UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION (EIN 77-0477578)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-06-12
- IRS object ID
- 201501639349200425
- Schema version
- 2013v4.0
- 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 C
- Schedule G
- Schedule O
- Compensation Explanation
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-12T17:20:35-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | 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 | LMGW CERTIFIED PUBLIC ACCOUNTANTS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20520 PROSPECT ROAD SUITE 200 | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951245418 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN SMITH | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 4083710366 | PhoneNum |
| Signature | 2015-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J BRYANT CPA | PreparerPersonNm |
| PTIN | P01568974 | PTIN |
| Phone | 4082521800 | PhoneNum |
| Preparation | 2015-05-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNIONSD.X12.CA.US | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $146,438 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $24,884 | MembershipDuesAmt |
| Fundraising Gross Income | $121,554 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $96,335 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $25,219 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $50,103 | TotalRevenueAmt |
| Other Expenses Total | $48,559 | OtherExpensesTotalAmt |
| Total Expenses | $48,559 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,544 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $14,611 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,179 | BOYAmt |
| EOY | $77,939 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749 | BOYAmt |
| EOY | $873 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,928 | BOYAmt |
| EOY | $78,812 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,317 | BOYAmt |
| EOY | $62,657 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,611 | BOYAmt |
| EOY | $16,155 | 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 |
| Program Service Expenses | $48,559 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,559 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SHERINE JOHNSON | ||
| PRESIDENT | 3.00 | $0 |
| JUSTIN SMITH | ||
| CO-TREASURER | 1.00 | $0 |
| DREW DOBLAR | ||
| CO-RECORDING | 1.00 | $0 |
| KATHY FORMICA | ||
| VICE PRESIDE | 1.00 | $0 |
| LISA GRANBERRY | ||
| AUDITOR | 1.00 | $0 |
| STACY DOBNER | ||
| CORRESPONDIN | 1.00 | $0 |
| MEGHAN BURTON | ||
| CO-TREASURER | 3.00 | $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 |
| Direct Indirect Pltcl Expend | $5,000 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $1,188 | TaxImposedUnderIRC4911Amt |
| 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 | JUSTIN SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 LOS GATOS ALMADEN RD | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083790366 | 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 | Yes (true) | 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 |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION MIDDLE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770223577 | EIN |
| Organization Type | 2 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $45,407 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $45,407 | SupportSumAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,000 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,000 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,750 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000 | CurrentYearMinus3Amt |
| Current Year | $1,000 | CurrentYearAmt |
| Total | $2,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,000 | CurrentYearMinus3Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $10,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250 | CurrentYearMinus3Amt |
| Current Year | $250 | CurrentYearAmt |
| Total | $500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,000 | CurrentYearMinus3Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $10,000 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | POLITICAL CONTRIBUTION MADE ON 3/14/14 TO COMMITTEE FOR QUALITY SCHOOLS IN USD FOR BOND MEASURE DONATION TO FOLLOWING ADDRESS: 15559 UNION AVE 505, LOS GATOS, CA 95032. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPECIAL EVENTS | NameOfEvent1Amt |
| Gross Receipts Event1 | $121,554 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $121,554 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $96,335 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $121,554 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $121,554 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $96,335 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $96,335 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,219 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES TEACHER SUPPLIES 15,570 ADMINISTRATIVE 102 TAXES & LICENCES 1,185 OTHER PROGRAM 7,395 STUDENT ACTIVITIES 22,441 INSURANCE 490 NON-INVESTMENT DEPRECIATION 1,376 TOTAL 48,559 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 500 0 16,352 16,352 LESS ACCUMULATED DEPRECIATION 14,103 15,479 TOTAL 2,749 873 |
| FORM 990-EZ, PART II, LINE 26 | OTHER LIABILITIES 41,317 62,657 |
| 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 (7 entries)
| SHERINE JOHNSON |
| JUSTIN SMITH |
| DREW DOBLAR |
| KATHY FORMICA |
| LISA GRANBERRY |
| STACY DOBNER |
| MEGHAN BURTON |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 2010 IS THE ONLY YEAR THAT THE ORGANIZATION HAD ANY LOBBYING EXPENSES | ExplanationTxt |
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