
IRS990/USAddress/CityNm0LA HABRA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090631
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HACIENDAGOLFCLUB.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0V MCLEOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum05626941081
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HACIENDA GOLF CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HACI
ReturnHeader/Filer/EIN0952367140
ReturnHeader/Filer/PhoneNum05626941081
ReturnHeader/Filer/USAddress/AddressLine1Txt0718 EAST RD
ReturnHeader/Filer/USAddress/CityNm0LA HABRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0666CA8E81FEBD39763DF843D9737168B74E4BA5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022A39458B5788CAA11512FB20F99B2FACBCB1FD2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.27.104.33
ReturnHeader/FilingSecurityInformation/IPDt02019-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:32:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954326198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EGAN CPAs LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01545 N Columbus Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091202
ReturnHeader/PreparerPersonGrp/PhoneNum08183462026
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gail N Egan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-20T15:34:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.7$7.26$7.41$9.63$8.28$1.35
2024Detailed filing. Detailed filing data is available for this year.$9.54$3.49$6.04$9.28$8.26$1.02
2023Detailed filing. Detailed filing data is available for this year.$8.12$3.10$5.02$9.14$7.87$1.27
2022Detailed filing. Detailed filing data is available for this year.$8.07$4.32$3.75$7.73$7.60$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.59$4.97$3.62$6.71$6.38$0.33
2020Detailed filing. Detailed filing data is available for this year.$8.20$4.90$3.29$6.56$6.54$0.02
2019Detailed filing. Detailed filing data is available for this year.$9.10$5.82$3.27$5.81$6.48$0.67
2018Detailed filing. Detailed filing data is available for this year.$10.1$6.16$3.94$5.84$6.04$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.7$6.53$4.14$5.95$6.66$0.71
2016Detailed filing. Detailed filing data is available for this year.$11.9$7.02$4.85$6.37$6.93$0.56
2015Detailed filing. Detailed filing data is available for this year.$11.7$6.29$5.42$5.91$6.32$0.41
2014Detailed filing. Detailed filing data is available for this year.$12.4$6.60$5.82$6.22$6.69$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$7.00$6.24$6.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$7.38$6.56$6.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$7.90$7.34$6.98