2025-11-17T11:30:50-06:00 2024-12-31 330382278 INOUYE SHIVELY KLATT & MCCORVEY CPA'S 23282 MILL CREEK DR STE 200 LAGUNA HILLS CA 92653 990 2024-01-01 330279771 MARINA HILLS PLANNED COMMUNITY ASSOCIATION - C/O POWERSTONE MARI 9497163998 9060 IRVINE CENTER DRIVE IRVINE CA 92618 KEVIN HENDRA TREASURER 9497163998 2025-11-12 1 0 RANDALL R AZAR EA P03023951 9495866640 2025-11-12 2024 2025-03-06 01:10:19Z LORETTA PIERCE 9060 IRVINE CENTER DRIVE IRVINE CA 92618 3731332 0 X N/A X 1986 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 17 5903 0 3879445 3534829 42689 36670 111078 159833 0 0 4033212 3731332 0 0 0 0 0 0 0 0 0 3801770 3664356 3801770 3664356 231442 66976 3769852 4011608 2931505 3106285 838347 905323 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 3510754 190600 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. 3510754 0 0 0 1 0 0 0 1 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 6 0 0 1 1 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 POWERSTONE PROPERTY MANAGEMENT 9497163998 9060 IRVINE CENTER DRIVE IRVINE CA 92618 X LORETTA PIERCE PRESIDENT 5.00 X X 0 0 0 CHUCK JOHNSTON VICE PRESIDENT 5.00 X X 0 0 0 TOM SZWAJKOS SECRETARY 5.00 X X 0 0 0 MINDY FIELD TREASURER 5.00 X X 0 0 0 KEVIN HENDRA MEMBER-AT-LARGE 5.00 X 0 0 0 0 0 0 0 0 0 0 SOUTHERN CALIFORNIA COATINGS INC 9815 CARMENITA RD C WHITTIER CA 90605 PAINTING SERVICES 1658852 VILLA PARK SERVICES INC 739 W KATELLA AVE B ORANGE CA 92867 LANDSCAPING 1007112 PARK WEST TREE CARE INC 22421 GILBERTO RANCHO SANTA MARGARITA CA 92688 TREE CARE 318024 OPTIMUM PROFESSIONAL PROPERTY MANAGEMENT 230 COMMERCE STE 250 IRVINE CA 92602 PROPERTY MANAGEMENT 256334 MOULTON NIGUEL WATER DISTRICT PO BOX 30204 LAGUNA NIGUEL CA 92607 WATER UTILITY 207474 5 3534829 3534829 OTHER PROGRAM SERVICE 531390 22537 22537 CLUBHOUSE GROSS RENTAL 532000 8230 8230 4TH OF JULY CARNIVAL 713990 5473 5473 NEWSLETTER - ADVERTISI 541800 430 430 36670 159833 159833 3731332 190600 5903 0 X 131800 131800 71508 71508 7100 7100 42788 42788 53691 53691 LANDSCAPE SERVICES 1320575 1320575 FENCING, WALLS & RAILIN 578816 578816 PAINTING 354147 354147 POOL/SPA/WATER FEATURES 248782 248782 855149 840447 14702 3664356 3510754 153602 0 1230213 1224450 2475059 2650000 32477 73069 32103 64089 3769852 4011608 301106 210273 2593271 2859845 29535 31785 7593 4382 2931505 3106285 X 826147 905323 0 0 12200 0 838347 905323 3769852 4011608 66976 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 29535 3750 1500 31785 1 X 0 CA STATE INCOME TAXES PAYABLE 4382 4382 3731332 0 3731332 0 3731332 3664356 0 3664356 0 3664356 PART IV, LINE 2B: IMPROVEMENTS AND ALTERATIONS WHICH ALTER THE EXTERIOR APPEARANCE OF A RESIDENCE MUST FIRST BE APPROVED BY THE ASSOCIATION'S ARCHITECTURAL REVIEW COMMITTEE. A REFUNDABLE LANDSCAPE DEPOSIT MAY BE ASSESSED IN SUCH CIRCUMSTANCES, AND IS LATER REFUNDED SUBJECT TO AN ARCHITERUAL REVIEW AND UPON APPROVAL BY THE ARCHITECTURAL COMMITTEE. THE ASSOCIATION ALSO COLLECTS REFUNDABLE DEPOSITS FROM RESIDENTS WHO WISH TO MAKE RESERVATIONS TO USE THE COMMUNITY'S CLUBHOUSE. 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 SECURITY/PATROL SERVICES: PROGRAM SERVICE EXPENSES 178,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,886. WATER: PROGRAM SERVICE EXPENSES 105,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,737. ELECTRICITY: PROGRAM SERVICE EXPENSES 88,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,176. GENERAL MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 81,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,257. CLUBHOUSE: PROGRAM SERVICE EXPENSES 75,848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,848. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 64,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,035. GAS: PROGRAM SERVICE EXPENSES 53,013. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,013. COMMUNITY ACTIVITIES: PROGRAM SERVICE EXPENSES 43,596. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,596. PEST CONTROL: PROGRAM SERVICE EXPENSES 41,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,565. OUTSIDE STAFF: PROGRAM SERVICE EXPENSES 37,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,063. MAILBOXES/SIGNS: PROGRAM SERVICE EXPENSES 17,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,311. INTERNET: PROGRAM SERVICE EXPENSES 14,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,905. GENERAL AND ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,702. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,702. INCOME TAXES: PROGRAM SERVICE EXPENSES 13,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,933. PAVED SURFACES: PROGRAM SERVICE EXPENSES 11,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,185. LIGHTING: PROGRAM SERVICE EXPENSES 7,749. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,749. REFUSE: PROGRAM SERVICE EXPENSES 3,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,083. ACCESS GATES: PROGRAM SERVICE EXPENSES 2,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,876. NEWSLETTER: PROGRAM SERVICE EXPENSES 229. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 229. 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.