TRILOGY AT LA QUINTA COMMUNITY SERVICES C/O FIRSTSERVICE (EIN 651192362) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

ELAINE BROWN

Phone

9494486000

Tax Period

2023-04-01 to 2024-03-31

TRILOGY AT LA QUINTA COMMUNITY SERVICES C/O FIRSTSERVICE, founded in 2002, is a small nonprofit that reported $292K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

PROMOTE COMMON GOOD & GENERAL WELFARE OF RESIDENTS VIA CIVIC BETTERMENTS & SOCIAL IMPROVEMENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $291,636

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $291,636

Expense Breakdown

Grants Paid $26,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,754

Other Expenses $265,236

TOTAL EXPENSES $291,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,636	$233,463	+0.2%
Expenses	$291,636	$233,463	+0.2%
Net Income	$0	$0	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE BROWN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN HUNTER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KATHLEEN O'REGAN	TREASURER	5.00	Officer Director	$0	$0	$0
KATHY MERCATANTE	SECRETARY	5.00	Officer Director	$0	$0	$0
RICHARD BESONE	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$291,636	$291,636	$238,658	No data
2023	$233,463	$233,463	$352,633	No data
2022	$331,935	$331,935	$341,312	No data
2021	$304,119	$304,119	$221,753	No data
2020	$295,575	$295,575	$155,721	No data
2018	$113,316	$200,606	$325,318	$-87,290

TRILOGY AT LA QUINTA COMMUNITY SERVICES C/O FIRSTSERVICE