Nonprofit · EIN 33-0239012
FORSTER RANCH MASTER ASSOCIATION I
Tax-exempt · ALISO VIEJO, CA 92656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $2,563,324 | $2,737,547 | -$174,223 | $1,990,259 | $1,913,039 | $77,220 |
| April 30, 2025 | 990 | $2,994,434 | $2,941,264 | $53,170 | $2,577,034 | $2,325,591 | $251,443 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,475,774
- Investment income
- $87,550
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $37,712
- Program services (functional)
- $2,578,298
- Management and general (functional)
- $159,249
Balance sheet and other
- Total assets, start of year
- $2,577,034
- Total assets, end of year
- $1,990,259
- Total liabilities, end of year
- $1,913,039
- Net assets, end of year
- $77,220
- Net assets without donor restrictions
- $68,907
- Net assets with donor restrictions
- $8,313
- Gross receipts
- $2,563,324
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1984
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB HERBES | DIRECTOR Trustee or director | 2 | $0 |
| TODD HUNTER | DIRECTOR Trustee or director | 2 | $0 |
| ERIC JAMES | DIRECTOR Trustee or director | 2 | $0 |
| KELLY LOCKETT | PRESIDENT Officer | 2 | $0 |
| HEIDI SPEARE | VICE PRESIDE Officer | 2 | $0 |
| JOHN CRIPPES | TREASURER Officer | 2 | $0 |
| BRITTNEY DAHLEN | SECRETARY Officer | 2 | $0 |
| DAWN HUNN | TREASURER Officer | 2 | $0 |
990 for the year ended April 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER ELLINGER | DIRECTOR Trustee or director | 2 | $0 |
| TODD HUNTER | DIRECTOR Trustee or director | 2 | $0 |
| ERIC JAMES | DIRECTOR Trustee or director | 2 | $0 |
| KELLY LOCKETT | PRESIDENT Officer | 2 | $0 |
| ROB HERBES | VICE PRESIDE Officer | 2 | $0 |
| JOHN CRIPPES | TREASURER Officer | 2 | $0 |
| HEIDI SPEARE | SECRETARY Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 26840 ALISO VIEJO PARKWAY, ALISO VIEJO, CA 92656-2624
- In care of
- % SEABREEZE MANAGEMENT COMPANY INC
- Principal officer (990 for 2025)
- KELLY LOCKETT, 26840 ALISO VIEJO PARKWAY SUITE 10, ALISO VIEJO, CA 92656
- Signed the 990
- DAWN HUNN, TREASURER
- Phone
- (949) 672-9080
- Return prepared by
- NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
Mission
TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, 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.
Program accomplishments
- THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.Expenses $2,578,298 · revenue $2,475,774
- THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 33-0239012
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,990,259
- Income (IRS master file)
- $2,563,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $2,563,324 | $2,737,547 | $1,990,259 | XML |
| 990 | April 2025 | $2,994,434 | $2,941,264 | $2,577,034 | XML |
| 990 | April 2024 | – | – | – | IRS |
| 990 | April 2023 | $1,319,998 | $1,260,965 | $3,792,391 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about FORSTER RANCH MASTER ASSOCIATION I
- What is the EIN of FORSTER RANCH MASTER ASSOCIATION I?
- The employer identification number (EIN) of FORSTER RANCH MASTER ASSOCIATION I is 33-0239012.
- Is FORSTER RANCH MASTER ASSOCIATION I tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1995.
- Are donations to FORSTER RANCH MASTER ASSOCIATION I tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FORSTER RANCH MASTER ASSOCIATION I file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORSTER RANCH MASTER ASSOCIATION I due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORSTER RANCH MASTER ASSOCIATION I last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of FORSTER RANCH MASTER ASSOCIATION I?
- The 990 for the year ended April 30, 2026 names KELLY LOCKETT.
- Who are the officers and directors of FORSTER RANCH MASTER ASSOCIATION I?
- The 990 for the year ended April 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does FORSTER RANCH MASTER ASSOCIATION I have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $2,563,324, expenses of $2,737,547 and total assets of $1,990,259 at year end.
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