Civic Intelligence

Marian Bergeson Elementary School PTA California Congress

EIN 33-0270049 • 501(c)3 • Laguna Niguel, CA

Profile

Information, advocacy, educational enrichment.

Refreshing map…

25302 Rancho Niguel RoadLaguna Niguel, CA 92677

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$74,522

Up $27,230 (+58%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$74,522

Up $27,230 (+58%) from 2023

Revenue

Up

$70,561

Up $33,502 (+90%) from 2023

Expenses

Up

$52,227

Up $27,716 (+113%) from 2023

Net Income

Up

$18,334

Up $5,786 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2013: $15,355Net Assets 2013: $15,3552013Assets 2017: $34,264Net Assets 2017: $34,2642017Assets 2018: $32,478Net Assets 2018: $32,4782018Assets 2019: $26,596Net Assets 2019: $26,5962019Assets 2020: $41,072Net Assets 2020: $41,0722020Assets 2022: $29,477Net Assets 2022: $29,4772022Assets 2023: $47,292Net Assets 2023: $47,2922023Assets 2025: $74,522Net Assets 2025: $74,5222025

Highlighted filing

2025

Assets$74,522
Liabilities-
Net Assets$74,522

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2013: $48,547Expenses 2013: $48,268Net Income 2013: $2792013Revenue 2017: $49,014Expenses 2017: $35,396Net Income 2017: $13,6182017Revenue 2018: $36,962Expenses 2018: $38,182Net Income 2018: -$1,2202018Revenue 2019: $33,618Expenses 2019: $41,577Net Income 2019: -$7,9592019Revenue 2020: $39,252Expenses 2020: $24,775Net Income 2020: $14,4772020Revenue 2022: $20,741Expenses 2022: $16,814Net Income 2022: $3,9272022Revenue 2023: $37,059Expenses 2023: $24,511Net Income 2023: $12,5482023Revenue 2025: $70,561Expenses 2025: $52,227Net Income 2025: $18,3342025

Highlighted filing

2025

Revenue$70,561
Expenses$52,227
Net Income$18,334

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$81,927
Mission and Program Overview

Mission

Information, advocacy, educational enrichment.

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Drama Dawg Programs Funding-$17,482
Teacher and STaff Supplies and Support Funding-$4,401
Family Programs Funding-$1,764
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan HollandPresidentPT$0--
Austin LeeVice President-$0--
Bokhyun YooTreasurerPT$0--
Mary BaldwinSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$41,104$41,104$25,908$15,196
Spring Carnival$8,291$8,291$499$7,792
Total Events$59,888$59,888$43,391$16,497
Filing and Contact Details

Filer

Filer Name
Marian Bergeson Elementary School PTA California Congress
EIN
33-0270049
In Care Of
% Bokhyun Yoo
Phone
9496431540
Address
25302 Rancho Niguel Road, Laguna Niguel, CA 92677

Signing Officer

Name
Bokhyun Yoo
Title
Treasurer
Phone
9496431540
Signed
2023-10-26
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

Student Educational and Drama Dawgs Programs Funding 17,482

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

Teacher and Staff Supplies and Support Funding 4,401

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

Family Programs Funding 1,764

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

PTA Administrative Expenses 429

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

Unlocated difference 76

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

Reversal of prior year PayPal account adjustment 5,191

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

Receipts for Deposit and PayPal Funds Beginning of year 4,965, End of year 0

Raw XML Appendix188 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits