Civic Intelligence

Windemere Ranch Middle School Educational Fund

990 • Fiscal year 2023 • EIN 04-3815491

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

103%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$409,390

Up $208,154 (+103%) from 2022

Net Assets

Up

$409,390

Up $214,054 (+110%) from 2022

Liabilities

Down

$0

Down $5,900 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$271,431

Down $7,989 (-2.9%) from 2022

Expenses

Down

$59,287

Down $223,184 (-79%) from 2022

Net Income

Up

$212,144

Up $215,195 (+7053%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2023

Assets$409,390
Liabilities$0
Net Assets$409,390
Open 2023 Filing

Operations Trend

Revenue Growth41st 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

2023

Revenue$271,431
Expenses$59,287
Net Income$212,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$271,431
Mission and Program Overview

Mission

Provide financial assistance to windemere ranch middle school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,609$409,390▲ $211,781
Accounts Receivable$3,507$0▼ $3,507
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$201,236$409,390▲ $208,154
Other Assets Total$120$0▼ $120
Liabilities
Accounts Payable and Accrued Expenses$5,900--
Total Liabilities$5,900$0▼ $5,900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$409,390-
Net Assets With Donor Restrictions$195,336--
Total Net Assets Fund Balance$195,336$409,390▲ $214,054
Total Liabilities and Net Assets / Fund Balance$201,236$409,390▲ $208,154
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Amar MannPresident
Christina QuonCorporate Match
Christine HelmerSchl Staff Mbr
Sharon BaltazarSchool Prin
Dickson OmunguSecretary
Pamela SekhonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$271,398
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$0
All Other Contributions
$271,398
Change in Net Assets
$212,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,942
Other Expenses$3,345
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,942--$55,942
Office Expenses-$1,800-$1,800
Fees for Services Accounting-$875-$875
Other Expenses-$7-$7
Total Functional Expenses$55,942$3,345$0$59,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon School DistrictSan Ramon, CA-Technology Hardware and Software$47,342
San Ramon School DistrictSan Ramon, CA-Class Size Reduction$8,600
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
2024-05-08
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
Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01505313
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0271398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0279081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0214770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0365593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0374471
IRS990ScheduleA/Total509Grp/TotalAmt01505313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0271431
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0365601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0374481
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01505370
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt047342
IRS990ScheduleI/RecipientTable/CashGrantAmt18600
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TECHNOLOGY HARDWARE AND SOFTWARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CLASS SIZE REDUCTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN RAMON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN RAMON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0043815491
IRS990ScheduleI/RecipientTable/RecipientEIN1043815491
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0899 OLD ORCHARD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1899 OLD ORCHARD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN RAMON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN RAMON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194526
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0201236
IRS990/TotalAssetsEOYAmt0409390
IRS990/TotalAssetsGrp/BOYAmt0201236
IRS990/TotalAssetsGrp/EOYAmt0409390
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt059287
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IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN RAMON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094582
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WRMS.SRVUSD.K12.CA.US/WRMSEDFUND
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMAR MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDEMERE RANCH MIDDLES SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WIND
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ReturnHeader/Filer/PhoneNum09254797400
ReturnHeader/Filer/USAddress/AddressLine1Txt011611 EAST BRANCH PARKWAY
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451002729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBO Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 Hopyard Rd Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,390
Liabilities
$0
Net assets
$409,390
Revenue
$271,431
Expenses
$59,287
Net income
$212,144
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits