Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Friends of Willow Tree
990EZ • Fiscal year 2018 • EIN 47-4433673
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.41x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$46,128
No earlier filing loaded for comparison.
Net Assets
$27,128
No earlier filing loaded for comparison.
Liabilities
$19,000
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$111,249
No earlier filing loaded for comparison.
Expenses
$99,118
No earlier filing loaded for comparison.
Net Income
$12,131
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Oct 31, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $111,249
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.
PRIVATE SCHOLLING
Program Services
| Description | Grants | Expenses |
|---|---|---|
| STUDENT FIELD TRIPS AND SOCIAL EVENTS | - | $5,225 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GREG DAHMS | President | PT | $0 | - | - |
| LAUREN TUTILL | Vice President | PT | $0 | - | - |
| STACY DAVIS | Secretary | PT | $0 | - | - |
| DANIEL BEAL | Treasurer | PT | $0 | - | - |
| JODI PINHERO | Member | PT | $0 | - | - |
| SHANNON MOSS | Member | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Friends of Willow Tree
- EIN
- 47-4433673
- Address
- P O BOX 1803, FALLBROOK, CA 92088
Signing Officer
- Name
- Dan Beal
- Title
- Treasurer
- Phone
- 9518371274
- Signed
- 2018-10-31
- Discuss with paid preparer
- No
Preparer
- Firm
- Lonie & Hornback Inc
- Address
- 41951 Remington Ave Ste 270, Temecula, CA 92590
- Preparer
- Cheryl Hornback CPA
- Phone
- 9513263700
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description amountfacilities rent revenue 42,000field trips 2,086registration fee 350supply fee 4,850tuition 4,678discounts 3”
Description of other expenses Part I line 16
“Description amountadvertising 801bank and paypal fees 303dues and subscriptions 150liability insurance 1,856supplies and materials 3,050accounting software 365taxes and licenses 20”
Description of other assets Part II line 24
“Category beginning of year end of yearfurniture 788 1,788property deposit 0 10,000”
Description of total liabilities Part II line 26
“Category beginning of year end of yearsecurity deposit 0 3,000bank line of credit 0 16,000”
Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 5225 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DANIEL BEAL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9518371274 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1237 PALOMINO ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FALLBROOK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92028 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14209 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 34340 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 55025 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12131 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2750 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 14997 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 46128 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 2254 |
| IRS990EZ/GrossReceiptsAmt | 0 | 111249 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 14997 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27128 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 14997 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27128 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 83134 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GREG DAHMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LAUREN TUTILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STACY DAVIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DANIEL BEAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JODI PINHERO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SHANNON MOSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 788 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 11788 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6545 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 53967 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PRIVATE SCHOLLING |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1464 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | STUDENT FIELD TRIPS AND SOCIAL EVENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5225 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 2254 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 19000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 99118 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5225 |
| IRS990EZ/TotalRevenueAmt | 0 | 111249 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTFACILITIES RENT REVENUE 42,000FIELD TRIPS 2,086REGISTRATION FEE 350SUPPLY FEE 4,850TUITION 4,678DISCOUNTS 3 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTADVERTISING 801BANK AND PAYPAL FEES 303DUES AND SUBSCRIPTIONS 150LIABILITY INSURANCE 1,856SUPPLIES AND MATERIALS 3,050ACCOUNTING SOFTWARE 365TAXES AND LICENSES 20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARFURNITURE 788 1,788PROPERTY DEPOSIT 0 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSIT 0 3,000BANK LINE OF CREDIT 0 16,000 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAN BEAL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9518371274 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FRIENDS OF WILLOW TREE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FRIE |
| ReturnHeader/Filer/EIN | 0 | 474433673 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 1803 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FALLBROOK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92088 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 256DA3BFFAB79E8F465DA5309986946A5E18AEDD |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 256DA3BFFAB79E8F465DA5309986946A5E18AEDD |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3063472018319bcq4xsy |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-11-15 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.189.46.104 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:02:48 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271854555 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lonie & Hornback Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 41951 Remington Ave Ste 270 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Temecula |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92590 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9513263700 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Cheryl Hornback CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-15T17:01:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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.
- Assets
- $46,128
- Liabilities
- $19,000
- Net assets
- $27,128
- Revenue
- $111,249
- Expenses
- $99,118
- Net income
- $12,131