Civic Intelligence

Math for America San Diego

990EZ • Fiscal year 2020 • EIN 26-3224365

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

Organization Profilemathforamerica.org/sandiego
PO Box 12387La Jolla, CA 92039

(858) 534-3674

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

8th percentile

-103%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-41%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-33%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,184

Down $49,596 (-41%) from 2019

Net Assets

Down

$70,184

Down $49,596 (-41%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$48,021

Down $23,197 (-33%) from 2019

Expenses

Up

$97,617

Up $97,185 (+22497%) from 2019

Net Income

Down

-$49,596

Down $120,382 (-170%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2013: $138,888Liabilities 2013: $0Net Assets 2013: $138,8882013Assets 2014: $143,812Liabilities 2014: $0Net Assets 2014: $143,8122014Assets 2015: $33,108Liabilities 2015: $0Net Assets 2015: $33,1082015Assets 2016: $53,768Liabilities 2016: $0Net Assets 2016: $53,7682016Assets 2017: $126,455Liabilities 2017: $0Net Assets 2017: $126,4552017Assets 2018: $48,994Liabilities 2018: $0Net Assets 2018: $48,9942018Assets 2019: $119,780Liabilities 2019: $0Net Assets 2019: $119,7802019Assets 2020: $70,184Net Assets 2020: $70,1842020Assets 2021: $99,009Net Assets 2021: $99,0092021Assets 2022: $142,036Net Assets 2022: $142,0362022Assets 2023: $114,097Net Assets 2023: $114,0972023Assets 2024: $174,901Liabilities 2024: $0Net Assets 2024: $174,9012024

Highlighted filing

2020

Assets$70,184
Liabilities-
Net Assets$70,184
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2013: $737,7052013Revenue 2014: $339,902Expenses 2014: $334,978Net Income 2014: $4,9242014Revenue 2015: $353,401Expenses 2015: $464,105Net Income 2015: -$110,7042015Revenue 2016: $32,116Expenses 2016: $11,456Net Income 2016: $20,6602016Revenue 2017: $73,637Expenses 2017: $950Net Income 2017: $72,6872017Revenue 2018: $42,437Expenses 2018: $119,898Net Income 2018: -$77,4612018Revenue 2019: $71,218Expenses 2019: $432Net Income 2019: $70,7862019Revenue 2020: $48,021Expenses 2020: $97,617Net Income 2020: -$49,5962020Revenue 2021: $29,322Expenses 2021: $456Net Income 2021: $28,8662021Revenue 2022: $73,097Expenses 2022: $29,696Net Income 2022: $43,4012022Revenue 2023: $87,017Expenses 2023: $115,597Net Income 2023: -$28,5802023Revenue 2024: $320,978Expenses 2024: $260,764Net Income 2024: $60,2142024

Highlighted filing

2020

Revenue$48,021
Expenses$97,617
Net Income-$49,596
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$48,021
Mission and Program Overview

Mission

To provide highly trained, exemplary math teachers dedicated to improving mathematics achievement in secondary schools throughout san diego county.

Math for america san diego seeks to improve the teaching and learning of mathematics in high-need schools in san diego.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING TO UC SAN DIEGO, WHICH ALLOWS FOR TWO SUMMER MATHEMATICS ACADEMIES. 13 TEACHERS AND 107 STUDENTS PARTICIPATED IN THE PROGRAM TO LEARN, GROW, AND ENHANCE MATHEMATICS LEARNING FOR HIGH-NEED STUDENTS.$96,778$96,778
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa CollisPresident-$0--
Hugh MehanVice President-$0--
Brenda HallTreasurer-$0--
Robin BallarinDirector-$0--
Dina BurrowDirector-$0--
Rong-Ji ChenDirector-$0--
Lisa LambDirector-$0--
Abi LeafDirector-$0--
Tina ShinsatoSecretary-$0--
Osvaldo SotoExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Math For America San Diego
EIN
26-3224365
Phone
8585343674
Address
PO Box 12387, La Jolla, CA 92039

Signing Officer

Name
Osvaldo Soto
Title
Executive Director
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
CWDL CPAs
Address
5151 Murphy Canyon Rd Ste 135, San Diego, CA 92123
Preparer
Eric R Gregg CPA
Phone
8585652700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Education | Donee's Name: Regents of the UC San Diego | Donee's Address: 9500 Gilman Drive La Jolla CA 92093 | Relationship of Donee: None | Cash Amount Given: $96778”

Other Expenses.1

“Foundation Expense $687”

Other Expenses.2

“Investment Fees $152”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan millen
IRS990EZ/BooksInCareOfDetail/PhoneNum08585343674
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 12387
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Jolla
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920392387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-49596
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0119780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070184
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt096778
IRS990EZ/GrossReceiptsAmt048021
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03021
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0119780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0119780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070184
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teresa Collis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hugh Mehan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brenda Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robin Ballarin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dina Burrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rong-Ji Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lisa Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Abi Leaf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tina Shinsato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Osvaldo Soto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MATH FOR AMERICA SAN DIEGO SEEKS TO IMPROVE THE TEACHING AND LEARNING OF MATHEMATICS IN HIGH-NEED SCHOOLS IN SAN DIEGO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING TO UC SAN DIEGO, WHICH ALLOWS FOR TWO SUMMER MATHEMATICS ACADEMIES. 13 TEACHERS AND 107 STUDENTS PARTICIPATED IN THE PROGRAM TO LEARN, GROW, AND ENHANCE MATHEMATICS LEARNING FOR HIGH-NEED STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt096778
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt097617
IRS990EZ/TotalProgramServiceExpensesAmt096778
IRS990EZ/TotalRevenueAmt048021
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0mathforamerica.org/sandiego
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0261715
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0116
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05714
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97860
IRS990ScheduleA/PublicSupportPY170Pct00.99370
IRS990ScheduleA/PublicSupportTotal170Amt0261715
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0261715
IRS990ScheduleA/TotalSupportAmt0267429
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Education | Donee's Name: Regents of the UC San Diego | Donee's Address: 9500 Gilman Drive La Jolla CA 92093 | Relationship of Donee: None | Cash Amount Given: $96778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foundation Expense $687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investment Fees $152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Osvaldo Soto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Math For America San Diego
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0263224365
ReturnHeader/Filer/PhoneNum08585343674
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 12387
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092039
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953606498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CWDL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 Murphy Canyon Rd Ste 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum08585652700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric R Gregg CPA
ReturnHeader/ReturnTs02020-11-04T13:29:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,184
Liabilities
-
Net assets
$70,184
Revenue
$48,021
Expenses
$97,617
Net income
-$49,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$3.21$2.61$0.60
2023Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.87$1.16$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.73$0.30$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.29$0.00$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.48$0.98$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.71$0.00$0.71
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.42$1.20$0.77
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.74$0.01$0.73
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.32$0.11$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.53$4.64$1.11
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$3.40$3.35$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$7.38