Civic Intelligence

Shadowridge Owners Association

990 • Fiscal year 2020 • EIN 95-3655340

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 18, 2021

Organization ProfileN/A
27051 Towne Centre DriveFoothill Ranch, CA 92610

(800) 599-9151

Siviq Scores

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

Liabilities / Assets

97th percentile

1.15x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.31x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-3.8%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

0.6%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-1.9%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$337,886

Up $2,053 (+0.6%) from 2019

Net Assets

Down

-$52,031

Down $47,354 (-1012%) from 2019

Liabilities

Up

$389,917

Up $49,407 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin25th percentile

Revenue

Down

$1,259,490

Down $23,765 (-1.9%) from 2019

Expenses

Up

$1,306,844

Up $75,873 (+6.2%) from 2019

Net Income

Down

-$47,354

Down $99,638 (-191%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0-$500KAssets 2011: $334,984Liabilities 2011: $107,612Net Assets 2011: $227,3722011Assets 2012: $363,621Liabilities 2012: $109,001Net Assets 2012: $254,6202012Assets 2013: $321,816Liabilities 2013: $120,230Net Assets 2013: $201,5862013Assets 2014: $343,198Liabilities 2014: $131,264Net Assets 2014: $211,9342014Assets 2015: $258,946Liabilities 2015: $83,263Net Assets 2015: $175,6832015Assets 2016: $141,729Liabilities 2016: $129,165Net Assets 2016: $12,5642016Assets 2017: $188,827Liabilities 2017: $92,524Net Assets 2017: $96,3032017Assets 2018: $274,210Liabilities 2018: $102,575Net Assets 2018: $171,6352018Assets 2019: $335,833Liabilities 2019: $340,510Net Assets 2019: -$4,6772019Assets 2020: $337,886Liabilities 2020: $389,917Net Assets 2020: -$52,0312020Assets 2021: $341,066Liabilities 2021: $563,186Net Assets 2021: -$222,1202021Assets 2022: $246,551Liabilities 2022: $520,249Net Assets 2022: -$273,6982022Assets 2023: $252,709Liabilities 2023: $432,909Net Assets 2023: -$180,2002023Assets 2024: $363,695Liabilities 2024: $432,084Net Assets 2024: -$68,3892024

Highlighted filing

2020

Assets$337,886
Liabilities$389,917
Net Assets-$52,031
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,080,685Expenses 2011: $1,082,147Net Income 2011: -$1,4622011Revenue 2012: $1,056,968Expenses 2012: $1,029,720Net Income 2012: $27,2482012Revenue 2013: $1,058,883Expenses 2013: $1,111,917Net Income 2013: -$53,0342013Revenue 2014: $1,124,474Expenses 2014: $1,114,126Net Income 2014: $10,3482014Revenue 2015: $1,140,620Expenses 2015: $1,176,871Net Income 2015: -$36,2512015Revenue 2016: $1,136,242Expenses 2016: $1,299,361Net Income 2016: -$163,1192016Revenue 2017: $1,266,777Expenses 2017: $1,183,038Net Income 2017: $83,7392017Revenue 2018: $1,326,637Expenses 2018: $1,251,305Net Income 2018: $75,3322018Revenue 2019: $1,283,255Expenses 2019: $1,230,971Net Income 2019: $52,2842019Revenue 2020: $1,259,490Expenses 2020: $1,306,844Net Income 2020: -$47,3542020Revenue 2021: $1,264,462Expenses 2021: $1,434,551Net Income 2021: -$170,0892021Revenue 2022: $1,400,178Expenses 2022: $1,451,756Net Income 2022: -$51,5782022Revenue 2023: $1,633,370Expenses 2023: $1,539,872Net Income 2023: $93,4982023Revenue 2024: $1,824,506Expenses 2024: $1,712,695Net Income 2024: $111,8112024

Highlighted filing

2020

Revenue$1,259,490
Expenses$1,306,844
Net Income-$47,354
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 18, 2021
Return Version
2020v4.1
Gross Receipts
$1,259,490
Mission and Program Overview

Mission

Enhancement of Community Values

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$176,773$276,686▲ $99,913
Cash and Non-Interest-Bearing Accounts$135,725$39,354▼ $96,371
Accounts Receivable$15,870$14,346▼ $1,524
Prepaid Expenses and Deferred Charges$7,465$7,500▲ $35
Total Assets$335,833$337,886▲ $2,053
Liabilities
Deferred Revenue$279,183$346,725▲ $67,542
Accounts Payable and Accrued Expenses$61,327$43,192▼ $18,135
Total Liabilities$340,510$389,917▲ $49,407
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0--
Net Assets Without Donor Restrictions$-4,677$-52,031▼ $47,354
Total Net Assets Fund Balance$-4,677$-52,031▼ $47,354
Total Liabilities and Net Assets / Fund Balance$335,833$337,886▲ $2,053
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Ken LeonPresident
Ed MatheusVice-President
Teene MillerAt Large
Norm HalusSecretary
Jeff DubinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
PWLC I IncLandscape408 Olive Avenue, Vista, CA 92083$648,433
Prof Comm ManagementManagement27051 Towne Centre Drive 200, Foothill Ranch, CA 92610$195,187
Prof Comm ManagementManagement27051 Towne Centre Drive 200, Foothill Ranch, CA 92610$195,187
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,256,398
Investment Income
$3,092
Other Revenue
$0
Change in Net Assets
$-47,354

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,259,490
Total Revenue per Audited Statements
$1,259,490
Total Revenue per Form 990
$1,259,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,306,844
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
All Other Expenses$1,140,302$12,163$0$1,152,465
Fees for Services Management$118,195$6,221$0$124,416
Insurance$28,465$1,498$0$29,963
Total Functional Expenses$1,286,962$19,882$0$1,306,844

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,306,844
Total Expenses per Audited Statements$1,306,844
Total Expenses per Form 990$1,306,844
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
Shadowridge Owners Association
EIN
95-3655340
Phone
8005999151
Address
27051 Towne Centre Drive, Foothill Ranch, CA 92610

Signing Officer

Name
Edward Matheus
Title
Vice-President
Phone
8005999151
Signed
2021-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Leon
Formed
1981
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Jose Mejares CPA
Address
2897 Via Posada, La Jolla, CA 92037
Preparer
Jose M Mejares CPA
Phone
8586229262
Supplemental Narrative

Additional Explanations

Pt V, Line 3B

“Assn. received $28,416.”

Pt VI, Line 3

“Daily affairs handled by an external management company.”

Pt VI, Line 6

“A buyer automatically becomes an owner.”

Pt VI, Line 7A

“At annual meeting owners elect officers for next year.”

Pt VI, Line 7B

“Decisions meeting legal/governing limits require approval by owners.”

Pt VI, Line 8A

“Board minutes are approved by elected board members.”

Pt VI, Line 11B

“Tax returns are reviewed by board members before mailing.”

Pt VI, Line 12C

“Any officer having an interest in any decision recuses themself.”

Pt XII, Line 2C

“Audited statemens are reviewed by board members prior to mailing to owners.”

Pt XI

“Contract liabilities-new regulation, FASB 606.”

Form 990, Part IX, Line 24E

“General, Office, Other 26572. 26572. 0. 0.”

Form 990, Part IX, Line 24E

“Dues & Subscriptions 815. 815. 0. 0.”

Form 990, Part IX, Line 24E

“Reserve Study, Other Prof. 14443. 14149. 294. 0.”

Form 990, Part IX, Line 24E

“Records Storage 1629. 1629. 0. 0.”

Form 990, Part IX, Line 24E

“Printing 5232. 5232. 0. 0.”

Form 990, Part IX, Line 24E

“Postage 553. 553. 0. 0.”

Form 990, Part IX, Line 24E

“Newsletter 35017. 35017. 0. 0.”

Form 990, Part IX, Line 24E

“Income Taxes 2928. 0. 2928. 0.”

Form 990, Part IX, Line 24E

“Landscape Maint. & Extras 490479. 490479. 0. 0.”

Form 990, Part IX, Line 24E

“Seasonal Color 6350. 6350. 0. 0.”

Form 990, Part IX, Line 24E

“Tree Maintenance 157088. 157088. 0. 0.”

Form 990, Part IX, Line 24E

“Irrigation 6027. 6027. 0. 0.”

Form 990, Part IX, Line 24E

“Lighting Maintenance 8389. 8389. 0. 0.”

Form 990, Part IX, Line 24E

“Gate, Monument, Signage 1753. 1753. 0. 0.”

Form 990, Part IX, Line 24E

“General Repairs & Maintenance 75. 75. 0. 0.”

Form 990, Part IX, Line 24E

“RV Storage 9800. 9800. 0. 0.”

Form 990, Part IX, Line 24E

“Property Protection 89412. 80471. 8941. 0.”

Form 990, Part IX, Line 24E

“Elecricity 5853. 5853. 0. 0.”

Form 990, Part IX, Line 24E

“Water 279140. 279140. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 10910. 10910. 0. 0.”

Raw XML Appendix397 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/BOYAmt061327
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043192
IRS990/AccountsReceivableGrp/BOYAmt015870
IRS990/AccountsReceivableGrp/EOYAmt014346
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Enhancement of Community Values
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012163
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01140302
IRS990/AllOtherExpensesGrp/TotalAmt01152465
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Same as page one
IRS990/BooksInCareOfDetail/PhoneNum07609188040
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt027051 Towne Centre Drive 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Foothill Ranch
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092610
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0135725
IRS990/CashNonInterestBearingGrp/EOYAmt039354
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0195187
IRS990/ContractorCompensationGrp/CompensationAmt1648433
IRS990/ContractorCompensationGrp/CompensationAmt2195187
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt027051 Towne Centre Drive 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1408 Olive Avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt227051 Towne Centre Drive 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Foothill Ranch
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Vista
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Foothill Ranch
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092610
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192083
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd292610
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Prof Comm Management
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PWLC I Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Prof Comm Management
IRS990/ContractorCompensationGrp/ServicesDesc0Management
IRS990/ContractorCompensationGrp/ServicesDesc1Landscape
IRS990/ContractorCompensationGrp/ServicesDesc2Management
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03092
IRS990/CYOtherExpensesAmt01306844
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01256398
IRS990/CYRevenuesLessExpensesAmt0-47354
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01306844
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01259490
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0279183
IRS990/DeferredRevenueGrp/EOYAmt0346725
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0The Assn. is a master planned community of about 3000 residential units It achieved the goals of maintaining & preserving the community's common areas and standards for health, welfare, benefit & safety of its residents via vlunteer committees and forums.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01286962
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06221
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0118195
IRS990/FeesForServicesManagementGrp/TotalAmt0124416
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Ken Leon
IRS990/Form990PartVIISectionAGrp/PersonNm1Ed Matheus
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Dubin
IRS990/Form990PartVIISectionAGrp/PersonNm3Norm Halus
IRS990/Form990PartVIISectionAGrp/PersonNm4Teene Miller
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01259490
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01498
IRS990/InsuranceGrp/ProgramServicesAmt028465
IRS990/InsuranceGrp/TotalAmt029963
IRS990/InvestmentIncomeGrp/ExclusionAmt03092
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03092
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Enhancement of Community Values
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-4677
IRS990/NetAssetsOrFundBalancesEOYAmt0-52031
IRS990/NetUnrelatedBusTxblIncmAmt09537
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-4677
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-52031
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07465
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07500
IRS990/PrincipalOfficerNm0Ken Leon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813000
IRS990/ProgramServiceRevenueGrp/BusinessCd1813000
IRS990/ProgramServiceRevenueGrp/BusinessCd2813000
IRS990/ProgramServiceRevenueGrp/BusinessCd3813000
IRS990/ProgramServiceRevenueGrp/BusinessCd4531190
IRS990/ProgramServiceRevenueGrp/Desc0Membership Assessments
IRS990/ProgramServiceRevenueGrp/Desc1Parking Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Storage Rental Assessments
IRS990/ProgramServiceRevenueGrp/Desc3ARC, Gate, Late Fees
IRS990/ProgramServiceRevenueGrp/Desc4Antenna Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01124433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt288025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt428416
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt428416
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03152
IRS990/PYOtherExpensesAmt01230971
IRS990/PYProgramServiceRevenueAmt01280103
IRS990/PYRevenuesLessExpensesAmt052284
IRS990/PYTotalExpensesAmt01230971
IRS990/PYTotalRevenueAmt01283255
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-47354
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01227982
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276686
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01306844
IRS990ScheduleD/RevenueSubtotalAmt01259490
IRS990ScheduleD/TotalExpensesPerForm990Amt01306844
IRS990ScheduleD/TotalRevenuePerForm990Amt01259490
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01259490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01306844
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Assn. received $28,416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Daily affairs handled by an external management company.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A buyer automatically becomes an owner.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3At annual meeting owners elect officers for next year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Decisions meeting legal/governing limits require approval by owners.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board minutes are approved by elected board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Tax returns are reviewed by board members before mailing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Any officer having an interest in any decision recuses themself.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Audited statemens are reviewed by board members prior to mailing to owners.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Contract liabilities-new regulation, FASB 606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10General, Office, Other 26572. 26572. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues & Subscriptions 815. 815. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Reserve Study, Other Prof. 14443. 14149. 294. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Records Storage 1629. 1629. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Printing 5232. 5232. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Postage 553. 553. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Newsletter 35017. 35017. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Income Taxes 2928. 0. 2928. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Landscape Maint. & Extras 490479. 490479. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Seasonal Color 6350. 6350. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Tree Maintenance 157088. 157088. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Irrigation 6027. 6027. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Lighting Maintenance 8389. 8389. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Gate, Monument, Signage 1753. 1753. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24General Repairs & Maintenance 75. 75. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25RV Storage 9800. 9800. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Property Protection 89412. 80471. 8941. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Elecricity 5853. 5853. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Water 279140. 279140. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Telephone 10910. 10910. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0335833
IRS990/TotalAssetsEOYAmt0337886
IRS990/TotalAssetsGrp/BOYAmt0335833
IRS990/TotalAssetsGrp/EOYAmt0337886
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01286962
IRS990/TotalFunctionalExpensesGrp/TotalAmt01306844
IRS990/TotalGrossUBIAmt028416
IRS990/TotalLiabilitiesBOYAmt0340510
IRS990/TotalLiabilitiesEOYAmt0389917
IRS990/TotalLiabilitiesGrp/BOYAmt0340510
IRS990/TotalLiabilitiesGrp/EOYAmt0389917
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-4677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-52031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01286962
IRS990/TotalProgramServiceRevenueAmt01256398
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01227982
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01259490
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt028416
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0335833
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0337886
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt027051 Towne Centre Drive 200
IRS990/USAddress/CityNm0Foothill Ranch
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092610
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Matheus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum08005999151
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shadowridge Owners Association
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0953655340
ReturnHeader/Filer/PhoneNum08005999151
ReturnHeader/Filer/USAddress/AddressLine1Txt027051 Towne Centre Drive
ReturnHeader/Filer/USAddress/CityNm0Foothill Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jose Mejares CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02897 Via Posada
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08586229262
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jose M Mejares CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-21T16:50:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Edward
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Matheus
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,886
Liabilities
$389,917
Net assets
-$52,031
Revenue
$1,259,490
Expenses
$1,306,844
Net income
-$47,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.43$0.07$1.82$1.71$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.43$0.18$1.63$1.54$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.52$0.27$1.40$1.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.56$0.22$1.26$1.43$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.39$0.05$1.26$1.31$0.05
2019Summary only. Only limited summary data is available for this year.$0.34$0.34$0.00$1.28$1.23$0.05
2018Summary only. Only limited summary data is available for this year.$0.27$0.10$0.17$1.33$1.25$0.08
2017Summary only. Only limited summary data is available for this year.$0.19$0.09$0.10$1.27$1.18$0.08
2016Summary only. Only limited summary data is available for this year.$0.14$0.13$0.01$1.14$1.30$0.16
2015Summary only. Only limited summary data is available for this year.$0.26$0.08$0.18$1.14$1.18$0.04
2014Summary only. Only limited summary data is available for this year.$0.34$0.13$0.21$1.12$1.11$0.01
2013Summary only. Only limited summary data is available for this year.$0.32$0.12$0.20$1.06$1.11$0.05
2012Summary only. Only limited summary data is available for this year.$0.36$0.11$0.25$1.06$1.03$0.03
2011Summary only. Only limited summary data is available for this year.$0.33$0.11$0.23$1.08$1.08$0.00