2024-11-19T11:44:48-06:00 2023-12-31 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DR STE 200 LAGUNA HILLS CA 92653 990 2023-01-01 330279771 MARINA HILLS PLANNED COMMUNITY ASSOCIATION - C/O OPTIMUM MARI 7145089070 230 COMMERCE 250 IRVINE CA 92602 CHRISTIAN LONG DIRECTOR 7145089070 2024-10-21 1 0 JEFFEREY A KLATT CPA P01516458 9495866640 2024-10-21 2023 2024-10-15 13:58:12Z LORETTA PIERCE 230 COMMERCE 250 IRVINE CA 92602 4033212 0 X N/A X 1986 CA 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. 5 5 0 5 7094 0 3169311 3879445 62035 42689 24097 111078 0 0 3255443 4033212 0 0 0 0 0 0 0 0 0 3352686 3801770 3352686 3801770 -97243 231442 3849099 3769852 3242194 2931505 606905 838347 X 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. 0 0 3649246 146673 THE 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. 3649246 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 1 1 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 1 1 0 CA X OPTIMUM PROFESSIONAL PROPERTY MANAGEMENT 7145089070 230 COMMERCE STE 250 IRVINE CA 92602 X LORETTA PIERCE PRESIDENT 5.00 X X 0 0 0 CHUCK JOHNSTON VICE PRESIDENT 5.00 X X 0 0 0 TOM SZWAJKOS SECRETARY 5.00 X X 0 0 0 JEFF TAYLOR TREASURER 5.00 X X 0 0 0 MINDY FIELD MEMBER-AT-LARGE 5.00 X 0 0 0 0 0 0 0 0 0 0 VILLA PARK SERVICES INC 739 W KATELLA AVE B ORANGE CA 92867 LANDSCAPING 1254125 SOUTHERN CALIFORNIA COATINGS INC 9815 CARMENITA RD C WHITTIER CA 90605 PAINTING SERVICES 909796 OPTIMUM PROFESSIONAL PROPERTY MANAGEMENT 230 COMMERCE STE 250 IRVINE CA 92602 PROPERTY MANAGEMENT 256919 MOULTON NIGUEL WATER DISTRICT PO BOX 30204 LAGUNA NIGUEL CA 92607 WATER UTILITY 166464 SECURITAS SECURITY SERVICES USA INC PO BOX 57220 LOS ANGELES CA 90074 SECURITY & GUARDING SERVICES 161869 5 3879445 3879445 OTHER PROGRAM SERVICE 531390 25930 25930 CLUBHOUSE GROSS RENTAL 532000 9665 9665 4TH OF JULY CARNIVAL 713990 6244 6244 NEWSLETTER - ADVERTISI 541800 850 850 42689 111078 111078 4033212 146673 7094 0 X 126000 126000 44883 44883 6425 6425 34438 34438 32383 32383 46313 46313 LANDSCAPE SERVICES 1410697 1410697 FENCING, WALLS & RAILIN 575045 575045 POOL/SPA SERVICES 213240 213240 WATER 195141 195141 1117205 1097106 20099 3801770 3649246 152524 0 906467 1230213 2900356 2475059 11744 32477 30532 32103 3849099 3769852 151946 301106 3059413 2593271 30835 29535 0 7593 3242194 2931505 X 606905 826147 0 0 0 12200 606905 838347 3849099 3769852 231442 0 X X 0 1 X 1 0 1 1 0 FORM 990 SCHEDULE C THE ORGANIZATION HAS MADE NO LOBBYING OR POLITICAL EXPENDITURES. 0 30835 1900 3200 29535 1 X 0 CA STATE INCOME TAXES PAYABLE 7593 7593 4033212 0 4033212 0 4033212 3801770 0 3801770 0 3801770 PART IV, LINE 2B: IMPROVEMENTS AND ALTERATIONS WHICH ALTER THE EXTERIOR APPEARANCE OF A RESIDENCE MUST FIRST BE APPROVED BY THE ASSOCIATION'S ARCHITECTURAL REVIEW COMMITTEE. A REFUNDABLE LANDSCAPE DEPOSIT MAY BE ASSESSED IN SUCH CIRCUMSTANCES, AND IS LATER REFUNDED SUBJECT TO AN ARCHITERUAL REVIEW AND UPON APPROVAL BY THE ARCHITECTURAL COMMITTEE. THE ASSOCIATION ALSO COLLECTS REFUNDABLE DEPOSITS FROM RESIDENTS WHO WISH TO MAKE RESERVATIONS TO USE THE COMMUNITY'S CLUBHOUSE. 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. FORM 990, PART IX, LINE 24E SECURITY/PATROL SERVICES: PROGRAM SERVICE EXPENSES 174,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,991. PAVED SURFACES: PROGRAM SERVICE EXPENSES 148,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,050. PAINTING: PROGRAM SERVICE EXPENSES 138,404. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,404. GENERAL MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 107,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,284. ELECTRICITY: PROGRAM SERVICE EXPENSES 103,926. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,926. CLUBHOUSE: PROGRAM SERVICE EXPENSES 89,213. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,213. GAS: PROGRAM SERVICE EXPENSES 75,424. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,424. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 59,430. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,430. OUTSIDE STAFF: PROGRAM SERVICE EXPENSES 58,981. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,981. PEST CONTROL: PROGRAM SERVICE EXPENSES 37,604. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,604. MAILBOXES/SIGNS: PROGRAM SERVICE EXPENSES 27,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,140. GENERAL AND ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,099. LIGHTING: PROGRAM SERVICE EXPENSES 18,707. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,707. FITNESS FACILITIES: PROGRAM SERVICE EXPENSES 17,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,323. NEWSLETTER: PROGRAM SERVICE EXPENSES 14,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,295. INTERNET: PROGRAM SERVICE EXPENSES 13,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,761. INCOME TAXES: PROGRAM SERVICE EXPENSES 9,603. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,603. REFUSE: PROGRAM SERVICE EXPENSES 2,970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,970. 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.