Civic Intelligence

Fountaingrove Lodge Residents Association

EIN 82-4985558 • 501(c)7 • Santa Rosa, CA

Profile

Support & advocate for FGL residents

4210 Thomas Lake Harris Drive 218Santa Rosa, CA 95403

fglra.org

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

60th percentile

6.0%

Higher net margin than 60% 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

96th percentile

131%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

63rd percentile

8.2%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$11,669

Up $6,621 (+131%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$11,669

Up $6,621 (+131%) from 2024

Revenue

Up

$110,111

Up $8,335 (+8.2%) from 2024

Expenses

Up

$103,490

Up $6,621 (+6.8%) from 2024

Net Income

Up

$6,621

Up $1,714 (+35%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2022: $2,830Liabilities 2022: $0Net Assets 2022: $2,8302022Assets 2023: $141Liabilities 2023: $0Net Assets 2023: $1412023Assets 2024: $5,048Liabilities 2024: $0Net Assets 2024: $5,0482024Assets 2025: $11,669Liabilities 2025: $0Net Assets 2025: $11,6692025

Highlighted filing

2025

Assets$11,669
Liabilities$0
Net Assets$11,669

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2022: $82,184Expenses 2022: $81,038Net Income 2022: $1,1462022Revenue 2023: $88,168Expenses 2023: $90,857Net Income 2023: -$2,6892023Revenue 2024: $101,776Expenses 2024: $96,869Net Income 2024: $4,9072024Revenue 2025: $110,111Expenses 2025: $103,490Net Income 2025: $6,6212025

Highlighted filing

2025

Revenue$110,111
Expenses$103,490
Net Income$6,621

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 21, 2026
Return Version
2025v4.0
Gross Receipts
$110,111
Mission and Program Overview

Mission

Support & advocate for FGL residents

Program Services

DescriptionGrantsExpenses
GRATITUTY GRANTS: At the end of the calendar year, FGL RA made Holiday grants to 90+ non-management employees of FGL. Residents at FGL and the Terraces, make voluntary contributions throughout the calendar year for these grants.$102,929$561
BUILDING COMMUNITY: RA mtgs, committees, website, social and informational support activities, welcoming new residents, and remembrance gatherings for those who have passed away. Benefits approximately 90+ residents.--
ADVOCACY: RA Council made multiple recommendations and advocated with FGL management and California DSS re resident issues that impact the residents' quality of life, care, rights, safety and environment, concerns about contract, fiscal and other matters of concern for all 90+ residents at FGL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penny MihalyPresidentPT$0--
Sharon LongVice President-$0--
Pam WaltonSecretaryPT$0--
Leif GlomsetAt Large Member-$0--
Sharon OttTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fountaingrove Lodge Residents Association
EIN
82-4985558
Phone
7075394775
Address
4210 Thomas Lake Harris Drive 218, Santa Rosa, CA 95403

Signing Officer

Name
Sharon Ott
Title
Treasurer
Phone
7075394775
Signed
2026-03-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Form 990-EZ, Part 1, line 10 - Grants to 90+ non-management staff working for Fountaingrove Lodge CCRC as a thank you from residents at Fountaingrove Lodge (FGL). A Total of $102,929 in "Thank you" grants were distributed based on length and amount of time working at FGL in 2025. "Thank you" grants for 2025 ranged from $142.19 to $1,421.86. No staff member received an amount of $5,000 or greater. Staff members are employed by Fountaingrove Lodge CCRC not Fountaingrove Lodge Residents' Association. Fountaingrove Lodge is a California Continuing Care Retirement Community for the Elderly (CCRC-RCFE). Residents of FGL make voluntary contributions to the FGL Residents' Association Holiday Fund throughout the year for these grants. Fountaingrove Lodge Residents' Association, 4210 Thomas Lake Harris Drive #218, Santa Rosa, CA 95403. Form 990-EZ, Part 1, Line 16 - Other expenses totaling $561 were for the administration of the FGL Residents' Association including software, website archival storage and miscellaneous.

Form 990-EZ, Part I, Line 16

Form 990-EZ, Part I, Line 16 - Other expenses totaling $561 were for the administration of the FGL Residents' Association including software, websit archival storage and miscellaneous.

Raw XML Appendix132 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Sharon Ott care of FGL RA
IRS990EZ/BooksInCareOfDetail/PhoneNum07075394775
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04210 Thomas Lake Harris Drive 218
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05048
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0109894
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06621
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05048
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011669
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0102929
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0110111
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0217
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011669
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011669
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Penny Mihaly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Long
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pam Walton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leif Glomset
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sharon Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3At Large Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0561
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support & advocate for FGL residents
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUILDING COMMUNITY: RA mtgs, committees, website, social and informational support activities, welcoming new residents, and remembrance gatherings for those who have passed away. Benefits approximately 90+ residents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADVOCACY: RA Council made multiple recommendations and advocated with FGL management and California DSS re resident issues that impact the residents' quality of life, care, rights, safety and environment, concerns about contract, fiscal and other matters of concern for all 90+ residents at FGL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRATITUTY GRANTS: At the end of the calendar year, FGL RA made Holiday grants to 90+ non-management employees of FGL. Residents at FGL and the Terraces, make voluntary contributions throughout the calendar year for these grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102929
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0561
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/TotalExpensesAmt0103490
IRS990EZ/TotalProgramServiceExpensesAmt0561
IRS990EZ/TotalRevenueAmt0110111
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0fglra.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part 1, line 10 - Grants to 90+ non-management staff working for Fountaingrove Lodge CCRC as a thank you from residents at Fountaingrove Lodge (FGL). A Total of $102,929 in "Thank you" grants were distributed based on length and amount of time working at FGL in 2025. "Thank you" grants for 2025 ranged from $142.19 to $1,421.86. No staff member received an amount of $5,000 or greater. Staff members are employed by Fountaingrove Lodge CCRC not Fountaingrove Lodge Residents' Association. Fountaingrove Lodge is a California Continuing Care Retirement Community for the Elderly (CCRC-RCFE). Residents of FGL make voluntary contributions to the FGL Residents' Association Holiday Fund throughout the year for these grants. Fountaingrove Lodge Residents' Association, 4210 Thomas Lake Harris Drive #218, Santa Rosa, CA 95403. Form 990-EZ, Part 1, Line 16 - Other expenses totaling $561 were for the administration of the FGL Residents' Association including software, website archival storage and miscellaneous.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990-EZ, Part I, Line 16 - Other expenses totaling $561 were for the administration of the FGL Residents' Association including software, websit archival storage and miscellaneous.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Ott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07075394775
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNTAINGROVE LODGE RESIDENTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0824985558
ReturnHeader/Filer/PhoneNum07075394775
ReturnHeader/Filer/USAddress/AddressLine1Txt04210 Thomas Lake Harris Drive 218
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/ReturnTs02026-03-23T13:13:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.