Civic Intelligence

Bathgate Elementary School Foundation

990EZ • Fiscal year 2021 • EIN 27-2216701

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 10, 2021

Organization ProfileNA
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

3rd percentile

-449%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-93%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,337

Down $25,281 (-73%) from 2020

Net Assets

Down

$9,337

Down $25,281 (-73%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$5,630

Down $71,534 (-93%) from 2020

Expenses

Down

$30,911

Down $30,052 (-49%) from 2020

Net Income

Down

-$25,281

Down $41,482 (-256%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2021

Assets$9,337
Liabilities-
Net Assets$9,337
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

2021

Revenue$5,630
Expenses$30,911
Net Income-$25,281
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 10, 2021
Return Version
2020v4.1
Gross Receipts
$5,630
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Other Student Programs-$25,000
Student Science Programs-$4,399
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anita HaidukPresident-$0--
Maryanne GrantTreasurer-$0--
Vera CybulskiSecretary-$0--
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
2021-10-10
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

“Amortization 57”

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

“Student Programs 1,399”

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

“Science Programs 3,000”

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

“School Improvement and Support 25,000”

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

“Foundation Administrative Expenses 1,045”

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

“Organization costs Beginning of year 405, End of year 348”

Raw XML Appendix151 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/BooksInCareOfDetail/USAddress/CityNm0Mission Viejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0405
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0348
IRS990EZ/OtherExpensesTotalAmt030501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Science Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Student Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04399
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt030911
IRS990EZ/TotalProgramServiceExpensesAmt029399
IRS990EZ/TotalRevenueAmt05630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131261
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0287063
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090325
IRS990ScheduleA/Total509Grp/TotalAmt0418324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090325
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amortization 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs 1,399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Science Programs 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement and Support 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Foundation Administrative Expenses 1,045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Organization costs Beginning of year 405, End of year 348
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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 II, Line 24, Other Assets
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anita Haiduk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09493480451
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-10
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ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0272216701
ReturnHeader/Filer/PhoneNum09493480451
ReturnHeader/Filer/USAddress/AddressLine1Txt027642 Napoli Way
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ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-14T01:06:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anita
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haiduk
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,337
Liabilities
-
Net assets
$9,337
Revenue
$5,630
Expenses
$30,911
Net income
-$25,281
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