ST HELENA HISTORICAL SOCIETY: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ST HELENA HISTORICAL SOCIETY (EIN 30-0087096)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2023-10-18
IRS object ID: 202302919349201150
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
Form 990-EZ
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-18T16:33:02-04:00	ReturnTs
Tax Period End	2023-06-30	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	2022-07-01	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	2023-10-18	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	SALES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MEL VARRELMAN	PreparerPersonNm
PTIN	P00326586	PTIN
Phone	7079631040	PhoneNum
Preparation	2023-10-18	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 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	$62,244	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$62,241	ContributionsGiftsGrantsEtcAmt
Investment Income	$3	InvestmentIncomeAmt
Total Revenue	$62,244	TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct	$11,623	FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint	$38,500	OccupancyRentUtltsAndMaintAmt
Printing Publications Postage	$1,036	PrintingPublicationsPostageAmt
Other Expenses Total	$12,052	OtherExpensesTotalAmt
Total Expenses	$63,211	TotalExpensesAmt
Excess Or Deficit For Year	-$967	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$169,936	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$168,969	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$53,127	BOYAmt
EOY	$52,158	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$116,809	BOYAmt
EOY	$121,745	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$169,936	BOYAmt
EOY	$173,903	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
EOY	$4,934	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$169,936	BOYAmt
EOY	$168,969	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.	$8,656
PROVIDE RESEARCH FOR INDIVIDUALS WHO WISH TO LEARN MORE DETAIL ABOUT THE HISTORY OF SAINT HELENA.	$1,707

Field	Value	IRS element (for citing)
Total Program Service Expenses	$10,363	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	5.00	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	$62,241	CurrentTaxYearAmt
Total	$62,241	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$89,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$73,576	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3	CurrentTaxYearAmt
Total	$214,105	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$89,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$73,576	CurrentTaxYearMinus1YearAmt
Current Tax Year	$62,244	CurrentTaxYearAmt
Total	$276,346	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$276,346	PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$89,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,308	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$73,576	CurrentTaxYearMinus1YearAmt
Current Tax Year	$62,244	CurrentTaxYearAmt
Total	$276,346	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	1.00000	PublicSupportCY509Pct
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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	EXPENSES PUBLIC RELATIONS 8,211 BANK SERVICE CHARGE 418 IT MAINTENANCE 729 LICENSE, FEES & PERMITS 203 SUPPLIES 532 SALES TAX 28 TELEPHONE & INTERNET 1,381 550 TOTAL 12,052
FORM 990-EZ, PART II, LINE 24	ACCOUNTS RECEIVABLE 0 -3,151 116,809 124,896 TOTAL 116,809 121,745

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