BRET HARTE EDUCATIONAL ASSOCIATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BRET HARTE EDUCATIONAL ASSOCIATION (EIN 77-0342966)
Tax period
2009-08-01 to 2010-07-31
Filed
2011-05-16
IRS object ID
201131409349300908
Schema version
2009v1.7
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)
Timestamp2011-05-16T14:06:45-05:00Timestamp
Tax Period End Date2010-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Abbott Stringham & LynchBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11550 Leigh AveAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95125ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770342966EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Bret Harte Educational AssociationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRETNameControl
Phone4085356270Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17050 Bret Harte DriveAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95120ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKim CareyName
TitleTreasurerTitle
Phone4085356270Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRaymond E ScheafferName
Phone4083778700Phone
Date Prepared2011-05-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKim CareyNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line17050 Bret Harte DriveAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95120ZIPCode
FieldValueIRS element (for citing)
Gross Receipts192744GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1993YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTo provide clubs, educational materials, supplies, co-curricular opportunities, etc., to students and teachers at Bret Harte Middle School.ActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year164157ContributionsGrantsPriorYear
Contributions Grants Current Year130397ContributionsGrantsCurrentYear
Program Service Revenue Prior Year54236ProgramServiceRevenuePriorYear
Program Service Revenue CY60494ProgramServiceRevenueCY
Investment Income Prior Year3679InvestmentIncomePriorYear
Investment Income Current Year1853InvestmentIncomeCurrentYear
Other Revenue Prior Year542OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year222614TotalRevenuePriorYear
Total Revenue Current Year192744TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year207051OtherExpensePriorYear
Other Expenses Current Year211284OtherExpensesCurrentYear
Total Expenses Prior Year207051TotalExpensesPriorYear
Total Expenses Current Year211284TotalExpensesCurrentYear
Revenues Less Expenses Prior Year15563RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-18540RevenuesLessExpensesCY
Total Assets BOY186308TotalAssetsBOY
Total Assets EOY167768TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY186308NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY167768NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide clubs, educational materials, supplies, co-curricular opportunities, ect., to students and teachers of the Bret Harte Middle SchoolMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense111977Expense
Revenue45439Revenue
DescriptionTo provide quality after-school clubs and sports programs. Young people prosper by being able to participate in after-school activities. The Bret Harte Educational Association Booster Club serves over 700 students each year.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense85475Expense
Revenue15055Revenue
DescriptionTo provide quality educational materials, supplies, etc., to students and teachers at Bret Harte Middle School. Students and teachers benefit by receiving support for items which are not included in the school district's budget. The Bret Harte Educational Association Community Club serves over 1,300 students and teachers each year.Description
FieldValueIRS element (for citing)
Total Program Service Expense197452TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported0BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Kim CareyBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4085356270TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1Bret Harte Middle School 7050 BretAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95120ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Michael Beauchamp
President2.00X000
Katherine Cance
Vice-President2.00X000
Kim Carey
Treasurer2.00X000
Elise Newton
Secretary2.00X000
Betty Gonzalo
vice-President2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues55476MembershipDues
Fundraising Events74921FundraisingEvents
Total Contributions130397TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionProgram FeesDescription
Business Code611710BusinessCode
Total Revenue Column60494TotalRevenueColumn
Related Or Exempt Function Income60494RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue60494TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1853TotalRevenueColumn
Related Or Exempt Function Income1853RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events74921CntrbtnsRprtdFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column192744TotalRevenueColumn
Related Or Exempt Function Income62347RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total27Total
Management And General27ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total12973Total
Management And General12973ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Athletics5575954927832
Coaches / Advisors5393553935
Community Club4984849848
Equipment3874238742

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total211284Total
Program Services197452ProgramServices
Management And General13832ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY68552BOY
EOY28611EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY117756BOY
EOY139157EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY186308BOY
EOY167768EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY85080BOY
EOY59647EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY101228BOY
EOY108121EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY186308BOY
EOY167768EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY186308BOY
EOY167768EOY
FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years132469CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years132496CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years182424CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year164157CurrentTaxYearMinus1Year
Current Tax Year130397CurrentTaxYear
Total741943Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years132469CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years132496CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years182424CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year164157CurrentTaxYearMinus1Year
Current Tax Year130397CurrentTaxYear
Total741943Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509741943PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years101CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years995CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5380CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3679CurrentTaxYearMinus1Year
Current Tax Year1853CurrentTaxYear
Total12008Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years101CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years995CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5380CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3679CurrentTaxYearMinus1Year
Current Tax Year1853CurrentTaxYear
Total12008Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years132570CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years133491CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years187804CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year167836CurrentTaxYearMinus1Year
Current Tax Year132250CurrentTaxYear
Total753951Total
FieldValueIRS element (for citing)
Public Support Percentage5090.98410PublicSupportPercentage509
Prior Year Support Percentage0.98700PriorYearSupportPercentage
Investment Income Percentage0.01590InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01300PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GENERAL FUNDRAISINGNameOfEvent1
Gross Receipts Event174921GrossReceiptsEvent1
Charitable Contributions Event174921CharitableContributionsEvent1
Gross Receipts Total74921GrossReceiptsTotal
Charitable Contributions Total74921CharitableContributionsTotal

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11The forms are reviewed by the governing body before filing.
Form 990, Part VI, Section B, line 12cConflicts are reviewed on a case by case basis by the board.
Form 990, Part VI, Section C, line 19The governing documents, conflicts of interest policy and financial statements of the organization are available for public inspection by request.

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