Civic Intelligence

Bergeson Elementary School Foundation

990 • Fiscal year 2016 • EIN 56-2442420

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileN/A
25302 Rancho Niguel RdLaguna Niguel, CA 92677

(949) 309-9535

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$65,390

Down $27,201 (-29%) from 2015

Net Assets

Down

$44,502

Down $25,716 (-37%) from 2015

Liabilities

Down

$20,888

Down $1,485 (-6.6%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin13th percentile

Revenue

Down

$69,392

Down $99,902 (-59%) from 2015

Expenses

Down

$87,521

Down $65,194 (-43%) from 2015

Net Income

Down

-$18,129

Down $34,708 (-209%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2016

Assets$65,390
Liabilities$20,888
Net Assets$44,502
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

2016

Revenue$69,392
Expenses$87,521
Net Income-$18,129
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$99,222
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
Savings and Temporary Cash Investments-$54,511-
Cap Stk Tr Prin Current Funds$70,218$44,502▼ $25,716
Cash and Non-Interest-Bearing Accounts$91,727$10,361▼ $81,366
Land, Buildings, and Equipment, Net$864$518▼ $346
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$92,591$65,390▼ $27,201
Other Assets Total-$0-
Liabilities
Deferred Revenue$22,373$20,887▼ $1,486
Other Liabilities-$1-
Total Liabilities$22,373$20,888▼ $1,485
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,218$44,502▼ $25,716
Total Liabilities and Net Assets / Fund Balance$92,591$65,390▼ $27,201

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$518$2,482$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Tammy StudtPresident
Nicole QueenCo Secretary
Samatha BaronCo Secretary
Cindy BehrensCo Vice Pres.
Jessica MarucciCo Vice Pres.
Stephanie NormanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,478
Program Service Revenue
$0
Investment Income
$25
Other Revenue
$34,889
All Other Contributions
$13,162
Change in Net Assets
$-18,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,521
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$9$564-$573
Other Expenses$500--$500
Fees for Services Accounting-$500-$500
Depreciation Depletion-$346-$346
Office Expenses-$37-$37
Fees for Services Other-$20-$20
Total Functional Expenses$86,054$1,467$0$87,521
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,719
Fundraising Direct Expenses$29,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$23,586$23,586$5,350$18,236
Bergie Gift Cards Sales$19,074$19,074$19,032$42
Total Events$48,289$48,289$28,409$19,880
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
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

Filer Name
Bergeson Elementary School Foundation
EIN
56-2442420
Phone
9493099535
Address
25302 Rancho Niguel Rd, Laguna Niguel, CA 92677

Signing Officer

Name
Stephanie Norman
Title
Treasurer
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Mellotti & Rasmusson
Address
30092 Ivy Glenn Dr Ste 150, Laguna Niguel, CA 92677-5039
Preparer
Robert D Rasmusson
Phone
9494952622
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer to Mandarin Immersion Program = -$7497”

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0198
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0383140
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt096467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0383140
IRS990ScheduleA/TotalSupportAmt0383338
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0518
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02482
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0518
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028409
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bergie Gift Cards Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048289
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048289
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019880
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05350
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transfer to Mandarin Immersion Program = -$7497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt092591
IRS990/TotalAssetsEOYAmt065390
IRS990/TotalAssetsGrp/BOYAmt092591
IRS990/TotalAssetsGrp/EOYAmt065390
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034478
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01467
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086054
IRS990/TotalFunctionalExpensesGrp/TotalAmt087521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022373
IRS990/TotalLiabilitiesEOYAmt020888
IRS990/TotalLiabilitiesGrp/BOYAmt022373
IRS990/TotalLiabilitiesGrp/EOYAmt020888
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070218
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044502
IRS990/TotalProgramServiceExpensesAmt086054
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069392
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt092591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065390
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Norman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bergeson Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0562442420
ReturnHeader/Filer/PhoneNum09493099535
ReturnHeader/Filer/USAddress/AddressLine1Txt025302 Rancho Niguel Rd
ReturnHeader/Filer/USAddress/CityNm0Laguna Niguel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mellotti & Rasmusson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030092 Ivy Glenn Dr Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Niguel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926775039
ReturnHeader/PreparerPersonGrp/PhoneNum09494952622
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Rasmusson
ReturnHeader/ReturnTs02016-11-14T09:19:10-08:00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,390
Liabilities
$20,888
Net assets
$44,502
Revenue
$69,392
Expenses
$87,521
Net income
-$18,129
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