Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
61st percentile
Higher top officer pay than 61% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Assets
Down$4,115,261
Down $4,989 (-0.1%) from 2020
Net Assets
Down$3,698,646
Down $23,748 (-0.6%) from 2020
Liabilities
Up$416,615
Up $18,759 (+4.7%) from 2020
Revenue
Down$767,081
Down $10,400 (-1.3%) from 2020
Expenses
Up$790,829
Up $16,282 (+2.1%) from 2020
Net Income
Down-$23,748
Down $26,682 (-909%) from 2020
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $3,748,884 | $3,683,610 | ▼ $65,274 |
| Rtn Earn Endowment Incm Other Fnds | $2,747,113 | $2,852,431 | ▲ $105,318 |
| Cap Stk Tr Prin Current Funds | $975,281 | $846,215 | ▼ $129,066 |
| Cash and Non-Interest-Bearing Accounts | $323,087 | $376,473 | ▲ $53,386 |
| Accounts Receivable | $34,540 | $35,989 | ▲ $1,449 |
| Prepaid Expenses and Deferred Charges | $13,739 | $19,189 | ▲ $5,450 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Total Assets | $4,120,250 | $4,115,261 | ▼ $4,989 |
| Liabilities | |||
| Deferred Revenue | $392,014 | $401,540 | ▲ $9,526 |
| Accounts Payable and Accrued Expenses | $4,905 | $15,075 | ▲ $10,170 |
| Other Liabilities | $937 | $0 | ▼ $937 |
| Total Liabilities | $397,856 | $416,615 | ▲ $18,759 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,722,394 | $3,698,646 | ▼ $23,748 |
| Total Liabilities and Net Assets / Fund Balance | $4,120,250 | $4,115,261 | ▼ $4,989 |
| Name | Title |
|---|---|
| Bruce Stein | Director |
| Carol Solomon | Director |
| Chris Frangos | Director |
| Jan Gerstel | Director |
| Michael Perlmutter | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Venco Western INC | Monthly Landscaping/slopes | 2400 EASTMAN AVENUE, Oxnard, CA 93030 | $381,082 |
| Line Item | Amount |
|---|---|
| Other Expenses | $790,829 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | $60,875 | $15,438 | - | $76,313 |
| Fees for Services Management | - | $69,996 | - | $69,996 |
| Other Expenses | $165,644 | $28,933 | - | $28,933 |
| Fees for Services Legal | - | $15,296 | - | $15,296 |
| Insurance | - | $14,100 | - | $14,100 |
| Fees for Services Accounting | - | $1,798 | - | $1,798 |
| Total Functional Expenses | $607,601 | $183,228 | $0 | $790,829 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $790,829 |
| Expenses per Audited Statements | $753,162 |
| Total Expenses per Audited Statements | $753,162 |
| Expenses Not Reported on Financial Statements | $37,667 |
| Other Expense Adjustments | $37,667 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The association uses the services of lordon management 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.”
“Upon purchase of a home within the development, each owner becomes a member of the association.”
“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.”
“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.”
“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.”
“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.”
“N/A”
“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.”
“Dues deferred as contract liabilities under fasb 606 bad debt reported as contra price adjustment on audit”
“Bad debt reported as contra price adjustment on audit”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4905 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 15075 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 34540 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 35989 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 15438 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 60875 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 76313 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LORDON MANAGEMENT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8007295673 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1275 CENTER COURT DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | COVINA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91724 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 975281 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 846215 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 323087 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 376473 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 381082 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2400 EASTMAN AVENUE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | OXNARD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 93030 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | VENCO WESTERN INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MONTHLY LANDSCAPING/SLOPES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 662040 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 36460 |
| IRS990/CYOtherExpensesAmt | 0 | 790829 |
| IRS990/CYOtherRevenueAmt | 0 | 68581 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -23748 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 790829 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 767081 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 392014 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 401540 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | SEE STATEMENT 2 |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1798 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1798 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 15296 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 15296 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 69996 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 69996 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JAN GERSTEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHRIS FRANGOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CAROL SOLOMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BRUCE STEIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MICHAEL PERLMUTTER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1979 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 767081 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 14100 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14100 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 36460 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 36460 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 662040 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | SEE STATEMENT O |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3722394 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3698646 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | LANDSCAPE MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | WATER |
| IRS990/OtherExpensesGrp/Desc | 2 | BAD DEBT |
| IRS990/OtherExpensesGrp/Desc | 3 | ADMINISTRATIVE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 37667 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 28933 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 381082 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 165644 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 381082 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 165644 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 37667 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 28933 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 937 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 531390 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 68581 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 68581 |
| IRS990/OtherRevenueTotalAmt | 0 | 68581 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13739 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 19189 |
| IRS990/PrincipalOfficerNm | 0 | JAN GERSTEL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 662040 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 79436 |
| IRS990/PYOtherExpensesAmt | 0 | 774547 |
| IRS990/PYOtherRevenueAmt | 0 | 36005 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2934 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 774547 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 777481 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -23748 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 2747113 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 2852431 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3748884 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 3683610 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 37667 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 753162 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 37667 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 142985 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 142985 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 624096 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | DUES DEFERRED AS CONTRACT LIABILITIES UNDER FASB 606 BAD DEBT REPORTED AS CONTRA PRICE ADJUSTMENT ON AUDIT |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | BAD DEBT REPORTED AS CONTRA PRICE ADJUSTMENT ON AUDIT |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 790829 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 767081 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 624096 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 753162 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ASSOCIATION USES THE SERVICES OF LORDON MANAGEMENT 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/ExplanationTxt | 1 | UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER BECOMES A MEMBER OF THE ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4120250 |
| IRS990/TotalAssetsEOYAmt | 0 | 4115261 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4120250 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4115261 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 662040 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 183228 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 607601 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 790829 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 397856 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 416615 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 397856 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 416615 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3722394 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3698646 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 607601 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 105041 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 767081 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4120250 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4115261 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1275 CENTER COURT DR |
| IRS990/USAddress/CityNm | 0 | COVINA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 91724 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAN GERSTEL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8007295673 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MORRISON RANCH ESTATES HOA |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O LORDON MANAGEMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MORR |
| ReturnHeader/Filer/EIN | 0 | 953452899 |
| ReturnHeader/Filer/PhoneNum | 0 | 8007295673 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1275 CENTER COURT DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | COVINA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91724 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330244756 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | OWENS MOSKOWITZ AND ASSOCIATES INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 27792 EL LAZO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAGUNA NIGUEL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92677 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9498515020 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT A OWENS CPA |
| ReturnHeader/ReturnTs | 0 | 2021-11-07T14:32:13-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GERSTEL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-02-29 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-02-28 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.