Nonprofit · EIN 33-0237322
LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION
Tax-exempt · SAN MARCOS, CA 92078
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $133,202 | $163,222 | -$30,020 | $133,596 | $0 | $133,596 |
| June 30, 2024 | 990-EZ | $123,419 | $105,480 | $17,939 | $163,616 | $0 | $163,616 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $133,016
- Program service revenue
- $0
- Investment income
- $186
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $2,820
- Occupancy
- $154,882
- Printing, publications and postage
- $546
- Other expenses
- $4,974
Balance sheet and other
- Total assets, start of year
- $163,616
- Total assets, end of year
- $133,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $133,596
- Cash, savings and investments
- $133,596
- Gross receipts
- $133,202
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monty Farrow | President | 3 | $0 |
| Patricia Haugen | CFO | 4 | $0 |
| Daniel Omniewski | Secretary | 2 | $0 |
| Larry Harker | Facilities Manager | 4 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nanda Daz | President | 3 | $0 |
| Patricia Haugen | CFO | 4 | $0 |
| Daniel Omniewski | Secretary | 2 | $0 |
| Gary Edwards | Landscaping | 2 | $0 |
| Alice Seivertson | Socials | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1511 SAN PABLO DR, SAN MARCOS, CA 92078-4713
- Signed the 990-EZ
- Pat Haugen, CFO
- Phone
- (925) 348-3834
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0237322 or by the name LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Maintain common areas, recreation green belt with pool and putting green for Property Owners Association of 54 homes.
Program accomplishments
- Maintain and upgrade common areas, green belt with pool for 54 homes and residents.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0237322
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $133,596
- Income (IRS master file)
- $133,202
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $133,202 | $163,222 | $133,596 | XML |
| 990-EZ | June 2024 | $123,419 | $105,480 | $163,616 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0237322).
Questions about LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION
- What is the EIN of LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION?
- The employer identification number (EIN) of LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION is 33-0237322.
- Is LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1987.
- Are donations to LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LAKE SAN MARCOS MALL IV PROPERTY OWNERS ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $133,202, expenses of $163,222 and total assets of $133,596 at year end.
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