Civic Intelligence

Lowell Alumni Association

990 • Fiscal year 2013 • EIN 94-6125408

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileWWW.LOWELLALUMNI.ORG
PO Box 32000994132

(415) 759-7830

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$66,686

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

67th percentile

8.3%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

53rd percentile

4.9%

Faster revenue growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,250,086

Up $247,742 (+8.3%) from 2012

Net Assets

Up

$3,250,086

Up $247,742 (+8.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin84th percentile

Revenue

Up

$799,685

Up $37,106 (+4.9%) from 2012

Expenses

Down

$551,943

Down $140,925 (-20%) from 2012

Net Income

Up

$247,742

Up $178,031 (+255%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2010: $2,639,048Liabilities 2010: $0Net Assets 2010: $2,639,0482010Assets 2011: $2,932,633Liabilities 2011: $0Net Assets 2011: $2,932,6332011Assets 2012: $3,002,344Liabilities 2012: $0Net Assets 2012: $3,002,3442012Assets 2013: $3,250,086Liabilities 2013: $0Net Assets 2013: $3,250,0862013Assets 2014: $4,018,669Liabilities 2014: $0Net Assets 2014: $4,018,6692014Assets 2015: $3,952,199Liabilities 2015: $0Net Assets 2015: $3,952,1992015Assets 2016: $4,033,080Liabilities 2016: $0Net Assets 2016: $4,033,0802016Assets 2017: $4,167,385Liabilities 2017: $0Net Assets 2017: $4,167,3852017Assets 2018: $5,461,156Liabilities 2018: $5,213Net Assets 2018: $5,455,9432018Assets 2019: $6,345,976Liabilities 2019: $27,961Net Assets 2019: $6,318,0152019Assets 2020: $6,850,687Liabilities 2020: $10,173Net Assets 2020: $6,840,5142020Assets 2021: $7,870,953Liabilities 2021: $40,323Net Assets 2021: $7,830,6302021Assets 2022: $6,494,922Liabilities 2022: $273,193Net Assets 2022: $6,221,7292022Assets 2023: $7,557,691Liabilities 2023: $251,463Net Assets 2023: $7,306,2282023Assets 2024: $8,443,639Liabilities 2024: $332,457Net Assets 2024: $8,111,1822024

Highlighted filing

2013

Assets$3,250,086
Liabilities$0
Net Assets$3,250,086
Open 2013 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $689,8582010Revenue 2011: $645,634Expenses 2011: $385,714Net Income 2011: $259,9202011Revenue 2012: $762,579Expenses 2012: $692,868Net Income 2012: $69,7112012Revenue 2013: $799,685Expenses 2013: $551,943Net Income 2013: $247,7422013Revenue 2014: $1,535,953Expenses 2014: $730,872Net Income 2014: $805,0812014Revenue 2015: $202,511Expenses 2015: $260,302Net Income 2015: -$57,7912015Revenue 2016: $945,648Expenses 2016: $864,767Net Income 2016: $80,8812016Revenue 2017: $787,971Expenses 2017: $653,666Net Income 2017: $134,3052017Revenue 2018: $1,999,502Expenses 2018: $707,985Net Income 2018: $1,291,5172018Revenue 2019: $1,667,882Expenses 2019: $805,810Net Income 2019: $862,0722019Revenue 2020: $865,201Expenses 2020: $1,243,041Net Income 2020: -$377,8402020Revenue 2021: $786,955Expenses 2021: $720,488Net Income 2021: $66,4672021Revenue 2022: $1,098,988Expenses 2022: $1,514,230Net Income 2022: -$415,2422022Revenue 2023: $1,372,481Expenses 2023: $703,839Net Income 2023: $668,6422023Revenue 2024: $1,860,627Expenses 2024: $924,206Net Income 2024: $936,4212024

Highlighted filing

2013

Revenue$799,685
Expenses$551,943
Net Income$247,742
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$1,051,598
Mission and Program Overview

Mission

1. Scholarships:lowell alumni association (laa) awards a number of scholarships each year to graduating seniors. These scholarships are either administered on behalf of the donors or given on the advice of the lowell scholarship committee.2. Newsletter:laa produces approximately 30,000 newsletters twice a year and mails them to lowell alumni. Features include "keeping in touch" with alumni, reunion announcements, news about the school, and historical facts about lowell high school and its alumni.3. Reunions:laa encourages alumni to hold reunions on the fifth multiple anniversaries of the years of their graduations. The association provides graduation and mailing lists and advises the reunion committees on procedures. The association is represented at reunions by the executive director.4. Grants & gifts:upon application by members of the lowell faculty and approval of the alumni board of directors, laa makes grants and gifts to lowell high school.

The lowell alumni associations primary mission is to support and enhance lowell high schools continued existence as an academic public magnet high school of the highest order attracting students from throughout san francisco

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,002,344$3,250,086▲ $247,742
Investments in Publicly Traded Securities$2,692,539$2,868,140▲ $175,601
Cash and Non-Interest-Bearing Accounts$208,846$305,368▲ $96,522
Savings and Temporary Cash Investments$64,461$40,080▼ $24,381
Investments Other Securities$36,498$36,498→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,002,344$3,250,086▲ $247,742
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,002,344$3,250,086▲ $247,742
Total Liabilities and Net Assets / Fund Balance$3,002,344$3,250,086▲ $247,742

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,101,261$32,900▲ $168,719$905$2,194,724
2012$2,017,006$127,161▲ $59,859$846$2,101,261
2011$2,021,729$20,703▲ $59,597$334$2,017,006
2010$2,003,118$36,387▲ $58,670$328$2,021,729
2009$1,984,495$67,376▲ $32,929$889$2,003,118
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terence AbadExecutive DirectorPT$66,686$66,686

Board Members and Trustees

NameTitle
Lisa Coughlin ClayPresident
James RosenthalVice President
Andrew IshibashiDirector
Bruce SpiegelmanDirector
Cathryn BrashDirector
Claudia Wolf EshooDirector
Dave HagermanDirector
Georgene KromydasDirector
Geraldine Rosen-parkDirector
Helen Louie WaxDirector
Irving ZaretskyDirector
Jack AndersonDirector
Joseph EhrmanDirector
King LipDirector
Mark SteinerDirector
Mike BowerDirector
Mike UgawaDirector
Paul TamDirector
Rita YeeDirector
Roberta BleiweissDirector
Wendy Drefke ShinboriDirector
Anita PaytonSecretary
Leon BlumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$571,700
Program Service Revenue
$0
Investment Income
$223,828
Other Revenue
$4,157
All Other Contributions
$571,700
Change in Net Assets
$247,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$408,974
Other Expenses$86,281
Salaries, Compensation, and Employee Benefits$56,688
Total Fundraising Expense$54,596
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$323,479--$323,479
Grants to Domestic Individuals$85,495--$85,495
Current Officers, Directors, Trustees, and Key Employees$18,896$18,896$18,896$56,688
Office Expenses-$4,625-$4,625
Other Expenses$11,322$3,654$35,700$3,654
All Other Expenses$2,265$1,234-$3,499
Insurance-$2,758-$2,758
Fees for Services Accounting-$2,750-$2,750
Total Functional Expenses$463,430$33,917$54,596$551,943
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-6000416-501(c)(3)Various Educational Grants$323,479
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has members which are alumni of lowell high school.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Pursuant to the lowell alumni associations bylaws, there is an annual meeting open to the organizations entire membership (comprising all persons who have ever attended lowell high school) at which ten members of the board of directors are to be elected to full three-year terms. (the board is authorized to include a total of 32 directors, 30 of which are elected by the membership to staggered three-year terms plus the immediate past president plus a representative of our southern california alumni club, which is not separately organized/incorporated.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Other than the election of directors, the only other action that requires a vote of the membership, pursuant to the bylaws, is an amendment to the bylaws regarding the authorized number of directors. The board of directors is explicitly authorized by the bylaws to carry out all other operations of the organization.”

Form 990, Part VI, Line 10B: Explanation of No Written Policies and Procedures for Chapters, Branche

“Local chapters abide by the same policies and procedures as lowell alumni association.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The federal form 990 is reviewed by the finance committee, chaired by the associations treasurer”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The association provides its governing documents, as well as conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
94-6125408
Phone
4157597830

Signing Officer

Name
Lisa Coughlin Clay
Title
President
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
100

Preparer

Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The associations endowment funds are intended for scholarships, grants and gifts to lowell high school.”

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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/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,250,086
Liabilities
$0
Net assets
$3,250,086
Revenue
$799,685
Expenses
$551,943
Net income
$247,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.44$0.33$8.11$1.86$0.92$0.94
2023Detailed filing. Detailed filing data is available for this year.$7.56$0.25$7.31$1.37$0.70$0.67
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.27$6.22$1.10$1.51$0.42
2021Detailed filing. Detailed filing data is available for this year.$7.87$0.04$7.83$0.79$0.72$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.85$0.01$6.84$0.87$1.24$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.35$0.03$6.32$1.67$0.81$0.86
2018Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.46$2.00$0.71$1.29
2017Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.79$0.65$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.95$0.86$0.08
2015Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$0.20$0.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.54$0.73$0.81
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.80$0.55$0.25
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.76$0.69$0.07
2011Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$0.65$0.39$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.64$0.69