Civic Intelligence

Bergeson Elementary School Foundation

EIN 56-2442420 • 501(c)3 • Laguna Niguel, CA

Profile

Bergeson elementary school foundations mission is to generate and provide financial support and enrichment to the schools academic, social and individual developmental curriculums and programs

25302 Rancho Niguel RoadLaguna Niguel, CA 92677

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

314%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$103,570

Down $30,263 (-23%) from 2023

Liabilities

Up

$19,423

Up $1,339 (+7.4%) from 2023

Net Assets

Down

$84,147

Down $31,602 (-27%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin95th percentile

Revenue

Down

$7,053

Down $37,067 (-84%) from 2023

Expenses

Up

$38,655

Up $28,304 (+273%) from 2023

Net Income

Down

-$31,602

Down $65,371 (-194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$300K$200K$100K$0Assets 2011: $97,291Liabilities 2011: $16,349Net Assets 2011: $80,9422011Assets 2012: $145,713Liabilities 2012: $20,411Net Assets 2012: $125,3022012Assets 2013: $228,290Liabilities 2013: $26,167Net Assets 2013: $202,1232013Assets 2014: $242,644Liabilities 2014: $15,509Net Assets 2014: $227,1352014Assets 2015: $92,591Liabilities 2015: $22,373Net Assets 2015: $70,2182015Assets 2016: $65,390Liabilities 2016: $20,888Net Assets 2016: $44,5022016Assets 2017: $87,431Liabilities 2017: $16,903Net Assets 2017: $70,5282017Assets 2018: $117,172Liabilities 2018: $17,947Net Assets 2018: $99,2252018Assets 2019: $97,122Liabilities 2019: $3,876Net Assets 2019: $93,2462019Assets 2020: $111,930Liabilities 2020: $16,392Net Assets 2020: $95,5382020Assets 2021: $122,706Liabilities 2021: $11,405Net Assets 2021: $111,3012021Assets 2022: $111,988Liabilities 2022: $30,008Net Assets 2022: $81,9802022Assets 2023: $133,833Liabilities 2023: $18,084Net Assets 2023: $115,7492023Assets 2024: $103,570Liabilities 2024: $19,423Net Assets 2024: $84,1472024

Highlighted filing

2024

Assets$103,570
Liabilities$19,423
Net Assets$84,147
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $47,908Expenses 2011: $35,378Net Income 2011: $12,5302011Revenue 2012: $80,542Expenses 2012: $38,110Net Income 2012: $42,4322012Expenses 2013: $56,7992013Revenue 2014: $200,833Expenses 2014: $175,821Net Income 2014: $25,0122014Revenue 2015: $169,294Expenses 2015: $152,715Net Income 2015: $16,5792015Revenue 2016: $69,392Expenses 2016: $87,521Net Income 2016: -$18,1292016Revenue 2017: $69,827Expenses 2017: $43,801Net Income 2017: $26,0262017Revenue 2018: $81,366Expenses 2018: $58,876Net Income 2018: $22,4902018Revenue 2019: $56,869Expenses 2019: $61,349Net Income 2019: -$4,4802019Revenue 2020: $38,849Expenses 2020: $36,557Net Income 2020: $2,2922020Revenue 2021: $24,205Expenses 2021: $8,442Net Income 2021: $15,7632021Revenue 2022: $10,650Expenses 2022: $39,971Net Income 2022: -$29,3212022Revenue 2023: $44,120Expenses 2023: $10,351Net Income 2023: $33,7692023Revenue 2024: $7,053Expenses 2024: $38,655Net Income 2024: -$31,6022024

Highlighted filing

2024

Revenue$7,053
Expenses$38,655
Net Income-$31,602
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$103,570
Liabilities
$19,423
Net assets
$84,147
Revenue
$7,053
Expenses
$38,655
Net income
-$31,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.19$0.84$0.07$0.39$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.18$1.16$0.44$0.10$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.30$0.82$0.11$0.40$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.11$1.11$0.24$0.08$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.16$0.96$0.39$0.37$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.04$0.93$0.57$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.18$0.99$0.81$0.59$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.17$0.71$0.70$0.44$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.21$0.45$0.69$0.88$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.22$0.70$1.69$1.53$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.16$2.27$2.01$1.76$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.26$2.02$0.57
2012Summary only. Only limited summary data is available for this year.$1.46$0.20$1.25$0.81$0.38$0.42
2011Summary only. Only limited summary data is available for this year.$0.97$0.16$0.81$0.48$0.35$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$7,066
Mission and Program Overview

Mission

Bergeson elementary school foundation's mission is to generate and provide financial support and enrichment to the school's academic, social, and individual developmental curriculums and programs.

Bergeson elementary school foundations mission is to generate and provide financial support and enrichment to the schools academic, social and individual developmental curriculums and programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$93,853$93,853→ $0
Savings and Temporary Cash Investments$96,455$90,030▼ $6,425
Cash and Non-Interest-Bearing Accounts$37,067$13,229▼ $23,838
Land, Buildings, and Equipment, Net$311$311→ $0
Rtn Earn Endowment Incm Other Fnds$21,896$-9,706▼ $31,602
Total Assets$133,833$103,570▼ $30,263
Liabilities
Deferred Revenue$18,084$19,423▲ $1,339
Total Liabilities$18,084$19,423▲ $1,339
Net Assets / Fund Balance
Total Net Assets Fund Balance$115,749$84,147▼ $31,602
Total Liabilities and Net Assets / Fund Balance$133,833$103,570▼ $30,263

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$311$2,689-
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Janet YuenPresident
Stacey CartledgeVice-president
Shirley HanMedia Relations Officer
Brian SewellSecretary
Tara YuanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,029
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$-13
All Other Contributions
$6,049
Change in Net Assets
$-31,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$30,813$5,499-$5,499
Fees for Services Other-$724-$724
Office Expenses-$720-$720
Fees for Services Legal-$550-$550
Advertising-$210-$210
Fees for Services Management-$139-$139
Total Functional Expenses$30,813$7,842$0$38,655
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“No review has been performed or will be performed”

Conflict of interest policy compliance Part VI line 12C

“The foundation has a conflict of interest policy in place.”

Form 990 availability to public Part VI line 18

“The form is available to public upon request”

Governing documents etc available to public Part VI line 19

“The documents are not available to public”

Filing and Contact Details

Filer

Filer Name
Bergeson Elementary School Foundation
EIN
56-2442420
Address
25302 RANCHO NIGUEL ROAD, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Jennifer Ervine
Title
Treasurer
Phone
9496431540
Signed
2025-02-12
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
0

Preparer

Firm
Ankit Consulting Services Inc
Address
30211 Ave de las Banderas Ste 200, Rch Sta Marg, CA 92688
Preparer
Ankit Jain
Phone
9496833034
Raw XML Appendix325 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/ExplanationTxt0NO REVIEW HAS BEEN PERFORMED OR WILL BE PERFORMED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE NOT AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/ReturnTs02025-03-13T23:24:48-04:00
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