COACHELLA VALLEY HISTORICAL SOCIETY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
COACHELLA VALLEY HISTORICAL SOCIETY (EIN 23-7153390)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-12
IRS object ID
201542249349302579
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)
Return2015-08-12T13:04:37-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1B & H ACCOUNTING GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line178401 HIGHWAY 111 STE GAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP922532066ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237153390EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COACHELLA VALLEY HISTORICAL SOCIETYINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOACBusinessNameControlTxt
Phone7603426651PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line182-616 MILES AVENUEAddressLine1Txt
CityINDIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN HAWKESWORTHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN R HERNANDEZPreparerPersonNm
PTINP00641875PTIN
Phone7605640680PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN HAWKESWORTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line182-616 MILES AVENUEAddressLine1Txt
CityINDIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$154,622GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.coachellavalleymuseum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1965FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PRESERVE, INTERPRET, AND SHARE THE ARTIFACTS THAT CREATE A DIALOGUE ABOUT THE EVOLVING HISTORY OF THE COACHELLA VALLEY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$36,620PYContributionsGrantsAmt
CY Contributions Grants$64,488CYContributionsGrantsAmt
PY Program Service Revenue$18,115PYProgramServiceRevenueAmt
CY Program Service Revenue$14,367CYProgramServiceRevenueAmt
PY Investment Income$13,518PYInvestmentIncomeAmt
CY Investment Income$13,162CYInvestmentIncomeAmt
PY Other Revenue$23,399PYOtherRevenueAmt
CY Other Revenue$44,429CYOtherRevenueAmt
PY Total Revenue$91,652PYTotalRevenueAmt
CY Total Revenue$136,446CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$36,365PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$29,091CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$105,341PYOtherExpensesAmt
CY Other Expenses$98,595CYOtherExpensesAmt
PY Total Expenses$141,706PYTotalExpensesAmt
CY Total Expenses$127,686CYTotalExpensesAmt
PY Revenues Less Expenses-$50,054PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,760CYRevenuesLessExpensesAmt
Total Assets BOY$992,640TotalAssetsBOYAmt
Total Assets EOY$1,000,891TotalAssetsEOYAmt
Total Liabilities BOY$85,087TotalLiabilitiesBOYAmt
Total Liabilities EOY$73,229TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$907,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$927,662NetAssetsOrFundBalancesEOYAmt
MissionTO PRESERVE, INTERPRET, AND SHARE THE ARTIFACTS THAT CREATE A DIALOGUE ABOUT THE EVOLVING HISTORY OF THE COACHELLA VALLEY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$91,704ExpenseAmt
Revenue$71,958RevenueAmt
DescMAINTENANCE OF THE MUSEUM OF HISTORICAL ARTIFACTS FOR PURPOSES OF PROVIDING INFORMATION TO THE GENERAL PUBLIC, PUBLIC EXHIBITION, SCHOLARLY RESEARCH, AND FOR THE PRESERVATION FOR FUTURE GENERATIONS.Desc
Total Program Service Expenses$91,704TotalProgramServiceExpensesAmt
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 SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
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
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
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 PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANICE WOODSIDEPersonNm
Phone7603426651PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line182616 MILES AVENUEAddressLine1Txt
CityINDIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92201ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CAROLYN DANIELS
BOARD MEMBER4.500.00Yes (X)$0$0$0
KAREN HAWKESWORTH
President10.500.00Yes (X)$0$0$0Yes (X)
MAUREEN BOREN
Secretary6.000.00Yes (X)$0$0$0Yes (X)
GLORIA FRANZ
2ND VICE PRES10.500.00Yes (X)$0$0$0Yes (X)
BENJAMIN GUITRON
BOARD MEMBER1.500.00Yes (X)$0$0$0
DOUG HOLMES
BOARD MEMBER3.500.00Yes (X)$0$0$0
SUE KARR
1ST VICE PRES30.000.00Yes (X)$0$0$0Yes (X)
HUGH MASON
BOARD MEMBER2.500.00Yes (X)$0$0$0
PRISCILLA PORTER EDD
BOARD MEMBER10.000.00Yes (X)$0$0$0
ELLEN LLOYD TROVER
Treasurer10.000.00Yes (X)$0$0$0Yes (X)
DIANA KITAGAWA
BOARD MEMBER3.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$11,810MembershipDuesAmt
Government Grants$13,958GovernmentGrantsAmt
All Other Contributions$38,720AllOtherContributionsAmt
Total Contributions$64,488TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION900099$3,648$3,648
ASES900099$675$675
JR. HISTORIANS900099$3,522$3,522
YOUNG-AT-ART900099$6,522$6,522
FieldValueIRS element (for citing)
Total Program Service Revenue$14,367TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,162TotalRevenueColumnAmt
Related Or Exempt Func Income$13,162RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$45,316FundraisingGrossIncomeAmt
Fundraising Direct Expenses$16,370FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,946TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,737GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,806CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,931TotalRevenueColumnAmt
Related Or Exempt Func Income$4,931RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Facility Rental900099$10,407$10,407
Miscellaneous Revenue900099$145$145
FieldValueIRS element (for citing)
Other Revenue Total$10,552OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,446TotalRevenueColumnAmt
Related Or Exempt Func Income$43,012RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$26,497TotalAmt
Program Services$15,898ProgramServicesAmt
Management And General$10,599ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,594TotalAmt
Program Services$1,556ProgramServicesAmt
Management And General$1,038ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$54TotalAmt
Program Services$54ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,300TotalAmt
Management And General$1,300ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,885TotalAmt
Program Services$5,885ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$577TotalAmt
Program Services$404ProgramServicesAmt
Management And General$173ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,972TotalAmt
Program Services$5,140ProgramServicesAmt
Management And General$3,832ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$430TotalAmt
Management And General$430ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,173TotalAmt
Program Services$5,021ProgramServicesAmt
Management And General$2,152ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,470TotalAmt
Program Services$17,274ProgramServicesAmt
Management And General$7,196ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,342TotalAmt
Program Services$9,907ProgramServicesAmt
Management And General$4,435ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CULTURAL ARTS$11,779$11,779
Printing and Publications$9,690$7,977$1,713
COLLECTIONS & EXHIBITS$7,768$7,768
PAYROLL PROCESSING FEES$2,125$2,125

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,030TotalAmt
Program Services$3,041ProgramServicesAmt
Management And General$989ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$127,686TotalAmt
Program Services$91,704ProgramServicesAmt
Management And General$35,982ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,693BOYAmt
EOY$38,064EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$179,697BOYAmt
EOY$220,996EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,698BOYAmt
EOY$9,698EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$771,781LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$439,087LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$357,164BOYAmt
EOY$332,694EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$427,637BOYAmt
EOY$397,688EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,751BOYAmt
EOY$1,751EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$992,640BOYAmt
EOY$1,000,891EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$85,087BOYAmt
EOY$73,229EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$85,087BOYAmt
EOY$73,229EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$205,763BOYAmt
EOY$227,520EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,040BOYAmt
EOY$68,392EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$631,750BOYAmt
EOY$631,750EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$907,553BOYAmt
EOY$927,662EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$992,640BOYAmt
EOY$1,000,891EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,760ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$11,349OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$29,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$167,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,620CurrentTaxYearMinus1YearAmt
Current Tax Year$76,298CurrentTaxYearAmt
Total$376,573TotalAmt

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$29,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$167,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,620CurrentTaxYearMinus1YearAmt
Current Tax Year$76,298CurrentTaxYearAmt
Total$376,573TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$376,573PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,627CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,901CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,518CurrentTaxYearMinus1YearAmt
Current Tax Year$14,367CurrentTaxYearAmt
Total$90,137TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,402CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,382CurrentTaxYearMinus1YearAmt
Current Tax Year$10,552CurrentTaxYearAmt
Total$29,336TotalAmt
FieldValueIRS element (for citing)
Total Support$496,046TotalSupportAmt
Public Support CY1700.75910PublicSupportCY170Pct
Public Support PY1700.72080PublicSupportPY170Pct
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$676,516BeginningYearBalanceAmt
End Year Balance$676,516EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$696,279BeginningYearBalanceAmt
Contributions$3,357ContributionsAmt
Other Expenditures$23,120OtherExpendituresAmt
End Year Balance$676,516EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$695,738BeginningYearBalanceAmt
Contributions$1,825ContributionsAmt
Other Expenditures$1,284OtherExpendituresAmt
End Year Balance$696,279EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$695,436BeginningYearBalanceAmt
Contributions$14,813ContributionsAmt
Other Expenditures$14,511OtherExpendituresAmt
End Year Balance$695,738EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$698,113BeginningYearBalanceAmt
Contributions$581ContributionsAmt
Other Expenditures$3,258OtherExpendituresAmt
End Year Balance$695,436EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$89,900OtherCostOrOtherBasisAmt
Book Value$89,900BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$168,920OtherCostOrOtherBasisAmt
Depreciation$123,676DepreciationAmt
Book Value$45,244BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$446,440OtherCostOrOtherBasisAmt
Depreciation$251,108DepreciationAmt
Book Value$195,332BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,003OtherCostOrOtherBasisAmt
Depreciation$9,060DepreciationAmt
Book Value$943BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,518OtherCostOrOtherBasisAmt
Depreciation$55,243DepreciationAmt
Book Value$1,275BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$332,694TotalBookValueLandBuildingsAmt
Total Book Value Securities$397,688TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO LOWERY FUNDDesc
Amt$73,229Amt
FieldValueIRS element (for citing)
Total Liability$73,229TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, oTHE MUSEUM INCLUDES VARIOUS COLLECTIONS OF HISTORICAL SIGNIFICANCE CUSTOMARY IN HISTORICAL MUSEUMS. THE MUSEUM RECEIVES DONATIONS FROM THE PUBLIC AND PROGRAM REVENUE THROUGH MEMBERSHIPS. THIS ENABLES THE MUSEUM TO CARRY OUT ITS EXEMPT PURPOSE.
Part V, Line 4: Intended uses of the endowment fund.LOWERY FUND - ONLY INTEREST EARNED ON INVESTMENT OF FUND MONIES ARE USED TO COVER GENERAL OPERATIONS OF MUSEUM BUSINESS.JAPANESE GARDEN FUND - MONIES ARE USED TO COVER MAINTENANCE AND UPKEEP OF JAPANESE GARDEN LOCATED ON MUSEUM GROUNDS.GIESSLER ROSE GARDEN - MONIES ARE USED TO COVER MAINTENANCE AND UPKEEP OF GARDENS LOCATED ON MUSEUM GROUNDS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DAY OF THE DEADEvent1Nm
Gross Receipts Event1$25,616GrossReceiptsEvent1Amt
Gross Revenue Event1$25,616GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,821OtherDirectExpensesEvent1Amt
Event2HERITAGE DAYEvent2Nm
Gross Receipts Event2$6,024GrossReceiptsEvent2Amt
Gross Revenue Event2$6,024GrossRevenueEvent2Amt
Entertainment Event2$1,600EntertainmentEvent2Amt
Other Direct Expenses Event2$3,698OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$5,145GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,145GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$776OthDirectExpnssOtherEventsAmt
Gross Receipts Total$36,785GrossReceiptsTotalAmt
Gross Revenue Total Events$36,785GrossRevenueTotalEventsAmt
Entertainment Total Events$1,600EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$10,295OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,895DirectExpenseSummaryEventsAmt
Net Income Summary$24,890NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessA DRAFT TAX RETURN IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW. ONCE TRUSTEES APPROVE RETURN, A FINALIZED RETURN IS PROCESSED, SIGNED, AND SUBMITTED.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE MUSEUM ADOPTED A CONFLICT OF INTEREST POLICY IN DECEMBER 2013. ALSO, TRUSTEES WERE ASKED TO SIGN AN ACKNOWLEDGEMENT OF THE POLICY.
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionA COPY OF THE 990 TAX RETURN IS ALSO AVAILABLE THROUGH THE CALIFORNIA ATTORNEY GENERAL'S OFFICIAL WEBSITE.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableMUSEUM WILL MAKE AVAILABLE, ALL NECESSARY DOCUMENTATION AND STATEMENTS, TO THE PUBLIC UPON WRITTEN REQUEST. ADDITIONALLY, COPIES OF ALL GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE REGISTRY OF CHARITIES ON THE CALIFORNIA ATTORNEY GENERAL'S WEBSITE.
Other Changes In Net Assets Or Fund Balances - Other IncreasesAdjustment to Net Assets to reconcile balance = $11349

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