Civic Intelligence

Marian Bergeson Elementary School PTA California Congress

990EZ • Fiscal year 2019 • EIN 33-0270049

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 24, 2019

Refreshing map…

25302 Rancho Niguel RoadLaguna Niguel, CA 92677

(949) 643-1540

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$26,596

Down $5,882 (-18%) from 2018

Net Assets

Down

$26,596

Down $5,882 (-18%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$33,618

Down $3,344 (-9.0%) from 2018

Expenses

Up

$41,577

Up $3,395 (+8.9%) from 2018

Net Income

Down

-$7,959

Down $6,739 (-552%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$26,596
Liabilities-
Net Assets$26,596

Operations Trend

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

2019

Revenue$33,618
Expenses$41,577
Net Income-$7,959
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 24, 2019
Return Version
2018v3.1
Gross Receipts
$109,104
Mission and Program Overview

Mission

Information, advocacy, educational enrichment.

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs-$19,320
School Improvement Program-$14,823
Teacher Supplies and Support-$4,733
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juan AraizaPresident-$0--
Adriane CasesVice President-$0--
Kimberly KnudsonTreasurer-$0--
Ed ArpawongRecording Secretary-$0--
Christina MacAfeeFinancial Secretary-$0--
Lara McRaeHistorian-$0--
Nikki DeWeesParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$54,761$54,761$31,401$23,360
Book Fair$13,137$13,137$8,943$4,194
Total Events$84,302$84,302$69,728$14,574
Filing and Contact Details

Filer

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

Signing Officer

Name
Kimberly Knudson
Title
Treasurer
Phone
9496431540
Signed
2019-10-24
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 77

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

Conferences, conventions, and meetings 965

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

Supplies 723

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

Student Educational Programs 19,320

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

School Improvement and Curriculum Support 14,823

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

Teacher Supplies and Support 4,733

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

PTA Administrative Expenses 936

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

Prior period adjustments and voiding of outstanding checks from prior years. 2,077

Raw XML Appendix202 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 723
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Supplies and Support 4,733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Administrative Expenses 936
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/Filer/PhoneNum09496431540
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ReturnHeader/FilingSecurityInformation/IPTm019:58:46
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ReturnHeader/ReturnTs02019-10-27T01:03:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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