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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-04
IRS object ID
201831249349201128
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)
Return2018-05-04T14:30:58-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonMichael FarrisPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
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 Addresssantamariahistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$50,908GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$32,949ContributionsGiftsGrantsEtcAmt
Membership Dues$5,355MembershipDuesAmt
Investment Income$2,041InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$2,455FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,470SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$15SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$7,940GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,419CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$6,521GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$168OtherRevenueTotalAmt
Total Revenue$47,019TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,074SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,200FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$4,228OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,022PrintingPublicationsPostageAmt
Other Expenses Total$15,929OtherExpensesTotalAmt
Total Expenses$57,453TotalExpensesAmt
Excess Or Deficit For Year-$10,434ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$123,448NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$113,014NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$111,367BOYAmt
EOY$101,929EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$13,242BOYAmt
EOY$12,233EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$124,609BOYAmt
EOY$114,162EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,161BOYAmt
EOY$1,148EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$123,448BOYAmt
EOY$113,014EOYAmt
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$57,453GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$57,453TotalProgramServiceExpensesAmt

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
Michael Farris
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$84,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,609CurrentTaxYearMinus1YearAmt
Current Tax Year$38,304CurrentTaxYearAmt
Total$222,320TotalAmt

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$84,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,609CurrentTaxYearMinus1YearAmt
Current Tax Year$38,304CurrentTaxYearAmt
Total$222,320TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$222,320PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,918CurrentTaxYearMinus1YearAmt
Current Tax Year$2,041CurrentTaxYearAmt
Total$17,181TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,265CurrentTaxYearMinus3YearsAmt
Total$8,265TotalAmt
FieldValueIRS element (for citing)
Total Support$247,766TotalSupportAmt
Public Support CY1700.89730PublicSupportCY170Pct
Public Support PY1700.93280PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $168
Other Expenses.1001Advertising and Promotion $1678
Other Expenses.1009Depreciation $1009
Other Expenses.1012Insurance $2014
Other Expenses.1OUTSIDE SERVICES $5452
Other Expenses.2Supplies $1886
Other Expenses.3Telephone $1886
Other Expenses.5Janitorial $900
Other Expenses.7SECURITY $360
Other Expenses.8Memberships and dues $348
Other Expenses.9REPAIRS & MAINTENANCE $289
Other Expenses.10Tax and licenses $55
Other Expenses.11Bank Charges $52
Other Assets.1002Furniture and Fixtures - Beginning $11469 Furniture and Fixtures - Ending $10905
Other Assets.1003Machinery and Equipment - Beginning $1773 Machinery and Equipment - Ending $1328
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $1161 Accounts Payable and Accrued Expenses - Ending $1148

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