Civic Intelligence

Alumni Association of The

EIN 30-0166105 • 501(c)3 • San Diego, CA

Profile

To provide community services, counseling, a safe environment for members to reach their full potential as successful citizens, to councel and mentor organization participants to promote self-sufficiency

5833 Roanoke StSan Diego, CA 92139

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

4th percentile

-623%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

46th percentile

-6.4%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $13,716 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $13,716 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$2,200

Down $150 (-6.4%) from 2022

Expenses

Up

$15,916

Up $14,145 (+799%) from 2022

Net Income

Down

-$13,716

Down $14,295 (-2469%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $8,481Net Assets 2011: $8,4812011Assets 2012: $4,744Net Assets 2012: $4,7442012Assets 2013: $7,081Net Assets 2013: $7,0812013Assets 2014: $9,871Net Assets 2014: $9,8712014Assets 2015: $15,805Net Assets 2015: $15,8052015Assets 2016: $20,701Net Assets 2016: $20,7012016Assets 2017: $20,521Net Assets 2017: $20,5212017Assets 2018: $21,872Net Assets 2018: $21,8722018Assets 2019: $13,931Net Assets 2019: $13,9312019Assets 2020: $19,552Net Assets 2020: $19,5522020Assets 2021: $13,137Net Assets 2021: $13,1372021Assets 2022: $13,716Net Assets 2022: $13,7162022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: $19,161Expenses 2011: $18,925Net Income 2011: $2362011Revenue 2012: $8,133Expenses 2012: $11,870Net Income 2012: -$3,7372012Revenue 2013: $11,663Expenses 2013: $9,176Net Income 2013: $2,4872013Revenue 2014: $11,955Expenses 2014: $9,165Net Income 2014: $2,7902014Revenue 2015: $8,338Expenses 2015: $2,554Net Income 2015: $5,7842015Revenue 2016: $11,758Expenses 2016: $6,862Net Income 2016: $4,8962016Revenue 2017: $7,650Expenses 2017: $7,830Net Income 2017: -$1802017Revenue 2018: $7,385Expenses 2018: $6,034Net Income 2018: $1,3512018Revenue 2019: $148Expenses 2019: $8,089Net Income 2019: -$7,9412019Revenue 2020: $7,650Expenses 2020: $2,029Net Income 2020: $5,6212020Revenue 2021: -$4,750Expenses 2021: $1,665Net Income 2021: -$6,4152021Revenue 2022: $2,350Expenses 2022: $1,771Net Income 2022: $5792022Revenue 2023: $2,200Expenses 2023: $15,916Net Income 2023: -$13,7162023

Highlighted filing

2023

Revenue$2,200
Expenses$15,916
Net Income-$13,716
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,200
Expenses
$15,916
Net income
-$13,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$2.20$15.9$13.7
2022Detailed filing. Detailed filing data is available for this year.$13.7$13.7$2.35$1.77$0.58
2021Detailed filing. Detailed filing data is available for this year.$13.1$13.1$4.75$1.67$6.42
2020Detailed filing. Detailed filing data is available for this year.$19.6$19.6$7.65$2.03$5.62
2019Detailed filing. Detailed filing data is available for this year.$13.9$13.9$0.15$8.09$7.94
2018Detailed filing. Detailed filing data is available for this year.$21.9$21.9$7.39$6.03$1.35
2017Detailed filing. Detailed filing data is available for this year.$20.5$20.5$7.65$7.83$0.18
2016Detailed filing. Detailed filing data is available for this year.$20.7$20.7$11.8$6.86$4.90
2015Detailed filing. Detailed filing data is available for this year.$15.8$15.8$8.34$2.55$5.78
2014Detailed filing. Detailed filing data is available for this year.$9.87$9.87$12.0$9.17$2.79
2013Detailed filing. Detailed filing data is available for this year.$7.08$7.08$11.7$9.18$2.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$4.74$8.13$11.9$3.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$8.48$19.2$18.9$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 13, 2024
Return Version
2023v5.0
Gross Receipts
$2,200
Mission and Program Overview

Mission

To provide community services, counseling, a safe environment for members to reach their full potential as successful citizens, to councel and mentor organization participants to promote self-sufficiency

To provide community services, counseling, a safe environment for members to reach their full potential as successful citizens, to counsel and mentor organization participants to promote self-sufficiency

Program Services

DescriptionGrantsExpenses
TO PROVIDE A SAFE ENVIRONMENT FOR MEMBERS TO REACH THEIR FULL POTENTIAL AS SUCCESSFUL CITIZENS, TO COUNCIL AND MENTOR ORGANIZATION PARTICIPANTS, TO PROMOTE SELF-SUFFICIENCY--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMMY TAYLORVice President-$0--
FRANCES BEACHTreasurer-$0--
A C MILLS JRPresident-$0--
LILIAN ANN CARROLLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Alumni Association of the
EIN
30-0166105
Phone
6199935757
Address
5833 ROANOKE ST, SAN DIEGO, CA 92139

Signing Officer

Name
Lilian Ann Carroll
Title
Secretary
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Carter Tax & Financial Inc
Address
5360 Jackson Drive Ste 118, La Mesa, CA 91942
Preparer
Thomas Carter EA
Phone
6196980508
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $107”

Other Expenses.1

“SOAP BOX DERBY $13000”

Other Expenses.2

“reserve for ending expenses $1699”

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0LILIAN ANN CAROLL
IRS990EZ/BooksInCareOfDetail/PhoneNum06199935757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05833 ROANOKE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092139
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13716
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01110
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013716
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02200
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMMY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANCES BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2A C MILLS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LILIAN ANN CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014806
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SERVICES, COUNSELING, A SAFE ENVIRONMENT FOR MEMBERS TO REACH THEIR FULL POTENTIAL AS SUCCESSFUL CITIZENS, TO COUNSEL AND MENTOR ORGANIZATION PARTICIPANTS TO PROMOTE SELF-SUFFICIENCY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A SAFE ENVIRONMENT FOR MEMBERS TO REACH THEIR FULL POTENTIAL AS SUCCESSFUL CITIZENS, TO COUNCIL AND MENTOR ORGANIZATION PARTICIPANTS, TO PROMOTE SELF-SUFFICIENCY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015916
IRS990EZ/TotalRevenueAmt02200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020700
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt020700
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/Total509Grp/TotalAmt020700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020700
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0expense reimb for soap box derby materials
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0james justus
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-01-13
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt013000
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0Individual
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt03208 IMPERIAL AVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0SAN DIEGO
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd092102
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0sch n information
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch N, Part III, Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOAP BOX DERBY $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2reserve for ending expenses $1699
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
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/PersonNm0LILIAN ANN CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WILLIAM J OAKS BOYS & GIRLS CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0300166105
ReturnHeader/Filer/PhoneNum06199935757
ReturnHeader/Filer/USAddress/AddressLine1Txt05833 ROANOKE ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092139
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330852350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER TAX & FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05360 Jackson Drive Ste 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06196980508
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Carter EA
ReturnHeader/ReturnTs02024-06-13T13:11:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILIAN ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARROLL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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