Civic Intelligence

National Forum to Accelerate Middle Grades Reform

EIN 20-1868843 • 501(c)3 • Irvine, CA

View Organization Page

Profile

Foster Excellence in Education for Emerg

8583 Irvine Center Drive Suite 45Irvine, CA 92618

www.middlegradesforum.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$50,563

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 66.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-26%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$69,703

Down $24,611 (-26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$69,703

Down $24,611 (-26%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Down

$76,631

Down $22,259 (-23%) from 2023

Expenses

Down

$91,114

Down $2,229 (-2.4%) from 2023

Net Income

Down

-$14,483

Down $20,030 (-361%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,112,696Liabilities 2010: $28,244Net Assets 2010: $1,084,4522010Assets 2011: $611,275Liabilities 2011: $476,973Net Assets 2011: $134,3022011Assets 2012: $493,246Liabilities 2012: $392,505Net Assets 2012: $100,7412012Assets 2013: $542,093Liabilities 2013: $434,898Net Assets 2013: $107,1952013Assets 2014: $480,211Liabilities 2014: $360,218Net Assets 2014: $119,9932014Assets 2015: $543,136Liabilities 2015: $379,791Net Assets 2015: $163,3452015Assets 2016: $683,995Liabilities 2016: $516,944Net Assets 2016: $167,0512016Assets 2017: $682,258Liabilities 2017: $507,814Net Assets 2017: $174,4442017Assets 2018: $464,615Liabilities 2018: $254,452Net Assets 2018: $210,1632018Assets 2019: $218,522Liabilities 2019: $92,429Net Assets 2019: $126,0932019Assets 2020: $62,518Liabilities 2020: $68,624Net Assets 2020: -$6,1062020Assets 2021: $81,062Liabilities 2021: $33,672Net Assets 2021: $47,3902021Assets 2022: $104,459Liabilities 2022: $33,672Net Assets 2022: $70,7872022Assets 2023: $94,314Liabilities 2023: $0Net Assets 2023: $94,3142023Assets 2024: $69,703Liabilities 2024: $0Net Assets 2024: $69,7032024

Highlighted filing

2024

Assets$69,703
Liabilities$0
Net Assets$69,703
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $487,1002010Expenses 2011: $1,316,3562011Expenses 2012: $1,598,7042012Revenue 2013: $1,748,550Expenses 2013: $1,742,096Net Income 2013: $6,4542013Revenue 2014: $1,840,181Expenses 2014: $1,827,383Net Income 2014: $12,7982014Revenue 2015: $1,659,390Expenses 2015: $1,616,038Net Income 2015: $43,3522015Revenue 2016: $2,322,595Expenses 2016: $2,318,889Net Income 2016: $3,7062016Revenue 2017: $3,107,983Expenses 2017: $3,100,590Net Income 2017: $7,3932017Revenue 2018: $2,294,750Expenses 2018: $2,259,031Net Income 2018: $35,7192018Revenue 2019: $1,218,135Expenses 2019: $1,302,205Net Income 2019: -$84,0702019Revenue 2020: $112,079Expenses 2020: $244,278Net Income 2020: -$132,1992020Revenue 2021: $88,405Expenses 2021: $34,909Net Income 2021: $53,4962021Revenue 2022: $97,923Expenses 2022: $74,526Net Income 2022: $23,3972022Revenue 2023: $98,890Expenses 2023: $93,343Net Income 2023: $5,5472023Revenue 2024: $76,631Expenses 2024: $91,114Net Income 2024: -$14,4832024

Highlighted filing

2024

Revenue$76,631
Expenses$91,114
Net Income-$14,483
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,703
Liabilities
$0
Net assets
$69,703
Revenue
$76,631
Expenses
$91,114
Net income
-$14,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.07$0.10$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.03$0.05$0.09$0.03$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.07$0.01$0.11$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.09$0.13$1.22$1.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.25$0.21$2.29$2.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.51$0.17$3.11$3.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.52$0.17$2.32$2.32$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.38$0.16$1.66$1.62$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.36$0.12$1.84$1.83$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.43$0.11$1.75$1.74$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.39$0.10$1.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.48$0.13$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.03$1.08$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.2
Gross Receipts
$79,839
Mission and Program Overview

Mission

Foster Excellence in Education for Emerg

Program Services

DescriptionGrantsExpenses
Provide competitive grants to applicants with a record of improving student achievement and attainment in order to expand the implimentation of, and investment in, innovative pract-$0
Conferences and meetings provide networking opportunities for members-$0
Publications keep members informed regarding matters of interest to middle school educators-$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy PerryExecutive DirectorPT$50,563-$50,563
Martinrez KedzioraPresidentPT$0--
Leti MenchacaAdvocate ChairPT$0--
Cathy TomonPresident-ElectPT$0--
David VromanFidelity Committee ChairPT$0--
Ran BarnesMiddle-Grade PractitionerPT$0--
David McdonaldTreasurerPT$0--
Scott SteeleStw DirectorPT$0--
Winton BuddingtonTrustee-At-Large-$0--
Lekia JonesTrustee-At-Large-$0--
Mychael WillonTrustee-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
National Forum To Accelerate Middle Grades Reform
EIN
20-1868843
In Care Of
% Cathy Perry
Phone
8003261880
Address
8583 Irvine Center Drive Suite 45, Irvine, CA 92618

Signing Officer

Name
Cathy Perry
Title
Executive Director
Phone
8003261880
Signed
2025-04-15
Discuss with paid preparer
No

Preparer

Firm
Coopers Accounting Service LP
Address
4300 Long Beach Blvd STE 350, Long Beach, CA 90807
Preparer
Steven D Cooper
Phone
5624362600
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOther income 1”

Description of other expenses Part I line 16

“Description AmountMiscellaneous expense 818Marketing/social media 3,500Internet/web hosting 3,350Supplies 1,966Bank fees 125Insurance 3,330Travel 6,368Meeting expense 457State Stipends 8,000Awards 119”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior year adjustment (10,128)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts receivable 0 68,482”

Raw XML Appendix220 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/PersonNm0Cathy Perry
IRS990EZ/BooksInCareOfDetail/PhoneNum07143568911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08583 Irvine Center Dr Suite 45
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094314
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075679
IRS990EZ/CostOfGoodsSoldAmt03208
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14483
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt057969
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094314
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1019
IRS990EZ/GrossReceiptsAmt079839
IRS990EZ/GrossSalesOfInventoryAmt02189
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01970
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069703
IRS990EZ/OccupancyRentUtltsAndMaintAmt05112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt050563
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cathy Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Martinrez Kedziora
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leti Menchaca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cathy Tomon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Vroman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ran Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6David Mcdonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Scott Steele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Winton Buddington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lekia Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mychael Willon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Advocate Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fidelity Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Middle-Grade Practitioner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STW Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee-At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee-At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee-At-Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt068482
IRS990EZ/OtherChangesInNetAssetsAmt0-10128
IRS990EZ/OtherExpensesTotalAmt028033
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster Excellence in Education for Emerg
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide competitive grants to applicants with a record of improving student achievement and attainment in order to expand the implimentation of, and investment in, innovative pract
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Conferences and meetings provide networking opportunities for members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Publications keep members informed regarding matters of interest to middle school educators
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091114
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076631
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.middlegradesforum.org
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03883
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010659
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014542
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther income 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior year adjustment (10,128)
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08003261880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Forum To Accelerate Middle Grades Reform
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0201868843
ReturnHeader/Filer/InCareOfNm0% Cathy Perry
ReturnHeader/Filer/PhoneNum08003261880
ReturnHeader/Filer/USAddress/AddressLine1Txt08583 Irvine Center Drive Suite 45
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710871952
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 Long Beach Blvd STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090807
ReturnHeader/PreparerPersonGrp/PhoneNum05624362600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D COOPER
ReturnHeader/ReturnTs02025-11-12T10:58:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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