Civic Intelligence

Shadetree Partnership Inc.

990 • Fiscal year 2017 • EIN 33-0760626

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 15, 2018

Organization Profilewww.shadetreepartnership.org
PO Box 57000Irvine, CA 92619

(949) 453-5300

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-463%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

100th percentile

$363,926

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 45434.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$769

Down $4,512 (-85%) from 2016

Net Assets

Down

$769

Down $3,710 (-83%) from 2016

Liabilities

Down

$0

Down $802 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Down

$801

Down $2,021 (-72%) from 2016

Expenses

Up

$4,511

Up $2,376 (+111%) from 2016

Net Income

Down

-$3,710

Down $4,397 (-640%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$30K$20K$10K$0-$10KAssets 2015: $4,594Liabilities 2015: $802Net Assets 2015: $3,7922015Assets 2016: $5,281Liabilities 2016: $802Net Assets 2016: $4,4792016Assets 2017: $769Liabilities 2017: $0Net Assets 2017: $7692017Assets 2018: $387Liabilities 2018: $0Net Assets 2018: $3872018Assets 2019: $0Liabilities 2019: $600Net Assets 2019: -$6002019Assets 2020: $0Liabilities 2020: $550Net Assets 2020: -$5502020Assets 2021: $1,430Liabilities 2021: $0Net Assets 2021: $1,4302021Assets 2022: $1,394Liabilities 2022: $0Net Assets 2022: $1,3942022Assets 2023: $128Liabilities 2023: $0Net Assets 2023: $1282023Assets 2024: $11,995Liabilities 2024: $1,322Net Assets 2024: $10,6732024Assets 2025: $21,714Liabilities 2025: $0Net Assets 2025: $21,7142025

Highlighted filing

2017

Assets$769
Liabilities$0
Net Assets$769
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$20K$10K$0-$10KRevenue 2015: $2,417Expenses 2015: $3,131Net Income 2015: -$7142015Revenue 2016: $2,822Expenses 2016: $2,135Net Income 2016: $6872016Revenue 2017: $801Expenses 2017: $4,511Net Income 2017: -$3,7102017Revenue 2018: $1,706Expenses 2018: $2,088Net Income 2018: -$3822018Revenue 2019: $1,106Expenses 2019: $2,093Net Income 2019: -$9872019Revenue 2020: $1,354Expenses 2020: $1,304Net Income 2020: $502020Revenue 2021: $3,560Expenses 2021: $1,580Net Income 2021: $1,9802021Revenue 2022: $4,464Expenses 2022: $4,500Net Income 2022: -$362022Revenue 2023: $1,903Expenses 2023: $3,169Net Income 2023: -$1,2662023Revenue 2024: $14,315Expenses 2024: $3,770Net Income 2024: $10,5452024Revenue 2025: $18,824Expenses 2025: $7,783Net Income 2025: $11,0412025

Highlighted filing

2017

Revenue$801
Expenses$4,511
Net Income-$3,710
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$801
Mission and Program Overview

Mission

The mission of the organization is to promote more livable communities through the planting and stewardship of shade trees.

Conservation, education, and scientific.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,278$768▼ $4,510
Other Notes and Loans Receivable, Net$3$1▼ $2
Total Assets$5,281$769▼ $4,512
Liabilities
Accounts Payable and Accrued Expenses$802$0▼ $802
Total Liabilities$802$0▼ $802
Net Assets / Fund Balance
Unrestricted Net Assets$4,479$769▼ $3,710
Total Net Assets Fund Balance$4,479$769▼ $3,710
Total Liabilities and Net Assets / Fund Balance$5,281$769▼ $4,512
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Ian SwiftDirector$149,494$149,494
Thomas BonkowskiTreasurer$143,757$143,757
Mary Aileen MatheisPresident$42,881$42,881

Board Members and Trustees

NameTitle
Matt RaylVice President
Barbara StoddardDirector
Kay PhilliesDirector
Paul CookDirector
Leslie BonkowskiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$770
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$0
All Other Contributions
$720
Change in Net Assets
$-3,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$2,329-$2,329
Fees for Services Accounting-$2,000-$2,000
Conferences and Meetings-$182-$182
Total Functional Expenses$0$4,511$0$4,511
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
Annual disclosure for covered persons
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Leslie bonkowski and thomas bonkowski have a family relationship. However, their board decisions are independent & unbiased.”

Form 990, Part VI, Section B, line 11B

“A copy of the Organizations Form 990 tax return is distributed to the governing Board of Directors for approval prior to its filing of formal approval, which is documented in the minutes of the Board of Directors meeting, and is a required procedure.”

Form 990, Part VI, Section B, line 12C

“The organization has adopted irvine ranch water district's formal conflict of interest policy. Board of directors are required to sign this conflict of interest policy on an annual basis. The organization monitors this conflict of interest policy by enforcing its implementation as policy to members of the board of directors.”

Form 990, Part VI, Section C, line 19

“Copies of the governing documents, policies and procedures, and annual federal and state exempt tax returns are available to all members of the organization as well as to the general public upon a request made to the treasurer of the organization.”

Filing and Contact Details

Filer

Filer Name
Shadetree Partnership Inc
EIN
33-0760626
Phone
9494535300
Address
PO Box 57000, Irvine, CA 92619
Doing Business As
Shadetree Partnership Inc

Signing Officer

Name
Leslie Bonkowski
Title
Secretary
Phone
9494535300
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Bonkowski
Formed
1997
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
3
Employees
0
Volunteers
1,200

Preparer

Firm
Davis Farr LLP
Address
2301 Dupont Drive Suite 200, Irvine, CA 92612
Preparer
Jennifer Farr
Phone
9494742020
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ALL COMPENSATION IS PAID BY IRVINE RANCH WATER DISTRICT. EMPLOYEE REVIEWS AND COMPENSATION ADJUSTMENTS ARE DONE ACCORDING TO IRVINE RANCH WATER DISTRICT POLICIES AND PROCEDURES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LESLIE BONKOWSKI AND THOMAS BONKOWSKI HAVE A FAMILY RELATIONSHIP. HOWEVER, THEIR BOARD DECISIONS ARE INDEPENDENT & UNBIASED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Organizations Form 990 tax return is distributed to the governing Board of Directors for approval prior to its filing of formal approval, which is documented in the minutes of the Board of Directors meeting, and is a required procedure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ADOPTED IRVINE RANCH WATER DISTRICT'S FORMAL CONFLICT OF INTEREST POLICY. BOARD OF DIRECTORS ARE REQUIRED TO SIGN THIS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE ORGANIZATION MONITORS THIS CONFLICT OF INTEREST POLICY BY ENFORCING ITS IMPLEMENTATION AS POLICY TO MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND ANNUAL FEDERAL AND STATE EXEMPT TAX RETURNS ARE AVAILABLE TO ALL MEMBERS OF THE ORGANIZATION AS WELL AS TO THE GENERAL PUBLIC UPON A REQUEST MADE TO THE TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Irvine Ranch Water District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952232918
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Water District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt015600 Sand Canyon Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Irvine
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0926197000
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05281
IRS990/TotalAssetsEOYAmt0769
IRS990/TotalAssetsGrp/BOYAmt05281
IRS990/TotalAssetsGrp/EOYAmt0769
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0770
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04511
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0802
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0802
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04479
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0769
IRS990/TotalOtherCompensationAmt0193760
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0801
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0769
IRS990/TotReportableCompRltdOrgAmt0663515
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04479
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0769
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 57000
IRS990/USAddress/CityNm0Irvine
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092619
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.shadetreepartnership.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie Bonkowski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09494535300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shadetree Partnership Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0330760626
ReturnHeader/Filer/PhoneNum09494535300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 57000
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092619
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA531607A22F1B88B7C52A582BB5FD5DB5E2D6A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.127.13.162
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:33:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473535842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Farr LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02301 Dupont Drive Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09494742020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Farr
ReturnHeader/ReturnTs02018-02-15T17:56:12-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$769
Liabilities
$0
Net assets
$769
Revenue
$801
Expenses
$4,511
Net income
-$3,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$18.8$7.78$11.0
2024Detailed filing. Detailed filing data is available for this year.$12.0$1.32$10.7$14.3$3.77$10.5
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.90$3.17$1.27
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$4.46$4.50$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.56$1.58$1.98
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.55$0.55$1.35$1.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.60$0.60$1.11$2.09$0.99
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.71$2.09$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.80$4.51$3.71
2016Detailed filing. Detailed filing data is available for this year.$5.28$0.80$4.48$2.82$2.14$0.69
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.80$3.79$2.42$3.13$0.71