Civic Intelligence

Bret Harte Educational Association

990 • Fiscal year 2022 • EIN 77-0342966

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 12, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

232%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$442,825

Up $60,578 (+16%) from 2021

Net Assets

Up

$442,825

Up $60,578 (+16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$141,524

Up $98,890 (+232%) from 2021

Expenses

Up

$96,165

Up $64,442 (+203%) from 2021

Net Income

Up

$45,359

Up $34,448 (+316%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$442,825
Liabilities$0
Net Assets$442,825
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$141,524
Expenses$96,165
Net Income$45,359
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 12, 2023
Return Version
2021v4.2
Gross Receipts
$144,133
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$270,264$330,815▲ $60,551
Savings and Temporary Cash Investments$111,965$112,010▲ $45
Total Assets$382,229$442,825▲ $60,596
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$382,229$442,825▲ $60,596
Total Liabilities and Net Assets / Fund Balance$382,229$442,825▲ $60,596
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Kristine LabelleirishCo-president Bhbc
Erika MurphyPresident Bhbc
Shallu BallaPresident Bhcc
Jen MclaughlinVice President Bhbc
Heather SmithSecretary Bhbc
Kristin OlearySecretary Bhcc
Brian NagataniTreasurer Bhbc
Stephen HullTreasurer Bhcc
Revenue and Support

Revenue Composition

Contributions and Grants
$83,759
Program Service Revenue
$51,474
Investment Income
$46
Other Revenue
$6,245
All Other Contributions
$5,290
Change in Net Assets
$45,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$75,109$526-$75,635
Insurance$2,898--$2,898
Other Expenses$1,053$634-$1,053
Information Technology-$171-$171
Total Functional Expenses$94,834$1,331$0$96,165
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,854
Fundraising Direct Expenses$2,609
Professional Fundraising Fees$0
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 11B

“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
Stephen Hull
Title
Treasurer
Phone
4085356270
Signed
2023-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Murphy
Formed
1993
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
20

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 4”

Part XI, Line 9

“Adjust with prior year reconciliation correction”

Raw XML Appendix363 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
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IRS990/TotalAssetsBOYAmt0382229
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IRS990/TotalFunctionalExpensesGrp/TotalAmt096165
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceRevenueAmt051474
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051474
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141524
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IRS990/VotingMembersIndependentCnt025
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN HULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04085356270
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-12
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS GATOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095032
ReturnHeader/PreparerPersonGrp/PhoneNum04083583822
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Pilipenko
ReturnHeader/ReturnTs02023-06-12T19:37:54Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HULL
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$442,825
Liabilities
$0
Net assets
$442,825
Revenue
$141,524
Expenses
$96,165
Net income
$45,359
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