2017-03-07T10:00:04-06:00 2016-04-30 330382278 INOUYE SHIVELY & KLATT CPA'S LLP 23041 AVE DE LA CARLOTA STE 310 LAGUNA HILLS CA 926531531 990 2015-05-01 330668635 WAGON WHEEL CANYON COMMUNITY ASSOCIATION WAGO 9494500202 C/O ACTION-2603 MAIN STREET NO 500 IRVINE CA 92614 JOSHUA STOFLE SECRETARY 9494500202 2017-02-21 1 DOUGLAS E SHIVELY CPA P00012603 9495866640 2017-02-21 2015 2021-01-29 14:40:06Z JASON DEMOND C/O ACTION-2603 MAIN STREET NO 500 IRVINE CA 92614 442285 0 X N/A X 1995 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 3 0 0 419046 419064 10124 21686 647 1535 0 0 429817 442285 0 0 0 0 0 0 0 0 0 366054 378545 366054 378545 63763 63740 510365 565736 46687 38318 463678 527418 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 310371 23221 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. 310371 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 6 0 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 ACTION MGMT 9494500202 2603 MAIN STREET 500 IRVINE CA 92614 X JASON DEMOND PRESIDENT 5.00 X X 0 0 0 KIRSTIE NYSTEDT VICE PRESIDENT 5.00 X X 0 0 0 ROSALYN WHELAN TREASURER 5.00 X X 0 0 0 JOSHUA STOFLE SECRETARY 5.00 X X 0 0 0 0 0 0 0 0 0 0 O'CONNELL LANDSCAPE MAINT 23091 ARROYO VISTA RANCHO SANTA MARG CA 92688 LANDSCAPE SERVICE 139660 1 419064 419064 21686 21686 21686 1535 1535 442285 23221 0 0 X LANDSCAPE SERVICES 141377 141377 WATER 62957 62957 MANAGEMENT FEES 49452 49452 OFFICE SUPPLIES/PRINTIN 24027 24027 100732 82010 18722 378545 310371 68174 0 374568 153904 125000 400000 6813 8767 3984 3065 510365 565736 20235 10677 26442 27631 10 10 46687 38318 X -15632 -5193 0 0 479310 532611 463678 527418 510365 565736 63740 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 INCOME TAXES PAYABLE 10 10 442285 0 442285 0 442285 378545 0 378545 0 378545 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 THEM 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 11 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 GENERAL AND ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,722. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,722. MAILBOXES/SIGNS/MONUMENTS: PROGRAM SERVICE EXPENSES 17,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,163. LEGAL AND COLLECTION: PROGRAM SERVICE EXPENSES 14,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,097. INSURANCE: PROGRAM SERVICE EXPENSES 8,999. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,999. GENERAL MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 8,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,807. PAINTING: PROGRAM SERVICE EXPENSES 6,969. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,969. PEST CONTROL: PROGRAM SERVICE EXPENSES 6,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,925. SECURITY/PATROL SERVICES: PROGRAM SERVICE EXPENSES 6,387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,387. ELECTRICITY : PROGRAM SERVICE EXPENSES 5,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,190. PARKS/TOT LOT: PROGRAM SERVICE EXPENSES 4,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,263. TELEPHONE: PROGRAM SERVICE EXPENSES 2,305. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,305. AUDIT AND TAX PREPARATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. RESERVE STUDY: PROGRAM SERVICE EXPENSES 895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 895. INCOME TAXES: PROGRAM SERVICE EXPENSES 10. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10. 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.