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Nonprofit · EIN 23-7292248

SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC

Tax-exempt · RAMONA, CA 92065

Financials

$13.5M$13.7M2023$13.1M$14.8M2024$13.4M$15.7M2025
Revenue Expenses · by fiscal year end
Financials of SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$13,369,204$15,713,562-$2,344,358$10,912,214$5,526,199$5,386,015
December 31, 2024990$13,105,141$14,806,877-$1,701,736$10,413,357$4,210,398$6,202,959
December 31, 2023990$13,532,695$13,720,199-$187,504$11,187,182$4,220,122$6,967,060
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,486,716
Membership dues
$5,486,716
Program service revenue
$7,696,392
Investment income
$122,889
Net rental income
$63,207
Other revenue
$63,207

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$417,464
Salaries, compensation and benefits (total)
$417,464
Professional fundraising fees
$0
Program services (functional)
$13,184,436
Management and general (functional)
$2,529,126

Balance sheet and other

Total assets, start of year
$10,413,357
Total assets, end of year
$10,912,214
Total liabilities, end of year
$5,526,199
Net assets, end of year
$5,386,015
Land, buildings and equipment
$4,141,755
Gross unrelated business income
$15,525
Gross receipts
$13,369,204
Employees
266
Year formed
1972
State of legal domicile
CA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Carl WeiseGeneral Manager50$302,311
Benjamin McBride–50$131,923
Joyce Whelehon–50$121,586
Maureen BrownDirector of Financial Operations50$115,153
Kelly Rickard–50$108,265
Ben Peterson–50$108,167
Lisa Everett–50$102,020
Jodie TaylorPresident
Trustee or director, Officer
2$0
Vanessa JerrellVice President
Trustee or director, Officer
2$0
John MasseryTreasurer
Trustee or director, Officer
2$0
Roger RajcicDirector
Trustee or director
2$0
Lisa BlackburnSecretary
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
Darren ShawGeneral Manager50$285,885$18,395
Juli ElliotDirector of Financial Operations50$119,962$7,719
Jeff WellsPresident
Trustee or director, Officer
2$0$0
Vanessa JerrellVice President
Trustee or director, Officer
2$0$0
Kathleen KankelbergSecretary
Trustee or director, Officer
2$0$0
John RajcicDirector
Trustee or director
2$0$0
Jacqueline SedlerTreasurer
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
Darren ShawGeneral Manager50$279,200$5,750
Juli ElliotDirector of Financial Operations50$116,283$14,876
Jay CarpenterPresident
Trustee or director, Officer
2$0$0
William OwensVice President
Trustee or director, Officer
2$0$0
Kathleen KankelbergTreasurer
Trustee or director, Officer
2$0$0
John RajcicDirector
Trustee or director
2$0$0
Jacqueline SedlerSecretary
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
24157 SAN VICENTE RD, RAMONA, CA 92065-4166
Principal officer (990 for 2025)
Jodie Taylor, 24157 San Vicente Road, Ramona, CA 92065
Signed the 990
Jodie Taylor, President
Phone
(760) 785-3788
Return prepared by
Levy Erlanger Advisors LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7292248 or by the name SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The organization comprises 3,451 member/units that is responsible to maintain, repair and replace the common area as well certain amenities such as a golf course, equestrian centers, restaurant and bar, and pools.

990 for the year ended December 31, 2025

Program accomplishments

  • The organization comprises 3,451 member/units that is responsible to maintain, repair and replace the common area as well certain amenities such as a golf course, equestrian centers, restaurant and bar, and pools.
    Expenses $13,184,436

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7292248
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,912,214
Income (IRS master file)
$13,369,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$13,369,204$15,713,562$10,912,214XML
990December 2024$13,105,141$14,806,877$10,413,357XML
990December 2023$13,532,695$13,720,199$11,187,182XML
990December 2022$12,164,847$13,521,349$10,265,376IRS
990December 2021$9,994,673$9,735,087$11,725,934IRS

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 23-7292248).

Questions about SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC

What is the EIN of SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC?
The employer identification number (EIN) of SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC is 23-7292248.
Is SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2023.
Are donations to SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC 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 SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC?
The 990 for the year ended December 31, 2025 names Jodie Taylor.
Who are the officers and directors of SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC?
The 990 for the year ended December 31, 2025 lists 12 people; 7 received compensation from the organization, the highest $302,311 (Carl Weise, General Manager).
How much revenue does SAN DIEGO COUNTRY ESTATES ASSOCIATION LLC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $13,369,204, expenses of $15,713,562 and total assets of $10,912,214 at year end.

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