LLOYD HARBOR HISTORICAL SOCIETY: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LLOYD HARBOR HISTORICAL SOCIETY (EIN 11-2515511)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-10
- IRS object ID
- 202201619349200910
- Schema version
- 2021v4.2
- 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 | 2022-06-10T11:47:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EICHEN DIMEGLIO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT ST SUITE 203 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 118031606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112515511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD HARBOR HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WALTER GUMERSELL | InCareOfNm |
| Business Name Control | LLOY | BusinessNameControlTxt |
| Phone | 5162202010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 LLOYD HARBOR ROAD | AddressLine1Txt |
| City | LLOYD HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER GUMERSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6314246110 | PhoneNum |
| Signature | 2022-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | GUMERSELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL OLIVIERI | PreparerPersonNm |
| PTIN | P00188710 | PTIN |
| Phone | 5165763333 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.LLOYDHARBORHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $4,349 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $480 | ProgramServiceRevenueAmt |
| Investment Income | $3,076 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $543 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $250 | OtherRevenueTotalAmt |
| Total Revenue | $4,349 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $250 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Other Expenses Total | $7,743 | OtherExpensesTotalAmt |
| Total Expenses | $7,993 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,644 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $172,429 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,740 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $173,526 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,429 | BOYAmt |
| EOY | $173,526 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,429 | BOYAmt |
| EOY | $173,526 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,429 | BOYAmt |
| EOY | $173,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE LLOYD HARBOR HISTORICAL SOCIETY WORKS WITHIN THE COMMUNITY TO EXPLORE AND PRESERVE LOCAL HISTORY THROUGH EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE LLOYD HARBOR HISTORICAL SOCIETY WORKS WITHIN THE COMMUNITY TO EXPLORE AND PRESERVE LOCAL HISTORY THROUGH EDUCATION. | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| WALTER GUMERSELL | ||||
| PRESIDENT | 5.0 | $0 | $0 | $0 |
| JOAN MCGEE | ||||
| VICE PRESIDENT | 5.0 | $0 | $0 | $0 |
| CEIL STEPANIAN | ||||
| PRESIDENT & CEO | 5.0 | $0 | $0 | $0 |
| VALERIE SMITH BRANCATO | ||||
| SECRETARY | 5.0 | $0 | $0 | $0 |
| JANE PANAGI | ||||
| TREASURER | 5.0 | $0 | $0 | $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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER GUMERSELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 LLOYD HARBOR ROAD | AddressLine1Txt |
| City | LLOYD HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314246110 | 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 |
| 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 | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $680 | CurrentTaxYearAmt |
| Total | $191,749 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $680 | CurrentTaxYearAmt |
| Total | $191,749 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $191,749 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,076 | CurrentTaxYearAmt |
| Total | $9,798 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,076 | CurrentTaxYearAmt |
| Total | $9,798 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $9,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $17,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,956 | CurrentTaxYearAmt |
| Total | $218,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87738 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94596 | PublicSupportPY509Pct |
| Investment Income CY | 0.04483 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02226 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990EZ PART I LINE 8 | Description:RENTAL INCOME Amount:200 |
| FORM 990EZ PART I LINE 8 | Description:OTHER INCOME Amount:50 |
| FORM 990EZ PART I LINE 16 | Description:WEBSITE MANAGEMENT Amount:165 |
| FORM 990EZ PART I LINE 16 | Description:ALARM COMPANY Amount:356 |
| FORM 990EZ PART I LINE 16 | Description:CLEANING Amount:975 |
| FORM 990EZ PART I LINE 16 | Description:TRASH REMOVAL Amount:375 |
| FORM 990EZ PART I LINE 16 | Description:INSURANCE Amount:4450 |
| FORM 990EZ PART I LINE 16 | Description:ADVERTISING Amount:137 |
| FORM 990EZ PART I LINE 16 | Description:SPONSORSHIP Amount:100 |
| FORM 990EZ PART I LINE 16 | Description:EMAIL MANAGEMENT Amount:404 |
| FORM 990EZ PART I LINE 16 | Description:INVESTMENT ADVISORY FEES Amount:781 |
| FORM 990EZ PART I LINE 20 | Description:NET APPRECIATION OF INVESTMENTS Amount:4740 |