Civic Intelligence

Alpha Omega Collective Foundation

990EZ • Fiscal year 2020 • EIN 81-3068646

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

3339%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

3526%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$37,343

Up $36,257 (+3339%) from 2019

Net Assets

Up

$37,343

Up $36,257 (+3339%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Up

$36,257

Up $35,257 (+3526%) from 2019

Expenses

Down

$0

Down $5,789 (-100%) from 2019

Net Income

Up

$36,257

Up $41,046 (+857%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$37,343
Liabilities$0
Net Assets$37,343
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$36,257
Expenses$0
Net Income$36,257
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 15, 2021
Return Version
2020v4.1
Gross Receipts
$36,257
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.$2,000$0
FACILITATED DONATIONS FOR YOUTH MENTAL HEALTH TREATMENTS AND CURES RESEARCH.$0$0
FACILITATED DONATIONS FOR CANCER TREATMENTS AND CURES RESEARCH.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A MICHELLE BAGGETTPresident-$0--
K ROBIN BAGGETTVice President-$0--
RUTH WARKENTINTresurer-$0--
JUNE MCIVORSecretary-$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
2021-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Cameron & Moresco Cpas Llp
Address
865 AEROVISTA PLACE SUITE 220, SAN LUIS OBISPO, CA 93401
Preparer
Michael Moresco
Phone
8055922860
Raw XML Appendix155 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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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.
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,343
Liabilities
$0
Net assets
$37,343
Revenue
$36,257
Expenses
$0
Net income
$36,257
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