Aliso Viejo Community Association
- Assets
- $20.6m
- Revenue
- $8.7m
- Investments
- $0.0
- Employees
- 0
- Location
- Aliso Viejo, CA
- Founding
- 02/1983
- Data as of
- 12/2020
- EIN
- 95-3723325
Organization Overview
Aliso Viejo Community Association is located in Aliso Viejo, CA. The organization was established in 1983. According to its NTEE Classification (L50) the organization is classified as: Homeowners & Tenants Associations, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Aliso Viejo Community Association is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2020, Aliso Viejo Community Association generated $8.7m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.1%) each year. All expenses for the organization totaled $10.1m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE ALISO VIEJO COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN THE CITY OF ALISO VIEJO, 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.
THE ASSOCIATION PUBLISHES A QUARTERLY NEWSLETTER TO PROVIDE MEMBERS WITH ANNOUNCEMENTS OF COMMUNITY EVENTS AND OTHER ASSOCIATION ACTIVITIES.
THE ASSOCIATION PROVIDES CERTAIN COMMUNITY EVENTS, SPORTS EVENTS AND RECREATION ACTIVITIES THROUGHOUT THE YEAR, SUCH AS 4TH OF JULY CELEBRATION, SANTA'S ARRIVAL AND LIGHTING CEREMONY, THE EASTER EGG HUNT AND VARIOUS CONCERTS.
THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN THE CITY OF ALISO VIEJO, 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.
THE ASSOCIATION PUBLISHES A QUARTERLY NEWSLETTER TO PROVIDE MEMBERS WITH ANNOUNCEMENTS OF COMMUNITY EVENTS AND OTHER ASSOCIATION ACTIVITIES.
THE ASSOCIATION PROVIDES CERTAIN COMMUNITY EVENTS, SPORTS EVENTS AND RECREATION ACTIVITIES THROUGHOUT THE YEAR, SUCH AS 4TH OF JULY CELEBRATION, SANTA'S ARRIVAL AND LIGHTING CEREMONY, THE EASTER EGG HUNT AND VARIOUS CONCERTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason Stein President | OfficerTrustee | 5 | $0 |
Michael Avramidis Vice President | OfficerTrustee | 5 | $0 |
William Conley Secretary | OfficerTrustee | 5 | $0 |
James Martin Assistant Treasurer/secret | OfficerTrustee | 5 | $0 |
Lisa Naegele Treasurer | OfficerTrustee | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Mission Landscape Companies Landscape Maintenance | 12/30/20 | $3,070,433 |
O'connell Landscape Maint Inc Landscape Maintenance | 12/30/20 | $3,695,408 |
Powerstone Property Management Inc Management Service | 12/30/20 | $923,081 |
Moulton Niguel Water Water | 12/30/20 | $557,161 |
Marsh & Mclennan Agency Llc Consulting Service | 12/30/20 | $234,857 |
O'connell Landscape Maint Inc Landscape Maintenance | 12/30/20 | $3,695,408 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $8,187,537 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,187,537 |
| Total Program Service Revenue | $218,843 |
| Investment income | $277,424 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $8,715,124 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $337,400 |
| Fees for services: Legal | $126,462 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $214,177 |
| All other expenses | $871,757 |
| Total functional expenses | $10,116,514 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,929,612 |
| Savings and temporary cash investments | $16,234,208 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $207,493 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $220,356 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $11,965 |
| Total assets | $20,603,634 |
| Accounts payable and accrued expenses | $397,325 |
| Grants payable | $0 |
| Deferred revenue | $12,268,862 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $12,666,187 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $6,492,713 |
| Paid-in or capital surplus, or land, building, or equipment fund | $295,418 |
| Retained earnings, endowment, accumulated income, or other funds | $1,149,316 |
| Total liabilities and net assets/fund balances | $20,603,634 |
Peer Organizations
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|---|---|---|
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Tahoe Donner Association Truckee, CA | $81,182,844 | $26,878,430 |
Rancho Santa Fe Association Rancho Santa Fe, CA | $72,139,334 | $26,068,938 |
Lancer Educational Housingcorporation Riverside, CA | $200,461,258 | $16,650,652 |
Rancho Mission Viejo Master Maintenance Corporation Irvine, CA | $7,819,802 | $13,243,301 |
Talega Maintenance Corporation Irvine, CA | $18,261,600 | $10,092,285 |
Sunriver Owners Association Sunriver, OR | $34,928,405 | $11,186,087 |
Aliso Viejo Community Association Aliso Viejo, CA | $20,603,634 | $8,715,124 |
Sun City Roseville Community Association Inc Roseville, CA | $48,765,899 | $12,073,404 |
Mililani Town Association Mililani, HI | $29,321,286 | $8,505,958 |
Summerlin South Community Association Las Vegas, NV | $6,398,781 | $8,171,493 |
Bear Valley Springs Association Tehachapi, CA | $8,163,399 | $7,448,975 |