Civic Intelligence

Menlo-Atherton Alumni Association

EIN 77-0291191 • 501(c)3 • Menlo Park, CA

Profile

Maintaining communication with fellow alumni to raise money for scholarships for graduating seniors and help with campus improvements, and with the added addition of ubuntu funds in 2023 providing scholarships to african-american graduates of menlo atherton high school

246 San Clemente DrMenlo Park, CA 94025

www.menloathertonalumni.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-63%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$167,015

Up $6,086 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$167,015

Up $6,086 (+3.8%) from 2023

Revenue

Down

$46,682

Down $79,016 (-63%) from 2023

Expenses

Up

$37,596

Up $9,185 (+32%) from 2023

Net Income

Down

$9,086

Down $88,201 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $83,414Liabilities 2015: $0Net Assets 2015: $83,4142015Assets 2016: $121,142Liabilities 2016: $0Net Assets 2016: $121,1422016Assets 2017: $161,834Liabilities 2017: $0Net Assets 2017: $161,8342017Assets 2018: $125,182Liabilities 2018: $0Net Assets 2018: $125,1822018Assets 2019: $97,047Liabilities 2019: $0Net Assets 2019: $97,0472019Assets 2023: $160,929Liabilities 2023: $0Net Assets 2023: $160,9292023Assets 2024: $167,015Liabilities 2024: $0Net Assets 2024: $167,0152024

Highlighted filing

2024

Assets$167,015
Liabilities$0
Net Assets$167,015

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $67,291Expenses 2015: $3,871Net Income 2015: $63,4202015Revenue 2016: $47,938Expenses 2016: $10,210Net Income 2016: $37,7282016Revenue 2017: $74,210Expenses 2017: $33,518Net Income 2017: $40,6922017Revenue 2018: $25,116Expenses 2018: $61,768Net Income 2018: -$36,6522018Revenue 2019: $26,110Expenses 2019: $54,245Net Income 2019: -$28,1352019Revenue 2023: $125,698Expenses 2023: $28,411Net Income 2023: $97,2872023Revenue 2024: $46,682Expenses 2024: $37,596Net Income 2024: $9,0862024

Highlighted filing

2024

Revenue$46,682
Expenses$37,596
Net Income$9,086

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 18, 2025
Return Version
2024v5.2
Gross Receipts
$46,682
Mission and Program Overview

Mission

Maintaining communication with fellow alumni to raise money for scholarships for graduating seniors and help with campus improvements

Maintaining communication with fellow alumni to raise money for scholarships for graduating seniors and help with campus improvements, and with the added addition of ubuntu funds in 2023 providing scholarships to african-american graduates of menlo atherton high school

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED FROM GENERAL FUND FOR GRADUATING SENIORS FROM GENERAL FUND AND PETERSON AND KLEEMAN FUNDS$22,500$0
GRANTS FROM UBUNTU FUNDS TRANSFERRED FROM MENLO ATHERTON HIGH SCHOOL FOR AFRICAN-AMERICAN STUDENTS$15,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOHAN IYERPresident-$0--
DON MACKENZIESecretary/Treasurer-$0--
JIM MACKENZIEVice President-$0--
BARBARA MASONDirector-$0--
CHRIS RUBINDirector-$0--
KANDACE REEVESDirector-$0--
JOHN SPHARDirector-$0--
ROBERT JENSENDirector-$0--
MARC ALLARDDirector-$0--
JOAN LAMBERTDirector-$0--
ELIZABETH KATZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Menlo-atherton Alumni Association
EIN
77-0291191
Phone
4083140790
Address
246 SAN CLEMENTE DR, MENLO PARK, CA 94025

Signing Officer

Name
Mohan Iyer
Title
President
Phone
4083170790
Signed
2025-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Mark Setzen CPA Llp
Address
PO BOX 7467, MENLO PARK, CA 94026-7467
Preparer
Mark Setzen
Phone
6505449940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: comerica bank mhaa account. Amount: 191. Description: comerica bank ubuntu account. Amount: 1,874. Description: comerica bank ubuntu cd. Amount: 3,217. Total included on form 990-ez, line 4: 5,282.

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

Activity classification: 15 scholarships. Grantee name: various recipient colleges. Grantee relationship: alumni colleges. Property description: checks written. Method used to determine book value: checks written. Method used to determine fmv: checks written. Amount given: 37,500.

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

Description: state taxes and fees. Amount: 75. Description: miscellaneous administration. Amount: 21. Total to form 990-ez, line 16: 96.

Raw XML Appendix216 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOHAN IYER
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IRS990EZ/PrimaryExemptPurposeTxt0MAINTAINING COMMUNICATION WITH FELLOW ALUMNI TO RAISE MONEY FOR SCHOLARSHIPS FOR GRADUATING SENIORS AND HELP WITH CAMPUS IMPROVEMENTS, AND WITH THE ADDED ADDITION OF UBUNTU FUNDS IN 2023 PROVIDING SCHOLARSHIPS TO AFRICAN-AMERICAN GRADUATES OF MENLO ATHERTON HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED FROM GENERAL FUND FOR GRADUATING SENIORS FROM GENERAL FUND AND PETERSON AND KLEEMAN FUNDS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COMERICA BANK MHAA ACCOUNT. AMOUNT: 191. DESCRIPTION: COMERICA BANK UBUNTU ACCOUNT. AMOUNT: 1,874. DESCRIPTION: COMERICA BANK UBUNTU CD. AMOUNT: 3,217. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: 15 SCHOLARSHIPS. GRANTEE NAME: VARIOUS RECIPIENT COLLEGES. GRANTEE RELATIONSHIP: ALUMNI COLLEGES. PROPERTY DESCRIPTION: CHECKS WRITTEN. METHOD USED TO DETERMINE BOOK VALUE: CHECKS WRITTEN. METHOD USED TO DETERMINE FMV: CHECKS WRITTEN. AMOUNT GIVEN: 37,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: STATE TAXES AND FEES. AMOUNT: 75. DESCRIPTION: MISCELLANEOUS ADMINISTRATION. AMOUNT: 21. TOTAL TO FORM 990-EZ, LINE 16: 96.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MOHAN IYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04083170790
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-18
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ReturnHeader/Filer/EIN0770291191
ReturnHeader/Filer/PhoneNum04083140790
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ReturnHeader/ReturnTs02025-07-22T09:11:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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