Civic Intelligence

Bergeson Elementary School Foundation

990 • Fiscal year 2022 • EIN 56-2442420

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 20, 2022

Organization ProfileN/A
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

86th percentile

0.27x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

2.82x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-275%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.7%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$111,988

Down $10,718 (-8.7%) from 2021

Net Assets

Down

$81,980

Down $29,321 (-26%) from 2021

Liabilities

Up

$30,008

Up $18,603 (+163%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$10,650

Down $13,555 (-56%) from 2021

Expenses

Up

$39,971

Up $31,529 (+373%) from 2021

Net Income

Down

-$29,321

Down $45,084 (-286%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2022

Assets$111,988
Liabilities$30,008
Net Assets$81,980
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$10,650
Expenses$39,971
Net Income-$29,321
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 20, 2022
Return Version
2021v4.2
Gross Receipts
$11,625
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$91,715$91,754▲ $39
Cash and Non-Interest-Bearing Accounts$30,680$19,923▼ $10,757
Land, Buildings, and Equipment, Net$311$311→ $0
Rtn Earn Endowment Incm Other Fnds$17,448$-11,873▼ $29,321
Total Assets$122,706$111,988▼ $10,718
Liabilities
Other Liabilities-$19,938-
Deferred Revenue$9,905$8,279▼ $1,626
Accounts Payable and Accrued Expenses$1,500$1,791▲ $291
Total Liabilities$11,405$30,008▲ $18,603
Net Assets / Fund Balance
Total Net Assets Fund Balance$111,301$81,980▼ $29,321
Total Liabilities and Net Assets / Fund Balance$122,706$111,988▼ $10,718

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$311$2,689-
Compensation and Service Providers
Top Officer Pay78th 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
$11,586
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$-975
Change in Net Assets
$-29,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,971
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$38,349$1,230-$1,230
Office Expenses-$385-$385
Total Functional Expenses$38,349$1,622$0$39,971
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Venmo Payable$19,938
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Brian Sewell
Title
Secretary
Phone
9496431540
Signed
2022-11-20
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 Appendix327 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01791
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0BERGESON ELEMENTARY SCHOOL FOUNDATIONS MISSION IS TO GENERATE AND PROVIDE FINANCIAL SUPPORT AND ENRICHMENT TO THE SCHOOLS ACADEMIC, SOCIAL AND INDIVIDUAL DEVELOPMENTAL CURRICULUMS AND PROGRAMS
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0TARA YUAN
IRS990/BooksInCareOfDetail/PhoneNum09496431540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025302 RANCHO NIGUEL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAGUNA NIGUEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt093853
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt093853
IRS990/CashNonInterestBearingGrp/BOYAmt030680
IRS990/CashNonInterestBearingGrp/EOYAmt019923
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0975
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011586
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt039
IRS990/CYOtherExpensesAmt039971
IRS990/CYOtherRevenueAmt0-975
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-29321
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt039971
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010650
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt09905
IRS990/DeferredRevenueGrp/EOYAmt08279
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOOL ACTIVITIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt038349
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt012.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0TARA YUAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN SEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2SHIRLEY HAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JANET YUEN
IRS990/Form990PartVIISectionAGrp/PersonNm4STACEY CARTLEDGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEDIA RELATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt011625
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt039
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02689
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0311
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0311
IRS990/LandBldgEquipCostOrOtherBssAmt03000
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt011586
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BERGESON ELEMENTARY SCHOOL FOUNDATIONS MISSION IS TO GENERATE AND PROVIDE FINANCIAL SUPPORT AND ENRICHMENT TO THE SCHOOLS ACADEMIC, SOCIAL AND INDIVIDUAL DEVELOPMENTAL CURRICULUMS AND PROGRAMS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0111301
IRS990/NetAssetsOrFundBalancesEOYAmt081980
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-975
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-975
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0385
IRS990/OfficeExpensesGrp/TotalAmt0385
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1PAYPAL FEES
IRS990/OtherExpensesGrp/Desc2MISC EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11230
IRS990/OtherExpensesGrp/ProgramServicesAmt038349
IRS990/OtherExpensesGrp/TotalAmt038349
IRS990/OtherExpensesGrp/TotalAmt17
IRS990/OtherExpensesGrp/TotalAmt21230
IRS990/OtherLiabilitiesGrp/EOYAmt019938
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022983
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt08442
IRS990/PYOtherRevenueAmt01205
IRS990/PYRevenuesLessExpensesAmt015763
IRS990/PYTotalExpensesAmt08442
IRS990/PYTotalRevenueAmt024205
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-29321
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017448
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-11873
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0159726
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0189
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02180
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0222
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02402
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98400
IRS990ScheduleA/PublicSupportPY170Pct00.98390
IRS990ScheduleA/PublicSupportTotal170Amt0159726
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045844
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0159726
IRS990ScheduleA/TotalSupportAmt0162317
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0311
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02689
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VENMO PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0311
IRS990ScheduleD/TotalLiabilityAmt019938
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0122706
IRS990/TotalAssetsEOYAmt0111988
IRS990/TotalAssetsGrp/BOYAmt0122706
IRS990/TotalAssetsGrp/EOYAmt0111988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011586
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01622
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038349
IRS990/TotalFunctionalExpensesGrp/TotalAmt039971
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011405
IRS990/TotalLiabilitiesEOYAmt030008
IRS990/TotalLiabilitiesGrp/BOYAmt011405
IRS990/TotalLiabilitiesGrp/EOYAmt030008
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0111301
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt081980
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt038349
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010650
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111988
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SEWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09496431540
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGESON ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0562442420
ReturnHeader/Filer/USAddress/AddressLine1Txt025302 RANCHO NIGUEL ROAD
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203109685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ankit Consulting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030211 Ave de las Banderas Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rch Sta Marg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092688
ReturnHeader/PreparerPersonGrp/PhoneNum09496833034
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ankit Jain
ReturnHeader/ReturnTs02022-12-06T11:25:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEWELL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,988
Liabilities
$30,008
Net assets
$81,980
Revenue
$10,650
Expenses
$39,971
Net income
-$29,321
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