Civic Intelligence

Bonsall Education Foundation

990EZ • Fiscal year 2020 • EIN 37-1571090

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 11, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$58,935

Down $25,715 (-30%) from 2019

Net Assets

Down

$58,935

Down $25,715 (-30%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$79,623

Up $19,078 (+32%) from 2019

Expenses

Up

$105,338

Up $68,867 (+189%) from 2019

Net Income

Down

-$25,715

Down $49,789 (-207%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$58,935
Liabilities$0
Net Assets$58,935

Operations Trend

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

2020

Revenue$79,623
Expenses$105,338
Net Income-$25,715
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 11, 2020
Return Version
2019v5.0
Gross Receipts
$80,528
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.$10,562$94,826
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA JOPESTreasurer-$0--
LIZ LA BLONDPresident-$0--
MEGAN WORKMANVice President-$0--
CASSANDRA COSTASecretary-$0--
RACHEL THOMASDirector-$0--
JENNIFER LEUNGDirector-$0--
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
2020-09-11
Discuss with paid preparer
Yes

Preparer

Firm
DeSanti & Associates Inc
Address
227 S Maple Street, Escondido, CA 92025
Preparer
Steve Van Voorhis EA
Phone
7607811700
Supplemental Narrative

Additional Explanations

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

Class of Activity: GRANTS TO BONSALL UNION | Donee's Name: BONSALL ELEMENTARY SCHOOL | Donee's Address: 31555 OLD RIVER RD BONSALL CA 92003 | Relationship of Donee: NONE | Cash Amount Given: $7686 | Description of Property: CASH

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: $66268 | Description of Property: CASH

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: BONSALL UNION ATHLETICS | Donee's Address: 31555 OLD RIVER RD BONSALL CA 92003 | Cash Amount Given: $13420 | Description of Property: CASH

Other Expenses.1012

Insurance $2147

Other Expenses.1

GARDEN EXPENSE $3339

Other Expenses.2

ENRICHMENT $2586

Other Expenses.3

Office supplies & mailbox $176

Other Expenses.4

BANK FEES $35

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER LEUNG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceRevenueAmt031547
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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: GRANTS TO BONSALL UNION | Donee's Name: BONSALL ELEMENTARY SCHOOL | Donee's Address: 31555 OLD RIVER RD BONSALL CA 92003 | Relationship of Donee: NONE | Cash Amount Given: $7686 | Description of Property: CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class 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: $66268 | Description of Property: CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: BONSALL UNION ATHLETICS | Donee's Address: 31555 OLD RIVER RD BONSALL CA 92003 | Cash Amount Given: $13420 | Description of Property: CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GARDEN EXPENSE $3339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENRICHMENT $2586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES & MAILBOX $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA JOPES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-11
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/AddressLine1Txt0227 S Maple Street
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/ReturnTs02020-09-21T16:52:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings