Totals
- Total revenue
- $687,795
- Total expenses
- $718,586
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $687,294
- Investment income
- $501
- Other revenue
- $0
- Total assets, end of year
- $194,080
- Total liabilities, end of year
- $9,452
- Net assets or fund balances, end of year
- $184,628
- Program services expenses (Part IX)
- $516,731
- Management and general expenses
- $200,042
- Fundraising expenses
- $1,813
- Program service expenses (Part III)
- $516,731
Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Tutoring
total $687,294 · related or exempt $687,294 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $501 · related or exempt $0 · unrelated business $501 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $169,882 · program services $93,244 · management and general $76,638
-
7 · Other salaries and wages
total $268,798 · program services $268,798
-
9 · Other employee benefits
total $2,303 · management and general $2,303
-
10 · Payroll taxes
total $32,712 · program services $28,837 · management and general $3,875
-
11b · Fees: legal
total $29,570 · management and general $29,570
-
11c · Fees: accounting
total $7,770 · management and general $7,770
-
11e · Fees: professional fundraising services
total $1,813 · fundraising $1,813
-
12 · Advertising and promotion
total $3,015 · management and general $3,015
-
13 · Office expenses
total $1,020 · management and general $1,020
-
14 · Information technology
total $8,917 · management and general $8,917
-
16 · Occupancy
total $23,720 · management and general $23,720
-
19 · Conferences, conventions and meetings
total $9,619 · management and general $9,619
-
24a · Other expenses: Program expenses
total $159,447 · program services $125,852 · management and general $33,595
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $196,252 · end of year $176,247
-
4 · Accounts receivable
beginning of year $28,000 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $19,992
-
10a · Land, buildings and equipment: cost or other basis
$26,750
-
10b · Land, buildings and equipment: accumulated depreciation
$8,917
-
10c · Land, buildings and equipment, net
end of year $17,833
-
17 · Accounts payable and accrued expenses
beginning of year $19,996 · end of year $1,126
-
25 · Other liabilities
beginning of year $8,829 · end of year $8,326
-
27 · Net assets without donor restrictions
beginning of year $215,419 · end of year $184,628
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
Teaching math to the underprivileged youth of the San Jose metropolitan area
Activities or mission (Part I)
The mission of the Jose Valdes Math Institute is to provide comprehensive math education to middle school and high school students particularly the math under-represented within our community.
-
Expenses associated with program services represent cost of the institute, tutoring cost and teacher training.
Expenses $516,731 · Revenue $687,294
As filed on the 2023 return.
Listed in Part VII
-
Marcos Herrera
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Cheryl Lawton
President
- Total calculated
- $0
- Hours/week
- 5
-
Marisa Gaska
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Maria A Bravo
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Gaspar Models Howard
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Jose Castellon
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Stephanie Kashima
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sandra Carranza
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Robert Ruiz
Board Member
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441229349302129
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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