Civic Intelligence

Alamo School Education Fund

990 • Fiscal year 2016 • EIN 80-0027803

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 26, 2016

100 Wilson RoadAlamo, CA 94507

(925) 552-5500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Flat

$256,180

Flat from 2016

Net Assets

Flat

$256,180

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$443,407

Flat from 2016

Expenses

Flat

$440,109

Flat from 2016

Net Income

Flat

$3,298

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $155,943Liabilities 2012: $0Net Assets 2012: $155,9432012Assets 2013: $203,457Liabilities 2013: $0Net Assets 2013: $203,4572013Assets 2014: $197,460Liabilities 2014: $0Net Assets 2014: $197,4602014Assets 2015: $252,082Liabilities 2015: $0Net Assets 2015: $252,0822015Assets 2016: $256,180Liabilities 2016: $0Net Assets 2016: $256,1802016Assets 2016: $256,180Liabilities 2016: $0Net Assets 2016: $256,1802016Assets 2017: $116,890Liabilities 2017: $0Net Assets 2017: $116,8902017Assets 2018: $134,056Liabilities 2018: $0Net Assets 2018: $134,0562018Assets 2019: $165,257Liabilities 2019: $0Net Assets 2019: $165,2572019Assets 2020: $205,326Liabilities 2020: $0Net Assets 2020: $205,3262020Assets 2021: $179,322Liabilities 2021: $0Net Assets 2021: $179,3222021Assets 2022: $279,663Liabilities 2022: $0Net Assets 2022: $279,6632022Assets 2023: $359,215Liabilities 2023: $0Net Assets 2023: $359,2152023

Highlighted filing

2016

Assets$256,180
Liabilities$0
Net Assets$256,180

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $300,133Expenses 2012: $371,608Net Income 2012: -$71,4752012Expenses 2013: $279,6792013Revenue 2014: $293,082Expenses 2014: $299,079Net Income 2014: -$5,9972014Revenue 2015: $366,979Expenses 2015: $312,733Net Income 2015: $54,2462015Revenue 2016: $443,407Expenses 2016: $440,109Net Income 2016: $3,2982016Revenue 2016: $443,407Expenses 2016: $440,109Net Income 2016: $3,2982016Revenue 2017: $299,995Expenses 2017: $437,422Net Income 2017: -$137,4272017Revenue 2018: $398,256Expenses 2018: $379,980Net Income 2018: $18,2762018Revenue 2019: $413,848Expenses 2019: $382,647Net Income 2019: $31,2012019Revenue 2020: $382,394Expenses 2020: $342,325Net Income 2020: $40,0692020Revenue 2021: $157,393Expenses 2021: $177,168Net Income 2021: -$19,7752021Revenue 2022: $282,981Expenses 2022: $182,640Net Income 2022: $100,3412022Revenue 2023: $372,575Expenses 2023: $293,023Net Income 2023: $79,5522023

Highlighted filing

2016

Revenue$443,407
Expenses$440,109
Net Income$3,298
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 26, 2016
Return Version
2015v2.0
Gross Receipts
$443,407
Mission and Program Overview

Mission

Alamo School Education Fund is an affiliate of the San Ramon Valley Education Foundation.

Alamo School Education Fund is a non-profit entity dedicated to raising funds, through the collaboration of parents, educators and the community, to maintain and enhance the quality of education and the environment at Alamo Elementary School in Alamo, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$201,302$201,419▲ $117
Cash and Non-Interest-Bearing Accounts$50,780$54,761▲ $3,981
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$252,082$256,180▲ $4,098
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$252,082$256,180▲ $4,098
Total Net Assets Fund Balance$252,082$256,180▲ $4,098
Total Liabilities and Net Assets / Fund Balance$252,082$256,180▲ $4,098
Compensation and Service Providers

Board Members and Trustees

NameTitle
Emily MohrRetail Chair
Leslie WellsfryRetail Chair
Jo StrattonPresident
Kristin IribarrenPTA President
Julie RyerVice President
Christy CamposAsst Secretary
Jay KoonerAsst. Treasurer
Christina JueCamp Alamo
Michael LongCamp Alamo
Jenn HoffmannClass Baskets
Kristi WalshCorp Matching
Lynn VeitFin'l Secretary
Patricia NelsonKid Art
Anna NaquinOnline Auction
Carol BerkowitzParliamentarian
Stan HitomiPrincipal
Anna LeeSecretary
Clarissa ScottTeacher Rep
Liz BoukisTeacher Treats
Michael InocencioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$443,290
Program Service Revenue
$0
Investment Income
$117
Other Revenue
$0
All Other Contributions
$443,290
Change in Net Assets
$3,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$440,109
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$24,030$5,962-$29,992
Other Expenses$21,963--$21,963
Office Expenses-$5,422-$5,422
Insurance-$2,062-$2,062
Fees for Services Accounting-$640-$640
Total Functional Expenses$426,023$14,086$0$440,109
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 6: Explanation of Classes of Members or Shareholder

any family who donates any dollar amount to the Alamo School Education Fund is a member.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's treasurer (a member of the board of directors). The final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest atleast annually. All board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

There are no employees. All of the organization's activities are carried out by an all-volunteer board of directors.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

There are no employees. All of the organization's activities are carried out by an all-volunteer board of directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available at the organization's office in alamo, california (for a physical inspection).

Filing and Contact Details

Filer

Filer Name
Alamo School Education Fund
EIN
80-0027803
Phone
9255525500
Address
100 Wilson Road, Alamo, CA 94507

Signing Officer

Name
Michael Inocencio
Title
Treasurer
Signed
2016-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Inocencio
Formed
2002
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
50

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Inocencio
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Fin'l Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Asst Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt8PTA President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Teacher Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt10Principal
IRS990/Form990PartVIISectionAGrp/TitleTxt11Corp Matching
IRS990/Form990PartVIISectionAGrp/TitleTxt12Retail Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Retail Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Kid Art
IRS990/Form990PartVIISectionAGrp/TitleTxt15Teacher Treats
IRS990/Form990PartVIISectionAGrp/TitleTxt16Camp Alamo
IRS990/Form990PartVIISectionAGrp/TitleTxt17Camp Alamo
IRS990/Form990PartVIISectionAGrp/TitleTxt18Class Baskets
IRS990/Form990PartVIISectionAGrp/TitleTxt19Online Auction
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0443407
IRS990/GroupExemptionNum08171
IRS990/GroupReturnForAffiliatesInd0true
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02062
IRS990/InsuranceGrp/TotalAmt02062
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Alamo School Education Fund is an affiliate of the San Ramon Valley Education Foundation.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0252082
IRS990/NetAssetsOrFundBalancesEOYAmt0256180
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05422
IRS990/OfficeExpensesGrp/TotalAmt05422
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Instruction
IRS990/OtherExpensesGrp/Desc1Auction expenses
IRS990/OtherExpensesGrp/Desc2Teacher & Music Supplies
IRS990/OtherExpensesGrp/Desc3Uncategorized Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0325568
IRS990/OtherExpensesGrp/ProgramServicesAmt127464
IRS990/OtherExpensesGrp/ProgramServicesAmt226998
IRS990/OtherExpensesGrp/ProgramServicesAmt321963
IRS990/OtherExpensesGrp/TotalAmt0325568
IRS990/OtherExpensesGrp/TotalAmt127464
IRS990/OtherExpensesGrp/TotalAmt226998
IRS990/OtherExpensesGrp/TotalAmt321963
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Michael Inocencio
IRS990/PriorPeriodAdjustmentsAmt0800
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Funds raised are used to provide educational assistance to all of the elementary school students (K-5), provide funding for classroom support, music programs, reading specialist, computer lab, extended library hours and to provide supplies for classrooms/science/art/computer/playground and office.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0366831
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0148
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0312733
IRS990/PYRevenuesLessExpensesAmt054246
IRS990/PYTotalExpensesAmt0312733
IRS990/PYTotalRevenueAmt0366979
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03298
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201302
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0201419
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.59$0.00$3.59$3.73$2.93$0.80
2022Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$2.83$1.83$1.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$1.57$1.77$0.20
2020Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$3.82$3.42$0.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$4.14$3.83$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$3.98$3.80$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$3.00$4.37$1.37
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$4.43$4.40$0.03
2016Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$4.43$4.40$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$3.67$3.13$0.54
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$2.93$2.99$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$2.80
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$3.00$3.72$0.71