BRET HARTE EDUCATIONAL ASSOCIATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BRET HARTE EDUCATIONAL ASSOCIATION (EIN 77-0342966)
Tax period
2017-08-01 to 2018-07-31
Filed
2018-11-14
IRS object ID
201803189349204910
Schema version
2017v2.2
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)
Return2018-11-14T13:38:23-08:00ReturnTs
Tax Period End2018-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mary Schlosser EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2739AddressLine1Txt
CitySunnyvaleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770342966EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bret Harte Educational AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRETBusinessNameControlTxt
Phone4085356270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17050 Bret Harte DriveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSheryl EloPersonNm
Person TitleTreasurer CCPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMary Schlosser EAPreparerPersonNm
PTINP00184823PTIN
Phone4087460570PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$193,447GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$63,314ContributionsGiftsGrantsEtcAmt
Program Service Revenue$86,601ProgramServiceRevenueAmt
Investment Income$90InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$43,442FundraisingGrossIncomeAmt
Special Events Direct Expenses$13,431SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$30,011SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$180,016TotalRevenueAmt
Other Expenses Total$207,670OtherExpensesTotalAmt
Total Expenses$207,670TotalExpensesAmt
Excess Or Deficit For Year-$27,654ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$370,758NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$84OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$343,188NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$370,758BOYAmt
EOY$343,188EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$370,758BOYAmt
EOY$343,188EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$370,758BOYAmt
EOY$343,188EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo Provide Support For Clubs, Classroom Educational Materials & Supplies, and Extracurricular Opportunities for Students, Teachers and Administrators of the Bret Harte Middle School.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Bret Harte Educational Association served 1,231 students, and supported 11 teams and 20 clubs this fiscal year. We worked with teachers & administrators to provide support for various school activities & special projects and ongoing infrastructure needs.This work included, but not limited to purchasing 2 sets of classroom Chromebook carts (total qty of 72 Samsung Chromebook 3), microphone pendant, Apple TVs, Civil War Day presentation, iPad, MacBook Pro, books and educational games, educational DVD's for Social Studies, college week promotions and prizes, step stools, rocket kits, infrared thermometers, band instrument repairs and stands, and goals for inside PE days. We are responsible for programs such as Staff Appreciation, Project Cornerstone, Parent Education Nights, Point Break workshops for students, Career Day, Cultural Fair, Math Olympics, Emergency Preparedness, Scholastic Book Fair and the 8th Grade Promotion Dance. We also provided funding for after school clubs and athletic activities. The association provided funding to cover coaching salaries, equipment and insurance coverage for 11 teams. In addition, the association funded 20 clubs with activities ranging from 3d Printing to Weightlifting and Running Clubs.DescriptionProgramSrvcAccomTxt
Grants And Allocations$207,458GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$207,458TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Yunyun Jiang
Co President CC2.00$0
Dom Ereno
Vice Pres CC2.00$0
Sheryl Elo
Treasurer CC2.00$0
Stacy Pimental
Co President BC2.00$0
Kellee Markos
Vice Pres BC2.00$0
Bharathi Shamanna
Treasurer BC2.00$0
Alanna Callaway-Wilson
Principal2.00$0
Yael Kharman
Co President CC2.00$0
Erin Poole
Co President BC2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
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)
PersonSheryl EloPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17050 Bret Harte DriveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd
FieldValueIRS element (for citing)
Phone4085356270PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
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$121,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,274CurrentTaxYearMinus1YearAmt
Current Tax Year$63,314CurrentTaxYearAmt
Total$531,292TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,396CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,320CurrentTaxYearMinus1YearAmt
Current Tax Year$86,601CurrentTaxYearAmt
Total$369,532TotalAmt

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$174,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$221,581CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,594CurrentTaxYearMinus1YearAmt
Current Tax Year$149,915CurrentTaxYearAmt
Total$900,824TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$900,824PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86CurrentTaxYearMinus1YearAmt
Current Tax Year$90CurrentTaxYearAmt
Total$465TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86CurrentTaxYearMinus1YearAmt
Current Tax Year$90CurrentTaxYearAmt
Total$465TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$221,651CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,680CurrentTaxYearMinus1YearAmt
Current Tax Year$150,005CurrentTaxYearAmt
Total$901,289TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99950PublicSupportCY509Pct
Public Support PY5090.99930PublicSupportPY509Pct
Investment Income CY0.00050InvestmentIncomeCYPct
Investment Income PY0.00070InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fun RunEvent1Nm
Gross Receipts Event1$43,442GrossReceiptsEvent1Amt
Gross Revenue Event1$43,442GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,431OtherDirectExpensesEvent1Amt
Gross Receipts Total$43,442GrossReceiptsTotalAmt
Gross Revenue Total Events$43,442GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$13,431OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,431DirectExpenseSummaryEventsAmt
Net Income Summary$30,011NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $212
Other Expenses.1012Insurance $1661
Other Expenses.1Athletic Teams Support $54587
Other Expenses.2Classrooms & Staff Support $36090
Other Expenses.3Capital Projects CardioRoom $25943
Other Expenses.4School Funding for Staff Work $17774
Other Expenses.5SNAC Expense $15593
Other Expenses.6Assemblies & Special Programs $15460
Other Expenses.7PE Equip & Maintenance $12811
Other Expenses.8Promotion Dance 8th Grade $9880
Other Expenses.9Recognition & School Spirit $7540
Other Expenses.10Club Support $5325
Other Expenses.11Book Fair $3582
Other Expenses.12Energency Preparedness $691
Other Expenses.13Tax Prep and State Filing Fees $521

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