Civic Intelligence

Alpha Omega Collective Foundation

EIN 81-3068646 • 501(c)3 • San Luis Obispo, CA

Profile

The primary purpose of the organization is to provide financial and other assistance to organizations in wine country communities.

4910 Edna RoadSan Luis Obispo, CA 93401

www.aowinery.com/PHILANTHROPY

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$18,358

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$18,358

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,000 (-100%) from 2023

Expenses

Down

$0

Down $2,000 (-100%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$80K$60K$40K$20K$0Assets 2017: $78,149Liabilities 2017: $02017Assets 2018: $5,875Liabilities 2018: $0Net Assets 2018: $5,8752018Assets 2019: $1,086Liabilities 2019: $0Net Assets 2019: $1,0862019Assets 2020: $37,343Liabilities 2020: $0Net Assets 2020: $37,3432020Assets 2021: $17,918Liabilities 2021: $0Net Assets 2021: $17,9182021Assets 2022: $18,358Liabilities 2022: $0Net Assets 2022: $18,3582022Assets 2023: $18,358Liabilities 2023: $0Net Assets 2023: $18,3582023Assets 2024: $18,358Liabilities 2024: $0Net Assets 2024: $18,3582024

Highlighted filing

2024

Assets$18,358
Liabilities$0
Net Assets$18,358
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $78,249Expenses 2017: $100Net Income 2017: $78,1492017Revenue 2018: $28,500Expenses 2018: $100,774Net Income 2018: -$72,2742018Revenue 2019: $1,000Expenses 2019: $5,789Net Income 2019: -$4,7892019Revenue 2020: $36,257Expenses 2020: $0Net Income 2020: $36,2572020Revenue 2021: $20,605Expenses 2021: $40,030Net Income 2021: -$19,4252021Revenue 2022: $10,500Expenses 2022: $10,060Net Income 2022: $4402022Revenue 2023: $2,000Expenses 2023: $2,000Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,358
Liabilities
$0
Net assets
$18,358
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.11$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.21$0.40$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.36$0.00$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.29$1.01$0.72
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.00$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

The primary purpose of the organization is to provide financial and other assistance to organizations in wine country communities.

Program Services

DescriptionGrantsExpenses
FACILITATED DONATIONS FOR DISASTER RELIEF ORGANIZATIONS AFTER THE NORTHERN CALIFORNIA WILDFIRES.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A MICHELLE BAGGETTPresident-$0--
K ROBIN BAGGETTVice President-$0--
RUTH WARKENTINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Omega Collective Foundation
EIN
81-3068646
Phone
8057820300
Address
4910 EDNA ROAD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Robin Baggett
Title
Vice President
Phone
8057820300
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Cameron & Moresco Cpas Llp
Address
811 EL CAPITAN WAY SUITE 200, SAN LUIS OBISPO, CA 93401
Preparer
Michael Moresco
Phone
8055922860
Raw XML Appendix138 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/BusinessNameLine1Txt0RUTH WARKENTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07073120127
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 AGUAJITO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018358
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018358
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018358
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018358
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0A MICHELLE BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1K ROBIN BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH WARKENTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE FINANCIAL AND OTHER ASSISTANCE TO ORGANIZATIONS IN WINE COUNTRY COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATED DONATIONS FOR DISASTER RELIEF ORGANIZATIONS AFTER THE NORTHERN CALIFORNIA WILDFIRES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AOWINERY.COM/PHILANTHROPY
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069337
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt069337
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036232
IRS990ScheduleA/Total509Grp/TotalAmt069337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036232
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069337
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN BAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08057820300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA OMEGA COLLECTIVE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0813068646
ReturnHeader/Filer/PhoneNum08057820300
ReturnHeader/Filer/USAddress/AddressLine1Txt04910 EDNA ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811359692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMERON & MORESCO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 EL CAPITAN WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055922860
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MORESCO
ReturnHeader/ReturnTs02025-05-15T12:51:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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