LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-15
IRS object ID
201933199349204933
Schema version
2018v3.1
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)
Return2019-11-15T11:19:23-08:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

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$31,317GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$7,407ContributionsGiftsGrantsEtcAmt
Investment Income$11,487InvestmentIncomeAmt
Sale Of Assets Gross$11,173SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$11,272CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$99GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$1,250GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,277CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$27GrossProfitLossSlsOfInvntryAmt
Total Revenue$18,768TotalRevenueAmt
Printing Publications Postage$1,240PrintingPublicationsPostageAmt
Other Expenses Total$18,100OtherExpensesTotalAmt
Total Expenses$19,340TotalExpensesAmt
Excess Or Deficit For Year-$572ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$390,987NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$43,695OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$434,110NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$355,853BOYAmt
EOY$407,212EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$35,134BOYAmt
EOY$26,898EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$390,987BOYAmt
EOY$434,110EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$390,987BOYAmt
EOY$434,110EOYAmt
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$18,404
Laguna Woods Veterans History Project$936
FieldValueIRS element (for citing)
Total Program Service Expenses$19,340TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DEAN DIXON
CEO24.00$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
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
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
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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$36,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,630CurrentTaxYearMinus1YearAmt
Current Tax Year$7,407CurrentTaxYearAmt
Total$83,264TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,615CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,370CurrentTaxYearMinus1YearAmt
Current Tax Year$1,250CurrentTaxYearAmt
Total$27,955TotalAmt

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$57,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,000CurrentTaxYearMinus1YearAmt
Current Tax Year$8,657CurrentTaxYearAmt
Total$111,219TotalAmt

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$111,219PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,050CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,493CurrentTaxYearMinus1YearAmt
Current Tax Year$11,487CurrentTaxYearAmt
Total$44,655TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,050CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,493CurrentTaxYearMinus1YearAmt
Current Tax Year$11,487CurrentTaxYearAmt
Total$44,655TotalAmt

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$62,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,831CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,493CurrentTaxYearMinus1YearAmt
Current Tax Year$20,144CurrentTaxYearAmt
Total$155,874TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.71350PublicSupportCY509Pct
Public Support PY5090.84090PublicSupportPY509Pct
Investment Income CY0.28650InvestmentIncomeCYPct
Investment Income PY0.15910InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $1750
Other Expenses.1002Office Expenses $4244
Other Expenses.1003Information Technology $3515
Other Expenses.1009Depreciation $6959
Other Expenses.2PUBLIC PROGRAMS $936
Other Expenses.3REPAIRS & MAINTENANCE $644
Other Expenses.4FEES $52
Other Assets.1002Furniture and Fixtures - Beginning $24210 Furniture and Fixtures - Ending $17251
Other Assets.1010Inventories - Beginning $10924 Inventories - Ending $9647

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