Civic Intelligence

Bathgate Elementary School Foundation

990EZ • Fiscal year 2025 • EIN 27-2216701

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 10, 2025

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

(949) 348-0451

Siviq Scores

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

Liabilities / Assets

91st percentile

0.40x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.18x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2025

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

36th percentile

-4.6%

Faster revenue growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$24,243

Down $31 (-0.1%) from 2024

Net Assets

Down

$14,556

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

Liabilities

$9,687

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin18th 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

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2025

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

Operations Trend

Revenue Growth36th 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

2025

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

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/PhoneNum09493480451
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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
IRS990EZ/Form1120PolFiledInd0false
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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
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047157
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
IRS990ScheduleA/PublicSupportTotal509Amt0242908
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
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049948
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
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 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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