Civic Intelligence

Anchor Down Owners Association Inc

EIN 91-1851970 • 501(c)3 • LA Mesa, CA

Profile

To provide sufficient social services for senior citizens and members of the community

5185 Comanche Dr DLA Mesa, CA 91942

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

1.40x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

9.01x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

-0.6%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

8.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$3,648,867

Up $36,805 (+1.0%) from 2023

Liabilities

Up

$5,111,875

Up $40,040 (+0.8%) from 2023

Net Assets

Down

-$1,463,008

Down $3,235 (-0.2%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin37th percentile

Revenue

Up

$567,124

Up $41,786 (+8.0%) from 2023

Expenses

Down

$570,359

Down $26,622 (-4.5%) from 2023

Net Income

Up

-$3,235

Up $68,408 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,811,474Liabilities 2011: $5,472,771Net Assets 2011: -$661,2972011Assets 2012: $4,735,253Liabilities 2012: $5,479,401Net Assets 2012: -$744,1482012Assets 2013: $4,590,299Liabilities 2013: $5,478,179Net Assets 2013: -$887,8802013Assets 2014: $4,453,990Liabilities 2014: $5,495,816Net Assets 2014: -$1,041,8262014Assets 2015: $4,345,600Liabilities 2015: $5,457,848Net Assets 2015: -$1,112,2482015Assets 2016: $3,999,644Liabilities 2016: $5,458,074Net Assets 2016: -$1,458,4302016Assets 2017: $4,052,310Liabilities 2017: $5,436,779Net Assets 2017: -$1,384,4692017Assets 2018: $3,878,181Liabilities 2018: $5,406,977Net Assets 2018: -$1,528,7962018Assets 2019: $3,814,300Liabilities 2019: $5,395,405Net Assets 2019: -$1,581,1052019Assets 2020: $3,833,714Liabilities 2020: $5,367,881Net Assets 2020: -$1,534,1672020Assets 2021: $3,845,138Liabilities 2021: $5,371,168Net Assets 2021: -$1,526,0302021Assets 2022: $3,817,046Liabilities 2022: $5,425,186Net Assets 2022: -$1,608,1402022Assets 2023: $3,612,062Liabilities 2023: $5,071,835Net Assets 2023: -$1,459,7732023Assets 2024: $3,648,867Liabilities 2024: $5,111,875Net Assets 2024: -$1,463,0082024

Highlighted filing

2024

Assets$3,648,867
Liabilities$5,111,875
Net Assets-$1,463,008
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $745,9112011Expenses 2012: $628,8362012Revenue 2013: $530,179Expenses 2013: $656,592Net Income 2013: -$126,4132013Revenue 2014: $507,886Expenses 2014: $640,640Net Income 2014: -$132,7542014Revenue 2015: $522,904Expenses 2015: $596,524Net Income 2015: -$73,6202015Revenue 2016: $544,702Expenses 2016: $906,146Net Income 2016: -$361,4442016Revenue 2017: $706,927Expenses 2017: $632,967Net Income 2017: $73,9602017Revenue 2018: $582,271Expenses 2018: $726,598Net Income 2018: -$144,3272018Revenue 2019: $609,251Expenses 2019: $661,560Net Income 2019: -$52,3092019Revenue 2020: $667,245Expenses 2020: $620,307Net Income 2020: $46,9382020Revenue 2021: $637,734Expenses 2021: $629,597Net Income 2021: $8,1372021Revenue 2022: $650,017Expenses 2022: $674,539Net Income 2022: -$24,5222022Revenue 2023: $525,338Expenses 2023: $596,981Net Income 2023: -$71,6432023Revenue 2024: $567,124Expenses 2024: $570,359Net Income 2024: -$3,2352024

Highlighted filing

2024

Revenue$567,124
Expenses$570,359
Net Income-$3,235
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,648,867
Liabilities
$5,111,875
Net assets
-$1,463,008
Revenue
$567,124
Expenses
$570,359
Net income
-$3,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$5.11$1.46$0.57$0.57$0.00
2023Summary only. Only limited summary data is available for this year.$3.61$5.07$1.46$0.53$0.60$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$5.43$1.61$0.65$0.67$0.02
2021Summary only. Only limited summary data is available for this year.$3.85$5.37$1.53$0.64$0.63$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$5.37$1.53$0.67$0.62$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$5.40$1.58$0.61$0.66$0.05
2018Summary only. Only limited summary data is available for this year.$3.88$5.41$1.53$0.58$0.73$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$5.44$1.38$0.71$0.63$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$5.46$1.46$0.54$0.91$0.36
2015Detailed filing. Detailed filing data is available for this year.$4.35$5.46$1.11$0.52$0.60$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.45$5.50$1.04$0.51$0.64$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.59$5.48$0.89$0.53$0.66$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$5.48$0.74$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$5.47$0.66$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$567,124
Mission and Program Overview

Mission

To provide sufficient social services for senior citizens and members of the community

To provide social services and property management for senior citizens and members of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,171,233$3,106,729▼ $64,504
Cash and Non-Interest-Bearing Accounts$233,866$207,875▼ $25,991
Savings and Temporary Cash Investments$162,346$195,027▲ $32,681
Intangible Assets$121,844$116,429▼ $5,415
Prepaid Expenses and Deferred Charges$38,348$17,208▼ $21,140
Accounts Receivable$6,269$5,599▼ $670
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$3,733,906$3,648,867▼ $85,039
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,616,909$4,536,485▼ $80,424
Other Liabilities$532,751$545,081▲ $12,330
Accounts Payable and Accrued Expenses$28,007$27,990▼ $17
Deferred Revenue$16,012$2,319▼ $13,693
Total Liabilities$5,193,679$5,111,875▼ $81,804
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,459,773$-1,463,008▼ $3,235
Total Net Assets Fund Balance$-1,459,773$-1,463,008▼ $3,235
Total Liabilities and Net Assets / Fund Balance$3,733,906$3,648,867▼ $85,039

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$761,128$1,794,515$2,555,643
Land$2,333,949-$2,333,949
Leasehold Improvements$11,652$613$12,265
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Nancy WilsonPresident
Vivienne LautzVice President
Carolyn EsparzaDirector
Paul MapleDirector
Sharon LizotteDirector
Jane PoulsonSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$565,300
Investment Income
$1,824
Other Revenue
$0
Change in Net Assets
$-3,235

Audited Revenue Reconciliation

Revenue per Audited Statements
$567,124
Total Revenue per Audited Statements
$567,124
Total Revenue per Form 990
$567,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$570,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$174,578--$174,578
Office Expenses-$84,890-$84,890
Depreciation Depletion$64,504--$64,504
Insurance$24,255--$24,255
Fees for Services Accounting-$23,161-$23,161
Fees for Services Management-$18,000-$18,000
Other Expenses$50,771$3,505-$3,505
All Other Expenses$2,507--$2,507
Fees for Services Legal-$677-$677
Total Functional Expenses$440,126$130,233$0$570,359

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$570,359
Total Expenses per Audited Statements$570,359
Total Expenses per Form 990$570,359
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$539,581
OWNER'S BUY-IN$5,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is distributed, reviewed and approved by the board of directors and property management company prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request to homeowners in the associations office at 260 e. Bradley avenue, el cajon, ca 92021.”

Filing and Contact Details

Filer

Filer Name
Anchor Down Owners Association Inc
EIN
91-1851970
Phone
6197490725
Address
5185 COMANCHE DR D, LA MESA, CA 91942

Signing Officer

Name
Lia Mogle
Title
President
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lia Mogle
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Association has received an exemption under California Revenue and Taxation Code Section 23701(v) with regard to assessments only and has an election available for federal tax purposes, which also exempts assessments from taxation. Amounts other than assessments, such as interest are subject to taxation. There was no income tax liability at December 31, 2024.The Associations tax returns for the years ended December 31, 2024, 2023, 2022 and 2021 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three or four years after the returns were filed.”

Raw XML AppendixShowing 400 of 431 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028007
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027990
IRS990/AccountsReceivableGrp/BOYAmt06269
IRS990/AccountsReceivableGrp/EOYAmt05599
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SOCIAL SERVICES AND PROPERTY MANAGEMENT FOR SENIOR CITIZENS AND MEMBERS OF THE COMMUNITY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02507
IRS990/AllOtherExpensesGrp/TotalAmt02507
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CBM CORPORATE
IRS990/BooksInCareOfDetail/PhoneNum06197490725
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05185 COMANCHE DR STE D
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA MESA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092021
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0233866
IRS990/CashNonInterestBearingGrp/EOYAmt0207875
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01824
IRS990/CYOtherExpensesAmt0570359
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0565300
IRS990/CYRevenuesLessExpensesAmt0-3235
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0570359
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0567124
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt016012
IRS990/DeferredRevenueGrp/EOYAmt02319
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt064504
IRS990/DepreciationDepletionGrp/TotalAmt064504
IRS990/Desc0TO PROVIDE SERVICES AND COMMON AREA AMENTIES FOR THE RESIDENTS OF THE 68 RESIDENTIAL LOTS WITHIN THE ASSOCIATED PROPERTY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0440126
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023161
IRS990/FeesForServicesAccountingGrp/TotalAmt023161
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0677
IRS990/FeesForServicesLegalGrp/TotalAmt0677
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesManagementGrp/TotalAmt018000
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm1VIVIENNE LAUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JANE POULSON
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL MAPLE
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON LIZOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROLYN ESPARZA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sec/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0567124
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt024255
IRS990/InsuranceGrp/TotalAmt024255
IRS990/IntangibleAssetsGrp/BOYAmt0121844
IRS990/IntangibleAssetsGrp/EOYAmt0116429
IRS990/InterestGrp/ProgramServicesAmt0174578
IRS990/InterestGrp/TotalAmt0174578
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01824
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01824
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01795128
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03171233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03106729
IRS990/LandBldgEquipCostOrOtherBssAmt04901857
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SOCIAL SERVICES AND PROPERTY MANAGEMENT FOR SENIOR CITIZENS AND MEMBERS OF THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04616909
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04536485
IRS990/NetAssetsOrFundBalancesBOYAmt0-1459773
IRS990/NetAssetsOrFundBalancesEOYAmt0-1463008
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1459773
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1463008
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt084890
IRS990/OfficeExpensesGrp/TotalAmt084890
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OPERATIONS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03505
IRS990/OtherExpensesGrp/ProgramServicesAmt063373
IRS990/OtherExpensesGrp/ProgramServicesAmt160138
IRS990/OtherExpensesGrp/ProgramServicesAmt250771
IRS990/OtherExpensesGrp/TotalAmt063373
IRS990/OtherExpensesGrp/TotalAmt160138
IRS990/OtherExpensesGrp/TotalAmt250771
IRS990/OtherExpensesGrp/TotalAmt33505
IRS990/OtherLiabilitiesGrp/BOYAmt0532751
IRS990/OtherLiabilitiesGrp/EOYAmt0545081
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017208
IRS990/PrincipalOfficerNm0LIA MOGLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2532000
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0408000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2156975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0408000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2156975
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0768
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0596981
IRS990/PYProgramServiceRevenueAmt0524570
IRS990/PYRevenuesLessExpensesAmt0-71643
IRS990/PYTotalExpensesAmt0596981
IRS990/PYTotalRevenueAmt0525338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3235
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0565300
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0162346
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195027
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0474
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0375
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0565300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0524570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0649543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0637359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0666779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03043551
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03907
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99870
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt03043551
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0565300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0524570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0649543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0637359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0666779
IRS990ScheduleA/Total509Grp/TotalAmt03043551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0567124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0525338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0650017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0637734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0667245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03047458
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0761128
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01794515
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02555643
IRS990ScheduleD/ExpensesSubtotalAmt0570359
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02333949
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02333949
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011652
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0613
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0539581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OWNER'S BUY-IN
IRS990ScheduleD/RevenueSubtotalAmt0567124
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association has received an exemption under California Revenue and Taxation Code Section 23701(v) with regard to assessments only and has an election available for federal tax purposes, which also exempts assessments from taxation. Amounts other than assessments, such as interest are subject to taxation. There was no income tax liability at December 31, 2024.The Associations tax returns for the years ended December 31, 2024, 2023, 2022 and 2021 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three or four years after the returns were filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03106729
IRS990ScheduleD/TotalExpensesPerForm990Amt0570359
IRS990ScheduleD/TotalLiabilityAmt0545081
IRS990ScheduleD/TotalRevenuePerForm990Amt0567124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0567124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0570359
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED, REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND PROPERTY MANAGEMENT COMPANY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO HOMEOWNERS IN THE ASSOCIATIONS OFFICE AT 260 E. BRADLEY AVENUE, EL CAJON, CA 92021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03733906
IRS990/TotalAssetsEOYAmt03648867
IRS990/TotalAssetsGrp/BOYAmt03733906
IRS990/TotalAssetsGrp/EOYAmt03648867
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0130233
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0440126
IRS990/TotalFunctionalExpensesGrp/TotalAmt0570359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05193679
IRS990/TotalLiabilitiesEOYAmt05111875
IRS990/TotalLiabilitiesGrp/BOYAmt05193679
IRS990/TotalLiabilitiesGrp/EOYAmt05111875
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1459773
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1463008
IRS990/TotalProgramServiceExpensesAmt0440126
IRS990/TotalProgramServiceRevenueAmt0565300
IRS990/TotalRevenueGrp/ExclusionAmt01824
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0565300
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0567124
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03733906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03648867
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.