Civic Intelligence

Education Foundation at Black Mountain

EIN 06-1703158 • 501(c)3 • San Diego, CA

Profile

To improve learning at Black Mountain Middle School by providing our teachers the technology, equipment and service necessary to help students.

9353 Oviedo StreetSan Diego, CA 92129

educationfoundationatbmms.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

13th percentile

-56%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,229

Down $26,301 (-32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$55,229

Down $26,301 (-32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$47,066

Down $29,129 (-38%) from 2024

Expenses

Up

$73,367

Up $17,009 (+30%) from 2024

Net Income

Down

-$26,301

Down $46,138 (-233%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $26,452Liabilities 2012: $02012Assets 2013: $74,008Liabilities 2013: $02013Assets 2014: $70,139Liabilities 2014: $02014Assets 2015: $65,549Liabilities 2015: $02015Assets 2016: $62,909Liabilities 2016: $02016Assets 2017: $89,696Liabilities 2017: $02017Assets 2018: $63,794Liabilities 2018: $02018Assets 2019: $52,549Liabilities 2019: $02019Assets 2020: $48,040Liabilities 2020: $02020Assets 2021: $154,055Liabilities 2021: $02021Assets 2022: $50,949Liabilities 2022: $0Net Assets 2022: $50,9492022Assets 2023: $61,693Liabilities 2023: $0Net Assets 2023: $61,6932023Assets 2024: $81,530Liabilities 2024: $0Net Assets 2024: $81,5302024Assets 2025: $55,229Net Assets 2025: $55,2292025

Highlighted filing

2025

Assets$55,229
Liabilities-
Net Assets$55,229
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2012: $47,210Expenses 2012: $48,910Net Income 2012: -$1,7002012Revenue 2013: $92,156Expenses 2013: $44,601Net Income 2013: $47,5552013Revenue 2014: $114,251Expenses 2014: $118,120Net Income 2014: -$3,8692014Revenue 2015: $120,574Expenses 2015: $125,164Net Income 2015: -$4,5902015Revenue 2016: $152,917Expenses 2016: $155,557Net Income 2016: -$2,6402016Revenue 2017: $137,507Expenses 2017: $110,721Net Income 2017: $26,7862017Revenue 2018: $124,760Expenses 2018: $150,662Net Income 2018: -$25,9022018Revenue 2019: $152,815Expenses 2019: $164,150Net Income 2019: -$11,3352019Revenue 2020: $162,169Expenses 2020: $166,588Net Income 2020: -$4,4192020Revenue 2021: $143,620Expenses 2021: $37,605Net Income 2021: $106,0152021Revenue 2022: $171,552Expenses 2022: $274,658Net Income 2022: -$103,1062022Revenue 2023: $105,445Expenses 2023: $103,690Net Income 2023: $1,7552023Revenue 2024: $76,195Expenses 2024: $56,358Net Income 2024: $19,8372024Revenue 2025: $47,066Expenses 2025: $73,367Net Income 2025: -$26,3012025

Highlighted filing

2025

Revenue$47,066
Expenses$73,367
Net Income-$26,301
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,229
Liabilities
-
Net assets
$55,229
Revenue
$47,066
Expenses
$73,367
Net income
-$26,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.47$0.73$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.76$0.56$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.05$1.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.72$2.75$1.03
2021Summary only. Only limited summary data is available for this year.$1.54$0.00$1.44$0.38$1.06
2020Summary only. Only limited summary data is available for this year.$0.48$0.00$1.62$1.67$0.04
2019Summary only. Only limited summary data is available for this year.$0.53$0.00$1.53$1.64$0.11
2018Summary only. Only limited summary data is available for this year.$0.64$0.00$1.25$1.51$0.26
2017Summary only. Only limited summary data is available for this year.$0.90$0.00$1.38$1.11$0.27
2016Summary only. Only limited summary data is available for this year.$0.63$0.00$1.53$1.56$0.03
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$1.21$1.25$0.05
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$1.14$1.18$0.04
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.92$0.45$0.48
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.47$0.49$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$55,256
Mission and Program Overview

Mission

To improve learning at Black Mountain Middle School by providing our teachers the technology, equipment and service necessary to help students.

Program Services

DescriptionGrantsExpenses
Support Black Mountain Middle School Academy & Education Program-$47,077
Support Black Mountain Middle School Academic Club Program-$21,887
Support Black Mountain Middle School Technology, Arts and Other Programs-$2,827
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lenore JosephVice President-$0--
Zohir ChowdhuryAuditor-$0--
Rebecca CardosoPresident-$0--
Lucas BaderTreasurer-$0--
Kari MeissnerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Education Foundation at Black Mountain
EIN
06-1703158
Phone
8584841300
Address
9353 Oviedo Street, San Diego, CA 92129

Signing Officer

Name
Lucas Bader
Title
Treasurer
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Laurent CPA APC
Address
16776 Bernardo Center Dr Ste 203, San Diego, CA 92128
Preparer
Cherry R Laurent CPA
Phone
8584874444
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Education and Acad Prog | Donee's Name: Black Mountain Middle School | Donee's Address: 9353 Oviedo St San Diego CA 92129 | Cash Amount Given: $47077”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: Club Support Programs | Donee's Name: Black Mountain Middle School | Donee's Address: 9353 Oviedo Street San Diego CA 92129 | Cash Amount Given: $21887”

Other Expenses.1003

“Information Technology $323”

Other Expenses.1012

“Insurance $155”

Other Expenses.1

“Taxes and Licenses $775”

Other Expenses.3

“Rounding $-1”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06199930380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014218 Sutter Mill Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Poway
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081530
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051624
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26301
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0308
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081530
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055229
IRS990EZ/FundraisingGrossIncomeAmt03631
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071791
IRS990EZ/GrossReceiptsAmt055256
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081530
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081530
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lenore Joseph
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Zohir Chowdhury
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Cardoso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lucas Bader
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kari Meissner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01252
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To improve learning at Black Mountain Middle School by providing our teachers the technology, equipment and service necessary to help students.
IRS990EZ/PrintingPublicationsPostageAmt016
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support Black Mountain Middle School Academy & Education Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support Black Mountain Middle School Academic Club Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support Black Mountain Middle School Technology, Arts and Other Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047077
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121887
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22827
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08190
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4559
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073367
IRS990EZ/TotalProgramServiceExpensesAmt071791
IRS990EZ/TotalRevenueAmt047066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0educationfoundationatbmms.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0061703158
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt071790
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Black Mountain Middle School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt071790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Education and Acad Prog | Donee's Name: Black Mountain Middle School | Donee's Address: 9353 Oviedo St San Diego CA 92129 | Cash Amount Given: $47077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Club Support Programs | Donee's Name: Black Mountain Middle School | Donee's Address: 9353 Oviedo Street San Diego CA 92129 | Cash Amount Given: $21887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes and Licenses $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucas Bader
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATION FOUNDATION AT BLACK MOUNTAIN
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0061703158
ReturnHeader/Filer/PhoneNum08584841300
ReturnHeader/Filer/USAddress/AddressLine1Txt09353 Oviedo Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331649673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cherry Laurent CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016776 Bernardo Center Dr Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584874444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cherry R Laurent CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T13:17:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.