UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION: Form 990EZ, tax year 2021

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Organization: UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION (EIN 77-0477578)
Tax period: 2021-08-01 to 2022-07-31
Filed: 2023-03-20
IRS object ID: 202320799349200897
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule B
Schedule C
Schedule G
Schedule O
Averaging Attachment

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-20T20:54:11-04:00	ReturnTs
Tax Period End	2022-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261508234	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHEELER ACCOUNTANTS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1475 SARATOGA AVE STE 100	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	951294951	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2021-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770477578	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNION MIDDLE SCHOOL HOME AND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIO	BusinessNameControlTxt
Phone	4083710366	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2130 LOS GATOS ALMADEN ROAD	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95124	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALMA MATHIAS	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4083710366	PhoneNum
Signature	2023-02-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ALMA	PersonFirstNm
Person Last	MATHIAS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SANDRA MARTINEZ-BULOSAN CPA	PreparerPersonNm
PTIN	P02362711	PTIN
Phone	4082521800	PhoneNum
Preparation	2023-02-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Website Address	WWW.UNIONSD.X12.CA.US	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$172,168	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$11,000	ContributionsGiftsGrantsEtcAmt
Membership Dues	$79,631	MembershipDuesAmt
Fundraising Gross Income	$81,537	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$75,655	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$5,882	SpecialEventsNetIncomeLossAmt
Total Revenue	$96,513	TotalRevenueAmt
Other Expenses Total	$60,784	OtherExpensesTotalAmt
Total Expenses	$60,784	TotalExpensesAmt
Excess Or Deficit For Year	$35,729	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$191,162	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$226,891	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$191,045	BOYAmt
EOY	$226,852	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$117	BOYAmt
EOY	$39	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$191,162	BOYAmt
EOY	$226,891	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$191,162	BOYAmt
EOY	$226,891	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	THE HOME AND SCHOOL CLUB PROVIDES NUMEROUS BENEFITS TO THE SCHOOL WHICH INCLUDES THE FOLLOWING ACCOMPLISHMENTS: REIMBURSING TEACHERS FOR SCHOOL SUPPLIES,PURCHASING AND DONATING VARIOUS BOOKS, TECHNOLOGY EQUIPMENT AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF THE STUDENTS.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	TO AUGMENT AND ENHANCE THE EXISTING CURRICULUM AND THE GENERAL WELFARE AT THE SCHOOL.	DescriptionProgramSrvcAccomTxt
Grants And Allocations	$52,020	GrantsAndAllocationsAmt
Program Service Expenses	$55,678	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$55,678	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JANE FINDLEY
PRESIDENT	3.00	$0
JEN FOSCO
RECORDING SE	1.00	$0
JESSICA WINTER
CORR. SECRET	3.00	$0
ERIN KASENCHAK
VICE PRESIDE	3.00	$0
JOHN HART
AUDITOR	1.00	$0
KIM NOGALES
PARLIAMENTAR	1.00	$0
ALMA MATHIAS
TREASURER	1.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ALMA MATHIAS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2130 LOS GATOS ALMADEN RD	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95124	ZIPCd

Field	Value	IRS element (for citing)
Phone	4083710366	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (true)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	UNION MIDDLE SCHOOL	BusinessNameLine1Txt
Business Name Line2	UNION MIDDLE SCHOOL	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
EIN	770223577	EIN
Organization Type	2	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$52,020	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$52,020	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	false	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	false	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Activities Test	Yes (X)	ActivitiesTestInd
Activities Further Exempt Prps	Yes (true)	ActivitiesFurtherExemptPrpsInd
Activities Engaged Org Invlmnt	Yes (true)	ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION E, LINE 2A	THE ORGANIZATION PROVIDES NUMEROUS BENEFITS TO THE SUPPORTED ORGANZATION INCLUDING REIMBURSING TEACHERS FOR SCHOOL SUPPLIES, PURCHASING AND DONATING BOOKS, TECHNOLOGY EQUIPMENT, AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF STUDENTS.
PART IV, SECTION E, LINE 2B	REIMBURSING TEACHERS FOR SCHOOL SUPPLIES, PURCHASING AND DONATING BOOKS, TECHNOLOGY EQUIPMENT, AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF STUDENTS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$11,511	CurrentYearMinus2Amt
Total	$11,511	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$17,267	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$10,000	CurrentYearMinus2Amt
Total	$10,000	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$2,878	CurrentYearMinus2Amt
Total	$2,878	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$4,317	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$10,000	CurrentYearMinus2Amt
Total	$10,000	TotalAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE C, PART II-A	THE ORGANIZATION DID NOT HAVE LOBBYING EXPENSES DURING 2016-2018.
SCHEDULE C, PART II-B, LINE 1	POLITICAL CONTRIBUTION MADE ON 1/16/20 TO COMMITTEE FOR QUALITY SCHOOLS IN UNION SCHOOL DISTRICT FOR SUPPORTING MEASURE Q. ADDRESS: 5175 UNION AVE, SAN JOSE, CA 95124.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SPECIAL EVENTS	Event1Nm
Gross Receipts Event1	$81,537	GrossReceiptsEvent1Amt
Gross Revenue Event1	$81,537	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$75,655	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$81,537	GrossReceiptsTotalAmt
Gross Revenue Total Events	$81,537	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$75,655	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$75,655	DirectExpenseSummaryEventsAmt
Net Income Summary	$5,882	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	EXPENSES TEACHER SUPPLIES 21,032 ADMINISTRATIVE 5,107 TAXES & LICENCES 3,095 OTHER PROGRAM 5,295 STUDENT ACTIVITIES 25,692 INSURANCE 485 NON-INVESTMENT DEPRECIATION 78 TOTAL 60,784
FORM 990-EZ, PART II, LINE 24	FIXED ASSETS 13,736 13,736 LESS ACCUMULATED DEPRECIATION 13,619 13,697 TOTAL 117 39
FORM 990-EZ, PART III	THE HOME AND SCHOOL CLUB PROVIDES NUMEROUS BENEFITS TO THE SCHOOL WHICH INCLUDES THE FOLLOWING ACCOMPLISHMENTS: REIMBURSING TEACHERS FOR SCHOOL SUPPLIES,PURCHASING AND DONATING VARIOUS BOOKS, TECHNOLOGY EQUIPMENT AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF THE STUDENTS.

Averaging Attachment AveragingAttachment

Field	Value	IRS element (for citing)
Explanation	THE ORGANIZATION DID NOT HAVE LOBBYING EXPENSES DURING 2016-2018.	ExplanationTxt

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