Civic Intelligence

Windemere Ranch Middle School Educational Fund

990 • Fiscal year 2011 • EIN 04-3815491

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 15, 2011

11611 East Branch Parkway94582
Siviq Scores

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

Liabilities / Assets

89th percentile

0.57x

Higher debt load relative to assets than 89% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$70,996

Up $27,222 (+62%) from 2010

Net Assets

Up

$30,871

Up $18,022 (+140%) from 2010

Liabilities

Up

$40,125

Up $9,200 (+30%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$222,993

Up $21,490 (+11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $43,774Liabilities 2010: $30,925Net Assets 2010: $12,8492010Assets 2011: $70,996Liabilities 2011: $40,125Net Assets 2011: $30,8712011Assets 2012: $34,385Liabilities 2012: $0Net Assets 2012: $34,3852012Assets 2013: $89,787Liabilities 2013: $0Net Assets 2013: $89,7872013Assets 2014: $120,398Liabilities 2014: $0Net Assets 2014: $120,3982014Assets 2015: $161,715Liabilities 2015: $0Net Assets 2015: $161,7152015Assets 2016: $155,956Liabilities 2016: $0Net Assets 2016: $155,9562016Assets 2017: $150,233Liabilities 2017: $0Net Assets 2017: $150,2332017Assets 2018: $148,076Liabilities 2018: $5,901Net Assets 2018: $142,1752018Assets 2019: $108,884Liabilities 2019: $5,900Net Assets 2019: $102,9842019Assets 2020: $142,751Liabilities 2020: $5,900Net Assets 2020: $136,8512020Assets 2021: $204,287Liabilities 2021: $5,900Net Assets 2021: $198,3872021Assets 2022: $201,236Liabilities 2022: $5,900Net Assets 2022: $195,3362022Assets 2023: $409,390Liabilities 2023: $0Net Assets 2023: $409,3902023Assets 2024: $368,165Liabilities 2024: $0Net Assets 2024: $368,1652024Assets 2025: $326,076Liabilities 2025: $0Net Assets 2025: $326,0762025

Highlighted filing

2011

Assets$70,996
Liabilities$40,125
Net Assets$30,871

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $196,262Expenses 2010: $201,503Net Income 2010: -$5,2412010Expenses 2011: $222,9932011Expenses 2012: $331,0542012Revenue 2013: $336,292Expenses 2013: $280,890Net Income 2013: $55,4022013Revenue 2014: $333,864Expenses 2014: $303,253Net Income 2014: $30,6112014Revenue 2015: $344,496Expenses 2015: $303,531Net Income 2015: $40,9652015Revenue 2016: $362,785Expenses 2016: $368,544Net Income 2016: -$5,7592016Revenue 2017: $370,512Expenses 2017: $376,235Net Income 2017: -$5,7232017Revenue 2018: $384,735Expenses 2018: $392,793Net Income 2018: -$8,0582018Revenue 2019: $374,481Expenses 2019: $413,173Net Income 2019: -$38,6922019Revenue 2020: $365,601Expenses 2020: $331,734Net Income 2020: $33,8672020Revenue 2021: $214,773Expenses 2021: $153,237Net Income 2021: $61,5362021Revenue 2022: $279,420Expenses 2022: $282,471Net Income 2022: -$3,0512022Revenue 2023: $271,431Expenses 2023: $59,287Net Income 2023: $212,1442023Revenue 2024: $263,284Expenses 2024: $304,509Net Income 2024: -$41,2252024Revenue 2025: $290,899Expenses 2025: $332,988Net Income 2025: -$42,0892025

Highlighted filing

2011

Revenue-
Expenses$222,993
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 15, 2011
Return Version
2010v3.4
Gross Receipts
$241,015
Mission and Program Overview

Mission

Provide financial assistance to windemere ranch middle school.

Major Activities

Activity 2
The education fund provided funds for the cost of technology support.
Activity 3
The education fund provided funds to purchase new computer equipment.
Filing and Contact Details

Filer

EIN
04-3815491
Raw XML Appendix315 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
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IRS990/AccountsPayableAccruedExpenses/BOY06425
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0THE EDUCATION FUND PROVIDED FUNDS FOR THE COST OF TECHNOLOGY SUPPORT.
IRS990/Activity2/Expense013943
IRS990/Activity2/Grants013943
IRS990/Activity3/Description0THE EDUCATION FUND PROVIDED FUNDS TO PURCHASE NEW COMPUTER EQUIPMENT.
IRS990/Activity3/Expense033632
IRS990/Activity3/Grants033632
IRS990/ActivityOrMissionDescription0PROVIDE FINANCIAL ASSISSTANCE TO WINDEMERE RANCH MIDDLE SCHOOL.
IRS990/AddressPrincipalOfficerUS/AddressLine1011611 EAST BRANCH PARKWAY
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IRS990/DisregardedEntity0false
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IRS990/GrantsToDomesticOrgs/Total0219187
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
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IRS990/GrossReceipts0241015
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IRS990/Insurance/ProgramServices0425
IRS990/Insurance/Total0425
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IRS990/InvestmentIncome/TotalRevenueColumn0383
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IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0ALOK MALHOTRA
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers03
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IRS990/NoListedPersonsCompensated0X
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IRS990/NumberFormsTransmittedWith109600
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IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
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IRS990/OtherExpenses/Description0BANK & CREDIT CARD FEES
IRS990/OtherExpenses/Description1SUPPLIES
IRS990/OtherExpenses/Description2FILING FEES
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IRS990/OtherExpenses/Total01706
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IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
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IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
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IRS990/ReconcilationRevenueExpenses018022
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IRS990/ReportFin48Footnote0false
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IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY018022
IRS990/RevenuesLessExpensesPriorYear0-5241
IRS990/SalariesEtcCurrentYear00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0240632
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0195858
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0161900
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0167371
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0157891
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0923652
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0383
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IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0167371
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0157891
IRS990ScheduleA/Total509/Total0923652
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0241015
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0158908
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IRS990/ScheduleBRequired0false
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10899 OLD ORCHARD DRIVE
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IRS990ScheduleI/RecipientTable/AddressUS/City1DANVILLE
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IRS990ScheduleI/RecipientTable/AmountOfCashGrant0171612
IRS990ScheduleI/RecipientTable/AmountOfCashGrant113943
IRS990ScheduleI/RecipientTable/AmountOfCashGrant233632
IRS990ScheduleI/RecipientTable/EINOfRecipient0043815491
IRS990ScheduleI/RecipientTable/EINOfRecipient1043815491
IRS990ScheduleI/RecipientTable/EINOfRecipient2043815491
IRS990ScheduleI/RecipientTable/IRCSection03
IRS990ScheduleI/RecipientTable/IRCSection13
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0CLASS SIZE REDUCTION
IRS990ScheduleI/RecipientTable/PurposeOfGrant1TECHNOLOGY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant2TECHNOLOGY UPGRADE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10SAN RAMON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11SAN RAMON SCHOOL DISTRICT
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IRS990ScheduleI/RecordsMaintained0false
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IRS990ScheduleO/GeneralExplanation/Explanation1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
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IRS990/TheBooksAreInCareOf/AddressUS/City0SAN RAMON
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094582
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0383
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IRS990/TransactionRelatedEntity0false
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IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY012849
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IRS990/WebSite0WWW.WRMS.SRVUSD.K12.CA.US/WRMSEDFUND
IRS990/WhistleblowerPolicy0false
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043815491
ReturnHeader/Filer/Name/BusinessNameLine10WINDEMERE RANCH MIDDLE SCHOOL
ReturnHeader/Filer/Name/BusinessNameLine20EDUCATIONAL FUND
ReturnHeader/Filer/NameControl0WIND
ReturnHeader/Filer/Phone09254797400
ReturnHeader/Filer/USAddress/AddressLine1011611 EAST BRANCH PARKWAY
ReturnHeader/Filer/USAddress/City0SAN RAMON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094582
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-11-15
ReturnHeader/Officer/Name0ALOK MALHORTA
ReturnHeader/Officer/Phone09254797400
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02011-11-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FINCK RUDNICK AND COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1039510 PASEO PADRE PARKWAY SUITE 26
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FREMONT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094538
ReturnHeader/Preparer/Name0BRADLEY RUDNICK
ReturnHeader/Preparer/Phone05107925770
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-07T14:06:44-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$2.91$3.33$0.42
2024Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$2.63$3.05$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$2.71$0.59$2.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.06$1.95$2.79$2.82$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.06$1.98$2.15$1.53$0.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.06$1.37$3.66$3.32$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.06$1.03$3.74$4.13$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.06$1.42$3.85$3.93$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$3.71$3.76$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$3.63$3.69$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$3.44$3.04$0.41
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.20$0.00$1.20$3.34$3.03$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$3.36$2.81$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$3.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.40$0.31$2.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.31$0.13$1.96$2.02$0.05