ST HELENA HISTORICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST HELENA HISTORICAL SOCIETY (EIN 30-0087096)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-21
- IRS object ID
- 202413269349200806
- 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 | 2024-11-21T10:49:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205872660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEL VARRELMAN FINANCIAL SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 RAILROAD AVE | AddressLine1Txt |
| City | SAINT HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945741125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300087096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST HELENA HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STHE | BusinessNameControlTxt |
| Phone | 7079632627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7079632627 | PhoneNum |
| Signature | 2024-11-20 | SignatureDt |
| 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 | MEL VARRELMAN | PreparerPersonNm |
| PTIN | P00326586 | PTIN |
| Phone | 7079631040 | PhoneNum |
| Preparation | 2024-11-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $79,260 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $79,260 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $79,260 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,785 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $47,940 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $838 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,054 | OtherExpensesTotalAmt |
| Total Expenses | $72,617 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,643 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $173,003 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2,318 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $177,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,158 | BOYAmt |
| EOY | $52,432 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,734 | BOYAmt |
| EOY | $113,734 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,045 | BOYAmt |
| EOY | $11,162 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,937 | BOYAmt |
| EOY | $177,328 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,934 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,003 | BOYAmt |
| EOY | $177,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE AND PROTECT THE HISTORY OF SAINT HELENA. INCORPORATED IN 1876. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROVIDE MATERIALS AND INFORMATION TO THE PUBLIC AND THE SCHOOLS OF SAINT HELENA. | $56,957 |
| PROVIDE RESEARCH FOR INDIVIDUALS WHO WISH TO LEARN MORE DETAIL ABOUT THE HISTORY OF SAINT HELENA. | $229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,186 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
| Title | TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7079632627 | 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 Minus1 Year | $62,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,260 | CurrentTaxYearAmt |
| Total | $141,501 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Total | $178,527 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,260 | CurrentTaxYearAmt |
| Total | $320,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $320,028 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,260 | CurrentTaxYearAmt |
| Total | $320,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES PUBLIC RELATIONS 6,798 FUNDRAISING 6,246 BANK SERVICE CHARGE 592 INSURANCE 700 IT MAINTENANCE 349 LICENSE, FEES & PERMITS 211 SALES TAX 35 SUPPLIES 2,236 TELEPHONE & INTERNET 1,635 TRUCK EXPENSE 252 TOTAL 19,054 |
| FORM 990-EZ, PART I, LINE 20 | CHANGE TO CORRECT PRIOR YEAR BOOKEEPING ERRORS. -2,318 TO CORRECT PRIOR BOOKKEEPING ERRORS AND MATCH THE FUND BALANCE TO THE WORKING TRIAL BALANCE. |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 2,356 INVENTORIES FOR SALE OR USE 0 3,075 STORAGE UNIT 10,965 0 LESS ACCUMULATED DEPRECIATION 0 0 FIXED ASSETS 1,080 1,080 FURNISHINGS 0 4,651 TOTAL 12,045 11,162 |
| FORM 990-EZ, PART II, LINE 26 | 4,934 0 |
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