Civic Intelligence

Bathgate Elementary School Foundation

990EZ • Fiscal year 2024 • EIN 27-2216701

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 04, 2024

Organization ProfileNA
28563 Oso Parkway PMB D316Rancho Santa Margarita, CA 92688

(949) 348-0451

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$24,274

Up $4,536 (+23%) from 2023

Net Assets

Up

$24,274

Up $5,278 (+28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$71,061

Up $13,416 (+23%) from 2023

Expenses

Up

$65,783

Up $9,661 (+17%) from 2023

Net Income

Up

$5,278

Up $3,755 (+247%) from 2023

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

2024

Assets$24,274
Liabilities-
Net Assets$24,274
Open 2024 Filing

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

2024

Revenue$71,061
Expenses$65,783
Net Income$5,278
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 4, 2024
Return Version
2023v5.1
Gross Receipts
$73,296
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Science Programs-$54,402
Other Student Programs-$4,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky PaciniPresident-$0--
Taryn DoeTreasurer-$0--
Amanda MichaelsSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising auction Event$6,072$6,072-$6,072
Glow Dance$3,585$3,585$1,011$2,574
Total Events$10,887$10,887$2,235$8,652
Filing and Contact Details

Filer

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

Signing Officer

Name
Kelly Mudra
Title
Treasurer 202425
Phone
9493480451
Signed
2024-10-04
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

“Fundraising 1,680”

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

“Amortization 57”

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

“Student Programs 4,610”

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

“Science Programs 54,402”

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

“Foundation Administrative Expenses 414”

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

“Insurance 254”

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

“Non-Cash donation Reversal 3,672”

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

“Organization costs Beginning of year 234, End of year 177”

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

“Accounts Receivable/Payable Beginning of year 742, End of year 0”

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Taryn DoeKelly Mudra
IRS990EZ/BooksInCareOfDetail/PhoneNum09493480451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027642 Napoli Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mission Viejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016931
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05278
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019738
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024274
IRS990EZ/FundraisingGrossIncomeAmt010887
IRS990EZ/GrossReceiptsAmt073296
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Becky Pacini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Taryn Doe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Michaels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0234
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0177
IRS990EZ/OtherExpensesTotalAmt065089
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Enrichment
IRS990EZ/PrintingPublicationsPostageAmt0274
IRS990EZ/ProgramServiceRevenueAmt045478
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Science Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Student Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054402
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14610
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02235
IRS990EZ/SpecialEventsNetIncomeLossAmt08652
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt065783
IRS990EZ/TotalProgramServiceExpensesAmt059012
IRS990EZ/TotalRevenueAmt071061
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101222
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172514
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0273736
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085791
IRS990ScheduleA/Total509Grp/TotalAmt0273736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273736
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02235
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0780
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0330
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01110
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising auction Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Glow Dance
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010887
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08652
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0114
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 1,680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 4,610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Science Programs 54,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Foundation Administrative Expenses 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Non-Cash donation Reversal 3,672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Organization costs Beginning of year 234, End of year 177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable/Payable Beginning of year 742, End of year 0
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Mudra
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202425
ReturnHeader/BusinessOfficerGrp/PhoneNum09493480451
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bathgate Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0272216701
ReturnHeader/Filer/InCareOfNm0% Kelly Mudra
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/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-04T10:49:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,274
Liabilities
-
Net assets
$24,274
Revenue
$71,061
Expenses
$65,783
Net income
$5,278
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