2024-09-14T11:36:42-05:00 2023-10-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2022-11-01 237073438 VANGUARD MUSIC AND PERFORMING ARTS VANG 4087275532 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 RUSSELL GAVIN CEO 4087275532 2024-09-14 1 1 JOHN KAWAMOTO P00476783 4082877911 2022 2024-08-08 14:25:15Z RUSSELL GAVIN 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 18759497 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. 9 9 44 10 0 0 457855 1355929 1298242 54896 -23276 -880 2343445 2859159 4076266 4269104 51105 0 0 0 2696458 1073344 0 0 41843 4036560 1589053 6784123 2662397 -2707857 1606707 2390301 3121648 1700788 511178 689513 2610470 X TO INSPIRE COMMUNITIES AND ENRICH LIVES BY INCREASING OPPORTUNITIES FOR PARTICIPATION, EDUCATION, AND EXCELLENCE IN THE PERFORMING ARTS. 0 0 350431 31330 THE SANTA CLARA VANGUARD DRUM & BUGLE CORPS IS A WORLD-RENOWNED, WORLD CHAMPION DRUM AND BUGLE CORPS THAT TRAVELS BETWEEN SIX AND EIGHT WEEKS DURING THE SUMMER MONTHS THROUGHOUT THE UNITED STATES IN COMPETITIVE FIELD SHOWS AND PARADES. VANGUARD PROVIDES INSTRUCTION FOR EXPERIENCED THROUGH ADVANCED MEMBERS IN THE AREAS OF BRASS, PERCUSSION, AND COLOR GUARD. MEMBERSHIP IS PRIMARILY OPEN TO THOSE BETWEEN THE AGES OF 18 AND 21. SANTA CLARA VANGUARD OFFERS PERFORMING ARTS STUDENTS ONCE-IN-A-LIFETIME EXPERIENCES WHERE STUDENTS DEVELOP LIFELONG SKILLS IN THE AREAS OF LEADERSHIP, PERSONAL DEVELOPMENT, AND COMMUNITY-BUILDING. GRADUATES OF THE SANTA CLARA VANGUARD GO ON TO BECOME LEADERS IN ALL INDUSTRIES IN THE WORLD. IN FY22/23, WE REORGANIZED TO BE ABLE TO CONTINUE OUR CHARITABLE MISSION IN THE FUTURE. 14038 3300 THE VANGUARD CADETS DRUM & BUGLE CORPS IS A WORLD-RENOWNED, WORLD CHAMPION DRUM AND BUGLE CORPS THAT TRAVELS APPROXIMATELY FOUR WEEKS DURING THE SUMMER MONTHS ACROSS THE UNITED STATES PERFORMING IN COMPETITIVE FIELD SHOWS AND PARADES. THE VANGUARD CADETS PROVIDES INSTRUCTION FOR THE NOVICE THROUGH EXPERIENCED MEMBERS IN THE AREAS OF BRASS, PERCUSSION AND COLOR GUARD. MEMBERSHIP IS PRIMARILY OPEN TO THOSE BETWEEN THE AGES OF 12 AND 18. THE VANGUARD CADETS OFFERS PERFORMING ARTS STUDENTS ONCE-IN-A-LIFETIME EXPERIENCES WHERE STUDENTS DEVELOP LIFELONG SKILLS IN THE AREAS OF LEADERSHIP, PERSONAL DEVELOPMENT, AND COMMUNITY-BUILDING. GRADUATES OF THE VANGUARD CADETS CAN GO ON TO BECOME A MEMBER OF THE SANTA CLARA VANGUARD, AND BECOME LEADERS IN ALL INDUSTRIES IN THE WORLD. IN FY22/23 WE REORGANIZED TO BE ABLE TO CONTINUE OUR CHARITABLE MISSION IN THE FUTURE. 1272183 2879425 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. 1636652 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 44 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X RUSSELL GAVIN 4087275532 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 AMY LIPSHY PRESIDENT 2.00 X X 0 0 0 NICK SHILLING VICE PRESIDENT 2.00 X X 0 0 0 MINDY MORTON SECRETARY 2.00 X X 0 0 0 CHRISTOPHER ANDERSON TREASURER UNTIL 6/23 2.00 X X 0 0 0 ROBERT SCHILLER TREASURER AS OF 6/23 2.00 X X 0 0 0 SHANNON MCGHEE DIRECTOR 1.00 X 0 0 0 RICARDO ESPINOSA DIRECTOR 1.00 X 0 0 0 LINDA GARBARINO DIRECTOR 1.00 X 0 0 0 MATT HEIM DIRECTOR 1.00 X 0 0 0 MAYA HEIM DIRECTOR 1.00 X 0 0 0 MARK BINDON DIRECTOR 1.00 X 0 0 0 BOB MCCLURE DIRECTOR 1.00 X 0 0 0 WILLIAM HUSTON DIRECTOR 1.00 X 0 0 0 RAY PULVER DIRECTOR 1.00 X 0 0 0 JENNIFER BAUMAN CFO AS OF 11/22 20.00 X 9423 0 0 JEREMY VAN WERT EXECUTIVE DIRECTOR UNTIL 3/23 40.00 X 135901 0 13295 RUSSELL GAVIN CEO AS OF 9/23 40.00 X 0 0 0 MICHAEL GAINES VISUAL DESIGNER 40.00 X 116346 0 11000 ANDREW NGUYEN DIRECTOR OF HUMAN RESOURCES 40.00 X 100001 0 10795 361671 0 35090 1 0 0 0 0 995769 360160 1355929 TUITION & APPEARANCE FEES 900099 54896 54896 54896 9876 9876 80 10836 -10756 -10756 -10756 17263125 14479557 2783568 2783568 15438 0 15438 15438 MISCELLANEOUS INCOME 900099 60153 60153 60153 4269104 2914055 0 -880 X 192504 115502 77002 643590 402363 216359 24868 149964 91756 56770 1438 87286 53375 33099 812 39084 23900 14821 363 291900 178497 110688 2715 21393 13082 8112 199 57397 34962 21903 532 88554 54150 33580 824 99535 60866 37743 926 24554 15015 9311 228 41948 27736 13872 340 247624 151422 93899 2303 58115 35537 22037 541 FLEET EXPENSES 164520 100604 62386 1530 PROGRAM EXPENSES 160904 98393 61015 1496 BANK CHARGES 135805 83045 51497 1263 REPAIRS & MAINTENANCE 69638 42584 26407 647 88082 53863 33401 818 2662397 1636652 983902 41843 104263 239806 43097 604590 16199 351689 5124 0 4330211 2796402 1762803 1533809 458717 385423 98 6331 2390301 3121648 653964 248738 0 2000 139039 39807 0 57807 907785 162826 1700788 511178 X 689513 2555477 54993 689513 2610470 2390301 3121648 X 1606707 16057 298193 X X 0 1 X 1 0 X 379105 171194 547347 457855 1355929 2911430 12569735 4792602 14689392 18493503 17263125 67808357 12948840 4963796 15236739 18951358 18619054 70719787 0 0 0 70719787 48152 34723 41576 70674 9876 205001 48152 34723 41576 70674 9876 205001 162813 56576 61256 24406 305051 13159805 5055095 15339571 19046438 18628930 71229839 0.99280 0.99110 0.00290 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 467748 12000 14827 100000 4922 389653 2197065 12003 -320847 1400000 20473 467748 1892708 10034 315740 0 21417 2197065 1879201 362000 23738 350000 22231 1892708 2113043 12000 171764 400000 17606 1879201 1.00000 0 0 244097 244097 2139027 1463880 675147 653162 447003 206159 1293925 885519 408406 1533809 SBA - PAYCHECK PROTECTION PLAN LOAN 18247 SBA - EIDL LOAN 110618 ROU LIABILITY 6553 SBA LOAN 27408 162826 6567057 16057 2281896 2297953 4269104 0 4269104 4944293 2281896 2281896 2662397 0 2662397 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER DIRECT EXPENSES FOR GAMING 2,281,896. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER DIRECT EXPENSES FOR GAMING 2,281,896. 641129 298512 84747 0 16621996 11899149 2197149 0 17263125 12197661 2281896 14479557 2783568 CA 1 0 1 0 1.00000 STEPHEN DUNCAN HOLADAY 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 0 STEPHEN DUNCAN HOLADAY 80000 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 X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND AUDIT & SECURITY 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 AUDIT & SECURITY COMMITTEE SHARES THE FORM 990 WITH THE BOARD OF DIRECTORS AND CEO PRIOR TO FINAL SUBMISSION FOR INTERNAL TRANSPARENCY AND FIDUCIARY OVERSIGHT. THE CFO, CEO, 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 LEADERSHIP COMPLETES A FORMAL PERFORMANCE APPRAISAL OF THE CEO AT THE END OF THE FISCAL YEAR. COMPENSATION FOR THE CEO IS SET PER A WRITTEN CONTRACT BETWEEN BOARD LEADERSHIP AND CEO THAT IS REVIEWED ANNUALLY AND MAY NOT NECESSARILY BE ATTACHED TO THE END OF THE FISCAL YEAR PERIOD . 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 ANNUAL RETURNS AND EXEMPTION APPLICATIONS FILED WITH THE IRS ARE AVAILABLE AS REQUESTED AND REQUIRED THROUGH SCANNED DOCUMENT OR PDF VIA EMAIL, OR VIA HARDCOPY. IN ADDITION, THE IRS MAKES THESE DOCUMENTS AVAILABLE. FORM 990, PART IX, LINE 24E PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 35,157. MANAGEMENT AND GENERAL EXPENSES 21,802. FUNDRAISING EXPENSES 534. TOTAL EXPENSES 57,493. PROPERTY TAX: PROGRAM SERVICE EXPENSES 15,696. MANAGEMENT AND GENERAL EXPENSES 9,733. FUNDRAISING EXPENSES 238. TOTAL EXPENSES 25,667. INVESTMENT EXPENSE: PROGRAM SERVICE EXPENSES 3,010. MANAGEMENT AND GENERAL EXPENSES 1,866. FUNDRAISING EXPENSES 46. TOTAL EXPENSES 4,922. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT - THE 2021 990 WAS PREPARED BEFORE THE AUDIT. 298,193. THE 2021 FINANCIAL STATEMENTS NET ASSETS WAS 298,193 LOWER. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. 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. VMAPA TEXAS AFFILIATE 1795 SPACE PARK DRIVE SANTA CLARA CA 95054 863157351 SUPPORT VMAPA IN MAKING PAYROLL PAYMENTS RELATED TO NON-CA PROGRAM EMPLOYEES TX 509(A)(3) TYPE I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 VMAPA TEXAS AFFILIATE P 242851 CASH