Civic Intelligence

Alamo School Education Fund

990 • Fiscal year 2019 • EIN 80-0027803

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.5%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$165,257

Up $31,201 (+23%) from 2018

Net Assets

Up

$165,257

Up $31,201 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$413,848

Up $15,592 (+3.9%) from 2018

Expenses

Up

$382,647

Up $2,667 (+0.7%) from 2018

Net Income

Up

$31,201

Up $12,925 (+71%) from 2018

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 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

2019

Assets$165,257
Liabilities$0
Net Assets$165,257

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 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

2019

Revenue$413,848
Expenses$382,647
Net Income$31,201
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$468,666
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$101,613$101,675▲ $62
Cash and Non-Interest-Bearing Accounts$32,443$63,582▲ $31,139
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$134,056$165,257▲ $31,201
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$134,056$165,257▲ $31,201
Total Net Assets Fund Balance$134,056$165,257▲ $31,201
Total Liabilities and Net Assets / Fund Balance$134,056$165,257▲ $31,201
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christina ArmstrongCo-President
Christina HeilCo-President
Erin AdamsVice President
Jon WelchAsst. Treasurer
Fiona AdcockAuction Gala
Christine WheatleyCorp Matching
Marriane GutierrezCorr. Secretary
Vanessa WeinersKinder Rep
Dina WarshavskyOnline Auction
Tori DeCoiteParliamentarian
Stan HitomiPrincipal
Kristin BushPTA Rep
Jenny SorianoSecretary
Erin BohannanTeacher Rep
Elizabeth BoukisTeacher Treats
Bar MinzeTechnology
Kevin WalshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,248
Program Service Revenue
$36,327
Investment Income
$62
Other Revenue
$138,211
All Other Contributions
$239,248
Change in Net Assets
$31,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,647
Total Fundraising Expense$3,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$966$8,051$3,046$12,063
Other Expenses$6,668$4,604-$4,604
Insurance-$1,618-$1,618
Fees for Services Accounting-$725-$725
Advertising$588--$588
Total Functional Expenses$364,603$14,998$3,046$382,647
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$182,235
Fundraising Direct Expenses$54,123
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$168,579$168,579$24,217$144,362
Kid Generated Art$13,656$13,656$3,677$9,979
Total Events$182,235$182,235$54,123$128,112
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
Yes
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
Kevin Walsh
Title
Treasurer
Phone
9254825105
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Armstrong
Formed
2002
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
50

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Corr. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt8Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt9Online Auction
IRS990/Form990PartVIISectionAGrp/TitleTxt10Auction Gala
IRS990/Form990PartVIISectionAGrp/TitleTxt11Teacher Treats
IRS990/Form990PartVIISectionAGrp/TitleTxt12Corp Matching
IRS990/Form990PartVIISectionAGrp/TitleTxt13PTA Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt14Teacher Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt15Kinder Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt16Principal
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