LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-14
IRS object ID
201613199349205151
Schema version
2015v2.0
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)
Return2016-11-14T16:48:38-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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 TitleVice PresidentPersonTitleTxt
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
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$40,354GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$8,885ContributionsGiftsGrantsEtcAmt
Investment Income$9,673InvestmentIncomeAmt
Sale Of Assets Gross$20,296SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$25,088CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$4,792GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$1,500GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,418CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$82GrossProfitLossSlsOfInvntryAmt
Total Revenue$13,848TotalRevenueAmt
Printing Publications Postage$1,001PrintingPublicationsPostageAmt
Other Expenses Total$17,310OtherExpensesTotalAmt
Total Expenses$18,311TotalExpensesAmt
Excess Or Deficit For Year-$4,463ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$358,695NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$22,744OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$376,976NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$321,175BOYAmt
EOY$323,404EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$37,520BOYAmt
EOY$53,674EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$358,695BOYAmt
EOY$377,078EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$102EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$358,695BOYAmt
EOY$376,976EOYAmt
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$17,748
Laguna Woods Veterans History Project$563
FieldValueIRS element (for citing)
Total Program Service Expenses$18,311TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT RING
President15.00$0
GAIL DIXON
Vice President20.00$0
TRISH CASSIDAY
Vice President6.00$0
LARRY FREEDMAN
Treasurer6.00$0
LEE BEVILAQUA
Director3.00$0
DEAN DIXON
President20.00$0
JOAN LONG
Director1.00$0
BRENDA MOORE
Secretary30.00$0
MARTY RUBIN
Director1.00$0
CATHERINE BRIANS
Vice President1.00$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$32,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,781CurrentTaxYearMinus1YearAmt
Current Tax Year$8,885CurrentTaxYearAmt
Total$226,995TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,939CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,615CurrentTaxYearMinus1YearAmt
Current Tax Year$1,500CurrentTaxYearAmt
Total$27,054TotalAmt

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$32,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,568CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,396CurrentTaxYearMinus1YearAmt
Current Tax Year$10,385CurrentTaxYearAmt
Total$254,049TotalAmt

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$254,049PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,446CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,952CurrentTaxYearMinus1YearAmt
Current Tax Year$9,673CurrentTaxYearAmt
Total$22,327TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,446CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,952CurrentTaxYearMinus1YearAmt
Current Tax Year$9,673CurrentTaxYearAmt
Total$22,327TotalAmt

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$34,323CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,348CurrentTaxYearMinus1YearAmt
Current Tax Year$20,058CurrentTaxYearAmt
Total$276,376TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91920PublicSupportCY509Pct
Public Support PY5090.92590PublicSupportPY509Pct
Investment Income CY0.08080InvestmentIncomeCYPct
Investment Income PY0.07410InvestmentIncomePYPct
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 $3111
Other Expenses.1002Office Expenses $1268
Other Expenses.1003Information Technology $5996
Other Expenses.1009Depreciation $4790
Other Expenses.1012Insurance $903
Other Expenses.2PUBLIC PROGRAMS $563
Other Expenses.3FEES $427
Other Expenses.4REPAIRS & MAINTENANCE $252
Other Assets.1002Furniture and Fixtures - Beginning $17233 Furniture and Fixtures - Ending $34805
Other Assets.1010Inventories - Beginning $20287 Inventories - Ending $18869
Total Liabilities.1CREDIT CARDS - Beginning $0 CREDIT CARDS - Ending $102

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