Civic Intelligence

Toigo Alumni Endowment

990 • Fiscal year 2017 • EIN 26-0735659

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

Organization ProfileALUMNIENDOWMENT.TOIGOFOUNDATION.ORG
180 Grand Avenue No 925Oakland, CA 94612

(510) 763-5771

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-1.3%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,104,544

Up $117,474 (+12%) from 2016

Net Assets

Up

$1,103,588

Up $119,194 (+12%) from 2016

Liabilities

Down

$956

Down $1,720 (-64%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin85th percentile

Revenue

Down

$64,189

Down $864 (-1.3%) from 2016

Expenses

Down

$43,635

Down $1,878 (-4.1%) from 2016

Net Income

Up

$20,554

Up $1,014 (+5.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $642,977Liabilities 2012: $2,057Net Assets 2012: $640,9202012Assets 2013: $840,807Liabilities 2013: $1,364Net Assets 2013: $839,4432013Assets 2014: $961,817Liabilities 2014: $3,648Net Assets 2014: $958,1692014Assets 2015: $968,323Liabilities 2015: $3,469Net Assets 2015: $964,8542015Assets 2016: $987,070Liabilities 2016: $2,676Net Assets 2016: $984,3942016Assets 2017: $1,104,544Liabilities 2017: $956Net Assets 2017: $1,103,5882017Assets 2018: $1,019,286Liabilities 2018: $2,164Net Assets 2018: $1,017,1222018Assets 2019: $1,186,548Liabilities 2019: $70Net Assets 2019: $1,186,4782019Assets 2020: $1,257,988Liabilities 2020: $4,930Net Assets 2020: $1,253,0582020Assets 2021: $1,413,324Liabilities 2021: $7,007Net Assets 2021: $1,406,3172021Assets 2022: $1,166,965Liabilities 2022: $1,377Net Assets 2022: $1,165,5882022Assets 2023: $1,439,399Liabilities 2023: $3,374Net Assets 2023: $1,436,0252023Assets 2024: $1,575,158Liabilities 2024: $7,044Net Assets 2024: $1,568,1142024

Highlighted filing

2017

Assets$1,104,544
Liabilities$956
Net Assets$1,103,588
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $33,4322012Revenue 2013: $236,024Expenses 2013: $37,501Net Income 2013: $198,5232013Revenue 2014: $164,313Expenses 2014: $45,587Net Income 2014: $118,7262014Revenue 2015: $51,097Expenses 2015: $44,412Net Income 2015: $6,6852015Revenue 2016: $65,053Expenses 2016: $45,513Net Income 2016: $19,5402016Revenue 2017: $64,189Expenses 2017: $43,635Net Income 2017: $20,5542017Revenue 2018: $85,254Expenses 2018: $72,883Net Income 2018: $12,3712018Revenue 2019: $69,526Expenses 2019: $59,640Net Income 2019: $9,8862019Revenue 2020: $72,461Expenses 2020: $89,734Net Income 2020: -$17,2732020Revenue 2021: $96,548Expenses 2021: $86,970Net Income 2021: $9,5782021Revenue 2022: $134,525Expenses 2022: $86,747Net Income 2022: $47,7782022Revenue 2023: $197,997Expenses 2023: $87,592Net Income 2023: $110,4052023Revenue 2024: $228,429Expenses 2024: $94,840Net Income 2024: $133,5892024

Highlighted filing

2017

Revenue$64,189
Expenses$43,635
Net Income$20,554
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$64,189
Mission and Program Overview

Mission

The mission of the toigo alumni endowment is to create a sustaining vehicle to fund fellowships and activities that promote the advancement and professional development of toigo alumni.

To create a sustaining vehicle to fund fellowships and activities that promote toigo alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$806,008$952,112▲ $146,104
Pledges and Grants Receivable$151,980$121,908▼ $30,072
Cash and Non-Interest-Bearing Accounts$28,202$29,833▲ $1,631
Prepaid Expenses and Deferred Charges$535$517▼ $18
Land, Buildings, and Equipment, Net$345$174▼ $171
Total Assets$987,070$1,104,544▲ $117,474
Liabilities
Accounts Payable and Accrued Expenses$2,676$956▼ $1,720
Total Liabilities$2,676$956▼ $1,720
Net Assets / Fund Balance
Unrestricted Net Assets$984,394$1,103,588▲ $119,194
Total Net Assets Fund Balance$984,394$1,103,588▲ $119,194
Total Liabilities and Net Assets / Fund Balance$987,070$1,104,544▲ $117,474

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$174$1,026$1,200
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roland MerchantChair
Onay PayneVice-chair
Aida SotoDirector
Andrea Almeida MackDirector
Charles WillisDirector
Jarrod FongDirector
Peter WashingtonDirector
Simon LeeDirector
Tessie ShihSecretary
Joseph AcevedoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,725
Program Service Revenue
$0
Investment Income
$39,464
Other Revenue
$0
All Other Contributions
$24,725
Change in Net Assets
$20,554

Audited Revenue Reconciliation

Revenue per Audited Statements
$64,189
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$98,640
Total Revenue per Audited Statements
$162,829
Total Revenue per Form 990
$64,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$13,635
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$9,005-$9,005
Insurance-$605-$605
Information Technology-$203-$203
Depreciation Depletion-$171-$171
Office Expenses-$45-$45
Other Expenses-$25-$25
Fees for Services Legal-$20-$20
Travel-$10-$10
Total Functional Expenses$30,000$13,635$0$43,635

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$43,635
Total Expenses per Audited Statements$43,635
Total Expenses per Form 990$43,635
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Robert Toigo FoundationOakland, CA501(c)(3)To Support Alumni Activities.$30,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“The chair of the finance committee is the responsible for the form 990 and works with an outside cpa firm to prepare the form. Gill business services is an independent consulting firm that the organization has hired to prepare its financial statements. Gill business services also provides information to complete the form 990. A draft of the completed form 990 is distributed to all board members for review and approval before filing.”

Form 990, Part VI, Section B, Line 12C

“1 - the conflict of interest policies and procedures shall apply to the members of the committee of the board of directors as if each committee member were a board member. Each board member shall be advised of the conflict of interest policy and procedures prior to commencement of the board member's term of office. 2 - any conflict of interest that may affect a matter under consideration shall be disclosed by the board member to the board of directors and made a matter of record as soon as the potential conflict is determined. 3 - the interested board member shall not vote on such matter and shall not attempt to exert influence in connection with the matter. The minutes of the meeting shall reflect that such a disclosure was made and the affected member abstained from voting.”

Form 990, Part VI, Section C, Line 19

“All relevant governing documents for the toigo alumni endowment are posted on the website http://alumniendowment.toigofoundation.org.”

Filing and Contact Details

Filer

Filer Name
Toigo Alumni Endowment
EIN
26-0735659
Phone
5107635771
Address
180 GRAND AVENUE NO 925, OAKLAND, CA 94612

Signing Officer

Name
Joseph Acevedo
Title
Treasurer
Phone
5107635771
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roland Merchant
Formed
2007
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Raw XML AppendixShowing 400 of 403 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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt083442
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IRS990ScheduleA/PublicSupportPY170Pct00.83820
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0152582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0354686
IRS990ScheduleA/TotalSupportAmt0519421
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt043635
IRS990ScheduleD/NetUnrealizedGainsInvstAmt098640
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0174
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01026
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01200
IRS990ScheduleD/RevenueNotReportedAmt098640
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt064189
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0174
IRS990ScheduleD/TotalExpensesPerForm990Amt043635
IRS990ScheduleD/TotalRevenuePerForm990Amt064189
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0162829
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt043635
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ALUMNI ACTIVITIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROBERT TOIGO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0133565420
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0180 GRAND AVENUE 450
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094612
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TOIGO ALUMNI ENDOWMENT BOARD OF DIRECTORS REQUIRES A GRANT REQUEST OUTLINING THE NEED AND USE OF FUNDS. TO DATE, ALL GRANT REQUESTS HAVE BEEN TO PROGRAMS SUPPORTING ALUMNI NETWORKING AND PROFESSIONAL DEVELOPMENT EVENTS OR FELLOWSHIPS AWARDED BY THE ROBERT TOIGO FOUNDATION. THE BOARD WILL REVIEW GRANT REQUESTS TO ENSURE THAT THEY ARE CONSISTENT WITH THE ORGANIZATION'S MISSION AND WITHIN BUDGET AND VOTE TO APPROVE ALL REQUESTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIR OF THE FINANCE COMMITTEE IS THE RESPONSIBLE FOR THE FORM 990 AND WORKS WITH AN OUTSIDE CPA FIRM TO PREPARE THE FORM. GILL BUSINESS SERVICES IS AN INDEPENDENT CONSULTING FIRM THAT THE ORGANIZATION HAS HIRED TO PREPARE ITS FINANCIAL STATEMENTS. GILL BUSINESS SERVICES ALSO PROVIDES INFORMATION TO COMPLETE THE FORM 990. A DRAFT OF THE COMPLETED FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11 - THE CONFLICT OF INTEREST POLICIES AND PROCEDURES SHALL APPLY TO THE MEMBERS OF THE COMMITTEE OF THE BOARD OF DIRECTORS AS IF EACH COMMITTEE MEMBER WERE A BOARD MEMBER. EACH BOARD MEMBER SHALL BE ADVISED OF THE CONFLICT OF INTEREST POLICY AND PROCEDURES PRIOR TO COMMENCEMENT OF THE BOARD MEMBER'S TERM OF OFFICE. 2 - ANY CONFLICT OF INTEREST THAT MAY AFFECT A MATTER UNDER CONSIDERATION SHALL BE DISCLOSED BY THE BOARD MEMBER TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD AS SOON AS THE POTENTIAL CONFLICT IS DETERMINED. 3 - THE INTERESTED BOARD MEMBER SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT INFLUENCE IN CONNECTION WITH THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THAT SUCH A DISCLOSURE WAS MADE AND THE AFFECTED MEMBER ABSTAINED FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL RELEVANT GOVERNING DOCUMENTS FOR THE TOIGO ALUMNI ENDOWMENT ARE POSTED ON THE WEBSITE HTTP://ALUMNIENDOWMENT.TOIGOFOUNDATION.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024725
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013635
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt043635
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02676
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IRS990/TotalLiabilitiesGrp/BOYAmt02676
IRS990/TotalLiabilitiesGrp/EOYAmt0956
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0984394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01103588
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039464
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt010
IRS990/TravelGrp/TotalAmt010
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0984394
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01103588
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/Filer/BusinessNameControlTxt0TOIG
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ReturnHeader/Filer/PhoneNum05107635771
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:18:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012657 ALCOSTA BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834600
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATY BROWN
ReturnHeader/ReturnTs02018-10-17T10:11:11-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,104,544
Liabilities
$956
Net assets
$1,103,588
Revenue
$64,189
Expenses
$43,635
Net income
$20,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.01$1.57$0.23$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.20$0.09$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.13$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.01$1.41$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.25$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.98$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16$0.05$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.24$0.04$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.03