Civic Intelligence

Trilogy at Glen Ivy Community Services

990 • Fiscal year 2017 • EIN 72-1549935

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 16, 2017

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

59th percentile

0.08x

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

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.24x

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

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Net Margin

57th percentile

8.9%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$756,179

No earlier filing loaded for comparison.

Net Assets

$693,886

No earlier filing loaded for comparison.

Liabilities

$62,293

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin57th percentile

Revenue

$260,039

No earlier filing loaded for comparison.

Expenses

$236,800

No earlier filing loaded for comparison.

Net Income

$23,239

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2017

Assets$756,179
Liabilities$62,293
Net Assets$693,886
Open 2017 Filing

Operations Trend

Revenue Growth82nd 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

2017

Revenue$260,039
Expenses$236,800
Net Income$23,239
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 16, 2017
Return Version
2016v3.0
Gross Receipts
$260,039
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$670,647$693,886▲ $23,239
Cash and Non-Interest-Bearing Accounts$104,527$397,474▲ $292,947
Savings and Temporary Cash Investments$567,700$351,259▼ $216,441
Prepaid Expenses and Deferred Charges$5,224$6,381▲ $1,157
Total Assets$678,527$756,179▲ $77,652
Other Assets Total$1,076$1,065▼ $11
Liabilities
Accounts Payable and Accrued Expenses$7,880$62,293▲ $54,413
Total Liabilities$7,880$62,293▲ $54,413
Net Assets / Fund Balance
Total Net Assets Fund Balance$670,647$693,886▲ $23,239
Total Liabilities and Net Assets / Fund Balance$678,527$756,179▲ $77,652
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
William BrewsterPresident
John CosgroveDirector at
Janice WalkerC F O
Jim PfefferSecretary
Jane SniderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$254,591
Investment Income
$5,448
Other Revenue
$0
Change in Net Assets
$23,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$260,039
Total Revenue per Audited Statements
$260,039
Total Revenue per Form 990
$260,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,800
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-$19,020-$19,020
Fees for Services Legal-$14,366-$14,366
Other Expenses$10,617--$10,617
Fees for Services Accounting-$9,209-$9,209
Insurance-$6,257-$6,257
Total Functional Expenses$187,948$48,852$0$236,800

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$236,800
Total Expenses per Audited Statements$236,800
Total Expenses per Form 990$236,800
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
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, 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
Janice Walker
Title
C F O
Phone
9494500202
Signed
2017-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Brewster
Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

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 5, Part V, Line 3B

“N/A”

Raw XML Appendix284 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/ExplanationTxt1YES - ACTION PROPERTY MANAGEMENT, 2603 MAIN STREET, SUITE 500, IRVINE, CA 92614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN INDEPENDENT CPA PREPARES THE TAX RETURNS BASED UPON FINANCIAL STATEMENTS THAT WERE APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YES - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 5, PART V, LINE 3B
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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/PreparationDt02017-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02017-08-23T09:01:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

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

Open filing
Assets
$756,179
Liabilities
$62,293
Net assets
$693,886
Revenue
$260,039
Expenses
$236,800
Net income
$23,239
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
2017Detailed filing. Detailed filing data is available for this year.$7.56$0.62$6.94$2.60$2.37$0.23