Civic Intelligence

Alma Foundation

990EZ • Fiscal year 2015 • EIN 02-0771025

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
501 Swanson AvenuePlacentia, CA 92870

(714) 993-2521

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

61%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

561%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$290,324

Up $110,402 (+61%) from 2014

Net Assets

Up

$290,324

Up $110,402 (+61%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$130,098

Up $110,429 (+561%) from 2014

Expenses

Down

$19,696

Down $224 (-1.1%) from 2014

Net Income

Up

$110,402

Up $110,653 (+44085%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0Assets 2013: $180,173Liabilities 2013: $0Net Assets 2013: $180,1732013Assets 2014: $179,922Liabilities 2014: $0Net Assets 2014: $179,9222014Assets 2015: $290,324Liabilities 2015: $0Net Assets 2015: $290,3242015Assets 2016: $266,833Liabilities 2016: $0Net Assets 2016: $266,8332016Assets 2017: $273,593Liabilities 2017: $0Net Assets 2017: $273,5932017Assets 2018: $241,257Liabilities 2018: $0Net Assets 2018: $241,2572018Assets 2019: $218,653Net Assets 2019: $218,6532019Assets 2020: $162,464Liabilities 2020: $0Net Assets 2020: $162,4642020Assets 2021: $134,435Liabilities 2021: $0Net Assets 2021: $134,4352021Assets 2022: $94,801Liabilities 2022: $0Net Assets 2022: $94,8012022Assets 2023: $71,704Net Assets 2023: $71,7042023Assets 2024: $113,004Net Assets 2024: $113,0042024

Highlighted filing

2015

Assets$290,324
Liabilities$0
Net Assets$290,324
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100KRevenue 2013: $129,870Expenses 2013: $25,080Net Income 2013: $104,7902013Revenue 2014: $19,669Expenses 2014: $19,920Net Income 2014: -$2512014Revenue 2015: $130,098Expenses 2015: $19,696Net Income 2015: $110,4022015Revenue 2016: -$507Expenses 2016: $22,985Net Income 2016: -$23,4922016Revenue 2017: $84,903Expenses 2017: $78,143Net Income 2017: $6,7602017Revenue 2018: $4,645Expenses 2018: $36,981Net Income 2018: -$32,3362018Revenue 2019: $7,970Expenses 2019: $30,574Net Income 2019: -$22,6042019Revenue 2020: $29,704Expenses 2020: $85,893Net Income 2020: -$56,1892020Revenue 2021: $1,146Expenses 2021: $29,175Net Income 2021: -$28,0292021Revenue 2022: $0Expenses 2022: $39,635Net Income 2022: -$39,6352022Revenue 2023: $26,934Expenses 2023: $50,031Net Income 2023: -$23,0972023Revenue 2024: $199,514Expenses 2024: $158,214Net Income 2024: $41,3002024

Highlighted filing

2015

Revenue$130,098
Expenses$19,696
Net Income$110,402
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$198,743
Mission and Program Overview

Mission

The alma foundation was organized exclusively for charitable, educational and scientific purposes and continues to serve this purpose.

Program Services

DescriptionGrantsExpenses
THE ALMA FOUNDATION ISSUES SCHOLARSHIP AWARDS EACH YEAR TO VARIOUS RECIPIENTS. THE FUNDS RAISED FOR SUCH SCHOLARSHIPS ARE EARNED FROM THE ANNUAL GALA AND DONATIONS.-$15,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL WALKIMChairmanPT$0--
ISSAM RAADPresidentPT$0--
PIERRE KHOURYTreasurerPT$0--
DR RAY HACHEMVice PresidePT$0--
DR CHRISTELLE CHAKERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$194,543$194,543$26,197$168,346
Total Events$194,543$194,543$68,645$125,898
Filing and Contact Details

Filer

Filer Name
Alma Foundation
EIN
02-0771025
Address
501 SWANSON AVENUE, PLACENTIA, CA 92870

Signing Officer

Name
Pierre Khoury
Title
Treasurer
Signed
2016-11-15

Preparer

Firm
The Rascon CPA Firm
Address
1095 EVERGREEN CIR STE 200, THE WOODLANDS, TX 77380-3646
Preparer
Melissa Rascon CPA
Phone
8324824611
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships awarded 15,000 computer & website exp 1,200 advertising 1,000 supplies 300 medical symposium expense 1,000 postage 171 franchise taxes 25 total 18,696”

Form 990-ez, Part III

“The alma foundation was organized exclusively for charitable, educational and scientific purposes and continues to serve this purpose.”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DR PIERRE KHOURY
IRS990EZ/BooksInCareOfDetail/PhoneNum07149932521
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THE WOODLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077381
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0179922
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IRS990EZ/ExcessOrDeficitForYearAmt0110402
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0194543
IRS990EZ/GrossReceiptsAmt0198743
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02200
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL WALKIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISSAM RAAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PIERRE KHOURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR RAY HACHEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR CHRISTELLE CHAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018696
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ALMA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND CONTINUES TO SERVE THIS PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ALMA FOUNDATION ISSUES SCHOLARSHIP AWARDS EACH YEAR TO VARIOUS RECIPIENTS. THE FUNDS RAISED FOR SUCH SCHOLARSHIPS ARE EARNED FROM THE ANNUAL GALA AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt068645
IRS990EZ/SpecialEventsNetIncomeLossAmt0125898
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019696
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt0130098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0196743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0139781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0353513
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0418013
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0198743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0192281
IRS990ScheduleA/Total509Grp/TotalAmt0418013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0198743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026989
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418013
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068645
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06369
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06369
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03387
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03387
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0194543
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0125898
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026197
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt032692
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt032692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS AWARDED 15,000 COMPUTER & WEBSITE EXP 1,200 ADVERTISING 1,000 SUPPLIES 300 MEDICAL SYMPOSIUM EXPENSE 1,000 POSTAGE 171 FRANCHISE TAXES 25 TOTAL 18,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ALMA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND CONTINUES TO SERVE THIS PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PIERRE KHOURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALMA
ReturnHeader/Filer/EIN0020771025
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 SWANSON AVENUE
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464374164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE RASCON CPA FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01095 EVERGREEN CIR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THE WOODLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0773803646
ReturnHeader/PreparerPersonGrp/PhoneNum08324824611
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA RASCON CPA
ReturnHeader/ReturnTs02016-11-15T12:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,324
Liabilities
$0
Net assets
$290,324
Revenue
$130,098
Expenses
$19,696
Net income
$110,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$1.13$2.00$1.58$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.27$0.50$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.40$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01$0.29$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.30$0.86$0.56
2019Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.08$0.31$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.05$0.37$0.32
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.85$0.78$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.01$0.23$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.30$0.20$1.10
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.20$0.20$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.30$0.25$1.05