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Nonprofit · EIN 77-0342966

BRET HARTE EDUCATIONAL ASSOCIATION

Tax-exempt · SAN JOSE, CA 95120

Financials

$164K$171K2022
Revenue Expenses · by fiscal year end
Financials of BRET HARTE EDUCATIONAL ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2023990$164,126$170,871-$6,745$436,081$0$436,081
Financial details: 990 for the year ended July 31, 2023

Revenue

Contributions, gifts and grants
$75,942
Membership dues
$68,503
Program service revenue
$59,479
Investment income
$91
Net income from fundraising events
$28,614
Other revenue
$28,614

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$169,678
Management and general (functional)
$1,193

Balance sheet and other

Total assets, start of year
$442,825
Total assets, end of year
$436,081
Total liabilities, end of year
$0
Net assets, end of year
$436,081
Gross receipts
$173,994
Employees
0
Volunteers
20
Year formed
1993
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 July 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
ERIKA MURPHYPRESIDENT BHBC
Officer
10$0
JEN MCLAUGHLINVICE PRESIDENT BHBC
Officer
10$0
BRIAN NAGATANITREASURER BHBC
Officer
10$0
SARAH HAMILTONSECRETARY BHBC
Officer
10$0
SHALLU BALLAPRESIDENT BHCC
Officer
10$0
STEPHEN HULLTREASURER BHCC
Officer
10$0
KRISTIN OLEARYSECRETARY BHCC
Officer
10$0

Address and contacts

Address (IRS master file)
7050 BRET HARTE DR, SAN JOSE, CA 95120-3205
Principal officer (990 for 2022)
Shallu Balla, 7050 BRET HARTE DRIVE, San Jose, CA 95120
Signed the 990
STEPHEN HULL, TREASURER
Phone
(408) 535-6270
Return prepared by
HRB TAX GROUP INC

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0342966 or by the name BRET HARTE EDUCATIONAL ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE SUPPORT FOR CLUBS, CLASSROOM EDUCATIONAL MATERIALS AND SUPPLIES, AND EXTRACURRICULAR OPPORTUNITIES FOR STUDENTS, TEACHERS AND ADMINISTRATORS OF THE BRET HARTE MIDDLE SCHOOL

990 for the year ended July 31, 2023

Program accomplishments

  • The organization supports education and athletics for over 1000 students at Bret Harte Middle School. We pay for coaches and equipment for 14 different sports teams, support various school clubs, provide technology and supplies for teachers, and sponsor special assemblies and student enrichment programs.

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025Not on file
2023July 31, 2024December 16, 2024Not on file

File the 2025 990-EZ for BRET HARTE EDUCATIONAL ASSOCIATION

Due December 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
77-0342966
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
1994
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$436,081
Income (IRS master file)
$173,994

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2023$164,126$170,871$436,081XML
990July 2022$141,524$96,165$442,825IRS
990July 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990-EZJuly 2018–––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 77-0342966).

Questions about BRET HARTE EDUCATIONAL ASSOCIATION

What is the EIN of BRET HARTE EDUCATIONAL ASSOCIATION?
The employer identification number (EIN) of BRET HARTE EDUCATIONAL ASSOCIATION is 77-0342966.
Is BRET HARTE EDUCATIONAL ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BRET HARTE EDUCATIONAL ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BRET HARTE EDUCATIONAL 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 BRET HARTE EDUCATIONAL ASSOCIATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BRET HARTE EDUCATIONAL ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2023.
Who is the principal officer of BRET HARTE EDUCATIONAL ASSOCIATION?
The 990 for the year ended July 31, 2023 names Shallu Balla.
Who are the officers and directors of BRET HARTE EDUCATIONAL ASSOCIATION?
The 990 for the year ended July 31, 2023 lists 7 people; 0 received compensation from the organization.
How much revenue does BRET HARTE EDUCATIONAL ASSOCIATION have?
On its 990 for the year ended July 31, 2023 it reported revenue of $164,126, expenses of $170,871 and total assets of $436,081 at year end.

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