Civic Intelligence

Trilogy at La Quinta Community Services C/O Firstservice Residential

990 • Fiscal year 2016 • EIN 65-1192362

Apr 01, 2015 to Mar 31, 2016 • Filed on Sep 24, 2016

Organization ProfileN/A
60-750 Trilogy ParkwayLA Quinta, CA 92253

(949) 450-0202

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

2nd percentile

-143%

Higher net margin than 2% of similar nonprofits.

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

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.

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

Asset Growth

13th percentile

-26%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$455,943

Down $156,621 (-26%) from 2015

Net Assets

Down

$455,455

Down $156,355 (-26%) from 2015

Liabilities

Down

$488

Down $266 (-35%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin2nd percentile

Revenue

Down

$109,329

Down $48,306 (-31%) from 2015

Expenses

Down

$265,684

Down $169,127 (-39%) from 2015

Net Income

Up

-$156,355

Up $120,821 (+44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$1.0M$500K$0Assets 2011: $629,845Liabilities 2011: $2,953Net Assets 2011: $626,8922011Assets 2012: $731,525Liabilities 2012: $6,510Net Assets 2012: $725,0152012Assets 2013: $812,936Liabilities 2013: $0Net Assets 2013: $812,9362013Assets 2014: $890,516Liabilities 2014: $0Net Assets 2014: $890,5162014Assets 2015: $612,564Liabilities 2015: $754Net Assets 2015: $611,8102015Assets 2016: $455,943Liabilities 2016: $488Net Assets 2016: $455,4552016Assets 2017: $408,223Liabilities 2017: $935Net Assets 2017: $407,2882017Assets 2018: $325,318Liabilities 2018: $3,758Net Assets 2018: $321,5602018Assets 2019: $225,653Liabilities 2019: $0Net Assets 2019: $225,6532019Assets 2020: $155,721Liabilities 2020: $155,721Net Assets 2020: $02020Assets 2021: $221,753Liabilities 2021: $221,753Net Assets 2021: $02021Assets 2022: $341,312Liabilities 2022: $341,312Net Assets 2022: $02022Assets 2023: $352,633Liabilities 2023: $352,633Net Assets 2023: $02023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$455,943
Liabilities$488
Net Assets$455,455
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $179,478Expenses 2011: $42,376Net Income 2011: $137,1022011Revenue 2012: $198,322Expenses 2012: $73,748Net Income 2012: $124,5742012Revenue 2013: $192,680Expenses 2013: $104,759Net Income 2013: $87,9212013Revenue 2014: $248,348Expenses 2014: $170,768Net Income 2014: $77,5802014Revenue 2015: $157,635Expenses 2015: $434,811Net Income 2015: -$277,1762015Revenue 2016: $109,329Expenses 2016: $265,684Net Income 2016: -$156,3552016Revenue 2017: $118,605Expenses 2017: $166,772Net Income 2017: -$48,1672017Revenue 2018: $113,316Expenses 2018: $200,606Net Income 2018: -$87,2902018Revenue 2019: $208,673Expenses 2019: $301,477Net Income 2019: -$92,8042019Revenue 2020: $295,575Expenses 2020: $295,575Net Income 2020: $02020Revenue 2021: $304,119Expenses 2021: $304,119Net Income 2021: $02021Revenue 2022: $331,935Expenses 2022: $331,935Net Income 2022: $02022Revenue 2023: $233,463Expenses 2023: $233,463Net Income 2023: $02023Revenue 2025: $0Expenses 2025: $235,376Net Income 2025: -$235,3762025

Highlighted filing

2016

Revenue$109,329
Expenses$265,684
Net Income-$156,355
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Sep 24, 2016
Return Version
2015v3.0
Gross Receipts
$109,329
Mission and Program Overview

Mission

The purpose of the tlqs is to promote the common good and general welfare of the community through community enhancements, values and civic betterments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$450,000$353,290▼ $96,710
Cash and Non-Interest-Bearing Accounts$159,217$97,618▼ $61,599
Prepaid Expenses and Deferred Charges$3,347$4,289▲ $942
Pledges and Grants Receivable-$746-
Total Assets$612,564$455,943▼ $156,621
Liabilities
Accounts Payable and Accrued Expenses$754$488▼ $266
Total Liabilities$754$488▼ $266
Net Assets / Fund Balance
Unrestricted Net Assets$611,810$455,455▼ $156,355
Total Net Assets Fund Balance$611,810$455,455▼ $156,355
Total Liabilities and Net Assets / Fund Balance$612,564$455,943▼ $156,621
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Robert RosePresident
Bill KinnishDirector
Mary Lou GoforthCFO
Richard BesoneSecretary
Ruth Finholt-saluteVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,793
Investment Income
$4,536
Other Revenue
$0
Change in Net Assets
$-156,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,329
Total Revenue per Audited Statements
$109,329
Total Revenue per Form 990
$109,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$223,373--$223,373
Fees for Services Management$21,373--$21,373
Fees for Services Legal$15,963--$15,963
Insurance$4,975--$4,975
Total Functional Expenses$265,684$0$0$265,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$265,684
Total Expenses per Audited Statements$265,684
Total Expenses per Form 990$265,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Daily operations are managed by an independent professional management company. The management company acts as an agent for the association. Board of directors appoints and supervises those who is responsible for the daily activities.”

Form 990, Page 6, Part VI, Line 6

“The organization has one member.”

Form 990, Page 6, Part VI, Line 7A

“The corporation is structured to have members which have right for electing directors. Corporation has annual meeting elections for owners to elect officers for the next year.”

Form 990, Page 6, Part VI, Line 7B

“An organization's governing documents dictate various resolution requiring membership approval. Bylaws specify when board meetings must be held and how many board members must be present to pass official business matters via vote. The association complies with all state requirements for community interest developments regarding membership approval.”

Form 990, Page 6, Part VI, Line 8A

“The board governs the organization in pursuit of its charitable mission, and board members carry legal and ethical responsibilities since they hold the nonprofit's assets in trust for the public. Board members have a legal duty of loyalty to the corporation and must abstain from voting on matters in which they have a conflict of interest. Board meeting minutes summarize what occurs at a board of directors meeting.”

Form 990, Page 6, Part VI, Line 11B

“Federal and state tax returns are reviewed and approved by the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Monitored annyally by all board members”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Trilogy at La Quinta Community
EIN
65-1192362
Phone
9494500202
Address
60-750 TRILOGY PARKWAY, LA QUINTA, CA 92253
Doing Business As
Trilogy at La Quinta Community

Signing Officer

Name
Robert Rose
Title
President
Phone
9494500202
Signed
2016-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rose
Formed
2003
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Newman and Associates Inc
Address
3141 TIGER RUN CT STE 102, CARLSBAD, CA 92010-6649
Preparer
Jeremy Newman
Phone
7602744029
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“SERVICES”

Form 990, Part IX, Line 11G

“Salary reimb.- trilogy maint. 9,000 0 0 landscaping 59,731 0 0 avenue 60 tree lighting pr. 63,789 0 0 community contirb. And grants 67,299 0 0 social activities and events 14,469 0 0 spa advertising and mailing 2,168 0 0 administrative expense 6,847 0 0 filing fees 70 0 0”

Raw XML Appendix275 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4BILL KINNISH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAILY OPERATIONS ARE MANAGED BY AN INDEPENDENT PROFESSIONAL MANAGEMENT COMPANY. THE MANAGEMENT COMPANY ACTS AS AN AGENT FOR THE ASSOCIATION. BOARD OF DIRECTORS APPOINTS AND SUPERVISES THOSE WHO IS RESPONSIBLE FOR THE DAILY ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ONE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CORPORATION IS STRUCTURED TO HAVE MEMBERS WHICH HAVE RIGHT FOR ELECTING DIRECTORS. CORPORATION HAS ANNUAL MEETING ELECTIONS FOR OWNERS TO ELECT OFFICERS FOR THE NEXT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN ORGANIZATION'S GOVERNING DOCUMENTS DICTATE VARIOUS RESOLUTION REQUIRING MEMBERSHIP APPROVAL. BYLAWS SPECIFY WHEN BOARD MEETINGS MUST BE HELD AND HOW MANY BOARD MEMBERS MUST BE PRESENT TO PASS OFFICIAL BUSINESS MATTERS VIA VOTE. THE ASSOCIATION COMPLIES WITH ALL STATE REQUIREMENTS FOR COMMUNITY INTEREST DEVELOPMENTS REGARDING MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD GOVERNS THE ORGANIZATION IN PURSUIT OF ITS CHARITABLE MISSION, AND BOARD MEMBERS CARRY LEGAL AND ETHICAL RESPONSIBILITIES SINCE THEY HOLD THE NONPROFIT'S ASSETS IN TRUST FOR THE PUBLIC. BOARD MEMBERS HAVE A LEGAL DUTY OF LOYALTY TO THE CORPORATION AND MUST ABSTAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST. BOARD MEETING MINUTES SUMMARIZE WHAT OCCURS AT A BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEDERAL AND STATE TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MONITORED ANNYALLY BY ALL BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SALARY REIMB.- TRILOGY MAINT. 9,000 0 0 LANDSCAPING 59,731 0 0 AVENUE 60 TREE LIGHTING PR. 63,789 0 0 COMMUNITY CONTIRB. AND GRANTS 67,299 0 0 SOCIAL ACTIVITIES AND EVENTS 14,469 0 0 SPA ADVERTISING AND MAILING 2,168 0 0 ADMINISTRATIVE EXPENSE 6,847 0 0 FILING FEES 70 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0611810
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0455455
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494500202
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRILOGY AT LA QUINTA COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0651192362
ReturnHeader/Filer/PhoneNum09494500202
ReturnHeader/Filer/USAddress/AddressLine1Txt060-750 TRILOGY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0LA QUINTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03141 TIGER RUN CT STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920106649
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02017-08-11T09:12:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$455,943
Liabilities
$488
Net assets
$455,455
Revenue
$109,329
Expenses
$265,684
Net income
-$156,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$2.35$2.35
2023Summary only. Only limited summary data is available for this year.$3.53$3.53$0.00$2.33$2.33$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$3.41$0.00$3.32$3.32$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$2.22$0.00$3.04$3.04$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$1.56$0.00$2.96$2.96$0.00
2019Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$2.09$3.01$0.93
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.04$3.22$1.13$2.01$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.01$4.07$1.19$1.67$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.55$1.09$2.66$1.56
2015Summary only. Only limited summary data is available for this year.$6.13$0.01$6.12$1.58$4.35$2.77
2014Summary only. Only limited summary data is available for this year.$8.91$0.00$8.91$2.48$1.71$0.78
2013Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$1.93$1.05$0.88
2012Summary only. Only limited summary data is available for this year.$7.32$0.07$7.25$1.98$0.74$1.25
2011Summary only. Only limited summary data is available for this year.$6.30$0.03$6.27$1.79$0.42$1.37