Civic Intelligence

The Assumption Foundation

990 • Fiscal year 2022 • EIN 94-3017046

Jul 01, 2021 to Jun 30, 2022 • Filed on May 23, 2023

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-19%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

19%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$940,219

Down $221,630 (-19%) from 2021

Net Assets

Down

$940,219

Down $221,630 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin11th percentile

Revenue

Up

$72,134

Up $11,628 (+19%) from 2021

Expenses

Down

$94,904

Down $19,070 (-17%) from 2021

Net Income

Up

-$22,770

Up $30,698 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$940,219
Liabilities$0
Net Assets$940,219
Open 2022 Filing

Operations Trend

Revenue Growth62nd 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

2022

Revenue$72,134
Expenses$94,904
Net Income-$22,770
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 23, 2023
Return Version
2021v4.2
Gross Receipts
$278,624
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$1,135,398$926,037▼ $209,361
Savings and Temporary Cash Investments$26,451$14,182▼ $12,269
Total Assets$1,161,849$940,219▼ $221,630
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,161,849$940,219▼ $221,630
Total Net Assets Fund Balance$1,161,849$940,219▼ $221,630
Total Liabilities and Net Assets / Fund Balance$1,161,849$940,219▼ $221,630
Compensation and Service Providers
Top Officer Pay53rd 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
Erica MarrTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$813
Program Service Revenue
$0
Investment Income
$71,321
Other Revenue
$0
All Other Contributions
$813
Change in Net Assets
$-22,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,250
Other Expenses$16,654
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,250--$78,250
Fees for Service Investment Mgmnt Fees-$12,658-$12,658
Fees for Services Accounting-$2,400-$2,400
Insurance-$827-$827
Office Expenses-$744-$744
Other Expenses-$25-$25
Total Functional Expenses$78,250$16,654$0$94,904
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Assumption SchoolSan Leandro, CA-SUPPORT OF SCHOOL PROGRAMS AND ACTIVTITIES; SCHOLARSHIP AWARDS$78,250
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
Erica Marr
Title
Treasurer
Phone
5104333700
Signed
2023-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Marr
Formed
1984
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Aprio Llp
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Edward Fahey
Phone
4157774488
Raw XML Appendix364 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
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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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/CashGrantAmt078250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
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/TotalAssetsBOYAmt01161849
IRS990/TotalAssetsEOYAmt0940219
IRS990/TotalAssetsGrp/BOYAmt01161849
IRS990/TotalAssetsGrp/EOYAmt0940219
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0813
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078250
IRS990/TotalFunctionalExpensesGrp/TotalAmt094904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01161849
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0940219
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt078250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt071321
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072134
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01161849
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0940219
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA MARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104333700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-23
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/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 POST STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04157774488
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD FAHEY
ReturnHeader/ReturnTs02023-08-23T18:43:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$940,219
Liabilities
$0
Net assets
$940,219
Revenue
$72,134
Expenses
$94,904
Net income
-$22,770
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