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Bret Harte Educational Association FY2021 filing

Tax-deductible

San Jose, CA501(c)(3)Education EIN 77-0342966Revenue $43K in FY2021

On file with the IRS7050 Bret Harte Dr, 95120-3205 · San Jose, CATax-exempt since Jul 1994Publicly supported — 509(a)(2)

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To provide support for clubs, classroom Educational materials and supplies, and extracurricular opportunities for students, teachers and administrators of the Bret Harte middle school

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $17K a year · 13% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
145 mo
of spending, in cash
Looks good: 144.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$43K
-75% vs prior year
Spent
$32K
To programs
97%
Net assets
$382K
By yearFY2020–FY2023
Revenue
$43K
FY2021▼ -75%
Tap a bar for its year
Revenue by fiscal year
FY2020$171K
FY2021$43K
FY2022$142K
FY2023$164K
Expenses
$32K
FY2021▼ -79%
Tap a bar for its year
Expenses by fiscal year
FY2020$151K
FY2021$32K
FY2022$96K
FY2023$171K
Net assets
$382K
FY2021▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$356K
FY2021$382K
FY2022$443K
FY2023$436K

From the FY2021 Form 990 (year ending July 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jul 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $31K Management & general 3% · $882

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Shallu Balla
President Cc
$0Pt VII · Sec A
Kristin Oleary
Secretary Cc
$0Pt VII · Sec A
Stephen Hull
Treasurer Cc
$0Pt VII · Sec A
Erika Murphy
Co President Bc
$0Pt VII · Sec A
Kristine Labelleirish
Co President Bc
$0Pt VII · Sec A
Heather Smith
Secretary Bc
$0Pt VII · Sec A
Brian Nagatani
Treasurer Bc
$0Pt VII · Sec A
See Bret Harte Educational Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports school clubs, provides classroom materials, and funds extracurricular activities for students and staff.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

The organization supports education and athletics for over 1000 students at Bret Harte Middle School. We pay for coaches and equipment for 14 different sports teams, support various school clubs, provide technology and supplies for teachers, and sponsor special assemblies and student enrichment programs.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Math Enrichment Summer Academy INCFY2025$3K
Total grants receivedfrom 1 funder$3K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$43K
Ln 12
Gifts and grantsLn 1h$38K
Fees for servicesLn 2g$3K
Other incomeLn 4–11$1K
Money outPt IX
$32K
Ln 25
Programscol B$31K
Managementcol C$882
Owns and owesPt X
$382K
net assets · Ln 32
Cash and savingsLn 1–2$382K
Total assetsLn 16$382K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$38K
Fees for servicesLn 2g$3K
Investment incomeLn 3$55
Other incomeLn 4–11$1K
Total revenueLn 12$43K
Assets in detailPt X, end of year
CashLn 1$264K
SavingsLn 2$118K
Cash and savings togetherLn 1–2$382K
Total assetsLn 16$382K
LiabilitiesLn 26$0
Net assetsLn 32$382K
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$358K$382K
Total assetsLn 16$358K$382K
LiabilitiesLn 26$24$0
Net assetsLn 32$358K$382K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Information technologyLn 14$171$171
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$5K$5K$492
All other expensesLn 24e$24K$24K$219
Total functional expensesLn 25$32K$31K$882$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $164K$171K−$7K$436K 990 PDF
FY2022 $142K$96K$45K$443K 990 PDF
FY2021 Viewing $43K$32K$11K$382K 990 PDF
FY2020 $171K$151K$20K$356K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $42,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $83,002$38,001
I-9 Program service revenuePrior year $48,791$3,225
I-10 Investment incomePrior year $73$55
I-11 Other revenuePrior year $38,799$1,353
I-12 Total revenuePrior year $170,665$42,634
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,391$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $149,259$31,723
I-18 Total expensesPrior year $150,650$31,723
I-19 Revenue less expensesPrior year $20,015$10,911
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $42,634 across 8 lines filed
VIII-1b Membership dues$37,501
VIII-1f All other contributions, gifts and grants$500
VIII-1h Total contributions, gifts and grants$38,001
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,225$3,225
VIII-3 Investment incomeExcluded from tax $55$55
VIII-8 Net income from fundraising events$1,103
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)$250
VIII-12 Total revenueRelated to mission $3,225 · Excluded from tax $55$42,634
Part IX · Statement of functional expenses $31,723 across 4 lines filed
IX-14 Information technologyManagement $171$171
IX-23 InsurancePrograms $1,930$1,930
IX-24 Other expenses (24a–d)Programs $5,005 · Management $492$5,497
IX-24e All other expensesPrograms $23,906 · Management $219$24,125
IX-25 Total functional expensesPrograms $30,841 · Management $882 · Fundraising $0$31,723
Part X · Balance sheet $382,247 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $247,323$264,409
X-2 Savings and temporary cash investmentsStart of year $110,267$117,838
X-16 Total assetsStart of year $357,590$382,247
X-26 Total liabilitiesStart of year $24$0
X-32 Total net assets or fund balancesStart of year $357,566$382,247
X-33 Total liabilities and net assetsStart of year $357,590$382,247
Part XI · Reconciliation of net assets $382,247 net assets at year end
XI-1 Total revenue$42,634
XI-2 Total expenses$31,723
XI-3 Revenue less expenses$10,911
XI-4 Net assets at start of year$357,566
XI-9 Other changes in net assets$13,770
XI-10 Net assets at end of year$382,247

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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