Civic Intelligence

Lake San Marcos Mall IV Property Owners Association

EIN 33-0237322 • 501(c)7 • San Marcos, CA

Profile

Maintain common areas, recreation green belt with pool and putting green for Property Owners Association of 54 homes and community

1511 San Pablo DrSan Marcos, CA 92078
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

7.9%

Faster revenue growth than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$133,596

Down $30,020 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$133,596

Down $30,020 (-18%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Up

$133,202

Up $9,783 (+7.9%) from 2024

Expenses

Up

$163,222

Up $57,742 (+55%) from 2024

Net Income

Down

-$30,020

Down $47,959 (-267%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$150K$100K$50K$0Assets 2022: $130,681Liabilities 2022: $0Net Assets 2022: $130,6812022Assets 2023: $145,623Liabilities 2023: $0Net Assets 2023: $145,6232023Assets 2024: $163,616Liabilities 2024: $0Net Assets 2024: $163,6162024Assets 2025: $133,596Liabilities 2025: $0Net Assets 2025: $133,5962025

Highlighted filing

2025

Assets$133,596
Liabilities$0
Net Assets$133,596
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2022: $120,211Expenses 2022: $112,516Net Income 2022: $7,6952022Revenue 2023: $115,610Expenses 2023: $100,669Net Income 2023: $14,9412023Revenue 2024: $123,419Expenses 2024: $105,480Net Income 2024: $17,9392024Revenue 2025: $133,202Expenses 2025: $163,222Net Income 2025: -$30,0202025

Highlighted filing

2025

Revenue$133,202
Expenses$163,222
Net Income-$30,020
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,596
Liabilities
$0
Net assets
$133,596
Revenue
$133,202
Expenses
$163,222
Net income
-$30,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$1.33$1.63$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.23$1.05$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.16$1.01$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.20$1.13$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$133,202
Mission and Program Overview

Mission

Maintain common areas, recreation green belt with pool and putting green for Property Owners Association of 54 homes and community

Maintain common areas, recreation green belt with pool and putting green for Property Owners Association of 54 homes.

Program Services

DescriptionGrantsExpenses
Maintain and upgrade common areas, green belt with pool for 54 homes and residents.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monty FarrowPresident-$0--
Patricia HaugenCFO-$0--
Daniel OmniewskiSecretary-$0--
Larry HarkerFacilities Manager-$0--
Filing and Contact Details

Filer

Filer Name
Lake San Marcos Mall Iv Property Owners Association
EIN
33-0237322
Phone
9253483834
Address
1511 San Pablo Dr, San Marcos, CA 92078

Signing Officer

Name
Pat Haugen
Title
CFO
Phone
9253483834
Signed
2025-11-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Insurance, Fees, Permits: $4,288. Social events: $608. LSMCA Association Membership. $78”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lake San Marcos Mall IV POA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0c/o Pat Haugen
IRS990EZ/BooksInCareOfDetail/PhoneNum09253483834
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01511 San Pablo Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Marcos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0163616
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-30020
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02820
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133596
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0133202
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0186
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0133016
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133596
IRS990EZ/OccupancyRentUtltsAndMaintAmt0154882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Monty Farrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patricia Haugen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Daniel Omniewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Larry Harker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Facilities Manager
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04974
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Maintain common areas, recreation green belt with pool and putting green for Property Owners Association of 54 homes.
IRS990EZ/PrintingPublicationsPostageAmt0546
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain and upgrade common areas, green belt with pool for 54 homes and residents.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0163222
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0133202
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance, Fees, Permits: $4,288. Social events: $608. LSMCA Association Membership. $78
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat Haugen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09253483834
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0330237322
ReturnHeader/Filer/PhoneNum09253483834
ReturnHeader/Filer/USAddress/AddressLine1Txt01511 San Pablo Dr
ReturnHeader/Filer/USAddress/CityNm0San Marcos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-07T17:06:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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