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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-02-26
IRS object ID
202120579349200632
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)
Return2021-02-26T16:02:55-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753194011PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Levy & Hartzheim LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237087913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Santa Maria Valley Historical SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8059223130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1616 South BroadwayAddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSharon FrizzellPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSharonPersonFirstNm
Person LastFrizzellPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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 Addresssantamariahistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,550GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$37,514ContributionsGiftsGrantsEtcAmt
Membership Dues$1,790MembershipDuesAmt
Investment Income$476InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$2,000FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,663SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$337SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,669GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,508CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$2,839GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$101OtherRevenueTotalAmt
Total Revenue$37,379TotalRevenueAmt
Salaries Other Comp Empl Bnft$32,325SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,600FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$622PrintingPublicationsPostageAmt
Other Expenses Total$11,060OtherExpensesTotalAmt
Total Expenses$46,607TotalExpensesAmt
Excess Or Deficit For Year-$9,228ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$102,579NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,351NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$89,382BOYAmt
EOY$81,434EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$13,197BOYAmt
EOY$11,917EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$102,579BOYAmt
EOY$93,351EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$102,579BOYAmt
EOY$93,351EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.DescriptionProgramSrvcAccomTxt
Grants And Allocations$46,607GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$46,607TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President0$0
Jim Zemaitis
Member0$0
Dave Cross
Vice President0$0
Myrna Winter
Member0$0
Pam Paxton
Secretary0$0
Sharon Frizzell
Treasurer0$0
Norm Hays
Member0$0
Edward Hazard
Member0$0
Kathy Wilding
Member0$0
JoAnn McBride
Member0$0
Cheryl Morris
Member0$0
Manning Semiatin
Member0$0
Shirley Contreras
Member0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMoss Levy Hartzheim LLPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,609CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,366CurrentTaxYearMinus1YearAmt
Current Tax Year$39,304CurrentTaxYearAmt
Total$201,963TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,609CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,366CurrentTaxYearMinus1YearAmt
Current Tax Year$39,304CurrentTaxYearAmt
Total$201,963TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$201,963PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,918CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$305CurrentTaxYearMinus2YearsAmt
Current Tax Year$476CurrentTaxYearAmt
Total$8,740TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$210,703TotalSupportAmt
Public Support CY1700.95850PublicSupportCY170Pct
Public Support PY1700.93990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $101
Other Expenses.1001Advertising and Promotion $34
Other Expenses.1009Depreciation $1280
Other Expenses.1012Insurance $1093
Other Expenses.1Utilities $2395
Other Expenses.2Telephone $2080
Other Expenses.3WORKMENS COMP $1314
Other Expenses.4Janitorial $1224
Other Expenses.5Supplies $498
Other Expenses.6DUES & SUBSCRIPTIONS $493
Other Expenses.7SECURITY $456
Other Expenses.10OUTSIDE SERVICES $150
Other Expenses.11Tax and licenses $25
Other Expenses.12Other payroll expenses $16
Other Expenses.13Bank Charges $2
Other Assets.1002Furniture and Fixtures - Beginning $12396 Furniture and Fixtures - Ending $11319
Other Assets.1003Machinery and Equipment - Beginning $801 Machinery and Equipment - Ending $598

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