Civic Intelligence

Sunny Glen Senior Community Inc

EIN 94-6100111 • 501(c)4 • San Ramon, CA

Profile

The organization is a 229 unit California homeowner association that provides management and maintenance to the common area property.

9000 Craydon CircleSan Ramon, CA 94583

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

8th percentile

-112%

Higher net margin than 8% 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

14th percentile

-64%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

14th percentile

-59%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Down

$95,415

Down $173,189 (-64%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$95,415

Down $173,189 (-64%) from 2023

Revenue

Down

$204,373

Down $298,798 (-59%) from 2023

Expenses

Down

$434,072

Down $13,068 (-2.9%) from 2023

Net Income

Down

-$229,699

Down $285,730 (-510%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $479,569Liabilities 2011: $02011Assets 2012: $487,666Liabilities 2012: $02012Assets 2013: $486,295Liabilities 2013: $02013Assets 2014: $499,703Liabilities 2014: $0Net Assets 2014: $499,7032014Assets 2015: $496,010Liabilities 2015: $0Net Assets 2015: $496,0102015Assets 2016: $487,470Liabilities 2016: $02016Assets 2018: $486,883Liabilities 2018: $02018Assets 2019: $489,529Liabilities 2019: $02019Assets 2020: $516,321Liabilities 2020: $02020Assets 2021: $205,612Liabilities 2021: $6,359Net Assets 2021: $199,2532021Assets 2022: $218,932Liabilities 2022: $6,359Net Assets 2022: $212,5732022Assets 2023: $268,604Liabilities 2023: $0Net Assets 2023: $268,6042023Assets 2024: $95,415Liabilities 2024: $0Net Assets 2024: $95,4152024

Highlighted filing

2024

Assets$95,415
Liabilities$0
Net Assets$95,415

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $76,695Expenses 2011: $71,886Net Income 2011: $4,8092011Revenue 2012: $83,924Expenses 2012: $75,827Net Income 2012: $8,0972012Revenue 2013: $79,102Expenses 2013: $80,474Net Income 2013: -$1,3722013Revenue 2014: $83,694Expenses 2014: $70,286Net Income 2014: $13,4082014Revenue 2015: $81,472Expenses 2015: $85,165Net Income 2015: -$3,6932015Revenue 2016: $81,608Expenses 2016: $90,669Net Income 2016: -$9,0612016Revenue 2018: $90,104Expenses 2018: $100,836Net Income 2018: -$10,7322018Revenue 2019: $91,972Expenses 2019: $89,327Net Income 2019: $2,6452019Revenue 2020: $93,467Expenses 2020: $65,787Net Income 2020: $27,6802020Revenue 2021: $95,023Expenses 2021: $97,224Net Income 2021: -$2,2012021Revenue 2022: $113,375Expenses 2022: $100,055Net Income 2022: $13,3202022Revenue 2023: $503,171Expenses 2023: $447,140Net Income 2023: $56,0312023Revenue 2024: $204,373Expenses 2024: $434,072Net Income 2024: -$229,6992024

Highlighted filing

2024

Revenue$204,373
Expenses$434,072
Net Income-$229,699

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.04$4.34$2.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$5.03$4.47$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.06$2.13$1.13$1.00$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.06$1.99$0.95$0.97$0.02
2020Summary only. Only limited summary data is available for this year.$5.16$0.00$0.93$0.66$0.28
2019Summary only. Only limited summary data is available for this year.$4.90$0.00$0.92$0.89$0.03
2018Summary only. Only limited summary data is available for this year.$4.87$0.00$0.90$1.01$0.11
2016Summary only. Only limited summary data is available for this year.$4.87$0.00$0.82$0.91$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.81$0.85$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.84$0.70$0.13
2013Summary only. Only limited summary data is available for this year.$4.86$0.00$0.79$0.80$0.01
2012Summary only. Only limited summary data is available for this year.$4.88$0.00$0.84$0.76$0.08
2011Summary only. Only limited summary data is available for this year.$4.80$0.00$0.77$0.72$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 23, 2026
Return Version
2024v5.2
Gross Receipts
$204,373
Mission and Program Overview

Mission

The organization is a 229 unit California homeowner association that provides management and maintenance to the common area property.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$268,604$95,415▼ $173,189
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$268,604$95,415▼ $173,189
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$268,604$95,415▼ $173,189
Total Net Assets Fund Balance$268,604$95,415▼ $173,189
Total Liabilities and Net Assets / Fund Balance$268,604$95,415▼ $173,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark BallockPresident
Allison GannonVice President
Brian CottonDirector
Heidi LouewartSecretary
Marianne DimickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,614
Program Service Revenue
$24,584
Investment Income
$175
Other Revenue
$0
Change in Net Assets
$-229,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$434,072
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
All Other Expenses$34,894$15,661-$50,555
Office Expenses-$22,258-$22,258
Other Expenses$16,626--$16,626
Insurance-$7,516-$7,516
Total Functional Expenses$388,637$45,435$0$434,072
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
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
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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sunny Glen Senior Community Inc
EIN
94-6100111
Phone
5105039326
Address
9000 Craydon Circle, San Ramon, CA 94583

Signing Officer

Name
Mark Ballock
Title
President
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ballock
Formed
1963
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Bank fees: Column (A) - Total = $2785; Column (B) - Program Services = $0; Column (C) - Management & General = $2785; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

janitorial: Column (A) - Total = $8068; Column (B) - Program Services = $8068; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Legal, accounting and consult: Column (A) - Total = $6390; Column (B) - Program Services = $0; Column (C) - Management & General = $6390; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Newsletter: Column (A) - Total = $1580; Column (B) - Program Services = $0; Column (C) - Management & General = $1580; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Pool and spa: Column (A) - Total = $12324; Column (B) - Program Services = $12324; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Security: Column (A) - Total = $14502; Column (B) - Program Services = $14502; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

social functions: Column (A) - Total = $3664; Column (B) - Program Services = $0; Column (C) - Management & General = $3664; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Web site maintenance: Column (A) - Total = $1242; Column (B) - Program Services = $0; Column (C) - Management & General = $1242; Column (D) - Fundraising = $0

Raw XML Appendix344 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Heidi Louewart
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IRS990/Form990PartVIISectionAGrp/PersonNm3Marianne Dimick
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees: Column (A) - Total = $2785; Column (B) - Program Services = $0; Column (C) - Management & General = $2785; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5janitorial: Column (A) - Total = $8068; Column (B) - Program Services = $8068; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Legal, accounting and consult: Column (A) - Total = $6390; Column (B) - Program Services = $0; Column (C) - Management & General = $6390; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Newsletter: Column (A) - Total = $1580; Column (B) - Program Services = $0; Column (C) - Management & General = $1580; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Pool and spa: Column (A) - Total = $12324; Column (B) - Program Services = $12324; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Security: Column (A) - Total = $14502; Column (B) - Program Services = $14502; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10social functions: Column (A) - Total = $3664; Column (B) - Program Services = $0; Column (C) - Management & General = $3664; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Web site maintenance: Column (A) - Total = $1242; Column (B) - Program Services = $0; Column (C) - Management & General = $1242; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0268604
IRS990/TotalAssetsEOYAmt095415
IRS990/TotalAssetsGrp/BOYAmt0268604
IRS990/TotalAssetsGrp/EOYAmt095415
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0179614
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0388637
IRS990/TotalFunctionalExpensesGrp/TotalAmt0434072
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0268604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095415
IRS990/TotalProgramServiceExpensesAmt0388637
IRS990/TotalProgramServiceRevenueAmt024584
IRS990/TotalRevenueGrp/ExclusionAmt0175
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024584
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204373
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0268604
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt095415
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09000 Craydon Circle
IRS990/USAddress/CityNm0San Ramon
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094583
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Ballock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sunny Glen Senior Community Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUNN
ReturnHeader/Filer/EIN0946100111
ReturnHeader/Filer/PhoneNum05105039326
ReturnHeader/Filer/USAddress/AddressLine1Txt09000 Craydon Circle
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331954136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Levy Erlanger Advisors LLC
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/ReturnTs02026-01-23T16:37:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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