Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Newbridge Cluster Association C/O Legacy Community Services
990EZ • Fiscal year 2023 • EIN 23-7452659
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$258,295
Up $19,431 (+8.1%) from 2022
Net Assets
Up$248,973
Up $22,958 (+10%) from 2022
Liabilities
Down$9,322
Down $3,527 (-27%) from 2022
Revenue And Expenses
Revenue
Up$133,539
Up $365 (+0.3%) from 2022
Expenses
Up$110,581
Up $4,403 (+4.1%) from 2022
Net Income
Down$22,958
Down $4,038 (-15%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2022 to Mar 31, 2023
- Signed
- Feb 2, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $133,539
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 |
|---|---|---|---|---|---|
| JAMIE STACY | President | - | $0 | - | - |
| SANDRA J KLASSEN | Vice President | - | $0 | - | - |
| MEGAN MCGUIRE | Treasurer | - | $0 | - | - |
| DAN PEDEVILLANO | Secretary | - | $0 | - | - |
| DAVID LABRANCHE | Member At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Newbridge Cluster Association
- EIN
- 23-7452659
- Phone
- 5713131004
- Address
- 45945 TREFOIL LANE 112, STERLING, VA 20166
Signing Officer
- Name
- Jamie Stacy
- Title
- Board Member
- Phone
- 7037238450
- Signed
- 2024-02-02
- 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: 2,099. Description: late fees. Amount: 325. Description: miscellaneous income. Amount: 75. Total to form 990-ez, line 8: 2,499.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: trash removal. Amount: 21,178. Description: landscaping. Amount: 24,490. Description: grounds maintenance. Amount: 22,170. Description: management fees. Amount: 11,800. Description: repairs and maintenance. Amount: 4,819. Description: legal and audit fees. Amount: 9,382. Description: landscaping enhancements. Amount: 8,561. Description: utilities. Amount: 2,898. Description: administrative. Amount: 1,603. Description: insurance. Amount: 1,680. Description: reserve study. Amount: 2,000. Total to form 990-ez, line 16: 110,581.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 6,115. End of year amount: 1,235. Description: prepaid expenses. Beg. Of year amount: 1,773. End of year amount: 2,361.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 4,604. End of year amount: 1,108. Description: prepaid assessments. Beg. Of year amount: 8,245. End of year amount: 7,434. Description: other payable. Beg. Of year amount: 0. End of year amount: 780.”
Raw XML Appendix132 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 | LEGACY COMMUNITY SERVICES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5713131004 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 45945 TREFOIL LANE SUITE 112 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | STERLING |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20166 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 230976 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 254699 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 22958 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 238864 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 258295 |
| IRS990EZ/GrossReceiptsAmt | 0 | 133539 |
| 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 | 226015 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 248973 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 226015 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 248973 |
| 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/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/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/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/PersonNm | 0 | JAMIE STACY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SANDRA J KLASSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MEGAN MCGUIRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DAN PEDEVILLANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID LABRANCHE |
| 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/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 7888 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3596 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 110581 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2499 |
| 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 | 12849 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 9322 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 110581 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 133539 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NEWBRIDGEHOA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 2,099. DESCRIPTION: LATE FEES. AMOUNT: 325. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 8: 2,499. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: TRASH REMOVAL. AMOUNT: 21,178. DESCRIPTION: LANDSCAPING. AMOUNT: 24,490. DESCRIPTION: GROUNDS MAINTENANCE. AMOUNT: 22,170. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 11,800. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 4,819. DESCRIPTION: LEGAL AND AUDIT FEES. AMOUNT: 9,382. DESCRIPTION: LANDSCAPING ENHANCEMENTS. AMOUNT: 8,561. DESCRIPTION: UTILITIES. AMOUNT: 2,898. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,603. DESCRIPTION: INSURANCE. AMOUNT: 1,680. DESCRIPTION: RESERVE STUDY. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 110,581. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 6,115. END OF YEAR AMOUNT: 1,235. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,773. END OF YEAR AMOUNT: 2,361. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,604. END OF YEAR AMOUNT: 1,108. DESCRIPTION: PREPAID ASSESSMENTS. BEG. OF YEAR AMOUNT: 8,245. END OF YEAR AMOUNT: 7,434. DESCRIPTION: OTHER PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 780. |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMIE STACY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BOARD MEMBER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7037238450 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-02-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NEWBRIDGE CLUSTER ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O LEGACY COMMUNITY SERVICES |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NEWB |
| ReturnHeader/Filer/EIN | 0 | 237452659 |
| ReturnHeader/Filer/PhoneNum | 0 | 5713131004 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 45945 TREFOIL LANE 112 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | STERLING |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20166 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| 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 | 2024-02-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DANIEL HAMAD CPA |
| ReturnHeader/ReturnTs | 0 | 2024-02-02T16:36:28-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JAMIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | STACY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-03-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $258,295
- Liabilities
- $9,322
- Net assets
- $248,973
- Revenue
- $133,539
- Expenses
- $110,581
- Net income
- $22,958