FURP.ORG / PUBLIC DATA EXPLORER

SONOMA LEAGUE FOR HISTORIC PRESERVATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SONOMA LEAGUE FOR HISTORIC PRESERVATION (EIN 23-7358957)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202443179349306949
Schema version
2023v5.1
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)
Return2024-11-12T15:25:37-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900952573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UNICOM TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1755 BroadwayAddressLine1Txt
CitySONOMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237358957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sonoma League for Historic PreservationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Mary SzykownyInCareOfNm
Business Name ControlSONOBusinessNameControlTxt
Phone7079388023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 766AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY SZYKOWNYPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7079388023PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK DING EAPreparerPersonNm
PTINP00530494PTIN
Phone7073431898PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY SZYKOWNYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 766AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$114,310GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresspreservesonoma.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEducate promote interest in and advocate for the preservation of historic buildings neighborhoods and landscapes in the cityActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$12,826PYContributionsGrantsAmt
CY Contributions Grants$44,404CYContributionsGrantsAmt
CY Program Service Revenue$22,380CYProgramServiceRevenueAmt
CY Investment Income$197CYInvestmentIncomeAmt
PY Other Revenue$47,030PYOtherRevenueAmt
CY Other Revenue$12,924CYOtherRevenueAmt
PY Total Revenue$59,856PYTotalRevenueAmt
CY Total Revenue$79,905CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,327CYTotalFundraisingExpenseAmt
PY Other Expenses$49,615PYOtherExpensesAmt
CY Other Expenses$60,560CYOtherExpensesAmt
PY Total Expenses$64,615PYTotalExpensesAmt
CY Total Expenses$75,560CYTotalExpensesAmt
PY Revenues Less Expenses-$4,759PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,345CYRevenuesLessExpensesAmt
Total Assets BOY$737,431TotalAssetsBOYAmt
Total Assets EOY$743,619TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$737,431NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$743,619NetAssetsOrFundBalancesEOYAmt
MissionThe mission is to educate, promote interest in, and advocate for the preservation of historic buildings, neighborhoods, and landscapes in the City of Sonoma and Sonoma Valley.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$75,560ExpenseAmt
Revenue$79,905RevenueAmt
DescMaintanining and staffing of historic structures, including a library and various exhibits.Desc
Total Program Service Expenses$75,560TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY SZYKOWNYPersonNm
Phone7072909067PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 766AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARY SZYKOWNY
Treasurer2.000Yes (X)Yes (X)$0$0$0
CHIP ALLEN
President2.000Yes (X)Yes (X)$0$0$0
JAMES TITUS
Vice President2.000Yes (X)Yes (X)$0$0$0
BILL WISIALOWSKI
Director2.000Yes (X)$0$0$0
JAMES TITUS
Director2.000Yes (X)$0$0$0
SHAREL MCVEY
Director2.000Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$5,150MembershipDuesAmt
Fundraising$580FundraisingAmt
Government Grants$9,159GovernmentGrantsAmt
All Other Contributions$29,515AllOtherContributionsAmt
Total Contributions$44,404TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNonResidential RentDesc
Business531120BusinessCd
Total Revenue Column$22,380TotalRevenueColumnAmt
Related Or Exempt Func Income$22,380RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$22,380TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$197TotalRevenueColumnAmt
Related Or Exempt Func Income$197RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$47,329RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$34,405RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,924RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,924TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,905TotalRevenueColumnAmt
Related Or Exempt Func Income$22,577RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,544TotalAmt
Program Services$3,544ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,454TotalAmt
Program Services$1,375ProgramServicesAmt
Management And General$4ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47TotalAmt
Program Services$47ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,995TotalAmt
Program Services$1,008ProgramServicesAmt
Management And General$6,987ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,786TotalAmt
Program Services$507ProgramServicesAmt
Management And General$10,279ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,789TotalAmt
Program Services$662ProgramServicesAmt
Management And General$23,875ManagementAndGeneralAmt
Fundraising$8,252FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,945TotalAmt
Management And General$3,945ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,560TotalAmt
Program Services$7,143ProgramServicesAmt
Management And General$45,090ManagementAndGeneralAmt
Fundraising$8,327FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,607BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$53,351BOYAmt
EOY$73,932EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,786BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$669,687LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$669,687BOYAmt
EOY$669,687EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$737,431BOYAmt
EOY$743,619EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$737,431BOYAmt
EOY$743,619EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$737,431BOYAmt
EOY$743,619EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$737,431BOYAmt
EOY$743,619EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,345ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,910CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,856CurrentTaxYearMinus1YearAmt
Current Tax Year$79,905CurrentTaxYearAmt
Total$289,653TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,910CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,856CurrentTaxYearMinus1YearAmt
Current Tax Year$79,905CurrentTaxYearAmt
Total$289,653TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$289,653PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,225CurrentTaxYearMinus3YearsAmt
Total$1,588TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,225CurrentTaxYearMinus3YearsAmt
Total$1,588TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,258CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,910CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,856CurrentTaxYearMinus1YearAmt
Current Tax Year$79,905CurrentTaxYearAmt
Total$291,241TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99455PublicSupportCY509Pct
Public Support PY5090.99119PublicSupportPY509Pct
Investment Income CY0.00545InvestmentIncomeCYPct
Investment Income PY0.00881InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Section170h Rqr StsfdfalseSection170hRqrStsfdInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$669,687InvestmentCostOrOtherBasisAmt
Book Value$669,687BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$669,687TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI Line 11bUpon request.
Part VI Line 19Upon request.