2025-12-24T14:26:35-06:00 2025-06-30 330244756 OWENS MOSKOWITZ AND ASSOCIATES INC 27792 EL LAZO LAGUNA NIGUEL CA 92677 990 2024-07-01 950549236 BEVERLYWOOD HOMES ASSOCIATION C/O FIRSTSERVICE RESIDENTIAL BEVE 3102763463 370 S DOHENY DR STE D BEVERLY HILLS CA 90211 CHARLES SHAMASH TREASURER 3102763463 2025-12-23 1 ROBERT A OWENS CPA P01414999 9498515020 2024 2025-03-06 01:10:19Z CHARLES SHAMASH 370 S DOHENY DR STE D BEVERLY HILLS CA 90211 1355749 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 IN ACCORDANCE WITH THE ASSOCIATION'S GOVERNING DOCUMENTS. 11 11 0 0 0 0 1120625 1161921 0 0 49887 57125 114709 136703 1285221 1355749 0 0 0 0 0 0 0 0 0 1189322 1398957 1189322 1398957 95899 -43208 2267881 2317096 565205 657628 1702676 1659468 SEE STATEMENT O 0 0 1134353 SEE SCHEDULE O 1134353 0 0 0 1 0 0 0 0 0 0 0 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 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 ADRIANA MOLLICA PRESIDENT 2.00 X 0 0 0 LISA VIDIKAN VICE PRESIDENT 2.00 X 0 0 0 CHARLES SHAMASH TREASURER 2.00 X 0 0 0 NINA CHEA SECRETARY 2.00 X 0 0 0 BRUCE GILMAN MEMBER 2.00 X 0 0 0 MARCI SANDELL MEMBER 2.00 X 0 0 0 DAVID YADEGAR MEMBER 2.00 X 0 0 0 SHORAM ZACKARY MEMBER 2.00 X 0 0 0 VICTORIA FRANKEL MEMBER 2.00 X 0 0 0 SOPHIE MELAMED MEMBER 2.00 X 0 0 0 AARON SPIWAK MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 POST ALARM SYSTEMS 47 E SAINT JOSEPH ST ARCADIA CA 91006 MONTHLY SECURITY GUARDS 475000 FIRSTSERVICE RESIDENTIAL 15241 LAGUNA CANYON RD IRVINE CA 92618 ON-SITE STAFF/MANAGEMENT FEES 259096 AMERICAN HERITAGE LANDSCAPE 7013 OWENSMOUTH AVE CANOGA PARK CA 91303 MONTHLY LANDSCAPE/IRRIGATION 153665 3 1161921 1161921 57125 57125 ARCHITECTURAL FEES 531390 85158 85158 OTHER INCOME 531390 51545 51545 136703 1355749 193828 0 0 67290 67290 59808 59808 4048 4048 2743 2743 64536 64536 91840 91840 SECURITY 612200 612200 ONSITE STAFF 192916 192916 LANDSCAPE MAINTENANCE 173230 173230 WATER 57565 57565 72781 33906 38875 1398957 1134353 264604 0 49413 322597 1656069 1494754 509463 482476 52936 17269 2267881 2317096 26335 60364 534602 597264 4268 0 565205 657628 X 1208356 1133086 0 0 494320 526382 1702676 1659468 2267881 2317096 -43208 0 X 1 X 0 0 0 1 0 0 0 X 1323687 0 1323687 32062 32062 1355749 1398957 0 1398957 0 1398957 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR JUNE 30, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: ASSESSMENTS DEFERRED UNDER FASB 606 IMPLEMENTATION 32,062. 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.