Civic Intelligence

The Pershing Middle School Foundation

990EZ • Fiscal year 2016 • EIN 33-0733393

Sep 01, 2015 to Aug 31, 2016 • Filed on Aug 17, 2017

Organization ProfileN/A
8204 San Carlos DriveSan Diego, CA 92119

(619) 465-3234

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.0%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,501

Down $403 (-1.9%) from 2015

Net Assets

Down

$20,501

Down $403 (-1.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$89,938

Up $2,648 (+3.0%) from 2015

Expenses

Up

$90,341

Up $6,296 (+7.5%) from 2015

Net Income

Down

-$403

Down $3,648 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$150K$100K$50K$0Assets 2010: $8,471Net Assets 2010: $8,4712010Assets 2011: $9,933Liabilities 2011: $0Net Assets 2011: $9,9332011Assets 2012: $4,628Liabilities 2012: $0Net Assets 2012: $4,6282012Assets 2013: $10,059Liabilities 2013: $0Net Assets 2013: $10,0592013Assets 2014: $17,659Liabilities 2014: $0Net Assets 2014: $17,6592014Assets 2015: $20,904Net Assets 2015: $20,9042015Assets 2016: $20,501Net Assets 2016: $20,5012016Assets 2017: $34,468Net Assets 2017: $34,4682017Assets 2018: $53,208Net Assets 2018: $53,2082018Assets 2019: $60,097Net Assets 2019: $60,0972019Assets 2020: $72,673Net Assets 2020: $72,6732020Assets 2021: $68,226Net Assets 2021: $68,2262021Assets 2022: $82,210Net Assets 2022: $82,2102022Assets 2023: $99,344Net Assets 2023: $99,3442023Assets 2024: $116,416Net Assets 2024: $116,4162024Assets 2025: $136,992Net Assets 2025: $136,9922025

Highlighted filing

2016

Assets$20,501
Liabilities-
Net Assets$20,501
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $6,719Expenses 2010: $4,475Net Income 2010: $2,2442010Revenue 2011: $5,800Expenses 2011: $4,338Net Income 2011: $1,4622011Revenue 2012: $73,241Expenses 2012: $78,546Net Income 2012: -$5,3052012Revenue 2013: $79,843Expenses 2013: $74,412Net Income 2013: $5,4312013Revenue 2014: $82,424Expenses 2014: $74,824Net Income 2014: $7,6002014Revenue 2015: $87,290Expenses 2015: $84,045Net Income 2015: $3,2452015Revenue 2016: $89,938Expenses 2016: $90,341Net Income 2016: -$4032016Revenue 2017: $111,837Expenses 2017: $97,870Net Income 2017: $13,9672017Revenue 2018: $101,398Expenses 2018: $82,658Net Income 2018: $18,7402018Revenue 2019: $84,034Expenses 2019: $77,145Net Income 2019: $6,8892019Revenue 2020: $32,179Expenses 2020: $19,603Net Income 2020: $12,5762020Revenue 2021: $633Expenses 2021: $5,080Net Income 2021: -$4,4472021Revenue 2022: $33,878Expenses 2022: $20,725Net Income 2022: $13,1532022Revenue 2023: $46,668Expenses 2023: $28,207Net Income 2023: $18,4612023Revenue 2024: $51,342Expenses 2024: $34,270Net Income 2024: $17,0722024Revenue 2025: $71,617Expenses 2025: $51,315Net Income 2025: $20,3022025

Highlighted filing

2016

Revenue$89,938
Expenses$90,341
Net Income-$403
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Aug 17, 2017
Return Version
2015v3.0
Gross Receipts
$89,938
Mission and Program Overview

Mission

The foudation's purpose is to support the educational and extra-curricular activities of the students and teachers at pershing middle school (san diego, ca).

Program Services

DescriptionGrantsExpenses
assistance provided for pershing middle school's 6th grade camp program.$74,757-
Year end activities.$6,897-
in-class student programs and teacher supplies.$5,350-
Band, drama, and student lunch programs.$1,446-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Agnes SmithPresidentPT$0--
Don ThomasVice President-$0--
Kelly JenksSecretary-$0--
Jamie NelsonTreasurerPT$0--
Carolyn HowardDirector-$0--
Amanda KopDirector-$0--
Robyn ThompsonDirector-$0--
Amy RodgersDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Pershing Middle School Foundation
EIN
33-0733393
Phone
6194653234
Address
8204 San Carlos Drive, San Diego, CA 92119

Signing Officer

Name
Jamie Nelson
Title
Treasurer
Signed
2017-08-17
Discuss with paid preparer
Yes

Preparer

Firm
John Nadalet CPA
Address
7185 Navajo Road Suite J, San Diego, CA 92119
Preparer
John Nadalet CPA MST
Phone
8588591272
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $671”

Other Expenses.1003

“Information Technology $763”

Other Expenses.1012

“Insurance $457”

Other Expenses.1

“Service Program Costs $88450”

Raw XML Appendix178 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mary Agnes Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Thomas
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Carolyn Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amanda Kop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Robyn Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Amy Rodgers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090341
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The foudation's purpose is to support the educational and extra-curricular activities of the students and teachers at pershing middle school (san diego, ca).
IRS990EZ/ProgramServiceRevenueAmt082717
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0assistance provided for pershing middle school's 6th grade camp program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1in-class student programs and teacher supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Year end activities.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074757
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26897
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090341
IRS990EZ/TotalProgramServiceExpensesAmt088450
IRS990EZ/TotalRevenueAmt089938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt089938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075040
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065937
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0845
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03263
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99160
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066782
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0389270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Service Program Costs $88450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReasonableCauseExplanation/ExplanationTxt0The taxpayer needed additional time to find affordable assistance to prepare the tax returns.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Pershing Middle School Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Pershing Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0330733393
ReturnHeader/Filer/PhoneNum06194653234
ReturnHeader/Filer/USAddress/AddressLine1Txt08204 San Carlos Drive
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Nadalet CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07185 Navajo Road Suite J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092119
ReturnHeader/PreparerPersonGrp/PhoneNum08588591272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-17T10:15:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,501
Liabilities
-
Net assets
$20,501
Revenue
$89,938
Expenses
$90,341
Net income
-$403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.72$0.51$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.51$0.34$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.47$0.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.34$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.01$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.32$0.20$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.84$0.77$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.01$0.83$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.12$0.98$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.90$0.90$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.87$0.84$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.82$0.75$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.80$0.74$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.73$0.79$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.06$0.04$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.07$0.04$0.02