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PRESERVATION ACTION COUNCIL OF SAN JOSE: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PRESERVATION ACTION COUNCIL OF SAN JOSE (EIN 77-0254542)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202113139349202076
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-09T12:38:51-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEN FOWLER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3236AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770254542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESERVATION ACTION COUNCIL OF SAN JOSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN FROLLIInCareOfNm
Business Name ControlPRESBusinessNameControlTxt
Phone4089988105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 SENTER ROADAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951122599ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDRE LUTHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4089988105PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREPersonFirstNm
Person LastLUTHARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN FOWLERPreparerPersonNm
PTINP00041156PTIN
Phone6509474918PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.PRESERVATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$121,910GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$39,917ContributionsGiftsGrantsEtcAmt
Program Service Revenue$36,348ProgramServiceRevenueAmt
Membership Dues$17,234MembershipDuesAmt
Investment Income$6,379InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$10,931GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,181CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$9,750GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$11,101OtherRevenueTotalAmt
Total Revenue$120,729TotalRevenueAmt
Salaries Other Comp Empl Bnft$58,107SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$9,870FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$534OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,383PrintingPublicationsPostageAmt
Other Expenses Total$42,430OtherExpensesTotalAmt
Total Expenses$114,324TotalExpensesAmt
Excess Or Deficit For Year$6,405ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$359,941NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$366,346NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$326,552BOYAmt
EOY$332,957EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$33,389BOYAmt
EOY$33,389EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$359,941BOYAmt
EOY$366,346EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$359,941BOYAmt
EOY$366,346EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVATION ACTION COUNCIL OF SAN JOSE (PAC-SJ) IS DEDICATED TO PRESERVING SAN JOSE'S ARCHITECTURAL HERITAGE THROUGH EDUCATION, ADVOCACY, AND EVENTS. SINCE ITS FOUNDING IN 1990 PACSJ HAS FOCUSED ON MAKING OUR COMMUNITY A BETTER PLACE BY PRESERVING ITS HISTORY SO THAT CURRENT AND FUTURE GENERATIONS CAN LEARN FROM THE PAST.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPreservation Action Council of San Jose (PAC*SJ) is dedicated to preserving San Jose's architectural heritage through education, advocacy, and events. Since its founding in 1990 PAC*SJ has focused on making our community a better place by preserving its history so that current and future generations can learn from the past. We educate the community and raise funds through a variety of programs and events: Garage Sale -- We hold Garage and Salvage Sales during the year that serves as fundraising events but also provide volunteer and educational opportunities for members and the public. Volunteers operate the sale. All items are donated from neighbors and members and sold in an historic residential area. Sales are open from 9AM-to-dusk with food and music. Revenue: $ 36,084/Expenses: $1,251. Estate Sales - We have occasionally conducted estate sales. Items were transported to the sale where an experienced volunteer sales team sorted and priced items. Shoppers are also offered informationDescriptionProgramSrvcAccomTxt
Program Service Expenses$1,826ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$1,826TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CINDY ATMORE
SECRETARY8.0$0$0$0
SYLVIA CARROLL
BOARD MEMBER5.0$0$0$0
PATT CURIA
DONATIONS CHAIR30.0$0$0$0
JOSE DE LA CRUZ
BOARD MEMBER5.0$0$0$0
GAYLE FRANK
NEWSLETTER EDITOR15.0$0$0$0
JOHN FROLLI
TREASURER10.0$0$0$0
ANDRE LUTHARD
PRESIDENT30.0$0$0$0
MARILYN MESSINA
BOARD MEMBER5.0$0$0$0
JOHN MITCHELL
BOARD MEMBER5.0$0$0$0
GRATIA RANKIN
BOARD MEMBER5.0$0$0$0
MIKE SODERGREN
VICE-PRESIDENT30.0$0$0$0
WALTER SOELLNER
BOARD MEMBER8.0$0$0$0
LYNNE STEPHENSON
BOARD MEMBER10.0$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN FROLLIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 SENTER ROADAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95112ZIPCd
FieldValueIRS element (for citing)
Phone4089988105PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,975CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,467CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,909CurrentTaxYearMinus1YearAmt
Current Tax Year$57,151CurrentTaxYearAmt
Total$313,664TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,895CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,621CurrentTaxYearMinus1YearAmt
Current Tax Year$47,280CurrentTaxYearAmt
Total$280,180TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,593CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$162,530CurrentTaxYearMinus1YearAmt
Current Tax Year$104,431CurrentTaxYearAmt
Total$593,844TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$593,844PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,285CurrentTaxYearMinus1YearAmt
Current Tax Year$6,379CurrentTaxYearAmt
Total$20,816TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,285CurrentTaxYearMinus1YearAmt
Current Tax Year$6,379CurrentTaxYearAmt
Total$20,816TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$250CurrentTaxYearAmt
Total$250TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$198,637CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,131CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,815CurrentTaxYearMinus1YearAmt
Current Tax Year$111,060CurrentTaxYearAmt
Total$614,910TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96574PublicSupportCY509Pct
Public Support PY5090.97350PublicSupportPY509Pct
Investment Income CY0.03385InvestmentIncomeCYPct
Investment Income PY0.02650InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Other Events Total0OtherEventsTotalCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (26 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990EZ PART I LINE 8Description:INCREASE IN VALUE OF I Amount:10851
FORM 990EZ PART I LINE 8Description:OTHER INCOME Amount:250
FORM 990EZ PART I LINE 16Description:DUES AND SUBSCRIPTIONS Amount:1398
FORM 990EZ PART I LINE 16Description:MERCHANT SERVICE Amount:905
FORM 990EZ PART I LINE 16Description:MEETING EXPENSES Amount:193
FORM 990EZ PART I LINE 16Description:WORKERS COMP INSURANCE Amount:1384
FORM 990EZ PART I LINE 16Description:PO BOX RENTAL Amount:130
FORM 990EZ PART I LINE 16Description:OUTSIDE CONTRACT SERVICES Amount:12933
FORM 990EZ PART I LINE 16Description:INSURANCE - LIABILITY Amount:300
FORM 990EZ PART I LINE 16Description:MARKETING Amount:1547
FORM 990EZ PART I LINE 16Description:WEBSITE Amount:800
FORM 990EZ PART I LINE 16Description:SPONSORSHIPS Amount:100
FORM 990EZ PART I LINE 16Description:PAYROLL PROCESSING FEE Amount:215
FORM 990EZ PART I LINE 16Description:OFFICE EXPENSE - MISC Amount:138
FORM 990EZ PART I LINE 16Description:PROJECT EXPENSE: PELLI BUILDING Amount:4680
FORM 990EZ PART I LINE 16Description:PROJECT EXPENSE: PALLESEN HOUSE Amount:10000
FORM 990EZ PART I LINE 16Description:STORAGE EXPENSE Amount:2300
FORM 990EZ PART I LINE 16Description:CALIFORNIA FILING FEE Amount:10
FORM 990EZ PART I LINE 16Description:PROGRAM SERVICES EXPENSE Amount:1826
FORM 990EZ PART I LINE 16Description:BOARD RECRUITMENT / RETREAT Amount:1933
FORM 990EZ PART I LINE 16Description:INSURANCE: EXECUTIVE PROTECTION INSURANCE Amount:1305
FORM 990EZ PART I LINE 16Description:SEMINARS / EVENTS Amount:140
FORM 990EZ PART II LINE 24Description:REAL ESTATE PARTNERSHIP BOY Amount:33189 EOY Amount:33189
FORM 990EZ PART II LINE 24Description:LESS: CUMULATIVE LOSS ON PART BOY Amount:-24112 EOY Amount:-26097
FORM 990EZ PART II LINE 24Description:PLUS: UNREALIZED LOSS ON PART BOY Amount:24112 EOY Amount:26097
FORM 990EZ PART II LINE 24Description:DEPOSIT - STORAGE BOY Amount:200 EOY Amount:200

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