Civic Intelligence

Santa Margarita Water District Empl

EIN 20-2282081 • 501(c)5 • Rancho Santa Margarita, CA

Profile

Employee association for water district

2611 Antonio ParkwayRancho Santa Margarita, CA 92688

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-6.2%

Faster asset growth than 31% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-8.1%

Faster revenue growth than 28% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$78,190

Down $5,174 (-6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$78,190

Down $5,174 (-6.2%) from 2020

Operations
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$26,751

Down $2,346 (-8.1%) from 2020

Expenses

Up

$31,926

Up $8,898 (+39%) from 2020

Net Income

Down

-$5,175

Down $11,244 (-185%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $85,959Net Assets 2011: $85,9592011Assets 2012: $87,927Liabilities 2012: $0Net Assets 2012: $87,9272012Assets 2013: $89,591Liabilities 2013: $0Net Assets 2013: $89,5912013Assets 2014: $96,386Liabilities 2014: $0Net Assets 2014: $96,3862014Assets 2015: $94,802Liabilities 2015: $0Net Assets 2015: $94,8022015Assets 2016: $90,036Liabilities 2016: $0Net Assets 2016: $90,0362016Assets 2017: $82,875Liabilities 2017: $0Net Assets 2017: $82,8752017Assets 2018: $78,216Liabilities 2018: $0Net Assets 2018: $78,2162018Assets 2019: $77,295Liabilities 2019: $0Net Assets 2019: $77,2952019Assets 2020: $83,364Liabilities 2020: $0Net Assets 2020: $83,3642020Assets 2021: $78,190Liabilities 2021: $0Net Assets 2021: $78,1902021

Highlighted filing

2021

Assets$78,190
Liabilities$0
Net Assets$78,190
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $18,110Expenses 2011: $15,388Net Income 2011: $2,7222011Revenue 2012: $17,937Expenses 2012: $15,969Net Income 2012: $1,9682012Revenue 2013: $16,804Expenses 2013: $15,140Net Income 2013: $1,6642013Revenue 2014: $17,317Expenses 2014: $10,522Net Income 2014: $6,7952014Revenue 2015: $20,537Expenses 2015: $22,121Net Income 2015: -$1,5842015Revenue 2016: $25,183Expenses 2016: $29,893Net Income 2016: -$4,7102016Revenue 2017: $27,863Expenses 2017: $35,024Net Income 2017: -$7,1612017Revenue 2018: $27,098Expenses 2018: $31,757Net Income 2018: -$4,6592018Revenue 2019: $25,430Expenses 2019: $26,351Net Income 2019: -$9212019Revenue 2020: $29,097Expenses 2020: $23,028Net Income 2020: $6,0692020Revenue 2021: $26,751Expenses 2021: $31,926Net Income 2021: -$5,1752021

Highlighted filing

2021

Revenue$26,751
Expenses$31,926
Net Income-$5,175
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$78,190
Liabilities
$0
Net assets
$78,190
Revenue
$26,751
Expenses
$31,926
Net income
-$5,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.2$0.00$78.2$26.8$31.9$5.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.4$0.00$83.4$29.1$23.0$6.07
2019Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$25.4$26.4$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.2$0.00$78.2$27.1$31.8$4.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$0.00$82.9$27.9$35.0$7.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.0$0.00$90.0$25.2$29.9$4.71
2015Detailed filing. Detailed filing data is available for this year.$94.8$0.00$94.8$20.5$22.1$1.58
2014Detailed filing. Detailed filing data is available for this year.$96.4$0.00$96.4$17.3$10.5$6.80
2013Detailed filing. Detailed filing data is available for this year.$89.6$0.00$89.6$16.8$15.1$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.9$0.00$87.9$17.9$16.0$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.0$86.0$18.1$15.4$2.72
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Gross Receipts
$25,430
Mission and Program Overview

Mission

Employee association for water district

Program Services

DescriptionGrantsExpenses
EMPLOYEE ASSOCIATION FOR WATER DISTRICT--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY GAETANOPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Santa Margarita Water District Empl
EIN
20-2282081
Address
2611 ANTONIO PARKWAY, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Tony Gaetano
Title
President
Phone
9492018502
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Numbers Figured
Address
29122 ALFIERI STREET, Laguna Niguel, CA 92677
Preparer
Smita Patel CPA
Phone
9492018502
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK CHARGES 34FRANCHISE TAX 50”

Raw XML Appendix97 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt024304
IRS990EZ/BooksInCareOfDetail/PersonNm0TONY GAETANO
IRS990EZ/BooksInCareOfDetail/PhoneNum09494596544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02611 ANTONIO PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA MARGARITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078216
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-921
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01963
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078216
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077295
IRS990EZ/GrossReceiptsAmt025430
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025395
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY GAETANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt084
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EMPLOYEE ASSOCIATION FOR WATER DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMPLOYEE ASSOCIATION FOR WATER DISTRICT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026351
IRS990EZ/TotalRevenueAmt025430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK CHARGES 34FRANCHISE TAX 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tony Gaetano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492018502
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARGARITA WATER DISTRICT EMPL
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0202282081
ReturnHeader/Filer/USAddress/AddressLine1Txt02611 ANTONIO PARKWAY
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA MARGARITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08E00DA7DFF2826C682DF53479224B97DCCA18F26
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E00DA7DFF2826C682DF53479224B97DCCA18F26
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03007472020297yxo5z4k
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.4.150
ReturnHeader/FilingSecurityInformation/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTm018:36:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200451332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUMBERS FIGURED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029122 ALFIERI STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Niguel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09492018502
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SMITA PATEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-23T18:35:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits