Civic Intelligence

Forster Ranch Education Foundation

990EZ • Fiscal year 2018 • EIN 27-1708966

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 12, 2018

PO Box 5201San Clemente, CA 92674

(858) 361-0882

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

81st percentile

26%

Higher net margin than 81% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$49,338

No earlier filing loaded for comparison.

Net Assets

$49,288

No earlier filing loaded for comparison.

Liabilities

$50

No earlier filing loaded for comparison.

Revenue

$95,554

No earlier filing loaded for comparison.

Expenses

$70,458

No earlier filing loaded for comparison.

Net Income

$25,096

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $49,338Liabilities 2018: $50Net Assets 2018: $49,2882018Assets 2019: $78,687Liabilities 2019: $5Net Assets 2019: $78,6822019Assets 2020: $45,036Liabilities 2020: $7,338Net Assets 2020: $37,6982020Assets 2021: $65,589Net Assets 2021: $65,5892021Assets 2022: $82,082Net Assets 2022: $82,0822022Assets 2023: $109,918Net Assets 2023: $109,9182023Assets 2024: $105,872Net Assets 2024: $105,8722024Assets 2025: $114,043Net Assets 2025: $114,0432025

Highlighted filing

2018

Assets$49,338
Liabilities$50
Net Assets$49,288

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $95,554Expenses 2018: $70,458Net Income 2018: $25,0962018Revenue 2019: $108,297Expenses 2019: $78,902Net Income 2019: $29,3952019Revenue 2020: $62,802Expenses 2020: $103,786Net Income 2020: -$40,9842020Revenue 2021: $45,108Expenses 2021: $18,718Net Income 2021: $26,3902021Revenue 2022: $108,014Expenses 2022: $91,521Net Income 2022: $16,4932022Revenue 2023: $122,892Expenses 2023: $95,056Net Income 2023: $27,8362023Revenue 2024: $110,002Expenses 2024: $113,308Net Income 2024: -$3,3062024Revenue 2025: $70,519Expenses 2025: $62,208Net Income 2025: $8,3112025

Highlighted filing

2018

Revenue$95,554
Expenses$70,458
Net Income$25,096
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 12, 2018
Return Version
2017v2.2
Gross Receipts
$123,092
Mission and Program Overview

Mission

The organizations primary exempt purpose is to provide financial support for educational excellence and enrichment programs at truman benedict elementary school and bernice ayer middle school in san clemente ca.

The organization's primary purpose is to provide financial support for educational excellence and enrichment programs at truman benedict elementary school and bernice ayer middle school in san clemente, ca.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING TO TRUMAN BENEDICT BOOSTERS FOR FIFTH GRADE SCIENCE CAMP,END OF YEAR PARTY, TK MUSIC PROGRAM AND MAKERS SPACE$67,594$67,594
PROVIDED FUNDING TO BERNICE AYER MIDDLE SCHOOL FOR EQUIPMENT AND SUPPLIES$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELSEY RAYMONDPresidentPT$0--
SANDRA HILLVice PresidentPT$0--
APRIL BRICESecretary-$0--
KIMBERLY BENUMOFTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Fundraiser$36,523$35,221$1,278$33,943
Total Events$36,523$35,221$27,538$7,683
Filing and Contact Details

Filer

Filer Name
Forester Ranch Education Foundation
EIN
27-1708966
Phone
8583610882
Address
PO BOX 5201, San Clemente, CA 92674

Signing Officer

Name
Kelsey Raymond
Title
President
Phone
8583610882
Signed
2018-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Ranson Tax & Bookkeeping
Address
2894 Riachuelo, San Clemente, CA 92673
Preparer
Julie a Ranson Enrolled Agent
Phone
9492446256
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Truman benedict boosters for fifth grade science camp and end of year party; grant; truman benedict

Form 990EZ, Part I, Line 10

Truman benedict tk music program; grant; truman benedict school: 1251 calle sarmentoso, san clemente

Form 990EZ, Part I, Line 10

Truman benedict school - makers space; grant; truman benedict school: 1251 call sarmentoso, san clem

Form 990EZ, Part I, Line 10

Bernice ayer middle school - teaching supplies; grant; bernice ayer middle school: 1271 calle sarmen

Form 990EZ, Part I, Line 16

BANK FEES 64.

Form 990EZ, Part I, Line 16

INSURANCE 700.

Form 990EZ, Part I, Line 16

LICENSE AND FEES 425.

Form 990EZ, Part I, Line 16

Computer and web hosting 198.

Form 990EZ, Part I, Line 16

TAX PREPARATION 250.

Form 990EZ, Part II, Line 26

Accounts payable 7267. 50.

Raw XML Appendix191 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/USAddress/CityNm0SAN CLEMENTE
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092674
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELSEY RAYMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2APRIL BRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY BENUMOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE FINANCIAL SUPPORT FOR EDUCATIONAL EXCELLENCE AND ENRICHMENT PROGRAMS AT TRUMAN BENEDICT ELEMENTARY SCHOOL AND BERNICE AYER MIDDLE SCHOOL IN SAN CLEMENTE, CA.
IRS990EZ/PrintingPublicationsPostageAmt0227
IRS990EZ/ProgramServiceRevenueAmt069229
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING TO TRUMAN BENEDICT BOOSTERS FOR FIFTH GRADE SCIENCE CAMP,END OF YEAR PARTY, TK MUSIC PROGRAM AND MAKERS SPACE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDING TO BERNICE AYER MIDDLE SCHOOL FOR EQUIPMENT AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067594
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067594
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027538
IRS990EZ/SpecialEventsNetIncomeLossAmt07683
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07267
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070458
IRS990EZ/TotalProgramServiceExpensesAmt068594
IRS990EZ/TotalRevenueAmt095554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030035
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104450
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067074
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0535136
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123092
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0116069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099952
IRS990ScheduleA/Total509Grp/TotalAmt0535136
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01302
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027538
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0595
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0595
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011767
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035221
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07683
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012670
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012670
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01278
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01228
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUMAN BENEDICT BOOSTERS FOR FIFTH GRADE SCIENCE CAMP AND END OF YEAR PARTY; GRANT; TRUMAN BENEDICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUMAN BENEDICT TK MUSIC PROGRAM; GRANT; TRUMAN BENEDICT SCHOOL: 1251 CALLE SARMENTOSO, SAN CLEMENTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUMAN BENEDICT SCHOOL - MAKERS SPACE; GRANT; TRUMAN BENEDICT SCHOOL: 1251 CALL SARMENTOSO, SAN CLEM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BERNICE AYER MIDDLE SCHOOL - TEACHING SUPPLIES; GRANT; BERNICE AYER MIDDLE SCHOOL: 1271 CALLE SARMEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 64.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSE AND FEES 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPUTER AND WEB HOSTING 198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX PREPARATION 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE 7267. 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY RAYMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08583610882
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORESTER RANCH EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0271708966
ReturnHeader/Filer/PhoneNum08583610882
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5201
ReturnHeader/Filer/USAddress/CityNm0San Clemente
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092674
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01FCA1C6EB146FF38B0A75A06FBD5A274E105B75D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01FCA1C6EB146FF38B0A75A06FBD5A274E105B75D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.96.66.142
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:53:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ranson Tax & Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02894 Riachuelo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09492446256
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A RANSON ENROLLED AGENT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-13T08:54:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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