2021-09-07T22:30:42-05:00 2021-06-30 330244756 OWENS MOSKOWITZ AND ASSOCIATES INC 27792 EL LAZO LAGUNA NIGUEL CA 92677 990 2020-07-01 950549236 BEVERLYWOOD HOMES ASSOCIATION C/O FIRSTSERVICE RESIDENTIAL BEVE 3102763463 370 S DOHENY DR STE D BEVERLY HILLS CA 90211 LAWRENCE ZEHNDER TREASURER 3102763463 2021-08-29 LAWRENCE ZEHNDER 999009999 ROBERT A OWENS CPA P01414999 9498515020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LAWRENCE ZEHNDER 370 S DOHENY DR STE D BEVERLY HILLS CA 90211 1870902 0 X WWW.BEVERLYWOODHOA.COM X 1940 CA THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING ABOUT CIVIC BETTERMENT ANDSOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY, AND BY OWNING, OPERATING, AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS IN THE ENTIRE COMMUNITY ON CERTAIN REAL PROPERTY LOCATED IN LOS ANGELES, CALIF.AMONG THE GENERAL PURPOSES IS TO PROMOTE THE COMMON GOOD, HEALTH, SAFETY, AND GENERAL WELFARE OF ALL RESIDENTS WITHIN THE COMMUNITY. THE POPULATION OF THE ASSOCIATION IS APPROXIMATELY 3,500. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTAINS A SMALL PARK AREA WITHIN THE COMMUNITY. THIS AREA IS AVAILABLE TO RESIDENTS AND THEIR GUESTS ON AN UNRESTRICTED BASIS. 11 11 0 0 0 0 1005972 1036200 0 0 10287 6871 311695 827831 1327954 1870902 0 0 0 0 0 0 0 0 0 1227948 1559072 1227948 1559072 100006 311830 2402562 2478164 1010005 773777 1392557 1704387 SEE STATEMENT O 0 0 SEE SCHEDULE O 1252099 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X FIRSTSERVICE RESIDENTIAL 8884489356 6080 CENTER DR SUITE 210 LOS ANGELES CA 90045 X SCOTT KRIEGER PRESIDENT 2.00 X 0 0 0 MITCH COHEN VICE PRESIDENT 2.00 X 0 0 0 LAWRENCE ZEHNDER TREASURER 2.00 X 0 0 0 RICHARD MAY SECRETARY 2.00 X 0 0 0 JEFFREY WEINER MEMBER 2.00 X 0 0 0 LISA VIDIKAN MEMBER 2.00 X 0 0 0 JENNY SAVITSKY MEMBER 2.00 X 0 0 0 SARAH MILLER LIPTON MEMBER 2.00 X 0 0 0 MARCI SANDELL MEMBER 2.00 X 0 0 0 VICTORIA FRANKEL MEMBER 2.00 X 0 0 0 MAYTAL SHAINBERG MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 MY ALARM CENTER 100 BEL AIR ROAD LOS ANGELES CA 90077 MONTHLY SECURITY GUARDS 588165 FIRSTSERVICE RESIDENTIAL 15241 LAGUNA CANYON RD IRVINE CA 92618 ON-SITE STAFF/MANAGEMENT FEES 233527 CROCKETT ARCHITECTS 373 S DOHENY DR STE A BEVERLY HILLS CA 90211 ARCHITECTURAL REVIEW 162840 3 1036200 1036200 6871 6871 TRAFFIC SETTLEMENT 531390 562366 562366 ARCHITECTURAL FEES 531390 147347 147347 OTHER INCOME 531390 76665 76665 41453 41453 827831 1870902 834702 0 0 59261 59261 122558 122558 2798 2798 2486 2486 63750 63750 26255 26255 SECURITY 543165 543165 LANDSCAPE MAINTENANCE 309304 309304 ONSITE STAFF 188068 188068 ARCHITECTURAL DESIGN RE 166253 166253 75174 45309 29865 1559072 1252099 306973 0 242168 119812 1205618 1635599 946896 669570 7880 53183 2402562 2478164 14443 36414 995541 737363 21 0 1010005 773777 X 1059753 945087 0 0 332804 759300 1392557 1704387 2402562 2478164 311830 0 X 1 X 0 0 0 0 0 0 1036200 0 1444406 0 1444406 426496 426496 1870902 1559072 0 1559072 0 1559072 PART XI, LINE 4B - OTHER ADJUSTMENTS: ASSESSMENTS/SETTLEMENT DEFERRED UNDER FASB 606 IMPLEMENTATION 426,496. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION USES THE SERVICES OF FIRSTSERVICE RESIDENTIAL TO HANDLE DAY TO DAY OPERATIONS OF THE DEVELOPMENT INCLUDING COLLECTIONS, BILL PAYMENTS, HOMEOWNER ASSISTANCE, ETC. THE BOARD HAS THE ULTIMATE RESPONSIBILITY FOR AUTHORIZING PAYMENTS, SELECTING VENDORS, AND APPROVING THE BUDGET. FORM 990, PART VI, SECTION A, LINE 6 UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER BECOMES A MEMBER OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE VOTED UPON BY THE MEMBERSHIP AT AN ANNUAL MEETING WHICH REQUIRES A QUORUM OF 10% OF THE 1,354 VOTING MEMBERS. BOARD MEMBERS SERVE A 2 YEAR TERM AND COME UP FOR ELECTION IN ALTERNATING CYCLES. FORM 990, PART VI, SECTION A, LINE 7B DUES INCREASES IN EXCESS OF THE 20% ALLOWED BY THE DAVIS-STERLING ACT ARE SUBJECT TO THE APPROVAL OF MEMBERSHIP. SPECIAL ASSESSMENTS IN EXCESS OF 5% OF THE BUDGET ARE ALSO SUBJECT TO MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B UPON PREPARATION, THE ASSOCIATION'S BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990. AFTER REVIEWING THE RETURN, THE BOARD'S PRESIDENT OR TREASURER SIGNS AS THE BOARD REPRESENTATIVE AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION RETAINS THE SERVICES OF A MANAGEMENT COMPANY TO MONITOR BOARD ACTIVITY AND DOCUMENT THE MINUTES OF THE BOARD MEETINGS. THE MANAGEMENT COMPANY PROVIDES THE MEMBERSHIP WITH CANDIDATE INFORMATION IN CONJUNCTION WITH ELECTION MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER RECEIVES A COPY OF THE ASSOCIATION'S GOVERNING DOCUMENTS THROUGH ESCROW. COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.