Civic Intelligence

Analy Alumni Association a California Public Benefit Corporation

990EZ • Fiscal year 2014 • EIN 37-1642167

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 15, 2014

8140 Frankel LaneSebastopol, CA 95472

(707) 823-5592

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$35,496

Up $5,978 (+20%) from 2013

Net Assets

Up

$35,496

Up $5,978 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$11,300

Down $8,605 (-43%) from 2013

Expenses

Up

$5,322

Up $5,292 (+17640%) from 2013

Net Income

Down

$5,978

Down $13,897 (-70%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $9,643Liabilities 2012: $0Net Assets 2012: $9,6432012Assets 2013: $29,518Liabilities 2013: $0Net Assets 2013: $29,5182013Assets 2014: $35,496Liabilities 2014: $0Net Assets 2014: $35,4962014Assets 2015: $41,774Liabilities 2015: $0Net Assets 2015: $41,7742015Assets 2016: $43,935Liabilities 2016: $0Net Assets 2016: $43,9352016Assets 2017: $36,685Liabilities 2017: $0Net Assets 2017: $36,6852017Assets 2018: $63,789Liabilities 2018: $0Net Assets 2018: $63,7892018Assets 2019: $72,294Liabilities 2019: $0Net Assets 2019: $72,2942019Assets 2020: $59,990Liabilities 2020: $02020Assets 2021: $59,750Liabilities 2021: $0Net Assets 2021: $59,7502021Assets 2022: $80,827Liabilities 2022: $0Net Assets 2022: $80,8272022Assets 2023: $88,402Liabilities 2023: $0Net Assets 2023: $88,4022023Assets 2024: $76,118Liabilities 2024: $0Net Assets 2024: $76,1182024Assets 2025: $83,527Liabilities 2025: $0Net Assets 2025: $83,5272025

Highlighted filing

2014

Assets$35,496
Liabilities$0
Net Assets$35,496

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $9,832Expenses 2012: $189Net Income 2012: $9,6432012Revenue 2013: $19,905Expenses 2013: $30Net Income 2013: $19,8752013Revenue 2014: $11,300Expenses 2014: $5,322Net Income 2014: $5,9782014Revenue 2015: $16,031Expenses 2015: $9,753Net Income 2015: $6,2782015Revenue 2016: $26,138Expenses 2016: $23,977Net Income 2016: $2,1612016Revenue 2017: $41,222Expenses 2017: $48,472Net Income 2017: -$7,2502017Revenue 2018: $46,573Expenses 2018: $19,469Net Income 2018: $27,1042018Revenue 2019: $21,807Expenses 2019: $13,302Net Income 2019: $8,5052019Revenue 2020: $913Expenses 2020: $13,217Net Income 2020: -$12,3042020Revenue 2021: $2,419Expenses 2021: $2,659Net Income 2021: -$2402021Revenue 2022: $30,780Expenses 2022: $9,703Net Income 2022: $21,0772022Revenue 2023: $34,911Expenses 2023: $27,336Net Income 2023: $7,5752023Revenue 2024: $14,735Expenses 2024: $27,019Net Income 2024: -$12,2842024Revenue 2025: $11,619Expenses 2025: $4,210Net Income 2025: $7,4092025

Highlighted filing

2014

Revenue$11,300
Expenses$5,322
Net Income$5,978
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 15, 2014
Return Version
2013v3.0
Gross Receipts
$31,835
Mission and Program Overview

Mission

The primary objectives and purposes of this corporation are to support Analy High School through building loyalty, fellowship and commitment among its members.

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORETTA CASTLEBERRYPresident-$0--
JACK STEVENSVice President-$0--
CHIP CASTLEBERRYSecretary-$0--
NICOLE ELLWOODTreasurer-$0--
JIM BERTOLIRepresentative-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,815$26,815$3,700$23,115
Event 2$4,420$4,420$563$3,857
Total Events$31,235$31,235$20,535$10,700
Filing and Contact Details

Filer

EIN
37-1642167
Phone
7078235592

Signing Officer

Name
Loretta Castleberry
Title
President
Phone
7078235592
Signed
2014-12-15
Discuss with paid preparer
Yes

Preparer

Phone
7073311040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: golf tournament. Grantee name: analy union high school. Grantee address: 6950 analy avenue sebastopol , ca 95472. Grantee relationship: none. Property description: cash. Date of gift: 03/03/14. Amount given: 4,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: secretary of state. Amount: 25. Description: supplies and other. Amount: 428. Description: worldpay. Amount: 681. Total to form 990-ez, line 16: 1,134.

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LORETTA CASTLEBERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum07078235592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108140 FRANKEL LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SEBASTOPOL
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05978
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035496
IRS990EZ/FundraisingGrossIncomeAmt031235
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt031835
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORETTA CASTLEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIP CASTLEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE ELLWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM BERTOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REPRESENTATIVE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION ARE TO SUPPORT ANALY HIGH SCHOOL THROUGH BUILDING LOYALTY, FELLOWSHIP AND COMMITMENT AMONG ITS MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0188
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020535
IRS990EZ/SpecialEventsNetIncomeLossAmt010700
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05322
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011300
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946002635
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SECTION 170 (B)(1)(A
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ANALY UNION HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020535
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04254
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031235
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HALL OF FAME DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010700
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0563
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06236
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05782
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012018
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GOLF TOURNAMENT. GRANTEE NAME: ANALY UNION HIGH SCHOOL. GRANTEE ADDRESS: 6950 ANALY AVENUE SEBASTOPOL , CA 95472. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/03/14. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SECRETARY OF STATE. AMOUNT: 25. DESCRIPTION: SUPPLIES AND OTHER. AMOUNT: 428. DESCRIPTION: WORLDPAY. AMOUNT: 681. TOTAL TO FORM 990-EZ, LINE 16: 1,134.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORETTA CASTLEBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078235592
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANALY ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20A CALIFORNIA PUBLIC BENEFIT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0ANAL
ReturnHeader/Filer/EIN0371642167
ReturnHeader/Filer/PhoneNum07078235592
ReturnHeader/Filer/USAddress/AddressLine108140 FRANKEL LANE
ReturnHeader/Filer/USAddress/City0SEBASTOPOL
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095472
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272968944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CAL B KIMES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103755 BRICKWAY BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095403
ReturnHeader/PreparerPersonGrp/PhoneNum07073311040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-30
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-15T17:59:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$11.6$4.21$7.41
2024Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$14.7$27.0$12.3
2023Detailed filing. Detailed filing data is available for this year.$88.4$0.00$88.4$34.9$27.3$7.58
2022Detailed filing. Detailed filing data is available for this year.$80.8$0.00$80.8$30.8$9.70$21.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.8$0.00$59.8$2.42$2.66$0.24
2020Summary only. Only limited summary data is available for this year.$60.0$0.00$0.91$13.2$12.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$0.00$72.3$21.8$13.3$8.51
2018Detailed filing. Detailed filing data is available for this year.$63.8$0.00$63.8$46.6$19.5$27.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$0.00$36.7$41.2$48.5$7.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.00$43.9$26.1$24.0$2.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$0.00$41.8$16.0$9.75$6.28
2014Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$11.3$5.32$5.98
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$29.5$0.00$29.5$19.9$0.03$19.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.64$0.00$9.64$9.83$0.19$9.64