Civic Intelligence

Shady Trails Community Services

990 • Fiscal year 2017 • EIN 20-0499072

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 12, 2018

Organization ProfileSHADYTRAILS.COM
15241 Laguna Canyon RoadIrvine, CA 92618

(909) 574-0029

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

65th percentile

9.9%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-23%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

6.0%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$54,479

Down $15,966 (-23%) from 2016

Net Assets

Up

$53,286

Up $4,318 (+8.8%) from 2016

Liabilities

Down

$1,193

Down $20,284 (-94%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin65th percentile

Revenue

Up

$43,400

Up $2,446 (+6.0%) from 2016

Expenses

Up

$39,082

Up $2,503 (+6.8%) from 2016

Net Income

Down

$4,318

Down $57 (-1.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $47,573Liabilities 2012: $21,757Net Assets 2012: $25,8162012Assets 2016: $70,445Liabilities 2016: $21,477Net Assets 2016: $48,9682016Assets 2017: $54,479Liabilities 2017: $1,193Net Assets 2017: $53,2862017Assets 2018: $67,799Liabilities 2018: $822Net Assets 2018: $66,9772018Assets 2019: $98,356Liabilities 2019: $1,223Net Assets 2019: $97,1332019Assets 2020: $120,976Liabilities 2020: $3,741Net Assets 2020: $117,2352020Assets 2021: $139,086Liabilities 2021: $4,798Net Assets 2021: $134,2882021Assets 2022: $267,078Liabilities 2022: $3,095Net Assets 2022: $263,9832022Assets 2023: $285,946Liabilities 2023: $782Net Assets 2023: $285,1642023Assets 2024: $269,796Liabilities 2024: $22Net Assets 2024: $269,7742024

Highlighted filing

2017

Assets$54,479
Liabilities$1,193
Net Assets$53,286
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $69,714Expenses 2012: $40,411Net Income 2012: $29,3032012Revenue 2016: $40,954Expenses 2016: $36,579Net Income 2016: $4,3752016Revenue 2017: $43,400Expenses 2017: $39,082Net Income 2017: $4,3182017Revenue 2018: $54,625Expenses 2018: $40,934Net Income 2018: $13,6912018Revenue 2019: $85,188Expenses 2019: $55,032Net Income 2019: $30,1562019Revenue 2020: $75,838Expenses 2020: $55,736Net Income 2020: $20,1022020Revenue 2021: $85,520Expenses 2021: $68,467Net Income 2021: $17,0532021Revenue 2022: $210,497Expenses 2022: $80,802Net Income 2022: $129,6952022Revenue 2023: $97,075Expenses 2023: $75,894Net Income 2023: $21,1812023Revenue 2024: $63,180Expenses 2024: $78,570Net Income 2024: -$15,3902024

Highlighted filing

2017

Revenue$43,400
Expenses$39,082
Net Income$4,318
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 12, 2018
Return Version
2017v2.3
Gross Receipts
$43,400
Mission and Program Overview

Mission

To provide events and information to foster community relations and neighborhood awareness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,465$52,114▼ $17,351
Prepaid Expenses and Deferred Charges$980$1,565▲ $585
Accounts Receivable-$800-
Total Assets$70,445$54,479▼ $15,966
Liabilities
Accounts Payable and Accrued Expenses$239$943▲ $704
Deferred Revenue$905--
Other Liabilities$20,333$250▼ $20,083
Total Liabilities$21,477$1,193▼ $20,284
Net Assets / Fund Balance
Unrestricted Net Assets$48,968$53,286▲ $4,318
Total Net Assets Fund Balance$48,968$53,286▲ $4,318
Total Liabilities and Net Assets / Fund Balance$70,445$54,479▼ $15,966
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Glen CrosbyPresident
Andy HetzelSecretary/tr
Stacey SassamanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,400
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$24,889--$24,889
Fees for Services Management$12,000--$12,000
Insurance$1,293--$1,293
Fees for Services Accounting$900--$900
Total Functional Expenses$39,082$0$0$39,082
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Daily operations are managed by an independent management company.”

Form 990, Page 6, Part VI, Line 6

“Owners automatically become members.”

Form 990, Page 6, Part VI, Line 7A

“Annual meeting elections for owners to elect officers for the next year.”

Form 990, Page 6, Part VI, Line 7B

“Decisions meeting statutory or governing document limits require owners' approval.”

Form 990, Page 6, Part VI, Line 11B

“Tax returns are reviewed by board members prior to mailing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Shady Trails Community Services
EIN
20-0499072
Phone
9095740029
Address
15241 LAGUNA CANYON ROAD, IRVINE, CA 92618

Signing Officer

Name
Glen Crosby
Title
President
Phone
9095740029
Signed
2018-04-12
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Newman and Associates Inc
Address
3141 TIGER RUN CT STE 102, CARLSBAD, CA 92010-6649
Preparer
Jeremy Newman
Phone
7602744029
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Community services and events 23,564 0 0 administrative 115 0 0 bad debt 1,210 0 0 total 24,889 0 0”

Raw XML Appendix247 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/EmployeeCnt00
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1STACEY SASSAMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt043400
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt01293
IRS990/InsuranceGrp/TotalAmt01293
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE EVENTS AND INFORMATION TO FOSTER COMMUNITY RELATIONS AND NEIGHBORHOOD AWARENESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt048968
IRS990/NetAssetsOrFundBalancesEOYAmt053286
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt020333
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01565
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IRS990/ProgramServiceRevenueGrp/Desc0ENHANCEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043400
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt039082
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt036579
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IRS990/PYRevenuesLessExpensesAmt04375
IRS990/PYTotalExpensesAmt036579
IRS990/PYTotalRevenueAmt040954
IRS990/ReconcilationRevenueExpnssAmt04318
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITY
IRS990ScheduleD/TotalLiabilityAmt0250
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY OPERATIONS ARE MANAGED BY AN INDEPENDENT MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OWNERS AUTOMATICALLY BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL MEETING ELECTIONS FOR OWNERS TO ELECT OFFICERS FOR THE NEXT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS MEETING STATUTORY OR GOVERNING DOCUMENT LIMITS REQUIRE OWNERS' APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURNS ARE REVIEWED BY BOARD MEMBERS PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SERVICES AND EVENTS 23,564 0 0 ADMINISTRATIVE 115 0 0 BAD DEBT 1,210 0 0 TOTAL 24,889 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GLEN CROSBY
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ReturnHeader/BusinessOfficerGrp/PhoneNum09095740029
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
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ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0200499072
ReturnHeader/Filer/PhoneNum09095740029
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ReturnHeader/FilingSecurityInformation/IPTm018:14:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03141 TIGER RUN CT STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920106649
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02018-04-25T16:14:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,479
Liabilities
$1,193
Net assets
$53,286
Revenue
$43,400
Expenses
$39,082
Net income
$4,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.63$0.79$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.97$0.76$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.03$2.64$2.10$0.81$1.30
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.86$0.68$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.04$1.17$0.76$0.56$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.85$0.55$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.55$0.41$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.43$0.39$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.21$0.49$0.41$0.37$0.04
2012Summary only. Only limited summary data is available for this year.$0.48$0.22$0.26$0.70$0.40$0.29