Nonprofit · EIN 65-1163524
SCHALLENBERGER HOME AND SCHOOL ASSOCIATION
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $236,364 | $135,536 | $100,828 | $391,531 | $0 | $391,531 |
| June 30, 2024 | 990 | $287,307 | $68,751 | $218,556 | $290,703 | $0 | $290,703 |
| June 30, 2023 | 990 | $133,493 | $376,928 | -$243,435 | $72,147 | $0 | $72,147 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,237
- Program service revenue
- $0
- Investment income
- $19
- Net income from fundraising events
- $195,108
- Other revenue
- $195,108
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $119,769
- Management and general (functional)
- $15,767
Balance sheet and other
- Total assets, start of year
- $290,703
- Total assets, end of year
- $391,531
- Total liabilities, end of year
- $0
- Net assets, end of year
- $391,531
- Net assets without donor restrictions
- $391,531
- Gross receipts
- $359,955
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SMITH-REID | PRESIDENT Trustee or director, Officer | 20 | $0 |
| MARYANNE D'ANTONIO | VP FUNDRAISING Trustee or director, Officer | 5 | $0 |
| LORI DITTON | SECRETARY Trustee or director, Officer | 5 | $0 |
| NICOLE KELLY | TREASURER Trustee or director, Officer | 10 | $0 |
| MELISSA MARTIN | VP OF COMMUNICATIONS Trustee or director, Officer | 5 | $0 |
| KRISTEN ATHERTON | VP OF MEMBERSHIP Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SMITH-REID | PRESIDENT Trustee or director, Officer | 20 | $0 |
| MARYANNE D'ANTONIO | VP FUNDRAISING Trustee or director, Officer | 5 | $0 |
| LORI DITTON | SECRETARY Trustee or director, Officer | 5 | $0 |
| NICOLE KELLY | TREASURER Trustee or director, Officer | 10 | $0 |
| MELISSA MARTIN | VP OF COMMUNICATIONS Trustee or director, Officer | 5 | $0 |
| KRISTEN ATHERTON | VP OF MEMBERSHIP Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAYESA KNIGHT | PRESIDENT Trustee or director, Officer | 20 | $0 |
| PHILANA WERNESS | VP FUNDRAISING Trustee or director, Officer | 5 | $0 |
| ELISE ROUSSEL | SECRETARY Trustee or director, Officer | 5 | $0 |
| NADEGE VATTON RACLOT | TREASURER Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1280 KOCH LN, SAN JOSE, CA 95125-4132
- Principal officer (990 for 2024)
- JULIE SMITH-REID, 1280 KOCH LANE, SAN JOSE, CA 95125
- Signed the 990
- AGNES KERCHNER, TREASURER
- Phone
- (408) 535-6253
- Return prepared by
- JOHANSON & YAU ACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 65-1163524 or by the name SCHALLENBERGER HOME AND SCHOOL ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SUPPORT AND ENHANCE THE EDUCATIONAL PROGRAMS AND EDUCATIONAL ENVIRONMENT AT SCHALLENBERGER ELEMENTARY SCHOOL. TO FOSTER AND PROMOTE PARENT AND COMMUNITY INVOLVEMENT AND TO ENCOURAGE A CLOSE RELATIONSHIP BETWEEN HOME AND SCHOOL.
Program accomplishments
- STARTING ARTS PROVIDES HANDS-ON ARTS EXPERIENCE IN DANCE, THEATER AND VISUAL ARTS IN CLASSES TAUGHT BY SKILLED PROFESSIONAL ARTISTS EAGER TO SHARE THEIR EXPERT KNOWLEDGE AND PASSION WITH STUDENTS. ARTISTS WORK CLOSELY WITH TEACHERS ON THE DESIGN AND IMPLEMENTATION OF CURRICULUMUSING MULTI-DISCIPLINARY ARTS PRACTICES THAT ENABLE STUDENTS TO CONCEPTUALLY MASTER ADVANCED ACADEMIC CONTENT. STUDENTS WORK INDEPENDENTLY AND COLLABORATIVELY TO BECOME SELF-DIRECTED LEARNERS AND LEADERS, WHILE TEACHERS LEARN AND EMPLOY OBSERVED INTEGRATED LEARNING METHODOLOGIES THAT LAST LONG AFTER THE COMPLETION OF THEIR MULTI-WEEK SESSIONS.Expenses $51,433
- SHSA REIMBURSES TEACHERS FOR CLASSROOM EXPENDITURES.Expenses $29,209
- RECESS 101 EMBRACES A SAFE, HEALTHY AND FUN PLAYGROUND INTERACTION. THIS PROGRAM IS DESIGNED TO HELP COMMUNITIES BUILD A WEB OF SUPPORT AROUND YOUNG PEOPLE SO THAT THEY GROW INTO HEALTHY, CARING AND RESPONSIBLE ADULTS.Expenses $24,888
- FOR SCIENCE ENRICHMENT.Expenses $14,239
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-1163524
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $391,531
- Income (IRS master file)
- $359,955
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $236,364 | $135,536 | $391,531 | IRS |
| 990 | June 2024 | $287,307 | $68,751 | $290,703 | XML |
| 990 | June 2023 | $133,493 | $376,928 | $72,147 | XML |
| 990 | June 2022 | $207,307 | $274,709 | $315,582 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-1163524).
Questions about SCHALLENBERGER HOME AND SCHOOL ASSOCIATION
- What is the EIN of SCHALLENBERGER HOME AND SCHOOL ASSOCIATION?
- The employer identification number (EIN) of SCHALLENBERGER HOME AND SCHOOL ASSOCIATION is 65-1163524.
- Is SCHALLENBERGER HOME AND SCHOOL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SCHALLENBERGER HOME AND SCHOOL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCHALLENBERGER HOME AND SCHOOL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SCHALLENBERGER HOME AND SCHOOL ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHALLENBERGER HOME AND SCHOOL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SCHALLENBERGER HOME AND SCHOOL ASSOCIATION?
- The 990 for the year ended June 30, 2025 names JULIE SMITH-REID.
- Who are the officers and directors of SCHALLENBERGER HOME AND SCHOOL ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SCHALLENBERGER HOME AND SCHOOL ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $236,364, expenses of $135,536 and total assets of $391,531 at year end.
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