Civic Intelligence

Evergreen Ridge Homeowners Association C/O Cardinal Property Management

EIN 95-3875918 • 501(c)4 • Santa Ana, CA

Profile

The specific and primary purposes of the association are to bring civic betterments and social improvements by providing for the preservation of the architecture and appearance of the community by owning, operating and maintaining the properties for use of all residents.

825 N Park Center Drive No 101Santa Ana, CA 92705
Siviq Scores

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

Liabilities / Assets

96th percentile

1.05x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

2.24x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-9.4%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$655,205

Up $120,702 (+23%) from 2023

Liabilities

Up

$690,986

Up $176,369 (+34%) from 2023

Net Assets

Down

-$35,781

Down $55,667 (-280%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin15th percentile

Revenue

Down

$308,274

Down $31,858 (-9.4%) from 2023

Expenses

Up

$363,941

Up $53,127 (+17%) from 2023

Net Income

Down

-$55,667

Down $84,985 (-290%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $269,423Liabilities 2011: $21,611Net Assets 2011: $247,8122011Assets 2012: $331,661Liabilities 2012: $13,158Net Assets 2012: $318,5032012Assets 2013: $423,753Liabilities 2013: $17,752Net Assets 2013: $406,0012013Assets 2014: $483,596Liabilities 2014: $30,336Net Assets 2014: $453,2602014Assets 2016: $455,039Liabilities 2016: $33,210Net Assets 2016: $421,8292016Assets 2017: $345,803Liabilities 2017: $24,016Net Assets 2017: $321,7872017Assets 2018: $372,200Liabilities 2018: $63,177Net Assets 2018: $309,0232018Assets 2019: $322,250Liabilities 2019: $300,369Net Assets 2019: $21,8812019Assets 2020: $273,029Liabilities 2020: $267,356Net Assets 2020: $5,6732020Assets 2021: $258,217Liabilities 2021: $235,723Net Assets 2021: $22,4942021Assets 2022: $388,679Liabilities 2022: $398,111Net Assets 2022: -$9,4322022Assets 2023: $534,503Liabilities 2023: $514,617Net Assets 2023: $19,8862023Assets 2024: $655,205Liabilities 2024: $690,986Net Assets 2024: -$35,7812024

Highlighted filing

2024

Assets$655,205
Liabilities$690,986
Net Assets-$35,781
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $294,624Expenses 2011: $229,463Net Income 2011: $65,1612011Revenue 2012: $329,345Expenses 2012: $258,654Net Income 2012: $70,6912012Revenue 2013: $327,603Expenses 2013: $240,105Net Income 2013: $87,4982013Revenue 2014: $329,898Expenses 2014: $295,644Net Income 2014: $34,2542014Revenue 2016: $419,109Expenses 2016: $573,686Net Income 2016: -$154,5772016Revenue 2017: $509,687Expenses 2017: $609,729Net Income 2017: -$100,0422017Revenue 2018: $607,430Expenses 2018: $620,194Net Income 2018: -$12,7642018Revenue 2019: $673,169Expenses 2019: $668,113Net Income 2019: $5,0562019Revenue 2020: $767,279Expenses 2020: $783,487Net Income 2020: -$16,2082020Revenue 2021: $553,003Expenses 2021: $537,089Net Income 2021: $15,9142021Revenue 2022: $367,103Expenses 2022: $341,450Net Income 2022: $25,6532022Revenue 2023: $340,132Expenses 2023: $310,814Net Income 2023: $29,3182023Revenue 2024: $308,274Expenses 2024: $363,941Net Income 2024: -$55,6672024

Highlighted filing

2024

Revenue$308,274
Expenses$363,941
Net Income-$55,667
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$655,205
Liabilities
$690,986
Net assets
-$35,781
Revenue
$308,274
Expenses
$363,941
Net income
-$55,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$6.91$0.36$3.08$3.64$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$5.15$0.20$3.40$3.11$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$3.98$0.09$3.67$3.41$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$2.36$0.22$5.53$5.37$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$2.67$0.06$7.67$7.83$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$3.00$0.22$6.73$6.68$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.63$3.09$6.07$6.20$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.24$3.22$5.10$6.10$1.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.33$4.22$4.19$5.74$1.55
2014Summary only. Only limited summary data is available for this year.$4.84$0.30$4.53$3.30$2.96$0.34
2013Summary only. Only limited summary data is available for this year.$4.24$0.18$4.06$3.28$2.40$0.87
2012Summary only. Only limited summary data is available for this year.$3.32$0.13$3.19$3.29$2.59$0.71
2011Summary only. Only limited summary data is available for this year.$2.69$0.22$2.48$2.95$2.29$0.65
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$419,109
Mission and Program Overview

Mission

The specific and primary purposes of the association are to bring civic betterments and social improvements by providing for the preservation of the architecture and appearance of the community by owning, operating and maintaining the properties for use of all residents.

To provide and preserve for the use and enjoyment of the community, civic betterments and social improvements for an architecturally beautiful appearance and community oriented amenities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$579,176$445,472▼ $133,704
Rtn Earn Endowment Incm Other Fnds$510,467$343,946▼ $166,521
Cap Stk Tr Prin Current Funds$65,939$77,883▲ $11,944
Prepaid Expenses and Deferred Charges-$7,011-
Accounts Receivable$21,482$2,556▼ $18,926
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$600,658$455,039▼ $145,619
Liabilities
Accounts Payable and Accrued Expenses$15,372$19,000▲ $3,628
Deferred Revenue$8,677$13,917▲ $5,240
Other Liabilities$203$293▲ $90
Total Liabilities$24,252$33,210▲ $8,958
Net Assets / Fund Balance
Total Net Assets Fund Balance$576,406$421,829▼ $154,577
Total Liabilities and Net Assets / Fund Balance$600,658$455,039▼ $145,619
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Larry MannPresident
Jason FineVice President
Ralf MitschrichMember at Large
Michael AllenSecretary
Brigitte MarkwellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Quickel PavingPaving27071 CABOT ROAD 130, Laguna Hills, CA 92653$344,140
Revenue and Support

Revenue Composition

Contributions and Grants
$410,400
Program Service Revenue
$6,910
Investment Income
$1,799
Other Revenue
$0
Change in Net Assets
$-154,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$419,109
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$419,109
Total Revenue per Form 990
$419,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$573,686
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$50,186$4,656-$54,842
Other Expenses$38,614$38,100-$38,100
Total Functional Expenses$530,930$42,756$0$573,686

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$573,686
Total Expenses per Audited Statements$573,686
Total Expenses per Form 990$573,686
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Income Taxes Payable$193
Refundable Deposits$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Association hires (under a competitive bid process approved by the board of directors) the services of a professional management company which manages the day to day administrative duties of the organization subject to the oversight of the board of directors. The management company acts as an agent for the association.”

Form 990, Part VI, Section A, Line 6

“As per the governing documents - residents become members by virtue of owning a unit in the community.”

Form 990, Part VI, Section A, Line 7A

“Members have voting rights accorded to then by virtue of owning a unit in the community as specified in the association's governing documents. The members elect a board of directors which provides oversight for the association business affairs as well as services provided by the management company.”

Form 990, Part VI, Section A, Line 7B

“The association's governing documents specify the various resolutions requiring membership approval. Most resolutions require only board of directors approval. The association complies with all state requirements for community interest developments regarding membership approval.”

Form 990, Part VI, Section B, Line 11B

“Association's board of directors reviews and approves the tax returns.”

Form 990, Part VI, Section B, Line 15

“The association has no employees. The association does not compensate its officers or board of directors. No policy or procedure for compensation is required.”

Form 990, Part VI, Section C, Line 18

“All documents required to be disclosed by the association are available upon request at the offices of its management company.”

Form 990, Part VI, Section C, Line 19

“All documents required to be disclosed by the association are available upon request at the offices of its management company.”

Filing and Contact Details

Filer

Filer Name
Evergreen Ridge Homeowners Association
EIN
95-3875918
Phone
7147791300
Address
825 N PARK CENTER DRIVE NO 101, SANTA ANA, CA 92705

Signing Officer

Name
Larry Mann
Title
President
Phone
7147791300
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Mann
Formed
1983
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
8

Preparer

Firm
INOUYE SHIVELY & KLATT CPA'S LLP
Address
23041 AVE DE LA CARLOTA STE 310, LAGUNA HILLS, CA 92653
Preparer
Douglas E Shively CPA
Phone
9495866640
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process of oversight of the association's audit preparation and approval has not changed during the current fiscal year.”

Raw XML Appendix337 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015372
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019000
IRS990/AccountsReceivableGrp/BOYAmt021482
IRS990/AccountsReceivableGrp/EOYAmt02556
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04656
IRS990/AllOtherExpensesGrp/ProgramServicesAmt050186
IRS990/AllOtherExpensesGrp/TotalAmt054842
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARDINAL PROPERTY MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum07147791300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 N PARK CENTER DR 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt065939
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt077883
IRS990/CashNonInterestBearingGrp/BOYAmt0579176
IRS990/CashNonInterestBearingGrp/EOYAmt0445472
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0344140
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt027071 CABOT ROAD 130
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LAGUNA HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092653
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0QUICKEL PAVING
IRS990/ContractorCompensationGrp/ServicesDesc0PAVING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0410400
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01799
IRS990/CYOtherExpensesAmt0573686
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06910
IRS990/CYRevenuesLessExpensesAmt0-154577
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0573686
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0419109
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt08677
IRS990/DeferredRevenueGrp/EOYAmt013917
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN ORANGE COUNTY, CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WHICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0530930
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY MANN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIGITTE MARKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON FINE
IRS990/Form990PartVIISectionAGrp/PersonNm4RALF MITSCHRICH
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/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0419109
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01799
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0410400
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY BY OWNING, OPERATING AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0576406
IRS990/NetAssetsOrFundBalancesEOYAmt0421829
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STREETS/DRIVES
IRS990/OtherExpensesGrp/Desc1LANDSCAPE SERVICES
IRS990/OtherExpensesGrp/Desc2WATER
IRS990/OtherExpensesGrp/Desc3MANAGEMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038100
IRS990/OtherExpensesGrp/ProgramServicesAmt0350927
IRS990/OtherExpensesGrp/ProgramServicesAmt191203
IRS990/OtherExpensesGrp/ProgramServicesAmt238614
IRS990/OtherExpensesGrp/TotalAmt0350927
IRS990/OtherExpensesGrp/TotalAmt191203
IRS990/OtherExpensesGrp/TotalAmt238614
IRS990/OtherExpensesGrp/TotalAmt338100
IRS990/OtherLiabilitiesGrp/BOYAmt0203
IRS990/OtherLiabilitiesGrp/EOYAmt0293
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07011
IRS990/PrincipalOfficerNm0LARRY MANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0342000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01327
IRS990/PYOtherExpensesAmt0224919
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04738
IRS990/PYRevenuesLessExpensesAmt0123146
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0224919
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0348065
IRS990/ReconcilationRevenueExpnssAmt0-154577
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08709
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0510467
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0343946
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MADE NO LOBBYING OR POLITICAL EXPENDITURES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE C
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0573686
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCOME TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0419109
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0573686
IRS990ScheduleD/TotalLiabilityAmt0293
IRS990ScheduleD/TotalRevenuePerForm990Amt0419109
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0419109
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0573686
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSOCIATION HIRES (UNDER A COMPETITIVE BID PROCESS APPROVED BY THE BOARD OF DIRECTORS) THE SERVICES OF A PROFESSIONAL MANAGEMENT COMPANY WHICH MANAGES THE DAY TO DAY ADMINISTRATIVE DUTIES OF THE ORGANIZATION SUBJECT TO THE OVERSIGHT OF THE BOARD OF DIRECTORS. THE MANAGEMENT COMPANY ACTS AS AN AGENT FOR THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS PER THE GOVERNING DOCUMENTS - RESIDENTS BECOME MEMBERS BY VIRTUE OF OWNING A UNIT IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS HAVE VOTING RIGHTS ACCORDED TO THEN BY VIRTUE OF OWNING A UNIT IN THE COMMUNITY AS SPECIFIED IN THE ASSOCIATION'S GOVERNING DOCUMENTS. THE MEMBERS ELECT A BOARD OF DIRECTORS WHICH PROVIDES OVERSIGHT FOR THE ASSOCIATION BUSINESS AFFAIRS AS WELL AS SERVICES PROVIDED BY THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S GOVERNING DOCUMENTS SPECIFY THE VARIOUS RESOLUTIONS REQUIRING MEMBERSHIP APPROVAL. MOST RESOLUTIONS REQUIRE ONLY BOARD OF DIRECTORS APPROVAL. THE ASSOCIATION COMPLIES WITH ALL STATE REQUIREMENTS FOR COMMUNITY INTEREST DEVELOPMENTS REGARDING MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSOCIATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION HAS NO EMPLOYEES. THE ASSOCIATION DOES NOT COMPENSATE ITS OFFICERS OR BOARD OF DIRECTORS. NO POLICY OR PROCEDURE FOR COMPENSATION IS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ASSOCIATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF ITS MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS OF OVERSIGHT OF THE ASSOCIATION'S AUDIT PREPARATION AND APPROVAL HAS NOT CHANGED DURING THE CURRENT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0455039
IRS990/TotalAssetsGrp/BOYAmt0600658
IRS990/TotalAssetsGrp/EOYAmt0455039
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IRS990/TotalContributionsAmt0410400
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0530930
IRS990/TotalFunctionalExpensesGrp/TotalAmt0573686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024252
IRS990/TotalLiabilitiesEOYAmt033210
IRS990/TotalLiabilitiesGrp/BOYAmt024252
IRS990/TotalLiabilitiesGrp/EOYAmt033210
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0576406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0421829
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt06910
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt06910
IRS990/TotalProgramServiceExpensesAmt0530930
IRS990/TotalProgramServiceRevenueAmt06910
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0419109
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0600658
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0455039
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0825 N PARK CENTER DRIVE NO 101
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092705
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07147791300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN RIDGE HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CARDINAL PROPERTY MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0953875918
ReturnHeader/Filer/PhoneNum07147791300
ReturnHeader/Filer/USAddress/AddressLine1Txt0825 N PARK CENTER DRIVE NO 101
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId013059B6995C3C8DB3878ED2C52B944A0E2F48F03
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013059B6995C3C8DB3878ED2C52B944A0E2F48F03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.189.7.117
ReturnHeader/FilingSecurityInformation/IPDt02017-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:30:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330382278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INOUYE SHIVELY & KLATT CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023041 AVE DE LA CARLOTA STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09495866640
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS E SHIVELY CPA
ReturnHeader/ReturnTs02017-09-07T12:42:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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