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NAPA COUNTY HISTORICAL SOCIETY: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NAPA COUNTY HISTORICAL SOCIETY (EIN 94-2690901)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-10-08
IRS object ID
201532819349200633
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

FieldValueIRS element (for citing)
Return2015-10-08T16:34:04-05:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942750955PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UBOLDI HEINKE & VELLADAO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1563 JEFFERSON STAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94559ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942690901EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAPA COUNTY HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAPABusinessNameControlTxt
Phone7072241739PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 FIRST STREETAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY LEVENBERGPersonNm
Person TitleEXEC DIRECTORPersonTitleTxt
Phone7072241739PhoneNum
Signature2015-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J UBOLDIPreparerPersonNm
PTINP00294960PTIN
Phone7072529225PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHTTP://WWW.NAPAHISTORY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$140,286GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$60,936ContributionsGiftsGrantsEtcAmt
Program Service Revenue$9,976ProgramServiceRevenueAmt
Membership Dues$11,335MembershipDuesAmt
Investment Income$54,410InvestmentIncomeAmt
Gross Sales Of Inventory$3,629GrossSalesOfInventoryAmt
Gross Profit Loss Sls Of Invntry$3,629GrossProfitLossSlsOfInvntryAmt
Total Revenue$140,286TotalRevenueAmt
Salaries Other Comp Empl Bnft$76,227SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$10,924FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$15,313OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,250PrintingPublicationsPostageAmt
Other Expenses Total$47,796OtherExpensesTotalAmt
Total Expenses$152,510TotalExpensesAmt
Excess Or Deficit For Year-$12,224ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$318,422NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$306,198NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$8,713BOYAmt
EOY$25,946EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$102,861BOYAmt
EOY$138,910EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$206,913BOYAmt
EOY$141,364EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$318,487BOYAmt
EOY$306,220EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65BOYAmt
EOY$22EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$318,422BOYAmt
EOY$306,198EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE NAPA COUNTY HISTORICAL SOCIETY IS A NON-PROFIT, PRIVATELY FUNDED 501 (C) 3 RESEARCH ARCHIVAL AND EDUCATIONAL ORGANIZATION DEDICATED TO THE DISCOVERY, PRESERVATION AND PRESENTATION OF THE PEOPLE AND HISTORY OF THE NAPA COUNTY AND ITS PLACE IN CALIFORNIA HISTORY. OUR PURPOSE IS TO KEEP HISTORY ALIVE THROUGH HISTORICAL RESEARCH, PUBLICATIONS AND EDUCATIONAL ACTIVITIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE ORGANIZATION CONDUCTED A HISTORIC WINERIES TOUR.$0$433
THE ORGANIZATION MAINTAINS A MUSEUM.$0$0
THE ORGANIZATION INCREASED THE NUMBER OF RESEARCH REQUESTS AND FULFILLED TO 6429.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$433TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN HOLT
PRESIDENT1.00$0$0$0
FELICIA SHINNAMON
VICE PRESIDENT1.00$0$0$0
ROBIN HART
TREASURER1.00$0$0$0
NANCY MCENERY
SECRETARY1.00$0$0$0
RACHEL ORLINS BERGMAN
DIRECTOR1.00$0$0$0
CONOR MASSEY
DIRECTOR1.00$0$0$0
BETTY BORTZ
DIRECTOR1.00$0$0$0
SHARON LAMPTON
DIRECTOR1.00$0$0$0
KEETA DESTEFANO LEWIS
DIRECTOR1.00$0$0$0
LINDSEY POGUE
DIRECTOR1.00$0$0$0
SCOTT SEDGLEY
DIRECTOR1.00$0$0$0
DON WINTER
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBIN HARTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 FIRST STREETAddressLine1Txt
CityNAPACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94559ZIPCd
FieldValueIRS element (for citing)
Phone7072241739PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$50,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,794CurrentTaxYearMinus1YearAmt
Current Tax Year$72,271CurrentTaxYearAmt
Total$248,800TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,794CurrentTaxYearMinus1YearAmt
Current Tax Year$72,271CurrentTaxYearAmt
Total$248,800TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$248,800PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,475CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,470CurrentTaxYearMinus1YearAmt
Current Tax Year$49,910CurrentTaxYearAmt
Total$329,381TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,211CurrentTaxYearMinus4YearsAmt
Total$6,211TotalAmt
FieldValueIRS element (for citing)
Total Support$584,392TotalSupportAmt
Gross Receipts Rltd Activities$106,611GrossReceiptsRltdActivitiesAmt
Public Support CY1700.42570PublicSupportCY170Pct
Public Support PY1700.38020PublicSupportPY170Pct
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 (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - RENTAL INCOMEKIND AND LOCATION OF PROPERTY: COMMERICAL BUILDING - 1219 FIRST ST. AMOUNT: 4,500. KIND AND LOCATION OF PROPERTY: 1220-1228 RANDOLPH ST. AMOUNT: 38,175. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 42,675..
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 10,078. DESCRIPTION: OTHER INTEREST/DIVIDENT INCOME. AMOUNT: 1,654. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 11,735.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 3,629. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 3,629.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 9,458. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,855. TOTAL TO FORM 990-EZ, LINE 14: 15,313.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEES. AMOUNT: 2,167. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,685. DESCRIPTION: WORKERS COMP. AMOUNT: 2,257. DESCRIPTION: MARKETING. AMOUNT: 3,892. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,027. DESCRIPTION: PERMITS AND LICENSE. AMOUNT: 397. DESCRIPTION: COMPUTERS EQUIPMENT/IT. AMOUNT: 105. DESCRIPTION: VOLUNTEER EXPENSE. AMOUNT: 363. DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,286. DESCRIPTION: EMPLOYEE BENEFIT. AMOUNT: 1,451. DESCRIPTION: REPAIRS AND MAINTENCE. AMOUNT: 35. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,920. DESCRIPTION: PROPERTY TAXES. AMOUNT: 3,675. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 7,320. DESCRIPTION: JANATORIAL. AMOUNT: 1,675. DESCRIPTION: SECURITY. AMOUNT: 754. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 1. DESCRIPTION: HOUSE & BUSINESS HISTORIES. AMOUNT: 356. DESCRIPTION: INSURANCE. AMOUNT: 2,780. DESCRIPTION: PROPERTY TAXES. AMOUNT: 10. DESCRIPTION: PROPERTY MANANGEMENT FEE. AMOUNT: 2,795. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 5,845. TOTAL TO FORM 990-EZ, LINE 16: 47,796.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: C SCHWAB SECURITIES ACCOUNT. BEG. OF YEAR AMOUNT: 161,039. END OF YEAR AMOUNT: 140,997. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 45,874. END OF YEAR AMOUNT: 367.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: OTHER PAYABLE. BEG. OF YEAR AMOUNT: 65. END OF YEAR AMOUNT: 22.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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