IDELLA LIETZ HOME AND SCHOOL CLUB: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
IDELLA LIETZ HOME AND SCHOOL CLUB (EIN 77-0227217)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201841359349206639
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T18:02:06-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952302617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SINGERLEWAK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD STE 700AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900243783ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770227217EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IDELLA LIETZ HOME AND SCHOOL CLUBBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIDELBusinessNameControlTxt
Phone4082648314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 CARTER AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951182813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLI MARTINESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082648314PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIOR TEMKINPreparerPersonNm
PTINP00748170PTIN
Phone3104773924PhoneNum
Preparation2018-05-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address206.169.119.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-11IPDt
IP Tm11:27:03IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6FA6DFC62DB3EECF82C6EC2A0A91DFD573273B8EAtSubmissionCreationDeviceId
At Submission Filing Device IdBB15A84C4B0B6BCF8B6587D52C9EA117D55FD849AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.GOLIETZ.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$141,947GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$78,564ContributionsGiftsGrantsEtcAmt
Program Service Revenue$41,374ProgramServiceRevenueAmt
Fundraising Gross Income$21,694FundraisingGrossIncomeAmt
Special Events Direct Expenses$21,694SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Other Revenue Total$315OtherRevenueTotalAmt
Total Revenue$120,253TotalRevenueAmt
Grants And Similar Amounts Paid$121,088GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,625FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,547OtherExpensesTotalAmt
Total Expenses$124,260TotalExpensesAmt
Excess Or Deficit For Year-$4,007ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$100,971NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$96,964NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$91,128BOYAmt
EOY$93,321EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$9,843BOYAmt
EOY$3,643EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,971BOYAmt
EOY$96,964EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$100,971BOYAmt
EOY$96,964EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE ORGANIZATION PROMOTES THE ENRICHMENT OF THE STUDENTS' EDUCATIONAL EXPERIENCE BY PROVIDING THE SCHOOL ADDITIONAL FUNDS TO PURCHASE SUPPLIES FOR STUDENTS ACTIVITIES. IN ADDITION, THE ORGANIZATION FUNDS SCHOOL PROGRAMS SUCH AS ART, READING, AND OTHER.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE ORGANIZATION PROVIDED VARIOUS STUDENTS' ACTIVITIES SUCH AS ART, FIELD TRIPS, READING, AND SAFETY AND SCIENCE CAMP FOR FIFTH GRADERS.$86,735$86,735
THE ORGANIZATION PROVIDED GRANTS AND MADE DIRECT EXPENDITURES FOR THE SCHOOL ADMINISTRATION, TEACHERS, AND STAFF.$17,419$17,419
THE ORGANIZATION PROMOTED OTHER STUDENTS AND SCHOOL ACTIVITIES TO THE COMMUNITY.$16,376$16,376
THE ORGANIZATION'S GRANTS AND EXPENDITURES WERE USED FOR SPECIFIC SCHOOL CAPITAL IMPROVEMENTS SUCH AS LANDSCAPING, NEW EQUIPMENT, AND NEW TECHNOLOGY.$559$559
FieldValueIRS element (for citing)
Total Program Service Expenses$121,089TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELLY MARTINES
PRESIDENT5.00$0$0$0
TERRI DASZKO
VICE PRESIDENT5.00$0$0$0
ERIKA BYRUM
SECRETARY5.00$0$0$0
AMY LEE ELRITE
CO-TREASURER5.00$0$0$0
CAITLIN SAMENFELD
CO-TREASURER5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAITLIN SAMENFELDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 CARTER AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95118ZIPCd
FieldValueIRS element (for citing)
Phone4086939917PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,092CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,705CurrentTaxYearMinus1YearAmt
Current Tax Year$78,564CurrentTaxYearAmt
Total$337,113TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,092CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,705CurrentTaxYearMinus1YearAmt
Current Tax Year$78,564CurrentTaxYearAmt
Total$337,113TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$337,113PublicSupportTotal170Amt
Total Support$337,113TotalSupportAmt
Gross Receipts Rltd Activities$66,528GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING CARNIVALEvent1Nm
Gross Receipts Event1$18,292GrossReceiptsEvent1Amt
Charitable Contri Event1$13,500CharitableContriEvent1Amt
Gross Revenue Event1$4,792GrossRevenueEvent1Amt
Other Direct Expenses Event1$4,792OtherDirectExpensesEvent1Amt
Event2FALL WALK-A-THONEvent2Nm
Gross Receipts Event2$57,469GrossReceiptsEvent2Amt
Charitable Contri Event2$52,598CharitableContriEvent2Amt
Gross Revenue Event2$4,871GrossRevenueEvent2Amt
Other Direct Expenses Event2$4,871OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$23,534GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$11,503CharitableContriOtherEventsAmt
Gross Revenue Other Events$12,031GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$12,031OthDirectExpnssOtherEventsAmt
Gross Receipts Total$99,295GrossReceiptsTotalAmt
Charitable Contributions Tot$77,601CharitableContributionsTotAmt
Gross Revenue Total Events$21,694GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$21,694OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,694DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: SCRIP. AMOUNT: 315.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CAPITAL IMPROVEMENTS, STUDENT ACTIVITIES AND ADMINISTRATIVE.. GRANTEE NAME: LIETZ ELEMENTARY SCHOOL. GRANTEE ADDRESS: 5300 CARTER AVE. SAN JOSE, CA 95118. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 121,088.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE. AMOUNT: 565. DESCRIPTION: BANK FEES. AMOUNT: 347. DESCRIPTION: VOLUNTEER APPRECIATION. AMOUNT: 339. DESCRIPTION: HOSPITALITY. AMOUNT: 110. DESCRIPTION: MISCELLANEOUS. AMOUNT: 161. DESCRIPTION: TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,547.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 9,843. END OF YEAR AMOUNT: 3,643.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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