Civic Intelligence

Bret Harte Educational Association

990 • Fiscal year 2020 • EIN 77-0342966

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 21, 2021

Organization ProfileN/A
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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

6.0%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$355,990

Up $20,016 (+6.0%) from 2019

Net Assets

Up

$355,966

Up $19,992 (+6.0%) from 2019

Liabilities

Up

$24

Up $24 from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Down

$170,665

Down $45,529 (-21%) from 2019

Expenses

Down

$150,650

Down $72,758 (-33%) from 2019

Net Income

Up

$20,015

Up $27,229 (+377%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2020

Assets$355,990
Liabilities$24
Net Assets$355,966
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

2020

Revenue$170,665
Expenses$150,650
Net Income$20,015
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 21, 2021
Return Version
2019v5.1
Gross Receipts
$189,927
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.

To provide support for clubs, classroom educational materials and supplies, and extracurricular opportunities for students, teachers and administrators of the bret harte middle school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$138,311$245,723▲ $107,412
Savings and Temporary Cash Investments$197,663$110,267▼ $87,396
Total Assets$335,974$355,990▲ $20,016
Liabilities
Accounts Payable and Accrued Expenses-$24-
Total Liabilities$0$24▲ $24
Net Assets / Fund Balance
Total Net Assets Fund Balance$335,974$355,966▲ $19,992
Total Liabilities and Net Assets / Fund Balance$335,974$355,990▲ $20,016
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Erin PooleBooster Club Co-president
Stacey PimentalBooster Club Co-president
Shallu BallaCommunity Club Co President
Yael KharmanCommunity Club Co President
Nicole CaltagironeBooster Club Vice President
Carrie GeniseAthletic Director
Meredith ShyyBooster Club Secretary
Bharathi ShamannaBooster Club Treasurer
Erika MurphyCommunity Club Secretary
Iwona WarraichCommunity Club Treasurer
Alanna CallawaywilsonPrincipal
Revenue and Support

Revenue Composition

Contributions and Grants
$83,002
Program Service Revenue
$48,791
Investment Income
$73
Other Revenue
$38,799
Change in Net Assets
$20,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,259
Salaries, Compensation, and Employee Benefits$1,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$132,898--$132,898
Other Expenses$8,690$571-$8,690
Insurance$2,301--$2,301
Other Salaries and Wages$1,391--$1,391
Office Expenses-$442-$442
Total Functional Expenses$149,637$1,013$0$150,650
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,061
Fundraising Direct Expenses$19,262
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run Turkey Run$36,285$36,285$10,586$25,699
Snac Sales$21,776$21,776$8,676$13,100
Total Events$58,061$58,061$19,262$38,799
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11

“Key officers reviewed the return without full board”

Part VI, Line 19

“No other documents available to public”

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
Steven
Title
Treasurer
Phone
4085356270
Signed
2021-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shallu Balla
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
9

Preparer

Firm
Block Advisors
Address
15466 LOS GATOS BLVD STE 201, LOS GATOS, CA 95032
Preparer
Paul Pilipenko
Phone
4083583822
Supplemental Narrative

Additional Explanations

Part IX, Line 24E

“Expenses listed on attachment 5”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMUNITY CLUB CO PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOOSTER CLUB SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10ATHLETIC DIRECTOR
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IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0859107
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0187224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0149915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0221581
IRS990ScheduleA/Total509Grp/TotalAmt0859107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0187310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0150005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221651
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0859512
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019262
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SNAC SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUN TURKEY RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058061
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038799
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010586
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEY OFFICERS REVIEWED THE RETURN WITHOUT FULL BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES LISTED ON ATTACHMENT 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0335974
IRS990/TotalAssetsEOYAmt0355990
IRS990/TotalAssetsGrp/BOYAmt0335974
IRS990/TotalAssetsGrp/EOYAmt0355990
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083002
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01013
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0149637
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt024
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0335974
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0355966
IRS990/TotalProgramServiceExpensesAmt0149637
IRS990/TotalProgramServiceRevenueAmt048791
IRS990/TotalRevenueGrp/ExclusionAmt073
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048791
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170665
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0335974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355990
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07050 HARTE DRIVE
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095120
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04085356270
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRET HARTE EDUCATIONAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BRET
ReturnHeader/Filer/EIN0770342966
ReturnHeader/Filer/PhoneNum04085356270
ReturnHeader/Filer/USAddress/AddressLine1Txt07050 BRET HARTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015466 LOS GATOS BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS GATOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095032
ReturnHeader/PreparerPersonGrp/PhoneNum04083583822
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Pilipenko
ReturnHeader/ReturnTs02021-06-21T19:31:23Z
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,990
Liabilities
$24
Net assets
$355,966
Revenue
$170,665
Expenses
$150,650
Net income
$20,015
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