2024-03-20T13:02:09-05:00 2022-12-31 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DR STE 200 LAGUNA HILLS CA 92653 990 2022-01-01 834309130 HARVEST AT LIMONEIRA MASTER CORPORATION C/O FIRSTSERVICE RESIDENTIAL HARV 9494486000 15241 LAGUNA CANYON RD IRVINE CA 92618 TONY MARRO DEVELOPER TREASURER 9494486000 2023-10-20 1 TONY MARRO 999009999 0 JEFFEREY A KLATT CPA P01516458 9495866640 2023-10-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALBERT CARRILLO 15241 LAGUNA CANYON RD IRVINE CA 92618 1151982 0 X N/A X 2019 CA TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES. 5 5 0 12 0 0 694742 1094115 22315 52480 0 5387 0 0 717057 1151982 0 0 0 0 0 0 0 0 0 601031 851282 601031 851282 116026 300700 1102518 1748230 734004 1312047 368514 436183 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 723993 57867 THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN ORANGE COUNTY, 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. 723993 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 7 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 0 0 0 1 1 0 CA X FIRSTSERVICE RESIDENTIAL 9494486000 15241 LAGUNA CANYON RD IRVINE CA 92618 X DAVID LAULETTA PRESIDENT, DEVELOPER 5.00 X X 0 0 0 ALEX MCCARTY SECRETARY, DEVELOPER 5.00 X X 0 0 0 TONY MARRO TREASURER, DEVELOPER 5.00 X X 0 0 0 ALBERT CARRILLO PRESIDENT, HOMEOWNER 5.00 X X 0 0 0 JENNIFER WAMPLER DIRECTOR-AT-LARGE 5.00 X 0 0 0 0 0 0 0 0 0 0 ELEMENTS LANDSCAPE MGMT 27188 HIGHLANDS LN VALENCIA CA 91354 LANDSCAPING 291945 FIRSTSERVICE RESIDENTIAL CALIFORNIA LLC 15241 LAGUNA CANYON RD IRVINE CA 92618 PROPERTY MANAGEMENT 105894 2 1094115 1094115 CLUBHOUSE GROSS RENTS 532000 29245 29245 OTHER PROGRAM SERVICE 531390 23235 23235 52480 5387 5387 1151982 57867 0 0 X 59330 59330 23521 23521 4098 4098 16588 16588 LANDSCAPE SERVICES 342426 342426 WATER 96598 96598 GENERAL MAINTENANCE AND 66727 66727 GENERAL AND ADMINISTRAT 63861 63861 178133 178133 851282 723993 127289 0 803795 1672246 289150 68747 9573 7237 1102518 1748230 75359 88538 658645 1223084 0 425 734004 1312047 X 33032 95314 0 0 335482 340869 368514 436183 1102518 1748230 300700 -233031 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 STATE (CA) INCOME TAXES PAYABLE 425 425 1151982 0 1151982 0 1151982 851282 0 851282 0 851282 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 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 IX, LINE 24E JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 48,227. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,227. GAS: PROGRAM SERVICE EXPENSES 37,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,598. ELECTRICITY: PROGRAM SERVICE EXPENSES 37,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,333. POOL/SPA SERVICES: PROGRAM SERVICE EXPENSES 30,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,787. SECURITY/PATROL SERVICES: PROGRAM SERVICE EXPENSES 7,615. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,615. PEST CONTROL: PROGRAM SERVICE EXPENSES 6,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,249. TELEPHONE: PROGRAM SERVICE EXPENSES 5,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,279. REFUSE: PROGRAM SERVICE EXPENSES 4,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,538. INCOME TAXES: PROGRAM SERVICE EXPENSES 507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 507. FORM 990, PART XII, LINE 2A THE PROCESS FOR COMPILING THE ASSOCIATION'S FINANCIAL STATEMENTS IS APPROVED AND OVERSEEN BY THE BOARD OF DIRECTORS, WITH THE ASSISTANCE OF A PROFESSIONAL MANAGEMENT COMPANY.