Civic Intelligence

Casa Paloma I Homeowners Inc

EIN 86-0359061 • 501(c)4 • Green Valley, AZ

Profile

Maintain public areas of the Casa Paloma HOA

PO Box 411Green Valley, AZ 85622-0411
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

3.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$324,862

Up $28,342 (+9.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$324,860

Up $28,340 (+9.6%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin87th percentile

Revenue

Down

$81,635

Down $586 (-0.7%) from 2024

Expenses

Up

$53,295

Up $32,346 (+154%) from 2024

Net Income

Down

$28,340

Down $32,932 (-54%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $95,732Net Assets 2010: $95,7322010Assets 2014: $161,623Liabilities 2014: $02014Assets 2015: $147,152Liabilities 2015: $02015Assets 2016: $162,699Liabilities 2016: $02016Assets 2017: $185,268Liabilities 2017: $02017Assets 2018: $206,916Liabilities 2018: $02018Assets 2019: $229,242Liabilities 2019: $02019Assets 2020: $258,604Liabilities 2020: $02020Assets 2021: $283,242Liabilities 2021: $0Net Assets 2021: $283,2422021Assets 2022: $307,576Liabilities 2022: $0Net Assets 2022: $307,5762022Assets 2023: $265,304Liabilities 2023: $0Net Assets 2023: $265,3042023Assets 2024: $296,520Liabilities 2024: $0Net Assets 2024: $296,5202024Assets 2025: $324,862Liabilities 2025: $0Net Assets 2025: $324,8602025

Highlighted filing

2025

Assets$324,862
Liabilities$0
Net Assets$324,860
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $37,036Expenses 2010: $14,330Net Income 2010: $22,7062010Revenue 2014: $53,871Expenses 2014: $37,042Net Income 2014: $16,8292014Revenue 2015: $52,843Expenses 2015: $67,313Net Income 2015: -$14,4702015Revenue 2016: $55,010Expenses 2016: $39,463Net Income 2016: $15,5472016Revenue 2017: $56,669Expenses 2017: $34,100Net Income 2017: $22,5692017Revenue 2018: $58,226Expenses 2018: $38,281Net Income 2018: $19,9452018Revenue 2019: $63,221Expenses 2019: $41,294Net Income 2019: $21,9272019Revenue 2020: $63,809Expenses 2020: $35,605Net Income 2020: $28,2042020Revenue 2021: $63,219Expenses 2021: $38,644Net Income 2021: $24,5752021Revenue 2022: $69,230Expenses 2022: $44,896Net Income 2022: $24,3342022Revenue 2023: $76,403Expenses 2023: $118,908Net Income 2023: -$42,5052023Revenue 2024: $82,221Expenses 2024: $20,949Net Income 2024: $61,2722024Revenue 2025: $81,635Expenses 2025: $53,295Net Income 2025: $28,3402025

Highlighted filing

2025

Revenue$81,635
Expenses$53,295
Net Income$28,340
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$324,862
Liabilities
$0
Net assets
$324,860
Revenue
$81,635
Expenses
$53,295
Net income
$28,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.82$0.53$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.82$0.21$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.76$1.19$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.69$0.45$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.63$0.39$0.25
2020Summary only. Only limited summary data is available for this year.$2.59$0.00$0.64$0.36$0.28
2019Summary only. Only limited summary data is available for this year.$2.29$0.00$0.63$0.41$0.22
2018Summary only. Only limited summary data is available for this year.$2.07$0.00$0.58$0.38$0.20
2017Summary only. Only limited summary data is available for this year.$1.85$0.00$0.57$0.34$0.23
2016Summary only. Only limited summary data is available for this year.$1.63$0.00$0.55$0.39$0.16
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.53$0.67$0.14
2014Summary only. Only limited summary data is available for this year.$1.62$0.00$0.54$0.37$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.37$0.14$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Gross Receipts
$81,635
Mission and Program Overview

Mission

To support the common areas for the HOA and community

Repair and Maintenance of common areas

Program Services

DescriptionGrantsExpenses
Repair and maintenance of common areas-$53,294
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GIA DENIGRISTreasurerPT$0--
BRIAN DUNNUMPresidentPT$0--
JIM DENTONVicepresidentPT$0--
DICK FICHTNERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Casa Paloma HOA Inc
EIN
86-0359061
In Care Of
% Brian Dunnum
Address
PO Box 411, Green Valley, AZ 85622-0411

Signing Officer

Name
Brian Dunnum
Title
President
Phone
5203933743
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Donald Overturf CPA
Address
1451 S La Canada 7, GREEN VALLEY, AZ 85622-8306
Preparer
Donald L Overturf
Phone
5203033906
Supplemental Narrative

Additional Explanations

Part I Line 16

“Other office expenses $960.00”

Part I Line 16

“Insurance $3780.00”

Part I Line 16

“Repairs and Maintenance $37331.00”

Part I Line 16

“Bank and Credit card fees $942.00”

Part I Line 16

“HOA Potluck $1388.00”

Part I Line 16

“Property taxes $6.00”

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN DUNNUM
IRS990EZ/BooksInCareOfDetail/PhoneNum05203033906
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 411
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Green Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085622
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0296520
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0324862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028340
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04664
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0296520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0324862
IRS990EZ/GrossReceiptsAmt081635
IRS990EZ/InvestmentIncomeAmt010210
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0324860
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0324862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0GIA DENIGRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN DUNNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM DENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DICK FICHTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VicePresident
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044407
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Repair and Maintenance of common areas
IRS990EZ/PrintingPublicationsPostageAmt04224
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Repair and maintenance of common areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053294
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053295
IRS990EZ/TotalProgramServiceExpensesAmt053294
IRS990EZ/TotalRevenueAmt081635
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other office expenses $960.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3780.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs and Maintenance $37331.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank and Credit card fees $942.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOA Potluck $1388.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Property taxes $6.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN DUNNUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05203933743
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Casa Paloma HOA Inc
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0860359061
ReturnHeader/Filer/InCareOfNm0% Brian Dunnum
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 411
ReturnHeader/Filer/USAddress/CityNm0Green Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0856220411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205452066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Donald Overturf CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01451 S La Canada 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0856228306
ReturnHeader/PreparerPersonGrp/PhoneNum05203033906
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L OVERTURF
ReturnHeader/ReturnTs02026-02-16T15:42:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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