Civic Intelligence

Barrett Home School and Community Club

EIN 77-0559572 • 501(c)3 • Morgan Hill, CA

Profile

To encourage and promote cooperation and understanding between the school and home by organizing volunteers and raising funds for the benefit of barrett elementary school.

895 Barrett AveMorgan Hill, CA 95037

barrett.mhusd.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

10th percentile

-86%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-30%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,662

Down $20,531 (-30%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$47,662

Down $20,531 (-30%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$23,971

Down $30,492 (-56%) from 2024

Expenses

Down

$44,502

Down $11,844 (-21%) from 2024

Net Income

Down

-$20,531

Down $18,648 (-990%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $66,464Liabilities 2011: $02011Assets 2012: $66,259Net Assets 2012: $66,2592012Assets 2013: $68,241Liabilities 2013: $02013Assets 2014: $85,948Net Assets 2014: $85,9482014Assets 2015: $89,252Net Assets 2015: $89,2522015Assets 2016: $98,576Net Assets 2016: $98,5762016Assets 2017: $102,529Net Assets 2017: $102,5292017Assets 2018: $87,948Net Assets 2018: $87,9482018Assets 2019: $88,882Net Assets 2019: $88,8822019Assets 2020: $89,326Net Assets 2020: $89,3262020Assets 2021: $78,802Net Assets 2021: $78,8022021Assets 2022: $83,108Net Assets 2022: $83,1082022Assets 2023: $70,076Net Assets 2023: $70,0762023Assets 2024: $68,193Net Assets 2024: $68,1932024Assets 2025: $47,662Net Assets 2025: $47,6622025

Highlighted filing

2025

Assets$47,662
Liabilities-
Net Assets$47,662
Open 2025 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $43,666Expenses 2011: $42,952Net Income 2011: $7142011Revenue 2012: $53,812Expenses 2012: $54,017Net Income 2012: -$2052012Revenue 2013: $41,864Expenses 2013: $39,882Net Income 2013: $1,9822013Revenue 2014: $45,578Expenses 2014: $29,428Net Income 2014: $16,1502014Revenue 2015: $37,291Expenses 2015: $33,987Net Income 2015: $3,3042015Revenue 2016: $51,463Expenses 2016: $42,139Net Income 2016: $9,3242016Revenue 2017: $34,437Expenses 2017: $30,484Net Income 2017: $3,9532017Revenue 2018: $22,361Expenses 2018: $36,942Net Income 2018: -$14,5812018Revenue 2019: $25,362Expenses 2019: $24,428Net Income 2019: $9342019Revenue 2020: $22,285Expenses 2020: $21,841Net Income 2020: $4442020Revenue 2021: $5,379Expenses 2021: $15,903Net Income 2021: -$10,5242021Revenue 2022: $3,072Expenses 2022: $11,143Net Income 2022: -$8,0712022Revenue 2023: $24,454Expenses 2023: $25,109Net Income 2023: -$6552023Revenue 2024: $54,463Expenses 2024: $56,346Net Income 2024: -$1,8832024Revenue 2025: $23,971Expenses 2025: $44,502Net Income 2025: -$20,5312025

Highlighted filing

2025

Revenue$23,971
Expenses$44,502
Net Income-$20,531
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,662
Liabilities
-
Net assets
$47,662
Revenue
$23,971
Expenses
$44,502
Net income
-$20,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.24$0.45$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.54$0.56$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.24$0.25$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.05$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.22$0.22$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.25$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.22$0.37$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.51$0.42$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.37$0.34$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.46$0.29$0.16
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$0.42$0.40$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.54$0.54$0.00
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.44$0.43$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 19, 2025
Return Version
2024v5.2
Gross Receipts
$27,051
Mission and Program Overview

Mission

To encourage and promote cooperation and understanding between the school and home by organizing volunteers and raising funds for the benefit of barrett elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL ASSISTANCE TO BARRETT ELEMENTARY SCHOOL CLASSROOMS FOR VARIOUS ACTIVITIES AND RESOURCES, INCLUDING SCIENCE CAMP, FIELD TRIPS, TEACHERS' CLASS EXPENSES, SCHOOL ASSEMBLIES PRINCIPAL'S CONFERENCES.-$4,269
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEG GREENEPresidentPT$0--
SHANNON COSTANZATreasurerPT$0--
JOANNA JUREWITZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising Programes$27,031$27,031$3,080$23,951
Total Events$27,031$27,031$3,080$23,951
Filing and Contact Details

Filer

Filer Name
Barrett Home School and Community Club
EIN
77-0559572
Address
895 BARRETT AVE, MORGAN HILL, CA 95037

Signing Officer

Name
Shannon Costanza
Title
Treasurer
Signed
2025-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Lee A Olson EA Inc
Address
16360 Monterey Rd Ste 230, Morgan Hill, CA 95037
Preparer
Lee a Olson Ea
Phone
4087797674
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SCHOOL SUPPORT $19167”

Other Expenses.2

“Core funded programs $14678”

Other Expenses.3

“TEACHER GRANTS $4269”

Other Expenses.4

“Hscc operating expenses $2306”

Other Expenses.5

“HOSPITALITY $2203”

Other Expenses.6

“YEARBOOK $1685”

Other Expenses.7

“BOOK FAIR $118”

Other Expenses.8

“SAFETY PATROL $76”

Raw XML Appendix163 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04088281904
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068193
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20531
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068193
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEG GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON COSTANZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNA JUREWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND PROMOTE COOPERATION AND UNDERSTANDING BETWEEN THE SCHOOL AND HOME BY ORGANIZING VOLUNTEERS AND RAISING FUNDS FOR THE BENEFIT OF BARRETT ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL ASSISTANCE TO BARRETT ELEMENTARY SCHOOL CLASSROOMS FOR VARIOUS ACTIVITIES AND RESOURCES, INCLUDING SCIENCE CAMP, FIELD TRIPS, TEACHERS' CLASS EXPENSES, SCHOOL ASSEMBLIES PRINCIPAL'S CONFERENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04269
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03080
IRS990EZ/SpecialEventsNetIncomeLossAmt023951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044502
IRS990EZ/TotalProgramServiceExpensesAmt04269
IRS990EZ/TotalRevenueAmt023971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BARRETT.MHUSD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01647
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0112716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06706
IRS990ScheduleA/Total509Grp/TotalAmt0114363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023971
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06706
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114363
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03080
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISING PROGRAMES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027031
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023951
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03080
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SUPPORT $19167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CORE FUNDED PROGRAMS $14678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER GRANTS $4269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSCC OPERATING EXPENSES $2306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $2203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK $1685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK FAIR $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SAFETY PATROL $76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON COSTANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARRETT HOME SCHOOL AND COMMUNITY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0770559572
ReturnHeader/Filer/USAddress/AddressLine1Txt0895 BARRETT AVE
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770017517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee A Olson EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016360 Monterey Rd Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087797674
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE A OLSON EA
ReturnHeader/ReturnTs02026-01-08T13:54:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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