2022-09-15T14:13:55-05:00 2021-10-31 941668792 PETRINOVICH PUGH & COMPANY LLP 333 WEST SANTA CLARA ST 800 SAN JOSE CA 951131716 990 2020-11-01 237073438 VANGUARD MUSIC AND PERFORMING ARTS VANG 4087275532 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 MICHAEL KOVALICH CFO 4087275532 2022-09-15 1 MICHAEL KOVALICH 999009999 JOHN KAWAMOTO P00476783 4082877911 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z MICHAEL KOVALICH 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 15762101 0 X WWW.SCVANGUARD.ORG X 1970 CA TO INSPIRE COMMUNITIES AND ENRICH LIVES BY INCREASING OPPORTUNITIES FOR PARTICIPATION, EDUCATION, AND EXCELLENCE IN THE PERFORMING ARTS. 12 12 225 20 0 0 171194 547347 64734 10688 133218 87556 1586704 2435857 1955850 3081448 0 0 0 0 1267431 954947 0 0 121331 1844918 1045702 3112349 2000649 -1156499 1080799 4284561 4913468 1886642 1221103 2397919 3692365 TO INSPIRE COMMUNITIES AND ENRICH LIVES BY INCREASING OPPORTUNITIES FOR PARTICIPATION, EDUCATION, AND EXCELLENCE IN THE PERFORMING ARTS. 0 0 A CORPS - THE VANGUARD DRUM & BUGLE CORPS IS A WORLD-RENOWNED, WORLD CHAMPION DRUM AND BUGLE CORPS THAT TRAVELS BETWEEN SIX AND EIGHT WEEKS EACH SUMMER THROUGHOUT THE UNITED STATES AND CANADA PERFORMING IN COMPETITIVE FIELD SHOWS AND PARADES. THE VANGUARD PROVIDES INSTRUCTION FOR THE EXPERIENCED THROUGH THE ADVANCED MEMBER IN THE AREAS OF BRASS, PERCUSSION AND COLOR GUARD. MEMBERSHIP IS PRIMARILY OPEN TO THOSE BETWEEN THE AGES OF 18 AND 21. DUE TO COVID 19 THIS PROGRAM WAS NOT ABLE TO BE IMPLEMENTED DURING THE CURRENT FISCAL YEAR. HOWEVER, SINCE THE CORPS DID NOT TOUR DURING THE SUMMER OF 2021, MEMBERS OF BOTH A-CORPS AND THE CADETS DID CREATE A WELL RECEIVED MUSIC VIDEO "WAIT FOR ME", BASED ON A CREATION FROM A WELL KNOWN ARTIST, GALEN HOOKS. CADET CORPS - THE VANGUARD CADETS TRAVEL APPROXIMATELY FOUR WEEKS DURING THE SUMMER MONTHS ACROSS THE UNITED STATES AND CANADA PERFORMING IN COMPETITIVE FIELD SHOWS AND PARADES WHILE PROVIDING INSTRUCTION FOR THE NOVICE THROUGH THE EXPERIENCED MEMBER IN THE AREAS OF BRASS, PERCUSSION AND COLOR GUARD. MEMBERSHIP IS PRIMARILY OPEN TO THOSE BETWEEN THE AGES OF 12 AND 18. DUE TO COVID 19 THIS PROGRAM WAS NOT ABLE TO BE IMPLEMENTED DURING THE CURRENT FISCAL YEAR. 1409657 93210 OTHER PROGRAM SERVICES INCLUDE MEMBERSHIP FEES, PARADES AND CONTEST, TICKETS, SALE OF MERCHANDISE AND OTHER REVENUE REPORTED ON FORM 990, PART VIII, LINES 2 - 11, COLUMN B. 1409657 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 225 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MICHAEL KOVALICH 4087275532 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 LINDA GARBARINO VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER BAUMAN PRESIDENT 2.00 X X 0 0 0 JOE KIRSCHER DIRECTOR 1.00 X 0 0 0 DANIELLE EWANCHUK DIRECTOR 1.00 X 0 0 0 RAY PULVER DIRECTOR 1.00 X 0 0 0 CYD ANTANG SECRETARY 2.00 X X 0 0 0 DEEPAK NATARAJAN DIRECTOR 1.00 X 0 0 0 AMY LIPSHY TREASURER 2.00 X X 0 0 0 MINDY MORTON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ANDERSON DIRECTOR 1.00 X 0 0 0 WILLIAM HUSTON DIRECTOR 1.00 X 0 0 0 RICHARD ESPINOZA DIRECTOR 1.00 X 0 0 0 KENNETH WILLIAMS JR DIRECTOR 1.00 X 0 0 0 MICHAEL KOVALICH CFO 40.00 X 11924 0 0 JEREMY VAN WERT EXECUTIVE DIRECTOR 40.00 X 30962 0 10231 BRETT BERNARDINI EXECUTIVE DIRECTOR (FORMER) 40.00 X 148596 0 0 191482 0 10231 1 1 0 0 0 302636 244711 547347 PARADES AND CONTESTS, COMMISSIONS 900099 10688 10688 10688 41576 41576 422505 25 376550 0 45955 25 45980 45980 14657438 12304103 2353335 2353335 21266 0 21266 21266 MISCELLANEOUS INCOME 900099 61256 61256 61256 3081448 93210 0 2440891 X 177501 106500 71001 489289 342503 112536 34250 124123 86886 28548 8689 164034 114824 37728 11482 39282 27497 9035 2750 178383 124868 41028 12487 59530 41671 13692 4167 12715 8901 2924 890 34784 24349 8000 2435 31412 21988 7225 2199 85099 59569 19573 5957 33269 23288 7652 2329 22096 15467 5082 1547 240000 168000 55200 16800 32801 22961 7544 2296 PROGRAM EXPENSES 89299 89299 REPAIRS & MAINTENANCE 54633 38243 12566 3824 FLEET EXPENSES 52046 36432 11971 3643 PAYROLL SERVICES 46495 32547 10693 3255 33858 23864 7663 2331 2000649 1409657 469661 121331 97838 992172 368422 379259 360752 3107 205804 0 5124 5124 2451720 737818 1721749 1713902 1524292 1817806 580 2098 4284561 4913468 70143 88399 397872 232286 1418627 900418 1886642 1221103 X 2397919 3692365 2397919 3692365 4284561 4913468 1080799 228671 -15024 0 X 0 0 0 X 550447 580235 379105 171194 547347 2228328 13788585 13563590 12569735 4792602 14689392 59403904 14339032 14143825 12948840 4963796 15236739 61632232 0 0 0 61632232 47905 49690 48152 34723 41576 222046 47905 49690 48152 34723 41576 222046 54009 46803 162813 56576 61256 381457 14440946 14240318 13159805 5055095 15339571 62235735 0.99030 0.99040 0.00360 0.00380 X 1892708 304357 2197065 1878195 14513 1892708 2113043 153153 388001 1878195 2142788 12000 -20214 21531 2113043 2056143 12000 245692 151000 20047 2142788 1.00000 0 0 111807 111807 1187561 334189 853372 463632 209818 253814 688720 193811 494909 1713902 SBA - PAYCHECK PROTECTION PLAN LOAN 445752 SBA - EIDL LOAN 149259 REFUNDS DUE TO MEMBERS 75032 HARVEST PAYCHECK PROTECTION PLAN LOAN 230375 900418 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED BY THE BOARD OF DIRECTORS. THE ORGANIZATION APPROPRIATES FOR DISTRIBUTION EACH YEAR THE INCOME EARNED FROM ITS ENDOWMENT FUND ON AN AS NEEDED BASIS WHICH IS DETERMINED BY THE BOARD OF DIRECTORS. 2664255 3135866 218713 1 0.10000 11993183 7964984 984540 1 0.10000 14657438 11100850 1203253 12304103 2353335 CA 1 0 1 0 1.00000 STEPHEN DUNCAN HOLADAY 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 0 STEPHEN DUNCAN HOLADAY 85000 ADMINISTERING AND COORDINATING ALL ASPECTS OF THE MEMBERS VOLUNTEERING AT THE BINGO PROGRAM AS WELL AS PAID STAFF: RECRUITING AND MENTORING MANAGERS, TRAINING ALL VOLUNTEERS, SCHEDULING AND TRACKING AS REQUIRED BY GOVERNING REGULATIONS. PREPARING THE BUDGET AND MANAGING THE OPERATION WITHIN THE CONSTRAINTS OF THE BUDGET ALONG WITH PROVIDING REPORTS REQUIRED BY THE BOARD OF DIRECTORS AND OUTSIDE REGULATORS. OBTAINING ALL RESOURCES NEEDED FOR THE BINGO OPERATION, INCLUDING EQUIPMENT, PLACEMENT CONTRACTS, MERCHANDISE AND CONSUMABLE PRODUCTS, WHILE PERIODICALLY UPDATING THE PROGRAM AND PRODUCTS OFFERED TO MAINTAIN AND GROW OUR BINGO CUSTOMER BASE AND PROVIDING THE HIGHEST INCOME POSSIBLE FOR VANGUARD PROGRAMS. X 0 0 0 0 0 0 0 0 0 0 BRETT BERNARDINI EXECUTIVE DIRECTOR (FORMER) 148596 0 0 0 0 0 0 0 0 0 148596 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND FINANCE COMMITTEE REVIEW AND APPROVE THE FORM 990 PRIOR TO SUBMISSION TO ENSURE THAT THE FORM 990 IS ACCURATE AND COMPLETE TO THEIR BEST KNOWLEDGE. THE CHIEF EXECUTIVE OFFICER, OR ANOTHER OFFICER ACTING IN THAT CAPACITY, SIGNS THE RETURN AND IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION CONTINUALLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE BOARD OF DIRECTORS COMPLETES A FORMAL PERFORMANCE APPRAISAL OF THE CEO AT THE END OF THE FISCAL YEAR, AND SETS THE COMPENSATION FOR THE NEW YEAR. THE CEO CONDUCTS A PERFORMANCE APPRAISAL OF HIS DIRECT REPORTS AT THE END OF EACH FISCAL YEAR, AND SETS THE COMPENSATION LEVEL AS PART OF THAT PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE AS REQUESTED AND REQUIRED, SCANNED DOCUMENT ON EMAIL, OR VIA HARDCOPY. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 41,671. MANAGEMENT AND GENERAL EXPENSES 13,692. FUNDRAISING EXPENSES 4,167. TOTAL EXPENSES 59,530. FORM 990, PART IX, LINE 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 9,141. MANAGEMENT AND GENERAL EXPENSES 3,004. FUNDRAISING EXPENSES 914. TOTAL EXPENSES 13,059. PROPERTY TAX: PROGRAM SERVICE EXPENSES 8,792. MANAGEMENT AND GENERAL EXPENSES 2,889. FUNDRAISING EXPENSES 879. TOTAL EXPENSES 12,560. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 5,389. MANAGEMENT AND GENERAL EXPENSES 1,770. FUNDRAISING EXPENSES 538. TOTAL EXPENSES 7,697. EQUIPMENT: PROGRAM SERVICE EXPENSES 542. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 542. FORM 990, PART V, LINE 7E AND LINE 7F THE ORGANIZATION DID NOT HAVE ANY PERSONAL BENEFIT CONTRACTS. FORM 990, PART V, LINE 8 AND LINE 9 THE ORGANIZATION DOES NOT MAINTAIN ANY DONOR ADVISED FUNDS. FORM 990, PART XII, LINE 3A THE ORGANIZATION IS NOT REQUIRED TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. FORM 990, SCHEDULE G, PART II, LINE 17A THE ORGANIZATION'S BINGO GAMING LICENSE IS GOVERNED BY THE CITY OF SANTA CLARA. THE CITY OF SANTA CLARA DOES NOT REQUIRE THE ORGANIZATION TO MAKE CHARITABLE DISTRIBUTIONS FROM THE GAMING PROCEEDS TO RETAIN ITS LICENSE. THE ORGANIZATION APPLIES ALL OF ITS BINGO PROCEEDS TOWARDS ITS EXEMPT ACTIVITIES. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IS RELATED TO CHANGES TO THE ORGANIZATION'S FIXED ASSETS AND HAS NO TAX IMPACT.