SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-29
- IRS object ID
- 201701809349200730
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-29T16:58:38-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Levy & Hartzheim LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Professional Parkway Suite 205 | AddressLine1Txt |
| City | Santa Maria | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237087913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Maria Valley Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8059223130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 South Broadway | AddressLine1Txt |
| City | Santa Maria | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93454 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Farris | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ron Levy CPA | PreparerPersonNm |
| PTIN | P01401811 | PTIN |
| Phone | 8059252579 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | santamariahistory.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $46,953 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $24,626 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $3,983 | MembershipDuesAmt |
| Investment Income | $5,918 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $1,792 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,620 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $172 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $3,623 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $985 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $2,638 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $7,011 | OtherRevenueTotalAmt |
| Total Revenue | $44,348 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $33,328 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,075 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,133 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $14,187 | OtherExpensesTotalAmt |
| Total Expenses | $50,723 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,375 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $129,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,448 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,122 | BOYAmt |
| EOY | $111,367 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,251 | BOYAmt |
| EOY | $13,242 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,373 | BOYAmt |
| EOY | $124,609 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550 | BOYAmt |
| EOY | $1,161 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,823 | BOYAmt |
| EOY | $123,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | To 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 | $50,723 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $50,723 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Brooke Bradley | ||
| President | 0 | $0 |
| Jim Zemaitis | ||
| Past Pres | 0 | $0 |
| Dave Cross | ||
| 1st VP | 0 | $0 |
| Joe Johnson | ||
| 2nd VP | 0 | $0 |
| Pam Paxton | ||
| Secretary | 0 | $0 |
| Michael Farris | ||
| Treasurer | 0 | $0 |
| Jim Enos | ||
| Comm Officer | 0 | $0 |
| Edward Hazard | ||
| Member | 0 | $0 |
| Deloris Martini | ||
| Member | 0 | $0 |
| JoAnn McBride | ||
| Member | 0 | $0 |
| Cheryl Morris | ||
| Member | 0 | $0 |
| Manning Semiatin | ||
| Member | 0 | $0 |
| Myrna Winters | ||
| Member | 0 | $0 |
| Monica Wright | ||
| Member | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Moss Levy Hartzheim LLP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Professional Parkway Suite 205 | AddressLine1Txt |
| City | Santa Maria | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059252579 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,401 | CurrentTaxYearAmt |
| Total | $240,403 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,401 | CurrentTaxYearAmt |
| Total | $240,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $240,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,918 | CurrentTaxYearAmt |
| Total | $17,310 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $257,713 | TotalSupportAmt |
| Public Support CY170 | 0.93280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $2383 |
| Other Expenses.1009 | Depreciation $1009 |
| Other Expenses.1012 | Insurance $2062 |
| Other Expenses.1 | FACILITIES AND EQUIPMENT $4522 |
| Other Expenses.2 | Supplies $1788 |
| Other Expenses.3 | REPAIRS & MAINTENANCE $1217 |
| Other Expenses.4 | Telephone $715 |
| Other Expenses.7 | Memberships and dues $268 |
| Other Expenses.8 | Bank Charges $118 |
| Other Expenses.9 | Tax and licenses $105 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $12033 Furniture and Fixtures - Ending $11469 |
| Other Assets.1003 | Machinery and Equipment - Beginning $2218 Machinery and Equipment - Ending $1773 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1550 Accounts Payable and Accrued Expenses - Ending $1161 |
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