2024-11-14T23:05:14-05:00 2023-12-31 541320089 ADAMS JENKINS & CHEATHAM 231 WYLDEROSE DR MIDLOTHIAN VA 23113 990 2023-01-01 540897858 LAKE MONTICELLO OWNERS ASSOCIATION LAKE 4345898263 41 ASHLAWN BLVD LAKE MONTICELLO VA 22963 MICHAEL KELLY TREASURER 4345898263 2024-11-14 true false FRANK E JENKINS JR CPA P00362483 8043231313 2024-11-14 2023 2024-10-15 13:58:12Z LARRY HENSON 41 ASHLAWN BLVD LAKE MONTICELLO VA 22963 9583315 false X WWW.LMOA.ORG X 1971 VA TO MANAGE AND SERVE THE LAKE MONTICELLO COMMUNITY; INCLUDING PROVIDING SECURITY,RECREATIONAL FACILITIES, ROADS, AND COMMON AREA MAINTENANCE 7 7 58 100 0 0 8988762 9189872 82924 133066 320773 260377 9392459 9583315 0 0 2491603 2355401 0 0 7048712 7016916 9540315 9372317 -147856 210998 27169608 28112159 6057245 6404854 21112363 21707305 X TO MANAGE AND SERVE THE LAKE MONTICELLO COMMUNITY; INCLUDING PROVIDING SECURITY,RECREATIONAL FACILITIES, ROADS, AND COMMON AREA MAINTENANCE false false 4348669 6378146 PRESERVATION OF COMMON AREAS, PROVIDING MUNICIPAL TYPE SERVICES, AND MANAGEMENT OF THE LAKE MONTICELLO COMMUNITY FOR MORE THAN 4,600 INDIVIDUAL UNITS 1708406 982632 PROVIDING FOOD AND BEVERAGE OPERATIONS FOR THE COMMUNITY. 1397786 1431529 MAINTENANCE OF GOLF COURSE FOR THE COMMUNITY. 310620 397565 PROVIDING RECREATIONAL AMENITIES FOR THE COMMUNITY; INCLUDING A POOL, MARINA, AND TENNIS FACILITIES. 310620 397565 7765481 false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 33 0 true 58 true false false false false false false false false X 7 7 false false false false true true true true true false false false true true true true true true false false X X LAKE MONTICELLO OWNERS ASSOCIATION 4345898263 41 ASHLAWN BLVD PALMYRA VA 22963 TOM SCHAUDER GENERAL MANA 40.00 X 129552 0 0 MICHAEL WARNER FINANCE DIRE 40.00 X 107141 0 0 BRADLEY BRAUT DIRECTOR 4.00 X 0 0 0 LARRY HENSON PRESIDENT 4.00 X X 0 0 0 MICHAEL KELLY TREASURER 4.00 X X 0 0 0 DON POLONIS DIRECTOR 4.00 X 0 0 0 GARY SELLICK VICE PRESIDE 4.00 X X 0 0 0 JEFF SPINELLO DIRECTOR 4.00 X 0 0 0 JOHN WILLIAMSON SECRETARY 4.00 X X 0 0 0 236693 2 false false false UNIVERSAL PROTECTION SERVICE LP PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 413395 LAKE MONTICELLO GOLF MAINT LLC 12700 SUNRISE VALLEY DR RESTON VA 20191 GOLF MAINT. 400000 S L WILLIAMSON CO INC 1230 RIVER RD CHARLOTTESVILLE VA 22901 PAVING 238000 ENTERO ENERGY 1139 RIVER ROAD CHARLOTTESVILLE VA 22901 SOLAR PANELS 184405 4 MEMBER DUES 6378146 6378146 GOLF AND RELATED FEES 1186311 1186311 FOOD AND BEVERAGE REVENUES 982632 982632 BAR CODE INCOME 289415 289415 RECREATION FEES 245218 245218 108150 108150 9189872 133066 133066 OTHER INCOME 260377 260377 260377 9583315 9450249 133066 129552 129552 1809409 1320869 488540 7420 7420 262204 222873 39331 146816 120389 26427 84227 84227 62970 62970 11408 11408 44786 29111 15675 258894 196759 62135 1152832 864624 288208 274997 274997 FACILITY MAINT. - GENERAL 5010856 5010856 UNCOLLECTIBLE DEBTS 115946 115946 9372317 7765481 1606836 0 3538997 445199 5937665 5922034 203697 329643 10647 21831 158085 191428 25492406 11713322 14099971 13779084 3220546 7422940 27169608 28112159 91560 260233 5965685 6144621 6057245 6404854 X 21112363 21707305 21112363 21707305 27169608 28112159 210998 383944 X false false true true false 3412655 3412655 12042649 6388633 5654016 4926021 2613257 2312764 5111081 2711432 2399649 13779084 FORM 990, PAGE 2, PART III, LINE 4D PROVIDING RECREATIONAL AMENITIES FOR THE COMMUNITY; INCLUDING A POOL, MARINA, AND TENNIS FACILITIES. FORM 990, PAGE 6, PART VI, LINE 6 ALL PROPERTY OWNERS ARE MEMBERS OF THE ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 7A ALL MEMBERS IN GOOD STANDING ARE ELIGIBLE TO VOTE FOR DIRECTORS OF THE BOARD. DIRECTORS ARE GENERALLY ELECTED TO A THREE YEAR TERM. FORM 990, PAGE 6, PART VI, LINE 7B CHANGES IN ANNUAL ASSOCIATION DUES MUST BE APPROVED BY A VOTE OF ELIGIBLE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B A DESIGNATED MEMBER OF THE BOARD REVIEWS AND SIGNS FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WHEN THEY PETITION TO RUN FOR THE BOARD. ONCE THEY ARE ON THE BOARD, THEY ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT ANY TIME AN ISSUE ARISES FOR VOTE BY THE BOARD. KEY EMPLOYEES ARE NOT REQUIRED TO DISCLOSE ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD MAKES DECISIONS ABOUT COMPENSATION AND BENEFITS FOR THE GENERAL MANAGER. THE BOARD APPROVES DEPARTMENTAL SALARIES IN THE AGGREGATE DURING THE BUDGET PROCESS AND SETS THE CAP FOR AGGREGATE INCREASES FOR THE UPCOMING BUDGET YEAR. DECISIONS ON THE GENERAL MANAGER'S COMPENSATION PACKAGE ARE MADE IN EXECUTIVE SESSIONS AND ANY INCREASE AWARDED IS ANNOUNCED AT THE OPEN SESSION IN GENERAL TERMS. THE ASSOCIATION HAS NO KEY EMPLOYEES IN THE CURRENT YEAR. NO OFFICERS ARE COMPENSATED. FORM 990, PAGE 6, PART VI, LINE 19 PERSONNEL POLICIES AND PROCEDURES MANUAL, AUDITED FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE AVAIALBLE ON THE ASSOCIATION'S WEBSITE WWW.LMOAVOICE.ORG.