Civic Intelligence

The Pershing Middle School Foundation

990EZ • Fiscal year 2020 • EIN 33-0733393

Sep 01, 2019 to Aug 31, 2020 • Filed on Aug 31, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% 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

67th percentile

21%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

16th percentile

-62%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$72,673

Up $12,576 (+21%) from 2019

Net Assets

Up

$72,673

Up $12,576 (+21%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$32,179

Down $51,855 (-62%) from 2019

Expenses

Down

$19,603

Down $57,542 (-75%) from 2019

Net Income

Up

$12,576

Up $5,687 (+83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2020

Assets$72,673
Liabilities-
Net Assets$72,673
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$32,179
Expenses$19,603
Net Income$12,576
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$32,179
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
in-class student programs and teacher supplies.$8,126-
assistance provided for pershing middle school's 6th grade camp program.$8,055-
Band, drama, and robotics$3,378-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN THOMPSONPresidentPT$0--
LORI KURTZVice President-$0--
JESSICA FOSTERSecretary-$0--
SHAWNA MCCARTHYTreasurer-$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
Maribel Spate
Title
Treasurer
Signed
2020-08-31
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 $44”

Other Expenses.1

“Service Program Costs $19559”

Raw XML Appendix151 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/PersonNm0SHAWNA MCCARTHY
IRS990EZ/BooksInCareOfDetail/PhoneNum06193623550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08204 San Carlos Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBYN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI KURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAWNA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019603
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/ProgramServiceRevenueAmt032179
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 robotics
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08055
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18126
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23378
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019603
IRS990EZ/TotalProgramServiceExpensesAmt019559
IRS990EZ/TotalRevenueAmt032179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0381383
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0466
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt010254
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt027282
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0951
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038953
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90730
IRS990ScheduleA/PublicSupportTotal509Amt0381383
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089938
IRS990ScheduleA/Total509Grp/TotalAmt0381383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084034
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0420336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Service Program Costs $19559
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL SPATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
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/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/ReturnTs02021-08-31T15:41:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$72,673
Liabilities
-
Net assets
$72,673
Revenue
$32,179
Expenses
$19,603
Net income
$12,576
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