Civic Intelligence

The Pershing Middle School Foundation

990EZ • Fiscal year 2023 • EIN 33-0733393

Sep 01, 2022 to Aug 31, 2023 • Filed on Oct 31, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$99,344

Up $17,134 (+21%) from 2022

Net Assets

Up

$99,344

Up $17,134 (+21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$46,668

Up $12,790 (+38%) from 2022

Expenses

Up

$28,207

Up $7,482 (+36%) from 2022

Net Income

Up

$18,461

Up $5,308 (+40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$99,344
Liabilities-
Net Assets$99,344
Open 2023 Filing

Operations Trend

Revenue Growth76th 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

2023

Revenue$46,668
Expenses$28,207
Net Income$18,461
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$46,668
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.-$10,943
assistance provided for pershing middle school's 6th grade camp program.-$10,886
Band, drama, and robotics-$6,378
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTONI HANUSCEOPT$0--
KATE VIGDERSONSecretary-$0--
MARNI LEVY WILTONCFO-$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
Marni Levy Wilton
Title
CFO
Signed
2023-10-31
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.1

“6th grade camps $10886”

Other Expenses.2

“book fair $6717”

Other Expenses.3

“6 & 8 grade events $6222”

Other Expenses.4

“Teacher appreciation & stipend $4382”

Raw XML Appendix158 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/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1327
IRS990EZ/OtherExpensesTotalAmt028207
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/ProgramServiceRevenueAmt035258
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1in-class student programs and teacher supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Band, drama, and robotics
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010886
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110943
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26378
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/TotalExpensesAmt028207
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IRS990EZ/TotalRevenueAmt046668
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032179
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201072
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0466
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.95750
IRS990ScheduleA/PublicSupportTotal509Amt0201072
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050814
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032179
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th grade camps $10886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1book fair $6717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26 & 8 grade events $6222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher appreciation & stipend $4382
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARNI LEVY WILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
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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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
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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/ReturnTs02023-10-31T10:05:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARNI LEVY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILTON
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,344
Liabilities
-
Net assets
$99,344
Revenue
$46,668
Expenses
$28,207
Net income
$18,461
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