Civic Intelligence

Lone Tree Wetland Habitat Association

EIN 47-2857845 • 501(c)3 • Atwater, CA

Profile

To maintain and improve the wetland habitat values of the 700 acre wetland, vernal and upland cover for waterfowl and shorebirds that use the property which is surounded on three sides by the merced national wildlife refuge.

5539 Clear Creek CourtAtwater, CA 95301

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$421,636

Down $128,539 (-23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$421,636

Down $110,002 (-21%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$159,030

Down $57,092 (-26%) from 2023

Expenses

Up

$219,223

Up $24,691 (+13%) from 2023

Net Income

Down

-$60,193

Down $81,783 (-379%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2015: $76,513Liabilities 2015: $0Net Assets 2015: $76,5132015Assets 2016: $150,840Net Assets 2016: $150,8402016Assets 2017: $112,896Liabilities 2017: $02017Assets 2018: $172,594Net Assets 2018: $172,5942018Assets 2019: $704,583Liabilities 2019: $538,390Net Assets 2019: $166,1932019Assets 2020: $694,297Liabilities 2020: $411,710Net Assets 2020: $282,5872020Assets 2021: $657,959Liabilities 2021: $117,183Net Assets 2021: $540,7762021Assets 2022: $577,941Liabilities 2022: $67,893Net Assets 2022: $510,0482022Assets 2023: $550,175Liabilities 2023: $18,537Net Assets 2023: $531,6382023Assets 2025: $421,636Net Assets 2025: $421,6362025

Highlighted filing

2025

Assets$421,636
Liabilities-
Net Assets$421,636
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $180,000Expenses 2015: $103,487Net Income 2015: $76,5132015Revenue 2016: $193,000Expenses 2016: $118,673Net Income 2016: $74,3272016Revenue 2017: $0Expenses 2017: $37,944Net Income 2017: -$37,9442017Revenue 2018: $190,000Expenses 2018: $130,302Net Income 2018: $59,6982018Revenue 2019: $205,000Expenses 2019: $211,401Net Income 2019: -$6,4012019Revenue 2020: $337,500Expenses 2020: $221,106Net Income 2020: $116,3942020Revenue 2021: $402,465Expenses 2021: $144,276Net Income 2021: $258,1892021Revenue 2022: $106,504Expenses 2022: $137,232Net Income 2022: -$30,7282022Revenue 2023: $216,122Expenses 2023: $194,532Net Income 2023: $21,5902023Revenue 2025: $159,030Expenses 2025: $219,223Net Income 2025: -$60,1932025

Highlighted filing

2025

Revenue$159,030
Expenses$219,223
Net Income-$60,193
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$421,636
Liabilities
-
Net assets
$421,636
Revenue
$159,030
Expenses
$219,223
Net income
-$60,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.22$4.22$1.59$2.19$0.60
2023Summary only. Only limited summary data is available for this year.$5.50$0.19$5.32$2.16$1.95$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.68$5.10$1.07$1.37$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$1.17$5.41$4.02$1.44$2.58
2020Summary only. Only limited summary data is available for this year.$6.94$4.12$2.83$3.38$2.21$1.16
2019Summary only. Only limited summary data is available for this year.$7.05$5.38$1.66$2.05$2.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$1.73$1.90$1.30$0.60
2017Summary only. Only limited summary data is available for this year.$1.13$0.00$0.00$0.38$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$1.51$1.93$1.19$0.74
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.80$1.03$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$159,030
Mission and Program Overview

Mission

To maintain and improve the wetland habitat values of the 700 acre wetland, vernal and upland cover for waterfowl and shorebirds that use the property which is surrounded on three sides by the merced national wildlife refuge.

Program Services

DescriptionGrantsExpenses
WELL AND WATER INFRASTRUCTURE HAVE BEEN COMPLETED TO ALLOW FOR CONTINUED AND TIMELYAPPLICATION OF WATER TO EXISTING HABITAT.-$161,252
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK CAUWELSPresident-$0--
MEDFORD P SYNDERVice President-$0--
ROBERT DALLASTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lone Tree Wetland Habitat Association
EIN
47-2857845
Address
5539 Clear Creek Court, Atwater, CA 95301

Signing Officer

Name
Robert Dallas
Title
Treasurer
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Covert Sales Craig & Allan Llp
Address
102 West Alexander Avenue, Merced, CA 95348
Preparer
Robert A Craig
Phone
2097251370
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $49573”

Other Expenses.1012

“Insurance $1700”

Other Expenses.1

“UTILITIES $89406”

Other Expenses.2

“MARSH MAINTENANCE $28468”

Other Expenses.3

“REPAIRS $27650”

Other Expenses.4

“MARSH MANAGEMENT $6448”

Other Expenses.5

“PUMP MONITORING $4980”

Other Expenses.6

“WATER MANAGEMENT $2600”

Other Expenses.7

“MISC $45”

Other Assets.1004

“Miscellaneous - Beginning $457817 Miscellaneous - Ending $408244”

Raw XML Appendix149 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/PhoneNum02097221815
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05539 Clear Creek Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013392
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0159030
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-60193
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08353
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0481829
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0421636
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0159030
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0481829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0421636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0481829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0421636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK CAUWELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEDFORD P SYNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT DALLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0457817
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0408244
IRS990EZ/OtherExpensesTotalAmt0210870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAINTAIN AND IMPROVE THE WETLAND HABITAT VALUES OF THE 700 ACRE WETLAND, VERNAL AND UPLAND COVER FOR WATERFOWL AND SHOREBIRDS THAT USE THE PROPERTY WHICH IS SURROUNDED ON THREE SIDES BY THE MERCED NATIONAL WILDLIFE REFUGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WELL AND WATER INFRASTRUCTURE HAVE BEEN COMPLETED TO ALLOW FOR CONTINUED AND TIMELYAPPLICATION OF WATER TO EXISTING HABITAT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0161252
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/TotalExpensesAmt0219223
IRS990EZ/TotalProgramServiceExpensesAmt0161252
IRS990EZ/TotalRevenueAmt0159030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0159030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0137500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0402465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0969499
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0969499
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0137500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0106504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0402465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0969499
IRS990ScheduleA/TotalSupportAmt0969499
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $49573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $89406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARSH MAINTENANCE $28468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REPAIRS $27650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARSH MANAGEMENT $6448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUMP MONITORING $4980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WATER MANAGEMENT $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous - Beginning $457817 Miscellaneous - Ending $408244
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
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.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1004
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DALLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONE TREE WETLAND HABITAT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0472857845
ReturnHeader/Filer/USAddress/AddressLine1Txt05539 Clear Creek Court
ReturnHeader/Filer/USAddress/CityNm0Atwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201710711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COVERT SALES CRAIG & ALLAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 West Alexander Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merced
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095348
ReturnHeader/PreparerPersonGrp/PhoneNum02097251370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert A Craig
ReturnHeader/ReturnTs02025-11-16T15:39:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits