LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-14
IRS object ID
201733189349202828
Schema version
2016v3.0
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)
Return2017-11-14T11:05:52-08:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$17,864GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$5,561ContributionsGiftsGrantsEtcAmt
Investment Income$9,050InvestmentIncomeAmt
Sale Of Assets Gross$33SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$24CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$9GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$3,220GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,635CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$1,415GrossProfitLossSlsOfInvntryAmt
Total Revenue$13,205TotalRevenueAmt
Printing Publications Postage$925PrintingPublicationsPostageAmt
Other Expenses Total$16,093OtherExpensesTotalAmt
Total Expenses$17,018TotalExpensesAmt
Excess Or Deficit For Year-$3,813ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$376,976NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$7,951OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$381,114NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$323,404BOYAmt
EOY$338,570EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$53,674BOYAmt
EOY$42,544EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$377,078BOYAmt
EOY$381,114EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$376,976BOYAmt
EOY$381,114EOYAmt
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$15,222
Laguna Woods Veterans History Project$1,796
FieldValueIRS element (for citing)
Total Program Service Expenses$17,018TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GAIL DIXON
CAO15.00$0
TRISH CASSIDAY
CGO3.00$0
LARRY FREEDMAN
CFO2.00$0
LEE BEVILAQUA
Director3.00$0
DEAN DIXON
CEO22.00$0
MARTY RUBIN
Director0$0
CATHERINE BRIANS
CCO2.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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$58,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,885CurrentTaxYearMinus1YearAmt
Current Tax Year$5,561CurrentTaxYearAmt
Total$200,175TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,500CurrentTaxYearMinus1YearAmt
Current Tax Year$3,220CurrentTaxYearAmt
Total$30,274TotalAmt

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$58,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,385CurrentTaxYearMinus1YearAmt
Current Tax Year$8,781CurrentTaxYearAmt
Total$230,449TotalAmt

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$230,449PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,673CurrentTaxYearMinus1YearAmt
Current Tax Year$9,050CurrentTaxYearAmt
Total$29,435TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,673CurrentTaxYearMinus1YearAmt
Current Tax Year$9,050CurrentTaxYearAmt
Total$29,435TotalAmt

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$59,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,348CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,058CurrentTaxYearMinus1YearAmt
Current Tax Year$17,831CurrentTaxYearAmt
Total$259,884TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88670PublicSupportCY509Pct
Public Support PY5090.91920PublicSupportPY509Pct
Investment Income CY0.11330InvestmentIncomeCYPct
Investment Income PY0.08080InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $1411
Other Expenses.1002Office Expenses $1703
Other Expenses.1003Information Technology $3563
Other Expenses.1009Depreciation $6495
Other Expenses.1012Insurance $914
Other Expenses.1PUBLIC PROGRAMS $1796
Other Expenses.4REPAIRS & MAINTENANCE $150
Other Expenses.5FEES $61
Other Assets.1002Furniture and Fixtures - Beginning $34805 Furniture and Fixtures - Ending $28310
Other Assets.1010Inventories - Beginning $18869 Inventories - Ending $14234
Total Liabilities.1CREDIT CARDS - Beginning $102 CREDIT CARDS - Ending $0

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