Newbridge Cluster Association C/O Legacy Community Services

990EZ • Fiscal year 2016 • EIN 23-7452659

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 06, 2016

Organization Profile WWW.NEWBRIDGEHOA.ORG

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.

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

-96%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

-52%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

-5.0%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets79th percentile

Assets

Down

$113,466

Down $123,134 (-52%) from 2015

Net Assets

Down

$98,152

Down $125,210 (-56%) from 2015

Liabilities

$15,314

Up $2,076 (+16%) from 2015

Revenue And Expenses

Liabilities / Revenue79th percentile Net Margin4th percentile

Revenue

Down

$130,033

Down $6,861 (-5.0%) from 2015

Expenses

$255,243

Up $144,565 (+131%) from 2015

Net Income

Down

-$125,210

Down $151,426 (-578%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

Highlighted filing

2016

Assets$113,466

Liabilities$15,314

Net Assets$98,152

Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

Highlighted filing

2016

Revenue$130,033

Expenses$255,243

Net Income-$125,210

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2015 to Mar 31, 2016
Signed: Jul 6, 2016
Return Version: 2015v2.1
Gross Receipts: $130,033

Mission and Program Overview

Mission

Homeowners association that maintains and repairs common property

Program Services

Description	Grants	Expenses
MAINTENANCE AND OPERATION OF THE COMMON PROPERTY AND OTHER ELEMENTS OF THE COMMUNITY.	$0	$0

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN LUDWIG	President	-	$0	-	-
SANDRA KLASSEN	Vice President	-	$0	-	-
PAM KENDRICK	Treasurer	-	$0	-	-
IRINA ROZ	Secretary	-	$0	-	-
STEPHEN ASHBY	Member At Large	-	$0	-	-
JACK CARBONE	Member At Large	-	$0	-	-
ANNIE KATZ	Member 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: 2016-07-06
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: 425. Description: MISC.. Amount: 75. Description: INTEREST INCOME. Amount: 173. Total to Form 990-EZ, line 8: 673.”

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

“Description: EROSION PROJECT. Amount: 26,996. Description: GENERAL MAINTENANCE. Amount: 224. Description: GROUNDS MAINTENANCE. Amount: 15,987. Description: INSURANCE. Amount: 1,500. Description: LANDSCAPE ENHANCEMENTS. Amount: 600. Description: LICENSE FEES. Amount: 140. Description: OFFICE. Amount: 258. Description: SNOW REMOVAL. Amount: 3,575. Description: SOCIAL. Amount: 140. Description: TRASH COLLECTION. Amount: 18,494. Description: TREE MAINTENANCE. Amount: 1,190. Description: UTILITIES. Amount: 2,895. Description: WEBSITE. Amount: 125. Description: MAJOR REPAIRS AND REPLACEMENTS. Amount: 163,134. Total to Form 990-EZ, line 16: 235,258.”

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

“Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 3,443. End of Year Amount: 3,743. Description: PREPAID EXPENSES. Beg. of Year Amount: 687. End of Year Amount: 1,603.”

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

“Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 2,448. End of Year Amount: 4,044. Description: PREPAID ASSESSMENTS. Beg. of Year Amount: 10,790. End of Year Amount: 11,270.”

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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	MILLENIUM MANAGEMENT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7037238450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 1757
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ASHBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	20146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	232470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	108120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-125210
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	18370
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	236600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	113466
IRS990EZ/GrossReceiptsAmt	0	130033
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	129360
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	223362
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	98152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	223362
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	98152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JOHN LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	SANDRA KLASSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PAM KENDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	IRINA ROZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	STEPHEN ASHBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	JACK CARBONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	ANNIE KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	MEMBER AT LARGE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	4130
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	5346
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	235258
IRS990EZ/OtherRevenueTotalAmt	0	673
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	HOMEOWNERS ASSOCIATION THAT MAINTAINS AND REPAIRS COMMON PROPERTY
IRS990EZ/PrintingPublicationsPostageAmt	0	1615
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	MAINTENANCE AND OPERATION OF THE COMMON PROPERTY AND OTHER ELEMENTS OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	VA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	13238
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	15314
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	255243
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	130033
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.NEWBRIDGEHOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: LATE FEES. Amount: 425. Description: MISC.. Amount: 75. Description: INTEREST INCOME. Amount: 173. Total to Form 990-EZ, line 8: 673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description: EROSION PROJECT. Amount: 26,996. Description: GENERAL MAINTENANCE. Amount: 224. Description: GROUNDS MAINTENANCE. Amount: 15,987. Description: INSURANCE. Amount: 1,500. Description: LANDSCAPE ENHANCEMENTS. Amount: 600. Description: LICENSE FEES. Amount: 140. Description: OFFICE. Amount: 258. Description: SNOW REMOVAL. Amount: 3,575. Description: SOCIAL. Amount: 140. Description: TRASH COLLECTION. Amount: 18,494. Description: TREE MAINTENANCE. Amount: 1,190. Description: UTILITIES. Amount: 2,895. Description: WEBSITE. Amount: 125. Description: MAJOR REPAIRS AND REPLACEMENTS. Amount: 163,134. Total to Form 990-EZ, line 16: 235,258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 3,443. End of Year Amount: 3,743. Description: PREPAID EXPENSES. Beg. of Year Amount: 687. End of Year Amount: 1,603.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 2,448. End of Year Amount: 4,044. Description: PREPAID ASSESSMENTS. Beg. of Year Amount: 10,790. End of Year Amount: 11,270.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The 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/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TEDA CARBONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7037238450
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NEWBRIDGE CLUSTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O MILLENIUM MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt	0	NEWB
ReturnHeader/Filer/EIN	0	237452659
ReturnHeader/Filer/PhoneNum	0	7037238450
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	21576 GLEBE VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	20146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	542024361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Turner Leins & Gold LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	108 Center St N 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	22180
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7032426500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Stephen M Turner CPA
ReturnHeader/ReturnTs	0	2016-12-05T13:13:54-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-04-01
ReturnHeader/TaxPeriodEndDt	0	2016-03-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $113,466
Liabilities: $15,314
Net assets: $98,152
Revenue: $130,033
Expenses: $255,243
Net income: -$125,210

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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