Civic Intelligence

Union Middle Home & School Club Parent Teacher Assoucation

990EZ • Fiscal year 2017 • EIN 77-0477578

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 22, 2017

2130 Los Gatos Almaden RoadSan Jose, CA 95124

(408) 371-0366

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.72x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

1.38x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.9%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$118,380

Down $7,284 (-5.8%) from 2016

Net Assets

Up

$33,704

Up $568 (+1.7%) from 2016

Liabilities

Down

$84,676

Down $7,852 (-8.5%) from 2016

Revenue

Down

$61,386

Down $1,220 (-1.9%) from 2016

Expenses

Up

$60,818

Up $15,095 (+33%) from 2016

Net Income

Down

$568

Down $16,315 (-97%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $41,907Liabilities 2011: $21,0482011Assets 2012: $40,318Liabilities 2012: $21,131Net Assets 2012: $19,1872012Assets 2013: $55,928Liabilities 2013: $41,317Net Assets 2013: $14,6112013Assets 2014: $78,812Liabilities 2014: $62,657Net Assets 2014: $16,1552014Assets 2015: $94,558Liabilities 2015: $78,305Net Assets 2015: $16,2532015Assets 2016: $125,664Liabilities 2016: $92,528Net Assets 2016: $33,1362016Assets 2017: $118,380Liabilities 2017: $84,676Net Assets 2017: $33,7042017Assets 2018: $123,346Net Assets 2018: $123,3462018Assets 2019: $140,357Liabilities 2019: $0Net Assets 2019: $140,3572019Assets 2020: $174,534Liabilities 2020: $0Net Assets 2020: $174,5342020Assets 2021: $191,162Net Assets 2021: $191,1622021Assets 2022: $226,891Net Assets 2022: $226,8912022Assets 2023: $236,961Liabilities 2023: $0Net Assets 2023: $236,9612023Assets 2024: $190,406Liabilities 2024: $0Net Assets 2024: $190,4062024Assets 2025: $190,407Liabilities 2025: $0Net Assets 2025: $190,4072025

Highlighted filing

2017

Assets$118,380
Liabilities$84,676
Net Assets$33,704

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $47,354Expenses 2011: $38,887Net Income 2011: $8,4672011Revenue 2012: $51,578Expenses 2012: $53,250Net Income 2012: -$1,6722012Revenue 2013: $53,637Expenses 2013: $58,213Net Income 2013: -$4,5762013Revenue 2014: $50,103Expenses 2014: $48,559Net Income 2014: $1,5442014Revenue 2015: $58,406Expenses 2015: $58,310Net Income 2015: $962015Revenue 2016: $62,606Expenses 2016: $45,723Net Income 2016: $16,8832016Revenue 2017: $61,386Expenses 2017: $60,818Net Income 2017: $5682017Revenue 2018: $72,292Expenses 2018: $67,326Net Income 2018: $4,9662018Revenue 2019: $89,292Expenses 2019: $72,281Net Income 2019: $17,0112019Revenue 2020: $91,721Expenses 2020: $57,544Net Income 2020: $34,1772020Revenue 2021: $88,305Expenses 2021: $71,677Net Income 2021: $16,6282021Revenue 2022: $96,513Expenses 2022: $60,784Net Income 2022: $35,7292022Revenue 2023: $79,530Expenses 2023: $69,460Net Income 2023: $10,0702023Revenue 2024: $33,134Expenses 2024: $79,689Net Income 2024: -$46,5552024Revenue 2025: $80,071Expenses 2025: $80,070Net Income 2025: $12025

Highlighted filing

2017

Revenue$61,386
Expenses$60,818
Net Income$568
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$183,397
Mission and Program Overview

Mission

The home and school club provides numerous benefits to the school which includes the following accomplishments: reimbursing teachers for school supplies, purchasing and donating various books, technology equipment and supplies to the school for the benefit of the students.

The home and school club provides numerous benefits to the school which includes the following accomplishments: reimbursing teachers for school supplies,purchasing and donating various books, technology equipment and supplies to the school for the benefit of the students.

Program Services

DescriptionGrantsExpenses
TO AUGMENT AND ENHANCE THE EXISTING CURRICULUM AND THE GENERAL WELFARE AT THE SCHOOL.-$56,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMA NEMANIPresident-$0--
MAUREEN CURRIEVice Preside-$0--
KRISTI HAFTORSONRecording SePT$0--
ANGIE LUCorrespond S-$0--
ALEC CHINGTreasurer-$0--
DOUG EVANSAuditor-$0--
KARLA CARLENParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$144,266$144,266$122,011$22,255
Total Events$144,266$144,266$122,011$22,255
Filing and Contact Details

Filer

Filer Name
Union Middle School Home and
EIN
77-0477578
Phone
4083710366
Address
2130 LOS GATOS ALMADEN ROAD, SAN JOSE, CA 95124

Signing Officer

Name
Alec Ching
Title
Treasurer
Phone
4083710366
Signed
2017-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher supplies 22,192 administrative 4,518 taxes & licences 935 other program 6,769 student activities 24,997 insurance 485 audit 708 non-investment depreciation 214 total 60,818

Form 990-ez, Part II, Line 24

Fixed assets 13,736 13,736 less accumulated depreciation 12,988 13,202 total 748 534

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 92,528 84,676 other liabilities 0 0

Form 990-ez, Part III

The home and school club provides numerous benefits to the school which includes the following accomplishments: reimbursing teachers for school supplies,purchasing and donating various books, technology equipment and supplies to the school for the benefit of the students.

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPOND S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0534
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IRS990EZ/PrimaryExemptPurposeTxt0THE HOME AND SCHOOL CLUB PROVIDES NUMEROUS BENEFITS TO THE SCHOOL WHICH INCLUDES THE FOLLOWING ACCOMPLISHMENTS: REIMBURSING TEACHERS FOR SCHOOL SUPPLIES,PURCHASING AND DONATING VARIOUS BOOKS, TECHNOLOGY EQUIPMENT AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AUGMENT AND ENHANCE THE EXISTING CURRICULUM AND THE GENERAL WELFARE AT THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0122011
IRS990EZ/SpecialEventsNetIncomeLossAmt022255
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UNIONSD.X12.CA.US
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES NUMEROUS BENEFITS TO THE SUPPORTED ORGANZATION INCLUDING REIMBURSING TEACHERS FOR SCHOOL SUPPLIES, PURCHASING AND DONATING BOOKS, TECHNOLOGY EQUIPMENT, AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1REIMBURSING TEACHERS FOR SCHOOL SUPPLIES, PURCHASING AND DONATING BOOKS, TECHNOLOGY EQUIPMENT, AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF STUDENTS.
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt053958
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0UNION MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt053958
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0122011
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0144266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0144266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0144266
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022255
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0122011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER SUPPLIES 22,192 ADMINISTRATIVE 4,518 TAXES & LICENCES 935 OTHER PROGRAM 6,769 STUDENT ACTIVITIES 24,997 INSURANCE 485 AUDIT 708 NON-INVESTMENT DEPRECIATION 214 TOTAL 60,818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIXED ASSETS 13,736 13,736 LESS ACCUMULATED DEPRECIATION 12,988 13,202 TOTAL 748 534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 92,528 84,676 OTHER LIABILITIES 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE HOME AND SCHOOL CLUB PROVIDES NUMEROUS BENEFITS TO THE SCHOOL WHICH INCLUDES THE FOLLOWING ACCOMPLISHMENTS: REIMBURSING TEACHERS FOR SCHOOL SUPPLIES,PURCHASING AND DONATING VARIOUS BOOKS, TECHNOLOGY EQUIPMENT AND SUPPLIES TO THE SCHOOL FOR THE BENEFIT OF THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEC CHING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04083710366
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION MIDDLE SCHOOL HOME AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL CLUB
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0770477578
ReturnHeader/Filer/PhoneNum04083710366
ReturnHeader/Filer/USAddress/AddressLine1Txt02130 LOS GATOS ALMADEN ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE72839DB4321A99BCEE30BB807D01DE945D19B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CACE634D35D390348DD40F49AF9814A6A745E093
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02018-01-17T11:42:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.80$0.80$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.33$0.80$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.80$0.69$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.27$2.27$0.97$0.61$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.88$0.72$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.92$0.58$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.89$0.72$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.72$0.67$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.85$0.34$0.61$0.61$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.93$0.33$0.63$0.46$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.78$0.16$0.58$0.58$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.63$0.16$0.50$0.49$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.41$0.15$0.54$0.58$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.21$0.19$0.52$0.53$0.02
2011Summary only. Only limited summary data is available for this year.$0.42$0.21$0.47$0.39$0.08