2022-09-13T12:49:16-05:00 2021-12-31 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DRIVE SUITE 200 LAGUNA HILLS CA 92653 990 2021-01-01 953723325 ALISO VIEJO COMMUNITY ASSOCIATION C/O POWERSTONE ALIS 9497163998 95 ARGONAUT 190 ALISO VIEJO CA 92656 LISA NAEGELE PRESIDENT 9497163998 2022-09-13 1 LISA NAEGELE 999009999 BARTON E MCCORVEY CPA P01700192 9495866640 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LISA NAEGELE 95 ARGONAUT 190 ALISO VIEJO CA 92656 8966738 0 X N/A X 1982 CA TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE ALISO VIEJO COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES. 4 4 0 30 0 0 8187537 8552682 218843 242606 277424 110250 31320 61200 8715124 8966738 0 0 0 0 0 0 0 0 0 10116514 10781429 10116514 10781429 -1401390 -1814691 20603634 19663254 12666187 13540498 7937447 6122756 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 10055922 341002 THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN THE CITY OF ALISO VIEJO, 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. 12361 THE ASSOCIATION PUBLISHES A QUARTERLY NEWSLETTER TO PROVIDE MEMBERS WITH ANNOUNCEMENTS OF COMMUNITY EVENTS AND OTHER ASSOCIATION ACTIVITIES. 349135 73054 THE ASSOCIATION PROVIDES CERTAIN COMMUNITY EVENTS, SPORTS EVENTS AND RECREATION ACTIVITIES THROUGHOUT THE YEAR, SUCH AS 4TH OF JULY CELEBRATION, SANTA'S ARRIVAL AND LIGHTING CEREMONY, THE EASTER EGG HUNT AND VARIOUS CONCERTS. 10417418 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X POWERSTONE PROPERTY MANAGEMENT INC 9497163998 9060 IRVINE CENTER DR STE 200 IRVINE CA 92618 X MICHAEL AVRAMIDIS PRESIDENT 5.00 X X 0 0 0 LISA NAEGELE VICE PRESIDENT 5.00 X X 0 0 0 WILLIAM CONLEY SECRETARY 5.00 X X 0 0 0 JASON STEIN ASSISTANT TREASURER 5.00 X X 0 0 0 0 0 0 0 0 0 0 O'CONNELL LANDSCAPE MAINT INC 23091 ARROYO VISTA RANCHO SANTA MARGARITA CA 92688 LANDSCAPE MAINTENANCE 3638852 MISSION LANDSCAPE COMPANIES PO BOX 15026 SANTA ANA CA 92735 LANDSCAPE MAINTENANCE 2960049 POWERSTONE PROPERTY MANAGEMENT INC 9060 IRVINE CENTER DR STE 200 IRVINE CA 92618 MANAGEMENT SERVICE 1076872 MOULTON NIGUEL WATER PO BOX 30203 LAGUNA NIGUEL CA 92607 WATER 876357 DAVE BANG ASSOCIATES INC PO BOX 1088 TUSTIN CA 92781 OUTDOOR RECREATION EQUIPMENT SALES 407771 5 8552682 8552682 242606 242606 242606 110250 110250 WATER CONSERVATION REB 531390 61200 61200 61200 8966738 414056 0 0 351400 263550 87850 164334 147901 16433 106626 15253 91373 184248 138186 46062 243311 170318 72993 LANDSCAPE MAINTENANCE 6811628 6811628 UTILITIES 930927 930927 COMMON AREA MAINTENANCE 787182 787182 PLAYGROUND 250176 250176 951597 902297 49300 10781429 10417418 364011 0 3929612 7523714 16234208 11730547 207493 140787 220356 256241 11965 11965 20603634 19663254 397325 551187 12268862 12989311 12666187 13540498 X 6492713 5330721 295418 295555 1149316 496480 7937447 6122756 20603634 19663254 -1814691 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 8966738 0 8966738 0 8966738 10781429 0 10781429 0 10781429 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 12C EVERY YEAR THE BOARD MEMBERS SIGN A STATEMENT CONFIRMING THAT THERE IS NO CONFLICT OF INTEREST. 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 XII, LINE 2C THE PROCESS OF OVERSIGHT OF THE ASSOCIATION'S AUDIT PREPARATION AND APPROVAL HAS NOT CHANGED DURING THE CURRENT FISCAL YEAR.