2024-01-15T10:59:59-06:00 2023-02-28 330244756 OWENS MOSKOWITZ AND ASSOCIATES INC 27792 EL LAZO LAGUNA NIGUEL CA 92677 990 2022-03-01 953452899 MORRISON RANCH ESTATES HOA C/O HOA ORGANIZERS MORR 8187783331 20847 SHERMAN WAY WINNETKA CA 91306 STEVE GETZOFF SECRETARY 8187783331 2023-12-20 STEVE GETZOFF 999009999 0 ROBERT A OWENS CPA P01414999 9498515020 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE GETZOFF 20847 SHERMAN WAY WINNETKA CA 91306 720946 0 X N/A X 1979 CA THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY, AND BY OWNING, OPERATING, AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS IN THE ENTIRE COMMUNITY ON CERTAIN REAL PROPERTY LOCATED IN AGOURA HILLS, CALIF. AMONG THE GENERAL PURPOSES IS TO PROMOTE THE COMMON GOOD, HEALTH, SAFETY, AND GENERAL WELFARE OF ALL RESIDENTS WITHIN THE COMMUNITY. THE POPULATION OF THE ASSOCIATION IS APPROXIMATELY 3,000. NO GRANTS ARE PROVIDED TO OTHERS. THE ASSOCIATION OWNS AND MAINTAINS COMMON AREA PROPERTY WHICH IS PRIMARILY SLOPES AND GREENBELTS CONTAINING SIDEWALKS AND MONUMENTS. ALL FACILITIES ARE AVAILABLE TO RESIDENTS AND THEIR GUESTS ON AN UNRESTRICTED BASIS. 5 5 0 0 0 0 662040 708840 0 0 2032 10001 8054 2105 672126 720946 0 0 0 0 0 0 0 0 0 834192 823689 834192 823689 -162066 -102743 3644484 3632925 107904 199088 3536580 3433837 SEE STATEMENT O 0 0 633465 SEE STATEMENT 2 633465 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X HOA ORGANIZERS 8187783331 20847 SHERMAN WAY PENTHOUSE WINNETKA CA 91306 X CAROL SOLOMON PRESIDENT 2.00 X 0 0 0 RICHARD SPEIGEL VICE PRESIDENT 2.00 X 0 0 0 JAN GERSTEL SECRETARY 2.00 X 0 0 0 MARK HYMAN TREASURER 2.00 X 0 0 0 MICHAEL PERLMUTTER MEMBER AT LARGE 2.00 X 0 0 0 0 0 0 0 0 0 0 VENCO WESTERN INC 2400 EASTMAN AVENUE OXNARD CA 93030 MONTHLY LANDSCAPING/SLOPES 367544 1 708840 708840 10001 10001 OTHER INCOME 531390 2105 2105 2105 720946 12106 0 0 74100 74100 44096 44096 2098 2098 7950 7950 21885 21885 LANDSCAPE MAINTENANCE 367544 367544 WATER 229546 229546 ADMINISTRATIVE 37383 37383 PEST CONTROL 12640 12640 26447 23735 2712 823689 633465 190224 0 -12826 497841 3611842 3045620 24860 86642 20608 2822 3644484 3632925 62590 53729 45314 145359 107904 199088 X 580607 342313 0 0 2955973 3091524 3536580 3433837 3644484 3632925 -102743 0 X 0 1 X 0 0 0 585395 0 585395 135551 135551 720946 0 0 0 0 0 PART XI, LINE 4B - OTHER ADJUSTMENTS: DUES DEFERRED AS CONTRACT LIABILITIES UNDER FASB 606 135,551. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION USES THE SERVICES OF HOA ORGANIZERS TO HANDLE DAY TO DAY OPERATIONS OF THE DEVELOPMENT INCLUDING COLLECTIONS, BILL PAYMENTS, HOMEOWNER ASSISTANCE, ETC. THE BOARD HAS THE ULTIMATE RESPONSIBILITY FOR AUTHORIZING PAYMENTS, SELECTING VENDORS, AND APPROVING THE BUDGET. FORM 990, PART VI, SECTION A, LINE 6 UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER BECOMES A MEMBER OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE VOTED UPON BY THE MEMBERSHIP AT AN ANNUAL MEETING WHICH REQUIRES A QUORUM OF 50% OF THE 1,226 VOTING MEMBERS. BOARD MEMBERS SERVE A 2 YEAR TERM. FORM 990, PART VI, SECTION A, LINE 7B DUES INCREASES IN EXCESS OF THE 20% ALLOWED BY THE DAVIS-STERLING ACT ARE SUBJECT TO THE APPROVAL OF THE MEMBERSHIP. SPECIAL ASSESSMENTS IN EXCESS OF 5% OF THE BUDGET ARE ALSO SUBJECT TO MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B UPON PREPARATION, THE ASSOCIATION'S BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990. AFTER REVIEWING THE RETURN, A BOARD MEMBER SIGNS AS THE ASSOCIATION OFFICER AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION RETAINS THE SERVICES OF A MANAGEMENT COMPANY TO MONITOR BOARD ACTIVITY AND DOCUMENT THE MINUTES OF THE BOARD MEETINGS. THE MANAGEMENT COMPANY PROVIDES THE MEMBERSHIP WITH CANDIDATE INFORMATION IN CONJUNCTION WITH ELECTION MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 N/A FORM 990, PART VI, SECTION C, LINE 19 UPON PURCHASE OF A HOME WITHIN THE DEVELOPMENT, EACH OWNER RECEIVES A COPY OF THE ASSOCIATION'S GOVERNING DOCUMENTS THROUGH ESCROW. COPIES OF THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.