Mission
TO PROVIDE THE MAINTENANCE, PRESERVATION AND ARCHITECTURAL CONTROL OF THE LOTS AND COMMON AREAS OF THE ASSOCIATION, AND TO PROMOTE THE HEALTH, SAFETY AND WELFARE OF ITS RESIDENTS.
Public Charity
LAKE FOREST II MASTER HOA
LAKE FOREST II MASTER HOA is a Public Charity headquartered in LAKE FOREST, CA. Financial data from the 2024 filing: $5.7M revenue, $5.3M expenses, $11.7M total assets.
EIN: 952921294
LAKE FOREST, CA
Latest filing: 2024
Total Revenue$5.7M
Total Expenses$5.3M
Total Assets$11.7M
Grant Records0
Filing Years2020–2024
Where $100 goes at Lake Forest II Master Hoa
How Lake Forest II Master Hoa divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$88
Programs
the work itself
$12
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $88 for programs
$88
Lake Forest ii master homeowners association (established in 1970) is a private planned community of 3,436 homes located in the city of Lake Forest, california
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
VICE PRESIDE
Fildelma Roberts
PRESIDENT
James Richert
DIRECTOR
Jeff Werkmeister
DIRECTOR
Jolene Fuentes
DIRECTOR
Kristin Houston
DIRECTOR
Paul Coulter
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $5.7M | $5.3M | $11.7M |
| 2023 | $6.4M | $6.2M | $10.7M |
| 2022 | $4.7M | $4.7M | $11.1M |
| 2021 | $7.4M | $7.3M | $10.7M |
| 2020 | $4.1M | $3.7M | $13.2M |
Between 2020 and 2024, reported annual revenue grew from $4.1M to $5.7M (+42%), with total assets most recently reported at $11.7M.
Interactive year-over-year charts and full filing details available with membership.