Civic Intelligence

The Assumption Foundation

990 • Fiscal year 2021 • EIN 94-3017046

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization ProfileN/A
1100 Fulton AvenueSan Leandro, CA 94577

(510) 433-3700

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-88%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

9.7%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

38%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,161,849

Up $102,850 (+9.7%) from 2020

Net Assets

Up

$1,161,849

Up $102,850 (+9.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Up

$60,506

Up $16,636 (+38%) from 2020

Expenses

Down

$113,974

Down $66,284 (-37%) from 2020

Net Income

Up

-$53,468

Up $82,920 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,096,421Liabilities 2012: $0Net Assets 2012: $1,096,4212012Assets 2013: $1,237,306Liabilities 2013: $0Net Assets 2013: $1,237,3062013Assets 2014: $1,308,040Liabilities 2014: $0Net Assets 2014: $1,308,0402014Assets 2015: $1,298,436Liabilities 2015: $0Net Assets 2015: $1,298,4362015Assets 2016: $1,294,774Liabilities 2016: $0Net Assets 2016: $1,294,7742016Assets 2017: $1,406,487Liabilities 2017: $0Net Assets 2017: $1,406,4872017Assets 2018: $1,221,280Liabilities 2018: $0Net Assets 2018: $1,221,2802018Assets 2019: $1,216,357Liabilities 2019: $0Net Assets 2019: $1,216,3572019Assets 2020: $1,058,999Liabilities 2020: $0Net Assets 2020: $1,058,9992020Assets 2021: $1,161,849Liabilities 2021: $0Net Assets 2021: $1,161,8492021Assets 2022: $940,219Liabilities 2022: $0Net Assets 2022: $940,2192022Assets 2023: $991,070Liabilities 2023: $0Net Assets 2023: $991,0702023

Highlighted filing

2021

Assets$1,161,849
Liabilities$0
Net Assets$1,161,849
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$400K$200K$0-$200KRevenue 2012: $37,850Expenses 2012: $32,336Net Income 2012: $5,5142012Revenue 2013: $205,648Expenses 2013: $64,763Net Income 2013: $140,8852013Revenue 2014: $89,110Expenses 2014: $18,376Net Income 2014: $70,7342014Revenue 2015: $10,371Expenses 2015: $19,975Net Income 2015: -$9,6042015Revenue 2016: $42,720Expenses 2016: $46,382Net Income 2016: -$3,6622016Revenue 2017: $113,851Expenses 2017: $2,138Net Income 2017: $111,7132017Revenue 2018: $68,141Expenses 2018: $253,348Net Income 2018: -$185,2072018Revenue 2019: $64,245Expenses 2019: $50,829Net Income 2019: $13,4162019Revenue 2020: $43,870Expenses 2020: $180,258Net Income 2020: -$136,3882020Revenue 2021: $60,506Expenses 2021: $113,974Net Income 2021: -$53,4682021Revenue 2022: $72,134Expenses 2022: $94,904Net Income 2022: -$22,7702022Revenue 2023: $38,514Expenses 2023: $2,500Net Income 2023: $36,0142023

Highlighted filing

2021

Revenue$60,506
Expenses$113,974
Net Income-$53,468
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$366,751
Mission and Program Overview

Mission

To support assumption school by providing funds for tuition assistance, school maintenance, and emergency use for disaster victims within the school and parish.

To support assumption school and the parish community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,043,427$1,135,398▲ $91,971
Savings and Temporary Cash Investments$15,572$26,451▲ $10,879
Total Assets$1,058,999$1,161,849▲ $102,850
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,058,999$1,161,849▲ $102,850
Total Net Assets Fund Balance$1,058,999$1,161,849▲ $102,850
Total Liabilities and Net Assets / Fund Balance$1,058,999$1,161,849▲ $102,850
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Allison FargoPresident
Hanne GirardiVice President
Allison WoodBoard Member
George BrandtBoard Member
Michael PrettoBoard Member
Michelle AndersonBoard Member
Bruce WhittenSecretary
Don DonchuanchomTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$915
Program Service Revenue
$0
Investment Income
$59,591
Other Revenue
$0
All Other Contributions
$915
Change in Net Assets
$-53,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,500
Other Expenses$20,474
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,500--$93,500
Fees for Service Investment Mgmnt Fees-$12,396-$12,396
Fees for Services Other-$5,000-$5,000
Fees for Services Accounting-$1,900-$1,900
Insurance-$774-$774
Office Expenses-$366-$366
Other Expenses-$3-$3
Total Functional Expenses$93,500$20,474$0$113,974
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Assumption SchoolSan Leandro, CA-SUPPORT OF SCHOOL PROGRAMS AND ACTIVTITIES; SCHOLARSHIP AWARDS$93,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The returns are reviewd by officers prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organizations's governing documents can be made available for review upon request.”

Filing and Contact Details

Filer

Filer Name
The Assumption Foundation
EIN
94-3017046
Phone
5104333700
Address
1100 FULTON AVENUE, SAN LEANDRO, CA 94577

Signing Officer

Name
Don Donchuanchom
Title
Treasurer
Phone
5104333700
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Donchuanchom
Formed
1984
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Rina Accountancy Llp
Address
150 POST STREET STE 200, SAN FRANCISCO, CA 94108
Preparer
Edward M Fahey
Phone
4157774488
Raw XML Appendix363 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/MissionDesc0TO SUPPORT ASSUMPTION SCHOOL BY PROVIDING FUNDS FOR TUITION ASSISTANCE, SCHOOL MAINTENANCE, AND EMERGENCY USE FOR DISASTER VICTIMS WITHIN THE SCHOOL AND PARISH.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS RELATIONSHIP WITH ASSUMPTION SCHOOL THROUGH VARIOUS INTERACTIONS WITH THE SCHOOL'S PRINCIPAL, TEACHERS AND SCHOOL BOARD MEMBERS. THE PRINCIPAL AND SCHOOL BOARD REPRESENTATIVE ATTEND FOUNDATION MEETINGS AND PROVIDE UPDATES ON SCHOOL ACTIVITIES, FINANCIAL STANDING AND NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INPUT RECEIVED ENABLES THE FOUNDATION BOARD TO DETERMINE THE AMOUNT OF GRANTS EACH YEAR. IN TURN, THIS IMPACTS THE INVESTMENT DECISIONS AS THE FOUNDATION BALANCES CURRENT NEEDS WITH THE DESIRE TO PROVIDE SUSTAINED SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION'S ACTIVITIES FURTHER THOSE OF ASSUMPTION SCHOOL BY PROVIDING NEEDED FUNDING TO SUPPLEMENT THE SCHOOL'S BUDGET. ASSUMPTION FOUNDATION IS RESPONSIVE TO SPECIFIC AND GENERAL REQUESTS FOR TUITION AID, SCHOLARSHIPS OR PROGRAM NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE FOUNDATION SERVES AN IMPORTANT ROLE IN RAISING AND MANAGING FUNDS FOR THE BENEFIT OF ASSUMPTION SCHOOL. WITHOUT THIS SUPPORT, THE SCHOOL WOULD NEED TO CONDUCT ADDITIONAL FUNDRAISING ACTIVITIES. STEWARDSHIP RESPONSIBILITIES WOULD ALSO NEED TO BE UNDERTAKEN BY SCHOOL STAFF. THE FOUNDATION PROVIDES DEDICATED RESOURCES AND VOLUNTEERS FOR THESE EFFORTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D - LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D - LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E - LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E 2A - LINE 2B
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IRS990ScheduleI/RecipientTable/CashGrantAmt093500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF SCHOOL PROGRAMS AND ACTIVTITIES; SCHOLARSHIP AWARDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASSUMPTION SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0943017046
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01851 136TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN LEANDRO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094578
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURNS ARE REVIEWD BY OFFICERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS'S GOVERNING DOCUMENTS CAN BE MADE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01058999
IRS990/TotalAssetsEOYAmt01161849
IRS990/TotalAssetsGrp/BOYAmt01058999
IRS990/TotalAssetsGrp/EOYAmt01161849
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0915
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01058999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01161849
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt093500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060506
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01058999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01161849
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt01100 FULTON AVENUE
IRS990/USAddress/CityNm0SAN LEANDRO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094577
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON DONCHUANCHOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104333700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ASSUMPTION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0943017046
ReturnHeader/Filer/PhoneNum05104333700
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 FULTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN LEANDRO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094577
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841980623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RINA ACCOUNTANCY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 POST STREET STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04157774488
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD M FAHEY
ReturnHeader/ReturnTs02021-11-10T15:36:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONCHUANCHOM
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,161,849
Liabilities
$0
Net assets
$1,161,849
Revenue
$60,506
Expenses
$113,974
Net income
-$53,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.00$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.05$0.01
2018Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.07$0.25$0.19
2017Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.11$0.00$0.11
2016Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.04$0.05$0.00
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.09$0.02$0.07
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.21$0.06$0.14
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.04$0.03$0.01