Civic Intelligence

Ubc Retirees Club Charter 102

EIN 32-0433956 • 501(c)7 • San Jose, CA

Profile

(1) Organized for pleasure, recreation, and other nonprofitable purposes, substantially all of the activities of which are for such purposes and no part of the net earnings of which inures to the benefit of any private shareholder. (2) To unite retired members of the United Brotherhood of Carpenters and Joiners of America for the protection and advancement of their mutual interests. (3) To advance the educational, economic and social welfare and interests of its members. (4) To participate in and promote community activities relating to the interests of its members. (5) To support the best interests of the United Brotherhood of Carpenters and Joiners, and of the American and Canadian trade union movements

116 Squarehaven CourtSan Jose, CA 95111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-163%

Higher net margin than 3% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$8,104

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$8,104

No earlier filing loaded for comparison.

Revenue

$215

No earlier filing loaded for comparison.

Expenses

$565

No earlier filing loaded for comparison.

Net Income

-$350

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2021: $8,104Liabilities 2021: $0Net Assets 2021: $8,1042021

Highlighted filing

2021

Assets$8,104
Liabilities$0
Net Assets$8,104

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0K$500$0-$500Revenue 2021: $215Expenses 2021: $565Net Income 2021: -$3502021

Highlighted filing

2021

Revenue$215
Expenses$565
Net Income-$350

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$8,104$0$8,104$215$565$350
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 17, 2021
Return Version
2020v4.1
Gross Receipts
$215
Mission and Program Overview

Mission

(1) Organized for pleasure, recreation, and other nonprofitable purposes, substantially all of the activities of which are for such purposes and no part of the net earnings of which inures to the benefit of any private shareholder. (2) To unite retired members of the United Brotherhood of Carpenters and Joiners of America for the protection and advancement of their mutual interests. (3) To advance the educational, economic and social welfare and interests of its members. (4) To participate in and promote community activities relating to the interests of its members. (5) To support the best interests of the United Brotherhood of Carpenters and Joiners, and of the American and Canadian trade union movements

Program Services

DescriptionGrantsExpenses
To participate in and promote community activitiesrelating to the interests of its members. The activity was the annual picnic.$0$0
To advance the educational, economic and socialwelfare and interests of its members. An annual scholarship was given to a student interested in the carpentry trade.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlie HartwickBoard PresidentPT$0--
Ray CarrilloBoard Vice PresidentPT$0--
Linda HartwickBoard SecretaryPT$0--
Ronald A AmezquitaBoard TreasurerPT$0--
Gordon ColeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
UBC Retirees Club Charter 102
EIN
32-0433956
Phone
4083181162
Address
116 Squarehaven Court, San Jose, CA 95111

Signing Officer

Name
Ronald A Amezquita
Title
Board Treasurer
Phone
4083181162
Signed
2021-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Frederick Accountancy FSB Inc
Address
900 Lafayette Street STE 201-16, Santa Clara, CA 95050-4966
Preparer
Paul F Soto CPA
Phone
4083202211
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Bank Dividends. Amount: 5.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Other Expenses. Amount: 40.

Raw XML Appendix126 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095111
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlie Hartwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ray Carrillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Hartwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ronald A Amezquita
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gordon Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/Filer/EIN0320433956
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ReturnHeader/Filer/USAddress/CityNm0San Jose
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ReturnHeader/PreparerPersonGrp/PhoneNum04083202211
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-17
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ReturnHeader/ReturnTs02021-07-17T21:36:21-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ronald
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ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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