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Nonprofit · EIN 94-1657456

CIRCLE OAKS HOMES ASSOCIATION

Tax-exempt · PLEASANTON, CA 94588

Financials

$279K$264K2023$144K$271K2025
Revenue Expenses · by fiscal year end
Financials of CIRCLE OAKS HOMES ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$143,876$270,715-$126,839$62,251$42,201$20,050
December 31, 2023990$279,458$264,005$15,453$94,537$25,430$69,107
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$143,482
Program service revenue
$35
Investment income
$359

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$270,715
Program services (functional)
$270,715

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$62,251
Total liabilities, end of year
$42,201
Net assets, end of year
$20,050
Cash, savings and investments
$56,272
Gross receipts
$143,876

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Nancy HeliotesPresident2$0
Alisa SangerDirector0$0
Brian WitbrachtVice President2$0
Cristina EvansTreasurer2$0
David NyeSecretary2$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Nancy HeliotesPresident
Trustee or director, Officer
2$0
Alisa SangerDirector
Trustee or director
0$0
Brian WitbrachtVice President
Trustee or director, Officer
2$0
Cristina EvansTreasurer
Trustee or director, Officer
2$0
David NyeSecretary
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
7901 STONERIDGE DR STE 207, PLEASANTON, CA 94588-4530
In care of
% PACIFIC UNION PROPERTY MANAGEMENT
Signed the 990-EZ
Nancy Heliotes, President
Phone
(510) 896-2659
Return prepared by
Levy Erlanger Advisors LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1657456 or by the name CIRCLE OAKS HOMES ASSOCIATION.

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

Mission

The Organization's purpose is to maintain, repair and replace the common area of a 339 unit residential development.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • The Organization's purpose is to maintain, repair and replace the common area of a 339 unit residential development.
    Expenses $270,715

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-EZ on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-EZ for CIRCLE OAKS HOMES ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-1657456
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,251
Income (IRS master file)
$143,876

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$143,876$270,715$62,251XML
990December 2023$279,458$264,005$94,537XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 94-1657456).

Questions about CIRCLE OAKS HOMES ASSOCIATION

What is the EIN of CIRCLE OAKS HOMES ASSOCIATION?
The employer identification number (EIN) of CIRCLE OAKS HOMES ASSOCIATION is 94-1657456.
Is CIRCLE OAKS HOMES ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1968.
Are donations to CIRCLE OAKS HOMES ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CIRCLE OAKS HOMES 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 CIRCLE OAKS HOMES ASSOCIATION 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 CIRCLE OAKS HOMES ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of CIRCLE OAKS HOMES ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does CIRCLE OAKS HOMES ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $143,876, expenses of $270,715 and total assets of $62,251 at year end.

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