SURFING HERITAGE FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SURFING HERITAGE FOUNDATION (EIN 33-0934459)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-08-12
IRS object ID
201602259349304225
Schema version
2015v2.1
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)
Return2016-08-12T18:12:48-05:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475352991PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILBERMAN LANGNER ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16050 SANTO RD STE 130AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921246103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330934459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURFING HERITAGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSURFBusinessNameControlTxt
Phone9493880313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH MAYNARD ESHELMANPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone9493880943PhoneNum
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC LANGNERPreparerPersonNm
PTINP00969195PTIN
Phone8582683330PhoneNum
Preparation2016-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SURFING HERITAGE AND CULTURE CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEITH MAYNARD ESHELMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,663,846GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SURFINGHERITAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$980,893PYContributionsGrantsAmt
CY Contributions Grants$1,895,451CYContributionsGrantsAmt
CY Program Service Revenue$26,334CYProgramServiceRevenueAmt
PY Investment Income$96PYInvestmentIncomeAmt
CY Investment Income$244CYInvestmentIncomeAmt
PY Other Revenue$108,280PYOtherRevenueAmt
CY Other Revenue$123,992CYOtherRevenueAmt
PY Total Revenue$1,089,269PYTotalRevenueAmt
CY Total Revenue$2,046,021CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$261,696PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$231,025CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,639CYTotalFundraisingExpenseAmt
PY Other Expenses$226,474PYOtherExpensesAmt
CY Other Expenses$246,420CYOtherExpensesAmt
PY Total Expenses$488,170PYTotalExpensesAmt
CY Total Expenses$477,445CYTotalExpensesAmt
PY Revenues Less Expenses$601,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,568,576CYRevenuesLessExpensesAmt
Total Assets BOY$2,875,208TotalAssetsBOYAmt
Total Assets EOY$4,678,943TotalAssetsEOYAmt
Total Liabilities BOY$28,698TotalLiabilitiesBOYAmt
Total Liabilities EOY$263,857TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,846,510NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,415,086NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$351,677ExpenseAmt
Revenue$26,334RevenueAmt
DescSURFING HERITAGE PROVIDES HOSTED AND INDIVIDUAL TOURS OF EXTENSIVE HISTORIC SURFBOARD ARCHIVE AND PHOTO COLLECTION TO STUDENTS AND SURFING ENTHUSIASTS. WE HAD APPROXIMATELY 7,000 VISITORS DURING THE YEAR AND LOANED OUT TWO EXHIBITS TO OTHER MUSEUMS AROUND THE COUNTRY. WE ARE CONTINUING TO DEVELOPE CURRICULUM FOR THE EDUCATIONAL COMMUNITY IN CALIFORNIA AND BEYOND. WE CURATED A COLLECTION OF HISTORIC SURFBOARDS THAT WAS INDUCTED INTO THE SMITHSONIAN MUSEUM SUMMER OF 2015. SURFING HERITAGE USES SOCIAL MEDIA AS PART OF ITS OUTREACH PROGRAM. LAST YEAR WE HAD OVER 100,000 VISITS TO OUR WEBSITE, OVER 1,400 FOLLOWERS ON TWITTER, 7,500 FOLLOWERS ON FACEBOOK, AND OUR SURF CHANNEL HAS CLOSE TO 5,500 VIEWERS PER MONTH. OUR MONTHLY E- NEWSLETTER IS RECEIVED BY MORE THAN 9,900 PEOPLE.Desc
Total Program Service Expenses$351,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARRY HUANPersonNm
Phone9493880313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 CALLE IGLESIAAddressLine1Txt
CitySAN CLEMENTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92672ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PAUL STRAUCH
DIRECTOR2.00Yes (X)$35,000$0$0
KEITH MAYNARD ESHELMAN
PRESIDENT/TR4.00Yes (X)$0$0$0Yes (X)
DENNY MICHAEL
SECRETARY4.00Yes (X)$0$0$0Yes (X)
ROBERT MARDAIN
DIRECTOR1.00Yes (X)$0$0$0
STEVE PEZMAN
DIRECTOR1.00Yes (X)$0$0$0
DICK METZ
DIRECTOR4.00Yes (X)$0$0$0
SPENCER CROUL
DIRECTOR2.00Yes (X)$0$0$0
GREG DILLION
DIRECTOR2.00Yes (X)$0$0$0
JEROME HALL
DIRECTOR1.00Yes (X)$0$0$0
JERICHO POPPLER
DIRECTOR1.00Yes (X)$0$0$0
PATTI PANNICIA
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$35,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$63,964MembershipDuesAmt
Fundraising$2,558FundraisingAmt
All Other Contributions$1,828,929AllOtherContributionsAmt
Noncash Contributions$1,379,911NoncashContributionsAmt
Total Contributions$1,895,451TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXHIBIT RENTAL$16,787$16,787
MUSEUM ADMISSIONS$6,762$6,762
CONCERT$2,090$2,090
MOVIE NIGHT$695$695
FieldValueIRS element (for citing)
Total Program Service Revenue$26,334TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$244TotalRevenueColumnAmt
Exclusion$244ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,298RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,298RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,298TotalRevenueColumnAmt
Related Or Exempt Func Income$9,298RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$673,910FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,558ContriRptFundraisingEventAmt
Fundraising Direct Expenses$604,205FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,705TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$704GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$704TotalRevenueColumnAmt
Related Or Exempt Func Income$704RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$39,974GrossSalesOfInventoryAmt
Cost Of Goods Sold$13,620CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,354TotalRevenueColumnAmt
Related Or Exempt Func Income$26,354RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE CLAIM$10,000$10,000
MISC INCOME$7,931$7,931
FieldValueIRS element (for citing)
Other Revenue Total$17,931OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,046,021TotalRevenueColumnAmt
Related Or Exempt Func Income$80,621RelatedOrExemptFuncIncomeAmt
Exclusion$244ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$35,000TotalAmt
Program Services$35,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$170,965TotalAmt
Program Services$108,759ProgramServicesAmt
Management And General$62,206ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,954TotalAmt
Program Services$4,423ProgramServicesAmt
Management And General$2,531ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,106TotalAmt
Program Services$11,517ProgramServicesAmt
Management And General$6,589ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$22,000TotalAmt
Management And General$22,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,850TotalAmt
Management And General$1,850ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,807TotalAmt
Program Services$3,176ProgramServicesAmt
Management And General$2,631ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,506TotalAmt
Program Services$19,506ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,493TotalAmt
Program Services$1,006ProgramServicesAmt
Management And General$6,487ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,941TotalAmt
Management And General$5,941ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$112,636TotalAmt
Program Services$112,636ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,005TotalAmt
Program Services$8,005ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,985TotalAmt
Program Services$5,402ProgramServicesAmt
Management And General$583ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,316TotalAmt
Program Services$16,316ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,154TotalAmt
Program Services$16,052ProgramServicesAmt
Management And General$4,102ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXHIBIT EXPENSES$9,403$9,403
BANK/MERCHANT FEES$9,037$9,037
DONOR RECOGNITION$1,639$1,639
ARCHIVIST MATERIALS$391$391

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$257TotalAmt
Program Services$85ProgramServicesAmt
Management And General$172ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$477,445TotalAmt
Program Services$351,677ProgramServicesAmt
Management And General$124,129ManagementAndGeneralAmt
Fundraising$1,639FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,565BOYAmt
EOY$94,798EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$173,571BOYAmt
EOY$300,768EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$27,663BOYAmt
EOY$25,480EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,584BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,955,488LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$102,930LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,872BOYAmt
EOY$1,852,558EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$578,000BOYAmt
EOY$300,193EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,065,953BOYAmt
EOY$2,105,146EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,875,208BOYAmt
EOY$4,678,943EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,698BOYAmt
EOY$15,888EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$235,969EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,000BOYAmt
EOY$12,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,698BOYAmt
EOY$263,857EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,846,510BOYAmt
EOY$4,347,483EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$67,603EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,846,510BOYAmt
EOY$4,415,086EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,875,208BOYAmt
EOY$4,678,943EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,568,576ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$692,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$464,470CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$342,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$980,893CurrentTaxYearMinus1YearAmt
Current Tax Year$531,420CurrentTaxYearAmt
Total$3,012,519TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,618CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$326,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,011CurrentTaxYearMinus1YearAmt
Current Tax Year$768,151CurrentTaxYearAmt
Total$1,508,584TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$805,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$533,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$668,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,213,904CurrentTaxYearMinus1YearAmt
Current Tax Year$1,299,571CurrentTaxYearAmt
Total$4,521,103TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$203,637CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$212,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$707,784CurrentTaxYearMinus1YearAmt
Current Tax Year$100,000CurrentTaxYearAmt
Total$1,323,770TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$359,804CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,012CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,380CurrentTaxYearMinus1YearAmt
Current Tax Year$79,004CurrentTaxYearAmt
Total$666,982TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$563,441CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$248,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$732,164CurrentTaxYearMinus1YearAmt
Current Tax Year$179,004CurrentTaxYearAmt
Total$1,990,752TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,530,351PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96CurrentTaxYearMinus1YearAmt
Current Tax Year$244CurrentTaxYearAmt
Total$850TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96CurrentTaxYearMinus1YearAmt
Current Tax Year$244CurrentTaxYearAmt
Total$850TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$805,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$533,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$669,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,214,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,299,815CurrentTaxYearAmt
Total$4,521,953TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.55960PublicSupportCY509Pct
Public Support PY5090.63160PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationDONATION OF BUILDING INTEREST 1,364,031ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$15,880RevenuesIncludedAmt
Assets Included$2,080,806AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$578,000BeginningYearBalanceAmt
Other Expenditures$578,000OtherExpendituresAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$578,000ContributionsAmt
End Year Balance$578,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$555,000OtherCostOrOtherBasisAmt
Book Value$555,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,295,000OtherCostOrOtherBasisAmt
Depreciation$15,219DepreciationAmt
Book Value$1,279,781BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,762OtherCostOrOtherBasisAmt
Depreciation$1,985DepreciationAmt
Book Value$17,777BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,512OtherCostOrOtherBasisAmt
Depreciation$61,512DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,214OtherCostOrOtherBasisAmt
Depreciation$24,214DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,852,558TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
PERMANENT COLLECTION - BOARDS$1,835,312
PERMANENT COLLECTION - MEMORABILIA$137,868
PERMANENT COLLECTION - ARTWORK$56,537
PERMANENT COLLECTION - LIBRARY$51,089
BOOK RIGHTS$12,340
PROVISIONAL COLLECTION$12,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,105,146TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED CONTRIBUTIONDesc
Amt$12,000Amt
FieldValueIRS element (for citing)
Total Liability$12,000TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART III, LINE 4FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MAITAINS AN EXTENSIVE COLLECTION OF SURF MEMORABILIA INCLUDING ART, SURF BOARDS, PHOTOGRAPHS, AND PUBLICATIONS. MAINTAINING THIS COLLECTION IS THE PRIMARY PURPOSE OF THE ORGANIZATION.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SURF AUCTIONEvent1Nm
Gross Receipts Event1$579,691GrossReceiptsEvent1Amt
Charitable Contri Event1$2,558CharitableContriEvent1Amt
Gross Revenue Event1$577,133GrossRevenueEvent1Amt
Rent Facility Costs Event1$89,721RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$393,076OtherDirectExpensesEvent1Amt
Event2LUAUEvent2Nm
Gross Receipts Event2$96,777GrossReceiptsEvent2Amt
Gross Revenue Event2$96,777GrossRevenueEvent2Amt
Rent Facility Costs Event2$75,849RentFacilityCostsEvent2Amt
Food And Beverage Event2$1,521FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$44,038OtherDirectExpensesEvent2Amt
Gross Receipts Total$676,468GrossReceiptsTotalAmt
Charitable Contributions Tot$2,558CharitableContributionsTotAmt
Gross Revenue Total Events$673,910GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$165,570RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,521FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$437,114OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$604,205DirectExpenseSummaryEventsAmt
Net Income Summary$69,705NetIncomeSummaryAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonSPENCER CROULPersonNm
Relationship With OrgDIRECTORRelationshipWithOrgTxt
Loan PurposePURCHASE OF BUILDINGLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$485,969OriginalPrincipalAmt
Balance Due$235,969BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$235,969TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonSPENCER CROULPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionDIRECTORRelationshipDescriptionTxt
Transaction$485,969TransactionAmt
TransactionPURCHASE OF BUILDINGTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,364,031NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSURFBOARDSDesc
Contribution9ContributionCnt
Noncash Contributions Rpt F990$15,880NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE OPERATIONS MANAGER REVIEWS FOR ANY POTENTIAL CONFLICTS AND REMINDS THE EMPLOYEES OF THE POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY COMPARABILITY DATA AND REVIEWED AND APPROVED BY THE INDEPENDENT BOARD.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY COMPARABILITY DATA AND REVIEWED AND APPROVED BY THE INDEPENDENT BOARD.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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