Civic Intelligence

Rancho Santa Margarita Y Las Flores Docents

990EZ • Fiscal year 2024 • EIN 33-0958475

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 04, 2025

Organization Profilecamppendletonhistoricalsociety.org/ra
5256 S Mission Rd 703-4Bonsall, CA 92003

(760) 468-6953

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,505

Down $3,372 (-15%) from 2023

Net Assets

Down

$18,505

Down $3,372 (-15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$4,785

Down $4,437 (-48%) from 2023

Expenses

Up

$8,157

Up $3,700 (+83%) from 2023

Net Income

Down

-$3,372

Down $8,137 (-171%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30K$20K$10K$0Assets 2023: $21,877Net Assets 2023: $21,8772023Assets 2024: $18,505Net Assets 2024: $18,5052024

Highlighted filing

2024

Assets$18,505
Liabilities-
Net Assets$18,505
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$10K$5.0K$0-$5.0KRevenue 2023: $9,222Expenses 2023: $4,457Net Income 2023: $4,7652023Revenue 2024: $4,785Expenses 2024: $8,157Net Income 2024: -$3,3722024

Highlighted filing

2024

Revenue$4,785
Expenses$8,157
Net Income-$3,372
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 4, 2025
Return Version
2024v5.0
Gross Receipts
$4,785
Mission and Program Overview

Mission

To be a museum auxilliary for MCB Camp Pendleton, CA.

Program Services

DescriptionGrantsExpenses
Gave tours and educated the public on military history. Restoration of older service vehicles.-$5,058
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul DurranceCFOPT$0--
Kim WakefieldSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rancho Santa Margarita
EIN
33-0958475
Phone
7604686953
Address
5256 S Mission Rd 703-4, Bonsall, CA 92003

Signing Officer

Name
Paul Durrance
Title
CFO
Signed
2025-03-04
Discuss with paid preparer
Yes

Preparer

Firm
R Greene & Associates Inc
Address
1615 S Mission Road A, Fallbrook, CA 92028
Preparer
Roxanne L Greene CPA
Phone
7607264316
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $92”

Other Expenses.1012

“Insurance $1115”

Other Expenses.1

“Repairs & Maintenance $4673”

Other Expenses.2

“Catering $550”

Other Expenses.3

“Landscaping $500”

Other Expenses.4

“Outside Services $370”

Other Expenses.6

“Recognition & Awards $160”

Other Expenses.7

“Software Supplies $148”

Other Expenses.8

“Entertainment $125”

Other Expenses.9

“Supplies $125”

Other Expenses.10

“Furnishings $100”

Other Expenses.11

“Bank & Merchant Fees $27”

Other Expenses.12

“Rounding $-1”

Other Assets.1010

“Inventories - Beginning $1107 Inventories - Ending $1107”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Ron Jonason
IRS990EZ/BooksInCareOfDetail/PhoneNum07604686953
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05256 S Mission Rd 703-4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bonsall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920033622
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04776
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3372
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018505
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt04785
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paul Durrance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kim Wakefield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01107
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01107
IRS990EZ/OtherExpensesTotalAmt07984
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To be a museum auxilliary for MCB Camp Pendleton, CA.
IRS990EZ/PrintingPublicationsPostageAmt0173
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Gave tours and educated the public on military history. Restoration of older service vehicles.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05058
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08157
IRS990EZ/TotalProgramServiceExpensesAmt05058
IRS990EZ/TotalRevenueAmt04785
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://camppendletonhistoricalsociety.org/ra
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013990
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt013990
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09214
IRS990ScheduleA/Total509Grp/TotalAmt013990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09222
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs & Maintenance $4673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Catering $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Landscaping $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Outside Services $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Recognition & Awards $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software Supplies $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Entertainment $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furnishings $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank & Merchant Fees $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Inventories - Beginning $1107 Inventories - Ending $1107
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1010
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Durrance
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho Santa Margarita
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0y Las Flores Docents
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330958475
ReturnHeader/Filer/PhoneNum07604686953
ReturnHeader/Filer/USAddress/AddressLine1Txt05256 S Mission Rd 703-4
ReturnHeader/Filer/USAddress/CityNm0Bonsall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900947537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R Greene & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01615 S Mission Road A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fallbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607264316
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roxanne L Greene CPA
ReturnHeader/ReturnTs02025-03-04T05:53:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,505
Liabilities
-
Net assets
$18,505
Revenue
$4,785
Expenses
$8,157
Net income
-$3,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$18.5$4.79$8.16$3.37
2023Detailed filing. Detailed filing data is available for this year.$21.9$21.9$9.22$4.46$4.77