UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION: Form 990EZ, tax year 2020
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- Organization
- UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION (EIN 77-0477578)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-06-13
- IRS object ID
- 202201649349200770
- Schema version
- 2020v4.0
- 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
- Compensation Explanation
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T15:53:25-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | 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 | 2020-08-01 | 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 | ERIN KASENCHAK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4083710366 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | KASENCHAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MARTINEZ-BULOSAN CPA | PreparerPersonNm |
| PTIN | P02362711 | PTIN |
| Phone | 4082521800 | PhoneNum |
| Preparation | 2022-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $93,584 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,126 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $72,504 | MembershipDuesAmt |
| Fundraising Gross Income | $954 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,279 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$4,325 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $88,305 | TotalRevenueAmt |
| Other Expenses Total | $71,677 | OtherExpensesTotalAmt |
| Total Expenses | $71,677 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,628 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $174,534 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $191,162 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,339 | BOYAmt |
| EOY | $191,045 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195 | BOYAmt |
| EOY | $117 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,534 | BOYAmt |
| EOY | $191,162 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,534 | BOYAmt |
| EOY | $191,162 | 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 | $36,485 | GrantsAndAllocationsAmt |
| Program Service Expenses | $40,299 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,299 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JANE FINDLEY | ||
| PRESIDENT | 3.00 | $0 |
| RACHEL DUNCAN | ||
| VICE PRESIDE | 1.00 | $0 |
| JEN FOSCO | ||
| RECORDING SE | 1.00 | $0 |
| BELLA SORICH | ||
| CORRSPNDNG S | 1.00 | $0 |
| JESSICA WINTER | ||
| TREASURER | 3.00 | $0 |
| ERIN KASENCHAK | ||
| TREASURER | 3.00 | $0 |
| LISA ALLEN | ||
| AUDITOR | 1.00 | $0 |
| KIM LARSON | ||
| PARLIAMENTAR | 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 | ERIN KASENCHAK | 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 | $36,485 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $36,485 | 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 Minus1 | $11,511 | CurrentYearMinus1Amt |
| 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 Minus1 | $10,000 | CurrentYearMinus1Amt |
| Total | $10,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $2,878 | CurrentYearMinus1Amt |
| 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 Minus1 | $10,000 | CurrentYearMinus1Amt |
| 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 | $21,080 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,126 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $954 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,279 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,080 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,126 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $954 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,279 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,279 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,325 | 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 23,620 ADMINISTRATIVE 2,167 TAXES & LICENCES 3,251 OTHER PROGRAM 3,312 STUDENT ACTIVITIES 9,553 INSURANCE 485 SUPPLIES 2,040 FOOD 3,746 SHIPPING 45 UNIFORMS 23,380 NON-INVESTMENT DEPRECIATION 78 TOTAL 71,677 |
| FORM 990-EZ, PART II, LINE 24 | FIXED ASSETS 13,736 13,736 LESS ACCUMULATED DEPRECIATION 13,541 13,619 TOTAL 195 117 |
| 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. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (8 entries)
| JANE FINDLEY |
| RACHEL DUNCAN |
| JEN FOSCO |
| BELLA SORICH |
| JESSICA WINTER |
| ERIN KASENCHAK |
| LISA ALLEN |
| KIM LARSON |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION DID NOT HAVE LOBBYING EXPENSES DURING 2016-2018. | ExplanationTxt |
Comments