2024-02-14T14:34:24-06:00 2023-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-04-01 463831781 LAMORINDA VILLAGE INC LAMO 9252833500 49 KNOX DR LAFAYETTE CA 94549 JACK SWEITZER TREASURER 9252833500 2024-02-08 1 JACK SWEITZER 999009999 0 JENNIFER Z IWATA P01310188 9166466464 2024-02-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHARON IVERSEN 49 KNOX DR LAFAYETTE CA 94549 228950 0 X WWW.LAMORINDAVILLAGE.ORG X 2013 CA TO PROVIDE THE SUPPORT TO HELP SENIORS REMAIN IN THEIR HOME AS THEY GET OLDER. 16 16 2 250 0 0 887782 146728 0 80683 295 232 0 1307 888077 228950 0 0 0 0 73937 119363 36000 36000 64445 28245 53537 138182 208900 749895 20050 978176 1002986 3040 7800 975136 995186 LAMORINDA VILLAGE IS A COMMUNITY - BASED NETWORK OF PEOPLE LIVING IN LAFAYETTE, MORAGA, AND ORINDA, CA. OUR PURPOSE IS TO PROVIDE THE SUPPORT AND CONNECTIONS THAT WILL HELP SENIORS REMAIN IN THEIR HOMES AS THEY GET OLDER. 0 0 92629 81990 PREPARING FOR EMERGENCY EVACUATIONS, LAMORINDA VILLAGE (LV) CONTINUED TO PURCHASE AND ASSEMBLE GO BAGS AND DELIVER THEM TO NEW MEMBERS.LV CONDUCTED 363 SOCIAL, CULTURAL, PHYSICAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS FOR ITS MEMBERS AND THE COMMUNITY IN GENERAL.LV'S VOLUNTEERS PROVIDED 3106 HOURS OF SERVICE FOR OUR MEMBERS AND THE COMMUNITY IN GENERAL 92629 1 1 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 CA X LKH BOOKKEEPING INC 9252543052 PO BOX 2137 ORINDA CA 94563 KATHRYN ISHIZU EXECUTIVE DIRECTOR 50.00 X 73689 0 0 SHARON IVERSEN PRESIDENT 18.00 X X 0 0 0 DON JENKINS VICE PRESIDENT 10.00 X X 0 0 0 JACK SWEITZER TREASURER 6.00 X X 0 0 0 JOYCE HAWKINS SECRETARY 4.00 X X 0 0 0 LARRY TOY PREVIOUS PRESIDENT 12.00 X X 0 0 0 JANE TIEMANN BOARD MEMBER 4.00 X 0 0 0 GEORGE BRADISH BOARD MEMBER 4.00 X 0 0 0 RUTH MCCAHAN BOARD MEMBER 6.00 X 0 0 0 RICK SHRINER BOARD MEMBER 6.00 X 0 0 0 CLARITA WOOLDRIDGE BOARD MEMBER 4.00 X 0 0 0 KAY AAKER BOARD MEMBER 4.00 X 0 0 0 GORDON CHONG BOARD MEMBER 6.00 X 0 0 0 GINI FALCONER BOARD MEMBER 6.00 X 0 0 0 SUZY PAK BOARD MEMBER 4.00 X 0 0 0 MARIO SALERNO BOARD MEMBER 4.00 X 0 0 0 MIKE KERN BOARD MEMBER 4.00 X 0 0 0 73689 0 0 0 0 0 0 0 146728 146728 MEMBERSHIP DUES 812900 80683 80683 80683 232 232 MISC REVENUE 900099 1307 1307 1307 228950 81990 0 232 78690 39345 23607 15738 30809 15404 9243 6162 9864 4932 2959 1973 14600 14600 36000 36000 3993 3993 2010 1809 151 50 6661 5994 500 167 2230 2007 167 56 2532 2279 190 63 PROGRAM COSTS 19266 19266 MEMBERSHIP DUES 1175 1058 88 29 DEVELOPMENT 1070 535 321 214 208900 92629 51826 64445 286308 346671 691868 656315 978176 1002986 3040 7800 3040 7800 X 0 0 0 0 975136 995186 975136 995186 978176 1002986 20050 0 X X 0 0 0 X 117389 99518 184672 809314 146728 1357621 55120 63980 78468 80683 278251 117389 154638 248652 887782 227411 1635872 25000 36516 50725 692761 26000 831002 0 25000 36516 50725 692761 26000 831002 804870 9 18 254 295 232 808 9 18 254 295 232 808 1307 1307 117398 154656 248906 888077 228950 1637987 0.49140 0.46100 0.00050 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 SUSAN HAMILTON 130 CAMINO DON MIGUEL ORINDA CA 94563 PROVIDES CONSULTATION ON MAIL SOLICITATIONS AND GRANTS 0 54000 36000 18000 54000 36000 18000 CA FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JOYCE HAWKINS & JACK SWEITZER SHARE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B N/A - LAMORINDA VILLAGE DOESN'T HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B TREASURER WILL WORK WITH CPA ON PREPARATION OF THE TAX RETURNS. THE TAX RETURN WILL BE PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 RESPONSIBILITY FOR REVIEWING THE OPERATION MANAGER'S PERFORMANCE STARTS WITH THE EXECUTIVE COMMITTEE, WHICH INCLUDES THE PRESIDENT, PREVIOUS PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. ONCE PERFORMANCE IS DISCUSSED, THE COMMITTEE MAKES A SALARY RECOMMENDATION TO THE FULL BOARD. THE RECOMMENDATION WAS DISCUSSED AND APPROVED BY THE ENTIRE BOARD AT THE OCTOBER 2020 BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 LAMORINDA VILLAGE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 LAMORINDA VILLAGE USES THE CASH METHOD OF ACCOUNTING EXCEPT FOR RESTRICTED DONATIONS IT RECEIVES TO BE USED FOR SENIORS WHO CANNOT AFFORD THE ANNUAL MEMBERSHIP FEE. THESE FUNDS ARE RECOGNIZED AS DEFERRED REVENUE AND RECOGNIZED AS CONTRIBUION REVENUE AS USED CONSISTENT WITH PRIOR YEARS.