Civic Intelligence

Executive Council of Home Owners

EIN 94-2358995 • 501(c)6 • San Jose, CA

Profile

The organization's mission is the education of homeowner association board members and industry vendors to legal, financial and operational issues that effect California homeowner associations as well as making efforts to influence California legislation that effects homeowner associations.

5669 Snell Avenue 249San Jose, CA 95123

www.echo-ca.org

Siviq Scores

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

Liabilities / Assets

96th percentile

0.94x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

44th percentile

1.8%

Higher net margin than 44% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$234,283

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$224,201

Up $10,724 (+5.0%) from 2023

Liabilities

Down

$211,342

Down $5,075 (-2.3%) from 2023

Net Assets

Up

$12,859

Up $15,799 (+537%) from 2023

Revenue

Up

$618,986

Up $74,459 (+14%) from 2023

Expenses

Down

$607,698

Down $29,154 (-4.6%) from 2023

Net Income

Up

$11,288

Up $103,613 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $435,030Liabilities 2011: $0Net Assets 2011: $435,0302011Assets 2012: $342,269Liabilities 2012: $0Net Assets 2012: $342,2692012Assets 2013: $351,302Liabilities 2013: $83,736Net Assets 2013: $267,5662013Assets 2014: $283,817Liabilities 2014: $87,647Net Assets 2014: $196,1702014Assets 2015: $254,445Liabilities 2015: $132,455Net Assets 2015: $121,9902015Assets 2016: $240,576Liabilities 2016: $127,854Net Assets 2016: $112,7222016Assets 2017: $226,050Liabilities 2017: $115,649Net Assets 2017: $110,4012017Assets 2018: $268,014Liabilities 2018: $120,076Net Assets 2018: $147,9382018Assets 2019: $329,136Liabilities 2019: $141,082Net Assets 2019: $188,0542019Assets 2020: $392,448Liabilities 2020: $200,457Net Assets 2020: $191,9912020Assets 2021: $558,890Liabilities 2021: $187,378Net Assets 2021: $371,5122021Assets 2022: $257,614Liabilities 2022: $168,229Net Assets 2022: $89,3852022Assets 2023: $213,477Liabilities 2023: $216,417Net Assets 2023: -$2,9402023Assets 2024: $224,201Liabilities 2024: $211,342Net Assets 2024: $12,8592024

Highlighted filing

2024

Assets$224,201
Liabilities$211,342
Net Assets$12,859

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,023,038Expenses 2011: $1,101,593Net Income 2011: -$78,5552011Revenue 2012: $994,872Expenses 2012: $1,105,535Net Income 2012: -$110,6632012Revenue 2013: $1,039,617Expenses 2013: $1,082,715Net Income 2013: -$43,0982013Revenue 2014: $946,185Expenses 2014: $1,022,218Net Income 2014: -$76,0332014Revenue 2015: $851,020Expenses 2015: $927,975Net Income 2015: -$76,9552015Revenue 2016: $751,673Expenses 2016: $760,942Net Income 2016: -$9,2692016Revenue 2017: $714,994Expenses 2017: $717,315Net Income 2017: -$2,3212017Revenue 2018: $763,076Expenses 2018: $728,059Net Income 2018: $35,0172018Revenue 2019: $815,131Expenses 2019: $766,496Net Income 2019: $48,6352019Revenue 2020: $579,964Expenses 2020: $576,027Net Income 2020: $3,9372020Revenue 2021: $780,981Expenses 2021: $601,460Net Income 2021: $179,5212021Revenue 2022: $334,879Expenses 2022: $617,006Net Income 2022: -$282,1272022Revenue 2023: $544,527Expenses 2023: $636,852Net Income 2023: -$92,3252023Revenue 2024: $618,986Expenses 2024: $607,698Net Income 2024: $11,2882024

Highlighted filing

2024

Revenue$618,986
Expenses$607,698
Net Income$11,288

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.21$0.01$0.62$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.22$0.00$0.54$0.64$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.17$0.09$0.33$0.62$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.19$0.37$0.78$0.60$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.20$0.19$0.58$0.58$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.14$0.19$0.82$0.77$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.12$0.15$0.76$0.73$0.04
2017Summary only. Only limited summary data is available for this year.$0.23$0.12$0.11$0.71$0.72$0.00
2016Summary only. Only limited summary data is available for this year.$0.24$0.13$0.11$0.75$0.76$0.01
2015Summary only. Only limited summary data is available for this year.$0.25$0.13$0.12$0.85$0.93$0.08
2014Summary only. Only limited summary data is available for this year.$0.28$0.09$0.20$0.95$1.02$0.08
2013Summary only. Only limited summary data is available for this year.$0.35$0.08$0.27$1.04$1.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.99$1.11$0.11
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.02$1.10$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$618,986
Mission and Program Overview

Mission

The organization's mission is the education of homeowner association board members and industry vendors to legal, financial and operational issues that effect California homeowner associations as well as making efforts to influence California legislation that effects homeowner associations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,167$200,031▲ $4,864
Intangible Assets$12,046$17,250▲ $5,204
Rtn Earn Endowment Incm Other Fnds$-2,940$12,859▲ $15,799
Prepaid Expenses and Deferred Charges$4,775$4,080▼ $695
Accounts Receivable$1,100$2,840▲ $1,740
Land, Buildings, and Equipment, Net$389$0▼ $389
Savings and Temporary Cash Investments-$0-
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$213,477$224,201▲ $10,724
Other Assets Total-$0-
Liabilities
Deferred Revenue$150,334$147,345▼ $2,989
Accounts Payable and Accrued Expenses$66,083$63,997▼ $2,086
Total Liabilities$216,417$211,342▼ $5,075
Net Assets / Fund Balance
Total Net Assets Fund Balance$-2,940$12,859▲ $15,799
Total Liabilities and Net Assets / Fund Balance$213,477$224,201▲ $10,724

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$12,197$12,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David ZepponiExecutive DirectorFT$188,764$45,519$234,283

Board Members and Trustees

NameTitle
Adam HaneyPresident
Mark GuithuesVice President
Ali NekumaneshDirector
John GillDirector
Kelly ZibellDirector
Louis SarmientoDirector
Nathan McGuireDirector
Rolf CrockerDirector
Sarah DuniaDirector
Spencer EdgettDirector
Brian CampisiSecretary
David LevyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,686
Program Service Revenue
$267,877
Investment Income
$423
Other Revenue
$0
Change in Net Assets
$11,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$414,501
Other Expenses$193,197
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$234,283
Other Salaries and Wages---$138,214
Information Technology---$29,482
Payroll Taxes---$26,366
Other Employee Benefits---$15,638
Fees for Services Accounting---$12,000
All Other Expenses---$10,992
Insurance---$10,369
Travel---$7,691
Office Expenses---$6,807
Other Expenses---$5,927
Occupancy---$4,062
Advertising---$2,068
Total Functional Expenses$0$0$0$607,698
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
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization's membership is comprised of homeowner association industry vendors and homeowner associations.

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

The board treasurer reviews the Form 990 before signing and filing the return.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Executive Council Of Home Owners
EIN
94-2358995
Phone
4082973246
Address
5669 Snell Avenue 249, San Jose, CA 95123

Signing Officer

Name
David Levy
Title
Treasurer
Signed
2025-10-09

Organization Details

Formed
1973
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
5
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0350686
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization's mission is the education of homeowner association board members and industry vendors to legal, financial and operational issues that effect California homeowner associations as well as making efforts to influence California legislation that effects homeowner associations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-2940
IRS990/NetAssetsOrFundBalancesEOYAmt012859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt011821
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt04062
IRS990/OfficeExpensesGrp/TotalAmt06807
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015638
IRS990/OtherExpensesGrp/Desc0Publication expense
IRS990/OtherExpensesGrp/Desc1Seminar expense
IRS990/OtherExpensesGrp/Desc2Bank fees
IRS990/OtherExpensesGrp/Desc3Payroll processing
IRS990/OtherExpensesGrp/TotalAmt065096
IRS990/OtherExpensesGrp/TotalAmt123594
IRS990/OtherExpensesGrp/TotalAmt215109
IRS990/OtherExpensesGrp/TotalAmt35927
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0138214
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt026366
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04775
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04080
IRS990/PriorPeriodAdjustmentsAmt04511
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Events
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous
IRS990/ProgramServiceRevenueGrp/Desc2Publication advertising
IRS990/ProgramServiceRevenueGrp/Desc3Seminars
IRS990/ProgramServiceRevenueGrp/Desc4Web advertising
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118789
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt227848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt253880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt439835
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt053880
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt139835
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0323131
IRS990/PYInvestmentIncomeAmt0400
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0237548
IRS990/PYProgramServiceRevenueAmt0220996
IRS990/PYRevenuesLessExpensesAmt0-92325
IRS990/PYSalariesCompEmpBnftPaidAmt0399304
IRS990/PYTotalExpensesAmt0636852
IRS990/PYTotalRevenueAmt0544527
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011288
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-2940
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012859
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012197
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012197
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0188764
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt039879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0David Zepponi
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0234283
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's membership is comprised of homeowner association industry vendors and homeowner associations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board treasurer reviews the Form 990 before signing and filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0213477
IRS990/TotalAssetsEOYAmt0224201
IRS990/TotalAssetsGrp/BOYAmt0213477
IRS990/TotalAssetsGrp/EOYAmt0224201
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0350686
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0607698
IRS990/TotalGrossUBIAmt093715
IRS990/TotalLiabilitiesBOYAmt0216417
IRS990/TotalLiabilitiesEOYAmt0211342
IRS990/TotalLiabilitiesGrp/BOYAmt0216417
IRS990/TotalLiabilitiesGrp/EOYAmt0211342
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2940
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012859
IRS990/TotalOtherCompensationAmt045519
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt012037
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt012037
IRS990/TotalProgramServiceRevenueAmt0267877
IRS990/TotalReportableCompFromOrgAmt0188764
IRS990/TotalRevenueGrp/ExclusionAmt0423
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0174162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0618986
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt093715
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0213477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224201
IRS990/TravelGrp/TotalAmt07691
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05669 Snell Avenue 249
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095123
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.echo-ca.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Levy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Executive Council Of Home Owners
ReturnHeader/Filer/BusinessNameControlTxt0EXEC
ReturnHeader/Filer/EIN0942358995
ReturnHeader/Filer/PhoneNum04082973246
ReturnHeader/Filer/USAddress/AddressLine1Txt05669 Snell Avenue 249
ReturnHeader/Filer/USAddress/CityNm0San Jose

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