Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Newbridge Cluster Association C/O Legacy Community Services
990EZ • Fiscal year 2021 • EIN 23-7452659
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Up$217,128
Up $32,333 (+17%) from 2020
Net Assets
Up$199,019
Up $32,089 (+19%) from 2020
Liabilities
Up$18,109
Up $244 (+1.4%) from 2020
Revenue And Expenses
Revenue
Down$132,077
Down $2,924 (-2.2%) from 2020
Expenses
Down$99,988
Down $14,107 (-12%) from 2020
Net Income
Up$32,089
Up $11,183 (+53%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2020 to Mar 31, 2021
- Signed
- Feb 9, 2022
- Return Version
- 2020v4.2
- Gross Receipts
- $132,077
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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PAM KENDRICK | Member At Large | - | $0 | - | - |
| IRINA ROZ | Secretary | - | $0 | - | - |
| STEPHEN HALEY | President | - | $0 | - | - |
| JAMIE STACY | Member At Large | - | $0 | - | - |
| MIKE SPEIDEL | Member At Large | - | $0 | - | - |
| JONATHAN GILLAM | Treasurer | - | $0 | - | - |
| DAVID LABRANCHE | Member At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Newbridge Cluster Association
- EIN
- 23-7452659
- Phone
- 7037784480
- Address
- 3900 JERMANTOWN ROAD NO 470, FAIRFAX, VA 22030
Signing Officer
- Name
- Stephen Haley
- Title
- Board Member
- Phone
- 7037238450
- Signed
- 2022-02-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Daly Hamad & Associates Pllc
- Address
- 1037 STERLING RD SUITE 204, HERNDON, VA 20170
- Preparer
- Daniel Hamad CPA
- Phone
- 7037969501
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest income. Amount: 305. Description: late fees. Amount: 575. Description: miscellaneous income. Amount: 157. Total to form 990-ez, line 8: 1,037.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: trash removal. Amount: 17,549. Description: landscaping. Amount: 20,502. Description: grounds maintenance. Amount: 23,422. Description: management fees. Amount: 11,800. Description: repairs and maintenance. Amount: 3,142. Description: legal and audit fees. Amount: 4,840. Description: landscaping enhancements. Amount: 5,750. Description: utilities. Amount: 2,794. Description: administrative. Amount: 1,882. Description: insurance. Amount: 1,623. Description: snow removal. Amount: 2,109. Description: reserve expenditures. Amount: 4,575. Total to form 990-ez, line 16: 99,988.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 1,950. End of year amount: 830. Description: prepaid expenses. Beg. Of year amount: 645. End of year amount: 577.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 475. End of year amount: 304. Description: prepaid assessments. Beg. Of year amount: 17,390. End of year amount: 17,805.”
Raw XML Appendix143 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 | ROSEWOOD MANAGEMENT AND CONSULTING SERVICES LLC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7037784480 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3900 JERMANTOWN ROAD SUITE 470 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FAIRFAX |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22030 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 182200 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 215721 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 32089 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 184795 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 217128 |
| IRS990EZ/GrossReceiptsAmt | 0 | 132077 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 131040 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 166930 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 199019 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 166930 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 199019 |
| 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 | PAM KENDRICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | IRINA ROZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEPHEN HALEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JAMIE STACY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MIKE SPEIDEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JONATHAN GILLAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAVID LABRANCHE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | MEMBER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | MEMBER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| 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 | 2595 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1407 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 99988 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1037 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | HOMEOWNERS ASSOCIATION THAT MAINTAINS AND REPAIRS COMMON PROPERTY |
| 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/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17865 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 18109 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 99988 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 132077 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NEWBRIDGEHOA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 305. DESCRIPTION: LATE FEES. AMOUNT: 575. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 157. TOTAL TO FORM 990-EZ, LINE 8: 1,037. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: TRASH REMOVAL. AMOUNT: 17,549. DESCRIPTION: LANDSCAPING. AMOUNT: 20,502. DESCRIPTION: GROUNDS MAINTENANCE. AMOUNT: 23,422. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 11,800. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 3,142. DESCRIPTION: LEGAL AND AUDIT FEES. AMOUNT: 4,840. DESCRIPTION: LANDSCAPING ENHANCEMENTS. AMOUNT: 5,750. DESCRIPTION: UTILITIES. AMOUNT: 2,794. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,882. DESCRIPTION: INSURANCE. AMOUNT: 1,623. DESCRIPTION: SNOW REMOVAL. AMOUNT: 2,109. DESCRIPTION: RESERVE EXPENDITURES. AMOUNT: 4,575. TOTAL TO FORM 990-EZ, LINE 16: 99,988. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,950. END OF YEAR AMOUNT: 830. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 645. END OF YEAR AMOUNT: 577. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 475. END OF YEAR AMOUNT: 304. DESCRIPTION: PREPAID ASSESSMENTS. BEG. OF YEAR AMOUNT: 17,390. END OF YEAR AMOUNT: 17,805. |
| 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-05-20 13:21:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEPHEN HALEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BOARD MEMBER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7037238450 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-02-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NEWBRIDGE CLUSTER ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O ROSEWOOD MANAGEMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NEWB |
| ReturnHeader/Filer/EIN | 0 | 237452659 |
| ReturnHeader/Filer/PhoneNum | 0 | 7037784480 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3900 JERMANTOWN ROAD NO 470 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FAIRFAX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 22030 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 541917519 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DALY HAMAD & ASSOCIATES PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1037 STERLING RD SUITE 204 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HERNDON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20170 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7037969501 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-02-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DANIEL HAMAD CPA |
| ReturnHeader/ReturnTs | 0 | 2022-02-15T12:50:51-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | STEPHEN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HALEY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-03-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $217,128
- Liabilities
- $18,109
- Net assets
- $199,019
- Revenue
- $132,077
- Expenses
- $99,988
- Net income
- $32,089