Civic Intelligence

Friends of Willow Tree

EIN 47-4433673 • 501(c)3 • Bonsall, CA

View Organization Page

Profile

To enhance the education of home school and independent study students.

PO Box 1505Bonsall, CA 92003

friendsofwillowtree.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$92,842

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

5th percentile

-43%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$351,360

Down $264,494 (-43%) from 2024

Liabilities

Down

$0

Down $1,362,040 (-100%) from 2024

Net Assets

Up

$351,360

Up $1,097,546 (+147%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin52nd percentile

Revenue

Up

$1,330,305

Up $164,718 (+14%) from 2024

Expenses

Up

$1,261,336

Up $200,405 (+19%) from 2024

Net Income

Down

$68,969

Down $35,687 (-34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.0M$0-$1.0MAssets 2018: $46,128Liabilities 2018: $19,000Net Assets 2018: $27,1282018Assets 2019: $34,176Liabilities 2019: $406,517Net Assets 2019: -$372,3412019Assets 2020: $793,911Liabilities 2020: $1,253,985Net Assets 2020: -$460,0742020Assets 2021: $573,184Liabilities 2021: $1,429,863Net Assets 2021: -$856,6792021Assets 2022: $532,002Liabilities 2022: $1,333,007Net Assets 2022: -$801,0052022Assets 2023: $548,873Liabilities 2023: $1,399,715Net Assets 2023: -$850,8422023Assets 2024: $615,854Liabilities 2024: $1,362,040Net Assets 2024: -$746,1862024Assets 2025: $351,360Liabilities 2025: $0Net Assets 2025: $351,3602025

Highlighted filing

2025

Assets$351,360
Liabilities$0
Net Assets$351,360
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $111,249Expenses 2018: $99,118Net Income 2018: $12,1312018Revenue 2019: $780,389Expenses 2019: $1,152,859Net Income 2019: -$372,4702019Revenue 2020: $991,813Expenses 2020: $1,162,050Net Income 2020: -$170,2372020Revenue 2021: $820,352Expenses 2021: $1,216,957Net Income 2021: -$396,6052021Revenue 2022: $953,888Expenses 2022: $898,214Net Income 2022: $55,6742022Revenue 2023: $1,071,367Expenses 2023: $1,122,158Net Income 2023: -$50,7912023Revenue 2024: $1,165,587Expenses 2024: $1,060,931Net Income 2024: $104,6562024Revenue 2025: $1,330,305Expenses 2025: $1,261,336Net Income 2025: $68,9692025

Highlighted filing

2025

Revenue$1,330,305
Expenses$1,261,336
Net Income$68,969
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,360
Liabilities
$0
Net assets
$351,360
Revenue
$1,330,305
Expenses
$1,261,336
Net income
$68,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.33$1.26$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.62$1.36$0.75$1.17$1.06$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.55$1.40$0.85$1.07$1.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.53$1.33$0.80$0.95$0.90$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.57$1.43$0.86$0.82$1.22$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.79$1.25$0.46$0.99$1.16$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.41$0.37$0.78$1.15$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$0.11$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$1,330,305
Mission and Program Overview

Mission

Enrichment center for home school students. Supporting home schooling.the organization partners with independent study charter schools to help enrich a child's education using waldorf methods. The organization's goal is to serve students from a wide variety of backgrounds.

Enrichment center for home school students support home schooling the organzitions partners with independant study charter schools to help enrich a childs education using waldorf methods

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$280,047$724,615▲ $444,568
Rtn Earn Endowment Incm Other Fnds-$351,360-
Land, Buildings, and Equipment, Net$12,407$274,772▲ $262,365
Cash and Non-Interest-Bearing Accounts$53,276$54,652▲ $1,376
Accounts Receivable$11,934$17,604▲ $5,670
Savings and Temporary Cash Investments$6,788--
Prepaid Expenses and Deferred Charges-$4,332-
Pledges and Grants Receivable$-1,346--
Other Assets Total$532,795--
Total Assets$615,854$351,360▼ $264,494
Liabilities
Unsecured Notes Loans Payable$493,484$503,584▲ $10,100
Accounts Payable and Accrued Expenses$42,683$22,118▼ $20,565
Mortgage Notes Payable Secured by Investment Property$-200,360$-1,250,317▼ $1,049,957
Total Liabilities$615,854$0▼ $615,854
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$351,360▲ $351,360
Total Liabilities and Net Assets / Fund Balance$615,854$351,360▼ $264,494

Asset Categories

AssetBook ValueDepreciationBasis
Land$246,718--
Equipment$28,054$2,562-
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bethany ChaffinDirectorFT$92,842$92,842
Tiffany PleysterTreasurerPT$46,795$46,795

Board Members and Trustees

NameTitle
Bruce KeetonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$112,297
Program Service Revenue
$1,218,007
Investment Income
$1
Other Revenue
$0
All Other Contributions
$40,415
Change in Net Assets
$68,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,000,497
Other Expenses$260,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$849,467--$849,467
Current Officers, Directors, Trustees, and Key Employees-$139,637-$139,637
Occupancy$122,500$5,743-$128,243
Fees for Services Other-$49,170-$49,170
Other Expenses$31,496--$31,496
Conferences and Meetings$15,487--$15,487
Office Expenses-$13,535-$13,535
Interest$12,281--$12,281
Other Employee Benefits$11,393--$11,393
Insurance-$4,222-$4,222
Information Technology-$2,853-$2,853
Depreciation Depletion---$2,562
Advertising$990--$990
Total Functional Expenses$1,043,614$215,160$0$1,261,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$280,047$724,615▲ $444,568
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Sec B Line 11B

“Executive director reviews of bookkeeper”

Filing and Contact Details

Filer

Filer Name
Friends of Willow Tree
EIN
47-4433673
Phone
7602603155
Address
PO BOX 1505, BONSALL, CA 92003

Signing Officer

Name
Bethany Chaffin
Title
Executive Director
Phone
7602603155
Signed
2025-11-04
Discuss with paid preparer
No

Organization Details

Principal Officer
Bethany Chaffin
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
26
Volunteers
3

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Sherry Weishaar
Phone
8004725625
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY CHAFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07602603155
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIENDS OF WILLOW TREE
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0474433673
ReturnHeader/Filer/PhoneNum07602603155
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ReturnHeader/Filer/USAddress/CityNm0BONSALL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02025-11-24T20:27:56Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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