Public Charity

San Diego Country Estates Association

San Diego Country Estates Association is a nonprofit organization categorized as Public Charity based in Ramona, CA. Its most recent IRS filing (2025) reports revenue of $13.4M, expenses of $15.7M, total assets of $10.9M.

EIN: 237292248 Ramona, CA Homeowners & Tenants Associations NTEE: L50 Latest filing: 2025
Total Revenue$13.4M
Total Expenses$15.7M
Total Assets$10.9M
Grant Records0
Filing Years2022–2025

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.

Where $100 goes at San Diego Country Estates Association

How San Diego Country Estates Association divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.

$85 Programs the work itself
$15 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $85 for programs

$85
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…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Officer Benjamin Mcbride
Officer Ben Peterson
General Manager Carl Weise
President Jodie Taylor
Treasurer John Massery
Officer Joyce Whelehon

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $13.4M $15.7M $10.9M
2024 $13.1M $14.8M $10.4M
2023 $13.5M $13.7M $11.2M
2022 $12.2M $13.5M $10.3M

Between 2022 and 2025, reported annual revenue grew from $12.2M to $13.4M (+10%), with total assets most recently reported at $10.9M.

Interactive year-over-year charts and full filing details available with membership.

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