Civic Intelligence

The Associates Group Windward Village

EIN 32-0034735 • 501(c)3 • San Clemente, CA

Profile

Assistance to moderate income individuals and families in acquiring affordable homes.

1221 Puerta Del Sol Ste 100San Clemente, CA 92673

n/A

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$73,229

Flat from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$73,229

Flat from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2021

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$40M$20M$0-$20MAssets 2010: $38,468,811Liabilities 2010: $39,186,293Net Assets 2010: -$717,4822010Assets 2011: $38,379,217Liabilities 2011: $39,364,281Net Assets 2011: -$985,0642011Assets 2012: $36,903,295Liabilities 2012: $39,430,703Net Assets 2012: -$2,527,4082012Assets 2013: $33,643,993Liabilities 2013: $37,549,336Net Assets 2013: -$3,905,3432013Assets 2015: $27,510,868Liabilities 2015: $34,036,285Net Assets 2015: -$6,525,4172015Assets 2016: $24,990,308Liabilities 2016: $30,768,351Net Assets 2016: -$5,778,0432016Assets 2018: $17,705,352Liabilities 2018: $22,759,053Net Assets 2018: -$5,053,7012018Assets 2019: $14,417,179Liabilities 2019: $18,430,322Net Assets 2019: -$4,013,1432019Assets 2020: $488,377Liabilities 2020: $415,148Net Assets 2020: $73,2292020Assets 2021: $73,229Net Assets 2021: $73,2292021Assets 2022: $73,229Net Assets 2022: $73,2292022

Highlighted filing

2022

Assets$73,229
Liabilities-
Net Assets$73,229
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,862,1792010Expenses 2011: $3,957,2012011Expenses 2012: $4,712,2472012Revenue 2013: $2,770,099Expenses 2013: $4,148,034Net Income 2013: -$1,377,9352013Revenue 2015: $2,742,144Expenses 2015: $3,999,704Net Income 2015: -$1,257,5602015Revenue 2016: $3,127,970Expenses 2016: $2,380,596Net Income 2016: $747,3742016Revenue 2018: $2,845,347Expenses 2018: $2,218,187Net Income 2018: $627,1602018Revenue 2019: $2,892,551Expenses 2019: $1,955,243Net Income 2019: $937,3082019Revenue 2020: $6,711,498Expenses 2020: $2,625,126Net Income 2020: $4,086,3722020Revenue 2021: $02021Revenue 2022: $02022

Highlighted filing

2022

Revenue$0
Expenses-
Net Income-
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,229
Liabilities
-
Net assets
$73,229
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.42$0.07$6.71$2.63$4.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$18.4$4.01$2.89$1.96$0.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$22.8$5.05$2.85$2.22$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$30.8$5.78$3.13$2.38$0.75
2015Detailed filing. Detailed filing data is available for this year.$27.5$34.0$6.53$2.74$4.00$1.26
2013Detailed filing. Detailed filing data is available for this year.$33.6$37.5$3.91$2.77$4.15$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$39.4$2.53$4.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$39.4$0.99$3.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$39.2$0.72$3.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 20, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

Assistance to moderate income individuals and families in acquiring affordable homes.

Assistance to moderate income individuals and familys in acquiring affordable homes

Program Services

DescriptionGrantsExpenses
OPERATED A MOBILE HOME PARK FOR MODERATE TO LOW INCOME INDIVIDUALS AND FAMILIES. THE GOAL IS TO TRANSFER OWNERSHIP TO INDIVIDUALS AND FAMILIES IN ORDER TO PROVIDE THE OPPORTUNITY FOR HOME OWNERSHIP. THE PARK IS KNOWN AS WINDWARD VILLAGE MOBILE HOME PARK AND THE ORGANIZATION IS ACTIVELY MARKETING MOBILE HOME SPACES TO INDIVIDUALS AND FAMILIES IN NEED OF AFFORDABLE HOUSING.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD R GIBBSCEOFT$0--
CAROL SHEAKSSecretary-$0--
MARILYN DAVIDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Associates Group Windward Village
EIN
32-0034735
Phone
9494923350
Address
1221 PUERTA DEL SOL STE 100, SAN CLEMENTE, CA 92673

Signing Officer

Name
Gerald R Gibbs
Title
CEO
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Skelton Accountancy Corp
Address
940 Calle Negocio Ste 120, San Clemente, CA 92673
Preparer
Leonard W Skelton III
Phone
9494921125
Supplemental Narrative

Additional Explanations

Other Assets.1003

“Machinery and Equipment - Beginning $36 Machinery and Equipment - Ending $36”

Other Assets.1009

“Notes and Loans Receivable - Beginning $73193 Notes and Loans Receivable - Ending $73193”

Raw XML Appendix139 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/PersonNm0GERALD R GIBBS
IRS990EZ/BooksInCareOfDetail/PhoneNum09494923350
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01221 PUERTA DEL SOL STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073229
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD R GIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL SHEAKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARILYN DAVID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt073229
IRS990EZ/OtherAssetsTotalDetail/EOYAmt073229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO MODERATE INCOME INDIVIDUALS AND FAMILYS IN ACQUIRING AFFORDABLE HOMES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATED A MOBILE HOME PARK FOR MODERATE TO LOW INCOME INDIVIDUALS AND FAMILIES. THE GOAL IS TO TRANSFER OWNERSHIP TO INDIVIDUALS AND FAMILIES IN ORDER TO PROVIDE THE OPPORTUNITY FOR HOME OWNERSHIP. THE PARK IS KNOWN AS WINDWARD VILLAGE MOBILE HOME PARK AND THE ORGANIZATION IS ACTIVELY MARKETING MOBILE HOME SPACES TO INDIVIDUALS AND FAMILIES IN NEED OF AFFORDABLE HOUSING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0643
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01423141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02892537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02844704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07160382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0643
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0664
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt07160382
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01423141
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02892537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02844704
IRS990ScheduleA/Total509Grp/TotalAmt07160382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01423148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02892551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02845347
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07161046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Machinery and Equipment - Beginning $36 Machinery and Equipment - Ending $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Notes and Loans Receivable - Beginning $73193 Notes and Loans Receivable - Ending $73193
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1009
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD R GIBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ASSOCIATES GROUP WINDWARD VILLAGE
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0320034735
ReturnHeader/Filer/PhoneNum09494923350
ReturnHeader/Filer/USAddress/AddressLine1Txt01221 PUERTA DEL SOL STE 100
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330073780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skelton Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0940 Calle Negocio Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09494921125
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard W Skelton III
ReturnHeader/ReturnTs02023-09-20T13:37:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIBBS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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