Civic Intelligence

Bathgate Elementary School Foundation

990EZ • Fiscal year 2016 • EIN 27-2216701

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

27642 Napoli WayMission Viejo, CA 92692

(949) 348-0451

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$35,366

Up $5,589 (+19%) from 2015

Net Assets

Up

$35,366

Up $5,589 (+19%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,024

Down $19,572 (-18%) from 2015

Expenses

Down

$79,445

Down $14,846 (-16%) from 2015

Net Income

Down

$11,579

Down $4,726 (-29%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$35,366
Liabilities-
Net Assets$35,366

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$91,024
Expenses$79,445
Net Income$11,579
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$98,341
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Music Programs-$49,393
Student Science Programs-$21,000
Other Student Programs-$3,483
School Assistance and Improvement-$361
Family Program-$60
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan BoelterPresidentPT$0--
Jana BommaritoVice President-$0--
Amber MillerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$12,221$12,221$3,018$9,203
Carnival$1,598$1,598-$1,598
Total Events$13,819$13,819$7,288$6,531
Filing and Contact Details

Filer

Filer Name
Bathgate Elementary School Foundation
EIN
27-2216701
Phone
9493480451
Address
27642 Napoli Way, Mission Viejo, CA 92692

Signing Officer

Name
Amber Miller
Title
Treasurer
Phone
9493480451
Signed
2016-10-28
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

School Assistance and Improvement Grants and allocations 0, Program service expenses 361

Form 990-EZ, Part III, Line 31

Family Program Grants and allocations 0, Program service expenses 60

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

Fundraising 1,784

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

Supplies 1,614

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

Amortization 57

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

Music Programs 21,000

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

Science Programs 49,393

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

Other Student Programs 3,483

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

School Support 361

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

Family Event 60

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

Foundation Misc Administrative Expense 38

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

Insurance 800

Form 990-EZ, Part I, Line 20, Net Assets

Non Cash auction and raffle donations to balance -5,970

Form 990-EZ, Part I, Line 20, Net Assets

Prior period adjustments -20

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

Organization costs Beginning of year 670, End of year 613

Raw XML Appendix218 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt07317
IRS990EZ/SpecialEventsNetIncomeLossAmt06898
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt079445
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IRS990EZ/TotalRevenueAmt091024
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0bathgateesf.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033698
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059212
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062442
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0448381
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/ExplanationIfNoTxt0Organization obtained permission from the California Attorney General to hold this fundraising raffle.
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07288
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01659
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01659
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Casino Night
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0561
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03018
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02050
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02050
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt029
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0396
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0396
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0367
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt029
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Amber Miller
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt027642 Napoli Way
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Mission Viejo
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092692
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Assistance and Improvement Grants and allocations 0, Program service expenses 361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Family Program Grants and allocations 0, Program service expenses 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising 1,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 1,614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Amortization 57
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Science Programs 49,393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Student Programs 3,483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Support 361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Family Event 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Foundation Misc Administrative Expense 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Insurance 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Non Cash auction and raffle donations to balance -5,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prior period adjustments -20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Organization costs Beginning of year 670, End of year 613
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amber Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09493480451
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bathgate Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0272216701
ReturnHeader/Filer/PhoneNum09493480451
ReturnHeader/Filer/USAddress/AddressLine1Txt027642 Napoli Way
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-02T11:09:38-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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