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Shadowridge Owners Associations

Not tax-deductible

Foothill Ranch, CA501(c)(4)Since 1981EIN 95-3655340Revenue $1.8M in FY2025

On file with the IRS27051 Towne Centre Drive, 92610-2819 · Foothill Ranch, CATax-exempt since Jul 1992

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Enhancement of Community Values

99¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $14K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$432K
125% of total assets
Concern: liabilities are 125% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
-1% vs prior year
Spent
$1.8M
To programs
99%
Net assets
−$87K
By yearFY2020–FY2025
Revenue
$1.8M
FY2025▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.4M
FY2023$1.6M
FY2024$1.8M
FY2025$1.8M
Expenses
$1.8M
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.5M
FY2023$1.5M
FY2024$1.7M
FY2025$1.8M
Net assets
−$87K
FY2025▼ -27%
Tap a bar for its year
Net assets by fiscal year
FY2020−$52K
FY2021−$222K
FY2022−$274K
FY2023−$180K
FY2024−$68K
FY2025−$87K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $1.8M Management & general 1% · $23K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Teene Miller
President
$0Pt VII · Sec A
Ed Matheus
Vice-President
$0Pt VII · Sec A
Jeff Dubin
Treasurer
$0Pt VII · Sec A
Vaness Bulcao
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Shadowridge Owners Associations executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes community values through engagement and shared experiences.

Questions for Shadowridge Owners Associations

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Provided by the organization

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1 program · $1.8M · in their own filed words · FY2025
01

The Assn. is a master planned community of about 3000 residential units It achieved the goals of maintaining & preserving the communitys common areas and standards for health, welfare, benefit & safety of its residents via vlunteer committees and forums.

$1.8Mprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$2K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.8M
Managementcol C$23K
Owns and owesPt X
−$87K
net assets · Ln 32
Cash and savingsLn 1–2$312K
Total assetsLn 16$345K
LiabilitiesLn 26$432K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$2K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$88K
SavingsLn 2$224K
Cash and savings togetherLn 1–2$312K
Total assetsLn 16$345K
LiabilitiesLn 26$432K
Net assetsLn 32−$87K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$332K$312K
Total assetsLn 16$364K$345K
LiabilitiesLn 26$432K$432K
Net assetsLn 32−$68K−$87K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$238K$226K$12K$0
Legal feesLn 11b$37K$37K$0$0
Accounting feesLn 11c$1K$1K$374$0
InsuranceLn 23$33K$32K$994$0
All other expensesLn 24e$1.5M$1.5M$10K$0
Total functional expensesLn 25$1.8M$1.8M$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.8M$1.8M−$18K−$87K 990 PDF
FY2024 $1.8M$1.7M$112K−$68K 990 PDF
FY2023 $1.6M$1.5M$93K−$180K 990 PDF
FY2022 $1.4M$1.5M−$52K−$274K 990 PDF
FY2021 $1.3M$1.4M−$170K−$222K 990 PDF
FY2020 $1.3M$1.3M−$47K−$52K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,798,718 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,816,442$1,796,352
I-10 Investment incomePrior year $8,064$2,366
I-11 Other revenue$0
I-12 Total revenuePrior year $1,824,506$1,798,718
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,712,695$1,817,207
I-18 Total expensesPrior year $1,712,695$1,817,207
I-19 Revenue less expensesPrior year $111,811−$18,489
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,798,718 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $24,150 · Excluded from tax $0$1,796,352
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $2,366$2,366
VIII-12 Total revenueRelated to mission $1,772,202 · Unrelated business $24,150 · Excluded from tax $2,366$1,798,718
Part IX · Statement of functional expenses $1,817,207 across 5 lines filed
IX-11a Management feesPrograms $225,720 · Management $11,880 · Fundraising $0$237,600
IX-11b Legal feesPrograms $37,128 · Management $0 · Fundraising $0$37,128
IX-11c Accounting feesPrograms $1,121 · Management $374 · Fundraising $0$1,495
IX-23 InsurancePrograms $32,132 · Management $994 · Fundraising $0$33,126
IX-24e All other expensesPrograms $1,497,703 · Management $10,155 · Fundraising $0$1,507,858
IX-25 Total functional expensesPrograms $1,793,804 · Management $23,403 · Fundraising $0$1,817,207
Part X · Balance sheet $345,427 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $134,958$87,893
X-2 Savings and temporary cash investmentsStart of year $197,466$224,322
X-4 Accounts receivableStart of year $22,976$28,082
X-9 Prepaid expenses and deferred chargesStart of year $8,295$5,130
X-16 Total assetsStart of year $363,695$345,427
X-17 Accounts payable and accrued expensesStart of year $79,239$66,650
X-19 Deferred revenueStart of year $352,845$365,655
X-26 Total liabilitiesStart of year $432,084$432,305
X-32 Total net assets or fund balancesStart of year −$68,389−$86,878
X-33 Total liabilities and net assetsStart of year $363,695$345,427
Part XI · Reconciliation of net assets −$86,878 net assets at year end
XI-1 Total revenue$1,798,718
XI-2 Total expenses$1,817,207
XI-3 Revenue less expenses−$18,489
XI-4 Net assets at start of year−$68,389
XI-10 Net assets at end of year−$86,878

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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