HERITAGE OF THE AMERICANS MUSEUM INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE OF THE AMERICANS MUSEUM INC (EIN 33-0206661)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201732269349100308
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T08:19:48-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BULLEN RUCH & NELLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 F ST STE 175 | AddressLine1Txt |
| City | CHULA VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 919102648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330206661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE OF THE AMERICAS MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 6196705194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12110 CUYAMACA COLLEGE DRIVE WEST | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN A OATSVALL | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Signature | 2017-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES R DEVEREUX CPA | PreparerPersonNm |
| PTIN | P00045179 | PTIN |
| Phone | 6194226181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,059,622 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,549 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,549 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $33,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,546 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$81,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,191,746 | GrossSalesPriceAmt |
| Gross Sales Less Ret And Allwnc | $22,179 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $19,294 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $2,885 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $2,885 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,556 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,980 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,743 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,743 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,409 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,408 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,002 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $22,002 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,553 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,230 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $32,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,980 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,675 | CashBOYAmt |
| Cash EOY | $99,466 | CashEOYAmt |
| Cash EOYFMV | $99,766 | CashEOYFMVAmt |
| Inventories BOY | $13,193 | InventoriesBOYAmt |
| Inventories EOY | $13,193 | InventoriesEOYAmt |
| Inventories EOYFMV | $12,000 | InventoriesEOYFMVAmt |
| Other Investments BOY | $710,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $761,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $761,856 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $224,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,527 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,368 | LandBOYAmt |
| Land EOY | $16,028 | LandEOYAmt |
| Land EOYFMV | $16,000 | LandEOYFMVAmt |
| Other Assets BOY | $5,169,899 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,169,899 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,170,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,044,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,060,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,059,622 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $7,500 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $12,500 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,793 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,508 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,008 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,035,285 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,045,434 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,035,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,045,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,044,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,060,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,035,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $110,893 | OtherIncreasesAmt |
| Subtotal | $6,045,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,045,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4000 SUPERVALUE NT 8% | P | 2010-10-04 | 2016-01-06 | $4,093 | $4,001 | $92 | $92 |
| 483 FRAMKLIN INC ADV | P | 2009-12-08 | 2016-04-05 | $1,000 | $981 | $19 | $19 |
| 66ST SALES-IND FIN GP #720020 | P | 2015-09-01 | 2016-08-10 | $544,907 | $553,357 | -$8,450 | -$8,450 |
| 74LT SALES- IND FIN GP #720020 | P | 2012-08-14 | 2016-06-27 | $641,746 | $704,560 | -$62,814 | -$62,814 |
| 10000 BOND- SWIFT ENERGY GP | P | 2012-08-14 | 2016-12-11 | $10,018 | -$10,018 | -$10,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$81,171 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,450 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $583 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $583 | SubtotalAmt |
| Tax Based On Investment Income | $583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $900 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,877 | OverpaymentAmt |
| Applied To ES Tax | $1,877 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICE OHALLORAN BOOKKEEPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6196705194 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12110 CUYAMACA COLLEGE DR WEST | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RON RAYMOND | ||||||
| 12110 CUYAMACA COLLEGE DRIVE W | EL CAJON | CA | 92019 | Chairman | 1.00 | $0 |
| KATHLEEN A OATSVALL | ||||||
| 12110 CUYAMACA DR WEST | EL CAJON | CA | 92019 | EXEC DIRECTOR | 30.00 | $0 |
| MARK LUECK | ||||||
| 12110 CUYAMACA COLLEGE DR WES | EL CAJON | CA | 92019 | Treasurer | 1.00 | $0 |
| GENE YALE | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OPERATES A MUSEUM DEDICATED TO PRESENTATION OF THE AMERICAN HERITAGE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PROVIDES USAGE OF MEETING ROOMS FOR COLLEGE AND PUBLIC PRESENTATIONS AND LECTURES. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,586 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $101,586 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $101,586 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-08-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $101,586 | CurrentYearAmt |
| Year1 | $100,890 | Year1Amt |
| Year2 | $91,689 | Year2Amt |
| Year3 | $104,317 | Year3Amt |
| Total | $398,482 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $101,586 | CurrentYearAmt |
| Year1 | $100,890 | Year1Amt |
| Year2 | $91,689 | Year2Amt |
| Year3 | $104,317 | Year3Amt |
| Total | $398,482 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $6,067,382 | Year3Amt |
| Total | $6,067,382 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MEETING ROOM RENTAL | $1,720 |
| TRANSPORTATION PROGRAM | $6,836 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,549 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,546 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$81,171 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,885 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$30,635 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,635 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | SUMMER PROGRAMS FOR YOUTH |
| 1b | LECTURES PUT ON BY COLLEGE OR MUSEUM |
| 10 | SALE OF NOVELTY ITEMS AS REMEMBERANCE OF VISIT |
| 1c | SERVICE OUTREACH |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COMMUNITY ENHANCEMENT FUNDS | ||||||
| 1 | 1600 PACIFIC HWY | SAN DIEGO | CA | 92101 | $25,000 | Yes (X) |
| RICE FAMILY FOUNDATION | ||||||
| 2 | 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING FEES | $20,112 | $0 | $0 | $20,112 |
| TAX RETURN PREPARATION | $1,890 | $0 | $0 | $1,890 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $224,555 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $208,527 | AccumulatedDepreciationAmt |
| Book Value | $16,028 | BookValueAmt |
| EOYFMV | $16,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| DONATED COLLECTION | $5,170,000 | ||
| DONATED COLLECTIONS | $5,169,899 | $5,169,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING & PROMOTION | $5,106 | $5,106 |
| DUES & MEMBERSHIPS | $700 | $700 |
| INSURANCE | $8,325 | $8,325 |
| LANDSCAPE MAINTENANCE | $4,899 | $4,899 |
| LICENSES | $70 | $70 |
| OFFICE & SUPPLIES | $3,027 | $3,027 |
| POSTAGE & DELIVERY | $980 | $980 |
| PROGRAM SERVICE EVENTS | $5,121 | $5,121 |
| PUBLIC RECOGNITION | $938 | $938 |
| REPAIRS & MAINTENANCE | $1,239 | $1,239 |
| TELEPHONE | $1,798 | $1,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MEETING ROOM RENTAL | $1,720 |
| TRANSPORTATION PROGRAM | $6,836 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BANKRUPTCY LOSS ON BOND (BOOK ADJMT) | $10,000 |
| REALIZED STOCK SALES LOSSES | $81,171 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $1,170 | $1,676 |
| SALES TAXES PAYABLE | $623 | $832 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT BROKER FEES | CategoryTxt |
| Amt | $7,405 | Amt |
| Net Investment Income | $7,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUSEUM ITEM SALES | CategoryTxt |
| Gross Sales | $22,179 | GrossSalesAmt |
| Cost Of Goods Sold | $19,294 | CostOfGoodsSoldAmt |
| Net | $2,885 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA TAXES | $30 | $30 | |
| IRS TAXES | $2,523 | $2,523 | |
| PAYROLL TAXES | $5,230 | $5,230 |