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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-10
IRS object ID
201931009349200238
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)
Return2019-04-10T14:44:28-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$53,405GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,808ContributionsGiftsGrantsEtcAmt
Membership Dues$4,572MembershipDuesAmt
Investment Income$305InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$1,686GrossSalesOfInventoryAmt
Cost Of Goods Sold$274CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,412GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,034OtherRevenueTotalAmt
Total Revenue$53,131TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,218SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,915FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$542OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,012PrintingPublicationsPostageAmt
Other Expenses Total$25,815OtherExpensesTotalAmt
Total Expenses$64,502TotalExpensesAmt
Excess Or Deficit For Year-$11,371ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$113,014NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$101,643NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$101,929BOYAmt
EOY$87,166EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$12,233BOYAmt
EOY$14,477EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$114,162BOYAmt
EOY$101,643EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,148BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$113,014BOYAmt
EOY$101,643EOYAmt
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$64,502GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$64,502TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President0$0
Jim Zemaitis
Past Pres0$0
Dave Cross
1st VP0$0
Joe Johnson
2nd 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
Myrna Winters
Member0$0
Monica Wright
Member0$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

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
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,304CurrentTaxYearMinus1YearAmt
Current Tax Year$50,380CurrentTaxYearAmt
Total$188,425TotalAmt

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$39,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,304CurrentTaxYearMinus1YearAmt
Current Tax Year$50,380CurrentTaxYearAmt
Total$188,425TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$188,425PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,041CurrentTaxYearMinus1YearAmt
Current Tax Year$305CurrentTaxYearAmt
Total$15,567TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,265CurrentTaxYearMinus4YearsAmt
Total$8,265TotalAmt
FieldValueIRS element (for citing)
Total Support$212,257TotalSupportAmt
Public Support CY1700.88770PublicSupportCY170Pct
Public Support PY1700.89730PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $1034
Other Expenses.1001Advertising and Promotion $725
Other Expenses.1009Depreciation $1144
Other Expenses.1012Insurance $2083
Other Expenses.1Loss on investments $7713
Other Expenses.2Supplies $2671
Other Expenses.3Utilities $2439
Other Expenses.4REPAIRS & MAINTENANCE $2406
Other Expenses.5Telephone $1992
Other Expenses.7Tax and licenses $1722
Other Expenses.8Janitorial $1050
Other Expenses.9Meals and entertainment $764
Other Expenses.10SECURITY $441
Other Expenses.11Memberships and dues $388
Other Expenses.12OUTSIDE SERVICES $150
Other Expenses.13Computer services $103
Other Expenses.15Bank Charges $24
Other Assets.1002Furniture and Fixtures - Beginning $10905 Furniture and Fixtures - Ending $13473
Other Assets.1003Machinery and Equipment - Beginning $1328 Machinery and Equipment - Ending $1004
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $1148 Accounts Payable and Accrued Expenses - Ending $0

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