Civic Intelligence

Bergeson Elementary School Foundation

990 • Fiscal year 2014 • EIN 56-2442420

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

25302 Rancho Niguel Rd92677

(925) 518-3509

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.08x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$242,644

Up $14,354 (+6.3%) from 2013

Net Assets

Up

$227,135

Up $25,012 (+12%) from 2013

Liabilities

Down

$15,509

Down $10,658 (-41%) from 2013

Revenue

$200,833

No earlier filing loaded for comparison.

Expenses

Up

$175,821

Up $119,022 (+210%) from 2013

Net Income

$25,012

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$242,644
Liabilities$15,509
Net Assets$227,135

Operations Trend

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

2014

Revenue$200,833
Expenses$175,821
Net Income$25,012
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$238,267
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 Foundation's mission is to generate and provide financial support and enrichment to the school's academic, social and individual developmental curriculums and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$225,890$241,204▲ $15,314
Cap Stk Tr Prin Current Funds$202,123$227,135▲ $25,012
Land, Buildings, and Equipment, Net$2,400$1,440▼ $960
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$228,290$242,644▲ $14,354
Other Assets Total-$0-
Liabilities
Deferred Revenue$26,167$15,509▼ $10,658
Total Liabilities$26,167$15,509▼ $10,658
Net Assets / Fund Balance
Total Net Assets Fund Balance$202,123$227,135▲ $25,012
Total Liabilities and Net Assets / Fund Balance$228,290$242,644▲ $14,354

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,440$1,560$3,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer BergeronPresident
Nicole QueenCo Vice Pres.
Sandy MarshallCo Vice Pres.
NIkki DeWeesSecretary
Gina EzellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,679
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$129,128
All Other Contributions
$56,506
Change in Net Assets
$25,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,821
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
All Other Expenses$52,962$274-$53,236
Other Expenses$22,000--$22,000
Depreciation Depletion-$960-$960
Fees for Services Accounting-$325-$325
Total Functional Expenses$174,262$1,559$0$175,821
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$166,562
Fundraising Direct Expenses$37,434
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$93,581$93,581-$93,581
Event 2$29,435$29,435$33,163$-3,728
Total Events$153,187$153,187$33,281$119,906
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

EIN
56-2442420
Phone
9255183509

Signing Officer

Name
Gina Ezell
Title
Treasurer
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
0

Preparer

Preparer
Robert D Rasmusson
Phone
9494952622
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Instructional Aids OTHER PROGRAM SERVICES 6: Technology OTHER PROGRAM SERVICES 7: Math Program OTHER PROGRAM SERVICES 8: Textbooks OTHER PROGRAM SERVICES 9: Scholastic OTHER PROGRAM SERVICES 10: Teacher Training OTHER PROGRAM SERVICES 11: Program Support OTHER PROGRAM SERVICES 12: Miscellaneous Educational Expense

Form 990, Part IX, Line 24E: Other Expenses

Chinese Textbooks - MIP: Column (A) - Total = $13309; Column (B) - Program Services = $13309; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Classroom Supplies -- MIP: Column (A) - Total = $438; Column (B) - Program Services = $438; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

K-1 Social: Column (A) - Total = $614; Column (B) - Program Services = $614; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous: Column (A) - Total = $118; Column (B) - Program Services = $0; Column (C) - Management & General = $118; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous: Column (A) - Total = $426; Column (B) - Program Services = $426; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Professional Development-MIP: Column (A) - Total = $1384; Column (B) - Program Services = $1384; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Scholastic: Column (A) - Total = $5012; Column (B) - Program Services = $5012; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

School Activities: Column (A) - Total = $130; Column (B) - Program Services = $130; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Singapore Math -- MIP: Column (A) - Total = $11516; Column (B) - Program Services = $11516; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Raffle Reimbursements: Column (A) - Total = $271; Column (B) - Program Services = $271; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Training: Column (A) - Total = $2200; Column (B) - Program Services = $2200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Technology Programs -- MIP: Column (A) - Total = $17662; Column (B) - Program Services = $17662; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Web Site: Column (A) - Total = $156; Column (B) - Program Services = $0; Column (C) - Management & General = $156; Column (D) - Fundraising = $0

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0266773
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0295
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99890
IRS990ScheduleA/PublicSupportTotal170Amt0266773
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033125
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0266773
IRS990ScheduleA/TotalSupportAmt0267068
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01440
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01560
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01440
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt093581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0153187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt093581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0153187
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Gala MIP
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Bergie Gift Cards Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0119906
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0118
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033281
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Instructional Aids OTHER PROGRAM SERVICES 6: Technology OTHER PROGRAM SERVICES 7: Math Program OTHER PROGRAM SERVICES 8: Textbooks OTHER PROGRAM SERVICES 9: Scholastic OTHER PROGRAM SERVICES 10: Teacher Training OTHER PROGRAM SERVICES 11: Program Support OTHER PROGRAM SERVICES 12: Miscellaneous Educational Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chinese Textbooks - MIP: Column (A) - Total = $13309; Column (B) - Program Services = $13309; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Supplies -- MIP: Column (A) - Total = $438; Column (B) - Program Services = $438; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5K-1 Social: Column (A) - Total = $614; Column (B) - Program Services = $614; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous: Column (A) - Total = $118; Column (B) - Program Services = $0; Column (C) - Management & General = $118; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous: Column (A) - Total = $426; Column (B) - Program Services = $426; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional Development-MIP: Column (A) - Total = $1384; Column (B) - Program Services = $1384; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholastic: Column (A) - Total = $5012; Column (B) - Program Services = $5012; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Activities: Column (A) - Total = $130; Column (B) - Program Services = $130; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Singapore Math -- MIP: Column (A) - Total = $11516; Column (B) - Program Services = $11516; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher Raffle Reimbursements: Column (A) - Total = $271; Column (B) - Program Services = $271; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Teacher Training: Column (A) - Total = $2200; Column (B) - Program Services = $2200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Technology Programs -- MIP: Column (A) - Total = $17662; Column (B) - Program Services = $17662; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Web Site: Column (A) - Total = $156; Column (B) - Program Services = $0; Column (C) - Management & General = $156; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0228290
IRS990/TotalAssetsEOYAmt0242644
IRS990/TotalAssetsGrp/BOYAmt0228290
IRS990/TotalAssetsGrp/EOYAmt0242644
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt071679
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01559
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0174262
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175821
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026167
IRS990/TotalLiabilitiesEOYAmt015509
IRS990/TotalLiabilitiesGrp/BOYAmt026167
IRS990/TotalLiabilitiesGrp/EOYAmt015509
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0202123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227135
IRS990/TotalOtherProgSrvcExpenseAmt074962
IRS990/TotalProgramServiceExpensesAmt0174262
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200833
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0228290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0242644
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Ezell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Bergeson Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0562442420
ReturnHeader/Filer/PhoneNum09255183509
ReturnHeader/Filer/USAddress/AddressLine1025302 Rancho Niguel Rd
ReturnHeader/Filer/USAddress/City0Laguna Niguel
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mellotti & Rasmusson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1030092 Ivy Glenn Dr Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Laguna Niguel

Document Assets

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Filings

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