TWENTYNINE PALMS HISTORICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TWENTYNINE PALMS HISTORICAL SOCIETY (EIN 95-3778972)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-28
- IRS object ID
- 202400889349200925
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-28T14:37:16-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accounting Services Group | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5041 La Mart Drive Suite 100 | AddressLine1Txt |
| City | Riverside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953778972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Twentynine Palms Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWEN | BusinessNameControlTxt |
| Phone | 7603672366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1926 | AddressLine1Txt |
| City | Twentynine Palms | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92277 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Dunn | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeff | PersonFirstNm |
| Person Last | Dunn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wanda Llewellyn-Smith | PreparerPersonNm |
| PTIN | P00521219 | PTIN |
| Phone | 7603671980 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | Hybird | MethodOfAccountingOtherDesc |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | 29palmshistorical.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $106,885 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $27,272 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $6,898 | MembershipDuesAmt |
| Investment Income | $6,056 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $54,612 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $55,089 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$477 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Gross Sales Of Inventory | $12,047 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,369 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $4,678 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $44,427 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $620 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,638 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $29,806 | OtherExpensesTotalAmt |
| Total Expenses | $32,064 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,363 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $144,111 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $156,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,302 | BOYAmt |
| EOY | $117,348 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,116 | BOYAmt |
| EOY | $7,908 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,693 | BOYAmt |
| EOY | $31,218 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,111 | BOYAmt |
| EOY | $156,474 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,111 | BOYAmt |
| EOY | $156,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Perserve, Promote. Educate Areas History | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | To perserve, promote and educate areas history | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Rita Lilly | ||
| Director | 0 | $0 |
| Natalie Bowers | ||
| Director | 0 | $0 |
| James Krushat | ||
| Secretary | 6.00 | $0 |
| Nolan Lockwood | ||
| Treasurer | 15.00 | $0 |
| Dana Bowden | ||
| President & CEO | 8.00 | $0 |
| Tim O'Connor | ||
| Director | 4.00 | $0 |
| Cheryl Erickson | ||
| Director | 6.00 | $0 |
| Steve Reyes | ||
| Vice President | 8.00 | $0 |
| Jeff Dunn | ||
| Treasurer | 8.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nolan Lockwood | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6760 National Park Drive | AddressLine1Txt |
| City | Twentynine Palms | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7603672366 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,345 | CurrentTaxYearAmt |
| Total | $101,611 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,436 | CurrentTaxYearAmt |
| Total | $94,254 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,781 | CurrentTaxYearAmt |
| Total | $195,865 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $195,865 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597 | CurrentTaxYearMinus1YearAmt |
| Total | $2,520 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597 | CurrentTaxYearMinus1YearAmt |
| Total | $2,520 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,781 | CurrentTaxYearAmt |
| Total | $198,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.01270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01480 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $200 |
| Other Expenses.1002 | Office Expenses $743 |
| Other Expenses.1012 | Insurance $9618 |
| Other Expenses.1 | Maintenance $6439 |
| Other Expenses.2 | Utilities $4750 |
| Other Expenses.3 | Event expense $2729 |
| Other Expenses.4 | Journal $2446 |
| Other Expenses.5 | Security $1868 |
| Other Expenses.7 | Computer and Internet $618 |
| Other Expenses.8 | Property Tax $216 |
| Other Expenses.10 | License and Permits $109 |
| Other Expenses.11 | Brick $70 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $9712 |
| Other Assets.1003 | Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $6966 |
| Other Assets.1 | 6 - Beginning $16693 6 - Ending $14540 |
Comments