Civic Intelligence

Lake Forest II Master Hoa

990 • Fiscal year 2023 • EIN 95-2921294

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

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

31st percentile

0.04x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.06x

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

2023 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2023

Net Margin

44th percentile

3.9%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2023 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2023

Asset Growth

18th percentile

-3.9%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$10,663,306

Down $429,769 (-3.9%) from 2022

Net Assets

Down

$10,288,869

Down $498,212 (-4.6%) from 2022

Liabilities

Up

$374,437

Up $68,443 (+22%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin44th percentile

Revenue

Up

$6,412,605

Up $1,703,977 (+36%) from 2022

Expenses

Up

$6,159,330

Up $1,480,083 (+32%) from 2022

Net Income

Up

$253,275

Up $223,894 (+762%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2023

Assets$10,663,306
Liabilities$374,437
Net Assets$10,288,869
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

2023

Revenue$6,412,605
Expenses$6,159,330
Net Income$253,275
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Gross Receipts
$6,412,605
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$8,146,588$7,707,992▼ $438,596
Rtn Earn Endowment Incm Other Fnds$6,977,065$6,400,710▼ $576,355
Cap Stk Tr Prin Current Funds$2,122,095$2,251,692▲ $129,597
Land, Buildings, and Equipment, Net$1,836,354$1,729,335▼ $107,019
Pd in Cap Srpls Land Bldg Eqp Fund$1,687,921$1,636,467▼ $51,454
Cash and Non-Interest-Bearing Accounts$890,786$895,611▲ $4,825
Prepaid Expenses and Deferred Charges$144,038$203,411▲ $59,373
Accounts Receivable$29,087$17,453▼ $11,634
Total Assets$11,093,075$10,663,306▼ $429,769
Other Assets Total$46,222$109,504▲ $63,282
Liabilities
Other Liabilities$172,731$209,081▲ $36,350
Deferred Revenue$116,175$128,701▲ $12,526
Accounts Payable and Accrued Expenses$17,088$36,655▲ $19,567
Total Liabilities$305,994$374,437▲ $68,443
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,787,081$10,288,869▼ $498,212
Total Liabilities and Net Assets / Fund Balance$11,093,075$10,663,306▼ $429,769

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$922,725$917,012-
Other Land Buildings$11,265$4,247,855-
Land$713,742--
Equipment$81,603$1,225,691-
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
James RichertPresident
Fildelma RobertsDirector
Jeff WerkmeisterDirector
Jolene FuentesDirector
Sonny MorperDirector
Thomas LuddenTreasurer
Paul CoulterVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Earthco Arbor Care INCTree Maint.1225 E WAKEHAM AVENUE, Santa Ana, CA 92705$196,369
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,055,373
Investment Income
$225,451
Other Revenue
$1,131,781
Change in Net Assets
$253,275

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,412,605
Total Revenue per Audited Statements
$6,412,605
Total Revenue per Form 990
$6,412,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,505,358
Salaries, Compensation, and Employee Benefits$1,653,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,743,202$48,388-$3,791,590
Other Salaries and Wages$1,653,972--$1,653,972
Insurance-$418,027-$418,027
Depreciation Depletion$108,518--$108,518
Office Expenses-$91,584-$91,584
Fees for Services Accounting-$57,333-$57,333
Fees for Services Legal-$38,306-$38,306
Total Functional Expenses$5,505,692$653,638$0$6,159,330

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,159,330
Total Expenses per Audited Statements$6,159,330
Total Expenses per Form 990$6,159,330
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$160,053
Refundable Deposits$24,160
State Income Tax Payable$12,808
Other Liability$6,290
Lake Maintenance Liability$5,770
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
Signed
2024-04-04
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
88

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Utilities 376,647 0 0 maintenance and repairs 659,984 0 0 supplies 127,208 0 0 street sweeping/maintenance 1,509,397 0 0 janitorial service & supplies 8,605 0 0 lake maintenance 211,270 0 0 4th of july event 112,837 0 0 landscape/tree maintenance 535,875 0 0 fitness/tennis expenses 93,796 0 0 recreational expense 51,341 0 0 community service 13,506 0 0 project expenditures 18,000 0 0 pool area furnishings 24,736 0 0 state income tax 0 31,008 0 other professional fees 0 17,380 0 total 3,743,202 48,388 0”

Form 990, Part XI, Line 9

“Exempt membership adj. -751,487”

Raw XML Appendix357 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/PYOtherExpensesAmt03114425
IRS990/PYOtherRevenueAmt0917762
IRS990/PYProgramServiceRevenueAmt03730748
IRS990/PYRevenuesLessExpensesAmt029381
IRS990/PYSalariesCompEmpBnftPaidAmt01564822
IRS990/PYTotalExpensesAmt04679247
IRS990/PYTotalRevenueAmt04708628
IRS990/ReconcilationRevenueExpnssAmt0253275
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05055373
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06977065
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06400710
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08146588
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07707992
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0922725
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0917012
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01839737
IRS990ScheduleD/EquipmentGrp/BookValueAmt081603
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01225691
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01307294
IRS990ScheduleD/ExpensesSubtotalAmt06159330
IRS990ScheduleD/LandGrp/BookValueAmt0713742
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0713742
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011265
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04247855
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt04259120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0160053
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt36290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt45770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2STATE INCOME TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4LAKE MAINTENANCE LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt06412605
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01729335
IRS990ScheduleD/TotalExpensesPerForm990Amt06159330
IRS990ScheduleD/TotalLiabilityAmt0209081
IRS990ScheduleD/TotalRevenuePerForm990Amt06412605
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06412605
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06159330
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 376,647 0 0 MAINTENANCE AND REPAIRS 659,984 0 0 SUPPLIES 127,208 0 0 STREET SWEEPING/MAINTENANCE 1,509,397 0 0 JANITORIAL SERVICE & SUPPLIES 8,605 0 0 LAKE MAINTENANCE 211,270 0 0 4TH OF JULY EVENT 112,837 0 0 LANDSCAPE/TREE MAINTENANCE 535,875 0 0 FITNESS/TENNIS EXPENSES 93,796 0 0 RECREATIONAL EXPENSE 51,341 0 0 COMMUNITY SERVICE 13,506 0 0 PROJECT EXPENDITURES 18,000 0 0 POOL AREA FURNISHINGS 24,736 0 0 STATE INCOME TAX 0 31,008 0 OTHER PROFESSIONAL FEES 0 17,380 0 TOTAL 3,743,202 48,388 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXEMPT MEMBERSHIP ADJ. -751,487
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/TotalAssetsBOYAmt011093075
IRS990/TotalAssetsEOYAmt010663306
IRS990/TotalAssetsGrp/BOYAmt011093075
IRS990/TotalAssetsGrp/EOYAmt010663306
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt088
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0653638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05505692
IRS990/TotalFunctionalExpensesGrp/TotalAmt06159330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0305994
IRS990/TotalLiabilitiesEOYAmt0374437
IRS990/TotalLiabilitiesGrp/BOYAmt0305994
IRS990/TotalLiabilitiesGrp/EOYAmt0374437
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010787081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010288869
IRS990/TotalProgramServiceExpensesAmt05505692
IRS990/TotalProgramServiceRevenueAmt05055373
IRS990/TotalRevenueGrp/ExclusionAmt0225451
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06187154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06412605
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011093075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010663306
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LUDDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE VANDERPOL CPA
ReturnHeader/ReturnTs02024-04-04T17:20:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUDDEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,663,306
Liabilities
$374,437
Net assets
$10,288,869
Revenue
$6,412,605
Expenses
$6,159,330
Net income
$253,275
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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