Nonprofit · EIN 77-0339357
MORELAND EDUCATIONAL FOUNDATION
Tax-exempt · SAN JOSE, CA 95130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $226,521 | $282,288 | -$55,767 | $235,865 | $0 | $235,865 |
| June 30, 2024 | 990 | $271,756 | $249,538 | $22,218 | $291,632 | $0 | $291,632 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $141,685
- Program service revenue
- $76,045
- Investment income
- $4,232
- Net income from fundraising events
- $4,559
- Other revenue
- $4,559
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,011
- Program services (functional)
- $267,259
- Management and general (functional)
- $15,029
Balance sheet and other
- Total assets, start of year
- $291,632
- Total assets, end of year
- $235,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $235,865
- Gross receipts
- $232,278
- Employees
- 0
- Volunteers
- 250
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 |
|---|---|---|---|
| Anna Chan | President Trustee or director, Officer | 8 | $0 |
| Peggy Stephan | Treasurer Trustee or director, Officer | 4 | $0 |
| Megan Lee | Committee Chair Trustee or director, Officer | 2 | $0 |
| Janhavi Joshi | Committee Chair Trustee or director, Officer | 2 | $0 |
| Dawn Seimer | Committee Chair Trustee or director, Officer | 2 | $0 |
| Danielle Patterson | Committee Chair Trustee or director, Officer | 2 | $0 |
| Catherine Watson | School Rep Trustee or director, Officer | 2 | $0 |
| Elizabeth Stillman | School Rep Trustee or director, Officer | 2 | $0 |
| Parag Pradhan | School Rep Trustee or director, Officer | 2 | $0 |
| Angie Ruvalcaba | School Rep Trustee or director, Officer | 2 | $0 |
| Amy Cody | School Rep Trustee or director, Officer | 2 | $0 |
| Jiawen Zhu | Treasurer Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Rhyne | President Trustee or director, Officer | 15 | $0 |
| Aarti Ratnam | Treasurer Trustee or director, Officer | 4 | $0 |
| Anna Chan | Grants Chair Trustee or director, Officer | 2 | $0 |
| Janhavi Joshi | Music Chair Trustee or director, Officer | 2 | $0 |
| Dawn Seimer | School Rep Trustee or director, Officer | 2 | $0 |
| Meghan Lee | Music Chair Trustee or director, Officer | 2 | $0 |
| Amy Cody | School Rep Trustee or director, Officer | 2 | $0 |
| Jacqueline Lu | Music Chair Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4711 CAMPBELL AVE, SAN JOSE, CA 95130-1790
- In care of
- % JULIE HEALE
- Principal officer (990 for 2024)
- Anna Chan, 4711 Campbell Avenue, San Jose, CA 95130
- Signed the 990
- Jiawen Zhu, Treasurer
- Phone
- (408) 874-2900
- Return prepared by
- Bennet Shay & Company
Mission
Support of Moreland School District.
Program accomplishments
- Support of Moreland School District to aid primarily for the music, library, computer, and sports programs.Expenses $267,259
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
- 77-0339357
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J22)
- Assets (IRS master file)
- $235,865
- Income (IRS master file)
- $232,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $184,934 | $250,456 | $270,195 | IRS |
| 990 | June 2022 | $267,070 | $156,560 | $343,939 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MORELAND EDUCATIONAL FOUNDATION
- What is the EIN of MORELAND EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of MORELAND EDUCATIONAL FOUNDATION is 77-0339357.
- Is MORELAND EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MORELAND EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORELAND EDUCATIONAL FOUNDATION 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 MORELAND EDUCATIONAL FOUNDATION 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 MORELAND EDUCATIONAL FOUNDATION 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 MORELAND EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names Anna Chan.
- Who are the officers and directors of MORELAND EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MORELAND EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $226,521, expenses of $282,288 and total assets of $235,865 at year end.
Other nonprofits in SAN JOSE
- HOPE SERVICES EIN 94-1399287 · last filed 990 for 2025
- SERVICE EMPLOYEES INTERNATIONAL UNION EIN 20-8192637 · last filed 990 for 2024
- CENTER FOR EMPLOYMENT TRAINING EIN 94-1658311 · last filed 990 for 2025
- DOWNTOWN STREETS INC EIN 20-5242330 · last filed 990 for 2024
- CENTER FOR TRAINING & CAREERS INC EIN 94-2400381 · last filed 990 for 2025
- IMPACT AFRICA NETWORK INC EIN 83-2020331 · last filed 990 for 2024
- CWA DISTRICT 9 APPRENTICESHIP & TRAINING TRUST FUND EIN 02-0701572 · last filed 990 for 2024
- SAN JOSE UNITED FIREFIGHTERS WIDOWS AND ORPHANS AID ASSOCIATION EIN 77-0544853 · last filed 990 for 2023