Civic Intelligence

Bergeson Elementary School Foundation

990 • Fiscal year 2015 • EIN 56-2442420

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 12, 2016

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

(925) 518-3509

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.24x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$92,591

Down $150,053 (-62%) from 2014

Net Assets

Down

$70,218

Down $156,917 (-69%) from 2014

Liabilities

Up

$22,373

Up $6,864 (+44%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin63rd percentile

Revenue

Down

$169,294

Down $31,539 (-16%) from 2014

Expenses

Down

$152,715

Down $23,106 (-13%) from 2014

Net Income

Down

$16,579

Down $8,433 (-34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2015

Assets$92,591
Liabilities$22,373
Net Assets$70,218
Open 2015 Filing

Operations Trend

Revenue Growth27th 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

2015

Revenue$169,294
Expenses$152,715
Net Income$16,579
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$213,315
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$241,204$91,727▼ $149,477
Cap Stk Tr Prin Current Funds$227,135$70,218▼ $156,917
Land, Buildings, and Equipment, Net$1,440$864▼ $576
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$242,644$92,591▼ $150,053
Other Assets Total-$0-
Liabilities
Deferred Revenue$15,509$22,373▲ $6,864
Total Liabilities$15,509$22,373▲ $6,864
Net Assets / Fund Balance
Total Net Assets Fund Balance$227,135$70,218▼ $156,917
Total Liabilities and Net Assets / Fund Balance$242,644$92,591▼ $150,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$864$2,136$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

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
$130,328
Program Service Revenue
$0
Investment Income
$79
Other Revenue
$38,887
All Other Contributions
$112,097
Change in Net Assets
$16,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,715
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$26,000--$26,000
All Other Expenses$22,026$333-$22,359
Depreciation Depletion-$576-$576
Fees for Services Accounting-$402-$402
Total Functional Expenses$151,404$1,311$0$152,715
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,908
Fundraising Direct Expenses$44,021
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala MIP$42,040$42,040$20,791$21,249
eScrip$14,678$14,678-$14,678
Total Events$76,405$76,405$28,790$47,615
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

Filer Name
Bergeson Elementary School Foundation
EIN
56-2442420
Phone
9255183509
Address
25302 Rancho Niguel Rd, Laguna Niguel, CA 92677

Signing Officer

Name
Gina Ezell
Title
Treasurer
Signed
2016-01-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
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

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

“OTHER PROGRAM SERVICES 4: Instructional Aids OTHER PROGRAM SERVICES 5: Technology OTHER PROGRAM SERVICES 6: Math Program OTHER PROGRAM SERVICES 7: Textbooks OTHER PROGRAM SERVICES 8: Scholastic Activities OTHER PROGRAM SERVICES 9: Teacher Training OTHER PROGRAM SERVICES 10: Program Support OTHER PROGRAM SERVICES 11: Miscellaneous Educational Expense OTHER PROGRAM SERVICES 12: Professional Development OTHER PROGRAM SERVICES 13: MIP -- Operational Expense OTHER PROGRAM SERVICES 14: MIP -- Class Supplies OTHER PROGRAM SERVICES 15: MIP -- Designated Donation”

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

“Bank Service Charges: Column (A) - Total = $303; Column (B) - Program Services = $0; Column (C) - Management & General = $303; Column (D) - Fundraising = $0”

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

“Designated Donation: Column (A) - Total = $500; Column (B) - Program Services = $500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“K-1 Social: Column (A) - Total = $66; Column (B) - Program Services = $66; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MIP -- Bank Service Charges: Column (A) - Total = $30; Column (B) - Program Services = $0; Column (C) - Management & General = $30; Column (D) - Fundraising = $0”

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

“MIP -- Class Supplies: 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

“MIP -- Singapore Math: Column (A) - Total = $1322; Column (B) - Program Services = $1322; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MIP -- Technology: Column (A) - Total = $280; Column (B) - Program Services = $280; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MIP Textbooks: Column (A) - Total = $4215; Column (B) - Program Services = $4215; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MP -- Operational Expenses: Column (A) - Total = $1197; Column (B) - Program Services = $1197; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MP -- Professional Development: Column (A) - Total = $5385; Column (B) - Program Services = $5385; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“School Activities: Column (A) - Total = $8623; Column (B) - Program Services = $8623; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer to Mandarin Immersion Program = -$175000”

Raw XML AppendixShowing 400 of 416 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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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071679
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175821
IRS990/PYOtherRevenueAmt0129128
IRS990/PYRevenuesLessExpensesAmt025012
IRS990/PYTotalExpensesAmt0175821
IRS990/PYTotalRevenueAmt0200833
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016579
IRS990/RegularMonitoringEnfrcInd0false
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/CurrentTaxYearAmt0130328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0363976
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0257
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99890
IRS990ScheduleA/PublicSupportTotal170Amt0363976
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015314
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0363976
IRS990ScheduleA/TotalSupportAmt0364233
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0864
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02136
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0864
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala MIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0eScrip
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076405
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047615
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07999
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020791
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Instructional Aids OTHER PROGRAM SERVICES 5: Technology OTHER PROGRAM SERVICES 6: Math Program OTHER PROGRAM SERVICES 7: Textbooks OTHER PROGRAM SERVICES 8: Scholastic Activities OTHER PROGRAM SERVICES 9: Teacher Training OTHER PROGRAM SERVICES 10: Program Support OTHER PROGRAM SERVICES 11: Miscellaneous Educational Expense OTHER PROGRAM SERVICES 12: Professional Development OTHER PROGRAM SERVICES 13: MIP -- Operational Expense OTHER PROGRAM SERVICES 14: MIP -- Class Supplies OTHER PROGRAM SERVICES 15: MIP -- Designated Donation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Charges: Column (A) - Total = $303; Column (B) - Program Services = $0; Column (C) - Management & General = $303; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Designated Donation: Column (A) - Total = $500; Column (B) - Program Services = $500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5K-1 Social: Column (A) - Total = $66; Column (B) - Program Services = $66; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MIP -- Bank Service Charges: Column (A) - Total = $30; Column (B) - Program Services = $0; Column (C) - Management & General = $30; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MIP -- Class Supplies: Column (A) - Total = $438; Column (B) - Program Services = $438; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MIP -- Singapore Math: Column (A) - Total = $1322; Column (B) - Program Services = $1322; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MIP -- Technology: Column (A) - Total = $280; Column (B) - Program Services = $280; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MIP Textbooks: Column (A) - Total = $4215; Column (B) - Program Services = $4215; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MP -- Operational Expenses: Column (A) - Total = $1197; Column (B) - Program Services = $1197; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MP -- Professional Development: Column (A) - Total = $5385; Column (B) - Program Services = $5385; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13School Activities: Column (A) - Total = $8623; Column (B) - Program Services = $8623; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Transfer to Mandarin Immersion Program = -$175000
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/FormAndLineReferenceDesc14Other 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/TotalAssetsBOYAmt0242644
IRS990/TotalAssetsEOYAmt092591
IRS990/TotalAssetsGrp/BOYAmt0242644
IRS990/TotalAssetsGrp/EOYAmt092591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0130328
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152715
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015509
IRS990/TotalLiabilitiesEOYAmt022373
IRS990/TotalLiabilitiesGrp/BOYAmt015509
IRS990/TotalLiabilitiesGrp/EOYAmt022373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0227135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt070218
IRS990/TotalOtherProgSrvcExpenseAmt048026
IRS990/TotalProgramServiceExpensesAmt0151404
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt079
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169294
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0242644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092591
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Ezell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bergeson Elementary School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0562442420
ReturnHeader/Filer/PhoneNum09255183509

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,591
Liabilities
$22,373
Net assets
$70,218
Revenue
$169,294
Expenses
$152,715
Net income
$16,579
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