Civic Intelligence

New Hope Charitable Foundation DBA Energize Students

990PF • Fiscal year 2022 • EIN 33-0939302

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 27, 2023

Organization Profile
1125 Linda Vista Drive Suite 101San Marcos, CA 92078

(760) 591-0719

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

54%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,808,642

Down $232,792 (-3.9%) from 2021

Net Assets

Down

$5,808,642

Down $232,792 (-3.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Up

$116,285

Up $40,730 (+54%) from 2021

Expenses

Down

$76,438

Down $30,808 (-29%) from 2021

Net Income

Up

$39,847

Up $71,538 (+226%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $2,558,449Liabilities 2012: $0Net Assets 2012: $2,558,4492012Assets 2013: $2,399,190Liabilities 2013: $0Net Assets 2013: $2,399,1902013Assets 2015: $2,348,725Liabilities 2015: $0Net Assets 2015: $2,348,7252015Assets 2016: $2,282,711Liabilities 2016: $0Net Assets 2016: $2,282,7112016Assets 2017: $2,264,779Liabilities 2017: $0Net Assets 2017: $2,264,7792017Assets 2018: $2,169,793Liabilities 2018: $0Net Assets 2018: $2,169,7932018Assets 2019: $6,418,603Liabilities 2019: $0Net Assets 2019: $6,418,6032019Assets 2020: $6,121,107Liabilities 2020: $0Net Assets 2020: $6,121,1072020Assets 2021: $6,041,434Liabilities 2021: $0Net Assets 2021: $6,041,4342021Assets 2022: $5,808,642Liabilities 2022: $0Net Assets 2022: $5,808,6422022Assets 2025: $5,931,421Liabilities 2025: $0Net Assets 2025: $5,931,4212025

Highlighted filing

2022

Assets$5,808,642
Liabilities$0
Net Assets$5,808,642
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $156,3612012Expenses 2013: $242,7562013Revenue 2015: $163,321Expenses 2015: $190,592Net Income 2015: -$27,2712015Revenue 2016: $130,974Expenses 2016: $196,988Net Income 2016: -$66,0142016Revenue 2017: $99,318Expenses 2017: $117,250Net Income 2017: -$17,9322017Revenue 2018: $146,010Expenses 2018: $261,912Net Income 2018: -$115,9022018Revenue 2019: $4,627,837Expenses 2019: $379,027Net Income 2019: $4,248,8102019Revenue 2020: $117,195Expenses 2020: $374,154Net Income 2020: -$256,9592020Revenue 2021: $75,555Expenses 2021: $107,246Net Income 2021: -$31,6912021Revenue 2022: $116,285Expenses 2022: $76,438Net Income 2022: $39,8472022Revenue 2025: $316,509Expenses 2025: $164,268Net Income 2025: $152,2412025

Highlighted filing

2022

Revenue$116,285
Expenses$76,438
Net Income$39,847
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 27, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERNEST J JUBELAPresidentPT$0--
MARIE B JUBELATreas/Sec-$0--
Filing and Contact Details

Filer

Filer Name
New Hope Charitable Foundation
EIN
33-0939302
Phone
7605910719
Address
1125 LINDA VISTA DRIVE SUITE 101, SAN MARCOS, CA 92078

Signing Officer

Name
Ernest J Jubela
Title
President
Phone
7605910500
Signed
2023-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Michael Russ CPA Inc
Address
1125 LINDA VISTA DR STE 101, SAN MARCOS, CA 92078-3819
Preparer
Michael W Russ CPA
Phone
7605910500
Raw XML Appendix303 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE MORE WE UNDERSTAND OUR STUDENTS' WORLDS, THE MORE POSSIBILITIES WE WILL SEE FOR THEM. THIS PRIVATE FOUNDATION 501(C)(3) PROVIDED THE 501(C)(3) PUBLIC CHARITY DOCUMENTARY PRODUCER WITH ASSISTANCE IN SOURCING AND REVIEWING RESEARCH: (1) RELATED TO PROGRAMS AND/OR STRATEGIES THAT IMPROVE STUDENT ENGAGEMENT BY BUILDING ON AND FOSTERING THE TALENTS THAT EXIST WITHIN EACH STUDENT (DRAWING OUT GENIUS (R)), AS WELL AS INCREASING THEIR RESILIENCE, AT THE SAME TIME INCREASING THEIR AWARENESS OF OPPORTUNITIES, FIELDS OF ENDEAVOR, AND METHODS OF PLANNING AND BUDGETING FOR THEMSELVES; (2) RELATED TO INCREASED DEVELOPMENT OF EMOTIONAL INTELLIGENCE AND THE REALIZATION THAT EACH PERSON HAS WITHIN THEMSELVES THE ABILITY OF CHOOSING THEIR LIFE'S PATH, TRADES - TECHNICAL - MEDICAL - ETC., THROUGH UNIVERSITY OR ANY OTHER PERSONAL DEVELOPMENT CHOICE; AND (3) RELATED TO PROGRAMS AND/OR STRATEGIES THAT HAVE DOCUMENTED SUCCESSES IN ACHIEVING INCREASED GRADUATION RATES AND INCREASED GAINFUL EMPLOYMENT IN F
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44070 MISSION AVE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt074158
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0374498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0300340
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt064941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0300340
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0307986
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0307986
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0608326
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CA SECRETARY OF STATE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNEST J JUBELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07605910500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HOPE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA ENERGIZE STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0330939302
ReturnHeader/Filer/PhoneNum07605910719
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 LINDA VISTA DRIVE SUITE 101
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472957927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL RUSS CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 LINDA VISTA DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920783819
ReturnHeader/PreparerPersonGrp/PhoneNum07605910500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W RUSS CPA
ReturnHeader/ReturnTs02023-05-03T11:45:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERNEST J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JUBELA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,808,642
Liabilities
$0
Net assets
$5,808,642
Revenue
$116,285
Expenses
$76,438
Net income
$39,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.32$0.16$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.12$0.08$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$0.08$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.12$0.37$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$4.63$0.38$4.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.15$0.26$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.16