Civic Intelligence

Carmel Valley Association Inc

EIN 94-1394038 • 501(c)4 • Carmel Valley, CA

Profile

To encourage appropriate residential and commercial growth and evelopment so as to preserve and/or enhance scenic values, air quality, water quality and availabiliy, natural resources, traffic circulation and safety and the general quality of life.

P O Box 157Carmel Valley, CA 93924

carmelvalleyassociation.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

35th percentile

-5.6%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-3.6%

Faster asset growth than 46% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$59,878

Down $2,234 (-3.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$59,878

Down $2,234 (-3.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$45,836

Up $8,217 (+22%) from 2023

Expenses

Up

$48,380

Up $20,676 (+75%) from 2023

Net Income

Down

-$2,544

Down $12,459 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2020: $38,212Net Assets 2020: $38,2122020Assets 2021: $45,195Net Assets 2021: $45,1952021Assets 2022: $52,202Net Assets 2022: $52,2022022Assets 2023: $62,112Net Assets 2023: $62,1122023Assets 2024: $59,878Net Assets 2024: $59,8782024

Highlighted filing

2024

Assets$59,878
Liabilities-
Net Assets$59,878
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2020: $71,298Expenses 2020: $59,127Net Income 2020: $12,1712020Revenue 2021: $59,236Expenses 2021: $52,103Net Income 2021: $7,1332021Revenue 2022: $35,530Expenses 2022: $28,653Net Income 2022: $6,8772022Revenue 2023: $37,619Expenses 2023: $27,704Net Income 2023: $9,9152023Revenue 2024: $45,836Expenses 2024: $48,380Net Income 2024: -$2,5442024

Highlighted filing

2024

Revenue$45,836
Expenses$48,380
Net Income-$2,544
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,878
Liabilities
-
Net assets
$59,878
Revenue
$45,836
Expenses
$48,380
Net income
-$2,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.9$59.9$45.8$48.4$2.54
2023Detailed filing. Detailed filing data is available for this year.$62.1$62.1$37.6$27.7$9.92
2022Detailed filing. Detailed filing data is available for this year.$52.2$52.2$35.5$28.7$6.88
2021Detailed filing. Detailed filing data is available for this year.$45.2$45.2$59.2$52.1$7.13
2020Detailed filing. Detailed filing data is available for this year.$38.2$38.2$71.3$59.1$12.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$56,079
Mission and Program Overview

Mission

To encourage appropriate residential and commercial growth and development so as to preserve and/or enhance scenic values, air quality, water quality and availability, natural resources, traffic circulation and safety, and the general quality of life

To encourage appropriate residential and commercial growth and evelopment so as to preserve and/or enhance scenic values, air quality, water quality and availabiliy, natural resources, traffic circulation and safety and the general quality of life.

Program Services

DescriptionGrantsExpenses
Short-Term Rentals-$7,936
Rancho Canada 2-$7,020
Rancho Canada 1--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CS NOELPresidentFT$0--
RICK MANNINGVice PresidentPT$0--
SANDRA SCHACHTERSecretaryPT$0--
MARY-ELIZABETH MCCARTHYBoard MemberPT$0--
JOHN HEYLBoard MemberPT$0--
PRICILLA WALTONBoard MemberPT$0--
PAOLA BERTHOINBoard MemberPT$0--
MARIANNE GAWAINBoard MemberPT$0--
MARLENE MARTINBoard MemberPT$0--
ERIC SANDBoard MemberPT$0--
BOB SIEGFRIEDBoard MemberPT$0--
DICK STOTTBoard MemberFT$0--
ANDY SUDOLTreasurerPT$0--
JEFF WOODBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Carmel Valley Association Inc
EIN
94-1394038
Phone
8316591115
Address
P O BOX 157, CARMEL VALLEY, CA 93924

Signing Officer

Name
Andy Sudol
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Compass Financial Services Inc
Address
2511 Garden Road Suite B150, Monterey, CA 93940
Preparer
Debra Hill EA
Phone
8313244114
Supplemental Narrative

Additional Explanations

Other Revenue.1

“NEWSPAPER ADS $4520”

Other Expenses.1012

“Insurance $4267”

Other Expenses.1

“NEWSLETTER $16263”

Other Expenses.2

“Short term rentals $14956”

Other Expenses.3

“NATL HERITAGE COMM $2750”

Other Expenses.5

“RENT $1903”

Other Expenses.7

“COMMUNITY SUPPORT $500”

Other Expenses.8

“BULLETIN/WEBSITE $482”

Other Expenses.9

“OFFICE EXPENSE $408”

Other Expenses.10

“COMMUNICATION $160”

Other Expenses.11

“Reconciliation discrepancies $-379”

Other Assets.1

“PREPAID POSTAGE - Beginning $0 PREPAID POSTAGE - Ending $196”

Raw XML Appendix177 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/PersonNm0ANDY SUDOL
IRS990EZ/BooksInCareOfDetail/PhoneNum08316591115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 157
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093924
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062112
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059682
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046327
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02609
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062112
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059878
IRS990EZ/FundraisingGrossIncomeAmt04810
IRS990EZ/GrossReceiptsAmt056079
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0422
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062112
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059878
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CS NOEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA SCHACHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY-ELIZABETH MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN HEYL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PRICILLA WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAOLA BERTHOIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARIANNE GAWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARLENE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ERIC SAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BOB SIEGFRIED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DICK STOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANDY SUDOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JEFF WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0196
IRS990EZ/OtherChangesInNetAssetsAmt0310
IRS990EZ/OtherExpensesTotalAmt041310
IRS990EZ/OtherRevenueTotalAmt04520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To encourage appropriate residential and commercial growth and evelopment so as to preserve and/or enhance scenic values, air quality, water quality and availabiliy, natural resources, traffic circulation and safety and the general quality of life.
IRS990EZ/PrintingPublicationsPostageAmt04461
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rancho Canada 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rancho Canada 2
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Short-Term Rentals
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07020
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010243
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5433
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048380
IRS990EZ/TotalProgramServiceExpensesAmt014956
IRS990EZ/TotalRevenueAmt045836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CARMELVALLEYASSOCIATION.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEWSPAPER ADS $4520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $4267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER $16263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHORT TERM RENTALS $14956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NATL HERITAGE COMM $2750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENT $1903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SUPPORT $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BULLETIN/WEBSITE $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE EXPENSE $408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNICATION $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RECONCILIATION DISCREPANCIES $-379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PREPAID POSTAGE - Beginning $0 PREPAID POSTAGE - Ending $196
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY SUDOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL VALLEY ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0941394038
ReturnHeader/Filer/PhoneNum08316591115
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 157
ReturnHeader/Filer/USAddress/CityNm0CARMEL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474122906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Compass Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite B150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313244114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Hill EA
ReturnHeader/ReturnTs02025-05-15T14:31:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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