Civic Intelligence

Bergeson Elementary School Foundation

990 • Fiscal year 2023 • EIN 56-2442420

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 27, 2024

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

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

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

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.

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

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

97th percentile

314%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$133,833

Up $21,845 (+20%) from 2022

Net Assets

Up

$115,749

Up $33,769 (+41%) from 2022

Liabilities

Down

$18,084

Down $11,924 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin96th percentile

Revenue

Up

$44,120

Up $33,470 (+314%) from 2022

Expenses

Down

$10,351

Down $29,620 (-74%) from 2022

Net Income

Up

$33,769

Up $63,090 (+215%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$133,833
Liabilities$18,084
Net Assets$115,749
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$44,120
Expenses$10,351
Net Income$33,769
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 27, 2024
Return Version
2022v5.0
Gross Receipts
$45,530
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
Savings and Temporary Cash Investments$91,754$96,455▲ $4,701
Cap Stk Tr Prin Current Funds$93,853$93,853→ $0
Cash and Non-Interest-Bearing Accounts$19,923$37,067▲ $17,144
Rtn Earn Endowment Incm Other Fnds$-11,873$21,896▲ $33,769
Land, Buildings, and Equipment, Net$311$311→ $0
Total Assets$111,988$133,833▲ $21,845
Liabilities
Other Liabilities$19,938--
Deferred Revenue$8,279$18,084▲ $9,805
Accounts Payable and Accrued Expenses$1,791--
Total Liabilities$30,008$18,084▼ $11,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,980$115,749▲ $33,769
Total Liabilities and Net Assets / Fund Balance$111,988$133,833▲ $21,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$311$2,689-
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jennifer ErvinePresident
Jennifer MouritsenVice-president
Caroline KongMedia Relations Officer
Brian SewellSecretary
Tara YuanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,891
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$2,198
Change in Net Assets
$33,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,351
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
Fees for Services Legal-$1,144-$1,144
Office Expenses-$530-$530
Other Expenses$519$2,666-$519
Total Functional Expenses$5,960$4,391$0$10,351
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction----
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-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990 governing body review Part VI line 11

“No review has been performed or will be performed”

Conflict of interest policy compliance Part VI line 12C

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

Form 990 availability to public Part VI line 18

“The form is available to public upon request”

Governing documents etc available to public Part VI line 19

“The documents are not available to public”

Filing and Contact Details

Filer

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

Signing Officer

Name
Brian Sewell
Title
Secretary
Phone
9496431540
Signed
2024-02-27
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
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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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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
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,833
Liabilities
$18,084
Net assets
$115,749
Revenue
$44,120
Expenses
$10,351
Net income
$33,769
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