Civic Intelligence

Forster Ranch Education Foundation

990EZ • Fiscal year 2021 • EIN 27-1708966

Aug 01, 2020 to Jul 31, 2021 • Filed on Oct 26, 2021

Organization Profilefref.org
PO Box 5201San Clemente, CA 92674

(949) 443-5151

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

46%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,589

Up $20,553 (+46%) from 2020

Net Assets

Up

$65,589

Up $27,891 (+74%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$45,108

Down $17,694 (-28%) from 2020

Expenses

Down

$18,718

Down $85,068 (-82%) from 2020

Net Income

Up

$26,390

Up $67,374 (+164%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2021

Assets$65,589
Liabilities-
Net Assets$65,589
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

2021

Revenue$45,108
Expenses$18,718
Net Income$26,390
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$45,108
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 ELEMENTARY SCHOOL EDUCATIONAL PROGRAMS$11,272-
PROVIDED FUNDING TO TRUMAN BENEDICT FIFTH GRADE SCIENCE CAMP$4,508-
PROVIDED FUNDING TO BERNICE AYERS MIDDLE SCHOOL EDUCATIONAL PROGRAMS$2,500-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA HILLPresidentPT$0--
JENNIFER TATALAVice PresidentPT$0--
JOSEPH TATALATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Forster Ranch Education Foundation
EIN
27-1708966
Phone
9494435151
Address
PO BOX 5201, SAN CLEMENTE, CA 92674

Signing Officer

Name
Joseph Tatala
Title
Treasurer
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Whitmore Tatala Accountancy Corp
Address
34262 BLUE LANTERN ST STE A, DANA POINT, CA 92629
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: $11272”

Other Expenses.1002

“Office Expenses $438”

Other Assets.1

“DEPOSIT - Beginning $3475 DEPOSIT - Ending $3475”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix163 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/OtherAssetsTotalDetail/EOYAmt03475
IRS990EZ/OtherExpensesTotalAmt0438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt03184
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING TO TRUMAN BENEDICT FIFTH GRADE SCIENCE CAMP
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDING TO BERNICE AYERS MIDDLE SCHOOL EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04508
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111272
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07338
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://fref.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088609
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03184
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314275
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0402884
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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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: $11272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT - Beginning $3475 DEPOSIT - Ending $3475
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
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ReturnHeader/Filer/PhoneNum09494435151
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANA POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092629
ReturnHeader/PreparerPersonGrp/PhoneNum09494435151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph M Tatala CPA
ReturnHeader/ReturnTs02021-10-26T10:19:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TATALA
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$65,589
Liabilities
-
Net assets
$65,589
Revenue
$45,108
Expenses
$18,718
Net income
$26,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.71$0.62$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.10$1.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.10$1.10$1.23$0.95$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.08$0.92$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.45$0.19$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.07$0.38$0.63$1.04$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.08$0.79$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.96$0.70$0.25