Civic Intelligence

Forster Ranch Education Foundation

990EZ • Fiscal year 2019 • EIN 27-1708966

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 06, 2019

PO BoxSan Clemente, CA 92674

(949) 443-5151

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

59%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$78,687

Up $29,349 (+59%) from 2018

Net Assets

Up

$78,682

Up $29,394 (+60%) from 2018

Liabilities

Down

$5

Down $45 (-90%) from 2018

Revenue

Up

$108,297

Up $12,743 (+13%) from 2018

Expenses

Up

$78,902

Up $8,444 (+12%) from 2018

Net Income

Up

$29,395

Up $4,299 (+17%) from 2018

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

2019

Assets$78,687
Liabilities$5
Net Assets$78,682

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

2019

Revenue$108,297
Expenses$78,902
Net Income$29,395
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$125,133
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.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING TO TRUMAN BENEDICT FIFTH GRADE SCIENCE CAMP$64,065-
PROVIDED FUNDING TO TRUMAN BENEDICT ELEMENTARY SCHOOL EDUCATIONAL PROGRAMS$6,921-
PROVIDED FUNDING TO BERNICE AYERS MIDDLE SCHOOL EDUCATIONAL PROGRAMS$5,396-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA HILLPresidentPT$0--
KELSEY RAYMONDVice PresidentPT$0--
JOSEPH TATALATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Fundraiser$38,989$38,989$2,200$36,789
Total Events$38,989$38,989$16,836$22,153
Filing and Contact Details

Filer

Filer Name
Forster Ranch Education Foundation
EIN
27-1708966
Phone
9494435151
Address
PO BOX, SAN CLEMENTE, CA 92674

Signing Officer

Name
Joseph Tatala
Title
Treasurer
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Whitmore Tatala Accountancy Corp
Address
34262 BLUE LANTERN ST STE A, DANA POINT, CA 92629-2780
Preparer
Joseph M Tatala CPA
Phone
9494435151
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: TRUMAN BENEDICT ELEMENTARY SCHOOL | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $6921

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: bernice ayer middle school | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $5396

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: TRUMAN BENEDICT ELEMENTARY SCIENCE CAMP | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $64065

Other Expenses.1002

Office Expenses $2376

Other Expenses.1006

Payments of Travel or Entertainment for Public Officials $144

Total Liabilities.1

ACCOUNTS PAYABLE - Beginning $7267 ACCOUNTS PAYABLE - Ending $5

Raw XML Appendix177 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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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TRUMAN BENEDICT ELEMENTARY SCHOOL | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $6921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: bernice ayer middle school | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $5396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: TRUMAN BENEDICT ELEMENTARY SCIENCE CAMP | Donee's Address: 1271 Calle Sarmentoso SAN CLEMENTE CA 92673 | Cash Amount Given: $64065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $2376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payments of Travel or Entertainment for Public Officials $144
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH TATALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORSTER RANCH EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORS
ReturnHeader/Filer/EIN0271708966
ReturnHeader/Filer/PhoneNum09494435151
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ReturnHeader/Filer/USAddress/ZIPCd092674
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034262 BLUE LANTERN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANA POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926292780
ReturnHeader/PreparerPersonGrp/PhoneNum09494435151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph M Tatala CPA
ReturnHeader/ReturnTs02019-11-06T08:30:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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Filings