Civic Intelligence

Alpha Omega Collective Foundation

990EZ • Fiscal year 2018 • EIN 81-3068646

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 30, 2019

Organization ProfileWWW.AOWINERY.COM/PHILANTHROPY
4910 Edna RoadSan Luis Obispo, CA 93401

(805) 782-0300

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-254%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

3rd percentile

-92%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$5,875

Down $72,274 (-92%) from 2017

Net Assets

$5,875

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Down

$28,500

Down $49,749 (-64%) from 2017

Expenses

Up

$100,774

Up $100,674 (+100674%) from 2017

Net Income

Down

-$72,274

Down $150,423 (-192%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2018

Assets$5,875
Liabilities$0
Net Assets$5,875
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$28,500
Expenses$100,774
Net Income-$72,274
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 30, 2019
Return Version
2018v3.1
Gross Receipts
$28,500
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.$100,000$100,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A MICHELLE BAGGETTPresident-$0--
K ROBIN BAGGETTVice President-$0--
RUTH WARKENTINTreasurer-$0--
JUNE MCIVORSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Bottle Benefit Bbq$28,500$7,125-$7,125
Total Events$28,500$7,125-$7,125
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
2019-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

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

“Activity classification: wildfire relief. Grantee name: napa valley community foundation. Grantee address: 3299 claremont way, suite 2 napa, ca 94558. Grantee relationship: none. Date of gift: 01/30/18. Amount given: 95,000.”

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

“Activity classification: wildfire relief. Grantee name: rutherford fire department. Grantee address: 1989 ca-29 st helena, ca 94574. Grantee relationship: none. Date of gift: 01/30/18. Amount given: 5,000. Total included on form 990-ez, line 10: 100,000.”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07073120127
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05875
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0A MICHELLE BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1K ROBIN BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH WARKENTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUNE MCIVOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AOWINERY.COM/PHILANTHROPY
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085499
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt07125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt014125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt021250
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0106749
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078249
IRS990ScheduleA/Total509Grp/TotalAmt0106749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078249
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0106749
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021375
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIG BOTTLE BENEFIT BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07125
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: WILDFIRE RELIEF. GRANTEE NAME: NAPA VALLEY COMMUNITY FOUNDATION. GRANTEE ADDRESS: 3299 CLAREMONT WAY, SUITE 2 NAPA, CA 94558. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/30/18. AMOUNT GIVEN: 95,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: WILDFIRE RELIEF. GRANTEE NAME: RUTHERFORD FIRE DEPARTMENT. GRANTEE ADDRESS: 1989 CA-29 ST HELENA, CA 94574. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/30/18. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 100,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN BAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08057820300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD44D8195A59DD8EA5C33A296AD6CC9D6F4F57C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023E5B313F62A26AEF85DE509B76CD6375B48B03D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.180.6.34
ReturnHeader/FilingSecurityInformation/IPDt02019-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:39:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICAL W BOVEE CPA
ReturnHeader/ReturnTs02019-10-22T14:08:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,875
Liabilities
$0
Net assets
$5,875
Revenue
$28,500
Expenses
$100,774
Net income
-$72,274
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