Nonprofit · EIN 95-2836271
VILLA PORTOFINO HOMEOWNERS ASSOCIATION
Tax-exempt · SAN DIEGO, CA 92120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,521,381 | $1,443,106 | $78,275 | $1,955,612 | $159,885 | $1,795,727 |
| June 30, 2024 | 990 | $1,541,969 | $1,237,235 | $304,734 | $1,819,617 | $102,165 | $1,717,452 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,475,972
- Investment income
- $45,409
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $109,013
- Salaries, compensation and benefits (total)
- $120,943
- Professional fundraising fees
- $0
- Legal fees
- $13,771
- Accounting fees
- $35,070
- Program services (functional)
- $1,443,106
Balance sheet and other
- Total assets, start of year
- $1,819,617
- Total assets, end of year
- $1,955,612
- Total liabilities, end of year
- $159,885
- Net assets, end of year
- $1,795,727
- Gross receipts
- $1,521,381
- Employees
- 8
- Year formed
- 1971
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Broadhurst | President Trustee or director, Officer | 2 | $0 |
| Kathy Casstello | Vice-President Trustee or director, Officer | 2 | $0 |
| Rachel Crandall | Secretary Trustee or director, Officer | 2 | $0 |
| Jason Stein | Treasurer Trustee or director, Officer | 2 | $0 |
| Brad Lawhorn | Director Trustee or director | 1 | $0 |
| Ryan Gardland | Director Trustee or director | 1 | $0 |
| Robert Taylor | Director Trustee or director | 1 | $0 |
| Justin Nielsen | Director Trustee or director | 1 | $0 |
| Amy Berkowitz | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura Keach | President Trustee or director, Officer | 2 | $0 |
| Amy Berkowitz | Vice-President Trustee or director, Officer | 2 | $0 |
| Rachel Crandall | Secretary Trustee or director, Officer | 2 | $0 |
| Matthew Shade | Treasurer Trustee or director, Officer | 2 | $0 |
| Brad Lawhorn | Director Trustee or director, Officer | 1 | $0 |
| Sean Broadhurst | Secretary Trustee or director | 1 | $0 |
| Jason Stein | Director Trustee or director | 1 | $0 |
| Vincent Delpidio | Director Trustee or director | 1 | $0 |
| Kathy Costello | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7007 MISSION GORGE RD STE 201, SAN DIEGO, CA 92120-2418
- In care of
- % KIMBERLY SWANBERG
- Principal officer (990 for 2024)
- Kimberly Swanberg, 10690 Escobar Drive, San Diego, CA 92124
- Signed the 990
- Kimberly Swanberg, Manager
- Phone
- (858) 571-6722
- Return prepared by
- Sonnenberg & Company CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2836271 or by the name VILLA PORTOFINO HOMEOWNERS 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
Management and maintenance of planned unit development consisting of 721 residential units.
Program accomplishments
- Managed the planned unit development on behalf of the members.Expenses $1,443,106 · revenue $14,745,972
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2836271
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,955,612
- Income (IRS master file)
- $1,521,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,521,381 | $1,443,106 | $1,955,612 | XML |
| 990 | June 2024 | $1,541,969 | $1,237,235 | $1,819,617 | XML |
| 990 | June 2023 | $1,510,758 | $1,222,743 | $1,500,980 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-2836271).
Questions about VILLA PORTOFINO HOMEOWNERS ASSOCIATION
- What is the EIN of VILLA PORTOFINO HOMEOWNERS ASSOCIATION?
- The employer identification number (EIN) of VILLA PORTOFINO HOMEOWNERS ASSOCIATION is 95-2836271.
- Is VILLA PORTOFINO HOMEOWNERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1979.
- Are donations to VILLA PORTOFINO HOMEOWNERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VILLA PORTOFINO HOMEOWNERS 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 VILLA PORTOFINO HOMEOWNERS 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 VILLA PORTOFINO HOMEOWNERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VILLA PORTOFINO HOMEOWNERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names Kimberly Swanberg.
- Who are the officers and directors of VILLA PORTOFINO HOMEOWNERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does VILLA PORTOFINO HOMEOWNERS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,521,381, expenses of $1,443,106 and total assets of $1,955,612 at year end.
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