Nonprofit · EIN 27-3637559
RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC
Tax-exempt (reinstated) · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $285,871 | $246,659 | $39,212 | $243,594 | $481 | $243,113 |
| December 31, 2024 | 990 | $259,628 | $263,497 | -$3,869 | $204,413 | $512 | $203,901 |
| December 31, 2023 | 990 | $262,301 | $253,484 | $8,817 | $208,435 | $665 | $207,770 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $278,243
- Program service revenue
- $0
- Investment income
- $7,628
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $222,270
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $220
- Accounting fees
- $4,350
- Program services (functional)
- $239,442
- Management and general (functional)
- $7,217
Balance sheet and other
- Total assets, start of year
- $204,413
- Total assets, end of year
- $243,594
- Total liabilities, end of year
- $481
- Net assets, end of year
- $243,113
- Net assets without donor restrictions
- $164,071
- Net assets with donor restrictions
- $79,042
- Gross receipts
- $285,871
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2015
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRY ANDERSON | PRESIDENT Trustee or director, Officer | 6 | $0 |
| DAVE KRETZMANN | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| PENNY HELD | SECRETARY Trustee or director, Officer | 6 | $0 |
| GREG NESBITT | TREASURER Trustee or director, Officer | 6 | $0 |
| DIANA CLARK | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| ED KOCH | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| ARTHUR LIGGINS | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| LORETTA ARONS | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| MAUREEN NEWELL | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRY ANDERSON | PRESIDENT Trustee or director, Officer | 6 | $0 |
| DAVE KRETZMANN | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| SUE VAUGHN | SECRETARY Trustee or director, Officer | 4 | $0 |
| GREG NESBITT | TREASURER Trustee or director, Officer | 6 | $0 |
| DIANA CLARK | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| ED KOCH | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| ARTHUR LIGGINS | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| KEN VOERTMAN | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| MARK WENTLAND | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR LIGGINS | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| ED KOCH | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| MARK WENTLAND | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| KEN VOERTMAN | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| DIANA CLARK | DIRECTOR AT LARGE Trustee or director | 2 | $0 |
| PATRICIA HAYNES | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| GERRY ANDERSON | PRESIDENT Trustee or director, Officer | 6 | $0 |
| DAVE KRETZMANN | TREASURER Trustee or director, Officer | 6 | $0 |
| SUE VAUGHN | SECRETARY Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2855 CARLSBAD BLVD, CARLSBAD, CA 92008-2902
- In care of
- % ELAINE NIELSEN
- Principal officer (990 for 2025)
- GERRY ANDERSON, 2855 CARLSBAD BLVD, CARLSBAD, CA 92008
- Signed the 990
- ELAINE NIELSEN, TREASURER
- Phone
- (760) 435-2411
- Return prepared by
- Candice Gerlach CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3637559 or by the name RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC.
- 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
MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED.
Program accomplishments
- EMPLOYEE APPRECIATION: PROVIDED RECOGNITION AND HOLIDAY GIFTS TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY TO ACKNOWLEDGE AND REWARD EXCELLENT SERVICE TO ELDERLY RESIDENTS. 148 CARLSBAD BY THE SEA EMPLOYEES WERE RECOGNIZED.Expenses $210,810 · grants $210,810
- RESIDENT SERVICES: PROVIDED ACTIVITIES, HOSPITALITY, ARTS & CRAFTS, LIBRARY MATERIALS, AND TECHNOLOGY SUPPORT TO RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY, MANY OF WHOM HAVE COGNITIVE AND/OR PHYSICAL CHALLENGES. MADE GRANTS TO 9 LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDED SOME SERVICE OR VISITATION FOR RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY.Expenses $21,132 · grants $3,960
- EMPLOYEE SCHOLARSHIPS: PROVIDED EDUCATIONAL SCHOLARSHIP ASSISTANCE TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIRMEMENT COMMUNITY TO ADVANCE THEIR KNOWLEDGE, BOTH GENERALLY AS WERE AWARDED TO THREE CARLSBAD BY THE SEA EMPLOYEES.Expenses $7,500 · grants $7,500
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3637559
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $243,594
- Income (IRS master file)
- $285,871
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- May 12, 2014
- Reinstated
- Effective January 15, 2014
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $285,871 | $246,659 | $243,594 | IRS |
| 990 | December 2024 | $259,628 | $263,497 | $204,413 | IRS |
| 990 | December 2023 | $262,301 | $253,484 | $208,435 | XML |
| 990 | December 2022 | $215,384 | $213,586 | $199,550 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 27-3637559).
Questions about RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC
- What is the EIN of RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC?
- The employer identification number (EIN) of RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC is 27-3637559.
- Is RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective January 15, 2014.
- Are donations to RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC 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 RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC 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 RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC 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 RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC?
- The 990 for the year ended December 31, 2025 names GERRY ANDERSON.
- Who are the officers and directors of RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $285,871, expenses of $246,659 and total assets of $243,594 at year end.
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