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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-12
IRS object ID
202020729349200427
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)
Return2020-03-12T11:52:10-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-03-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-22 18:59:49ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresssantamariahistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$56,691GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$44,471ContributionsGiftsGrantsEtcAmt
Membership Dues$2,652MembershipDuesAmt
Investment Income$3,600InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$2,932FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,195SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$263SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$3,009GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,453CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,556GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$27OtherRevenueTotalAmt
Total Revenue$52,043TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,353SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,400FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$217PrintingPublicationsPostageAmt
Other Expenses Total$15,137OtherExpensesTotalAmt
Total Expenses$51,107TotalExpensesAmt
Excess Or Deficit For Year$936ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$101,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$102,579NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$87,166BOYAmt
EOY$89,382EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$14,477BOYAmt
EOY$13,197EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$101,643BOYAmt
EOY$102,579EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$101,643BOYAmt
EOY$102,579EOYAmt
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

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President0$0
Jim Zemaitis
Past Pres0$0
Dave Cross
1st VP0$0
Pam Paxton
Secretary0$0
Sharon Frizzell
Treasurer0$0
Jim Enos
Comm Officer0$0
Edward Hazard
Member0$0
Kathy Wilding
Member0$0
JoAnn McBride
Member0$0
Cheryl Morris
Member0$0
Manning Semiatin
Member0$0
Monica Wright
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$31,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,609CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,380CurrentTaxYearMinus1YearAmt
Current Tax Year$45,366CurrentTaxYearAmt
Total$194,120TotalAmt

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$31,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,609CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,380CurrentTaxYearMinus1YearAmt
Current Tax Year$45,366CurrentTaxYearAmt
Total$194,120TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$194,120PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,918CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$305CurrentTaxYearMinus1YearAmt
Total$12,405TotalAmt

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$206,525TotalSupportAmt
Public Support CY1700.93990PublicSupportCY170Pct
Public Support PY1700.88770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $27
Other Expenses.1009Depreciation $1280
Other Expenses.1012Insurance $1087
Other Expenses.1OUTSIDE SERVICES $2743
Other Expenses.2Utilities $2634
Other Expenses.3Telephone $2070
Other Expenses.4Supplies $2020
Other Expenses.5Janitorial $1200
Other Expenses.6WORKMENS COMP $924
Other Expenses.7DUES & SUBSCRIPTIONS $387
Other Expenses.8REPAIRS & MAINTENANCE $368
Other Expenses.9SECURITY $360
Other Expenses.12Tax and licenses $45
Other Expenses.13Other payroll expenses $19
Other Assets.1002Furniture and Fixtures - Beginning $13473 Furniture and Fixtures - Ending $12396
Other Assets.1003Machinery and Equipment - Beginning $1004 Machinery and Equipment - Ending $801

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