2024-11-06T16:19:33-06:00 2023-12-31 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DR STE 200 LAGUNA HILLS CA 92653 990 2023-01-01 953723325 ALISO VIEJO COMMUNITY ASSOCIATION C/O POWERSTONE ALIS 9497163998 130 VANTIS DRIVE 110 ALISO VIEJO CA 92656 LISA NAEGELE PRESIDENT 9497163998 2024-10-31 1 0 JEFFEREY A KLATT CPA P01516458 9495866640 2024-10-31 2023 2024-10-15 13:58:12Z X LISA NAEGELE 130 VANTIS DRIVE 110 ALISO VIEJO CA 92656 11562271 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. 5 5 0 20 0 0 8635356 10684167 272505 282577 158958 595527 0 0 9066819 11562271 0 0 0 0 0 0 0 0 0 10341806 11317459 10341806 11317459 -1274987 244812 20401030 21057080 15553261 15964499 4847769 5092581 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 10617980 821020 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. 12481 THE ASSOCIATION PUBLISHES A QUARTERLY NEWSLETTER TO PROVIDE MEMBERS WITH ANNOUNCEMENTS OF COMMUNITY EVENTS AND OTHER ASSOCIATION ACTIVITIES. 247303 57084 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. 10877764 0 0 0 1 0 0 0 0 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 19 0 1 0 0 0 0 0 0 0 0 0 X 5 5 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 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 SARA TEHRANI SECRETARY 5.00 X X 0 0 0 KIRK ELLIOTT ASSISTANT TREASURER/SECRET 5.00 X X 0 0 0 JASON STEIN 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 3498096 MISSION LANDSCAPE COMPANIES PO BOX 15026 SANTA ANA CA 92735 LANDSCAPE MAINTENANCE 2672738 POWERSTONE PROPERTY MANAGEMENT INC 9060 IRVINE CENTER DR IRVINE CA 92618 MANAGEMENT SERVICE 1133763 MOULTON NIGUEL WATER PO BOX 30203 LAGUNA NIGUEL CA 92607 WATER 594027 A&Y COMPANY INC 1613 INDUSTRIAL AVE NORCO CA 92860 PAVING CONTRACTOR 548597 5 10634457 49710 10684167 OTHER EXEMPT FUNCTION INCOME 531390 173183 173183 MEMBER INTEREST/LATE/COLLECTION C 531390 109394 109394 282577 595527 595527 11562271 878104 0 0 379478 284608 94870 257502 231752 25750 115659 13817 101842 151340 113505 37835 347151 243006 104145 LANDSCAPE MAINTENANCE 6342464 6342464 COMMON AREA MAINTENANCE 1111595 1111595 UTILITIES 839353 839353 STREET & SIDEWALK 653056 653056 1119861 1044608 75253 11317459 10877764 439695 0 2708249 2477678 16114884 17281807 164013 148311 307905 344487 1105979 804797 20401030 21057080 356190 559864 14091657 14643935 1105414 760700 15553261 15964499 X 4295496 4779397 298186 313184 254087 0 4847769 5092581 20401030 21057080 244812 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 LEASE LIABILITY 760700 760700 11562271 0 11562271 0 11562271 11317459 0 11317459 0 11317459 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.