NORTH LAKE TAHOE HISTORICAL SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTH LAKE TAHOE HISTORICAL SOCIETY (EIN 23-7100332)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349304449
- Schema version
- 2021v4.0
- 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 | 2022-05-16T11:40:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953437527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SITKOFFO'NEIL ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10099 EAST RIVER STREET | AddressLine1Txt |
| City | TRUCKEE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237100332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH LAKE TAHOE HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Business Name Line2 | PHELAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5305831762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 6141 | AddressLine1Txt |
| City | TAHOE CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM PHELAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5305831762 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | PHELAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY HERRERA | PreparerPersonNm |
| PTIN | P01498876 | PTIN |
| Phone | 5305873200 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM PHELAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6141 | AddressLine1Txt |
| City | TAHOE CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $289,625 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NORTHTAHOEMUSEUMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE NLTHS PRESERVES, PRESENTS AND INTERPRETS THE HISTORY OF NORTH LAKE TAHOE BOTH IN A REGIONAL CONTEXT AND IN THE LARGER CONTEXT OF THE AMERICAN WEST. WE DO THIS IN A MANNER THAT IS ENGAGING, EDUCATIONAL AND CULTURALLY SENSITIVE THROUGH INNOVATIVE PROGRAMMING AND EXHIBITS AT THE GATEKEEPER'S AND WATSON CABIN MUSEUMS OF THE NLTHS. THE GATEKEEPER'S MUSEUM AND WATSON CABIN PLACE EMPHASIS ON THE CULTURAL AND GEOGRAPHICAL HISTORIES THAT INFLUENCED THE DEVELOPMENT OF NORTH LAKE TAHOE. THE MARION STEINBACH INDIAN BASKET MUSEUM PLACES EMPHASIS ON THE HISTORICAL AND CONTEMPORARY BASKETRY TRADITIONS OF WESTERN NORTH AMERICA, AND SEEKS TO PROMOTE CULTURAL AWARENESS THROUGH PROGRAMMING IN COLLABORATION AND CONSULTATION WITH NATIVE AMERICAN WEAVERS AND SCHOLARS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $61,162 | PYContributionsGrantsAmt |
| CY Contributions Grants | $96,362 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,285 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,666 | PYOtherRevenueAmt |
| CY Other Revenue | $13,104 | CYOtherRevenueAmt |
| PY Total Revenue | $82,701 | PYTotalRevenueAmt |
| CY Total Revenue | $160,046 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,289 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,483 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $106,180 | PYOtherExpensesAmt |
| CY Other Expenses | $106,875 | CYOtherExpensesAmt |
| PY Total Expenses | $174,968 | PYTotalExpensesAmt |
| CY Total Expenses | $193,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$92,267 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$33,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,641,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,764,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,614,977 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,757,125 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATURAL AND CULTURAL HISTORIES OF LAKE TAHOE INFORM WHO WE ARE AND DEFINE OUR SENSE OF PLACE AND OUR HERITAGE. THE MISSION OF THE NLTHS IS TO HOLD THESE HISTORIES IN TRUST BY COLLECTING, PRESERVING, PRESENTING AND INTERPRETING THEM FOR ALL PEOPLE, AND BY KEEPING THEM SAFE AND ACCESSIBLE NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,220 | ExpenseAmt |
| Revenue | $12,246 | RevenueAmt |
| Desc | MUSEUM OPERATIONS: THE GATEKEEPER'S MUSEUM WAS SUBJECT TO INTERMITTENT CLOSURES IN 2021 DUE TO COVID RESTRICTIONS AND HEALTH ORDERS. THE MUSEUM WAS OPEN 5 DAYS PER WEEK DURING THE 2021 SUMMER SEASON AND 4 DAYS A WEEK DURING THE OFF SEASON AND WINTER 2021. SOME MINIMAL SCHOOL EDUCATION PROGRAMS WERE REINITIATED IN THE FALL OF 2021. THE WATSON CABIN DID NOT OPEN FOR THE 2021 FISCAL YEAR. | Desc |
| Total Program Service Expenses | $51,220 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SUTTER | PersonNm |
| Phone | 5305831762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST LAKE BLVD | AddressLine1Txt |
| City | TAHOE CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JIM PHELAN | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MALCOLM DUNLAP | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ANN DUNLAP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ANTONUCCI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STAN BATISTE | ||||||
| VP FOR DEVEL | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEX KANWETZ | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP SEXTON | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $51,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $51,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $25,705 | MembershipDuesAmt |
| Government Grants | $53,419 | GovernmentGrantsAmt |
| All Other Contributions | $17,238 | AllOtherContributionsAmt |
| Total Contributions | $96,362 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSION FEES | Desc |
| Total Revenue Column | $12,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,246 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,844 | TotalRevenueColumnAmt |
| Exclusion | $22,844 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76 | TotalRevenueColumnAmt |
| Exclusion | $76 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,081 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,591 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,490 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,490 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,016 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,988 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,028 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,764 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22,920 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
| Program Services | $17,850 | ProgramServicesAmt |
| Management And General | $12,750 | ManagementAndGeneralAmt |
| Fundraising | $20,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,362 | TotalAmt |
| Management And General | $28,362 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,927 | TotalAmt |
| Management And General | $6,927 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,575 | TotalAmt |
| Management And General | $12,575 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,207 | TotalAmt |
| Management And General | $14,207 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,382 | TotalAmt |
| Management And General | $3,382 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495 | TotalAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,372 | TotalAmt |
| Management And General | $1,372 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,270 | TotalAmt |
| Program Services | $20,453 | ProgramServicesAmt |
| Management And General | $13,817 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Program Services | $64 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,498 | TotalAmt |
| Program Services | $10,081 | ProgramServicesAmt |
| Management And General | $334 | ManagementAndGeneralAmt |
| Fundraising | $83 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,295 | TotalAmt |
| Program Services | $2,772 | ProgramServicesAmt |
| Management And General | $15,523 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| TELEPHONE | $5,583 | $5,583 |
| SERVICE CHARGES & FEES | $1,430 | $1,430 |
| SECURITY ALARM | $936 | $936 |
| POSTAGE & MAILING | $927 | $927 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,841 | TotalAmt |
| Management And General | $2,841 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,164 | TotalAmt |
| Program Services | $51,220 | ProgramServicesAmt |
| Management And General | $121,461 | ManagementAndGeneralAmt |
| Fundraising | $20,483 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,743 | BOYAmt |
| EOY | $68,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,811 | BOYAmt |
| EOY | $54,651 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,918 | BOYAmt |
| EOY | $24,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $524,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $379,678 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,238 | BOYAmt |
| EOY | $144,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,666 | BOYAmt |
| EOY | $1,470,202 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636 | BOYAmt |
| EOY | $1,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,012 | BOYAmt |
| EOY | $1,764,283 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,035 | BOYAmt |
| EOY | $7,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,035 | BOYAmt |
| EOY | $7,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,073 | BOYAmt |
| EOY | $1,440,221 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,904 | BOYAmt |
| EOY | $316,904 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,977 | BOYAmt |
| EOY | $1,757,125 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,012 | BOYAmt |
| EOY | $1,764,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$33,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $175,266 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $61,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,362 | CurrentTaxYearAmt |
| Total | $329,863 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,262 | CurrentTaxYearAmt |
| Total | $268,511 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,624 | CurrentTaxYearAmt |
| Total | $598,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $598,374 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,920 | CurrentTaxYearAmt |
| Total | $149,217 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,920 | CurrentTaxYearAmt |
| Total | $149,217 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,820 | CurrentTaxYearMinus2YearsAmt |
| Total | $443,404 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $253,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $345,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $325,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,544 | CurrentTaxYearAmt |
| Total | $1,190,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.50240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.46460 | PublicSupportPY509Pct |
| Investment Income CY | 0.13000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12000 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,337,477 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$12,000 | OtherExpendituresAmt |
| Administrative Expenses | -$14,207 | AdministrativeExpensesAmt |
| End Year Balance | $1,524,853 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,202,335 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,127 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$11,127 | AdministrativeExpensesAmt |
| End Year Balance | $1,337,477 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,229 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,635 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$10,631 | AdministrativeExpensesAmt |
| End Year Balance | $1,202,335 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,054,919 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,623 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$10,528 | AdministrativeExpensesAmt |
| End Year Balance | $953,229 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $904,288 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $62,070 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$9,642 | AdministrativeExpensesAmt |
| End Year Balance | $1,054,919 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $524,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $379,678 | DepreciationAmt |
| Book Value | $144,740 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $144,740 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL TAXES PAYABLE | $4,070 |
| PAYROLL LIABILITIES | $1,789 |
| ARTIFACT PROCEEDS FOR REINVESTMENT | $941 |
| SALES TAX PAYABLE | $398 |
| CREDITS | -$40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,158 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE NLTHS MAINTAINS A COLLECTION OF INDIAN BASKETS DONATED TO THE NLTHS BY MARION STEINBACH. THIS ARTIFACT COLLECTION IS NOT REPORTED AS AN ASSET ON THE BALANCE SHEET BECAUSE IT IS MAINTAINED FOR VIEWING, EXHIBITION, EDUCATION OR RESEARCH. THE NLTHS CARES FOR THE COLLECTION BY PRESERVING THE COLLECTION FROM DAMAGE AND THE NLTHS HAS AN INTERNAL POLICY THAT IF THE COLLECTION IS SOLD, ANY INCOME FROM THE SALE WILL BE USED TO BUY MORE ITEMS FOR THE COLLECTION. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE COLLECTION OF INDIAN BASKETS DONATED TO THE NLTHS BY MARION STEINBACH IS DISPLAYED IN THE MUSEUM. THE COLLECTION PLACES EMPHASIS ON THE HISTORICAL AND CONTEMPORARY BASKETRY TRADITIONS OF WESTERN NORTH AMERICA AND SEEKS TO PROMOTE CULTURAL AWARENESS THROUGH PROGRAMMING IN COLLABORATION AND CONSULTATION WITH NATIVE AMERICAN WEAVERS AND SCHOLARS. THIS EMPHASIS ALIGNS WITH THE NLTHS'S MISSION TO COLLECT, PRESERVE, PRESENT AND INTERPRET THE NATURAL AND CULTURAL HISTORIES OF LAKE TAHOE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE NATURAL AND CULTURAL HISTORIES OF LAKE TAHOE INFORM WHO WE ARE AND DEFINE OUR SENSE OF PLACE AND OUR HERITAGE. THE MISSION OF THE NLTHS IS TO HOLD THESE HISTORIES IN TRUST BY COLLECTING, PRESERVING, PRESENTING AND INTERPRETING THEM FOR ALL PEOPLE, AND BY KEEPING THEM SAFE AND ACCESSIBLE NOW AND FOR FUTURE GENERATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 2 | MALCOLM DUNLAP MARY ANN DUNLAP VP FINANCE DIRECTOR MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP IS OPEN TO ANY PERSON INTERESTED IN THE HISTORY OF THE LAKE TAHOE BASIN WHO APPLIES FOR MEMBERSHIP. NLTHS OFFERS MULTIPLE MEMBERSHIP LEVELS BASED ON THE AMOUNT OF VOLUNTARY DONATION GIVEN. MEMBERS OF ALL LEVELS ENJOY THE SAME VOTING RIGHTS WITHIN THE ORGANIZATION AT THE ANNUAL MEMBERSHIP MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MEMBERSHIP HAS THE ABILITY TO NOMINATE ONE OR MORE CANDIDATES FOR BOARD MEMBERSHIP (ARTICLE VI, SECTION 4) AND IF THERE ARE MORE CANDIDATES THAN OPEN POSITIONS ON THE BOARD, THE MEMBERSHIP CAN VOTE AT THE ANNUAL MEETING (ARTICLE VI, SECTION 6). |
| FORM 990, PAGE 6, PART VI, LINE 11B | A PDF COPY OF FORM 990 IS DISTRIBUTED TO BOARD MEMBERS FOR REVIEW. EACH BOARD MEMBER IS REQUIRED TO CONFIRM VIA EMAIL TO THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE CHAIR THAT THEY HAVE REVIEWED THE FORM 990 AND THEY APPROVE. IF THEY HAVE ANY QUESTIONS OR CONCERNS, THESE ARE RESOLVED BEFORE THEY SIGN OFF ON THEIR REVIEW OF THE FORM 990. THE EMAIL RECORDS ARE KEPT AS CONFIRMATION OF EACH MEMBER'S REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR AND OFFICER MUST COMPLETE A CONFLICT OF INTEREST STATEMENT EACH YEAR FOR BOARD REVIEW. IN ADDITION, IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. ANY DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM ANY INVOLVEMENT IN ANY DISCUSSION OR DECISION IN WHICH THE DIRECTOR BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST. ONCE THE DISCLOSURE HAS BEEN MADE AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING AND THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF APPROPRIATE, THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITTEE SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE NLTHS'S BEST INTEREST. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF ITS BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER HEARING THE MEMBER'S RESPONSE, IF THE BOARD OR EXECUTIVE COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE NLTHS EXECUTIVE COMMITTEE FUNCTIONS AS THE COMPENSATION COMMITTEE AND DETERMINES THE LEVEL OF EXECUTIVE DIRECTOR COMPENSATION IN CLOSED SESSION. FACTORS ENTERING INTO THE DECISION-MAKING PROCESS INCLUDE THE ANNUAL PERFORMANCE REVIEW, COST OF LIVING INCREASE OR DECREASE ESTIMATES, AND KNOWN OR ESTIMATED COMPENSATION LEVELS FOR INDIVIDUALS IN SIMILAR POSITIONS IN THE IMMEDIATE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NOT APPLICABLE - BOARD MEMBERS ARE NOT COMPENSATED AND THERE ARE NO OTHER KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION KEEPS ALL DOCUMENTS AT THE GATEKEEPERS MUSEUM AND PROVIDES THEM TO THE PUBLIC UPON REQUEST. |