SURFING HERITAGE FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SURFING HERITAGE FOUNDATION (EIN 33-0934459)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-02-10
IRS object ID
202200419349301570
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2022-02-10T15:39:31-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475352991PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANGNER AND ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16050 SANTO RD STE 130AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921246103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330934459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURFING HERITAGE AND CULTURE CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSURFBusinessNameControlTxt
Phone9493880313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSPENCER CROULPersonNm
Person TitleCO-PRESIDENTPersonTitleTxt
Phone9493880313PhoneNum
Signature2022-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSPENCERPersonFirstNm
Person LastCROULPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC LANGNERPreparerPersonNm
PTINP00969195PTIN
Phone8582683330PhoneNum
Preparation2022-02-10PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSPENCER CROULPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,035,337GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SURFINGHERITAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$346,027PYContributionsGrantsAmt
CY Contributions Grants$1,925,092CYContributionsGrantsAmt
PY Program Service Revenue$39,641PYProgramServiceRevenueAmt
CY Program Service Revenue$5,050CYProgramServiceRevenueAmt
PY Investment Income$5,941PYInvestmentIncomeAmt
CY Investment Income$1,655CYInvestmentIncomeAmt
PY Other Revenue$61,105PYOtherRevenueAmt
CY Other Revenue$59,487CYOtherRevenueAmt
PY Total Revenue$452,714PYTotalRevenueAmt
CY Total Revenue$1,991,284CYTotalRevenueAmt
PY Grants And Similar Paid$9,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$245,455PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$141,162CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$31,961CYTotalFundraisingExpenseAmt
PY Other Expenses$196,534PYOtherExpensesAmt
CY Other Expenses$233,294CYOtherExpensesAmt
PY Total Expenses$450,989PYTotalExpensesAmt
CY Total Expenses$383,456CYTotalExpensesAmt
PY Revenues Less Expenses$1,725PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,607,828CYRevenuesLessExpensesAmt
Total Assets BOY$4,538,327TotalAssetsBOYAmt
Total Assets EOY$6,146,175TotalAssetsEOYAmt
Total Liabilities BOY$16,512TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,532TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,521,815NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,129,643NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$278,686ExpenseAmt
Revenue$3,100RevenueAmt
DescSURFING HERITAGE AND CULTURE CENTER (SHACC) PROVIDES HOSTED AND INDIVIDUAL TOURS OF ITS EXTENSIVE HISTORIC SURFBOARD ARCHIVE AND PHOTO COLLECTION TO STUDENTS AND SURFING ENTHUSIASTS. WE HAD APPROXIMATELY 7,500 VISITORS DURING THE YEAR AND MADE SEVERAL LOANS OF PIECES OF SHACC'S ARCHIVE TO ENHANCE OTHER MUSEUMS' EXHIBITS. WE ARE CONTINUING TO DEVELOP CURRICULUM FOR THE EDUCATIONAL COMMUNITY IN CALIFORNIA AND BEYOND. WE CURATED A COLLECTION OF HISTORIC CHAMPIONSHIP SURFBOARDS AND A TIMELINE OF THE SURFBOARD FIN THAT ARE BOTH NOW ON DISPLAY AT SHACC. SURFING HERITAGE USES SOCIAL MEDIA AS PART OF ITS OUTREACH PROGRAM. LAST YEAR WE HAD OVER 100,000 VISITS TO OUR WEBSITE, OVER 1,400 FOLLOWERS ON TWITTER, 7,500 FOLLOWERS ON FACEBOOK, AND OUR SURF CHANNEL HAS CLOSE TO 5,500 VIEWERS PER MONTH. OUR MONTHLY E-NEWSLETTER IS RECEIVED BY MORE THAN 9,000 PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,250ExpenseAmt
Grant$9,000GrantAmt
Revenue$1,950RevenueAmt
DescSHACC IS THE RECIPIENT OF THE ASSETS AND TRADEMARK OF THE FOLLOW THE LIGHT FOUNDATION. FOLLOW THE LIGHT WAS FOUNDATION SET UP BY THE FAMILY OF A DECEASED SURFING MAGAZINE PHOTO EDITOR TO RECOGNIZE YOUNG PHOTOGRAPHERS. TO CONTINUE THAT MISSION SHACC HOLDS AN EVENT TO RECOGNIZE AND PROVIDE GRANTS TO TOP YOUNG PHOTOGRAPHERS AS PICKED BY A PANEL OF PROFESSIONAL PHOTOGRAPHERS AND PAST WINNERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$288,936TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
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 ContriYes (true)DeductibleNonCashContriInd
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 Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclfalseQuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVE MORRISPersonNm
Phone9493880313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GLENN BRUMAGE
FORMER EXEC40.00Yes (X)Yes (X)$68,192$0$0
SPENCER CROUL
CO-PRESIDENT20.00Yes (X)Yes (X)$0$0$0
CATHEY CURTIS
DIRECTOR0.00Yes (X)$0$0$0
GREG DILLION
DIRECTOR0.00Yes (X)$0$0$0
BILL EDDY
DIRECTOR0.00Yes (X)$0$0$0
SCOTT GRIFFITHS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ROBERT MARDAIN
DIRECTOR0.00Yes (X)$0$0$0
DON MEEK
DIRECTOR0.00Yes (X)$0$0$0
DICK METZ
DIRECTOR0.00Yes (X)$0$0$0
DENNY MICHAEL
DIRECTOR0.00Yes (X)$0$0$0
STEVE MORRIS
EXEC DIRECTO0.00Yes (X)Yes (X)$0$0$0
PATTI PANICCIA
CO-PRESDIENT20.00Yes (X)Yes (X)$0$0$0
PAUL STRAUCH
DIRECTOR0.00Yes (X)$0$0$0
RANDY TAYLOR
TREASURER1.00Yes (X)$0$0$0
CANDY WOODWARD
DIRECTOR0.00Yes (X)$0$0$0
KEITH MAYNARD ESHELMAN
FORMER TREAS0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$68,192TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$9,229MembershipDuesAmt
All Other Contributions$1,915,863AllOtherContributionsAmt
Noncash Contributions$1,200,000NoncashContributionsAmt
Total Contributions$1,925,092TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXHIBIT RENTAL$3,100$3,100
FOLLOW THE LIGHT$1,950$1,950
FieldValueIRS element (for citing)
Total Program Service Revenue$5,050TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$355TotalRevenueColumnAmt
Exclusion$355ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,642TotalRevenueColumnAmt
Exclusion$3,642ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,000RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,000TotalRevenueColumnAmt
Exclusion$2,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$1,300OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$1,300OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,300TotalRevenueColumnAmt
Exclusion$1,300ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$61,313FundraisingGrossIncomeAmt
Fundraising Direct Expenses$32,294FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,019TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$35,317GrossSalesOfInventoryAmt
Cost Of Goods Sold$11,759CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,558TotalRevenueColumnAmt
Related Or Exempt Func Income$23,558RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SHIPPING & HANDLING$954$954
MISC INCOME$314$314
FieldValueIRS element (for citing)
Other Revenue Total$1,268OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,991,284TotalRevenueColumnAmt
Related Or Exempt Func Income$28,608RelatedOrExemptFuncIncomeAmt
Exclusion$8,565ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$9,000TotalAmt
Program Services$9,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$68,192TotalAmt
Program Services$28,192ProgramServicesAmt
Management And General$20,000ManagementAndGeneralAmt
Fundraising$20,000FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,043TotalAmt
Program Services$44,926ProgramServicesAmt
Management And General$10,168ManagementAndGeneralAmt
Fundraising$949FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,610TotalAmt
Program Services$3,302ProgramServicesAmt
Management And General$1,362ManagementAndGeneralAmt
Fundraising$946FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,317TotalAmt
Program Services$6,661ProgramServicesAmt
Management And General$2,748ManagementAndGeneralAmt
Fundraising$1,908FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,352TotalAmt
Management And General$1,352ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,638TotalAmt
Management And General$18,638ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$76,423TotalAmt
Program Services$67,614ProgramServicesAmt
Management And General$3,270ManagementAndGeneralAmt
Fundraising$5,539FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$550TotalAmt
Program Services$114ProgramServicesAmt
Management And General$24ManagementAndGeneralAmt
Fundraising$412FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,073TotalAmt
Program Services$7,948ProgramServicesAmt
Management And General$709ManagementAndGeneralAmt
Fundraising$416FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,616TotalAmt
Program Services$16,616ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,304TotalAmt
Program Services$39,844ProgramServicesAmt
Management And General$1,460ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$594TotalAmt
Program Services$287ProgramServicesAmt
Management And General$307ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$35,331TotalAmt
Program Services$35,331ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,496TotalAmt
Program Services$14,881ProgramServicesAmt
Management And General$2,199ManagementAndGeneralAmt
Fundraising$416FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MUSEUM OPERATIONS$8,907$8,907
BANK/MERCHANT FEES$4,200$3,878$322
DONOR & VOLUNTEER RECOG$1,375$1,375
SUPPLIES$1,250$1,250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$185TotalAmt
Program Services$185ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$383,456TotalAmt
Program Services$288,936ProgramServicesAmt
Management And General$62,559ManagementAndGeneralAmt
Fundraising$31,961FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$140,291BOYAmt
EOY$538,699EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$62,754BOYAmt
EOY$18EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$37,249BOYAmt
EOY$33,149EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,167,441LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$283,442LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,717,710BOYAmt
EOY$2,883,999EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$316,614BOYAmt
EOY$316,968EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,263,709BOYAmt
EOY$2,373,342EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,538,327BOYAmt
EOY$6,146,175EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,234BOYAmt
EOY$2,254EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,278BOYAmt
EOY$14,278EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,512BOYAmt
EOY$16,532EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,377,097BOYAmt
EOY$5,582,433EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$144,718BOYAmt
EOY$547,210EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,521,815BOYAmt
EOY$6,129,643EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,538,327BOYAmt
EOY$6,146,175EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,607,828ReconcilationRevenueExpnssAmt
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$389,301CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$349,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$346,027CurrentTaxYearMinus1YearAmt
Current Tax Year$308,784CurrentTaxYearAmt
Total$1,581,305TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,454CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$199,731CurrentTaxYearMinus1YearAmt
Current Tax Year$101,680CurrentTaxYearAmt
Total$666,662TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,711CurrentTaxYearMinus1YearAmt
Current Tax Year$954CurrentTaxYearAmt
Total$3,665TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$428,909CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$437,095CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$425,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$548,469CurrentTaxYearMinus1YearAmt
Current Tax Year$411,418CurrentTaxYearAmt
Total$2,251,632TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,510CurrentTaxYearMinus1YearAmt
Current Tax Year$135,000CurrentTaxYearAmt
Total$418,385TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$142,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,022CurrentTaxYearMinus1YearAmt
Current Tax Year$16,300CurrentTaxYearAmt
Total$445,963TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$231,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$199,016CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$190,532CurrentTaxYearMinus1YearAmt
Current Tax Year$151,300CurrentTaxYearAmt
Total$864,348TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,387,284PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,751CurrentTaxYearMinus1YearAmt
Current Tax Year$5,997CurrentTaxYearAmt
Total$56,604TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,751CurrentTaxYearMinus1YearAmt
Current Tax Year$5,997CurrentTaxYearAmt
Total$56,604TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$439,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$440,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$562,220CurrentTaxYearMinus1YearAmt
Current Tax Year$417,415CurrentTaxYearAmt
Total$2,308,236TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.60100PublicSupportCY509Pct
Public Support PY5090.70450PublicSupportPY509Pct
Investment Income CY0.02000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationORGANIZATION INHERITED AN IRA 102,156 BEQUEST OF FUNDS FROM ESTATE 314,152 BEQUEST OF REAL PROPERTY FROM ESTATE 1,200,000ExplanationTxt

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 D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$2,362,659AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$144,718BeginningYearBalanceAmt
Investment Earnings Or Losses-$13,816InvestmentEarningsOrLossesAmt
End Year Balance$130,902EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$555,000OtherCostOrOtherBasisAmt
Book Value$555,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,200,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,295,000OtherCostOrOtherBasisAmt
Depreciation$181,245DepreciationAmt
Book Value$2,313,755BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,762OtherCostOrOtherBasisAmt
Depreciation$4,518DepreciationAmt
Book Value$15,244BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,433OtherCostOrOtherBasisAmt
Depreciation$64,433DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,246OtherCostOrOtherBasisAmt
Depreciation$33,246DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,883,999TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescVANGUARD PRIME MNY MKT FNDDesc
Book Value$316,968BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$316,968TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
PERMANENT COLLECTION - BOARDS$1,983,362
PERMANENT COLLECTION - MEMORABILIA$137,868
PERMANENT COLLECTION - UNCLASSIFIED$100,000
PERMANENT COLLECTION - ARTWORK$66,000
PERMANENT COLLECTION - LIBRARY$51,089
BOOK RIGHTS$12,340
PROVISIONAL COLLECTION$12,000
UNDEPOSITED FUNDS$10,683
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,373,342TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED CONTRIBUTION$12,000
CONSIGNMENT INVENTORY$2,278
FieldValueIRS element (for citing)
Total Liability$14,278TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART III, LINE 4FormAndLineReferenceDesc
ExplanationCOLLECTIONS OF SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA INCLUDING AN EXTENSIVE COLLECTION OF SURF BOARDS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF SAFARIEvent1Nm
Gross Receipts Event1$61,023GrossReceiptsEvent1Amt
Gross Revenue Event1$61,023GrossRevenueEvent1Amt
Non Cash Prizes Event1$7,328NonCashPrizesEvent1Amt
Rent Facility Costs Event1$8,707RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,706FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$7,553OtherDirectExpensesEvent1Amt
Gross Receipts Total$61,023GrossReceiptsTotalAmt
Gross Revenue Total Events$61,023GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$7,328NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,707RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,706FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$7,553OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$32,294DirectExpenseSummaryEventsAmt
Net Income Summary$28,729NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeUNRESTRICTED GRANTGrantTypeTxt
Recipient5RecipientCnt
Cash Grant$9,000CashGrantAmt

Schedule M IRS990ScheduleM

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,200,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.
FORM 990, PAGE 2, PART III, LINE 4ASURFING HERITAGE AND CULTURE CENTER (SHACC) PROVIDES HOSTED AND INDIVIDUAL TOURS OF ITS EXTENSIVE HISTORIC SURFBOARD ARCHIVE AND PHOTO COLLECTION TO STUDENTS AND SURFING ENTHUSIASTS. WE HAD APPROXIMATELY 7,500 VISITORS DURING THE YEAR AND MADE SEVERAL LOANS OF PIECES OF SHACC'S ARCHIVE TO ENHANCE OTHER MUSEUMS' EXHIBITS. WE ARE CONTINUING TO DEVELOP CURRICULUM FOR THE EDUCATIONAL COMMUNITY IN CALIFORNIA AND BEYOND. WE CURATED A COLLECTION OF HISTORIC CHAMPIONSHIP SURFBOARDS AND A TIMELINE OF THE SURFBOARD FIN THAT ARE BOTH NOW ON DISPLAY AT SHACC. SURFING HERITAGE USES SOCIAL MEDIA AS PART OF ITS OUTREACH PROGRAM. LAST YEAR WE HAD OVER 100,000 VISITS TO OUR WEBSITE, OVER 1,400 FOLLOWERS ON TWITTER, 7,500 FOLLOWERS ON FACEBOOK, AND OUR SURF CHANNEL HAS CLOSE TO 5,500 VIEWERS PER MONTH. OUR MONTHLY E-NEWSLETTER IS RECEIVED BY MORE THAN 9,000 PEOPLE.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE OFFICERS OF THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 12CTHE OPERATIONS MANAGER REVIEWS FOR ANY POTENTIAL CONFLICTS AND REMINDS THE EMPLOYEES OF THE POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR EXECUTIVE DIRECTOR IS DETERMINED BY COMPARABILITY DATA AND REVIEWED AND APPROVED BY THE INDEPENDENT BOARD.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY COMPARABILITY DATA AND REVIEWED AND APPROVED BY THE INDEPENDENT BOARD.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GPAYROLL FEES 0 145 0 BUSINESS STRATEGIC PLANNING 0 3,125 0 PROFESSIONAL SERVICES 67,614 0 5,539 TOTAL 67,614 3,270 5,539

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