Civic Intelligence

New Hope Charitable Foundation DBA Energize Students

990PF • Fiscal year 2023 • EIN 33-0939302

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 07, 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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

164%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,052,914

Up $244,272 (+4.2%) from 2022

Net Assets

Up

$6,052,914

Up $244,272 (+4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Up

$307,006

Up $190,721 (+164%) from 2022

Expenses

Down

$55,095

Down $21,343 (-28%) from 2022

Net Income

Up

$251,911

Up $212,064 (+532%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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 2023: $6,052,914Liabilities 2023: $0Net Assets 2023: $6,052,9142023Assets 2025: $5,931,421Liabilities 2025: $0Net Assets 2025: $5,931,4212025

Highlighted filing

2023

Assets$6,052,914
Liabilities$0
Net Assets$6,052,914
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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 2023: $307,006Expenses 2023: $55,095Net Income 2023: $251,9112023Revenue 2025: $316,509Expenses 2025: $164,268Net Income 2025: $152,2412025

Highlighted filing

2023

Revenue$307,006
Expenses$55,095
Net Income$251,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 7, 2023
Return Version
2022v5.0
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
2023-12-07

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 Appendix274 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERNEST J JUBELA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIE B JUBELA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE RESOURCES & RAISE AWARENESS: "ENERGIZE STUDENTS; TO BETTER EDUCATE TODAY'S YOUTH"S (ES'S) WEBSITE FOR PUBLIC, STUDENTS, EDUCATORS, & FAMILIES, INCLUDES REVIEWS, ARTICLES, PODCASTS, CHARTS, & LINKS TO ARTICLES & PRESENTATIONS BY RECOGNIZED EXPERTS, ALL TO INCREASE ACCESS TO AND USE OF INFO ON OUR & OTHER SITES TO HELP IMPROVE STUDENT SUCCESS. "DRAWING OUT GENIUS; THE ART OF PERSONALIZING EDUCATION" WEBSITE TO INCREASE AWARENESS OF STUDENT-CENTERED LEARNING PRINCIPLES & SUCCESSES, PLUS TO ELICIT MORE EXAMPLES OF SUCH MODEL PROGRAMS TO BE POTENTIAL SUBJECTS FOR ADDITIONAL DOCUMENTARIES & TO BE USED &/OR ADAPTED & USED, BY MORE SCHOOLS SERVING MORE STUDENTS. FREE DVD COPIES OF 1ST DOCUMENTARY ORDERED VIA THIS SITE. DAILY UPDATES TO BOTH SITES' FACEBOOKS (PLUS TO TWITTER) OF USEFUL &/OR INSPIRING INFO FOR STUDENTS, EDUCATORS,FAMILIES, AND THE PUBLIC. INTERACTIVE ASSEMBLIES (HIGH SCHOOL), THESE LATTER CANCELLED DUE TO COVID-19 PANDEMIC AND NOT YET RE-STARTED DUE TO SCHOOLS' FOCUS ON
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 EXPERT RESEARCH, 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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052815
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0336880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0284065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0307986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0284065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052815
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023921
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0307986
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07639
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RECONCILING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AG REGISTRY OF CHARITABLE TRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE/FAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CA SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2745
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt327000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MEDIA TECH-PUBLIC AWARENESS/RESO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WEB SVCS-PUB AWARENESS, RES. MAI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SPECIAL PROJ DIR-PUBLIC AWARENES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3SPECIAL PROJECTS DIR - SPECLPROJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt23000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt327000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNEST J JUBELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07605910500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-07
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W RUSS CPA
ReturnHeader/ReturnTs02024-01-31T14:06:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERNEST J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JUBELA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,052,914
Liabilities
$0
Net assets
$6,052,914
Revenue
$307,006
Expenses
$55,095
Net income
$251,911
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
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.31$0.06$0.25
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