Civic Intelligence

Sutter Glen Recreation Association

990EZ • Fiscal year 2023 • EIN 27-0470319

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization ProfileN/A
1932 West Orangeburg AvenueModesto, CA 95350

(209) 544-3422

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

0.99x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

1.75x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

$98,039

No earlier filing loaded for comparison.

Net Assets

$1,236

No earlier filing loaded for comparison.

Liabilities

$96,803

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin18th percentile

Revenue

$55,424

No earlier filing loaded for comparison.

Expenses

$63,127

No earlier filing loaded for comparison.

Net Income

-$7,703

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2023: $98,039Liabilities 2023: $96,803Net Assets 2023: $1,2362023Assets 2024: $102,728Liabilities 2024: $104,771Net Assets 2024: -$2,0432024

Highlighted filing

2023

Assets$98,039
Liabilities$96,803
Net Assets$1,236
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2023: $55,424Expenses 2023: $63,127Net Income 2023: -$7,7032023Revenue 2024: $57,474Expenses 2024: $63,361Net Income 2024: -$5,8872024

Highlighted filing

2023

Revenue$55,424
Expenses$63,127
Net Income-$7,703
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Gross Receipts
$55,424
Mission and Program Overview

Mission

A homeowner association providing recreational facilities for members

Program Services

DescriptionGrantsExpenses
A homeowner association providing recreational facilities for members--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
sherri lucyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sutter Glen Recreation Association
EIN
27-0470319
Address
1932 West Orangeburg Avenue, Modesto, CA 95350

Signing Officer

Name
Sherri Lucy
Title
officer/agent
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Levy Erlanger & Company LLP
Address
100 Montgomery St Ste 715, San Francisco, CA 94104
Preparer
William S Erlanger
Phone
4159819350
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Membership expenses $63127”

Other Assets.1005

“Accounts Receivable - Beginning $160 Accounts Receivable - Ending $2398”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $2997 Prepaid Expenses and Deferred Charges - Ending $3300”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2518 Accounts Payable and Accrued Expenses - Ending $4591”

Total Liabilities.1003

“Deferred Revenue - Beginning $2860 Deferred Revenue - Ending $2880”

Total Liabilities.1

“Contract liabilities - Beginning $76863 Contract liabilities - Ending $89332”

Raw XML Appendix113 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/PersonNm0the Management Alternative
IRS990EZ/BooksInCareOfDetail/PhoneNum02095443422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01932 West Orangeburg
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Modesto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053531
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7703
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091180
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098039
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt055424
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0169
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0sherri lucy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03157
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05698
IRS990EZ/OtherExpensesTotalAmt063127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A homeowner association providing recreational facilities for members
IRS990EZ/ProgramServiceRevenueAmt01724
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A homeowner association providing recreational facilities for members
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt082241
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt096803
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063127
IRS990EZ/TotalRevenueAmt055424
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership expenses $63127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Receivable - Beginning $160 Accounts Receivable - Ending $2398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses and Deferred Charges - Beginning $2997 Prepaid Expenses and Deferred Charges - Ending $3300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $2518 Accounts Payable and Accrued Expenses - Ending $4591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Deferred Revenue - Beginning $2860 Deferred Revenue - Ending $2880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contract liabilities - Beginning $76863 Contract liabilities - Ending $89332
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherri Lucy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer/agent
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sutter Glen Recreation Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co The Management Alternative
ReturnHeader/Filer/BusinessNameControlTxt0SUTT
ReturnHeader/Filer/EIN0270470319
ReturnHeader/Filer/USAddress/AddressLine1Txt01932 West Orangeburg Avenue
ReturnHeader/Filer/USAddress/CityNm0Modesto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095350
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943305207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Levy Erlanger & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Montgomery St Ste 715
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159819350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William S Erlanger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-03T05:52:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sherri
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lucy
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,039
Liabilities
$96,803
Net assets
$1,236
Revenue
$55,424
Expenses
$63,127
Net income
-$7,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$1.05$0.02$0.57$0.63$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.97$0.01$0.55$0.63$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • <$500k nonprofits