Civic Intelligence

Newbridge Cluster Association C/O Legacy Community Services

990EZ • Fiscal year 2024 • EIN 23-7452659

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 13, 2025

45945 Trefoil Lane 112Sterling, VA 20166

(571) 313-1004

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

9.5%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$282,706

Up $24,411 (+9.5%) from 2023

Net Assets

Up

$273,768

Up $24,795 (+10.0%) from 2023

Liabilities

Down

$8,938

Down $384 (-4.1%) from 2023

Revenue

Up

$148,793

Up $15,254 (+11%) from 2023

Expenses

Up

$123,998

Up $13,417 (+12%) from 2023

Net Income

Up

$24,795

Up $1,837 (+8.0%) from 2023

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

2024

Assets$282,706
Liabilities$8,938
Net Assets$273,768

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

2024

Revenue$148,793
Expenses$123,998
Net Income$24,795
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$148,793
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$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE STACYPresident-$0--
SANDRA J KLASSENVice President-$0--
MEGAN MCGUIRETreasurer-$0--
DAN PEDEVILLANOSecretary-$0--
DAVID LABRANCHEMember 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
President
Phone
7037238450
Signed
2025-02-13
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: 60. Description: late fees. Amount: 843. Description: miscellaneous income. Amount: 50. Total to form 990-ez, line 8: 953.

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

Description: trash removal. Amount: 24,927. Description: landscaping. Amount: 42,784. Description: grounds. Amount: 23,340. Description: management fees. Amount: 11,989. Description: repairs and maintenance. Amount: 8,856. Description: legal and audit fees. Amount: 3,084. Description: utilities. Amount: 5,555. Description: administrative. Amount: 1,572. Description: insurance. Amount: 561. Description: snow removal. Amount: 1,330. Total to form 990-ez, line 16: 123,998.

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

Description: accounts receivable. Beg. Of year amount: 1,235. End of year amount: 7,830. Description: prepaid expenses. Beg. Of year amount: 2,361. End of year amount: 3,203.

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

Description: accounts payable. Beg. Of year amount: 1,108. End of year amount: 0. Description: prepaid assessments. Beg. Of year amount: 7,434. End of year amount: 8,938. Description: other payable. Beg. Of year amount: 780. End of year amount: 0.

Raw XML Appendix127 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/BusinessNameLine1Txt0LEGACY COMMUNITY SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum05713131004
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045945 TREFOIL LANE SUITE 112
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STERLING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020166
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0254699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0271673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024795
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0258295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0282706
IRS990EZ/GrossReceiptsAmt0148793
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0147840
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0248973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0273768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0248973
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0273768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE STACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA J KLASSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN MCGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN PEDEVILLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID LABRANCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03596
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011033
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0123998
IRS990EZ/OtherRevenueTotalAmt0953
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION THAT MAINTAINS AND REPAIRS COMMON PROPERTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE AND OPERATION OF THE COMMON PROPERTY AND OTHER ELEMENTS OF THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09322
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08938
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123998
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0148793
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWBRIDGEHOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 60. DESCRIPTION: LATE FEES. AMOUNT: 843. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 8: 953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRASH REMOVAL. AMOUNT: 24,927. DESCRIPTION: LANDSCAPING. AMOUNT: 42,784. DESCRIPTION: GROUNDS. AMOUNT: 23,340. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 11,989. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 8,856. DESCRIPTION: LEGAL AND AUDIT FEES. AMOUNT: 3,084. DESCRIPTION: UTILITIES. AMOUNT: 5,555. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,572. DESCRIPTION: INSURANCE. AMOUNT: 561. DESCRIPTION: SNOW REMOVAL. AMOUNT: 1,330. TOTAL TO FORM 990-EZ, LINE 16: 123,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,235. END OF YEAR AMOUNT: 7,830. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,361. END OF YEAR AMOUNT: 3,203.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,108. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID ASSESSMENTS. BEG. OF YEAR AMOUNT: 7,434. END OF YEAR AMOUNT: 8,938. DESCRIPTION: OTHER PAYABLE. BEG. OF YEAR AMOUNT: 780. END OF YEAR AMOUNT: 0.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE STACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07037238450
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBRIDGE CLUSTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LEGACY COMMUNITY SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0237452659
ReturnHeader/Filer/PhoneNum05713131004
ReturnHeader/Filer/USAddress/AddressLine1Txt045945 TREFOIL LANE 112
ReturnHeader/Filer/USAddress/CityNm0STERLING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541917519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DALY HAMAD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 STERLING RD SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERNDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020170
ReturnHeader/PreparerPersonGrp/PhoneNum07037969501
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAMAD CPA
ReturnHeader/ReturnTs02025-02-14T17:17:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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