Civic Intelligence

Eastlake III Community Association

EIN 33-0897562 • 501(c)4 • San Diego, CA

Profile

Enhancement of community values

9665 Chesapeake Drive Suite 300San Diego, CA 92123
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.96x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

1.43x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2025

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

501(c)4 • $5M-$10M nonprofits • Source year 2025

Asset Growth

21st percentile

-4.4%

Faster asset growth than 21% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-0.7%

Faster revenue growth than 27% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$7,678,764

Down $352,471 (-4.4%) from 2024

Liabilities

Up

$7,337,985

Up $198,723 (+2.8%) from 2024

Net Assets

Down

$340,779

Down $551,194 (-62%) from 2024

Revenue

Down

$5,123,066

Down $33,669 (-0.7%) from 2024

Expenses

Up

$5,711,817

Up $287,763 (+5.3%) from 2024

Net Income

Down

-$588,751

Down $321,432 (-120%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2016: $7,691,446Liabilities 2016: $165,227Net Assets 2016: $7,526,2192016Assets 2017: $7,472,908Liabilities 2017: $410,962Net Assets 2017: $7,061,9462017Assets 2018: $7,551,717Liabilities 2018: $370,342Net Assets 2018: $7,181,3752018Assets 2019: $7,851,917Liabilities 2019: $444,764Net Assets 2019: $7,407,1532019Assets 2020: $8,122,257Liabilities 2020: $5,874,544Net Assets 2020: $2,247,7132020Assets 2021: $8,043,207Liabilities 2021: $6,343,252Net Assets 2021: $1,699,9552021Assets 2022: $7,650,800Liabilities 2022: $6,525,379Net Assets 2022: $1,125,4212022Assets 2023: $8,008,290Liabilities 2023: $6,848,998Net Assets 2023: $1,159,2922023Assets 2024: $8,031,235Liabilities 2024: $7,139,262Net Assets 2024: $891,9732024Assets 2025: $7,678,764Liabilities 2025: $7,337,985Net Assets 2025: $340,7792025

Highlighted filing

2025

Assets$7,678,764
Liabilities$7,337,985
Net Assets$340,779

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $4,073,431Expenses 2016: $3,911,122Net Income 2016: $162,3092016Revenue 2017: $3,989,172Expenses 2017: $4,453,445Net Income 2017: -$464,2732017Revenue 2018: $4,309,792Expenses 2018: $4,190,363Net Income 2018: $119,4292018Revenue 2019: $4,461,635Expenses 2019: $4,235,857Net Income 2019: $225,7782019Revenue 2020: $4,373,676Expenses 2020: $4,230,891Net Income 2020: $142,7852020Revenue 2021: $4,470,720Expenses 2021: $4,817,707Net Income 2021: -$346,9872021Revenue 2022: $4,504,573Expenses 2022: $4,830,507Net Income 2022: -$325,9342022Revenue 2023: $4,609,605Expenses 2023: $4,575,734Net Income 2023: $33,8712023Revenue 2024: $5,156,735Expenses 2024: $5,424,054Net Income 2024: -$267,3192024Revenue 2025: $5,123,066Expenses 2025: $5,711,817Net Income 2025: -$588,7512025

Highlighted filing

2025

Revenue$5,123,066
Expenses$5,711,817
Net Income-$588,751

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.0
Gross Receipts
$5,123,066
Mission and Program Overview

Mission

Enhancement of community values

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,680,874$4,067,502▼ $1,613,372
Cash and Non-Interest-Bearing Accounts$1,899,188$3,182,717▲ $1,283,529
Prepaid Expenses and Deferred Charges$274,344$264,742▼ $9,602
Accounts Receivable$59,534$67,347▲ $7,813
Total Assets$8,031,235$7,678,764▼ $352,471
Other Assets Total$117,295$96,456▼ $20,839
Liabilities
Other Liabilities$6,646,334$6,892,053▲ $245,719
Accounts Payable and Accrued Expenses$379,405$336,463▼ $42,942
Deferred Revenue$113,523$109,469▼ $4,054
Total Liabilities$7,139,262$7,337,985▲ $198,723
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$891,973$340,779▼ $551,194
Total Net Assets Fund Balance$891,973$340,779▼ $551,194
Total Liabilities and Net Assets / Fund Balance$8,031,235$7,678,764▼ $352,471
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marjorie AntoinePresident
Rebekkah NaputiDirector
Louis FuentesSecretary
Robert ChangTreasurer
Francisco RiveraVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
O'connell Landscape MaintenanceLandscaping23091 ARROYO VISTA, 23091 ARROYO VISTA, Rancho Santa Margarita, CA 92688$1,306,757
Walters ManagementManagement9665 CHESAPEAKE DR SUITE 300, 9665 CHESAPEAKE DR SUITE 300, San Diego, CA 92123$316,088
Protec Building ServicesRepairs & Maint1275 STONE DRIVE, 1275 STONE DRIVE, San Marcos, CA 92078$269,214
Allied University Security ServicesPatrol Service9320 HAZARD WAY, 9320 HAZARD WAY, San Diego, CA 92123$144,874
1 Stop Pool ProsPool Service7940 SILVERTON AVE, 7940 SILVERTON AVE, San Diego, CA 92126$121,024
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,802,774
Investment Income
$266,882
Other Revenue
$53,410
Change in Net Assets
$-588,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,314,267
Salaries, Compensation, and Employee Benefits$397,550
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,680,373--$2,680,373
Other Expenses$1,640,516--$1,640,516
Insurance-$431,462-$431,462
Other Salaries and Wages-$397,550-$397,550
Office Expenses-$301,045-$301,045
Fees for Services Management-$163,116-$163,116
Fees for Services Legal$72,383$25,372-$97,755
Total Functional Expenses$4,393,272$1,318,545$0$5,711,817
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liabilities$6,849,584
Deferred Income$21,784
Deposits$20,685
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Daily operations are handled by an outside professional management company.

Form 990, Page 6, Part VI, Line 6

Owners of units in the association automatically become members.

Form 990, Page 6, Part VI, Line 7A

Officers are elected at an annual meeting for the next twelve months.

Form 990, Page 6, Part VI, Line 7B

Approval by owners is required for decisions that exceed statutory or governing document limits.

Form 990, Page 6, Part VI, Line 11B

Tax returns are reviewed by the board prior to mailing.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Eastlake Iii Community Association
EIN
33-0897562
Phone
8584950900
Address
9665 CHESAPEAKE DRIVE SUITE 300, SAN DIEGO, CA 92123

Signing Officer

Name
Marjorie Antoine
Title
President
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Antoine
Formed
1999
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Newman Certified Public Accountant Pc
Address
2111 PALOMAR AIRPORT RD STE 140, CARLSBAD, CA 92011-1419
Preparer
Jeremy Newman
Phone
8445607300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The association achieved the goals of maintaining and preserving the community's common areas and standards via volunteer committees, forums and events.

Form 990, Part IX, Line 11G

Landscape 1,256,108 0 0 tree trimming 99,285 0 0 common area repairs/maint 487,271 0 0 pest control 30,749 0 0 pool and spa 100,230 0 0 janitorial 108,725 0 0 patrol and security 113,998 0 0 state income tax 10,713 0 0 cost center 169,181 0 0 woods gates expenses 101,019 0 0 sidewalks 52,881 0 0 woods drives expenses 15,823 0 0 bad debt expenses 41,694 0 0 vistas expenses 92,696 0 0 total 2,680,373 0 0

Form 990, Part XI, Line 9

Interfund transfer 37,557

Raw XML Appendix365 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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt468116
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ASSOCIATION ACHIEVED THE GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS AND STANDARDS VIA VOLUNTEER COMMITTEES, FORUMS AND EVENTS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0347415
IRS990/PYOtherExpensesAmt05424054
IRS990/PYOtherRevenueAmt053460
IRS990/PYProgramServiceRevenueAmt04755860
IRS990/PYRevenuesLessExpensesAmt0-267319
IRS990/PYTotalExpensesAmt05424054
IRS990/PYTotalRevenueAmt05156735
IRS990/ReconcilationRevenueExpnssAmt0-588751
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt053410
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04802774
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05680874
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04067502
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06849584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt121784
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220685
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS
IRS990ScheduleD/TotalLiabilityAmt06892053
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION ACHIEVED THE GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS AND STANDARDS VIA VOLUNTEER COMMITTEES, FORUMS AND EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAILY OPERATIONS ARE HANDLED BY AN OUTSIDE PROFESSIONAL MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OWNERS OF UNITS IN THE ASSOCIATION AUTOMATICALLY BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE ELECTED AT AN ANNUAL MEETING FOR THE NEXT TWELVE MONTHS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4APPROVAL BY OWNERS IS REQUIRED FOR DECISIONS THAT EXCEED STATUTORY OR GOVERNING DOCUMENT LIMITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX RETURNS ARE REVIEWED BY THE BOARD PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LANDSCAPE 1,256,108 0 0 TREE TRIMMING 99,285 0 0 COMMON AREA REPAIRS/MAINT 487,271 0 0 PEST CONTROL 30,749 0 0 POOL AND SPA 100,230 0 0 JANITORIAL 108,725 0 0 PATROL AND SECURITY 113,998 0 0 STATE INCOME TAX 10,713 0 0 COST CENTER 169,181 0 0 WOODS GATES EXPENSES 101,019 0 0 SIDEWALKS 52,881 0 0 WOODS DRIVES EXPENSES 15,823 0 0 BAD DEBT EXPENSES 41,694 0 0 VISTAS EXPENSES 92,696 0 0 TOTAL 2,680,373 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERFUND TRANSFER 37,557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08031235
IRS990/TotalAssetsEOYAmt07678764
IRS990/TotalAssetsGrp/BOYAmt08031235
IRS990/TotalAssetsGrp/EOYAmt07678764
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01318545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04393272
IRS990/TotalFunctionalExpensesGrp/TotalAmt05711817
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07139262
IRS990/TotalLiabilitiesEOYAmt07337985
IRS990/TotalLiabilitiesGrp/BOYAmt07139262
IRS990/TotalLiabilitiesGrp/EOYAmt07337985
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0891973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340779
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt053086
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt053086
IRS990/TotalProgramServiceExpensesAmt04393272
IRS990/TotalProgramServiceRevenueAmt04802774
IRS990/TotalRevenueGrp/ExclusionAmt0320292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04802774
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05123066
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08031235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07678764
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09665 CHESAPEAKE DRIVE SUITE 300
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092123
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE ANTOINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EASTLAKE III COMMUNITY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0330897562
ReturnHeader/Filer/PhoneNum08584950900
ReturnHeader/Filer/USAddress/AddressLine1Txt09665 CHESAPEAKE DRIVE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02111 PALOMAR AIRPORT RD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920111419
ReturnHeader/PreparerPersonGrp/PhoneNum08445607300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02025-12-11T14:09:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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