LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202121379349202667
Schema version
2019v5.0
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)
Return2021-05-17T11:25:38-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260364398PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUMMERS & SUMMERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124361 EL TORO RD STE 200AddressLine1Txt
CityLAGUNA WOODSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92637ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953213797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAGUNA WOODS HISTORY CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAGUBusinessNameControlTxt
Phone9492060150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2220AddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92654ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL DIXONPersonNm
Person TitleCAOPersonTitleTxt
Signature2020-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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 AddressLAGUNAWOODSHISTORY.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$16,208GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,445ContributionsGiftsGrantsEtcAmt
Investment Income$12,333InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$1,430GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,844CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$414GrossProfitLossSlsOfInvntryAmt
Total Revenue$14,364TotalRevenueAmt
Printing Publications Postage$601PrintingPublicationsPostageAmt
Other Expenses Total$12,388OtherExpensesTotalAmt
Total Expenses$12,989TotalExpensesAmt
Excess Or Deficit For Year$1,375ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$434,110NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$9,333OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$426,152NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$407,212BOYAmt
EOY$406,473EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$26,898BOYAmt
EOY$19,679EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$434,110BOYAmt
EOY$426,152EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$434,110BOYAmt
EOY$426,152EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO OPERATE A HISTORICAL SOCIETYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
Preservation of Archives for the Community$12,989
Laguna Woods Veterans History Project
FieldValueIRS element (for citing)
Total Program Service Expenses$12,989TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DEAN DIXON
CEO30.00$0
GAIL DIXON
CAO20.00$0
TRISH CASSIDY
CGO6.00$0
LARRY FREEDMAN
CFO2.00$0
CATHERINE BRIANS
CCO2.00$0
PAT WILKINSON
Trustee1.00$0
MARTY RUBIN
Trustee0$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
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLARRY FREEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2220AddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926542220ZIPCd
FieldValueIRS element (for citing)
Phone9492060150PhoneNum
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,885CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,407CurrentTaxYearMinus1YearAmt
Current Tax Year$2,445CurrentTaxYearAmt
Total$48,928TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,250CurrentTaxYearMinus1YearAmt
Current Tax Year$1,430CurrentTaxYearAmt
Total$8,770TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,657CurrentTaxYearMinus1YearAmt
Current Tax Year$3,875CurrentTaxYearAmt
Total$57,698TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$57,698PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,487CurrentTaxYearMinus1YearAmt
Current Tax Year$12,333CurrentTaxYearAmt
Total$52,036TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,487CurrentTaxYearMinus1YearAmt
Current Tax Year$12,333CurrentTaxYearAmt
Total$52,036TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,144CurrentTaxYearMinus1YearAmt
Current Tax Year$16,208CurrentTaxYearAmt
Total$109,734TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.52580PublicSupportCY509Pct
Public Support PY5090.71350PublicSupportPY509Pct
Investment Income CY0.47420InvestmentIncomeCYPct
Investment Income PY0.28650InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $2238
Other Expenses.1003Information Technology $3490
Other Expenses.1009Depreciation $5375
Other Expenses.1012Insurance $1128
Other Expenses.3FEES $157
Other Assets.1002Furniture and Fixtures - Beginning $17251 Furniture and Fixtures - Ending $11876
Other Assets.1010Inventories - Beginning $9647 Inventories - Ending $7803

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