SAG HARBOR HISTORICAL SOCIETY: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAG HARBOR HISTORICAL SOCIETY (EIN 11-2781291)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-13
- IRS object ID
- 202321649349201252
- Schema version
- 2022v5.0
- 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 | 2023-06-13T16:27:06-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113461756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GNFERRARIS CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1168 - 108 MAIN STREET | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112781291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAG HARBOR HISTORICAL MUSEUM | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGH | BusinessNameControlTxt |
| Phone | 6317255092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 784 | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FRENCH ACHENBACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6317255092 | PhoneNum |
| Signature | 2023-05-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | ACHENBACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | GREGORY FERRARIS | PreparerPersonNm |
| PTIN | P00064646 | PTIN |
| Phone | 6317250145 | PhoneNum |
| Preparation | 2023-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $79,670 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $78,551 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,044 | InvestmentIncomeAmt |
| Other Revenue Total | $75 | OtherRevenueTotalAmt |
| Total Revenue | $79,670 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $12,207 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $14,786 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,672 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $32,604 | OtherExpensesTotalAmt |
| Total Expenses | $62,269 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,401 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $137,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,330 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,238 | BOYAmt |
| EOY | $79,969 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,691 | BOYAmt |
| EOY | $75,361 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,929 | BOYAmt |
| EOY | $155,330 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,929 | BOYAmt |
| EOY | $155,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $56,091 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,091 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DEANNA LATTANZIO | ||
| SECRETARY | 2.00 | $0 |
| NANCY FRENCH ACHENBACH | ||
| PRESIDENT | 2.00 | $0 |
| BETHANY DEYERMOND | ||
| TRUSTEE | 1.00 | $0 |
| NANCY REMKUS | ||
| TRUSTEE | 1.00 | $0 |
| MARYANNE BENNETT | ||
| TRUSTEE | 1.00 | $0 |
| BONNIE GRICE | ||
| TRUSTEE | 1.00 | $0 |
| GAYLE HEINE | ||
| TREASURER | 2.00 | $0 |
| JACKIE PEU-DUVALLON | ||
| TRUSTEE | 1.00 | $0 |
| PAULA WAGNER | ||
| TRUSTEE | 1.00 | $0 |
| CRAIG RHODES | ||
| TRUSTEE | 1.00 | $0 |
| CHRISTINE ROTH | ||
| TRUSTEE | 1.00 | $0 |
| RENEE V H SIMONS | ||
| TRUSTEE | 1.00 | $0 |
| ZACHARY STUDENROTH | ||
| VICE PRESIDE | 2.00 | $0 |
| SCOTT TUCKER | ||
| TRUSTEE | 1.00 | $0 |
| BONNIE WINGATE-JACKSON | ||
| TRUSTEE | 1.00 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAG HARBOR HISTORICAL SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1709 | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6317254496 | 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 | $22,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,551 | CurrentTaxYearAmt |
| Total | $235,459 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,119 | CurrentTaxYearAmt |
| Total | $90,522 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,670 | CurrentTaxYearAmt |
| Total | $325,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $325,981 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27 | CurrentTaxYearAmt |
| Total | $717 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27 | CurrentTaxYearAmt |
| Total | $717 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,697 | CurrentTaxYearAmt |
| Total | $326,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | RESEARCH FEES 75 TOTAL 75 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 1,951 INSURANCE 7,868 PROGRAM EXPENSES 2,697 TELEPHONE 2,332 MISCELLANEOUS 850 BANK CHARGES 226 SCHOLARSHIP 500 ARCHIVING & OFFICE ADMIN 748 DUES 3,067 FEE 135 POSTAGE & MAILING 404 PROFESSIONAL 4,712 RESEARCH EXPENSE 249 CLEANING 1,440 WEBSITE 600 TAXES 75 NON-INVESTMENT DEPRECIATION 4,750 TOTAL 32,604 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 6,080 6,080 96,692 96,692 LESS ACCUMULATED DEPRECIATION 24,166 28,916 WEBSITE 12,900 12,900 LESS ACCUMULATED AMORTIZATION 8,815 11,395 LAWN AND DRAINAGE PROJECT 0 0 BUILDING IMPROVEMENTS 0 0 TOTAL 82,691 75,361 |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS : THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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