Civic Intelligence

Marian Bergeson Elementary School PTA California Congress

990EZ • Fiscal year 2013 • EIN 33-0270049

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 11, 2013

Organization ProfileNA
25302 Rancho Niguel92677
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$15,355

No earlier filing loaded for comparison.

Net Assets

$15,355

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

$48,547

No earlier filing loaded for comparison.

Expenses

$48,268

No earlier filing loaded for comparison.

Net Income

$279

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$15,355
Liabilities-
Net Assets$15,355
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$48,547
Expenses$48,268
Net Income$279
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 11, 2013
Return Version
2012v2.2
Mission and Program Overview

Mission

Information, advocacy, educational enrichment.

Filing and Contact Details

Filer

EIN
33-0270049
Raw XML Appendix198 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY015076
IRS990EZ/CashSavingsAndInvestments/EOY015355
IRS990EZ/ContributionsGiftsGrantsEtc019731
IRS990EZ/CostOfGoodsSold05107
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0279
IRS990EZ/FeesAndOthPymtToIndContractors0425
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome037642
IRS990EZ/GroProfitLossSalesOfInventory08981
IRS990EZ/GrossReceipts073732
IRS990EZ/GrossSalesOfInventory014088
IRS990EZ/GroupExemptionNumber00646
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues02271
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY015076
IRS990EZ/NetAssetsOrFundBalancesBOY015076
IRS990EZ/NetAssetsOrFundBalances/EOY015355
IRS990EZ/NetAssetsOrFundBalancesEOY015355
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0014.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1002.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2005.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3002.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4002.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5001.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition6001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Vaqnessa Leite
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Lily Cifuentes
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Cheryl Deacon
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Janice Rickmick
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Ed Arpawong
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Luci Vees
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Courtney Fielder
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Financial Secy
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Recording Secy Co-Historian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Auditor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Co Historian
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal047843
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Educational support, enrichment, information
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Student Programs
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1School improvement Programs
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Teacher Programs
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Family Programs
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses010043
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses128752
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses25980
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses3259
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses020078
IRS990EZ/SpecialEventsNetIncomeLoss017564
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1025302 Rancho Niguel
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Laguna Niguel
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092677
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Cheryl Deacon
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09496431540
IRS990EZ/TotalAssets/BOY015076
IRS990EZ/TotalAssets/EOY015355
IRS990EZ/TotalExpenses048268
IRS990EZ/TotalProgramServiceExpenses045034
IRS990EZ/TotalRevenue048547
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0bergesonpta.org
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear022002
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year08167
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years010760
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years06902
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years04095
IRS990ScheduleA/GiftsGrantsContribReceived509/Total051926
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years012
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years025
IRS990ScheduleA/GrossInvestmentIncome509/Total037
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear051730
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year072243
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years096196
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years084369
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years075170
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0379708
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years012
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years025
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total037
IRS990ScheduleA/InvestmentIncomePercentage00.00010
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99990
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090431634
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear073732
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year080410
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0106956
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years091271
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years079265
IRS990ScheduleA/Total509/Total0431634
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear073732
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year080410
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0106956
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years091283
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years079290
IRS990ScheduleA/TotalSupportTotal/Total0431671
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents020078
IRS990ScheduleG/EventsInformation/EntertainmentEvent203315
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents03315
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent109188
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2015364
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents013090
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal037642
IRS990ScheduleG/EventsInformation/GrossRevenueEvent109188
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2015364
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents013090
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents037642
IRS990ScheduleG/EventsInformation/NameOfEvent10Book Fair
IRS990ScheduleG/EventsInformation/NameOfEvent20Spring Fling
IRS990ScheduleG/EventsInformation/NetIncomeSummary017564
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent108057
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent206015
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents02691
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents016763
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents02
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990-EZ, Part III, Line 31 Family Programs Grants and allocations 0, Program service expenses 259
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990-EZ, Part I, Line 16, Other Expenses Student Programs 10,043
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990-EZ, Part I, Line 16, Other Expenses School Improvement Program 28,752
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990-EZ, Part I, Line 16, Other Expenses Teacher Support Programs 5,980
IRS990ScheduleO/GeneralExplanation/Explanation4Form 990-EZ, Part I, Line 16, Other Expenses Family Programs 259
IRS990ScheduleO/GeneralExplanation/Explanation5Form 990-EZ, Part I, Line 16, Other Expenses PTA Office Expense 1,246
IRS990ScheduleO/GeneralExplanation/Explanation6Form 990-EZ, Part I, Line 16, Other Expenses PTA Insurance Expense 199
IRS990ScheduleO/GeneralExplanation/Explanation7Form 990-EZ, Part I, Line 16, Other Expenses Hospitality Expense 353
IRS990ScheduleO/GeneralExplanation/Explanation8Form 990-EZ, Part I, Line 16, Other Expenses PTA Website Expense 175
IRS990ScheduleO/GeneralExplanation/Explanation9Form 990-EZ, Part I, Line 16, Other Expenses Misc PTA Admin Expense 95
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0330270049
ReturnHeader/Filer/Name/BusinessNameLine10Marian Bergeson Elementary School PTA California Congress
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/USAddress/AddressLine1025302 Rancho Niguel
ReturnHeader/Filer/USAddress/City0Laguna Niguel
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092677
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0Cheryl Deacon
ReturnHeader/Officer/Phone09496431540
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02013-11-11
ReturnHeader/Preparer/Name0Elizabeth Weber CPA
ReturnHeader/Preparer/Phone09498310879
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-11T02:25:22-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,355
Liabilities
-
Net assets
$15,355
Revenue
$48,547
Expenses
$48,268
Net income
$279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.5$74.5$70.6$52.2$18.3
2023Detailed filing. Detailed filing data is available for this year.$47.3$47.3$37.1$24.5$12.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$29.5$20.7$16.8$3.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$41.1$39.3$24.8$14.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$26.6$33.6$41.6$7.96
2018Detailed filing. Detailed filing data is available for this year.$32.5$32.5$37.0$38.2$1.22
2017Detailed filing. Detailed filing data is available for this year.$34.3$34.3$49.0$35.4$13.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$15.4$48.5$48.3$0.28