Civic Intelligence

Wild Horse Valley Association Inc

EIN 94-1749845 • 501(c)7 • Danville, CA

Profile

The organization is a homeowners association formed to maintain, repair and replace the common areas on behalf of the membership.

315 Diablo Road Suite 221Danville, CA 94526

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.60x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

1.24x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

88th percentile

29%

Higher net margin than 88% 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

55th percentile

2.4%

Faster asset growth than 55% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$375,498

Up $86,552 (+30%) from 2022

Liabilities

Up

$280,873

Up $74,233 (+36%) from 2022

Net Assets

Up

$94,625

Up $12,319 (+15%) from 2022

Operations
Liabilities / Revenue96th percentileNet Margin88th percentile

Revenue

Up

$141,026

Up $7,569 (+5.7%) from 2022

Expenses

Up

$128,698

Up $9,644 (+8.1%) from 2022

Net Income

Down

$12,328

Down $2,075 (-14%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2011: $160,525Liabilities 2011: $4,5422011Assets 2012: $200,311Liabilities 2012: $5,7072012Assets 2013: $214,128Liabilities 2013: $4,5322013Assets 2014: $174,404Liabilities 2014: $9,879Net Assets 2014: $164,5252014Assets 2015: $175,857Liabilities 2015: $6,8282015Assets 2016: $199,153Liabilities 2016: $5,0892016Assets 2017: $158,466Liabilities 2017: $2,0782017Assets 2018: $165,492Liabilities 2018: $8,192Net Assets 2018: $157,3002018Assets 2019: $203,169Liabilities 2019: $182,246Net Assets 2019: $20,9232019Assets 2020: $174,043Liabilities 2020: $137,663Net Assets 2020: $36,3802020Assets 2021: $229,768Liabilities 2021: $161,865Net Assets 2021: $67,9032021Assets 2022: $288,946Liabilities 2022: $206,640Net Assets 2022: $82,3062022Assets 2023: $375,498Liabilities 2023: $280,873Net Assets 2023: $94,6252023

Highlighted filing

2023

Assets$375,498
Liabilities$280,873
Net Assets$94,625
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $138,495Expenses 2011: $98,233Net Income 2011: $40,2622011Revenue 2012: $151,521Expenses 2012: $112,901Net Income 2012: $38,6202012Revenue 2013: $141,093Expenses 2013: $126,100Net Income 2013: $14,9932013Revenue 2014: $139,269Expenses 2014: $184,340Net Income 2014: -$45,0712014Revenue 2015: $137,652Expenses 2015: $133,149Net Income 2015: $4,5032015Revenue 2016: $153,218Expenses 2016: $128,183Net Income 2016: $25,0352016Revenue 2017: $138,489Expenses 2017: $176,165Net Income 2017: -$37,6762017Revenue 2018: $144,155Expenses 2018: $143,243Net Income 2018: $9122018Revenue 2019: $124,578Expenses 2019: $123,733Net Income 2019: $8452019Revenue 2020: $212,703Expenses 2020: $197,246Net Income 2020: $15,4572020Revenue 2021: $146,566Expenses 2021: $115,043Net Income 2021: $31,5232021Revenue 2022: $133,457Expenses 2022: $119,054Net Income 2022: $14,4032022Revenue 2023: $141,026Expenses 2023: $128,698Net Income 2023: $12,3282023

Highlighted filing

2023

Revenue$141,026
Expenses$128,698
Net Income$12,328
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,498
Liabilities
$280,873
Net assets
$94,625
Revenue
$141,026
Expenses
$128,698
Net income
$12,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.75$2.81$0.95$1.41$1.29$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.89$2.07$0.82$1.33$1.19$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.30$1.62$0.68$1.47$1.15$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.74$1.38$0.36$2.13$1.97$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.03$1.82$0.21$1.25$1.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.57$1.44$1.43$0.01
2017Summary only. Only limited summary data is available for this year.$1.58$0.02$1.38$1.76$0.38
2016Summary only. Only limited summary data is available for this year.$1.99$0.05$1.53$1.28$0.25
2015Summary only. Only limited summary data is available for this year.$1.76$0.07$1.38$1.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.10$1.65$1.39$1.84$0.45
2013Summary only. Only limited summary data is available for this year.$2.14$0.05$1.41$1.26$0.15
2012Summary only. Only limited summary data is available for this year.$2.00$0.06$1.52$1.13$0.39
2011Summary only. Only limited summary data is available for this year.$1.61$0.05$1.38$0.98$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Gross Receipts
$141,026
Mission and Program Overview

Mission

The Association was organized to provide its members with social, recreational, and community amenities, including a swimming pool, tennis courts, a clubhouse, open space trails, and related common area facilities. The Association maintains, repairs, and replaces common area property in furtherance of these recreational and social purposes.

The organization was formed to maintain, repair and replace the common area property.

Program Services

DescriptionGrantsExpenses
The organization was formed to maintain, repair and replace the common area property of a 97 unit homeowner association.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aida GoodTreasurer-$0--
David GershikPresident-$0--
Michael ColemanVice President-$0--
Jessica TevisDirector-$0--
Michelle RobertsSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wild Horse Valley Association Inc
EIN
94-1749845
Phone
9257433080
Address
315 Diablo Road Suite 221, Danville, CA 94526

Signing Officer

Name
David Gershik
Title
President
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Levy Erlanger & Company LLP
Address
100 Montgomery St Ste 715, San Francisco, CA 94104
Preparer
William S Erlanger
Phone
4159819350
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Late charges and other income $3875”

Other Expenses.1002

“Office Expenses $20514”

Other Expenses.1012

“Insurance $6798”

Other Expenses.1

“Landscape services $32626”

Other Expenses.2

“Utilities $14961”

Other Expenses.3

“Pool maintenance $10607”

Other Expenses.4

“janitorial $8076”

Other Expenses.5

“Clubhouse maintenance $6507”

Other Expenses.6

“Taxes and permits $1905”

Other Expenses.7

“Legal, accounting and consult $1750”

Other Expenses.8

“Other facilities maintenance $1446”

Other Expenses.9

“Other major repairs $1338”

Other Expenses.10

“Reserve study $975”

Other Expenses.11

“Federal income tax $511”

Other Expenses.12

“State income tax $236”

Other Assets.1005

“Accounts Receivable - Beginning $1117 Accounts Receivable - Ending $1361”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $7876 Prepaid Expenses and Deferred Charges - Ending $12507”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1307 Accounts Payable and Accrued Expenses - Ending $1698”

Total Liabilities.1003

“Deferred Revenue - Beginning $6892 Deferred Revenue - Ending $7468”

Total Liabilities.1

“Contract liabilities - Beginning $198441 Contract liabilities - Ending $271707”

Raw XML Appendix162 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/PersonNm0Common Interest Mgmt Services
IRS990EZ/BooksInCareOfDetail/PhoneNum09257433080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 Diablo Road Suite 221
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Danville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0279953
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0361630
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132058
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012328
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020448
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0288946
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0375498
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0141026
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05093
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082306
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082306
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Aida Good
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Gershik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Tevis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08993
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013868
IRS990EZ/OtherChangesInNetAssetsAmt0-9
IRS990EZ/OtherExpensesTotalAmt0108250
IRS990EZ/OtherRevenueTotalAmt03875
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization was formed to maintain, repair and replace the common area property.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization was formed to maintain, repair and replace the common area property of a 97 unit homeowner association.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0206640
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0280873
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0128698
IRS990EZ/TotalRevenueAmt0141026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Late charges and other income $3875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $20514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Landscape services $32626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities $14961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Pool maintenance $10607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6janitorial $8076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Clubhouse maintenance $6507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Taxes and permits $1905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Legal, accounting and consult $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other facilities maintenance $1446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other major repairs $1338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Reserve study $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Federal income tax $511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14State income tax $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $1117 Accounts Receivable - Ending $1361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid Expenses and Deferred Charges - Beginning $7876 Prepaid Expenses and Deferred Charges - Ending $12507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $1307 Accounts Payable and Accrued Expenses - Ending $1698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Deferred Revenue - Beginning $6892 Deferred Revenue - Ending $7468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Contract liabilities - Beginning $198441 Contract liabilities - Ending $271707
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Gershik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wild Horse Valley Association Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Common Interest Management Services
ReturnHeader/Filer/BusinessNameControlTxt0WILD
ReturnHeader/Filer/EIN0941749845
ReturnHeader/Filer/PhoneNum09257433080
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 Diablo Road Suite 221
ReturnHeader/Filer/USAddress/CityNm0Danville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943305207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Levy Erlanger & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Montgomery St Ste 715
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159819350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William S Erlanger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-03T05:52:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gershik
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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