Civic Intelligence

Morrison Ranch Estates Hoa

EIN 95-3452899 • 501(c)4 • Winnetka, CA

Profile

SEE STATEMENT O

20847 Sherman WayWinnetka, CA 91306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.08x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

68th percentile

22%

Higher net margin than 68% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,951,543

Up $222,560 (+6.0%) from 2024

Liabilities

Down

$313,625

Down $78,415 (-20%) from 2024

Net Assets

Up

$3,637,918

Up $300,975 (+9.0%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin68th percentile

Revenue

Up

$1,365,394

Up $247,788 (+22%) from 2024

Expenses

Down

$1,064,419

Down $90,081 (-7.8%) from 2024

Net Income

Up

$300,975

Up $337,869 (+916%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $3,003,849Liabilities 2012: $39,125Net Assets 2012: $2,964,7242012Assets 2013: $3,377,994Liabilities 2013: $27,993Net Assets 2013: $3,350,0012013Assets 2014: $3,912,866Liabilities 2014: $298,462Net Assets 2014: $3,614,4042014Assets 2015: $4,114,717Liabilities 2015: $354,892Net Assets 2015: $3,759,8252015Assets 2016: $4,057,285Liabilities 2016: $302,910Net Assets 2016: $3,754,3752016Assets 2017: $4,124,267Liabilities 2017: $401,683Net Assets 2017: $3,722,5842017Assets 2018: $4,055,760Liabilities 2018: $409,639Net Assets 2018: $3,646,1212018Assets 2019: $4,124,878Liabilities 2019: $405,418Net Assets 2019: $3,719,4602019Assets 2020: $4,120,250Liabilities 2020: $397,856Net Assets 2020: $3,722,3942020Assets 2021: $4,115,261Liabilities 2021: $416,615Net Assets 2021: $3,698,6462021Assets 2022: $3,644,484Liabilities 2022: $107,904Net Assets 2022: $3,536,5802022Assets 2023: $3,632,925Liabilities 2023: $199,088Net Assets 2023: $3,433,8372023Assets 2024: $3,728,983Liabilities 2024: $392,040Net Assets 2024: $3,336,9432024Assets 2025: $3,951,543Liabilities 2025: $313,625Net Assets 2025: $3,637,9182025

Highlighted filing

2025

Assets$3,951,543
Liabilities$313,625
Net Assets$3,637,918
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,240,673Expenses 2012: $838,411Net Income 2012: $402,2622012Revenue 2013: $1,094,286Expenses 2013: $709,009Net Income 2013: $385,2772013Revenue 2014: $1,049,852Expenses 2014: $785,449Net Income 2014: $264,4032014Revenue 2015: $872,697Expenses 2015: $727,276Net Income 2015: $145,4212015Revenue 2016: $723,586Expenses 2016: $729,036Net Income 2016: -$5,4502016Revenue 2017: $722,345Expenses 2017: $754,136Net Income 2017: -$31,7912017Revenue 2018: $742,092Expenses 2018: $818,555Net Income 2018: -$76,4632018Revenue 2019: $800,928Expenses 2019: $727,589Net Income 2019: $73,3392019Revenue 2020: $777,481Expenses 2020: $774,547Net Income 2020: $2,9342020Revenue 2021: $767,081Expenses 2021: $790,829Net Income 2021: -$23,7482021Revenue 2022: $672,126Expenses 2022: $834,192Net Income 2022: -$162,0662022Revenue 2023: $720,946Expenses 2023: $823,689Net Income 2023: -$102,7432023Revenue 2024: $1,117,606Expenses 2024: $1,154,500Net Income 2024: -$36,8942024Revenue 2025: $1,365,394Expenses 2025: $1,064,419Net Income 2025: $300,9752025

Highlighted filing

2025

Revenue$1,365,394
Expenses$1,064,419
Net Income$300,975
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,951,543
Liabilities
$313,625
Net assets
$3,637,918
Revenue
$1,365,394
Expenses
$1,064,419
Net income
$300,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.95$0.31$3.64$1.37$1.06$0.30
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.39$3.34$1.12$1.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.20$3.43$0.72$0.82$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.11$3.54$0.67$0.83$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.42$3.70$0.77$0.79$0.02
2020Summary only. Only limited summary data is available for this year.$4.12$0.40$3.72$0.78$0.77$0.00
2019Summary only. Only limited summary data is available for this year.$4.12$0.41$3.72$0.80$0.73$0.07
2018Summary only. Only limited summary data is available for this year.$4.06$0.41$3.65$0.74$0.82$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.40$3.72$0.72$0.75$0.03
2016Summary only. Only limited summary data is available for this year.$4.06$0.30$3.75$0.72$0.73$0.01
2015Summary only. Only limited summary data is available for this year.$4.11$0.35$3.76$0.87$0.73$0.15
2014Summary only. Only limited summary data is available for this year.$3.91$0.30$3.61$1.05$0.79$0.26
2013Summary only. Only limited summary data is available for this year.$3.38$0.03$3.35$1.09$0.71$0.39
2012Summary only. Only limited summary data is available for this year.$3.00$0.04$2.96$1.24$0.84$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Aug 5, 2025
Return Version
2024v5.2
Gross Receipts
$1,365,394
Mission and Program Overview

Mission

SEE STATEMENT O

The specific and primary purposes of the association are to bring about civic betterment and social 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 agoura hills, 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 3,000. No grants are provided to others. The association owns and maintains common area property which is primarily slopes and greenbelts containing sidewalks and monuments. All facilities are available to residents and their guests on an unrestricted basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,465,369$3,845,039▲ $379,670
Rtn Earn Endowment Incm Other Fnds$3,308,340$3,436,297▲ $127,957
Cash and Non-Interest-Bearing Accounts$221,152$0▼ $221,152
Cap Stk Tr Prin Current Funds$28,603$201,621▲ $173,018
Accounts Receivable$42,462$105,434▲ $62,972
Prepaid Expenses and Deferred Charges-$1,070-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,728,983$3,951,543▲ $222,560
Liabilities
Deferred Revenue$105,591$270,028▲ $164,437
Accounts Payable and Accrued Expenses$278,776$43,597▼ $235,179
Other Liabilities$7,673$0▼ $7,673
Total Liabilities$392,040$313,625▼ $78,415
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,336,943$3,637,918▲ $300,975
Total Liabilities and Net Assets / Fund Balance$3,728,983$3,951,543▲ $222,560
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Eyal ErsterPresident
Brooks DingmanBoard Member
Joseph LechmanBoard Member
Mark SpectorBoard Member
Stephen GetzoffTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Venco Western INCMonthly Landscaping/slopes2400 EASTMAN AVENUE, Oxnard, CA 93030$331,110
Brightview LandscapesTree Trimming27001 AGOURA RD 350, Calabasas, CA 91301$114,060
Revenue and Support

Revenue Composition

Contributions and Grants
$1,242,549
Program Service Revenue
$0
Investment Income
$108,812
Other Revenue
$14,033
Change in Net Assets
$300,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,237,437
Revenue Not Reported on Financial Statements
$127,957
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$127,957
Total Revenue per Audited Statements
$1,237,437
Total Revenue per Form 990
$1,365,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,064,419
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
Insurance$105,577--$105,577
All Other Expenses$49,423$11,246-$60,669
Fees for Services Management-$60,000-$60,000
Fees for Services Legal-$48,644-$48,644
Other Expenses$32,157$32,899-$32,157
Fees for Services Accounting-$2,448-$2,448
Total Functional Expenses$909,182$155,237$0$1,064,419

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,064,419
Total Expenses per Audited Statements$1,064,419
Total Expenses per Form 990$1,064,419
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
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 hoa organizers 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 50% of the 1,226 voting members. Board members serve a 2 year term.”

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 the 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, a board member signs as the association officer 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 B, Line 15

“N/A”

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
Morrison Ranch Estates Hoa
EIN
95-3452899
Phone
8187783331
Address
20847 SHERMAN WAY, WINNETKA, CA 91306

Signing Officer

Name
Eyal Erster
Title
President
Phone
8187783331
Signed
2025-08-05

Organization Details

Principal Officer
Eyal Erster
Formed
1979
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
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 X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the association and recognize a tax liability if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Management has analyzed the tax positions taken by the association and has concluded that as of february 28, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The association is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress. The association's management believes it is no longer subject to income tax examinations for years prior to the year ended february 28, 2021.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Dues deferred under fasb 606 127,957.”

Raw XML Appendix339 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/ActivityOrMissionDesc0THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING ABOUT CIVIC BETTERMENT AND SOCIAL 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 AGOURA HILLS, 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 3,000. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTAINS COMMON AREA PROPERTY WHICH IS PRIMARILY SLOPES AND GREENBELTS CONTAINING SIDEWALKS AND MONUMENTS. ALL FACILITIES ARE AVAILABLE TO RESIDENTS AND THEIR GUESTS ON AN UNRESTRICTED BASIS.
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IRS990/OtherExpensesGrp/TotalAmt1105294
IRS990/OtherExpensesGrp/TotalAmt232899
IRS990/OtherExpensesGrp/TotalAmt332157
IRS990/OtherLiabilitiesGrp/BOYAmt07673
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014033
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014033
IRS990/OtherRevenueTotalAmt014033
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01070
IRS990/PrincipalOfficerNm0EYAL ERSTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0993867
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0120531
IRS990/PYOtherExpensesAmt01154500
IRS990/PYOtherRevenueAmt03208
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-36894
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01154500
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01117606
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0300975
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03308340
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03436297
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03465369
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03845039
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01064419
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0127957
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0127957
IRS990ScheduleD/RevenueSubtotalAmt01237437
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF FEBRUARY 28, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED FEBRUARY 28, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DUES DEFERRED UNDER FASB 606 127,957.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01064419
IRS990ScheduleD/TotalRevenuePerForm990Amt01365394
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01237437
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01064419
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION USES THE SERVICES OF HOA ORGANIZERS 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 50% OF THE 1,226 VOTING MEMBERS. BOARD MEMBERS SERVE A 2 YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES INCREASES IN EXCESS OF THE 20% ALLOWED BY THE DAVIS-STERLING ACT ARE SUBJECT TO THE APPROVAL OF THE 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, A BOARD MEMBER SIGNS AS THE ASSOCIATION OFFICER 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/ExplanationTxt6N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON 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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03728983
IRS990/TotalAssetsEOYAmt03951543
IRS990/TotalAssetsGrp/BOYAmt03728983
IRS990/TotalAssetsGrp/EOYAmt03951543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01242549
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0155237
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0909182
IRS990/TotalFunctionalExpensesGrp/TotalAmt01064419
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0392040
IRS990/TotalLiabilitiesEOYAmt0313625
IRS990/TotalLiabilitiesGrp/BOYAmt0392040
IRS990/TotalLiabilitiesGrp/EOYAmt0313625
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03336943
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03637918
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0909182
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0122845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01365394
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03728983
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03951543
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020847 SHERMAN WAY
IRS990/USAddress/CityNm0WINNETKA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091306
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EYAL ERSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187783331
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISON RANCH ESTATES HOA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HOA ORGANIZERS
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0953452899
ReturnHeader/Filer/PhoneNum08187783331
ReturnHeader/Filer/USAddress/AddressLine1Txt020847 SHERMAN WAY
ReturnHeader/Filer/USAddress/CityNm0WINNETKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330244756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OWENS MOSKOWITZ AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027792 EL LAZO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09498515020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A OWENS CPA
ReturnHeader/ReturnTs02025-08-10T19:56:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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