Civic Intelligence

Sun Park Lake San Marcos Unit 1

990EZ • Fiscal year 2016 • EIN 95-2321652

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 21, 2017

Organization ProfileN/A
1589 LA Casita DrSan Marcos, CA 92078

(760) 212-9247

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

35th percentile

-1.3%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

29th percentile

-5.1%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

4.7%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,591

Down $1,220 (-5.1%) from 2015

Net Assets

$22,591

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$91,274

Up $4,094 (+4.7%) from 2015

Expenses

Up

$92,480

Up $9,330 (+11%) from 2015

Net Income

Down

-$1,206

Down $5,236 (-130%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $13,961Net Assets 2011: $13,9612011Assets 2012: $12,808Net Assets 2012: $12,8082012Assets 2013: $7,247Net Assets 2013: $7,2472013Assets 2014: $19,731Liabilities 2014: $02014Assets 2015: $23,811Liabilities 2015: $02015Assets 2016: $22,591Net Assets 2016: $22,5912016Assets 2017: $44,217Liabilities 2017: $3,403Net Assets 2017: $40,8142017Assets 2018: $64,856Liabilities 2018: $1,3202018Assets 2019: $10,224Liabilities 2019: $800Net Assets 2019: $9,4242019Assets 2020: $19,975Liabilities 2020: $533Net Assets 2020: $19,4422020Assets 2021: $23,252Liabilities 2021: $642Net Assets 2021: $22,6102021Assets 2022: $40,979Liabilities 2022: $2,285Net Assets 2022: $38,6942022Assets 2023: $56,296Liabilities 2023: $02023

Highlighted filing

2016

Assets$22,591
Liabilities-
Net Assets$22,591
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $60,885Expenses 2011: $69,516Net Income 2011: -$8,6312011Revenue 2012: $73,737Expenses 2012: $75,070Net Income 2012: -$1,3332012Revenue 2013: $74,545Expenses 2013: $80,106Net Income 2013: -$5,5612013Revenue 2014: $85,584Expenses 2014: $73,011Net Income 2014: $12,5732014Revenue 2015: $87,180Expenses 2015: $83,150Net Income 2015: $4,0302015Revenue 2016: $91,274Expenses 2016: $92,480Net Income 2016: -$1,2062016Revenue 2017: $96,426Expenses 2017: $78,203Net Income 2017: $18,2232017Revenue 2018: $95,822Expenses 2018: $73,100Net Income 2018: $22,7222018Revenue 2019: $98,430Expenses 2019: $152,542Net Income 2019: -$54,1122019Revenue 2020: $108,968Expenses 2020: $98,950Net Income 2020: $10,0182020Revenue 2021: $108,152Expenses 2021: $104,984Net Income 2021: $3,1682021Revenue 2022: $115,440Expenses 2022: $99,356Net Income 2022: $16,0842022Revenue 2023: $127,504Expenses 2023: $109,902Net Income 2023: $17,6022023

Highlighted filing

2016

Revenue$91,274
Expenses$92,480
Net Income-$1,206
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 21, 2017
Return Version
2016v3.0
Gross Receipts
$94,049
Mission and Program Overview

Mission

The sun park unit 1 has the mission of beatification and maintenance of the facilities and grounds of sun park unit 1 condominium, providing for security and providing activities for the membership.

Program Services

DescriptionGrantsExpenses
CONTINUED GROUNDS MAINTENANCE AND IMPROVMENT PROGRAMS.COMPLETED EXTENSIVE MALL REPAIR AND LANDSCAPING.PROVIDED FOR SECURITY SERVICE.HOSTED MEMBERSHIP ACTIVITIES.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN BALDWINPresidentPT$0--
BILL WHITEHEADVice President-$0--
SANDY PARKERSecretaryPT$0--
JOHN DEMAREETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sun Park Unit 1
EIN
95-2321652
Phone
7602129247
Address
1589 LA CASITA DR, SAN MARCOS, CA 92078

Signing Officer

Name
John Demaree
Title
Treasurer
Signed
2017-03-21
Discuss with paid preparer
Yes

Preparer

Firm
A2Z Bookkeeping & Tax Service Inc
Address
955 Boardwalk Suite 305, San Marcos, CA 92078
Preparer
Charles K Ables EA
Phone
7604719229
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2718”

Other Expenses.1012

“Insurance $6171”

Form 990-ez, Part IV - Officer Compensation

“All officers are volunteers and receive no compensation or benefits.”

Raw XML Appendix106 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN DEMAREE TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07602129247
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01589 LA CASITA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1206
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024746
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023811
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022591
IRS990EZ/FundraisingGrossIncomeAmt03235
IRS990EZ/GrossReceiptsAmt094049
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt089546
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023811
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022591
IRS990EZ/OccupancyRentUtltsAndMaintAmt058845
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN DEMAREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-14
IRS990EZ/OtherExpensesTotalAmt08889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SUN PARK UNIT 1 HAS THE MISSION OF BEATIFICATION AND MAINTENANCE OF THE FACILITIES AND GROUNDS OF SUN PARK UNIT 1 CONDOMINIUM, PROVIDING FOR SECURITY AND PROVIDING ACTIVITIES FOR THE MEMBERSHIP.
IRS990EZ/ProgramServiceRevenueAmt01250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED GROUNDS MAINTENANCE AND IMPROVMENT PROGRAMS.COMPLETED EXTENSIVE MALL REPAIR AND LANDSCAPING.PROVIDED FOR SECURITY SERVICE.HOSTED MEMBERSHIP ACTIVITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02775
IRS990EZ/SpecialEventsNetIncomeLossAmt0460
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092480
IRS990EZ/TotalRevenueAmt091274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $6171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS ARE VOLUNTEERS AND RECEIVE NO COMPENSATION OR BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART IV - OFFICER COMPENSATION
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEMAREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN PARK UNIT 1
ReturnHeader/Filer/BusinessNameControlTxt0SUNP
ReturnHeader/Filer/EIN0952321652
ReturnHeader/Filer/PhoneNum07602129247
ReturnHeader/Filer/USAddress/AddressLine1Txt01589 LA CASITA DR
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A2Z Bookkeeping & Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0955 Boardwalk Suite 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07604719229
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles K Ables EA
ReturnHeader/ReturnTs02017-03-21T16:54:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,591
Liabilities
-
Net assets
$22,591
Revenue
$91,274
Expenses
$92,480
Net income
-$1,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.56$0.00$1.28$1.10$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.02$0.39$1.15$0.99$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.01$0.23$1.08$1.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$1.09$0.99$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.01$0.09$0.98$1.53$0.54
2018Summary only. Only limited summary data is available for this year.$0.65$0.01$0.96$0.73$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.03$0.41$0.96$0.78$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.91$0.92$0.01
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.87$0.83$0.04
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.86$0.73$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.75$0.80$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.74$0.75$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.61$0.70$0.09