Civic Intelligence

California State College Sonoma Alumni Association Inc.

990 • Fiscal year 2015 • EIN 23-7297809

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

1801 E Cotati AvenueRohnert Park, CA 94928

(707) 664-2693

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

63rd percentile

8.3%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$678,001

No earlier filing loaded for comparison.

Net Assets

$678,001

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$68,532

No earlier filing loaded for comparison.

Expenses

$62,847

No earlier filing loaded for comparison.

Net Income

$5,685

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.

$800K$600K$400K$200K$0Assets 2015: $678,001Liabilities 2015: $0Net Assets 2015: $678,0012015Assets 2016: $640,293Liabilities 2016: $0Net Assets 2016: $640,2932016Assets 2017: $599,511Liabilities 2017: $0Net Assets 2017: $599,5112017Assets 2018: $611,991Liabilities 2018: $0Net Assets 2018: $611,9912018Assets 2019: $634,932Liabilities 2019: $0Net Assets 2019: $634,9322019Assets 2020: $667,879Liabilities 2020: $0Net Assets 2020: $667,8792020Assets 2021: $697,397Liabilities 2021: $0Net Assets 2021: $697,3972021Assets 2022: $709,855Liabilities 2022: $0Net Assets 2022: $709,8552022Assets 2023: $684,659Liabilities 2023: $0Net Assets 2023: $684,6592023Assets 2024: $682,449Liabilities 2024: $0Net Assets 2024: $682,4492024

Highlighted filing

2015

Assets$678,001
Liabilities$0
Net Assets$678,001

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $68,532Expenses 2015: $62,847Net Income 2015: $5,6852015Revenue 2016: $73,518Expenses 2016: $111,226Net Income 2016: -$37,7082016Revenue 2017: $62,916Expenses 2017: $103,698Net Income 2017: -$40,7822017Revenue 2018: $75,851Expenses 2018: $63,371Net Income 2018: $12,4802018Revenue 2019: $64,615Expenses 2019: $41,674Net Income 2019: $22,9412019Revenue 2020: $81,341Expenses 2020: $48,394Net Income 2020: $32,9472020Revenue 2021: $86,474Expenses 2021: $56,956Net Income 2021: $29,5182021Revenue 2022: $109,216Expenses 2022: $96,758Net Income 2022: $12,4582022Revenue 2023: $94,854Expenses 2023: $120,050Net Income 2023: -$25,1962023Revenue 2024: $101,037Expenses 2024: $103,247Net Income 2024: -$2,2102024

Highlighted filing

2015

Revenue$68,532
Expenses$62,847
Net Income$5,685
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$68,532
Mission and Program Overview

Mission

The Association supports the development of Sonoma State University, furthers the University's goal to serve as an educational and cultural resource for the community, and maintains continuing relationships between the University and its alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$672,316$678,001▲ $5,685
Cash and Non-Interest-Bearing Accounts$252,006$179,668▼ $72,338
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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$672,316$678,001▲ $5,685
Other Assets Total$420,310$498,333▲ $78,023
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$672,316$678,001▲ $5,685
Total Liabilities and Net Assets / Fund Balance$672,316$678,001▲ $5,685

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,851--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$362,300$66,591--$428,891
2013$355,675$6,625--$362,300
2012$343,550$12,125--$355,675
2011$332,950$10,600--$343,550
2010$325,575$7,375--$332,950
Compensation and Service Providers

Board Members and Trustees

NameTitle
David FeltePresident
James ElliotVice President
Joseph HuangVice President
Molly RattiganVice President
Amanda BurkeDirector
Annette PowellDirector
Jim ManlyDirector
Meg RaganDirector
Nate CampbellDirector
Patrick MaloneyDirector
Ralph JaeckDirector
Sarah ScudderDirector
Travis SarracoDirector
Vanessa JohnsDirector
Vincent CorteseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$16,553
Program Service Revenue
$26,027
Investment Income
$11,304
Other Revenue
$14,648
All Other Contributions
$15,903
Change in Net Assets
$5,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,581
Salaries, Compensation, and Employee Benefits$12,266
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,813$2,453-$12,266
All Other Expenses$8,444$3,021-$11,465
Other Expenses$4,355$1,600-$4,355
Travel$2,072--$2,072
Insurance-$795-$795
Total Functional Expenses$52,133$10,714$0$62,847
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
Annual disclosure for covered persons
No
Backup withholding compliance
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

Association management reviews Form 990 prior to filing.

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

The Association's governing documents and information returns are available at the Association office by appointment.

Filing and Contact Details

Filer

Filer Name
Sonoma State University
EIN
23-7297809
Phone
7076642693
Address
1801 E Cotati Avenue, Rohnert Park, CA 94928

Signing Officer

Name
Laurie Ogg
Title
Director Alumni Assn
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

Preparer

Firm
Mark R McDonell CPA
Address
511 Humboldt Street, Santa Rosa, CA 95404
Preparer
Mark McDonell CPA
Phone
7075269621
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Advancement fees: Column (A) - Total = $241; Column (B) - Program Services = $0; Column (C) - Management & General = $241; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous: Column (A) - Total = $2772; Column (B) - Program Services = $0; Column (C) - Management & General = $2772; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Non-contractual Services: Column (A) - Total = $1666; Column (B) - Program Services = $1666; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $1061; Column (B) - Program Services = $1061; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Scholarships: Column (A) - Total = $2200; Column (B) - Program Services = $2200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Service charges: Column (A) - Total = $2490; Column (B) - Program Services = $2490; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Taxes: Column (A) - Total = $40; Column (B) - Program Services = $32; Column (C) - Management & General = $8; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Training: Column (A) - Total = $995; Column (B) - Program Services = $995; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Endowment funds earnings either (1) support organization's annual operations, or (2) provide resources for scholarships.

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