Civic Intelligence

Bret Harte Educational Association

990EZ • Fiscal year 2015 • EIN 77-0342966

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 10, 2015

7050 Bret Harte DriveSan Jose, CA 95120

(408) 535-6270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$302,029

Up $48,762 (+19%) from 2014

Net Assets

$302,029

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$173,426

Up $11,054 (+6.8%) from 2014

Expenses

Down

$124,663

Down $10,215 (-7.6%) from 2014

Net Income

Up

$48,763

Up $21,269 (+77%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $167,768Liabilities 2010: $0Net Assets 2010: $167,7682010Assets 2011: $191,552Liabilities 2011: $0Net Assets 2011: $191,5522011Assets 2012: $208,674Liabilities 2012: $0Net Assets 2012: $208,6742012Assets 2013: $225,769Liabilities 2013: $02013Assets 2014: $253,267Liabilities 2014: $02014Assets 2015: $302,029Net Assets 2015: $302,0292015Assets 2016: $343,457Liabilities 2016: $0Net Assets 2016: $343,4572016Assets 2017: $370,758Liabilities 2017: $0Net Assets 2017: $370,7582017Assets 2018: $343,188Net Assets 2018: $343,1882018Assets 2019: $335,974Liabilities 2019: $0Net Assets 2019: $335,9742019Assets 2020: $355,990Liabilities 2020: $24Net Assets 2020: $355,9662020Assets 2021: $382,247Liabilities 2021: $0Net Assets 2021: $382,2472021Assets 2022: $442,825Liabilities 2022: $0Net Assets 2022: $442,8252022Assets 2023: $436,081Liabilities 2023: $0Net Assets 2023: $436,0812023

Highlighted filing

2015

Assets$302,029
Liabilities-
Net Assets$302,029

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $211,2842010Expenses 2011: $185,8742011Expenses 2012: $152,3972012Revenue 2013: $185,299Expenses 2013: $168,204Net Income 2013: $17,0952013Revenue 2014: $162,372Expenses 2014: $134,878Net Income 2014: $27,4942014Revenue 2015: $173,426Expenses 2015: $124,663Net Income 2015: $48,7632015Revenue 2016: $209,908Expenses 2016: $168,477Net Income 2016: $41,4312016Revenue 2017: $200,937Expenses 2017: $173,636Net Income 2017: $27,3012017Revenue 2018: $180,016Expenses 2018: $207,670Net Income 2018: -$27,6542018Revenue 2019: $216,194Expenses 2019: $223,408Net Income 2019: -$7,2142019Revenue 2020: $170,665Expenses 2020: $150,650Net Income 2020: $20,0152020Revenue 2021: $42,634Expenses 2021: $31,723Net Income 2021: $10,9112021Revenue 2022: $141,524Expenses 2022: $96,165Net Income 2022: $45,3592022Revenue 2023: $164,126Expenses 2023: $170,871Net Income 2023: -$6,7452023

Highlighted filing

2015

Revenue$173,426
Expenses$124,663
Net Income$48,763
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 10, 2015
Return Version
2014v5.0
Gross Receipts
$185,885
Mission and Program Overview

Mission

To Provide Support For Clubs, Classroom Educational Materials & Supplies, and Extracurricular Opportunities for Students, Teachers and Administrators of the Bret Harte Middle School.

Program Services

DescriptionGrantsExpenses
The 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.$122,851-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandi GeringerPresident Cc-$0--
Katrina HealyVice President-$0--
Elisabeth HsuTreasurer Cc-$0--
Elise NewtonPresident Bc-$0--
Vicki SochockiVice President-$0--
Kevin HealyTreasurer Bc-$0--
Tina VanLaarhovenPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$30,579-$12,459-
Total Events$30,579-$12,459$-12,459
Filing and Contact Details

Filer

Filer Name
Bret Harte Educational Association
EIN
77-0342966
Phone
4085356270
Address
7050 Bret Harte Drive, San Jose, CA 95120

Signing Officer

Name
Kevin Healy
Title
Treasurer
Signed
2015-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Mary Schlosser EA
Address
PO Box 2739, Sunnyvale, CA 94087
Preparer
Mary Schlosser EA
Phone
4087460570
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $88

Other Expenses.1012

Insurance $1674

Other Expenses.1

Support Classrooms & Staff $45282

Other Expenses.2

Support Athletic Teams $27189

Other Expenses.3

Coaches Fees Paid to School $17416

Other Expenses.4

Sports Equip Given to School $16622

Other Expenses.5

Recognition Athletics $7563

Other Expenses.6

Club Support $6255

Other Expenses.7

Recognition Clubs & Classrooms $2442

Other Expenses.9

Dance $24

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1674
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Support Athletic Teams $27189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Coaches Fees Paid to School $17416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sports Equip Given to School $16622
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ReturnHeader/Filer/EIN0770342966
ReturnHeader/Filer/PhoneNum04085356270
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095120
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2739
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sunnyvale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094087
ReturnHeader/PreparerPersonGrp/PhoneNum04087460570
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Schlosser EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-10T08:09:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$1.64$1.71$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$1.42$0.96$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.43$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$1.71$1.51$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$2.16$2.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.43$3.43$1.80$2.08$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$2.01$1.74$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$2.10$1.68$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.02$3.02$1.73$1.25$0.49
2014Summary only. Only limited summary data is available for this year.$2.53$0.00$1.62$1.35$0.27
2013Summary only. Only limited summary data is available for this year.$2.26$0.00$1.85$1.68$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$2.11