Civic Intelligence

Bathgate Elementary School Foundation

990EZ • Fiscal year 2020 • EIN 27-2216701

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

70th percentile

21%

Higher net margin than 70% 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

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

32nd percentile

-35%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Up

$34,618

Up $5,161 (+18%) from 2019

Net Assets

Up

$34,618

Up $5,161 (+18%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$77,164

Down $41,186 (-35%) from 2019

Expenses

Down

$60,963

Down $45,191 (-43%) from 2019

Net Income

Up

$16,201

Up $4,005 (+33%) from 2019

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

2020

Assets$34,618
Liabilities-
Net Assets$34,618

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

2020

Revenue$77,164
Expenses$60,963
Net Income$16,201
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.1
Gross Receipts
$85,791
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Science Programs-$46,683
School Assistance and Improvement-$6,394
Other Student Programs-$5,184
Student Music Programs-$1,078
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anita HaidukPresidentPT$0--
Bethany KieleyVice PresidentPT$0--
Maryanne GrantTreasurerPT$0--
Sarah MenchacaSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$26,225$26,225$4,710$21,515
Family Event$5,562$5,562$3,177$2,385
Total Events$31,787$31,787$8,038$23,749
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
Anita Haiduk
Title
President
Phone
9493480451
Signed
2020-10-22
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 6,394

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

Fundraising 48

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

Supplies 397

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

Amortization 57

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

Music Programs 1,078

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

Science Programs 46,683

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

Other Student Programs 5,184

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

School Improvement and Support 6,394

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

Foundation Administrative Expenses 722

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

Rounding 1

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

Removal of revenue inclusion of non-cash donations-needed to balance -11,041

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

Organization costs Beginning of year 442, End of year 405

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

Accounts Receivable Beginning of year 20, End of year 0

Raw XML Appendix222 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/ProgramServiceExpensesAmt046683
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt024652
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/ExplanationIfNoTxt0Th organization received permission for the California Attorney General to operate a fundraising raffle during the year ended 6/30/2020.
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a-thon
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IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt020
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0923
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IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0903
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IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Anita Haiduk
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt027642 Napoli Way
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Mission Viejo
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Assistance and Improvement Grants and allocations 0, Program service expenses 6,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amortization 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Music Programs 1,078
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Foundation Administrative Expenses 722
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Organization costs Beginning of year 442, End of year 405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable Beginning of year 20, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anita Haiduk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09493480451
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.210.65
ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:32:58
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-22T04:01:14-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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