Civic Intelligence

Bonsall Education Foundation

990EZ • Fiscal year 2018 • EIN 37-1571090

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

Organization ProfileBONSALLSCHOOLS.ORG
5256 S Mission Road Ste 703Bonsall, CA 92003

(760) 519-9168

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

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

90th percentile

87%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$60,576

Up $28,232 (+87%) from 2017

Net Assets

Up

$60,576

Up $28,232 (+87%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin94th percentile

Revenue

Up

$47,813

Up $764 (+1.6%) from 2017

Expenses

Up

$19,581

Up $717 (+3.8%) from 2017

Net Income

Up

$28,232

Up $47 (+0.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$100K$50K$0Assets 2011: $42,342Liabilities 2011: $02011Assets 2016: $4,159Liabilities 2016: $0Net Assets 2016: $4,1592016Assets 2017: $32,344Liabilities 2017: $0Net Assets 2017: $32,3442017Assets 2018: $60,576Liabilities 2018: $0Net Assets 2018: $60,5762018Assets 2019: $84,650Liabilities 2019: $0Net Assets 2019: $84,6502019Assets 2020: $58,935Liabilities 2020: $0Net Assets 2020: $58,9352020Assets 2021: $87,274Liabilities 2021: $0Net Assets 2021: $87,2742021Assets 2022: $57,228Liabilities 2022: $0Net Assets 2022: $57,2282022Assets 2023: $88,837Liabilities 2023: $0Net Assets 2023: $88,8372023Assets 2024: $89,491Liabilities 2024: $0Net Assets 2024: $89,4912024Assets 2025: $89,189Net Assets 2025: $89,1892025

Highlighted filing

2018

Assets$60,576
Liabilities$0
Net Assets$60,576
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $44,370Expenses 2011: $80,257Net Income 2011: -$35,8872011Revenue 2016: $91,409Expenses 2016: $95,993Net Income 2016: -$4,5842016Revenue 2017: $47,049Expenses 2017: $18,864Net Income 2017: $28,1852017Revenue 2018: $47,813Expenses 2018: $19,581Net Income 2018: $28,2322018Revenue 2019: $60,545Expenses 2019: $36,471Net Income 2019: $24,0742019Revenue 2020: $79,623Expenses 2020: $105,338Net Income 2020: -$25,7152020Revenue 2021: $59,128Expenses 2021: $30,789Net Income 2021: $28,3392021Revenue 2022: $19,422Expenses 2022: $49,468Net Income 2022: -$30,0462022Revenue 2023: $50,401Expenses 2023: $18,792Net Income 2023: $31,6092023Revenue 2024: $28,229Expenses 2024: $27,575Net Income 2024: $6542024Revenue 2025: $36,343Expenses 2025: $35,644Net Income 2025: $6992025

Highlighted filing

2018

Revenue$47,813
Expenses$19,581
Net Income$28,232
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$93,778
Mission and Program Overview

Mission

The nonprofit and independent Bonsall Education Foundation assists in the achievement and maintenance of a superior public education system within the Bonsall Union School District by receiving, investing, and allocating public, corporate, and foundation financial support to finance programs and projects designed to benefit the educational experience for all students of the district. The Bonsall Education Foundation is committed to conducting its fundraising in an ethical manner that enhances a positive sense of community, fosters collaboration among all district organizations, and increases awareness of the need for private funds for public education.

Program Services

DescriptionGrantsExpenses
GRANTS PROVIDED TO THE BONSALL UNION SCHOOLS FOR PURCHASE OF THE FOLLOWING ITEMS; CLASSROOM SUPPLIES, MUSIC SUPPLIES, TEACHER TRAINING AND DEVELOPMENT, PHYSICAL EDUCATION EQUIPMENTS, AUDIO AND VISUAL EQUIPMENT AND PROVIDE RESTORATION TO OLD HISTORICAL SCHOOLHOUSE.$3,760$15,821
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA JOPESTreasurer-$0--
ANASTASIA LAURANCEVice President-$0--
MEGAN WORKMANSecretary-$0--
JENNIFER SMITHDirector-$0--
RACHEL THOMASDirector-$0--
JENNIFER LEUNGPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm to Table$16,081$16,081$14,638$1,443
Barn Bash$15,178$15,178$13,486$1,692
Total Events$45,344$45,344$42,803$2,541
Filing and Contact Details

Filer

Filer Name
Bonsall Education Foundation
EIN
37-1571090
Phone
7605199168
Address
5256 S MISSION ROAD STE 703, BONSALL, CA 92003

Signing Officer

Name
Shauna Jopes
Title
Treasurer
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
DeSanti & Associates Inc
Address
300 W GRAND AVE STE 205, ESCONDIDO, CA 92025
Preparer
Steve Van Voorhis EA
Phone
7607811700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: GRANTS TO BONSALL UNION | Donee's Name: BONSALL UNION SCHOOL DISTRICT | Donee's Address: 3155 OLD RIVER RD BONSALL CA 92003 | Relationship of Donee: NONE | Cash Amount Given: $15321”

Other Expenses.1012

“Insurance $1600”

Other Expenses.2

“BANK FEES $154”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAUNA JOPES
IRS990EZ/BooksInCareOfDetail/PhoneNum07605216011
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05256 S MISSION ROAD STE 703 606
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONSALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060576
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033457
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028232
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0919
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060576
IRS990EZ/FundraisingGrossIncomeAmt048510
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015821
IRS990EZ/GrossReceiptsAmt093778
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060576
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAUNA JOPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANASTASIA LAURANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN WORKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER LEUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01754
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The nonprofit and independent Bonsall Education Foundation assists in the achievement and maintenance of a superior public education system within the Bonsall Union School District by receiving, investing, and allocating public, corporate, and foundation financial support to finance programs and projects designed to benefit the educational experience for all students of the district. The Bonsall Education Foundation is committed to conducting its fundraising in an ethical manner that enhances a positive sense of community, fosters collaboration among all district organizations, and increases awareness of the need for private funds for public education.
IRS990EZ/PrintingPublicationsPostageAmt01087
IRS990EZ/ProgramServiceRevenueAmt011811
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS PROVIDED TO THE BONSALL UNION SCHOOLS FOR PURCHASE OF THE FOLLOWING ITEMS; CLASSROOM SUPPLIES, MUSIC SUPPLIES, TEACHER TRAINING AND DEVELOPMENT, PHYSICAL EDUCATION EQUIPMENTS, AUDIO AND VISUAL EQUIPMENT AND PROVIDE RESTORATION TO OLD HISTORICAL SCHOOLHOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03760
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045965
IRS990EZ/SpecialEventsNetIncomeLossAmt02545
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019581
IRS990EZ/TotalProgramServiceExpensesAmt03760
IRS990EZ/TotalRevenueAmt047813
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BONSALLSCHOOLS.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt091409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0186460
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0186460
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt091409
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0186460
IRS990ScheduleA/TotalSupportAmt0186460
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042803
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FARM TO TABLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BARN BASH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045344
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014679
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042803
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013486
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: GRANTS TO BONSALL UNION | Donee's Name: BONSALL UNION SCHOOL DISTRICT | Donee's Address: 3155 OLD RIVER RD BONSALL CA 92003 | Relationship of Donee: NONE | Cash Amount Given: $15321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $154
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA JOPES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BONSALL EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BONS
ReturnHeader/Filer/EIN0371571090
ReturnHeader/Filer/PhoneNum07605199168
ReturnHeader/Filer/USAddress/AddressLine1Txt05256 S MISSION ROAD STE 703
ReturnHeader/Filer/USAddress/CityNm0BONSALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330626812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DeSanti & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W GRAND AVE STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607811700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Van Voorhis EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-30T16:43:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$60,576
Liabilities
$0
Net assets
$60,576
Revenue
$47,813
Expenses
$19,581
Net income
$28,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.89$0.36$0.36$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.28$0.28$0.01
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.89$0.00$0.89$0.50$0.19$0.32
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.57$0.00$0.57$0.19$0.49$0.30
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.87$0.00$0.87$0.59$0.31$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.80$1.05$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.61$0.36$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.48$0.20$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.47$0.19$0.28
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.04$0.00$0.04$0.91$0.96$0.05
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.44$0.80$0.36