Nonprofit · EIN 56-2442420
BERGESON ELEMENTARY SCHOOL FOUNDATION
Tax-exempt · LAGUNA NIGUEL, CA 92677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,565 | $25,732 | -$14,167 | $113,212 | $43,232 | $69,980 |
| June 30, 2024 | 990 | $7,053 | $38,655 | -$31,602 | $103,570 | $19,423 | $84,147 |
| June 30, 2023 | 990 | $44,120 | $10,351 | $33,769 | $133,833 | $18,084 | $115,749 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,540
- Program service revenue
- $0
- Investment income
- $25
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $525
- Program services (functional)
- $22,396
- Management and general (functional)
- $3,336
Balance sheet and other
- Total assets, start of year
- $103,570
- Total assets, end of year
- $113,212
- Total liabilities, end of year
- $43,232
- Net assets, end of year
- $69,980
- Land, buildings and equipment
- $311
- Gross receipts
- $11,565
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKHYUN YOO | PRESIDENT Officer | 15 | $0 |
| STACEY CARTLEDGE | VICE-PRESIDENT Officer | 10 | $0 |
| SHIRLEY HAN | MEDIA RELATIONS OFFICER Officer | 4 | $0 |
| TARA YUAN | TREASURER Officer | 12 | $0 |
| BRIAN SEWELL | SECRETARY Officer | 4 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARA YUAN | TREASURER Officer | 12 | $0 |
| BRIAN SEWELL | SECRETARY Officer | 4 | $0 |
| SHIRLEY HAN | MEDIA RELATIONS OFFICER Officer | 4 | $0 |
| JANET YUEN | PRESIDENT Officer | 15 | $0 |
| STACEY CARTLEDGE | VICE-PRESIDENT Officer | 10 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARA YUAN | TREASURER Officer | 12 | $0 |
| BRIAN SEWELL | SECRETARY Officer | 4 | $0 |
| CAROLINE KONG | MEDIA RELATIONS OFFICER Officer | 4 | $0 |
| JENNIFER ERVINE | PRESIDENT Officer | 15 | $0 |
| JENNIFER MOURITSEN | VICE-PRESIDENT Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 25302 RANCHO NIGUEL RD, LAGUNA NIGUEL, CA 92677-7300
- In care of
- % BOKHYUN YOO
- Signed the 990
- BOKHYUN YOO, PRESIDENT
- Phone
- (949) 643-1540
- Return prepared by
- Ankit Consulting Services inc
California records
California keeps its own records of charities and corporations. Search them by EIN 56-2442420 or by the name BERGESON ELEMENTARY SCHOOL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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
Program accomplishments
- SCHOOL ACTIVITIESExpenses $22,396
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2442420
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $113,212
- Income (IRS master file)
- $11,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,565 | $25,732 | $113,212 | IRS |
| 990 | June 2024 | $7,053 | $38,655 | $103,570 | XML |
| 990 | June 2023 | $44,120 | $10,351 | $133,833 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2442420).
Questions about BERGESON ELEMENTARY SCHOOL FOUNDATION
- What is the EIN of BERGESON ELEMENTARY SCHOOL FOUNDATION?
- The employer identification number (EIN) of BERGESON ELEMENTARY SCHOOL FOUNDATION is 56-2442420.
- Is BERGESON ELEMENTARY SCHOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BERGESON ELEMENTARY SCHOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERGESON ELEMENTARY SCHOOL FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BERGESON ELEMENTARY SCHOOL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERGESON ELEMENTARY SCHOOL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of BERGESON ELEMENTARY SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BERGESON ELEMENTARY SCHOOL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,565, expenses of $25,732 and total assets of $113,212 at year end.
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