Civic Intelligence

The Pershing Middle School Foundation

990EZ • Fiscal year 2019 • EIN 33-0733393

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 24, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,097

Up $6,889 (+13%) from 2018

Net Assets

Up

$60,097

Up $6,889 (+13%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$84,034

Down $17,364 (-17%) from 2018

Expenses

Down

$77,145

Down $5,513 (-6.7%) from 2018

Net Income

Down

$6,889

Down $11,851 (-63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$60,097
Liabilities-
Net Assets$60,097
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$84,034
Expenses$77,145
Net Income$6,889
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 24, 2020
Return Version
2018v3.1
Gross Receipts
$84,034
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.$64,389-
Band, drama, and student lunch programs.$4,590-
in-class student programs and teacher supplies.$4,497-
year end activities.$2,099-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda KopSecretaryPT$0--
Robyn ThompsonPresident-$0--
Paula HennVice PresidentPT$0--
Maribel SpateTreasurerPT$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
Maribel Spate
Title
Treasurer
Signed
2020-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $308”

Other Expenses.1012

“Insurance $926”

Other Expenses.1

“Service Program Costs $75576”

Other Expenses.2

“Taxes & Fees $60”

Raw XML Appendix161 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/PersonNm0Maribel Spate
IRS990EZ/BooksInCareOfDetail/PhoneNum06199916242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08204 San Carlos Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0466
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06889
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053208
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060097
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt084034
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03199
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053208
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053208
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Kop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robyn Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Paula Henn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maribel Spate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076870
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/ProgramServiceRevenueAmt080369
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0assistance provided for pershing middle school's 6th grade camp program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1in-class student programs and teacher supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Band, drama, and student lunch programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3year end activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064389
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14497
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24590
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32099
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077145
IRS990EZ/TotalProgramServiceExpensesAmt075575
IRS990EZ/TotalRevenueAmt084034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt084555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0436494
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0466
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010254
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt027282
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0951
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038953
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91810
IRS990ScheduleA/PublicSupportPY509Pct00.91680
IRS990ScheduleA/PublicSupportTotal509Amt0436494
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087290
IRS990ScheduleA/Total509Grp/TotalAmt0436494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0475447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Service Program Costs $75576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes & Fees $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maribel Spate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-24
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/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/ReturnTs02020-01-24T15:01:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,097
Liabilities
-
Net assets
$60,097
Revenue
$84,034
Expenses
$77,145
Net income
$6,889
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