Civic Intelligence

The Pershing Middle School Foundation

990EZ • Fiscal year 2018 • EIN 33-0733393

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 21, 2019

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

(619) 362-3550

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,208

Up $18,740 (+54%) from 2017

Net Assets

Up

$53,208

Up $18,740 (+54%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$101,398

Down $10,439 (-9.3%) from 2017

Expenses

Down

$82,658

Down $15,212 (-16%) from 2017

Net Income

Up

$18,740

Up $4,773 (+34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2018

Assets$53,208
Liabilities-
Net Assets$53,208
Open 2018 Filing

Operations Trend

Revenue Growth35th 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

2018

Revenue$101,398
Expenses$82,658
Net Income$18,740
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 21, 2019
Return Version
2017v2.2
Gross Receipts
$101,398
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.$59,683-
Band, drama, and student lunch programs.$2,738-
in-class student programs and teacher supplies.$1,796-
Year end activities.$1,624-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda KopSecretaryPT$0--
Luis MarinTreasurerPT$0--
Robyn ThompsonPresident-$0--
Dawn WaltersVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Pershing Middle School Foundation
EIN
33-0733393
Phone
6193623550
Address
8204 San Carlos Drive, San Diego, CA 92119

Signing Officer

Name
Luis Marin
Title
Treasurer
Signed
2019-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Nadalet CPA
Address
9340 Fuerte Drive Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
8588591272
Supplemental Narrative

Additional Explanations

Other Revenue.1

“fbo Pershing ASB $9424”

Other Expenses.1002

“Office Expenses $146”

Other Expenses.1003

“Information Technology $45”

Other Expenses.1012

“Insurance $425”

Other Expenses.1

“Service Program Costs $71445”

Other Expenses.2

“FBO Pershing ASB $10497”

Other Expenses.3

“Taxes & Fees $100”

Raw XML Appendix168 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/PersonNm0Luis Marin
IRS990EZ/BooksInCareOfDetail/PhoneNum06198075638
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08204 San Carlos Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0831
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018740
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034468
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053208
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0101398
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034468
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Kop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Luis Marin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robyn Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawn Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082658
IRS990EZ/OtherRevenueTotalAmt09424
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/ProgramServiceRevenueAmt086903
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Band, drama, and student lunch programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059683
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11796
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21624
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32738
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082658
IRS990EZ/TotalProgramServiceExpensesAmt065841
IRS990EZ/TotalRevenueAmt0101398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0427966
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt010254
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt027282
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0951
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0343
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038830
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91680
IRS990ScheduleA/PublicSupportPY509Pct00.93160
IRS990ScheduleA/PublicSupportTotal509Amt0427966
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075040
IRS990ScheduleA/Total509Grp/TotalAmt0427966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0111837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075383
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0466796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0fbo Pershing ASB $9424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Service Program Costs $71445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FBO Pershing ASB $10497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes & Fees $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Luis Marin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Pershing Middle School Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Pershing Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0330733393
ReturnHeader/Filer/PhoneNum06193623550
ReturnHeader/Filer/USAddress/AddressLine1Txt08204 San Carlos Drive
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472816298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nadalet CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Drive Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum08588591272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-21T18:28:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,208
Liabilities
-
Net assets
$53,208
Revenue
$101,398
Expenses
$82,658
Net income
$18,740
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