Civic Intelligence

Simonton Lake Area Homeowners Association Inc

EIN 26-2923842 • 501(c)4 • Elkhart, IN

990-N Coverage

Profile

Our mission is to foster the safety and quality of life in our neighborhood. We strive to protect the value of our homes, the wildlife and the environment surrounding our lake, support local and state law enforcement for the safety of our families and lake visitors, and encourage active involvement in the northern elkhart, indiana area growth and development. Committees focus on communication, safety the environment and membership.

PO Box 1706Elkhart, IN 46514

simontonlakehoa.com

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$177,517

Up $19,333 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$177,517

Up $19,333 (+12%) from 2023

Revenue

Up

$46,125

Up $6,828 (+17%) from 2023

Expenses

Up

$26,791

Up $2,217 (+9.0%) from 2023

Net Income

Up

$19,334

Up $4,611 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $226,881Net Assets 2018: $226,8812018Assets 2019: $98,798Net Assets 2019: $98,7982019Assets 2020: $139,754Net Assets 2020: $139,7542020Assets 2021: $139,508Net Assets 2021: $139,5082021Assets 2022: $143,461Net Assets 2022: $143,4612022Assets 2023: $158,184Net Assets 2023: $158,1842023Assets 2024: $177,517Net Assets 2024: $177,5172024

Highlighted filing

2024

Assets$177,517
Liabilities-
Net Assets$177,517

Operations Trend

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

$400K$200K$0-$200KRevenue 2018: $56,410Expenses 2018: $120,243Net Income 2018: -$63,8332018Revenue 2019: $199,785Expenses 2019: $327,868Net Income 2019: -$128,0832019Revenue 2020: $99,514Expenses 2020: $58,558Net Income 2020: $40,9562020Revenue 2021: $26,721Expenses 2021: $26,967Net Income 2021: -$2462021Revenue 2022: $31,392Expenses 2022: $27,439Net Income 2022: $3,9532022Revenue 2023: $39,297Expenses 2023: $24,574Net Income 2023: $14,7232023Revenue 2024: $46,125Expenses 2024: $26,791Net Income 2024: $19,3342024

Highlighted filing

2024

Revenue$46,125
Expenses$26,791
Net Income$19,334

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.0
Gross Receipts
$46,125
Mission and Program Overview

Mission

Our mission is to foster the safety and quality of life in our neighborhood. We strive to protect the value of our homes, the wildlife and the environment surrounding our lake, support local and state law enforcement for the safety of our families and lake visitors, and encourage active involvement in the northern elkhart, indiana area growth and development. Committees focus on communication, safety the environment and membership.

Program Services

DescriptionGrantsExpenses
PROVIDED & PLACED LAKE BUOYS AROUND THE LAKE TO EASE BOAT NAVIGATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG REESEPresident-$0--
JACK TUCKERVice Preside-$0--
SUSAN BRODERICKTreasurer-$0--
TIM LIESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Simonton Lake Area Homeowners
EIN
26-2923842
Address
PO BOX 1706, ELKHART, IN 46514

Signing Officer

Name
Susan Broderick
Title
Treasurer
Signed
2025-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Phillips & Company
Address
219 S 3RD ST, ELKHART, IN 46516
Preparer
Daniel L Phillips CPA
Phone
5742944685
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Membership dues 30,387 newsletter advertising 9,719 other 330 total 40,436

Form 990-ez, Part I, Line 16

Expenses insurance 985 total 985

Form 990-ez, Part III

Our mission is to foster the safety and quality of life in our neighborhood. We strive to protect the value of our homes, the wildlife and the environment surrounding our lake, support local and state law enforcement for the safety of our families and lake visitors, and encourage active involvement in the northern elkhart, indiana area growth and development. Committees focus on communication, safety the environment and membership.

Raw XML Appendix99 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKHART
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158183
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177517
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0985
IRS990EZ/OtherRevenueTotalAmt040436
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IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO FOSTER THE SAFETY AND QUALITY OF LIFE IN OUR NEIGHBORHOOD. WE STRIVE TO PROTECT THE VALUE OF OUR HOMES, THE WILDLIFE AND THE ENVIRONMENT SURROUNDING OUR LAKE, SUPPORT LOCAL AND STATE LAW ENFORCEMENT FOR THE SAFETY OF OUR FAMILIES AND LAKE VISITORS, AND ENCOURAGE ACTIVE INVOLVEMENT IN THE NORTHERN ELKHART, INDIANA AREA GROWTH AND DEVELOPMENT. COMMITTEES FOCUS ON COMMUNICATION, SAFETY THE ENVIRONMENT AND MEMBERSHIP.
IRS990EZ/PrintingPublicationsPostageAmt06542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED & PLACED LAKE BUOYS AROUND THE LAKE TO EASE BOAT NAVIGATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026791
IRS990EZ/TotalRevenueAmt046125
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SIMONTONLAKEHOA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP DUES 30,387 NEWSLETTER ADVERTISING 9,719 OTHER 330 TOTAL 40,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 985 TOTAL 985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MISSION IS TO FOSTER THE SAFETY AND QUALITY OF LIFE IN OUR NEIGHBORHOOD. WE STRIVE TO PROTECT THE VALUE OF OUR HOMES, THE WILDLIFE AND THE ENVIRONMENT SURROUNDING OUR LAKE, SUPPORT LOCAL AND STATE LAW ENFORCEMENT FOR THE SAFETY OF OUR FAMILIES AND LAKE VISITORS, AND ENCOURAGE ACTIVE INVOLVEMENT IN THE NORTHERN ELKHART, INDIANA AREA GROWTH AND DEVELOPMENT. COMMITTEES FOCUS ON COMMUNICATION, SAFETY THE ENVIRONMENT AND MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0262923842
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ReturnHeader/PreparerPersonGrp/PhoneNum05742944685
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L PHILLIPS CPA
ReturnHeader/ReturnTs02025-04-15T22:06:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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