2026-01-22T18:04:35-06:00 2025-06-30 330244756 OWENS MOSKOWITZ AND ASSOCIATES INC 27792 EL LAZO LAGUNA NIGUEL CA 92677 990 2024-07-01 237002952 WESTLAKE ISLAND PROPERTY OWNERS' ASSOC C/O PROPERTY MGMT PROS WEST 6612954900 27220 TURNBERRY LN 150 VALENCIA CA 91355 ANDY KANE PRESIDENT 8054131170 2026-01-21 1 ROBERT A OWENS CPA P01414999 9498515020 2024 2025-03-06 01:10:19Z MICHAEL MEISEL ONE BOARDWALK AVENUE SUITE 102 THOUSAND OAKS CA 91360 2415828 0 X N/A X 1967 CA 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 1,500. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTANS A VARIETY OF GREENBELTS AND PARK AREAS. ALL FACILITIES ARE AVAILABLE TO RESIDENTS AND THEIR GUESTS ON AN UNRESTRICTED BASIS. 5 5 0 0 0 0 1118600 2298287 0 0 28096 29508 51082 88033 1197778 2415828 0 0 0 0 0 0 0 0 0 1266249 2744016 1266249 2744016 -68471 -328188 1097800 2564914 282505 2077807 815295 487107 SEE SCHEDULE O 0 0 2545097 THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOC. ARE TO BRING ABOUT CIVIC BETTERMENTS AND SOCIAL 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 WESTLAKE VILLAGE, CA. 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 ASSOC. IS APPROX. 1,500. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOC. OWNS AND MAINTAINS A VARIETY OF GREENBELTS AND PARK AREAS. ALL FACILITIES ARE AVAILABLE TO RESIDENTS AND THEIR GUESTS ON AN UNRESTRICTED BASIS. 2545097 0 0 0 1 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 0 1 0 0 0 0 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 1 1 0 0 0 CA X THE EMMONS COMPANY 8054131170 ONE BOARDWALK AVENUE SUITE 102 THOUSAND OAKS CA 91360 X MICHAEL MEISEL PRESIDENT 2.00 X 0 0 0 ALISON COLBURN VICE PRESIDENT 2.00 X 0 0 0 ANDREW KANE TREASURER 2.00 X 0 0 0 AUDREY ISRAEL SECRETARY 2.00 X 0 0 0 ALAN JEFFERY MEMBER AT LARGE 2.00 X 0 0 0 0 0 0 0 0 0 0 GPM PAVEMENT MANAGEMENT 850 LAWRENCE DR 100 THOUSAND OAKS CA 91320 STREET PROJECT 1174075 GLOBAL SECURITY CONCEPTS 7250 BEVERLY BLVD LOS ANGELES CA 90036 MONTHLY SECURITY 587173 SAN LUIS CONCRETE 2130 W HIGHLAND AVE SAN BERNARDINO CA 92404 BRIDGE CONSTRUCTION 383636 3 2298287 2298287 29508 29508 OTHER INCOME 531390 60800 60800 INSURANCE CLAIM 531390 25188 25188 REIMBURSEMENT-FENCE DA 531390 2045 2045 88033 2415828 117541 0 0 X 83220 83220 15341 15341 1998 1998 38490 38490 STREET REPLACEMENT 1180825 1180825 SECURITY 587559 587559 BRIDGE 452594 452594 LANDSCAPE MAINTENANCE 92332 92332 291657 231787 59870 2744016 2545097 198919 0 124285 69425 921451 2296860 31697 174975 20367 23654 1097800 2564914 117048 38918 77048 1946680 88409 92209 282505 2077807 X 174983 162386 0 0 640312 324721 815295 487107 1097800 2564914 -328188 0 X 0 1 X 0 0 1 0 0 0 DEPOSITS 92209 92209 2741966 326138 326138 2415828 0 2415828 2744016 0 2744016 0 2744016 PART XI, LINE 2D - OTHER ADJUSTMENTS: RESERVE ASSESSMENTS RECOGNIZED PER FASB 606 326,138. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION USES THE SERVICES OF THE EMMONS COMPANY TO HANDLE DAY TO DAY OPERATIONS OF THE DEVELOPMENT INCLUDING COLLECTIONS, BILLS 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 BECOME 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 50% OF THE 329 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 THE 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 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 B, LINE 15 N/A 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. FORM 990, PART IX, LINE 24E ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 58,670. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,670. ASPHALT/CONCRETE: PROGRAM SERVICE EXPENSES 43,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,281. WATER: PROGRAM SERVICE EXPENSES 28,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,547. GENERAL MAINTENANCE: PROGRAM SERVICE EXPENSES 28,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,516. INSURANCE CLAIM: PROGRAM SERVICE EXPENSES 25,188. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,188. COMMUNITY EVENTS: PROGRAM SERVICE EXPENSES 21,558. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,558. CUSTODIAL: PROGRAM SERVICE EXPENSES 20,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,672. GATE: PROGRAM SERVICE EXPENSES 19,096. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,096. LIGHTING/ELECTRICAL: PROGRAM SERVICE EXPENSES 13,990. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,990. STREET SWEEPING: PROGRAM SERVICE EXPENSES 12,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,070. ELECTRICITY: PROGRAM SERVICE EXPENSES 6,951. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,951. ACCESS CONTROL: PROGRAM SERVICE EXPENSES 5,341. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,341. PAINTING: PROGRAM SERVICE EXPENSES 3,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,274. TELEPHONE: PROGRAM SERVICE EXPENSES 2,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,275. RESERVE STUDY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200. RUBBISH COLLECTION: PROGRAM SERVICE EXPENSES 734. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 734. PEST CONTROL: PROGRAM SERVICE EXPENSES 294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294.