Civic Intelligence

Lake Forest II Master Hoa

990 • Fiscal year 2020 • EIN 95-2921294

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 05, 2021

Organization ProfileWWW.LF2.ORG

View Organization Page

24752 Toledo WayLake Forest, CA 92630

(949) 586-0860

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Net Margin

53rd percentile

9.9%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$13,222,351

Up $13,222,351 from 2019

Net Assets

Up

$12,958,958

Up $12,958,958 from 2019

Liabilities

Up

$263,393

Up $263,393 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin53rd percentile

Revenue

Up

$4,055,155

Up $4,055,155 from 2019

Expenses

Up

$3,652,487

Up $3,652,487 from 2019

Net Income

Up

$402,668

Up $402,668 from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $9,256,012Liabilities 2011: $1,039,882Net Assets 2011: $8,216,1302011Assets 2012: $9,085,417Liabilities 2012: $931,165Net Assets 2012: $8,154,2522012Assets 2013: $9,531,848Liabilities 2013: $792,180Net Assets 2013: $8,739,6682013Assets 2014: $9,847,137Liabilities 2014: $695,211Net Assets 2014: $9,151,9262014Assets 2015: $10,075,137Liabilities 2015: $277,389Net Assets 2015: $9,797,7482015Assets 2016: $10,863,429Liabilities 2016: $224,345Net Assets 2016: $10,639,0842016Assets 2017: $11,535,619Liabilities 2017: $252,877Net Assets 2017: $11,282,7422017Assets 2018: $11,606,060Liabilities 2018: $275,599Net Assets 2018: $11,330,4612018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $13,222,351Liabilities 2020: $263,393Net Assets 2020: $12,958,9582020Assets 2021: $10,743,439Liabilities 2021: $307,619Net Assets 2021: $10,435,8202021Assets 2022: $11,093,075Liabilities 2022: $305,994Net Assets 2022: $10,787,0812022Assets 2023: $10,663,306Liabilities 2023: $374,437Net Assets 2023: $10,288,8692023Assets 2024: $11,732,982Liabilities 2024: $397,302Net Assets 2024: $11,335,6802024

Highlighted filing

2020

Assets$13,222,351
Liabilities$263,393
Net Assets$12,958,958
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,130,345Expenses 2011: $3,462,374Net Income 2011: $667,9712011Revenue 2012: $4,135,720Expenses 2012: $4,197,598Net Income 2012: -$61,8782012Revenue 2013: $4,153,878Expenses 2013: $3,568,462Net Income 2013: $585,4162013Revenue 2014: $4,247,083Expenses 2014: $3,834,825Net Income 2014: $412,2582014Revenue 2015: $4,318,374Expenses 2015: $3,672,552Net Income 2015: $645,8222015Revenue 2016: $4,582,805Expenses 2016: $3,741,469Net Income 2016: $841,3362016Revenue 2017: $4,550,809Expenses 2017: $3,907,151Net Income 2017: $643,6582017Revenue 2018: $4,714,359Expenses 2018: $4,666,640Net Income 2018: $47,7192018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $4,055,155Expenses 2020: $3,652,487Net Income 2020: $402,6682020Revenue 2021: $7,362,628Expenses 2021: $7,283,278Net Income 2021: $79,3502021Revenue 2022: $4,708,628Expenses 2022: $4,679,247Net Income 2022: $29,3812022Revenue 2023: $6,412,605Expenses 2023: $6,159,330Net Income 2023: $253,2752023Revenue 2024: $5,742,242Expenses 2024: $5,347,162Net Income 2024: $395,0802024

Highlighted filing

2020

Revenue$4,055,155
Expenses$3,652,487
Net Income$402,668
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 5, 2021
Return Version
2020v4.0
Gross Receipts
$4,055,155
Mission and Program Overview

Mission

To provide the maintenance, preservation and architectural control of the lots and common areas of the association, and to promote the health, safety and welfare of its residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,198,137$10,008,626▲ $810,489
Rtn Earn Endowment Incm Other Fnds$8,485,967$9,179,242▲ $693,275
Land, Buildings, and Equipment, Net$2,046,975$2,007,178▼ $39,797
Cap Stk Tr Prin Current Funds$1,671,648$1,988,887▲ $317,239
Pd in Cap Srpls Land Bldg Eqp Fund$1,842,283$1,790,829▼ $51,454
Cash and Non-Interest-Bearing Accounts$831,044$992,554▲ $161,510
Prepaid Expenses and Deferred Charges$125,572$140,261▲ $14,689
Accounts Receivable$5,535$37,440▲ $31,905
Total Assets$12,261,626$13,222,351▲ $960,725
Other Assets Total$54,363$36,292▼ $18,071
Liabilities
Other Liabilities$121,827$136,259▲ $14,432
Deferred Revenue$117,844$106,569▼ $11,275
Accounts Payable and Accrued Expenses$22,057$20,565▼ $1,492
Total Liabilities$261,728$263,393▲ $1,665
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,999,898$12,958,958▲ $959,060
Total Liabilities and Net Assets / Fund Balance$12,261,626$13,222,351▲ $960,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,077,087$762,650-
Other Land Buildings$48,014$4,260,010-
Land$713,742--
Equipment$168,335$1,159,856-
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
James RichertPresident
Dennis FreedDirector
Justin KirkDirector
Mike JesseDirector
Paul CoulterDirector
Thomas LuddenTreasurer
Jolene FuentesVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Earthco Arbor Care INCLandscape1225 E WAKEHAM AVENUE, Santa Ana, CA 92705$147,497
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,402,458
Investment Income
$153,164
Other Revenue
$499,533
Change in Net Assets
$402,668

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,055,155
Total Revenue per Audited Statements
$4,055,155
Total Revenue per Form 990
$4,055,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,367,583
Salaries, Compensation, and Employee Benefits$1,284,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,699,968$27,208-$1,727,176
Other Salaries and Wages$1,284,904--$1,284,904
Insurance-$391,101-$391,101
Depreciation Depletion$119,182--$119,182
Office Expenses-$76,484-$76,484
Fees for Services Accounting-$35,350-$35,350
Fees for Services Legal-$18,290-$18,290
Total Functional Expenses$3,104,054$548,433$0$3,652,487

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,652,487
Total Expenses per Audited Statements$3,652,487
Total Expenses per Form 990$3,652,487
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$130,279
Refundable Deposits$5,980
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 11B

“An independent cpa prepares the tax returns based upon financial statements that were approved by the board.”

Form 990, Page 6, Part VI, Line 12C

“Yes. All board of directors are required to sign a conflict of interest agreement. The agreement states that as a board of director of the association, they shall not make, participate in making, or in any way attempt to use their position to influence an association decision in which the director will have a direct or indirect financial interest. In the event that a situation arises during the director's course of service as a member of the board that may have a direct or indirect financial effect, they shall refrain from any discussion, attempts to influence, or action on the matter.”

Form 990, Page 6, Part VI, Line 19

“They are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Forest Ii Master Hoa
EIN
95-2921294
Phone
9495860860
Address
24752 TOLEDO WAY, LAKE FOREST, CA 92630

Signing Officer

Name
Thomas Ludden
Title
Treasurer
Phone
9495860860
Signed
2021-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Ludden
Formed
1971
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
44

Preparer

Firm
Vanderpol and Company
Address
151 KALMUS DR STE M3A, COSTA MESA, CA 92626-7934
Preparer
Catherine Vanderpol
Phone
7144371025
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Utilities 252,092 0 0 maintenance and repairs 268,486 0 0 supplies 73,115 0 0 street sweeping 46,920 0 0 janitorial service & supplies 14,398 0 0 lake maintenance 173,572 0 0 4th of july event 8,060 0 0 landscape/tree maintenance 436,590 0 0 fitness/tennis expenses 113,992 0 0 recreational expense 14,918 0 0 community service 8,957 0 0 project expenditures 87,026 0 0 sports courts 59,208 0 0 termite fumigation 19,005 0 0 youth center 4,703 0 0 pool area/furnishings 3,300 0 0 gate repairs 1,700 0 0 clubhouse 975 0 0 boiler repairs 892 0 0 park lots 688 0 0 signs 32,754 0 0 pavers 41,286 0 0 street repairs/consultants 25,312 0 0 lighting/electrical 5,026 0 0 bridge repairs 3,039 0 0 doggie stations 1,902 0 0 storm drain 1,060 0 0 erosion control 992 0 0 state income tax 0 19,938 0 other professional fees 0 7,270 0 total 1,699,968 27,208 0”

Form 990, Part XI, Line 9

“Exempt membership adj. 556,392”

Raw XML Appendix351 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/PYRevenuesLessExpensesAmt0353484
IRS990/PYSalariesCompEmpBnftPaidAmt01371339
IRS990/PYTotalExpensesAmt04315391
IRS990/PYTotalRevenueAmt04668875
IRS990/ReconcilationRevenueExpnssAmt0402668
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03402458
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08485967
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09179242
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09198137
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010008626
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01077087
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0762650
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01839737
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168335
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01159856
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01328191
IRS990ScheduleD/ExpensesSubtotalAmt03652487
IRS990ScheduleD/LandGrp/BookValueAmt0713742
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0713742
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt048014
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04260010
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt04308024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0130279
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt04055155
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02007178
IRS990ScheduleD/TotalExpensesPerForm990Amt03652487
IRS990ScheduleD/TotalLiabilityAmt0136259
IRS990ScheduleD/TotalRevenuePerForm990Amt04055155
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04055155
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03652487
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INDEPENDENT CPA PREPARES THE TAX RETURNS BASED UPON FINANCIAL STATEMENTS THAT WERE APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YES. ALL BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT. THE AGREEMENT STATES THAT AS A BOARD OF DIRECTOR OF THE ASSOCIATION, THEY SHALL NOT MAKE, PARTICIPATE IN MAKING, OR IN ANY WAY ATTEMPT TO USE THEIR POSITION TO INFLUENCE AN ASSOCIATION DECISION IN WHICH THE DIRECTOR WILL HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST. IN THE EVENT THAT A SITUATION ARISES DURING THE DIRECTOR'S COURSE OF SERVICE AS A MEMBER OF THE BOARD THAT MAY HAVE A DIRECT OR INDIRECT FINANCIAL EFFECT, THEY SHALL REFRAIN FROM ANY DISCUSSION, ATTEMPTS TO INFLUENCE, OR ACTION ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THEY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES 252,092 0 0 MAINTENANCE AND REPAIRS 268,486 0 0 SUPPLIES 73,115 0 0 STREET SWEEPING 46,920 0 0 JANITORIAL SERVICE & SUPPLIES 14,398 0 0 LAKE MAINTENANCE 173,572 0 0 4TH OF JULY EVENT 8,060 0 0 LANDSCAPE/TREE MAINTENANCE 436,590 0 0 FITNESS/TENNIS EXPENSES 113,992 0 0 RECREATIONAL EXPENSE 14,918 0 0 COMMUNITY SERVICE 8,957 0 0 PROJECT EXPENDITURES 87,026 0 0 SPORTS COURTS 59,208 0 0 TERMITE FUMIGATION 19,005 0 0 YOUTH CENTER 4,703 0 0 POOL AREA/FURNISHINGS 3,300 0 0 GATE REPAIRS 1,700 0 0 CLUBHOUSE 975 0 0 BOILER REPAIRS 892 0 0 PARK LOTS 688 0 0 SIGNS 32,754 0 0 PAVERS 41,286 0 0 STREET REPAIRS/CONSULTANTS 25,312 0 0 LIGHTING/ELECTRICAL 5,026 0 0 BRIDGE REPAIRS 3,039 0 0 DOGGIE STATIONS 1,902 0 0 STORM DRAIN 1,060 0 0 EROSION CONTROL 992 0 0 STATE INCOME TAX 0 19,938 0 OTHER PROFESSIONAL FEES 0 7,270 0 TOTAL 1,699,968 27,208 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXEMPT MEMBERSHIP ADJ. 556,392
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012261626
IRS990/TotalAssetsEOYAmt013222351
IRS990/TotalAssetsGrp/BOYAmt012261626
IRS990/TotalAssetsGrp/EOYAmt013222351
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0548433
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03104054
IRS990/TotalFunctionalExpensesGrp/TotalAmt03652487
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0261728
IRS990/TotalLiabilitiesEOYAmt0263393
IRS990/TotalLiabilitiesGrp/BOYAmt0261728
IRS990/TotalLiabilitiesGrp/EOYAmt0263393
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011999898
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012958958
IRS990/TotalProgramServiceExpensesAmt03104054
IRS990/TotalProgramServiceRevenueAmt03402458
IRS990/TotalRevenueGrp/ExclusionAmt0153164
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03901991
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04055155
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012261626
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013222351
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt024752 TOLEDO LANE
IRS990/USAddress/CityNm0LAKE FOREST
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092630
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LF2.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LUDDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09495860860
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST II MASTER HOA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0952921294
ReturnHeader/Filer/PhoneNum09495860860
ReturnHeader/Filer/USAddress/AddressLine1Txt024752 TOLEDO WAY
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464435702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VANDERPOL AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 KALMUS DR STE M3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926267934
ReturnHeader/PreparerPersonGrp/PhoneNum07144371025
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE VANDERPOL
ReturnHeader/ReturnTs02021-04-12T20:02:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUDDEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,222,351
Liabilities
$263,393
Net assets
$12,958,958
Revenue
$4,055,155
Expenses
$3,652,487
Net income
$402,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.40$11.3$5.74$5.35$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.37$10.3$6.41$6.16$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.31$10.8$4.71$4.68$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.31$10.4$7.36$7.28$0.08
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.26$13.0$4.06$3.65$0.40
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$11.6$0.28$11.3$4.71$4.67$0.05
2017Summary only. Only limited summary data is available for this year.$11.5$0.25$11.3$4.55$3.91$0.64
2016Summary only. Only limited summary data is available for this year.$10.9$0.22$10.6$4.58$3.74$0.84
2015Summary only. Only limited summary data is available for this year.$10.1$0.28$9.80$4.32$3.67$0.65
2014Summary only. Only limited summary data is available for this year.$9.85$0.70$9.15$4.25$3.83$0.41
2013Summary only. Only limited summary data is available for this year.$9.53$0.79$8.74$4.15$3.57$0.59
2012Summary only. Only limited summary data is available for this year.$9.09$0.93$8.15$4.14$4.20$0.06
2011Summary only. Only limited summary data is available for this year.$9.26$1.04$8.22$4.13$3.46$0.67