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ST HELENA HISTORICAL SOCIETY: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ST HELENA HISTORICAL SOCIETY (EIN 30-0087096)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-10-12
IRS object ID
202142859349200724
Schema version
2020v4.1
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)
Return2021-10-12T11:49:09-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-10-03SignatureDt
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
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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 AddressWWW.SHSTORY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$15,623GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,604ContributionsGiftsGrantsEtcAmt
Membership Dues$2,704MembershipDuesAmt
Other Revenue Total$315OtherRevenueTotalAmt
Total Revenue$15,623TotalRevenueAmt
Occupancy Rent Utlts And Maint$40,980OccupancyRentUtltsAndMaintAmt
Other Expenses Total$48,646OtherExpensesTotalAmt
Total Expenses$89,626TotalExpensesAmt
Excess Or Deficit For Year-$74,003ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$197,847NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$123,844NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$142,239BOYAmt
EOY$59,219EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$93,298BOYAmt
EOY$101,777EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$235,537BOYAmt
EOY$160,996EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,690BOYAmt
EOY$37,152EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$197,847BOYAmt
EOY$123,844EOYAmt
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$0$53,441
Provide research for individuals who wish to learn more detail about the history of Saint Helena$0$838
Provide material & information to the public and the schools of Saint Helena$0$2,245
FieldValueIRS element (for citing)
Total Program Service Expenses$56,524TotalProgramServiceExpensesAmt

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$20,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$89,640CurrentTaxYearMinus1YearAmt
Current Tax Year$15,308CurrentTaxYearAmt
Total$148,717TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,492CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,380CurrentTaxYearMinus3YearsAmt
Total$32,872TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,586CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$89,640CurrentTaxYearMinus1YearAmt
Current Tax Year$15,308CurrentTaxYearAmt
Total$181,589TotalAmt

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$181,589PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$111CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$181TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$111CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$181TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$10,334CurrentTaxYearMinus1YearAmt
Total$89,605TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$119,881CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$100,085CurrentTaxYearMinus1YearAmt
Current Tax Year$15,333CurrentTaxYearAmt
Total$271,375TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.66910PublicSupportCY509Pct
Public Support PY5090.64940PublicSupportPY509Pct
Investment Income CY0.00070InvestmentIncomeCYPct
Investment Income PY0.00060InvestmentIncomePYPct
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 - 2016 Amount: $ 21. 2019 Amount: $ 489. Art Auction - 2017 Amount: $ 79,250. 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: 25. Description: Returns & Allowances. Amount: 290. Total to Form 990-EZ, line 8: 315.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Bank Charges. Amount: 334. Description: Dues & Subscriptions. Amount: 312. Description: Insurance. Amount: 1,179. Description: Miscellaneous. Amount: 85. Description: Collection Program. Amount: 507. Description: Program Development. Amount: 2,245. Description: Supplies. Amount: 760. Description: Licences & Permits. Amount: 319. Description: Telephone. Amount: 1,619. Description: Vehicle Expense. Amount: 182. Description: Research Services. Amount: 332. Description: Accounting. Amount: 1,130. Description: IT Service. Amount: 653. Description: Heritage Center. Amount: 3,456. Description: Postage. Amount: 156. Description: Payroll. Amount: 29,297. Description: Organizatonal Development. Amount: 5,675. Description: Website. Amount: 405. Total to Form 990-EZ, line 16: 48,646.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Book Inventory. Beg. of Year Amount: 3,123. End of Year Amount: 3,099. Description: Heritage Center. Beg. of Year Amount: 84,695. End of Year Amount: 93,198. Description: Other Depreciable Assets. Beg. of Year Amount: 5,480. End of Year Amount: 5,480.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: Building Fund. Beg. of Year Amount: 37,688. End of Year Amount: 37,152. Description: Sales Tax. Beg. of Year Amount: 2. End of Year Amount: 0.

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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