Civic Intelligence

Bonsall Education Foundation

990EZ • Fiscal year 2022 • EIN 37-1571090

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 24, 2022

Organization ProfileBONSALLSCHOOLS.ORG
5256 S Mission Road Ste 703 606Bonsall, CA 92003

(760) 519-9168

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-155%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$57,228

Down $30,046 (-34%) from 2021

Net Assets

Down

$57,228

Down $30,046 (-34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$19,422

Down $39,706 (-67%) from 2021

Expenses

Up

$49,468

Up $18,679 (+61%) from 2021

Net Income

Down

-$30,046

Down $58,385 (-206%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$57,228
Liabilities$0
Net Assets$57,228
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$19,422
Expenses$49,468
Net Income-$30,046
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 24, 2022
Return Version
2021v4.0
Gross Receipts
$19,422
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.$10,875$49,468
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA JOPESTreasurer-$0--
KASSANDRA COSTASecretary-$0--
RACHEL THOMASDirector-$0--
JENNIFER LEUNGPresident-$0--
Filing and Contact Details

Filer

Filer Name
Bonsall Education Foundation
EIN
37-1571090
Phone
7605199168
Address
5256 S MISSION ROAD STE 703 606, BONSALL, CA 92003

Signing Officer

Name
Shauna Jopes
Title
Treasurer
Signed
2022-09-24
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

Other Expenses.1002

“Office Expenses $181”

Other Expenses.1012

“Insurance $1456”

Other Expenses.1

“Old school house expense $31697”

Other Expenses.2

“GARDEN EXPENSE $1978”

Other Expenses.3

“Spread the love expense $1000”

Raw XML Appendix151 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/BOYAmt087274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06865
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30046
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01891
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087274
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057228
IRS990EZ/FundraisingGrossIncomeAmt05678
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010875
IRS990EZ/GrossReceiptsAmt019422
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087274
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087274
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAUNA JOPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KASSANDRA COSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER LEUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036312
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/PrintingPublicationsPostageAmt0390
IRS990EZ/ProgramServiceRevenueAmt06879
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/GrantsAndAllocationsAmt010875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt05678
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049468
IRS990EZ/TotalProgramServiceExpensesAmt049468
IRS990EZ/TotalRevenueAmt019422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BONSALLSCHOOLS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197856
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0197856
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045268
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197856
IRS990ScheduleA/TotalSupportAmt0197856
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OLD SCHOOL HOUSE EXPENSE $31697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GARDEN EXPENSE $1978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPREAD THE LOVE EXPENSE $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA JOPES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BONSALL EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BONS
ReturnHeader/Filer/EIN0371571090
ReturnHeader/Filer/PhoneNum07605199168
ReturnHeader/Filer/USAddress/AddressLine1Txt05256 S MISSION ROAD STE 703 606
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/ReturnTs02022-10-06T13:48:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAUNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOPES
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,228
Liabilities
$0
Net assets
$57,228
Revenue
$19,422
Expenses
$49,468
Net income
-$30,046
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
2022Detailed filing. Detailed filing data is available for this year.$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
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits