SURFING HERITAGE FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SURFING HERITAGE FOUNDATION (EIN 33-0934459)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349301033
- Schema version
- 2014v5.0
- 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 | 2015-08-11T17:45:06-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330639599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephens Reidinger & Beller LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Dove Street Suite 890 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330934459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Surfing Heritage Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURF | BusinessNameControlTxt |
| Phone | 9493880313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Calle Iglesia | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Mardian | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9493880313 | PhoneNum |
| Signature | 2015-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Stephens | PreparerPersonNm |
| PTIN | P00339728 | PTIN |
| Phone | 9497527400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Mardian | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Calle Iglesia | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $637,601 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.surfingheritage.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Preserve the history of surfing and surfing memorabilia for public education and appreciation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $342,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $402,893 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,718 | PYInvestmentIncomeAmt |
| CY Investment Income | $96 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,466 | PYOtherRevenueAmt |
| CY Other Revenue | $108,280 | CYOtherRevenueAmt |
| PY Total Revenue | $479,989 | PYTotalRevenueAmt |
| CY Total Revenue | $511,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $242,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $261,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,885 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $225,350 | PYOtherExpensesAmt |
| CY Other Expenses | $226,474 | CYOtherExpensesAmt |
| PY Total Expenses | $468,102 | PYTotalExpensesAmt |
| CY Total Expenses | $488,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,887 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,283,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,297,208 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,698 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,245,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,268,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Surfing Heritage Foundation is dedicated to preserving the history of surfing. We collect, preserve and document surf craft, print, photos, oral histories, art, cinematogtraphy and surfing memorabelia for the appreciation and education of current and future generations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $365,131 | ExpenseAmt |
| Revenue | $511,269 | RevenueAmt |
| Desc | Surfing Heritage has a temporary exhibition area where we rotate 4 different exhibits related to surf culture every year. As Surfing Heritage has members that receive free admission and is open to the public, we like to keep the interest of our followers by changing the rotating surf culture exhibit quarterly. Our public outreach included several events such as book signings, lectures, and movie premieres. The famed Endless Summer Collection was acquired by SHACC and put on exhibit at Surf Expo, Orlando, FL, and also at SHACC major fundraiser celebrating the 50th anniversary of the iconic surfing film and most watched documentary film of all-time, The Endless Summer, on May 3, 2014. We continue our efforts to build and maintain an archive of the history of the sport and culture of wave riding as recorded by photography and oral histories. Surfing Heritage provides hosted and individual tours of extensive historic surfboard archive and photo collection to students and surfing enthusiasts. This committee develops curriculum for the educational community in California and beyond. Surfing Heritage is becoming the "go to resource" by other museums and institutions when looking for photos, surfboards and other historic surf culture items for their own exhibits. We are curating a collection of historic surfboards that will be inducted into the Smithsonian Museum later this year along with items associated with the Endless Summer. Surfing Heritage uses new social and business media as part of its outreach program. Last year we had over 90,000 visits to our website, over 1,300 followers on Twitter, Facebook page reaches nearly 7,000 per month, surf channel has close to 5,000 viewers per month. Our monthly e-newsletter is received by more than 9,000 people. | Desc |
| Total Program Service Expenses | $365,131 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry Haun Operations Mgr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9493880313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Calle Iglesia | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Robert Mardian | ||||||
| President | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steve Pezman | ||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dick Metz | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Spencer Croul | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Strauch | ||||||
| Director | 40.00 | Yes (X) | $60,000 | $0 | $0 | |
| Greg Dillion | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Bass | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Griffiths | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Keith Maynard Eshelman | ||||||
| Treasurer | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steve Blank | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerome Hall | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Denny Michael | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Jericho Poppler | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $60,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $402,893 | AllOtherContributionsAmt |
| Noncash Contributions | $25,850 | NoncashContributionsAmt |
| Total Contributions | $402,893 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96 | TotalRevenueColumnAmt |
| Exclusion | $96 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $188,083 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $104,338 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,745 | TotalRevenueColumnAmt |
| Exclusion | $83,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,929 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $21,994 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,935 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,600 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,600 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,841 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,752 | TotalAmt |
| Program Services | $120,564 | ProgramServicesAmt |
| Management And General | $36,113 | ManagementAndGeneralAmt |
| Fundraising | $24,075 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,944 | TotalAmt |
| Program Services | $15,708 | ProgramServicesAmt |
| Management And General | $3,142 | ManagementAndGeneralAmt |
| Fundraising | $2,094 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400 | TotalAmt |
| Management And General | $1,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,410 | TotalAmt |
| Program Services | $11,705 | ProgramServicesAmt |
| Management And General | $11,705 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,513 | TotalAmt |
| Program Services | $2,931 | ProgramServicesAmt |
| Management And General | $977 | ManagementAndGeneralAmt |
| Fundraising | $2,605 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,048 | TotalAmt |
| Program Services | $3,524 | ProgramServicesAmt |
| Management And General | $3,524 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,182 | TotalAmt |
| Program Services | $8,655 | ProgramServicesAmt |
| Management And General | $1,527 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,400 | TotalAmt |
| Program Services | $84,389 | ProgramServicesAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
| Fundraising | $4,111 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,563 | TotalAmt |
| Program Services | $3,029 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283 | TotalAmt |
| Management And General | $1,283 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,317 | TotalAmt |
| Program Services | $4,519 | ProgramServicesAmt |
| Management And General | $798 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,821 | TotalAmt |
| Program Services | $18,548 | ProgramServicesAmt |
| Management And General | $3,273 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Telephone & utilities | $17,908 | $15,222 | $2,686 |
| Bank & credit card char | $8,869 | $8,869 | |
| Exhibit/Archive | $6,355 | $5,402 | $953 |
| Website | $4,508 | $4,508 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,897 | TotalAmt |
| Program Services | $6,427 | ProgramServicesAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,170 | TotalAmt |
| Program Services | $365,131 | ProgramServicesAmt |
| Management And General | $88,154 | ManagementAndGeneralAmt |
| Fundraising | $34,885 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,794 | BOYAmt |
| EOY | $9,565 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,707 | BOYAmt |
| EOY | $173,571 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,254 | BOYAmt |
| EOY | $27,663 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,950 | BOYAmt |
| EOY | $1,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,613 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,189 | BOYAmt |
| EOY | $18,872 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,353 | BOYAmt |
| EOY | $2,065,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,247 | BOYAmt |
| EOY | $2,297,208 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,836 | BOYAmt |
| EOY | $16,698 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000 | BOYAmt |
| EOY | $12,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,836 | BOYAmt |
| EOY | $28,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,245,411 | BOYAmt |
| EOY | $2,268,510 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,245,411 | BOYAmt |
| EOY | $2,268,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,247 | BOYAmt |
| EOY | $2,297,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,099 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $463,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $464,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $342,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,893 | CurrentTaxYearAmt |
| Total | $2,366,827 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,011 | CurrentTaxYearAmt |
| Total | $921,927 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $645,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $533,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $668,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,904 | CurrentTaxYearAmt |
| Total | $3,288,754 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,784 | CurrentTaxYearAmt |
| Total | $845,770 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,784 | CurrentTaxYearAmt |
| Total | $845,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,442,984 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96 | CurrentTaxYearAmt |
| Total | $1,250 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96 | CurrentTaxYearAmt |
| Total | $1,250 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $6,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,600 | CurrentTaxYearAmt |
| Total | $25,019 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $662,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $669,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,600 | CurrentTaxYearAmt |
| Total | $3,315,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.71360 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,478 | DepreciationAmt |
| Book Value | $18,284 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,135 | DepreciationAmt |
| Book Value | $588 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,872 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Book rights | $12,340 |
| Permanent Collection - Artwork | $56,537 |
| Permanent Collection - Boards | $1,796,119 |
| Permanent Collection - Library | $51,089 |
| Permanent Collection - Memorabilia | $137,868 |
| Provisional Collection | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,065,953 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred contribution | Desc |
| Amt | $12,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,000 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ES Bruce Brown Celebration | Event1Nm |
| Gross Receipts Event1 | $177,753 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $177,753 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $98,051 | OtherDirectExpensesEvent1Amt |
| Event2 | Movie night | Event2Nm |
| Gross Receipts Event2 | $7,065 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,065 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $191 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,265 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $3,265 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,096 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $188,083 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $188,083 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $104,338 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $104,338 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $83,745 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spencer Croul | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board director | RelationshipDescriptionTxt |
| Transaction | $98,400 | TransactionAmt |
| Transaction | Rental of building | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Surfboards | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is completed by an independent CPA firm and reviewed by the Foundation's bookkeeper and the president of the board. |
| Form 990, Part VI, Section B, line 12c | The Operations Manager reviews for any potential conflicts and reminds the employees of the policy. |
| Form 990, Part VI, Section B, line 15 | Compensation for the Executive Director and other key employees is determined by comparability data and reveiwed and approved by the independent board. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financial statements are avaliable upon request. |
Comments