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ST HELENA HISTORICAL SOCIETY: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ST HELENA HISTORICAL SOCIETY (EIN 30-0087096)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-08-12
IRS object ID
202202249349201810
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

FieldValueIRS element (for citing)
Return2022-08-12T19:31:17-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205872660PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mel VarrelmanBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11417 Railroad AveAddressLine1Txt
CitySt HelenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94574ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300087096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST HELENA HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTHEBusinessNameControlTxt
Phone7079632627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityST HELENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94574ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SALESPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7079632627PhoneNum
Signature2022-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastSALESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMel VarrelmanPreparerPersonNm
PTINP00326586PTIN
Phone7079631040PhoneNum
Preparation2022-08-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.SHSTORY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$90,947GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$59,016ContributionsGiftsGrantsEtcAmt
Program Service Revenue$16,818ProgramServiceRevenueAmt
Membership Dues$14,560MembershipDuesAmt
Other Revenue Total$553OtherRevenueTotalAmt
Total Revenue$90,947TotalRevenueAmt
Occupancy Rent Utlts And Maint$45,500OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,067PrintingPublicationsPostageAmt
Other Expenses Total$35,048OtherExpensesTotalAmt
Total Expenses$81,615TotalExpensesAmt
Excess Or Deficit For Year$9,332ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$123,844NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$133,176NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$59,219BOYAmt
EOY$53,127EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$101,777BOYAmt
EOY$116,809EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$160,996BOYAmt
EOY$169,936EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,152BOYAmt
EOY$36,760EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$123,844BOYAmt
EOY$133,176EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe mission is to collect, preserve, exhibit, interpret, and provide access to the history of the St. Helena area from the ancient settlement of the first Native Americans until the present day.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Preserve and protect the history of Saint Helena$39,016$0
Provide research for individuals who wish to learn more detail about the history of Saint Helena$16,818$0
Provide material & information to the public and the schools of Saint Helena$20,000$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Skip Lane
President5.00$0$0$0
Stephen Taplin
Vice President1.00$0$0$0
Helen Nelson
Secretary5.00$0$0$0
John Sales
Treasurer5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN SALESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityST HELENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94574ZIPCd
FieldValueIRS element (for citing)
Phone7079632627PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

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$23,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,308CurrentTaxYearMinus1YearAmt
Current Tax Year$73,576CurrentTaxYearAmt
Total$237,308TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,380CurrentTaxYearMinus4YearsAmt
Current Tax Year$16,818CurrentTaxYearAmt
Total$34,198TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,308CurrentTaxYearMinus1YearAmt
Current Tax Year$90,394CurrentTaxYearAmt
Total$271,506TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$271,506PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25CurrentTaxYearMinus1YearAmt
Current Tax Year$535CurrentTaxYearAmt
Total$815TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25CurrentTaxYearMinus1YearAmt
Current Tax Year$535CurrentTaxYearAmt
Total$815TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,334CurrentTaxYearMinus2YearsAmt
Total$149,920TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,013CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,085CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,333CurrentTaxYearMinus1YearAmt
Current Tax Year$90,929CurrentTaxYearAmt
Total$422,241TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.64300PublicSupportCY509Pct
Public Support PY5090.66910PublicSupportPY509Pct
Investment Income CY0.00190InvestmentIncomeCYPct
Investment Income PY0.00070InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationOther - 2018 Amount: $ 606. 2019 Amount: $ 489. Art Auction - 2017 Amount: $ 79,250. 2018 Amount: $ 59,730. 2019 Amount: $ 9,845.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Art AuctionEvent1Nm

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 8 - Other RevenueDescription: Interest. Amount: 4. Description: Returns & Allowances. Amount: 549. Total to Form 990-EZ, line 8: 553.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Bank Charges. Amount: 384. Description: Dues & Subscriptions. Amount: 336. Description: Insurance. Amount: 805. Description: Miscellaneous. Amount: 33. Description: Supplies. Amount: 429. Description: Licences & Permits. Amount: 235. Description: Telephone. Amount: 1,392. Description: Research Services. Amount: 67. Description: Accounting. Amount: 825. Description: IT Service. Amount: 1,060. Description: Heritage Center. Amount: 11,965. Description: Postage. Amount: 544. Description: Payroll. Amount: 7,234. Description: Organizatonal Development. Amount: 2,325. Description: Board Expense. Amount: 150. Description: Educational Programs. Amount: 525. Description: Fundraising. Amount: 300. Description: General Administration. Amount: 151. Description: Public Relations. Amount: 4,977. Description: Sales Tax. Amount: 15. Description: Storage. Amount: 960. Description: Voices of St. Helena. Amount: 50. Description: Memberships. Amount: 286. Total to Form 990-EZ, line 16: 35,048.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Book Inventory. Beg. of Year Amount: 3,099. End of Year Amount: 3,075. Description: Heritage Center. Beg. of Year Amount: 93,198. End of Year Amount: 113,734. Description: Other Depreciable Assets. Beg. of Year Amount: 5,480. End of Year Amount: 0.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: Building Fund. Beg. of Year Amount: 37,152. End of Year Amount: 4,845. Description: . Beg. of Year Amount: 0. End of Year Amount: 31,915.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe 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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