Civic Intelligence

Newbridge Cluster Association C/O Legacy Community Services

990EZ • Fiscal year 2015 • EIN 23-7452659

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 28, 2015

21576 Glebe View DriveAshburn, VA 20146

(703) 723-8450

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

8.9%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$236,600

Up $19,280 (+8.9%) from 2014

Net Assets

Up

$223,362

Up $26,216 (+13%) from 2014

Liabilities

Down

$13,238

Down $6,936 (-34%) from 2014

Revenue

Up

$136,894

Up $30,148 (+28%) from 2014

Expenses

Up

$110,678

Up $31,343 (+40%) from 2014

Net Income

Down

$26,216

Down $1,195 (-4.4%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $178,322Liabilities 2012: $14,070Net Assets 2012: $164,2522012Assets 2013: $183,470Liabilities 2013: $13,735Net Assets 2013: $169,7352013Assets 2014: $217,320Liabilities 2014: $20,174Net Assets 2014: $197,1462014Assets 2015: $236,600Liabilities 2015: $13,238Net Assets 2015: $223,3622015Assets 2016: $113,466Liabilities 2016: $15,314Net Assets 2016: $98,1522016Assets 2017: $132,330Liabilities 2017: $14,783Net Assets 2017: $117,5472017Assets 2019: $159,315Liabilities 2019: $13,291Net Assets 2019: $146,0242019Assets 2020: $184,795Liabilities 2020: $17,865Net Assets 2020: $166,9302020Assets 2021: $217,128Liabilities 2021: $18,109Net Assets 2021: $199,0192021Assets 2022: $238,864Liabilities 2022: $12,849Net Assets 2022: $226,0152022Assets 2023: $258,295Liabilities 2023: $9,322Net Assets 2023: $248,9732023Assets 2024: $282,706Liabilities 2024: $8,938Net Assets 2024: $273,7682024Assets 2025: $310,849Liabilities 2025: $13,954Net Assets 2025: $296,8952025

Highlighted filing

2015

Assets$236,600
Liabilities$13,238
Net Assets$223,362

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $106,285Expenses 2012: $61,615Net Income 2012: $44,6702012Revenue 2013: $107,114Expenses 2013: $80,755Net Income 2013: $26,3592013Revenue 2014: $106,746Expenses 2014: $79,335Net Income 2014: $27,4112014Revenue 2015: $136,894Expenses 2015: $110,678Net Income 2015: $26,2162015Revenue 2016: $130,033Expenses 2016: $255,243Net Income 2016: -$125,2102016Revenue 2017: $131,882Expenses 2017: $112,487Net Income 2017: $19,3952017Revenue 2019: $125,132Expenses 2019: $118,838Net Income 2019: $6,2942019Revenue 2020: $135,001Expenses 2020: $114,095Net Income 2020: $20,9062020Revenue 2021: $132,077Expenses 2021: $99,988Net Income 2021: $32,0892021Revenue 2022: $133,174Expenses 2022: $106,178Net Income 2022: $26,9962022Revenue 2023: $133,539Expenses 2023: $110,581Net Income 2023: $22,9582023Revenue 2024: $148,793Expenses 2024: $123,998Net Income 2024: $24,7952024Revenue 2025: $164,265Expenses 2025: $141,138Net Income 2025: $23,1272025

Highlighted filing

2015

Revenue$136,894
Expenses$110,678
Net Income$26,216
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 28, 2015
Return Version
2014v5.0
Gross Receipts
$136,894
Mission and Program Overview

Mission

Homeowners association that maintains and repairs common property

Program Services

DescriptionGrantsExpenses
MAINTENANCE AND OPERATION OF THE COMMON PROPERTY AND OTHER ELEMENTS OF THE COMMUNITY.$0$98,038
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TEDA CARBONEPresident-$0--
SANDRA KLASSENVice President-$0--
JOHN LUDWIGTreasurer-$0--
DAVID JOHNSONSecretary-$0--
JOE TALBOTMember At Large-$0--
MARY WEBERMember At Large-$0--
MARK ROZMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Newbridge Cluster Association
EIN
23-7452659
Phone
7037238450
Address
21576 GLEBE VIEW DRIVE, ASHBURN, VA 20146

Signing Officer

Name
Teda Carbone
Title
President
Phone
7037238450
Signed
2015-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Turner Leins & Gold LLC
Address
108 CENTER ST N 2ND FLOOR, VIENNA, VA 22180
Preparer
Stephen M Turner CPA
Phone
7032426500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: late fees. Amount: 800. Description: legal fee reimbursements. Amount: 469. Description: landscaping income - mulch. Amount: 2,148. Description: interest income. Amount: 1,055. Total to form 990-ez, line 8: 4,472.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: erosion project. Amount: 28,796. Description: general maintenance. Amount: 5,034. Description: grounds maintenance. Amount: 14,487. Description: insurance. Amount: 1,373. Description: landscape enhancements. Amount: 5,362. Description: license fees. Amount: 100. Description: office. Amount: 201. Description: snow removal. Amount: 5,250. Description: social. Amount: 538. Description: trash collection. Amount: 18,084. Description: tree maintenance. Amount: 4,235. Description: utilities. Amount: 7,852. Description: website. Amount: 108. Total to form 990-ez, line 16: 91,420.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 5,750. End of year amount: 3,443. Description: prepaid expenses. Beg. Of year amount: 664. End of year amount: 687.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 8,544. End of year amount: 2,448. Description: prepaid assessments. Beg. Of year amount: 11,630. End of year amount: 10,790.

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MILLENIUM MANAGEMENT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum07037238450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1757
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ASHBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0210906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0232470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03062
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt026216
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016941
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0217320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0236600
IRS990EZ/GrossReceiptsAmt0136894
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0129360
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223362
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223362
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TEDA CARBONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA KLASSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE TALBOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK ROZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06414
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04130
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt091420
IRS990EZ/OtherRevenueTotalAmt04472
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION THAT MAINTAINS AND REPAIRS COMMON PROPERTY
IRS990EZ/PrintingPublicationsPostageAmt02317
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE AND OPERATION OF THE COMMON PROPERTY AND OTHER ELEMENTS OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098038
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020174
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013238
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0110678
IRS990EZ/TotalProgramServiceExpensesAmt098038
IRS990EZ/TotalRevenueAmt0136894
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWBRIDGEHOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: LATE FEES. AMOUNT: 800. DESCRIPTION: LEGAL FEE REIMBURSEMENTS. AMOUNT: 469. DESCRIPTION: LANDSCAPING INCOME - MULCH. AMOUNT: 2,148. DESCRIPTION: INTEREST INCOME. AMOUNT: 1,055. TOTAL TO FORM 990-EZ, LINE 8: 4,472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EROSION PROJECT. AMOUNT: 28,796. DESCRIPTION: GENERAL MAINTENANCE. AMOUNT: 5,034. DESCRIPTION: GROUNDS MAINTENANCE. AMOUNT: 14,487. DESCRIPTION: INSURANCE. AMOUNT: 1,373. DESCRIPTION: LANDSCAPE ENHANCEMENTS. AMOUNT: 5,362. DESCRIPTION: LICENSE FEES. AMOUNT: 100. DESCRIPTION: OFFICE. AMOUNT: 201. DESCRIPTION: SNOW REMOVAL. AMOUNT: 5,250. DESCRIPTION: SOCIAL. AMOUNT: 538. DESCRIPTION: TRASH COLLECTION. AMOUNT: 18,084. DESCRIPTION: TREE MAINTENANCE. AMOUNT: 4,235. DESCRIPTION: UTILITIES. AMOUNT: 7,852. DESCRIPTION: WEBSITE. AMOUNT: 108. TOTAL TO FORM 990-EZ, LINE 16: 91,420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,750. END OF YEAR AMOUNT: 3,443. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 664. END OF YEAR AMOUNT: 687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 8,544. END OF YEAR AMOUNT: 2,448. DESCRIPTION: PREPAID ASSESSMENTS. BEG. OF YEAR AMOUNT: 11,630. END OF YEAR AMOUNT: 10,790.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TEDA CARBONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07037238450
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBRIDGE CLUSTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MILLENIUM MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0237452659
ReturnHeader/Filer/PhoneNum07037238450
ReturnHeader/Filer/USAddress/AddressLine1Txt021576 GLEBE VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542024361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER LEINS & GOLD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 CENTER ST N 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIENNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022180
ReturnHeader/PreparerPersonGrp/PhoneNum07032426500
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M TURNER CPA
ReturnHeader/ReturnTs02015-09-10T14:43:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.14$2.97$1.64$1.41$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.09$2.74$1.49$1.24$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.09$2.49$1.34$1.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.13$2.26$1.33$1.06$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.18$1.99$1.32$1.00$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.18$1.67$1.35$1.14$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.13$1.46$1.25$1.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.15$1.18$1.32$1.12$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.15$0.98$1.30$2.55$1.25
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.13$2.23$1.37$1.11$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.20$1.97$1.07$0.79$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.14$1.70$1.07$0.81$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.14$1.64$1.06$0.62$0.45