LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-30
IRS object ID
201833349349200523
Schema version
2017v2.2
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)
Return2018-11-30T16:04:15-08:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-11-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressLAGUNAWOODSHISTORY.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,657GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$24,630ContributionsGiftsGrantsEtcAmt
Investment Income$9,493InvestmentIncomeAmt
Sale Of Assets Gross$8,164SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$6,057CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$2,107GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$1,370GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,310CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$1,940GrossProfitLossSlsOfInvntryAmt
Total Revenue$34,290TotalRevenueAmt
Printing Publications Postage$1,299PrintingPublicationsPostageAmt
Other Expenses Total$21,690OtherExpensesTotalAmt
Total Expenses$22,989TotalExpensesAmt
Excess Or Deficit For Year$11,301ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$381,114NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$1,428OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$390,987NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$338,570BOYAmt
EOY$355,853EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$42,544BOYAmt
EOY$35,134EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$381,114BOYAmt
EOY$390,987EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$381,114BOYAmt
EOY$390,987EOYAmt
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$22,429
Laguna Woods Veterans History Project$559
FieldValueIRS element (for citing)
Total Program Service Expenses$22,988TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DEAN DIXON
CEO24.00$0
GAIL DIXON
CAO15.00$0
TRISH CASSIDY
CGO6.00$0
LARRY FREEDMAN
CFO1.00$0
LEE BEVILAQUA
Trustee0$0
CATHERINE BRIANS
CCO2.00$0
PAT WILKINSON
Trustee1.00$0
BRAD HUDSON
Trustee0$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$90,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,561CurrentTaxYearMinus1YearAmt
Current Tax Year$24,630CurrentTaxYearAmt
Total$166,486TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,615CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,220CurrentTaxYearMinus1YearAmt
Current Tax Year$1,370CurrentTaxYearAmt
Total$31,644TotalAmt

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$95,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,396CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,781CurrentTaxYearMinus1YearAmt
Current Tax Year$26,000CurrentTaxYearAmt
Total$198,130TotalAmt

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$198,130PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,050CurrentTaxYearMinus1YearAmt
Current Tax Year$9,493CurrentTaxYearAmt
Total$37,482TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,050CurrentTaxYearMinus1YearAmt
Current Tax Year$9,493CurrentTaxYearAmt
Total$37,482TotalAmt

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$99,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,348CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,831CurrentTaxYearMinus1YearAmt
Current Tax Year$35,493CurrentTaxYearAmt
Total$235,612TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84090PublicSupportCY509Pct
Public Support PY5090.88670PublicSupportPY509Pct
Investment Income CY0.15910InvestmentIncomeCYPct
Investment Income PY0.11330InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $2865
Other Expenses.1002Office Expenses $3286
Other Expenses.1003Information Technology $5550
Other Expenses.1009Depreciation $6611
Other Expenses.1012Insurance $2173
Other Expenses.2PUBLIC PROGRAMS $559
Other Expenses.3REPAIRS & MAINTENANCE $343
Other Expenses.4FEES $303
Other Assets.1002Furniture and Fixtures - Beginning $28310 Furniture and Fixtures - Ending $24210
Other Assets.1010Inventories - Beginning $14234 Inventories - Ending $10924

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