Civic Intelligence

Shadetree Partnership Inc.

990 • Fiscal year 2018 • EIN 33-0760626

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 07, 2019

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

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

100th percentile

$362,257

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 21234.3% of source-year revenue.

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

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$387

Down $382 (-50%) from 2017

Net Assets

Down

$387

Down $382 (-50%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin15th percentile

Revenue

Up

$1,706

Up $905 (+113%) from 2017

Expenses

Down

$2,088

Down $2,423 (-54%) from 2017

Net Income

Up

-$382

Up $3,328 (+90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$387
Liabilities$0
Net Assets$387
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$1,706
Expenses$2,088
Net Income-$382
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 7, 2019
Return Version
2017v2.3
Gross Receipts
$1,706
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$768$387▼ $381
Other Notes and Loans Receivable, Net$1$0▼ $1
Total Assets$769$387▼ $382
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$769$387▼ $382
Total Net Assets Fund Balance$769$387▼ $382
Total Liabilities and Net Assets / Fund Balance$769$387▼ $382
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Leslie BonkowskiSecretary$147,290$147,290
Ian SwiftDirector$144,500$144,500
Thomas BonkowskiTreasurer$131,896$131,896
Mary Aileen MatheisPresident$40,862$40,862

Board Members and Trustees

NameTitle
Matt RaylVice President
Jenny RoneyDirector
Kay PhilliesDirector
Paul CookDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,692
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$1,367
Change in Net Assets
$-382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,088
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
Fees for Services Accounting-$2,000-$2,000
Conferences and Meetings-$88-$88
Total Functional Expenses$0$2,088$0$2,088
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
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
2019-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Bonkowski
Formed
1997
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
2
Employees
0
Volunteers
1,164

Preparer

Firm
Davis Farr Llp
Address
2301 DUPONT DRIVE SUITE 200, IRVINE, CA 92612
Preparer
Jennifer Farr
Phone
9494742020
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE OPPORTUNITY FOR ON-SITE EDUCATION IN REGARDS TO TREE PLANTING AND CARE.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1232889
IRS990ScheduleJ/SeverancePaymentInd00
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952232918
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0IRVINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
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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
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IRS990/TotalAssetsEOYAmt0387
IRS990/TotalAssetsGrp/BOYAmt0769
IRS990/TotalAssetsGrp/EOYAmt0387
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01692
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02088
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0769
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0387
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01164
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0769
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0387
IRS990/TotReportableCompRltdOrgAmt0925872
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0769
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0387
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 57000
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092619
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.SHADETREEPARTNERSHIP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE BONKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09494535300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-07
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/AtSubmissionFilingDeviceId04C4DB8A4748D4C61BE3C17700BF36686E7C6D269
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.127.13.162
ReturnHeader/FilingSecurityInformation/IPDt02019-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:27:12
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/ReturnTs02019-03-07T10:18:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387
Liabilities
$0
Net assets
$387
Revenue
$1,706
Expenses
$2,088
Net income
-$382
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