Civic Intelligence

Bernardo Heights Education Foundation

990EZ • Fiscal year 2015 • EIN 33-0908488

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

Organization ProfileN/A
PO Box 28664San Diego, CA 92198

(858) 485-4850

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,225

Down $4,959 (-33%) from 2014

Net Assets

Down

$10,225

Down $4,959 (-33%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$15,768

Up $32 (+0.2%) from 2014

Expenses

Up

$20,727

Up $5,621 (+37%) from 2014

Net Income

Down

-$4,959

Down $5,589 (-887%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$30K$20K$10K$0Assets 2014: $15,184Net Assets 2014: $15,1842014Assets 2015: $10,225Net Assets 2015: $10,2252015Assets 2025: $24,253Liabilities 2025: $0Net Assets 2025: $24,2532025

Highlighted filing

2015

Assets$10,225
Liabilities-
Net Assets$10,225
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $15,736Expenses 2014: $15,106Net Income 2014: $6302014Revenue 2015: $15,768Expenses 2015: $20,727Net Income 2015: -$4,9592015Revenue 2025: $59,348Expenses 2025: $50,898Net Income 2025: $8,4502025

Highlighted filing

2015

Revenue$15,768
Expenses$20,727
Net Income-$4,959
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v5.0
Gross Receipts
$15,768
Mission and Program Overview

Mission

Provide funds for enrichment of educational program at public middle school.

Program Services

DescriptionGrantsExpenses
Provided equipment for the public middle school.$17,200-
Provide supplies for the enrichment of the students$2,595-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria RuuspakkaTreasurer-$0--
Suzette CarlisleSecretary-$0--
Susan SheldonDirector-$0--
Gretchen ChristensenPresident-$0--
Gaby SheaDirector-$0--
Keith NickermanDirector-$0--
Tonja AndersonDirector-$0--
Rebecca GuerreroDirector-$0--
Prasad HerurDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernardo Heights Education Foundation
EIN
33-0908488
Phone
8584854850
Address
PO Box 28664, San Diego, CA 92198

Signing Officer

Name
Gloria Ruuspakka
Title
Treasurer
Signed
2015-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Brennan & Associates
Address
13856 SAGEWOOD DR, POWAY, CA 92064-1404
Preparer
Deborah M Brennan
Phone
8584513976
Supplemental Narrative

Additional Explanations

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

“Class of Activity: Computers & software | Donee's Name: Bernardo Heights Middle School | Donee's Address: 12990 Paseo Lucido San Diego, CA 92128 | Cash Amount Given: $17095”

Other Expenses.1003

“Information Technology $142”

Other Expenses.1012

“Insurance $303”

Other Expenses.1

“P.O. Box rental $80”

Other Expenses.2

“Office supplies $21”

Other Expenses.4

“Bank charges $15”

Raw XML Appendix192 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/PhoneNum08586634181
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015184
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gloria Ruuspakka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzette Carlisle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Sheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gretchen Christensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gaby Shea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keith Nickerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tonja Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rebecca Guerrero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Prasad Herur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0561
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide funds for enrichment of educational program at public middle school.
IRS990EZ/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided equipment for the public middle school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide supplies for the enrichment of the students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12595
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020727
IRS990EZ/TotalProgramServiceExpensesAmt019795
IRS990EZ/TotalRevenueAmt015768
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0320
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0369
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0880
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0610
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057503
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036003
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97130
IRS990ScheduleA/PublicSupportPY509Pct00.97870
IRS990ScheduleA/PublicSupportTotal509Amt090827
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0320
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0369
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0610
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02679
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020318
IRS990ScheduleA/Total509Grp/TotalAmt093506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015767
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020318
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Computers & software | Donee's Name: Bernardo Heights Middle School | Donee's Address: 12990 Paseo Lucido San Diego, CA 92128 | Cash Amount Given: $17095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3P.O. Box rental $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office supplies $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria Ruuspakka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bernardo Heights Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0330908488
ReturnHeader/Filer/PhoneNum08584854850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 28664
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEBORAH BRENNAN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013856 SAGEWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920641404
ReturnHeader/PreparerPersonGrp/PhoneNum08584513976
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah M Brennan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-19T15:34:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,225
Liabilities
-
Net assets
$10,225
Revenue
$15,768
Expenses
$20,727
Net income
-$4,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$59.3$50.9$8.45
2015Detailed filing. Detailed filing data is available for this year.$10.2$10.2$15.8$20.7$4.96
2014Detailed filing. Detailed filing data is available for this year.$15.2$15.2$15.7$15.1$0.63