Civic Intelligence

Templeton Educational Foundation

990EZ • Fiscal year 2020 • EIN 77-0254860

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization ProfileWWW.TEFNOW.ORG
PO Box 973Templeton, CA 93465

(805) 434-1967

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.15x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

25th percentile

-15%

Higher net margin than 25% 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

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

33rd percentile

-33%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$157,853

Up $88 (+0.1%) from 2019

Net Assets

Down

$149,626

Down $8,139 (-5.2%) from 2019

Liabilities

Up

$8,227

Up $8,227 from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin25th percentile

Revenue

Down

$54,890

Down $26,929 (-33%) from 2019

Expenses

Up

$63,029

Up $2,411 (+4.0%) from 2019

Net Income

Down

-$8,139

Down $29,340 (-138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $105,732Liabilities 2011: $18,738Net Assets 2011: $86,9942011Assets 2012: $145,900Liabilities 2012: $68,887Net Assets 2012: $77,0132012Assets 2013: $104,454Liabilities 2013: $32,037Net Assets 2013: $72,4172013Assets 2014: $133,826Liabilities 2014: $57,986Net Assets 2014: $75,8402014Assets 2015: $94,651Liabilities 2015: $0Net Assets 2015: $94,6512015Assets 2016: $99,796Liabilities 2016: $0Net Assets 2016: $99,7962016Assets 2017: $109,940Liabilities 2017: $0Net Assets 2017: $109,9402017Assets 2018: $136,564Liabilities 2018: $0Net Assets 2018: $136,5642018Assets 2019: $157,765Liabilities 2019: $0Net Assets 2019: $157,7652019Assets 2020: $157,853Liabilities 2020: $8,227Net Assets 2020: $149,6262020Assets 2021: $204,220Liabilities 2021: $9,012Net Assets 2021: $195,2082021Assets 2022: $276,771Liabilities 2022: $8,538Net Assets 2022: $268,2332022Assets 2023: $260,367Liabilities 2023: $7,731Net Assets 2023: $252,6362023Assets 2024: $231,699Liabilities 2024: $7,154Net Assets 2024: $224,5452024

Highlighted filing

2020

Assets$157,853
Liabilities$8,227
Net Assets$149,626
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $37,991Expenses 2011: $48,066Net Income 2011: -$10,0752011Revenue 2012: $55,516Expenses 2012: $65,571Net Income 2012: -$10,0552012Revenue 2013: $57,117Expenses 2013: $61,713Net Income 2013: -$4,5962013Revenue 2014: $66,458Expenses 2014: $63,035Net Income 2014: $3,4232014Revenue 2015: $55,049Expenses 2015: $36,238Net Income 2015: $18,8112015Revenue 2016: $37,436Expenses 2016: $32,291Net Income 2016: $5,1452016Revenue 2017: $75,860Expenses 2017: $65,678Net Income 2017: $10,1822017Revenue 2018: $78,170Expenses 2018: $51,619Net Income 2018: $26,5512018Revenue 2019: $81,819Expenses 2019: $60,618Net Income 2019: $21,2012019Revenue 2020: $54,890Expenses 2020: $63,029Net Income 2020: -$8,1392020Revenue 2021: $100,588Expenses 2021: $55,008Net Income 2021: $45,5802021Revenue 2022: $159,910Expenses 2022: $86,885Net Income 2022: $73,0252022Revenue 2023: $140,353Expenses 2023: $155,950Net Income 2023: -$15,5972023Revenue 2024: $101,014Expenses 2024: $129,105Net Income 2024: -$28,0912024

Highlighted filing

2020

Revenue$54,890
Expenses$63,029
Net Income-$8,139
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$130,690
Mission and Program Overview

Mission

Support of public schools in the Templeton Unified School District.

Program Services

DescriptionGrantsExpenses
TEF SERVCES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON CALIFORNIA UNIFIED SCHOO DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.$54,594$63,029
TEF SERVES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON, CALIFORNIA SCHOOL DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA VONDERHEIDEPresidentPT$0--
BARBY WUNSCHVice PresidePT$0--
SUZY HAMILTONTreasurerPT$0--
STEPHANIE RODRIGUEZMember-$0--
AMY GEORGEMember-$0--
DAVID NEEDLEMANMember-$0--
ASHLEE MILLERMember-$0--
PETER DAHMMember-$0--
ANN OSHIROMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireworks Sales$117,450$117,450$67,008$50,442
Total Events$117,450$117,450$67,008$50,442
Filing and Contact Details

Filer

Filer Name
Templeton Education Foundation
EIN
77-0254860
Phone
8054341967
Address
PO BOX 973, TEMPLETON, CA 93465

Signing Officer

Name
Suzy Hamilton
Title
Treasurer
Phone
8054313818
Signed
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Bbfs Inc
Address
3591 SACRAMENTO DR STE 106, SAN LUIS OBISPO, CA 93401-7256
Preparer
Daniel Mherron Cpapfs Cfp
Phone
8055441656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: templeton unified school district address: 960 old county road templeton, ca 93465 cash contribution: 54,594”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 5,085 operating expenses 3,350 total 8,435”

Form 990-ez, Part II, Line 26

“Sales tax payable 0 8,227”

Form 990-ez, Part III

“Primary exempt purpose - support of public schools in the templeton unified school district”

Form 990-ez, Part III, Line 31

“Tef servces the students, faculty and staff of templeton california unified schoo district through issuing grants to meet the needs of the children in the school district.”

Raw XML Appendix178 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm2SUZY HAMILTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3STEPHANIE RODRIGUEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4AMY GEORGE
CompensationExplanation/CompensationExplanationGrp/PersonNm5DAVID NEEDLEMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm6ASHLEE MILLER
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA VONDERHEIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZY HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID NEEDLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASHLEE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETER DAHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANN OSHIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF PUBLIC SCHOOLS IN THE TEMPLETON UNIFIED SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEF SERVES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON, CALIFORNIA SCHOOL DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEF SERVCES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON CALIFORNIA UNIFIED SCHOO DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054594
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063029
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075800
IRS990EZ/SpecialEventsNetIncomeLossAmt045012
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08227
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063029
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IRS990EZ/TotalRevenueAmt054890
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TEFNOW.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017383
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09878
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02964
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033214
IRS990ScheduleA/TotalSupportAmt033214
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067008
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIREWORKS SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0117450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0117450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0117450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050442
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067008
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt067008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TEMPLETON UNIFIED SCHOOL DISTRICT ADDRESS: 960 OLD COUNTY ROAD TEMPLETON, CA 93465 CASH CONTRIBUTION: 54,594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 5,085 OPERATING EXPENSES 3,350 TOTAL 8,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALES TAX PAYABLE 0 8,227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE - SUPPORT OF PUBLIC SCHOOLS IN THE TEMPLETON UNIFIED SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEF SERVCES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON CALIFORNIA UNIFIED SCHOO DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY,TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZY HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054313818
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLETON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0770254860
ReturnHeader/Filer/PhoneNum08054341967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 973
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832254832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BBFS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03591 SACRAMENTO DR STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934017256
ReturnHeader/PreparerPersonGrp/PhoneNum08055441656
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL MHERRON CPAPFS CFP
ReturnHeader/ReturnTs02021-10-28T16:48:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMILTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,853
Liabilities
$8,227
Net assets
$149,626
Revenue
$54,890
Expenses
$63,029
Net income
-$8,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.07$2.25$1.01$1.29$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.08$2.53$1.40$1.56$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.09$2.68$1.60$0.87$0.73
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.09$1.95$1.01$0.55$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.08$1.50$0.55$0.63$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.82$0.61$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.78$0.52$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.76$0.66$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.37$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.55$0.36$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.58$0.76$0.66$0.63$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.32$0.72$0.57$0.62$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.69$0.77$0.56$0.66$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.19$0.87$0.38$0.48$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits