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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-02-16
IRS object ID
202310479349201016
Schema version
2022v4.1
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)
Return2023-02-16T09:48:16-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-02-16SignatureDt
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

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)
Tax2022TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresssantamariahistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$55,099GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$41,981ContributionsGiftsGrantsEtcAmt
Membership Dues$5,700MembershipDuesAmt
Investment Income$4,227InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$3,073GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,562CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$1,489GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$118OtherRevenueTotalAmt
Total Revenue$50,537TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,323SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,400FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$343PrintingPublicationsPostageAmt
Other Expenses Total$12,452OtherExpensesTotalAmt
Total Expenses$48,518TotalExpensesAmt
Excess Or Deficit For Year$2,019ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$93,067NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$95,086NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$82,351BOYAmt
EOY$84,503EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$10,769BOYAmt
EOY$11,292EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$93,120BOYAmt
EOY$95,795EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53BOYAmt
EOY$709EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$93,067BOYAmt
EOY$95,086EOYAmt
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$48,518ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$48,518TotalProgramServiceExpensesAmt

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
Myrna Winter
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$50,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,366CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,216CurrentTaxYearMinus1YearAmt
Current Tax Year$47,681CurrentTaxYearAmt
Total$229,947TotalAmt

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$50,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,366CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,216CurrentTaxYearMinus1YearAmt
Current Tax Year$47,681CurrentTaxYearAmt
Total$229,947TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$229,947PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$305CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$476CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$330CurrentTaxYearMinus1YearAmt
Current Tax Year$118CurrentTaxYearAmt
Total$1,229TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$231,176TotalSupportAmt
Public Support CY1700.99470PublicSupportCY170Pct
Public Support PY1700.98590PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $118
Other Expenses.1001Advertising and Promotion $268
Other Expenses.1009Depreciation $1304
Other Expenses.1012Insurance $1114
Other Expenses.1Utilities $3568
Other Expenses.2Telephone $1885
Other Expenses.3Janitorial $958
Other Expenses.4WORKMENS COMP $906
Other Expenses.5DUES & SUBSCRIPTIONS $772
Other Expenses.6SECURITY $734
Other Expenses.7Supplies $667
Other Expenses.9Repairs $140
Other Expenses.11OUTSIDE SERVICES $40
Other Expenses.12Other payroll expenses $33
Other Expenses.13Computer services $30
Other Expenses.14Tax and licenses $25
Other Expenses.15Bank Charges $8
Other Assets.1002Furniture and Fixtures - Beginning $10297 Furniture and Fixtures - Ending $9287
Other Assets.1003Machinery and Equipment - Beginning $472 Machinery and Equipment - Ending $2005
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $53 Accounts Payable and Accrued Expenses - Ending $709

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