Marian Bergeson Elementary School PTA California Congress
Nonprofit profile at a glance
- EIN
- 330270049
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Laguna Niguel, CA, USA
- Phone
- 9496431540
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $70,561
- Expenses
- $52,227
- Assets
- $74,522
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Brian Sewell (President)
- Mary Baldwin (Vice President)
People named in this filing
- Brian Sewell (President)
- Mary Baldwin (Vice President)
- Quyen Lee (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Information, advocacy, educational enrichment.
What it reported doing in 2024
Student Educational Enrichment Drama Dawg Programs Funding
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 100
- Sustainability: 60
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 64.9%; rating input score 65
- Program expense ratio: 87.6%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 26%; rating input score 78; 78th percentile among comparable filings
- Total-asset coverage ratio: 1.43; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -1% per year; rating input score 0; 45th percentile among comparable filings
- Revenue growth: 1.9% per year; rating input score 100; 60th percentile among comparable filings
- Asset growth: 10.2% per year; rating input score 100; 73rd percentile among comparable filings
Details
- Where the money goes: 64.9% of revenue deployed · 87.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $46K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 4 filed schedules
- Filing history: 9 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.