STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALTAVITA VILLAGE COMMUNITY FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ALTAVITA VILLAGE COMMUNITY FOUNDATION (EIN 20-3651997)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-27
IRS object ID
202400589349200520
Schema version
2023v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-27T10:04:38-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203651997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALTAVITA VILLAGE COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALTABusinessNameControlTxt
Phone9515675831PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117050 Arnold Drive H-103AddressLine1Txt
CityRiversideCityNm
State AbbreviationCAStateAbbreviationCd
ZIP925182806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames PembertonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9515675831PhoneNum
Signature2024-02-19SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJamesPersonFirstNm
Person LastPembertonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$52,868GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,706ContributionsGiftsGrantsEtcAmt
Program Service Revenue$40,918ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$131InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$5,113GrossSalesOfInventoryAmt
Cost Of Goods Sold$10,876CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$5,763GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$41,992TotalRevenueAmt
Grants And Similar Amounts Paid$0GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$65,394FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,206PrintingPublicationsPostageAmt
Other Expenses Total$0OtherExpensesTotalAmt
Total Expenses$67,600TotalExpensesAmt
Excess Or Deficit For Year-$25,608ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$278,897NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$253,289NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$253,701BOYAmt
EOY$253,289EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$25,196BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$278,897BOYAmt
EOY$253,289EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$278,897BOYAmt
EOY$253,289EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeImprove the quality of life for residents of Westmont Village. Provide support for residents who become unable to pay fees to remain as residents of Westmont Village. Provide recreation, socialization and entertainment services to residents. Provide an interface organization with Westmont Village for resident concerns, problems and requests.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Concert and committee programs: We hire professional concert performers to perform mostly classical chamber music performances for Westmont Village residents. It includes renting the venue, tuning pianos and providing refreshments.$0$27,199
Resident Council: Resident volunteers staff a Resident Council which is part of the Foundation. This council stocks and maintains various on-site libraries. It publishes a monthly magazine highlighting resident activities, local interest items, historical information of the local area and reports on and introduces new residents of the village. It also provides and funds entertainment events for residents.$0$44,397
Village Shoppe: The foundation operates a small retail operation so that residents with mobility problems can obtain commonly needed small items like stamps, cards, some food items, clothing items, etc. without having to arrange transportation from the Village and back.$0$5,113
Programs and projects: Various one-time projects. Resident Council programs and activities, Wood Hobby Shop operation, computer room operation, trail program, resident loss of contract due to bankruptcy compensation program, Village shoppe retail operation.$0$8,982
FieldValueIRS element (for citing)
Total Program Service Expenses$85,691TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bill Baltazar
Chairman4$0$0$0
James Pemberton
Treasurer8$0$0$0
Doris Weingart
Secretary4$0$0$0
Rosalee Chiara
Director1$0$0$0
Dan Waldo
Director1$0$0$0
Suzy Hanigan
Director2$0$0$0
James Anderson
Director3$0$0$0
Robert Miller
Director1$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJames PembertonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line121195 George Brown AvenueAddressLine1Txt
CityRiversideCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92518ZIPCd
FieldValueIRS element (for citing)
Phone9515675831PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$180,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,446CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,511CurrentTaxYearMinus1YearAmt
Current Tax Year$6,706CurrentTaxYearAmt
Total$289,645TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,953CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,168CurrentTaxYearMinus1YearAmt
Current Tax Year$40,918CurrentTaxYearAmt
Total$374,565TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$331,027CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,679CurrentTaxYearMinus1YearAmt
Current Tax Year$47,624CurrentTaxYearAmt
Total$664,210TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$664,210PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$339CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313CurrentTaxYearMinus1YearAmt
Current Tax Year$131CurrentTaxYearAmt
Total$1,843TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$339CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313CurrentTaxYearMinus1YearAmt
Current Tax Year$131CurrentTaxYearAmt
Total$1,843TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$424,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$257,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$681,674TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$756,501CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,992CurrentTaxYearMinus1YearAmt
Current Tax Year$47,755CurrentTaxYearAmt
Total$1,347,727TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.49284PublicSupportCY509Pct
Public Support PY5090.54611PublicSupportPY509Pct
Investment Income CY0.00137InvestmentIncomeCYPct
Investment Income PY0.00134InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12FormAndLineReferenceDesc
ExplanationNo other income.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 20No other changes.
Form 990-EZ, Part II, Line 24No other assets.
Form 990-EZ, Part II, Line 26No liabilities.