Civic Intelligence

Lewis School Foundation

990EZ • Fiscal year 2024 • EIN 90-0113360

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 22, 2025

Organization ProfileN/A
5170 Greenbrier AveSan Diego, CA 92120

(248) 703-3104

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$850

Down $26,782 (-97%) from 2013

Net Assets

Down

$850

Down $26,782 (-97%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$14,701

Down $12,919 (-47%) from 2013

Expenses

Down

$13,851

Down $14,030 (-50%) from 2013

Net Income

Up

$850

Up $1,111 (+426%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $27,893Liabilities 2012: $0Net Assets 2012: $27,8932012Assets 2013: $27,632Liabilities 2013: $0Net Assets 2013: $27,6322013Assets 2024: $850Net Assets 2024: $8502024Assets 2024: $39,720Net Assets 2024: $39,7202024Assets 2025: $32,450Net Assets 2025: $32,4502025

Highlighted filing

2024

Assets$850
Liabilities-
Net Assets$850
Open 2024 Filing

Operations Trend

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

$40K$20K$0-$20KExpenses 2012: $34,5822012Revenue 2013: $27,620Expenses 2013: $27,881Net Income 2013: -$2612013Revenue 2024: $14,701Expenses 2024: $13,851Net Income 2024: $8502024Revenue 2024: $19,645Expenses 2024: $14,201Net Income 2024: $5,4442024Revenue 2025: $16,441Expenses 2025: $23,711Net Income 2025: -$7,2702025

Highlighted filing

2024

Revenue$14,701
Expenses$13,851
Net Income$850
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$47,732
Mission and Program Overview

Mission

1. To provide for an organized way for parents, students, school staff, community members and other interested persons and/or organizations to contribute toward the betterment of Lewis Junior High School and its educational mission.2. To seek expertise, funds and other resources to help Lewis Junior High School in accomplishing its objectives in providing education and services to students and the community it serves.

Program Services

DescriptionGrantsExpenses
1. To provide for an organized way for parents, students, school staff, community members and other interested persons and/or organizations to contribute toward the betterment of Lewis Junior High School and its educational mission.2. To seek expertise, funds and other resources to help Lewis Junior High School in accomplishing its objectives in providing education and services to students and the community it serves.-$46,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE MURCHPresident-$0--
DEBORAH BOURKETreasurer-$0--
JENNIFER MURCHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lewis Middle School Foundation
EIN
90-0113360
Phone
2487033104
Address
5170 GREENBRIER AVE, SAN DIEGO, CA 92120

Signing Officer

Name
Deborah Bourke
Title
Treasurer
Signed
2025-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Carter Tax & Financial Inc
Address
5360 Jackson Drive Ste 118, La Mesa, CA 91942
Preparer
Elsa T Osegueda EA
Phone
6196980508
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $489”

Other Expenses.1002

“Office Expenses $3720”

Other Expenses.1012

“Insurance $201”

Other Expenses.1

“Teacher's appreciation $2051”

Other Expenses.3

“Principal's discretory fund $1646”

Other Expenses.4

“Teacher's grants $1225”

Raw XML Appendix153 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/PhoneNum02487033104
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092116
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0850
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IRS990EZ/GrossReceiptsAmt047732
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0850
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0850
IRS990EZ/OccupancyRentUtltsAndMaintAmt02519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE MURCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01. To provide for an organized way for parents, students, school staff, community members and other interested persons and/or organizations to contribute toward the betterment of Lewis Junior High School and its educational mission.2. To seek expertise, funds and other resources to help Lewis Junior High School in accomplishing its objectives in providing education and services to students and the community it serves.
IRS990EZ/PrintingPublicationsPostageAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01. To provide for an organized way for parents, students, school staff, community members and other interested persons and/or organizations to contribute toward the betterment of Lewis Junior High School and its educational mission.2. To seek expertise, funds and other resources to help Lewis Junior High School in accomplishing its objectives in providing education and services to students and the community it serves.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt033031
IRS990EZ/SpecialEventsNetIncomeLossAmt08444
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013851
IRS990EZ/TotalProgramServiceExpensesAmt046883
IRS990EZ/TotalRevenueAmt014701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt033031
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt041475
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt041475
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08444
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt033031
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt033031
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher's appreciation $2051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Principal's discretory fund $1646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher's grants $1225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH BOURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS MIDDLE SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0900113360
ReturnHeader/Filer/PhoneNum02487033104
ReturnHeader/Filer/USAddress/AddressLine1Txt05170 GREENBRIER AVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330852350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER TAX & FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05360 Jackson Drive Ste 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06196980508
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elsa T Osegueda EA
ReturnHeader/ReturnTs02025-07-22T09:17:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850
Liabilities
-
Net assets
$850
Revenue
$14,701
Expenses
$13,851
Net income
$850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.5$32.5$16.4$23.7$7.27
2024Detailed filing. Detailed filing data is available for this year.$39.7$39.7$19.6$14.2$5.44
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.85$14.7$13.9$0.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$0.00$27.6$27.6$27.9$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$0.00$27.9$34.6