BALAJI MATHA: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BALAJI MATHA (EIN 20-2575264)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-01
IRS object ID: 201213069349301636
Schema version: 2011v1.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-01T16:55:43-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JESSIE TAX SERVICES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1491 S WOLFE RD	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94087	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	202575264	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BALAJI MATHA	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BALA	NameControl
Phone	4082031036	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1146/ 5004 N FIRST STREET	AddressLine1
City	SAN JOSE	City
State	CA	State
ZIP Code	95002	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NARAYANANDA SWAMI	Name
Title	CEO	Title
Phone	4082031036	Phone
Date Signed	2012-04-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JASWANT S JESSIE EA	Name
Phone	4087362451	Phone
Date Prepared	2012-11-01	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	NARAYANANDA SWAMI	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	678 CYPRESS AVE	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94085	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	400678	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	BALAJIMATHA.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2005	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	RELIGIOUS SERVICES	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	11	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	236206	ContributionsGrantsPriorYear
Contributions Grants Current Year	400678	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	236206	TotalRevenuePriorYear
Total Revenue Current Year	400678	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	10324	TotalFundrsngExpCurrentYear
Other Expense Prior Year	84256	OtherExpensePriorYear
Other Expenses Current Year	148700	OtherExpensesCurrentYear
Total Expenses Prior Year	84256	TotalExpensesPriorYear
Total Expenses Current Year	148700	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	151950	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	251978	RevenuesLessExpensesCY
Total Assets BOY	1344978	TotalAssetsBOY
Total Assets EOY	1782702	TotalAssetsEOY
Total Liabilities BOY	268455	TotalLiabilitiesBOY
Total Liabilities EOY	454201	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1076523	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1328501	NetAssetsOrFundBalancesEOY
Mission Description	RELIGIOUS SERVICES	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	37956	Expense
Revenue	400223	Revenue
Description	RELIGIOUS PROGRAMS	Description
Total Program Service Expense	37956	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	false	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	NARAYANANDA SWAMI	NamePerson
Telephone Number	4082031036	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	678 CYPRESS AVE	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94085	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

Field	Value	IRS element (for citing)
Name Person	NARAYANANDA SWAMI	NamePerson
Title	PRESIDENT	Title
Average Hours Per Week	40.00	AverageHoursPerWeek
Individual Trustee Or Director	X	IndividualTrusteeOrDirector
Institutional Trustee	X	InstitutionalTrustee
Reportable Comp From Organization	0	ReportableCompFromOrganization
Reportable Comp From Related Orgs	0	ReportableCompFromRelatedOrgs
Other Compensation	0	OtherCompensation

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	400678	FundraisingEvents
Noncash Contributions	28764	NoncashContributions
Total Contributions	400678	TotalContributions
Cntrbtns Rprtd Fundraising Events	400678	CntrbtnsRprtdFundraisingEvents

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	400678	TotalRevenueColumn

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	26498	Total
Program Services	0	ProgramServices
Management And General	26498	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	166	Total
Program Services	0	ProgramServices
Management And General	166	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1315	Total
Program Services	0	ProgramServices
Management And General	1315	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	11641	Total
Program Services	0	ProgramServices
Management And General	11641	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
TEMPLE SUPPLIES	1675	1200	475
RELIGIOUS IDOLS ORNAMNETS	20000	20000	0
DONATIONS TO OTHER CHARITIES	2884	2884	0
POSTAGE	58	29	29

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	84463	Total
Program Services	13843	ProgramServices
Management And General	60800	ManagementAndGeneral
Fundraising	9820	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	148700	Total
Program Services	37956	ProgramServices
Management And General	100420	ManagementAndGeneral
Fundraising	10324	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	205803	BOY
EOY	129587	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1653115	LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1139175	BOY
EOY	1653115	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1344978	BOY
EOY	1782702	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	38625	BOY
EOY	261871	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	229830	BOY
EOY	192330	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	268455	BOY
EOY	454201	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	151950	BOY
EOY	251978	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	924573	BOY
EOY	1076523	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1076523	BOY
EOY	1328501	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1344978	BOY
EOY	1782702	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	251978	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Church170b1 Ai	X	Church170b1Ai
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170
Public Support Total509	0	PublicSupportTotal509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1653115	InvestmentCostOrOtherBasis
Book Value	1653115	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1653115	TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 8a	RELIGIOUS PROGRAMS
Pt VI, Line 8b	RELIGIOUS PROGRAMS
Pt VI, Line 11a	RELIGIOUS PROGRAMS
Form 990, Part IX, Line 24f	SMALL EQUIPMENTS 1180. 580. 0. 600. PHONE AND CELL PHONE 1455. 971. 242. 242. AUTO EXPENSES 813. 413. 200. 200. PRINTING 649. 449. 0. 200. TAX 10. 0. 10. 0. PG & E 3868. 2500. 1000. 368. UTILITIES,CITY OF SAN JOSE, CA 1845. 1500. 345. 0. SAN JOSE, CA CITY PERMITS 7544. 0. 7544. 0. INSURANCE 7976. 5885. 2091. 0. PROPERTY TAX 19749. 0. 19749. 0. SAN BENITO COUNTY FEES 486. 0. 486. 0. ARCHTECT FEES 10650. 0. 10650. 0. BOOKS 145. 145. 0. 0. SECRETARY OF STATE 10. 0. 10. 0. ADVERTISEMENTS 2200. 1400.