Skip to content
ProPublica Donate
ProPublica Donate

Bergeson Elementary School Foundation

  • Laguna Niguel, CA
  • Tax-exempt since June 2004
  • EIN: 56-2442420

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$7.05k (2024)

Expenses
$38.7k (2024)

Total Assets
$104k (2024)

Total Liabilities
$19.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,053
Expenses
$38,655
Net Income
-$31,602
Net Assets
$84,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,029
99.7%
Program Services $0
Investment Income $37
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$13
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $103,570
Total Liabilities $19,423
Net Assets $84,147
Compensation
Key Employees and Officers Compensation Related Other
Tara Yuan (Treasurer) $0 $0 $0
Brian Sewell (Secretary) $0 $0 $0
Shirley Han (Media Relations Officer) $0 $0 $0
Janet Yuen (President) $0 $0 $0
Stacey Cartledge (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on March 14, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,120
Expenses
$10,351
Net Income
$33,769
Net Assets
$115,749
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,891
94.9%
Program Services $0
Investment Income $31
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,198
5.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $133,833
Total Liabilities $18,084
Net Assets $115,749
Compensation
Key Employees and Officers Compensation Related Other
Tara Yuan (Treasurer) $0 $0 $0
Brian Sewell (Secretary) $0 $0 $0
Caroline Kong (Media Relations Officer) $0 $0 $0
Jennifer Ervine (President) $0 $0 $0
Jennifer Mouritsen (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,650
Expenses
$39,971
Net Income
-$29,321
Net Assets
$81,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,586
> 100%
Program Services $0
Investment Income $39
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$975
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $111,988
Total Liabilities $30,008
Net Assets $81,980
Compensation
Key Employees and Officers Compensation Related Other
Tara Yuan (Treasurer) $0 $0 $0
Brian Sewell (Secretary) $0 $0 $0
Shirley Han (Media Relations Officer) $0 $0 $0
Janet Yuen (President) $0 $0 $0
Stacey Cartledge (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 6, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,205
Expenses
$8,442
Net Income
$15,763
Net Assets
$111,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,983
95.0%
Program Services $0
Investment Income $17
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,205
5.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $122,706
Total Liabilities $11,405
Net Assets $111,301
Compensation
Key Employees and Officers Compensation Related Other
Ivy Areson (Treasurer) $0 $0 $0
Brian Sewell (Secretary) $0 $0 $0
Jennifer Ervine (President) $0 $0 $0
Stacey Cartledge (Media Relations Officer) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 27, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,849
Expenses
$36,557
Net Income
$2,292
Net Assets
$95,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,586
99.3%
Program Services $0
Investment Income $41
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $222
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $111,930
Total Liabilities $16,392
Net Assets $95,538
Compensation
Key Employees and Officers Compensation Related Other
Janet Yuen (President) $0 $0 $0
Stacey Cartledge (Vice President) $0 $0 $0
Shirley Han (Media Relations Officer) $0 $0 $0
Tara Yuan (Treasurer) $0 $0 $0
Brian Sewell (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 5, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,869
Expenses
$61,349
Net Income
-$4,480
Net Assets
$93,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,794
99.9%
Program Services $0
Investment Income $75
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,122
Total Liabilities $3,876
Net Assets $93,246
Compensation
Key Employees and Officers Compensation Related Other
Janet Yuen (President) $0 $0 $0
Stacey Cartledge (Vice President) $0 $0 $0
Shirley Han (Media Relations Officer) $0 $0 $0
Anthony Lingafelt (Co Treasurer) $0 $0 $0
Tara Yuan (Co Treasurer) $0 $0 $0
Casey Yarosh (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,366
Expenses
$58,876
Net Income
$22,490
Net Assets
$99,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,349
100.0%
Program Services $0
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,172
Total Liabilities $17,947
Net Assets $99,225
Compensation
Key Employees and Officers Compensation Related Other
Janet Yuen (President) $0 $0 $0
Stacey Cartledge (Vice President) $0 $0 $0
Shirley Han (Media Relations Officer) $0 $0 $0
Anthony Lingafelt (Co Treasurer) $0 $0 $0
Tara Yuan (Co Treasurer) $0 $0 $0
Casey Yarosh (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,827
Expenses
$43,801
Net Income
$26,026
Net Assets
$70,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,590
49.5%
Program Services $0
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $35,221
50.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $87,431
Total Liabilities $16,903
Net Assets $70,528
Compensation
Key Employees and Officers Compensation Related Other
Miranda La Barge (President) $0 $0 $0
Nicole Queen (Vice President) $0 $0 $0
Hieu Arpawong (Treasurer) $0 $0 $0
Deana Totaro (Treasurer) $0 $0 $0
Samantha Baron (Secretary) $0 $0 $0
Anna Stehrenberger (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 12, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,392
Expenses
$87,521
Net Income
-$18,129
Net Assets
$44,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,478
49.7%
Program Services $0
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $34,889
50.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,390
Total Liabilities $20,888
Net Assets $44,502
Compensation
Key Employees and Officers Compensation Related Other
Tammy Studt (President) $0 $0 $0
Cindy Behrens (Co Vice Pres.) $0 $0 $0
Jessica Marucci (Co Vice Pres.) $0 $0 $0
Samatha Baron (Co Secretary) $0 $0 $0
Stephanie Norman (Treasurer) $0 $0 $0
Nicole Queen (Co Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,294
Expenses
$152,715
Net Income
$16,579
Net Assets
$70,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $130,328
77.0%
Program Services $0
Investment Income $79
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $38,887
23.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,591
Total Liabilities $22,373
Net Assets $70,218
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Bergeron (President) $0 $0 $0
Sandy Marshall (Co Vice Pres.) $0 $0 $0
Nicole Queen (Co Vice Pres.) $0 $0 $0
N Ikki De Wees (Secretary) $0 $0 $0
Gina Ezell (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,833
Expenses
$175,821
Net Income
$25,012
Net Assets
$227,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,679
35.7%
Program Services $0
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $129,128
64.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $242,644
Total Liabilities $15,509
Net Assets $227,135
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Bergeron (President) $0 $0 $0
Sandy Marshall (Co Vice Pres.) $0 $0 $0
Nicole Queen (Co Vice Pres.) $0 $0 $0
N Ikki De Wees (Secretary) $0 $0 $0
Gina Ezell (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,620
Expenses
$56,799
Net Income
$76,821
Net Assets
$202,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,467
72.2%
Program Services $0
Investment Income $39
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $37,114
27.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $228,290
Total Liabilities $26,167
Net Assets $202,123

Document Links

990
Filed on March 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,542
Expenses
$38,110
Net Income
$42,432
Net Assets
$125,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,175
62.3%
Program Services $0
Investment Income $82
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,285
37.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $145,713
Total Liabilities $20,411
Net Assets $125,302

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,908
Expenses
$35,378
Net Income
$12,530
Net Assets
$80,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,464
32.3%
Program Services $0
Investment Income $84
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,360
67.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,291
Total Liabilities $16,349
Net Assets $80,942

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated