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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202441249349202179
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

FieldValueIRS element (for citing)
Return2024-05-03T15:50:45-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753194011PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Levy & Hartzheim LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237087913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Santa Maria Valley Historical SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8059223130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1616 South BroadwayAddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSharon FrizzellPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSharonPersonFirstNm
Person LastFrizzellPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresssantamariahistory.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$101,853GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,949ContributionsGiftsGrantsEtcAmt
Membership Dues$6,397MembershipDuesAmt
Investment Income$7,586InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$36,713FundraisingGrossIncomeAmt
Special Events Direct Expenses$19,916SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$16,797SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$3,239GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,526CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,713GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,969OtherRevenueTotalAmt
Total Revenue$80,411TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,715SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,400FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$2,807PrintingPublicationsPostageAmt
Other Expenses Total$23,540OtherExpensesTotalAmt
Total Expenses$62,462TotalExpensesAmt
Excess Or Deficit For Year$17,949ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,086NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$113,035NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$84,503BOYAmt
EOY$95,062EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$11,292BOYAmt
EOY$17,981EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,795BOYAmt
EOY$113,043EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$709BOYAmt
EOY$8EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,086BOYAmt
EOY$113,035EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.DescriptionProgramSrvcAccomTxt
Program Service Expenses$62,462ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$62,462TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President2.00$0
Jim Zemaitis
Member2.00$0
Dave Cross
Vice President2.00$0
Kathy Wilding
Member2.00$0
Pam Paxton
Secretary2.00$0
Sharon Frizzell
Treasurer2.00$0
Norm Hays
Member2.00$0
Edward Hazard
Member2.00$0
JoAnn McBride
Member2.00$0
Cheryl Morris
Member2.00$0
Manning Semiatin
Member2.00$0
Shirley Contreras
Member2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMoss Levy Hartzheim LLPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,681CurrentTaxYearMinus1YearAmt
Current Tax Year$52,346CurrentTaxYearAmt
Total$231,913TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,681CurrentTaxYearMinus1YearAmt
Current Tax Year$52,346CurrentTaxYearAmt
Total$231,913TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$231,913PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$476CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118CurrentTaxYearMinus1YearAmt
Current Tax Year$7,586CurrentTaxYearAmt
Total$8,510TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$1,969CurrentTaxYearAmt
Total$1,969TotalAmt
FieldValueIRS element (for citing)
Total Support$242,392TotalSupportAmt
Public Support CY1700.95680PublicSupportCY170Pct
Public Support PY1700.99470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fireworks/Day in the Park/OtherEvent1Nm
Gross Receipts Event1$35,107GrossReceiptsEvent1Amt
Gross Revenue Event1$35,107GrossRevenueEvent1Amt
Other Direct Expenses Event1$18,640OtherDirectExpensesEvent1Amt
Gross Receipts Total$35,107GrossReceiptsTotalAmt
Gross Revenue Total Events$35,107GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$18,640OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$18,640DirectExpenseSummaryEventsAmt
Net Income Summary$16,467NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $1969
Other Expenses.1001Advertising and Promotion $365
Other Expenses.1009Depreciation $2022
Other Expenses.1012Insurance $1230
Other Expenses.1OUTSIDE SERVICES $5893
Other Expenses.2Utilities $3451
Other Expenses.3Supplies $2875
Other Expenses.5Telephone $1601
Other Expenses.6WORKMENS COMP $1433
Other Expenses.7Janitorial $1352
Other Expenses.8Permits $774
Other Expenses.9DUES & SUBSCRIPTIONS $725
Other Expenses.10Tax and licenses $673
Other Expenses.12SECURITY $392
Other Expenses.13Computer services $350
Other Expenses.14Bank Charges $289
Other Expenses.15Repairs $90
Other Expenses.16Other payroll expenses $25
Other Assets.1002Furniture and Fixtures - Beginning $9287 Furniture and Fixtures - Ending $8327
Other Assets.1003Machinery and Equipment - Beginning $2005 Machinery and Equipment - Ending $7255
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $2399
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $709 Accounts Payable and Accrued Expenses - Ending $8

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