Civic Intelligence

Windemere Ranch Middle School Educational Fund

990 • Fiscal year 2022 • EIN 04-3815491

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 24, 2023

Organization ProfileWWW.WRMS.SRVUSD.K12.CA.US/WRMSEDFUND
11611 East Branch ParkwaySan Ramon, CA 94582

(925) 479-7400

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

30%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$201,236

Down $3,051 (-1.5%) from 2021

Net Assets

Down

$195,336

Down $3,051 (-1.5%) from 2021

Liabilities

Flat

$5,900

Flat from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin38th percentile

Revenue

Up

$279,420

Up $64,647 (+30%) from 2021

Expenses

Up

$282,471

Up $129,234 (+84%) from 2021

Net Income

Down

-$3,051

Down $64,587 (-105%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2022

Assets$201,236
Liabilities$5,900
Net Assets$195,336
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

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

2022

Revenue$279,420
Expenses$282,471
Net Income-$3,051
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 24, 2023
Return Version
2021v4.1
Gross Receipts
$279,420
Mission and Program Overview

Mission

Provide financial assistance to windemere ranch middle school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$200,660$197,609▼ $3,051
Accounts Receivable$3,507$3,507→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$204,287$201,236▼ $3,051
Other Assets Total$120$120→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,900$5,900→ $0
Total Liabilities$5,900$5,900→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$198,387$195,336▼ $3,051
Total Net Assets Fund Balance$198,387$195,336▼ $3,051
Total Liabilities and Net Assets / Fund Balance$204,287$201,236▼ $3,051
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amar MannPresident
Aasha SachdevCorporate Match
Jeff OsbornSchl Staff Mbr
David BolinSchool Prin
Amy KellySecretary
Sujal ShahTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,417
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
All Other Contributions
$279,417
Change in Net Assets
$-3,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$280,988
Other Expenses$1,483
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$280,988--$280,988
Fees for Services Accounting-$860-$860
Insurance-$610-$610
Office Expenses-$13-$13
Total Functional Expenses$280,988$1,483$0$282,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon School DistrictSan Ramon, CA-Class Size Reduction$244,092
San Ramon School DistrictSan Ramon, CA-Technology Support$36,446
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Windemere Ranch Middles School
EIN
04-3815491
Phone
9254797400
Address
11611 EAST BRANCH PARKWAY, SAN RAMON, CA 94582

Signing Officer

Name
Amar Mann
Title
President
Signed
2023-01-24
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
LBO Accountancy
Address
4900 Hopyard Rd Suite 100, Pleasanton, CA 94588
Preparer
Erich J Zielonka CPA
Phone
9253380829
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Other”

Raw XML AppendixShowing 400 of 404 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,236
Liabilities
$5,900
Net assets
$195,336
Revenue
$279,420
Expenses
$282,471
Net income
-$3,051
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits