Civic Intelligence

Lake San Marcos Community Association

EIN 23-7114218 • 501(c)4 • San Marcos, CA

Profile

Interface with local, county and state governments and developers to protect the quality of life for the 4000 lake san marcos residents.

1030 LA Bonita Dr 342San Marcos, CA 92078

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

99th percentile

590%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$83,886

Up $71,724 (+590%) from 2024

Liabilities

Down

$7,912

Down $824 (-9.4%) from 2024

Net Assets

Up

$75,974

Up $72,548 (+2118%) from 2024

Revenue

Up

$150,413

Up $44,090 (+41%) from 2024

Expenses

Down

$80,518

Down $43,007 (-35%) from 2024

Net Income

Up

$69,895

Up $87,097 (+506%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2014: $69,291Liabilities 2014: $700Net Assets 2014: $68,5912014Assets 2015: $72,800Liabilities 2015: $644Net Assets 2015: $72,1562015Assets 2016: $79,180Net Assets 2016: $79,1802016Assets 2017: $64,524Liabilities 2017: $956Net Assets 2017: $63,5682017Assets 2018: $50,889Liabilities 2018: $639Net Assets 2018: $50,2502018Assets 2019: $34,436Net Assets 2019: $34,4362019Assets 2020: $43,003Liabilities 2020: $1,501Net Assets 2020: $41,5022020Assets 2021: $38,420Liabilities 2021: $21,080Net Assets 2021: $17,3402021Assets 2022: $15,046Liabilities 2022: $19,107Net Assets 2022: -$4,0612022Assets 2023: $25,740Liabilities 2023: $49,226Net Assets 2023: -$23,4862023Assets 2024: $12,162Liabilities 2024: $8,736Net Assets 2024: $3,4262024Assets 2025: $83,886Liabilities 2025: $7,912Net Assets 2025: $75,9742025

Highlighted filing

2025

Assets$83,886
Liabilities$7,912
Net Assets$75,974

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $148,552Expenses 2014: $120,342Net Income 2014: $28,2102014Revenue 2015: $121,690Expenses 2015: $118,125Net Income 2015: $3,5652015Revenue 2016: $109,771Expenses 2016: $102,747Net Income 2016: $7,0242016Revenue 2017: $98,501Expenses 2017: $114,113Net Income 2017: -$15,6122017Revenue 2018: $119,180Expenses 2018: $132,498Net Income 2018: -$13,3182018Revenue 2019: $129,521Expenses 2019: $145,335Net Income 2019: -$15,8142019Revenue 2020: $107,757Expenses 2020: $100,691Net Income 2020: $7,0662020Revenue 2021: $92,675Expenses 2021: $90,918Net Income 2021: $1,7572021Revenue 2022: $47,806Expenses 2022: $69,163Net Income 2022: -$21,3572022Revenue 2023: $97,885Expenses 2023: $117,545Net Income 2023: -$19,6602023Revenue 2024: $106,323Expenses 2024: $123,525Net Income 2024: -$17,2022024Revenue 2025: $150,413Expenses 2025: $80,518Net Income 2025: $69,8952025

Highlighted filing

2025

Revenue$150,413
Expenses$80,518
Net Income$69,895

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$173,085
Mission and Program Overview

Mission

Interface with local, county and state governments and developers to protect the quality of life for the 4000 lake san marcos residents.

Protect resident quality of life

Program Services

DescriptionGrantsExpenses
COMMMUNITY MONTHLY NEWSLETTER QUAIL CALL PROVIDED TO HOMEOWNERS-$20,691
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN DANIELSSecond Vice President-$0--
MIKE ORLANDOSecretarytreasurer-$0--
MIKE PHIPPSPresident-$0--
JEREMY MEADOWSFirst Vice President-$0--
GARY RHODESWater Quality-$0--
LISA KLINGERArchitectural Control Committee CHR-$0--
TYLER DAVIDSONArchitectural Control Committee Mbr-$0--
JOHN PAQUETTEArchitectural Control Committee Mbr-$0--
TERESA MOSTELLEREventstown Hall-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Quail Call$47,844$47,844$25,926$21,918
Total Events$47,844$47,844$25,926$21,918
Filing and Contact Details

Filer

Filer Name
Lake San Marcos Community Associati
EIN
23-7114218
In Care Of
% MIKE PHIPPS
Phone
7607444306
Address
1030 LA BONITA DR 342, SAN MARCOS, CA 92078

Signing Officer

Name
Mike Phipps
Title
President
Phone
7607444306
Signed
2025-11-07
Discuss with paid preparer
No

Preparer

Firm
Coast to Coast Tax Service
Address
2434 AUTO PARK WAY STE 100, Escondido, CA 92029
Preparer
Maurice P Holzman Ea
Phone
7607391040
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountCLUB FAIR 433LEGAL SETTEMENT AWARD EXEMPT FUNC 62,695

Description of other expenses Part I line 16

Description AmountBANK FEES 10COMPUTER MAINT & REPAIR 90MERCHANT PROCESSING FEES 3,075INSURANCE 1,643OFFICE SUPPLIES 1,039PAYROLL PROCESSING FEES 276COMPUTER PROGRAMS 1,541BIRD FEEDER FOOD 43OFFICE EQUIPMENT 418CHIRSTMAS BONUS 400PERMITS 115TAXES 2,060MISC 16

Other changes in net assets or fund balances Part I line 20

Description AmountPRIOR PERIOD ADJUSTMENT 2,653

Description of other assets Part II line 24

Category Beginning of Year End of YearDEPOSITS 1,125 945FURNITURE AND FIXTURES 6,366 6,366QUAIL CALL TRADEMARK 325 325

Description of total liabilities Part II line 26

Category Beginning of Year End of YearLOUNSBERRY 1,916 1,916QUAIL CALL INVOICES 2,876 2,425PAYROLL LIABILITIES 3,944 3,571

Raw XML Appendix167 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCLUB FAIR 433LEGAL SETTEMENT AWARD EXEMPT FUNC 62,695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 10COMPUTER MAINT & REPAIR 90MERCHANT PROCESSING FEES 3,075INSURANCE 1,643OFFICE SUPPLIES 1,039PAYROLL PROCESSING FEES 276COMPUTER PROGRAMS 1,541BIRD FEEDER FOOD 43OFFICE EQUIPMENT 418CHIRSTMAS BONUS 400PERMITS 115TAXES 2,060MISC 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPRIOR PERIOD ADJUSTMENT 2,653
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE PHIPPS
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ReturnHeader/BusinessOfficerGrp/PhoneNum07607444306
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
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ReturnHeader/ReturnTs02025-11-17T10:59:58-05:00
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ReturnHeader/TaxYr02024

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