Civic Intelligence

Trilogy at La Quinta Community Services C/O Firstservice Residential

990 • Fiscal year 2017 • EIN 65-1192362

Apr 01, 2016 to Mar 31, 2017 • Filed on Oct 17, 2017

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

8.5%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$408,223

Down $47,720 (-10%) from 2016

Net Assets

Down

$407,288

Down $48,167 (-11%) from 2016

Liabilities

Up

$935

Up $447 (+92%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Up

$118,605

Up $9,276 (+8.5%) from 2016

Expenses

Down

$166,772

Down $98,912 (-37%) from 2016

Net Income

Up

-$48,167

Up $108,188 (+69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2017

Assets$408,223
Liabilities$935
Net Assets$407,288
Open 2017 Filing

Operations Trend

Revenue Growth68th 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

2017

Revenue$118,605
Expenses$166,772
Net Income-$48,167
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$118,605
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$353,290$350,000▼ $3,290
Cash and Non-Interest-Bearing Accounts$97,618$52,690▼ $44,928
Prepaid Expenses and Deferred Charges$4,289$4,999▲ $710
Pledges and Grants Receivable$746$534▼ $212
Total Assets$455,943$408,223▼ $47,720
Liabilities
Accounts Payable and Accrued Expenses$488$935▲ $447
Total Liabilities$488$935▲ $447
Net Assets / Fund Balance
Unrestricted Net Assets$455,455$407,288▼ $48,167
Total Net Assets Fund Balance$455,455$407,288▼ $48,167
Total Liabilities and Net Assets / Fund Balance$455,943$408,223▼ $47,720
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Dale TyermanPresident
Tom SweetDirector
William CollinsCFO
Richard BesoneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$114,979
Investment Income
$3,376
Other Revenue
$250
Change in Net Assets
$-48,167

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,605
Total Revenue per Audited Statements
$118,605
Total Revenue per Form 990
$118,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,772
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$128,255--$128,255
Fees for Services Management$21,000--$21,000
Fees for Services Legal$12,355--$12,355
Insurance$5,162--$5,162
Total Functional Expenses$166,772$0$0$166,772

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,772
Total Expenses per Audited Statements$166,772
Total Expenses per Form 990$166,772
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
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 annually 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 Commun Serv

Signing Officer

Name
Dale Tyerman
Title
President
Phone
9494500202
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Tyerman
Formed
2003
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
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, Part IX, Line 11G

“Salary reimb.- trilogy maint. 9,000 0 0 landscaping 38,264 0 0 avenue 60 tree lighting pr. 3,600 0 0 community contrib. And grants 48,091 0 0 social activities and events 24,540 0 0 administrative expense 4,665 0 0 filing fees 95 0 0 total 128,255 0 0”

Raw XML Appendix276 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY 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/ExplanationTxt1THE ORGANIZATION HAS ONE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3AN 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/ExplanationTxt4THE 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/ExplanationTxt5FEDERAL AND STATE TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MONITORED ANNUALLY BY ALL BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SALARY REIMB.- TRILOGY MAINT. 9,000 0 0 LANDSCAPING 38,264 0 0 AVENUE 60 TREE LIGHTING PR. 3,600 0 0 COMMUNITY CONTRIB. AND GRANTS 48,091 0 0 SOCIAL ACTIVITIES AND EVENTS 24,540 0 0 ADMINISTRATIVE EXPENSE 4,665 0 0 FILING FEES 95 0 0 TOTAL 128,255 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE TYERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494500202
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId048FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055768AC9CD56D4035E89663FEFE1880A83120F3A
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/PreparationDt02017-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02017-10-23T10:26:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,223
Liabilities
$935
Net assets
$407,288
Revenue
$118,605
Expenses
$166,772
Net income
-$48,167
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
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.01$4.07$1.19$1.67$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits