BETA

SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-05
IRS object ID
201621269349201602
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)
Return2016-05-05T16:34:35-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Levy & Hartzheim LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237087913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Santa Maria Valley Historical SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8059223130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1616 South BroadwayAddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael FarrisPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2016-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresssantamariahistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$63,573GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$31,461ContributionsGiftsGrantsEtcAmt
Investment Income$4,141InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$2,266FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,820SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$446SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$14,630GrossSalesOfInventoryAmt
Cost Of Goods Sold$9,120CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$5,510GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$11,075OtherRevenueTotalAmt
Total Revenue$52,633TotalRevenueAmt
Salaries Other Comp Empl Bnft$33,073SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,200FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,176PrintingPublicationsPostageAmt
Other Expenses Total$15,863OtherExpensesTotalAmt
Total Expenses$52,312TotalExpensesAmt
Excess Or Deficit For Year$321ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$129,502NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$129,823NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$115,573BOYAmt
EOY$117,122EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$15,260BOYAmt
EOY$14,251EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$130,833BOYAmt
EOY$131,373EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,331BOYAmt
EOY$1,550EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$129,502BOYAmt
EOY$129,823EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo 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

FieldValueIRS element (for citing)
Description Program Srvc AccomTo 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$52,312GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$52,312TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President0$0
Jim Zemaitis
Past Pres0$0
Dave Cross
1st VP0$0
Joe Johnson
2nd VP0$0
Pam Paxton
Secretary0$0
Michael Farris
Treasurer0$0
Jim Enos
Comm Officer0$0
Edward Hazard
Member0$0
Deloris Martini
Member0$0
JoAnn McBride
Member0$0
Cheryl Morris
Member0$0
Manning Semiatin
Member0$0
Myrna Winters
Member0$0
Monica Wright
Member0$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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMoss Levy Hartzheim LLPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Phone8059252579PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,624CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,671CurrentTaxYearMinus1YearAmt
Current Tax Year$59,432CurrentTaxYearAmt
Total$236,228TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,624CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,671CurrentTaxYearMinus1YearAmt
Current Tax Year$59,432CurrentTaxYearAmt
Total$236,228TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$236,228PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,162CurrentTaxYearMinus1YearAmt
Current Tax Year$4,141CurrentTaxYearAmt
Total$12,223TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$248,451TotalSupportAmt
Public Support CY1700.95080PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Book Royalties $10938
Other Revenue.2Miscellaneous $137
Other Expenses.1001Advertising and Promotion $3763
Other Expenses.1002Office Expenses $592
Other Expenses.1004Royalties $136
Other Expenses.1005Travel $68
Other Expenses.1009Depreciation $1009
Other Expenses.1012Insurance $986
Other Expenses.1Utilities $2586
Other Expenses.2Supplies $1869
Other Expenses.3Telephone $1791
Other Expenses.4Janitorial $1200
Other Expenses.5WORKMENS COMP $1047
Other Expenses.7SECURITY $360
Other Expenses.8MAINTENANCE $238
Other Expenses.10Bank Charges $101
Other Expenses.11GIFTS $45
Other Expenses.12Memberships and dues $35
Other Expenses.13Tax and licenses $27
Other Expenses.14Cash over/short $10
Other Assets.1002Furniture and Fixtures - Beginning $12597 Furniture and Fixtures - Ending $12033
Other Assets.1003Machinery and Equipment - Beginning $2663 Machinery and Equipment - Ending $2218
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $1331 Accounts Payable and Accrued Expenses - Ending $1550

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.