Civic Intelligence

Sun Park Lake San Marcos Unit 1

990EZ • Fiscal year 2021 • EIN 95-2321652

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 16, 2022

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

(760) 212-9248

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

45th percentile

2.9%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-0.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$23,252

Up $3,277 (+16%) from 2020

Net Assets

Up

$22,610

Up $3,168 (+16%) from 2020

Liabilities

Up

$642

Up $109 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$108,152

Down $816 (-0.7%) from 2020

Expenses

Up

$104,984

Up $6,034 (+6.1%) from 2020

Net Income

Down

$3,168

Down $6,850 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$23,252
Liabilities$642
Net Assets$22,610
Open 2021 Filing

Operations Trend

Revenue Growth42nd 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

2021

Revenue$108,152
Expenses$104,984
Net Income$3,168
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 16, 2022
Return Version
2021v4.0
Gross Receipts
$108,152
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.

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

Program Services

DescriptionGrantsExpenses
CONTINUED GROUNDS MAINTENANCE AND IMPROVEMENT PROGRAMSCOMPLETED EXTENSIVE MALL REPAIR AND LANDSCAPINGPROVIDED FOR SECURITY SERVICEHOSTED MEMBERSHIP ACTIVITIES--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynda DemareePresidentPT$0--
CINDY GEBBIESecretaryPT$0--
LORMA RAMMONMall DirectorPT$0--
LOIS MATZTreasurerPT$0--
BUDDY FLYNNVice PresidentPT$0--
BILL WHITEHEADClubhouse DirecPT$0--
Filing and Contact Details

Filer

Filer Name
Sun Park Lake San Marcos Unit 1
EIN
95-2321652
Phone
7602129248
Address
1589 LA CASITA DRIVE, SAN MARCOS, CA 92078

Signing Officer

Name
Lynda Demaree
Title
President
Signed
2022-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Beck and Company Cpas Inc
Address
701 Palomar Airport Road Suite 300, Carlsbad, CA 92011
Preparer
Gerry Beck CPA Mbt
Phone
7602952251
Supplemental Narrative

Additional Explanations

Other Expenses.1

“INSURANCE $8949”

Other Expenses.2

“OFFICE $2539”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $69 Prepaid Expenses and Deferred Charges - Ending $111”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $533 Accounts Payable and Accrued Expenses - Ending $642”

Raw XML Appendix128 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/PersonNm0Lynda Demaree
IRS990EZ/BooksInCareOfDetail/PhoneNum07602129248
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01589 LA CASITA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023141
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03168
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01950
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019975
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023252
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0108152
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0108151
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022610
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022610
IRS990EZ/OccupancyRentUtltsAndMaintAmt091546
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lynda Demaree
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY GEBBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORMA RAMMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOIS MATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BUDDY FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MALL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CLUBHOUSE DIREC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt069
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0111
IRS990EZ/OtherExpensesTotalAmt011488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SUN PARK UNIT 1 HAS THE MISSION OF BEAUTIFICATION AND MAINTENANCE OF THE FACILITIES AND GROUNDS OF THE PLANNED UNIT DEVELOPMENT, PROVIDING FOR SECURITY AND PROVIDING ACTIVITIES FOR THE MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED GROUNDS MAINTENANCE AND IMPROVEMENT PROGRAMSCOMPLETED EXTENSIVE MALL REPAIR AND LANDSCAPINGPROVIDED FOR SECURITY SERVICEHOSTED MEMBERSHIP ACTIVITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0533
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0642
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0104984
IRS990EZ/TotalRevenueAmt0108152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE $8949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE $2539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses and Deferred Charges - Beginning $69 Prepaid Expenses and Deferred Charges - Ending $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $533 Accounts Payable and Accrued Expenses - Ending $642
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynda Demaree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN PARK LAKE SAN MARCOS UNIT 1
ReturnHeader/Filer/BusinessNameControlTxt0SUNP
ReturnHeader/Filer/EIN0952321652
ReturnHeader/Filer/PhoneNum07602129248
ReturnHeader/Filer/USAddress/AddressLine1Txt01589 LA CASITA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202711526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECK AND COMPANY CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 Palomar Airport Road Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092011
ReturnHeader/PreparerPersonGrp/PhoneNum07602952251
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERRY BECK CPA MBT
ReturnHeader/ReturnTs02022-07-15T12:10:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lynda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Demaree
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,252
Liabilities
$642
Net assets
$22,610
Revenue
$108,152
Expenses
$104,984
Net income
$3,168
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
2021Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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