Carmel Valley Association Inc

Nonprofit profile at a glance

EIN
941394038
IRS 990-EZ coverage
2020–2025
Forms available
Form 990-EZ 2025, Form 990-N 2018
Location
Carmel Valley, CA, USA
Phone
8316591115
Rating
51
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$43,187
Expenses
$47,269
Assets
$65,185
Liabilities
$860

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • CHARLES WAHLE (Vice President)
  • MARIANNE GAWAIN (President)
  • ALEX BRANDT (Vice President)

People named in this filing

  • KIM FORREST (Board Member)
  • CHARLES WAHLE (Vice President)
  • SANDRA SCHACHTER (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To encourage appropriate residential and commercial growth and evelopment so as to preserve and/or enhance scenic values, air quality, water quality and availabiliy, natural resources, traffic circulation and safety and the general quality of life.

What it reported doing in 2025

Short-Term Rentals

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 30
  • Transparency & Controls: 82
  • Sustainability: 40
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31.4%; rating input score 31
  • Program expense ratio: 28.7%; rating input score 29

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -9.5%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.38; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -29.5% per year; rating input score 0; 14th percentile among comparable filings
  • Revenue growth: -10.5% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: 10% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 31.4% of revenue deployed · 28.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $14K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • High — Financial Efficiency: Program expense ratio scored 29/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.