UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNION MIDDLE HOME & SCHOOL CLUB PARENT TEACHER ASSOUCATION (EIN 77-0477578)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-12-10
- IRS object ID
- 201513449349200206
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-10T10:36:30-06:00 | ReturnTs |
| Tax Period End | 2015-07-31 | 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 | 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 | 2014-08-01 | 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 | 951245418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN CURRIE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4083710366 | PhoneNum |
| Signature | 2015-12-09 | 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 | 2015-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $188,514 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $39,954 | MembershipDuesAmt |
| Fundraising Gross Income | $148,560 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $130,108 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,452 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $58,406 | TotalRevenueAmt |
| Other Expenses Total | $58,310 | OtherExpensesTotalAmt |
| Total Expenses | $58,310 | TotalExpensesAmt |
| Excess Or Deficit For Year | $96 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $16,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,253 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,941 | BOYAmt |
| EOY | $94,558 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,814 | BOYAmt |
| EOY | $94,558 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,657 | BOYAmt |
| EOY | $78,305 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,157 | BOYAmt |
| EOY | $16,253 | 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 | $58,310 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $58,310 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SHERINE JOHNSON | ||
| PRESIDENT | 3.00 | $0 |
| DREW DOBLAR | ||
| VICE PRESIDE | 1.00 | $0 |
| MAUREEN CURRIE | ||
| TREASURER | 5.00 | $0 |
| YVETTE MARKETT | ||
| RECORDING SE | 1.00 | $0 |
| TRACI PICKERING | ||
| CORRESPOND S | 1.00 | $0 |
| RACHEL HESTER | ||
| AUDITOR | 1.00 | $0 |
| STACY DOBNER | ||
| 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 |
| 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 | MAUREEN CURRIE | 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 | 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 |
| 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 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $56,679 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $56,679 | SupportSumAmt |
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 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 Minus1 | $1,000 | CurrentYearMinus1Amt |
| Current Year | $1,000 | CurrentYearAmt |
| Total | $3,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,000 | CurrentYearMinus3Amt |
| Current Year Minus1 | $5,000 | CurrentYearMinus1Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $15,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250 | CurrentYearMinus3Amt |
| Current Year Minus1 | $250 | CurrentYearMinus1Amt |
| Current Year | $250 | CurrentYearAmt |
| Total | $750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,000 | CurrentYearMinus3Amt |
| Current Year Minus1 | $5,000 | CurrentYearMinus1Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $15,000 | 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 04/21/15 TO COMMITTEE FOR QUALITY SCHOOLS IN USD FOR SUPPORTING UNION SCHOOL DISTRICT'S PARCEL TAX RENEWAL TO FOLLOWING ADDRESS: 5175 UNION AVE, SAN JOSE, CA 95124. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $148,560 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $148,560 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $130,108 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $148,560 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $148,560 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $130,108 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $130,108 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,452 | 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 20,901 ADMINISTRATIVE 47 TAXES & LICENCES 196 OTHER PROGRAM 12,721 STUDENT ACTIVITIES 23,057 INSURANCE 515 NON-INVESTMENT DEPRECIATION 873 TOTAL 58,310 |
| FORM 990-EZ, PART II, LINE 24 | FIXED ASSETS 16,352 16,352 LESS ACCUMULATED DEPRECIATION 15,479 16,352 TOTAL 873 0 |
| FORM 990-EZ, PART II, LINE 26 | OTHER LIABILITIES 62,657 78,305 |
| 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. |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 2010 & 2013 ARE THE TWO YEARS THAT THE ORGANIZATION HAD ANY LOBBYING EXPENSES | ExplanationTxt |
Comments