Civic Intelligence

Casa Paloma I Homeowners Inc

990EZ • Fiscal year 2025 • EIN 86-0359061

Jan 01, 2025 to Dec 31, 2025 • Filed on Feb 16, 2026

Organization Profilecasapaloma1.org
PO Box 411Green Valley, AZ 85622-0411

(520) 303-3906

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

90th percentile

35%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

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

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-0.7%

Faster revenue growth than 46% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$324,862

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

Net Assets

Up

$324,860

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th 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

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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 Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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
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

Repair and Maintenance of common areas

Program Services

DescriptionGrantsExpenses
Repair and maintenance of common areas-$53,294
Compensation and Service Providers
Top Officer Pay90th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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