Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
16th percentile
Higher net margin than 16% 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
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Down$3,632,925
Down $11,559 (-0.3%) from 2022
Net Assets
Down$3,433,837
Down $102,743 (-2.9%) from 2022
Liabilities
Up$199,088
Up $91,184 (+85%) from 2022
Revenue
Up$720,946
Up $48,820 (+7.3%) from 2022
Expenses
Down$823,689
Down $10,503 (-1.3%) from 2022
Net Income
Up-$102,743
Up $59,323 (+37%) from 2022
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 | |||
| Rtn Earn Endowment Incm Other Fnds | $2,955,973 | $3,091,524 | ▲ $135,551 |
| Savings and Temporary Cash Investments | $3,611,842 | $3,045,620 | ▼ $566,222 |
| Cash and Non-Interest-Bearing Accounts | $-12,826 | $497,841 | ▲ $510,667 |
| Cap Stk Tr Prin Current Funds | $580,607 | $342,313 | ▼ $238,294 |
| Accounts Receivable | $24,860 | $86,642 | ▲ $61,782 |
| Prepaid Expenses and Deferred Charges | $20,608 | $2,822 | ▼ $17,786 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Total Assets | $3,644,484 | $3,632,925 | ▼ $11,559 |
| Liabilities | |||
| Deferred Revenue | $45,314 | $145,359 | ▲ $100,045 |
| Accounts Payable and Accrued Expenses | $62,590 | $53,729 | ▼ $8,861 |
| Total Liabilities | $107,904 | $199,088 | ▲ $91,184 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,536,580 | $3,433,837 | ▼ $102,743 |
| Total Liabilities and Net Assets / Fund Balance | $3,644,484 | $3,632,925 | ▼ $11,559 |
| Name | Title |
|---|---|
| Carol Solomon | President |
| Richard Speigel | Vice President |
| Michael Perlmutter | Member at Large |
| Jan Gerstel | Secretary |
| Mark Hyman | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Venco Western INC | Monthly Landscaping/slopes | 2400 EASTMAN AVENUE, Oxnard, CA 93030 | $367,544 |
| Line Item | Amount |
|---|---|
| Other Expenses | $823,689 |
| 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 |
|---|---|---|---|---|
| Fees for Services Management | - | $74,100 | - | $74,100 |
| Fees for Services Legal | - | $44,096 | - | $44,096 |
| All Other Expenses | $23,735 | $2,712 | - | $26,447 |
| Insurance | - | $21,885 | - | $21,885 |
| Other Expenses | $12,640 | $37,383 | - | $12,640 |
| Occupancy | - | $7,950 | - | $7,950 |
| Fees for Services Accounting | - | $2,098 | - | $2,098 |
| Total Functional Expenses | $633,465 | $190,224 | $0 | $823,689 |
| Line Item | Amount |
|---|---|
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses per Audited Statements | $0 |
| Total Expenses per Audited Statements | $0 |
| Total Expenses per Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“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 606 135,551.”
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 | 62590 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 53729 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 24860 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 86642 |
| 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 | 2712 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 23735 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 26447 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HOA ORGANIZERS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8187783331 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 20847 SHERMAN WAY PENTHOUSE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WINNETKA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91306 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 580607 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 342313 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -12826 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 497841 |
| 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 | 367544 |
| 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 | 708840 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 10001 |
| IRS990/CYOtherExpensesAmt | 0 | 823689 |
| IRS990/CYOtherRevenueAmt | 0 | 2105 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -102743 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 823689 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 720946 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 45314 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 145359 |
| 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/ExpenseAmt | 0 | 633465 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2098 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2098 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 44096 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 44096 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 74100 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 74100 |
| 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 | CAROL SOLOMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD SPEIGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JAN GERSTEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARK HYMAN |
| 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 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MEMBER AT LARGE |
| 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 | 720946 |
| 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 | 21885 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 21885 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10001 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 10001 |
| 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 | 708840 |
| 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 | 3536580 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3433837 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 7950 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 7950 |
| 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 | ADMINISTRATIVE |
| IRS990/OtherExpensesGrp/Desc | 3 | PEST CONTROL |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 37383 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 367544 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 229546 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 12640 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 367544 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 229546 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 37383 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 12640 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 531390 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2105 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2105 |
| IRS990/OtherRevenueTotalAmt | 0 | 2105 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 20608 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2822 |
| IRS990/PrincipalOfficerNm | 0 | STEVE GETZOFF |
| 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 | 2032 |
| IRS990/PYOtherExpensesAmt | 0 | 834192 |
| IRS990/PYOtherRevenueAmt | 0 | 8054 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -162066 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 834192 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 672126 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -102743 |
| 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 | 2955973 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3091524 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3611842 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 3045620 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 0 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 135551 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 135551 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 585395 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | DUES DEFERRED AS CONTRACT LIABILITIES UNDER FASB 606 135,551. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 0 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 720946 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 585395 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| 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 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| 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 | 3644484 |
| IRS990/TotalAssetsEOYAmt | 0 | 3632925 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3644484 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3632925 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 708840 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 190224 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 633465 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 823689 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 107904 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 199088 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 107904 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 199088 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3536580 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3433837 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 633465 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 12106 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 720946 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3644484 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3632925 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 20847 SHERMAN WAY |
| IRS990/USAddress/CityNm | 0 | WINNETKA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 91306 |
| 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 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE GETZOFF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8187783331 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-12-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MORRISON RANCH ESTATES HOA |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O HOA ORGANIZERS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MORR |
| ReturnHeader/Filer/EIN | 0 | 953452899 |
| ReturnHeader/Filer/PhoneNum | 0 | 8187783331 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 20847 SHERMAN WAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WINNETKA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91306 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| 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 | 2024-01-15T10:59:59-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | STEVE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GETZOFF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-02-28 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.