Civic Intelligence

Bonny Lea Charitable Foundation

990 • Fiscal year 2018 • EIN 98-0417559

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

5 Collicutt RoadChester, Nova Scotia B0J1J0CA

(902) 275-5622

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$74,549

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 44.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.9%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,532,640

Down $96,503 (-5.9%) from 2017

Net Assets

Down

$1,501,937

Down $92,695 (-5.8%) from 2017

Liabilities

Down

$30,703

Down $3,808 (-11%) from 2017

Revenue

Down

$166,293

Down $247,762 (-60%) from 2017

Expenses

Down

$17,006

Down $18,569 (-52%) from 2017

Net Income

Down

$149,287

Down $229,193 (-61%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $1,629,143Liabilities 2017: $34,511Net Assets 2017: $1,594,6322017Assets 2018: $1,532,640Liabilities 2018: $30,703Net Assets 2018: $1,501,9372018Assets 2019: $1,975,876Liabilities 2019: $69,500Net Assets 2019: $1,906,3762019Assets 2020: $2,051,692Liabilities 2020: $11,504Net Assets 2020: $2,040,1882020Assets 2021: $2,501,489Liabilities 2021: $25,827Net Assets 2021: $2,475,6622021Assets 2022: $2,340,061Liabilities 2022: $44,345Net Assets 2022: $2,295,7162022Assets 2023: $2,043,417Liabilities 2023: $29,874Net Assets 2023: $2,013,5432023Assets 2024: $1,662,771Liabilities 2024: $48,278Net Assets 2024: $1,614,4932024

Highlighted filing

2018

Assets$1,532,640
Liabilities$30,703
Net Assets$1,501,937

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $414,055Expenses 2017: $35,575Net Income 2017: $378,4802017Revenue 2018: $166,293Expenses 2018: $17,006Net Income 2018: $149,2872018Revenue 2019: $127,309Expenses 2019: $95,922Net Income 2019: $31,3872019Revenue 2020: $208,526Expenses 2020: $104,849Net Income 2020: $103,6772020Revenue 2021: $306,174Expenses 2021: $18,315Net Income 2021: $287,8592021Revenue 2022: $243,062Expenses 2022: $20,842Net Income 2022: $222,2202022Revenue 2023: $124,894Expenses 2023: $429,454Net Income 2023: -$304,5602023Revenue 2024: $294,876Expenses 2024: $564,437Net Income 2024: -$269,5612024

Highlighted filing

2018

Revenue$166,293
Expenses$17,006
Net Income$149,287
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Gross Receipts
$166,293
Mission and Program Overview

Mission

To assist multi-handicapped (30-40 individuals) young adults lead independent and productive lives by providing competent assessment and evaluation, provision of sheltered and community employment and relevant support services and residential training facilities.

To assist multi-handicapped (30-40 individuals) young adults lead independent and productive lives by providing competent assessment and evaluation, provision of sheltered and community employment and relevant support services and residential training facilities. To grow investment assets and support south shore community services association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,292,908$1,482,513▲ $189,605
Cash and Non-Interest-Bearing Accounts$335,840$42,904▼ $292,936
Accounts Receivable$0$6,849▲ $6,849
Total Assets$1,629,143$1,532,640▼ $96,503
Other Assets Total$395$374▼ $21
Liabilities
Other Liabilities$31,391$24,235▼ $7,156
Accounts Payable and Accrued Expenses$3,120$6,468▲ $3,348
Total Liabilities$34,511$30,703▼ $3,808
Net Assets / Fund Balance
Unrestricted Net Assets$1,208,797$1,124,770▼ $84,027
Permanently Rstr Net Assets$385,835$377,167▼ $8,668
Total Net Assets Fund Balance$1,594,632$1,501,937▼ $92,695
Total Liabilities and Net Assets / Fund Balance$1,629,143$1,532,640▼ $96,503

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,482,513--
Compensation and Service Providers

Employees

NameTitleBaseTotal
David OuthouseExecutive Director$74,549$74,549

Board Members and Trustees

NameTitle
David HilcheyTrustee/director
Edward CleatherTrustee/director
Joe StackhouseTrustee/director
John CampbellTrustee/director
John TatlowTrustee/director
Judith ConnollyTrustee/director
Kim GeldartTrustee/director
Rachel MartinTrustee/director
Toby NorwoodTrustee/director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,666
Investment Income
$57,627
Other Revenue
$0
Change in Net Assets
$149,287

Audited Revenue Reconciliation

Revenue per Audited Statements
$166,293
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$166,293
Total Revenue per Form 990
$166,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,212$-15,691-$12,521
Fees for Services Legal-$3,289-$3,289
Insurance-$707-$707
Office Expenses-$386-$386
Other Expenses$0$103-$103
Total Functional Expenses$28,212$-11,206$0$17,006

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,006
Total Expenses per Audited Statements$17,006
Total Expenses per Form 990$17,006
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
1
Employees
0
Spending
$17,007

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Nova Scotia, CanadaProgram ServicesAll Program Services for the Organization Are Conducted in Canada10$17,007
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$24,235
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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

Form 990, Part VI, Section B, Line 11B

The external auditor/accountant completes form 990 and it is reviewed by the management of bonny lea to ensure answers are accurate.

Form 990, Part VI, Section C, Line 18

Documents and policies are not generally available to the public. The financial statements are submitted to canada revenue agency (cra) and the irs. The charity information return filed with cra is available to the public on the cra website and includes the association's financial information.

Form 990, Part VI, Section C, Line 19

Documents and policies are not generally available to the public. The financial statements are submitted to canada revenue agency (cra) and the irs. The charity information return filed with cra is available to the public on the cra website and includes the association's financial information.

Filing and Contact Details

Filer

Filer Name
Bonny Lea Charitable Foundation
EIN
98-0417559
Phone
9022755622
Address
CA

Signing Officer

Name
David Outhouse
Title
Executive Director
Phone
9022755622
Signed
2019-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Outhouse
Formed
2003
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Nova Scotia Inc
Address
CA
Preparer
Darlene Shaw Cpail
Phone
9024044000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

Not required to file state forms as association's activities take place in canada.

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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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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0383625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01165949
IRS990ScheduleA/Total509Grp/TotalAmt01549574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0441252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01204057
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01645309
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01482513
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0166293
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01482513
IRS990ScheduleD/TotalExpensesPerForm990Amt017006
IRS990ScheduleD/TotalLiabilityAmt024235
IRS990ScheduleD/TotalRevenuePerForm990Amt0166293
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0166293
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017006
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt017007
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NOVA SCOTIA, CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0ALL PROGRAM SERVICES FOR THE ORGANIZATION ARE CONDUCTED IN CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt017007
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalSpentAmt017007
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT REQUIRED TO FILE STATE FORMS AS ASSOCIATION'S ACTIVITIES TAKE PLACE IN CANADA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXTERNAL AUDITOR/ACCOUNTANT COMPLETES FORM 990 AND IT IS REVIEWED BY THE MANAGEMENT OF BONNY LEA TO ENSURE ANSWERS ARE ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE SUBMITTED TO CANADA REVENUE AGENCY (CRA) AND THE IRS. THE CHARITY INFORMATION RETURN FILED WITH CRA IS AVAILABLE TO THE PUBLIC ON THE CRA WEBSITE AND INCLUDES THE ASSOCIATION'S FINANCIAL INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AND POLICIES ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE SUBMITTED TO CANADA REVENUE AGENCY (CRA) AND THE IRS. THE CHARITY INFORMATION RETURN FILED WITH CRA IS AVAILABLE TO THE PUBLIC ON THE CRA WEBSITE AND INCLUDES THE ASSOCIATION'S FINANCIAL INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SSCSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1SSCSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTH SHORE WORK ACTIVITY PROGRAM (NOT US REGISTERED)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BONNY LEA CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237283520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1980417559
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt05 COLLICUTT ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt15 COLLICUTT ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0CHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm1CHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ForeignPostalCd0B0J 1J0
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ForeignPostalCd1B0J 1J0
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0NS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm1NS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0WORK ACTIVITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ASSISTANCE TO HELP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NOT-FOR-PROFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1REGISTERED CHARITY
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LESS THAN $50,000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LESS THAN $50,000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2LESS THAN $50,000
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01629143
IRS990/TotalAssetsEOYAmt01532640
IRS990/TotalAssetsGrp/BOYAmt01629143
IRS990/TotalAssetsGrp/EOYAmt01532640
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0-11206
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028212
IRS990/TotalFunctionalExpensesGrp/TotalAmt017006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034511
IRS990/TotalLiabilitiesEOYAmt030703
IRS990/TotalLiabilitiesGrp/BOYAmt034511
IRS990/TotalLiabilitiesGrp/EOYAmt030703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01594632

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