BRET HARTE EDUCATIONAL ASSOCIATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BRET HARTE EDUCATIONAL ASSOCIATION (EIN 77-0342966)
Tax period
2014-08-01 to 2015-07-31
Filed
2015-12-10
IRS object ID
201543449349200509
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

FieldValueIRS element (for citing)
Return2015-12-10T08:09:48-08:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

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 Begin2014-08-01TaxPeriodBeginDt

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)
PersonKevin HealyPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2015-12-10SignatureDt
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)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$185,885GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$52,115ContributionsGiftsGrantsEtcAmt
Program Service Revenue$55,396ProgramServiceRevenueAmt
Membership Dues$78,296MembershipDuesAmt
Investment Income$78InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$12,459SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$12,459SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$173,426TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$50FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$58PrintingPublicationsPostageAmt
Other Expenses Total$124,555OtherExpensesTotalAmt
Total Expenses$124,663TotalExpensesAmt
Excess Or Deficit For Year$48,763ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$253,267NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$302,029NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$253,267BOYAmt
EOY$302,029EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$253,267BOYAmt
EOY$302,029EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$253,267BOYAmt
EOY$302,029EOYAmt
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 1,215 students this year. Our major activities included supporting 26 athletic teams, 20 after-school clubs, and providing support for classroom activities, and funding for administrator projects and teacher-requested supplies & materials. We also worked with teachers and administrators to provide support for six school projects. This work included funding for the 8th grade promotion dance, a career fair, equipment for the 8th grade promotion ceremony, and recognition awards for students throughout the year. The Association provided funding to cover coaching salaries, equipment, and insurance for the 26 athletic teams. In all, 443 students participated. In addition, the Association funded 20 clubs with activities ranging from drama to computer science.DescriptionProgramSrvcAccomTxt
Grants And Allocations$122,851GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$122,851TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Sandi Geringer
President CC2.00$0
Katrina Healy
Vice President2.00$0
Elisabeth Hsu
Treasurer CC2.00$0
Elise Newton
President BC2.00$0
Vicki Sochocki
Vice President2.00$0
Kevin Healy
Treasurer BC2.00$0
Tina VanLaarhoven
Principal2.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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)
PersonKim CareyPersonNm

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$152,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,045CurrentTaxYearMinus1YearAmt
Current Tax Year$130,411CurrentTaxYearAmt
Total$683,099TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$52,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,882CurrentTaxYearMinus1YearAmt
Current Tax Year$55,396CurrentTaxYearAmt
Total$161,292TotalAmt

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$152,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$174,927CurrentTaxYearMinus1YearAmt
Current Tax Year$185,807CurrentTaxYearAmt
Total$844,391TotalAmt

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$844,391PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$434CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141CurrentTaxYearMinus1YearAmt
Current Tax Year$78CurrentTaxYearAmt
Total$1,761TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$434CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141CurrentTaxYearMinus1YearAmt
Current Tax Year$78CurrentTaxYearAmt
Total$1,761TotalAmt

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$153,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$134,418CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$197,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,068CurrentTaxYearMinus1YearAmt
Current Tax Year$185,885CurrentTaxYearAmt
Total$846,152TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99790PublicSupportCY509Pct
Public Support PY5090.99550PublicSupportPY509Pct
Investment Income CY0.00210InvestmentIncomeCYPct
Investment Income PY0.00450InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fun RunEvent1Nm
Gross Receipts Event1$30,579GrossReceiptsEvent1Amt
Charitable Contri Event1$30,579CharitableContriEvent1Amt
Other Direct Expenses Event1$12,459OtherDirectExpensesEvent1Amt
Gross Receipts Total$30,579GrossReceiptsTotalAmt
Charitable Contributions Tot$30,579CharitableContributionsTotAmt
Oth Direct Expnss Total Events$12,459OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,459DirectExpenseSummaryEventsAmt
Net Income Summary-$12,459NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $88
Other Expenses.1012Insurance $1674
Other Expenses.1Support Classrooms & Staff $45282
Other Expenses.2Support Athletic Teams $27189
Other Expenses.3Coaches Fees Paid to School $17416
Other Expenses.4Sports Equip Given to School $16622
Other Expenses.5Recognition Athletics $7563
Other Expenses.6Club Support $6255
Other Expenses.7Recognition Clubs & Classrooms $2442
Other Expenses.9Dance $24

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