2023-03-07T16:18:17-06:00 2022-04-30 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DRIVE SUITE 200 LAGUNA HILLS CA 92653 990 2021-05-01 330668635 WAGON WHEEL CANYON COMMUNITY ASSOCIATION C/O ACTION WAGO 9494500202 2603 MAIN STREET 500 IRVINE CA 92614 SCOTT BERG PRESIDENT 9494500202 2023-02-02 1 SCOTT BERG 999009999 JEFFEREY A KLATT CPA P01516458 9495866640 2023-02-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SCOTT BERG 2603 MAIN STREET 500 IRVINE CA 92614 666412 0 X N/A X 1995 CA PROVIDE & PRESERVE CIVIC BETTERMENTS, SOCIAL IMPROVEMENTS, & ARCHITECTURAL BEAUTY OF & FOR THE COMMUNITY. 5 5 0 8 0 0 682905 625446 9653 23140 6737 1866 0 15960 699295 666412 0 0 0 0 0 0 0 0 0 717384 683802 717384 683802 -18089 -17390 398210 313195 446905 379280 -48695 -66085 THE SPECIFIC & PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING CIVIC BETTERMENTS & SOCIAL IMPROVEMENTS BY PRESERVATION OF THE ARCHITECTURE & APPEARANCE OF THE COMMUNITY BY OWNING, OPERATING & MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS. 0 0 598358 40966 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. 598358 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 4 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 ACTION PROPERTY MANAGEMENT 9494500202 2603 MAIN STREET STE 500 IRVINE CA 92614 X JACK ROCHE TREASURER 5.00 X X 0 0 0 MARTIN DANKO VICE PRESIDENT 5.00 X X 0 0 0 LAUREN MAYBERRY MEMBER AT LARGE 5.00 X 0 0 0 SCOTT BERG PRESIDENT 5.00 X X 0 0 0 DAVID STEVENS SECRETARY 5.00 X X 0 0 0 0 0 0 0 0 0 0 BEMUS LANDSCAPE INC PO BOX 74268 SAN CLEMENTE CA 92673 LANDSCAPING 275366 ACTION PROPERTY MANAGEMENT 2603 MAIN ST STE 500 IRVINE CA 92614 PROPERTY MANAGEMENT 110003 2 625446 625446 OTHER PROGRAM SERVICE 531390 23140 23140 23140 1866 1866 WATER CONSERVATION REB 531390 15960 15960 15960 666412 40966 0 0 61340 61340 12889 12889 2050 2050 20375 20375 21046 21046 LANDSCAPE SERVICES 362438 362438 WATER 101672 101672 GENERAL MAINTENANCE AND 31449 31449 PARKS/TOT LOT 23000 23000 47543 25489 22054 683802 598358 85444 0 179654 298778 200000 10156 1811 8400 12606 398210 313195 62674 24345 384150 353033 81 1902 446905 379280 X -48695 -66085 0 0 0 0 -48695 -66085 398210 313195 -17390 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 REFUNDABLE DEPOSITS 1902 1902 666412 0 666412 0 666412 683802 0 683802 0 683802 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 XII, LINE 2C THE PROCESS OF OVERSIGHT OF THE ASSOCIATION'S AUDIT PREPARATION AND APPROVAL HAS NOT CHANGED DURING THE CURRENT FISCAL YEAR.