Civic Intelligence

Trilogy at Glen Ivy Community Services

990 • Fiscal year 2019 • EIN 72-1549935

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 13, 2020

Organization Profile
2603 Main Street Suite 500Irvine, CA 92614

(949) 450-0202

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$513,331

Up $84,592 (+20%) from 2018

Net Assets

Up

$512,011

Up $83,272 (+19%) from 2018

Liabilities

Up

$1,320

Up $1,320 from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin84th percentile

Revenue

Down

$220,304

Down $56,957 (-21%) from 2018

Expenses

Down

$137,032

Down $405,376 (-75%) from 2018

Net Income

Up

$83,272

Up $348,419 (+131%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0Assets 2017: $756,179Liabilities 2017: $62,293Net Assets 2017: $693,8862017Assets 2018: $428,739Liabilities 2018: $0Net Assets 2018: $428,7392018Assets 2019: $513,331Liabilities 2019: $1,320Net Assets 2019: $512,0112019Assets 2020: $419,702Liabilities 2020: $5,915Net Assets 2020: $413,7872020Assets 2021: $485,518Liabilities 2021: $3,852Net Assets 2021: $481,6662021Assets 2022: $584,423Liabilities 2022: $8,410Net Assets 2022: $576,0132022Assets 2025: $181,256Liabilities 2025: $14,288Net Assets 2025: $166,9682025

Highlighted filing

2019

Assets$513,331
Liabilities$1,320
Net Assets$512,011
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $260,039Expenses 2017: $236,800Net Income 2017: $23,2392017Revenue 2018: $277,261Expenses 2018: $542,408Net Income 2018: -$265,1472018Revenue 2019: $220,304Expenses 2019: $137,032Net Income 2019: $83,2722019Revenue 2020: $228,916Expenses 2020: $328,305Net Income 2020: -$99,3892020Revenue 2021: $213,138Expenses 2021: $145,259Net Income 2021: $67,8792021Revenue 2022: $280,087Expenses 2022: $185,740Net Income 2022: $94,3472022Revenue 2025: $258,316Expenses 2025: $838,025Net Income 2025: -$579,7092025

Highlighted filing

2019

Revenue$220,304
Expenses$137,032
Net Income$83,272
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Gross Receipts
$220,304
Mission and Program Overview

Mission

To promote the common good and general social welfare of the people of the community through civic betterments and social improvements.

The purpose is to promote the common good and general social welfare of the people of the community through civic betterments and social improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$428,739$512,011▲ $83,272
Savings and Temporary Cash Investments$265,013$360,000▲ $94,987
Cash and Non-Interest-Bearing Accounts$157,976$146,956▼ $11,020
Prepaid Expenses and Deferred Charges$5,750$5,088▼ $662
Total Assets$428,739$513,331▲ $84,592
Other Assets Total-$1,287-
Liabilities
Accounts Payable and Accrued Expenses-$1,320-
Total Liabilities$0$1,320▲ $1,320
Net Assets / Fund Balance
Total Net Assets Fund Balance$428,739$512,011▲ $83,272
Total Liabilities and Net Assets / Fund Balance$428,739$513,331▲ $84,592
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
William BrewsterPresident
Janice WalkerDirector
Ron BostromC F O
Jim PfefferSecretary
Jane SniderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$214,346
Investment Income
$5,861
Other Revenue
$97
Change in Net Assets
$83,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$220,304
Total Revenue per Audited Statements
$220,304
Total Revenue per Form 990
$220,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,032
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 Management-$25,200-$25,200
Office Expenses-$6,690-$6,690
Insurance-$5,587-$5,587
Other Expenses$2,081--$2,081
Fees for Services Legal-$1,085-$1,085
Total Functional Expenses$98,470$38,562$0$137,032

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$137,032
Total Expenses per Audited Statements$137,032
Total Expenses per Form 990$137,032
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Yes - action property management, 2603 main street, suite 500, irvine, ca 92614”

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

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

“YES”

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

“An independent cpa prepares the tax returns based upon financial statements that were approved by the board.”

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

“Yes - for each interest disclosed to the president of the board of directors, the president will determine whether to: (a) take no action; (b) assure full disclosure to the board of directors and other individuals covered by this policy; (c) ask the person to recuse himself or herself from participation in related discussions or decisions; or (d) ask the person to resign from his or her position in the corporation or, if the person refuses to resign, become subject to possible removal in accordance with the corporation's removal procedures. The corporation's managing agent will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the president of the board of directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occured.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Trilogy at Glen Ivy Community
EIN
72-1549935
Phone
9494500202
Address
2603 MAIN STREET SUITE 500, IRVINE, CA 92614

Signing Officer

Name
Ron Bostrom
Title
C F O
Phone
9494500202
Signed
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Newman Certified Public Accountant Pc
Address
3164 LIONSHEAD AVENUE SUITE B, CARLSBAD, CA 92010
Preparer
Jeremy Newman
Phone
7602744029
Raw XML Appendix287 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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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03164 LIONSHEAD AVENUE SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092010
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02020-02-14T12:51:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,331
Liabilities
$1,320
Net assets
$512,011
Revenue
$220,304
Expenses
$137,032
Net income
$83,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.14$1.67$2.58$8.38$5.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.08$5.76$2.80$1.86$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.04$4.82$2.13$1.45$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.06$4.14$2.29$3.28$0.99
2019Detailed filing. Detailed filing data is available for this year.$5.13$0.01$5.12$2.20$1.37$0.83
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.00$4.29$2.77$5.42$2.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.62$6.94$2.60$2.37$0.23