Civic Intelligence

Trilogy at Glen Ivy Community Services

EIN 72-1549935 • 501(c)4 • Irvine, CA

Profile

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

320 Commerce Suite 200Irvine, CA 92602
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.06x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

5th percentile

-224%

Higher net margin than 5% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-76%

Faster asset growth than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

6.7%

Faster revenue growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$181,256

Down $403,167 (-69%) from 2022

Liabilities

Up

$14,288

Up $5,878 (+70%) from 2022

Net Assets

Down

$166,968

Down $409,045 (-71%) from 2022

Operations
Liabilities / Revenue75th percentileNet Margin5th percentile

Revenue

Down

$258,316

Down $21,771 (-7.8%) from 2022

Expenses

Up

$838,025

Up $652,285 (+351%) from 2022

Net Income

Down

-$579,709

Down $674,056 (-714%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$181,256
Liabilities$14,288
Net Assets$166,968
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$258,316
Expenses$838,025
Net Income-$579,709
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$181,256
Liabilities
$14,288
Net assets
$166,968
Revenue
$258,316
Expenses
$838,025
Net income
-$579,709
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.0
Gross Receipts
$258,316
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$746,677$166,968▼ $579,709
Savings and Temporary Cash Investments-$100,918-
Cash and Non-Interest-Bearing Accounts$759,413$76,791▼ $682,622
Prepaid Expenses and Deferred Charges$4,262$3,547▼ $715
Total Assets$763,675$181,256▼ $582,419
Liabilities
Accounts Payable and Accrued Expenses$3,072$8,112▲ $5,040
Deferred Revenue$10,826$5,852▼ $4,974
Other Liabilities$3,100$324▼ $2,776
Total Liabilities$16,998$14,288▼ $2,710
Net Assets / Fund Balance
Total Net Assets Fund Balance$746,677$166,968▼ $579,709
Total Liabilities and Net Assets / Fund Balance$763,675$181,256▼ $582,419
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Todd KeeganPresident
Allan HornickCFO
Sigi RonneburgSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$236,100
Investment Income
$22,004
Other Revenue
$212
Change in Net Assets
$-579,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$258,316
Total Revenue per Audited Statements
$258,316
Total Revenue per Form 990
$258,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$838,025
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-$22,325-$22,325
Other Expenses$8,000--$8,000
Insurance-$4,971-$4,971
Office Expenses-$2,578-$2,578
Fees for Services Accounting-$1,800-$1,800
Fees for Services Legal-$1,351-$1,351
Total Functional Expenses$805,000$33,025$0$838,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$838,025
Total Expenses per Audited Statements$838,025
Total Expenses per Form 990$838,025
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$324
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Yes - action property management: 320 commerce, suite 200, irvine, ca 92602”

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 occurred.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Trilogy at Glen Ivy Community Svc
EIN
72-1549935
Phone
9494500202
Address
320 COMMERCE SUITE 200, IRVINE, CA 92602

Signing Officer

Name
Allan Hornick
Title
CFO
Phone
9494500202
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allan Hornick
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Vanderpol and Company
Address
151 KALMUS DR STE M3A, COSTA MESA, CA 92626-7934
Preparer
Catherine Vanderpol CPA
Phone
7144371025
Raw XML Appendix277 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/IRPDocumentCnt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0721549935
ReturnHeader/Filer/PhoneNum09494500202
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 COMMERCE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464435702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VANDERPOL AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 KALMUS DR STE M3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926267934
ReturnHeader/PreparerPersonGrp/PhoneNum07144371025
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE VANDERPOL CPA
ReturnHeader/ReturnTs02026-01-14T16:56:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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