Civic Intelligence

Serene Lakes Property Owners Association

EIN 23-7208620 • 501(c)4 • Soda Springs, CA

Profile

To preserve & enhance the Serene Lakes environment

PO Box 669Soda Springs, CA 95728
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

88th percentile

37%

Higher net margin than 88% 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

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$314,133

Up $42,912 (+16%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$314,133

Up $42,912 (+16%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$100,229

Up $5,042 (+5.3%) from 2021

Expenses

Down

$63,176

Down $47,714 (-43%) from 2021

Net Income

Up

$37,053

Up $52,756 (+336%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2020: $286,924Net Assets 2020: $286,9242020Assets 2021: $271,221Net Assets 2021: $271,2212021Assets 2025: $314,133Net Assets 2025: $314,1332025

Highlighted filing

2025

Assets$314,133
Liabilities-
Net Assets$314,133
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $90,058Expenses 2020: $85,015Net Income 2020: $5,0432020Revenue 2021: $95,187Expenses 2021: $110,890Net Income 2021: -$15,7032021Revenue 2025: $100,229Expenses 2025: $63,176Net Income 2025: $37,0532025

Highlighted filing

2025

Revenue$100,229
Expenses$63,176
Net Income$37,053
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$314,133
Liabilities
-
Net assets
$314,133
Revenue
$100,229
Expenses
$63,176
Net income
$37,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$3.14$1.00$0.63$0.37
2021Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.95$1.11$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$2.87$0.90$0.85$0.05
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 13, 2021
Return Version
2020v4.0
Gross Receipts
$101,013
Mission and Program Overview

Mission

To preserve & enhance the Serene Lakes environment

Program Services

DescriptionGrantsExpenses
Association sponsors fire safe activities and wildfire reflief, and it works with local land trust for conservation.$44,845-
Association operates/maintains a lake front beach, picnic area, boat storage and volleyball court for members and families.$20,937-
Stock lake with fish for recreation.$7,566-
Association sponsors a variety of events for members, including sailboat races, 4th of July celebration, cabin tours, BBQ and annual meeting event.$170-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurel TuggeyDirector-$0--
Dawn KoepkeSecretaryPT$0--
Ernie FurtadoTreasurerPT$0--
Jonathan SorgerPresidentPT$0--
Julie EllsworthDirector-$0--
Joni RubinDirector-$0--
Sandy Holbrook JamesVice President-$0--
Tim KusticDirector-$0--
Roger DrosdDirector-$0--
Filing and Contact Details

Filer

Filer Name
Serene Lakes Property Owners Association
EIN
23-7208620
Phone
9258764433
Address
PO Box 669, Soda Springs, CA 95728

Signing Officer

Name
Ernie Furtado
Title
Treasurer
Phone
9258764433
Signed
2021-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Adrian Thompson CPA
Address
12297 Schussing Way, Truckee, CA 96161
Preparer
Adrian Thompson
Phone
5302777889
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Newsletter Ads $745”

Other Expenses.1009

“Depreciation $9577”

Other Expenses.1012

“Insurance $12174”

Other Expenses.1

“Fire Safe Chipping $37275”

Other Expenses.2

“Lake Stocking $7566”

Other Expenses.3

“Admin. Exp. and Bank Fees $5076”

Other Expenses.4

“SLCWD Docks and Boat Racks $3374”

Other Expenses.5

“Fire Safe Signs and Brochures $1789”

Other Expenses.6

“Event Expenses $951”

Other Assets.1002

“Furniture and Fixtures - Beginning $9350 Furniture and Fixtures - Ending $7393”

Raw XML Appendix168 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/BooksInCareOfDetail/PersonNm0Megan Elizabeth Good
IRS990EZ/BooksInCareOfDetail/PhoneNum05304263152
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05161 Soda Springs Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Soda Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0202192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0196066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt05826
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15703
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07098
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0286924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0271221
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01193
IRS990EZ/GrossReceiptsAmt0101013
IRS990EZ/GrossSalesOfInventoryAmt07019
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt075382
IRS990EZ/LandAndBuildingsGrp/EOYAmt067762
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt093238
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286924
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0271221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0286924
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0271221
IRS990EZ/OccupancyRentUtltsAndMaintAmt020589
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laurel Tuggey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dawn Koepke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ernie Furtado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jonathan Sorger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Ellsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joni Rubin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sandy Holbrook James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tim Kustic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Roger Drosd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09350
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07393
IRS990EZ/OtherExpensesTotalAmt077782
IRS990EZ/OtherRevenueTotalAmt0745
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To preserve & enhance the Serene Lakes environment
IRS990EZ/PrintingPublicationsPostageAmt0421
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Association operates/maintains a lake front beach, picnic area, boat storage and volleyball court for members and families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Association sponsors a variety of events for members, including sailboat races, 4th of July celebration, cabin tours, BBQ and annual meeting event.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Association sponsors fire safe activities and wildfire reflief, and it works with local land trust for conservation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Stock lake with fish for recreation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020937
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1170
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt244845
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt37566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0110890
IRS990EZ/TotalProgramServiceExpensesAmt073518
IRS990EZ/TotalRevenueAmt095187
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.slpoa.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Newsletter Ads $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $9577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $12174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fire Safe Chipping $37275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Lake Stocking $7566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin. Exp. and Bank Fees $5076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SLCWD Docks and Boat Racks $3374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fire Safe Signs and Brochures $1789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Event Expenses $951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $9350 Furniture and Fixtures - Ending $7393
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ernie Furtado
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09258764433
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Serene Lakes Property Owners Association
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0237208620
ReturnHeader/Filer/PhoneNum09258764433
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 669
ReturnHeader/Filer/USAddress/CityNm0Soda Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095728
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208265974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adrian Thompson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012297 Schussing Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Truckee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096161
ReturnHeader/PreparerPersonGrp/PhoneNum05302777889
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adrian Thompson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-14T12:05:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ernie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Furtado
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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