Civic Intelligence

California State College Sonoma Alumni Association Inc.

990 • Fiscal year 2020 • EIN 23-7297809

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

1801 E Cotati AvenueRohnert Park, CA 94928

(707) 664-2036

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

48th percentile

5.2%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$667,879

Up $32,947 (+5.2%) from 2019

Net Assets

Up

$667,879

Up $32,947 (+5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$81,341

Up $16,726 (+26%) from 2019

Expenses

Up

$48,394

Up $6,720 (+16%) from 2019

Net Income

Up

$32,947

Up $10,006 (+44%) from 2019

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

2020

Assets$667,879
Liabilities$0
Net Assets$667,879

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

2020

Revenue$81,341
Expenses$48,394
Net Income$32,947
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$81,341
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$634,932$667,879▲ $32,947
Cash and Non-Interest-Bearing Accounts$70,356$81,780▲ $11,424
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$634,932$667,879▲ $32,947
Other Assets Total$564,576$586,099▲ $21,523
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$634,932$667,879▲ $32,947
Total Liabilities and Net Assets / Fund Balance$634,932$667,879▲ $32,947

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$17,423--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$454,704$3,208--$457,912
2018$450,725$3,978--$454,703
2017$445,992$4,733--$450,725
2016$438,191$7,801--$445,992
2015$428,891$9,300--$438,191
Compensation and Service Providers

Board Members and Trustees

NameTitle
Travis SaraccoPresident
Elizabeth Libby PayanPresident Elect
Logan PittsVice President
Annette PowellDirector
Jim ManlyDirector
Logan PittsDirector
Patrick MaloneyDirector
Renan YoungDirector
Vincent CorteseDirector
Bianca RoseSecretary
Joe HuangSSU Fnd Vice Ch
Randy FerinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,437
Program Service Revenue
$23,658
Investment Income
$19,107
Other Revenue
$33,139
All Other Contributions
$3,587
Change in Net Assets
$32,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,933
Salaries, Compensation, and Employee Benefits$3,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,848$1,274-$6,122
Other Salaries and Wages$2,769$692-$3,461
Other Expenses$3,148--$3,148
Travel$2,059--$2,059
Advertising$276--$276
Total Functional Expenses$46,428$1,966$0$48,394
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

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
7076642036
Address
1801 E Cotati Avenue, Rohnert Park, CA 94928

Signing Officer

Name
Tiffany ONeil
Title
Director Alumni Assn
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
12
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

Memberships: Column (A) - Total = $2240; Column (B) - Program Services = $2240; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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

Miscellaneous: Column (A) - Total = $636; Column (B) - Program Services = $0; Column (C) - Management & General = $636; Column (D) - Fundraising = $0

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

Postage: Column (A) - Total = $1202; Column (B) - Program Services = $1202; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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

Subscriptions: Column (A) - Total = $576; Column (B) - Program Services = $0; Column (C) - Management & General = $576; Column (D) - Fundraising = $0

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

Supplies: Column (A) - Total = $310; Column (B) - Program Services = $248; Column (C) - Management & General = $62; Column (D) - Fundraising = $0

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

Training & Conferences: Column (A) - Total = $1158; Column (B) - Program Services = $1158; 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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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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IRS990/OtherRevenueMiscGrp/Desc0Royalties-Events-GradPaks
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033139
IRS990/OtherRevenueTotalAmt033139
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0692
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02769
IRS990/OtherSalariesAndWagesGrp/TotalAmt03461
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023658
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04263
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013652
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt035867
IRS990/PYOtherRevenueAmt026127
IRS990/PYProgramServiceRevenueAmt020573
IRS990/PYRevenuesLessExpensesAmt022941
IRS990/PYSalariesCompEmpBnftPaidAmt05807
IRS990/PYTotalExpensesAmt041674
IRS990/PYTotalRevenueAmt064615
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032947
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0634932
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0667879
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0132515
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011682
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071249
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0154477
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.65030
IRS990ScheduleA/PublicSupportPY170Pct00.68150
IRS990ScheduleA/PublicSupportTotal170Amt0132515
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031379
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0132515
IRS990ScheduleA/TotalSupportAmt0203764
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0454704
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03208
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0457912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0450725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0454703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0445992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0450725
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0438191
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07801
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0445992
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0428891
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0438191
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0100000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1128187
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2340489
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt317423
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Ambrose Nichols Account
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Foundation Account
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Life Members Endowment
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Logsden III Account
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4SSU Alumni Fundraising Account
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds earnings either (1) support organization's annual operations, or (2) provide resources for scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0586099
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Association management reviews Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Association's governing documents and information returns are available at the Association office by appointment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Memberships: Column (A) - Total = $2240; Column (B) - Program Services = $2240; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous: Column (A) - Total = $636; Column (B) - Program Services = $0; Column (C) - Management & General = $636; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage: Column (A) - Total = $1202; Column (B) - Program Services = $1202; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Subscriptions: Column (A) - Total = $576; Column (B) - Program Services = $0; Column (C) - Management & General = $576; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies: Column (A) - Total = $310; Column (B) - Program Services = $248; Column (C) - Management & General = $62; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Training & Conferences: Column (A) - Total = $1158; Column (B) - Program Services = $1158; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0634932
IRS990/TotalAssetsEOYAmt0667879
IRS990/TotalAssetsGrp/BOYAmt0634932
IRS990/TotalAssetsGrp/EOYAmt0667879
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05437

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