Civic Intelligence

Bathgate Elementary School Foundation

EIN 27-2216701 • 501(c)3 • Rancho Santa Margarita, CA

Profile

Educational Enrichment

28563 Oso Parkway PMB D316Rancho Santa Margarita, CA 92688

na

Siviq Scores

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

Liabilities / Assets

87th percentile

0.40x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$24,243

Down $31 (-0.1%) from 2024

Liabilities

$9,687

No earlier filing loaded for comparison.

Net Assets

Down

$14,556

Down $9,718 (-40%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin24th percentile

Revenue

Down

$52,507

Down $18,554 (-26%) from 2024

Expenses

Down

$62,225

Down $3,558 (-5.4%) from 2024

Net Income

Down

-$9,718

Down $14,996 (-284%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$40K$30K$20K$10K$0Assets 2012: $20,994Net Assets 2012: $20,9942012Assets 2013: $23,115Net Assets 2013: $23,1152013Assets 2014: $34,878Net Assets 2014: $34,8782014Assets 2015: $29,777Net Assets 2015: $29,7772015Assets 2016: $35,366Net Assets 2016: $35,3662016Assets 2017: $20,883Net Assets 2017: $20,8832017Assets 2018: $28,808Net Assets 2018: $28,8082018Assets 2019: $29,457Net Assets 2019: $29,4572019Assets 2020: $34,618Net Assets 2020: $34,6182020Assets 2021: $9,337Net Assets 2021: $9,3372021Assets 2022: $17,474Net Assets 2022: $17,4742022Assets 2023: $19,738Liabilities 2023: $742Net Assets 2023: $18,9962023Assets 2024: $24,274Net Assets 2024: $24,2742024Assets 2025: $24,243Liabilities 2025: $9,687Net Assets 2025: $14,5562025

Highlighted filing

2025

Assets$24,243
Liabilities$9,687
Net Assets$14,556
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $46,625Expenses 2012: $88,458Net Income 2012: -$41,8332012Revenue 2013: $61,320Expenses 2013: $59,199Net Income 2013: $2,1212013Revenue 2014: $109,148Expenses 2014: $93,762Net Income 2014: $15,3862014Revenue 2015: $110,596Expenses 2015: $94,291Net Income 2015: $16,3052015Revenue 2016: $91,024Expenses 2016: $79,445Net Income 2016: $11,5792016Revenue 2017: $83,526Expenses 2017: $92,820Net Income 2017: -$9,2942017Revenue 2018: $101,026Expenses 2018: $88,308Net Income 2018: $12,7182018Revenue 2019: $118,350Expenses 2019: $106,154Net Income 2019: $12,1962019Revenue 2020: $77,164Expenses 2020: $60,963Net Income 2020: $16,2012020Revenue 2021: $5,630Expenses 2021: $30,911Net Income 2021: -$25,2812021Revenue 2022: $49,948Expenses 2022: $41,811Net Income 2022: $8,1372022Revenue 2023: $57,645Expenses 2023: $56,122Net Income 2023: $1,5232023Revenue 2024: $71,061Expenses 2024: $65,783Net Income 2024: $5,2782024Revenue 2025: $52,507Expenses 2025: $62,225Net Income 2025: -$9,7182025

Highlighted filing

2025

Revenue$52,507
Expenses$62,225
Net Income-$9,718
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$24,243
Liabilities
$9,687
Net assets
$14,556
Revenue
$52,507
Expenses
$62,225
Net income
-$9,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.10$0.15$0.53$0.62$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.71$0.66$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.58$0.56$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.50$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.06$0.31$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.77$0.61$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.18$1.06$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.01$0.88$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.84$0.93$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.91$0.79$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.11$0.94$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.09$0.94$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.61$0.59$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.47$0.88$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$54,963
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Science Programs-$53,503
Other Student Programs-$1,873
Teacher and Staff Programs-$134
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FeltenPresidentPT$0--
Kelly MudraTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction Fundraising Event$3,928$3,928-$3,928
Total Events$3,928$3,928-$3,928
Filing and Contact Details

Filer

Filer Name
Bathgate Elementary School Foundation
EIN
27-2216701
In Care Of
% Marisa Andersson
Phone
9493480451
Address
28563 Oso Parkway PMB D316, Rancho Santa Margarita, CA 92688

Signing Officer

Name
Kelly Mudra
Title
Treasurer 202425
Phone
9493480451
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Miscellaneous undocumented revenue 653”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 1,936”

Form 990-EZ, Part I, Line 16, Other Expenses

“Amortization 57”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Programs 1,873”

Form 990-EZ, Part I, Line 16, Other Expenses

“Science Programs 53,503”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher/Staff Programs 134”

Form 990-EZ, Part I, Line 16, Other Expenses

“Foundation Administrative Expenses 877”

Form 990-EZ, Part I, Line 16, Other Expenses

“Non-Cash donation Reversal 3,410”

Form 990-EZ, Part II, Line 24, Other Assets

“Organization costs Beginning of year 177, End of year 120”

Form 990-EZ, Part II, Line 26, Liabilities

“Science Camp Fees for 2025-26 year Beginning of year 0, End of year 9,687”

Form 990-EZ, Part I, Line 8

“Unidentified Deposits”

Raw XML Appendix169 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mission Viejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010285
IRS990EZ/CostOfGoodsSoldAmt02456
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9718
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt03928
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0896
IRS990EZ/GrossReceiptsAmt054963
IRS990EZ/GrossSalesOfInventoryAmt03352
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024274
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024274
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Felten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelly Mudra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0177
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0120
IRS990EZ/OtherExpensesTotalAmt061790
IRS990EZ/OtherRevenueTotalAmt0653
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Enrichment
IRS990EZ/ProgramServiceRevenueAmt036745
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Science Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Student Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher and Staff Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053503
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2134
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt03928
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09687
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062225
IRS990EZ/TotalProgramServiceExpensesAmt055510
IRS990EZ/TotalRevenueAmt052507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059566
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056365
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182689
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0653
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0653
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05630
IRS990ScheduleA/Total509Grp/TotalAmt0242908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059071
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05630
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242908
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent Auction Fundraising Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt03928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt03928
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous undocumented revenue 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 1,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amortization 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Programs 1,873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Science Programs 53,503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/Staff Programs 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Foundation Administrative Expenses 877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Non-Cash donation Reversal 3,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Organization costs Beginning of year 177, End of year 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Science Camp Fees for 2025-26 year Beginning of year 0, End of year 9,687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Unidentified Deposits
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Mudra
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202425
ReturnHeader/BusinessOfficerGrp/PhoneNum09493480451
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bathgate Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0272216701
ReturnHeader/Filer/InCareOfNm0% Marisa Andersson
ReturnHeader/Filer/PhoneNum09493480451
ReturnHeader/Filer/USAddress/AddressLine1Txt028563 Oso Parkway PMB D316
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Margarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T08:06:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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