Civic Intelligence

Morrison Ranch Homeowners Association

990 • Fiscal year 2017 • EIN 95-3452899

Mar 01, 2016 to Feb 28, 2017 • Filed on Jun 14, 2017

Organization ProfileN/A
1275 Center Court DriveCovina, CA 91724

(800) 729-5673

Siviq Scores

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

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.56x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

24th percentile

-4.4%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.2%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,124,267

Up $66,982 (+1.7%) from 2016

Net Assets

Down

$3,722,584

Down $31,791 (-0.8%) from 2016

Liabilities

Up

$401,683

Up $98,773 (+33%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin24th percentile

Revenue

Down

$722,345

Down $1,241 (-0.2%) from 2016

Expenses

Up

$754,136

Up $25,100 (+3.4%) from 2016

Net Income

Down

-$31,791

Down $26,341 (-483%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2017

Assets$4,124,267
Liabilities$401,683
Net Assets$3,722,584
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$722,345
Expenses$754,136
Net Income-$31,791
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jun 14, 2017
Return Version
2016v3.0
Gross Receipts
$722,345
Mission and Program Overview

Mission

SEE STATEMENT O

To maintain the common areas of the association

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,085,000$3,120,000▲ $35,000
Cash and Non-Interest-Bearing Accounts$936,266$949,755▲ $13,489
Accounts Receivable$31,894$35,656▲ $3,762
Prepaid Expenses and Deferred Charges-$13,944-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,057,285$4,124,267▲ $66,982
Other Assets Total$4,125$4,912▲ $787
Liabilities
Deferred Revenue$289,940$396,459▲ $106,519
Accounts Payable and Accrued Expenses$12,364$5,006▼ $7,358
Other Liabilities$606$218▼ $388
Total Liabilities$302,910$401,683▲ $98,773
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,243,467$2,326,138▲ $82,671
Unrestricted Net Assets$1,510,908$1,396,446▼ $114,462
Total Net Assets Fund Balance$3,754,375$3,722,584▼ $31,791
Total Liabilities and Net Assets / Fund Balance$4,057,285$4,124,267▲ $66,982
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Chris FrangosDirector
Michael LohnbergDirector
Michael PerlmutterDirector
Sally GerstelDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$704,005
Investment Income
$18,340
Other Revenue
$0
Change in Net Assets
$-31,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$754,136
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
Fees for Services Management-$68,184-$68,184
Insurance-$18,344-$18,344
Other Expenses$154,034$15,507-$15,507
Fees for Services Accounting-$3,110-$3,110
All Other Expenses-$1,546-$1,546
Total Functional Expenses$572,082$182,054$0$754,136
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Income Taxes Payable$218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Morrison Ranch Estates
EIN
95-3452899
Phone
8007295673
Address
1275 CENTER COURT DRIVE, COVINA, CA 91724

Signing Officer

Name
Michael Perlmutter
Title
Director
Signed
2017-06-14
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
4

Preparer

Firm
Fox & Stephens CPAs Inc
Address
9302 Pittsburgh Ave Ste 200, Rancho Cucamonga, CA 91730
Preparer
Robert D Stephens CPA
Phone
9099806050
Raw XML Appendix336 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012364
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05006
IRS990/AccountsReceivableGrp/BOYAmt031894
IRS990/AccountsReceivableGrp/EOYAmt035656
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO MAINTAIN THE COMMON AREAS OF THE ASSOCIATION
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01546
IRS990/AllOtherExpensesGrp/TotalAmt01546
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LORDON MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum08007295673
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01275 CENTER COURT DRIVE 108
IRS990/BooksInCareOfDetail/USAddress/CityNm0COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091724
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0936266
IRS990/CashNonInterestBearingGrp/EOYAmt0949755
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018340
IRS990/CYOtherExpensesAmt0754136
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0704005
IRS990/CYRevenuesLessExpensesAmt0-31791
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0754136
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0722345
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0289940
IRS990/DeferredRevenueGrp/EOYAmt0396459
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE ASSOCIATION IS A PLANNED COMMUNITY. IT ACHIEVES THE GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS VIA VOLUNTEER COMMITTEES, FORUMS, AND AN OUTSIDE MANAGEMENT COMPANY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0572082
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03110
IRS990/FeesForServicesAccountingGrp/TotalAmt03110
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt068184
IRS990/FeesForServicesManagementGrp/TotalAmt068184
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL PERLMUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm1SALLY GERSTEL
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL LOHNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS FRANGOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0722345
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt018344
IRS990/InsuranceGrp/TotalAmt018344
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt018340
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018340
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE SPECIFIC AND PRIMARY PURPOSE OF THE ASSOCIATION IS 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 AGORA HILLS, CALIFORNIA. 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03754375
IRS990/NetAssetsOrFundBalancesEOYAmt03722584
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04125
IRS990/OtherAssetsTotalGrp/EOYAmt04912
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2G & A
IRS990/OtherExpensesGrp/Desc3UNCOLLECTIBLE DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115507
IRS990/OtherExpensesGrp/ProgramServicesAmt0418048
IRS990/OtherExpensesGrp/ProgramServicesAmt1154034
IRS990/OtherExpensesGrp/TotalAmt0418048
IRS990/OtherExpensesGrp/TotalAmt1154034
IRS990/OtherExpensesGrp/TotalAmt275363
IRS990/OtherExpensesGrp/TotalAmt315507
IRS990/OtherLiabilitiesGrp/BOYAmt0606
IRS990/OtherLiabilitiesGrp/EOYAmt0218
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013944
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561499
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER INCOME
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041965
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1662040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1662040
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0686560
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0729036
IRS990/PYOtherRevenueAmt021452
IRS990/PYRevenuesLessExpensesAmt0-5450
IRS990/PYTotalExpensesAmt0729036
IRS990/PYTotalRevenueAmt0723586
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31791
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0704005
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03085000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03120000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0STATE INCOME TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0218
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02243467
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02326138
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04057285
IRS990/TotalAssetsEOYAmt04124267
IRS990/TotalAssetsGrp/BOYAmt04057285
IRS990/TotalAssetsGrp/EOYAmt04124267
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0182054
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0572082
IRS990/TotalFunctionalExpensesGrp/TotalAmt0754136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0302910
IRS990/TotalLiabilitiesEOYAmt0401683
IRS990/TotalLiabilitiesGrp/BOYAmt0302910
IRS990/TotalLiabilitiesGrp/EOYAmt0401683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03754375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03722584
IRS990/TotalProgramServiceExpensesAmt0572082
IRS990/TotalProgramServiceRevenueAmt0704005
IRS990/TotalRevenueGrp/ExclusionAmt018340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0704005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0722345
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04057285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04124267
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01510908
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01396446
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PERLMUTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISON RANCH ESTATES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0953452899
ReturnHeader/Filer/PhoneNum08007295673
ReturnHeader/Filer/USAddress/AddressLine1Txt01275 CENTER COURT DRIVE
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fox & Stephens CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09302 Pittsburgh Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Cucamonga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09099806050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D STEPHENS CPA
ReturnHeader/ReturnTs02017-06-14T16:56:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,124,267
Liabilities
$401,683
Net assets
$3,722,584
Revenue
$722,345
Expenses
$754,136
Net income
-$31,791
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