LA PLATA COUNTY HISTORICAL SOCIETY INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LA PLATA COUNTY HISTORICAL SOCIETY INC (EIN 84-0922530)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-02-13
- IRS object ID
- 201420449349200402
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T07:24:15-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840628988 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCPHERSON BREYFOGLE DAVELINE & GOODRICH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 N MAIN ST SUITE 740 | AddressLine1 |
| City | PUEBLO | City |
| State | CO | State |
| ZIP Code | 810033131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840922530 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA PLATA COUNTY HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAPL | NameControl |
| Phone | 9702592402 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3384 | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 813023384 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY MCKENZIE | Name |
| Title | PRESIDENT | Title |
| Phone | 9702592402 | Phone |
| Date Signed | 2014-02-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY A DAVELINE | Name |
| PTIN | P00520241 | PTIN |
| Phone | 7195430516 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.ANIMASMUSEUM.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 128450 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 83516 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 7812 | ProgramServiceRevenue |
| Membership Dues | 11379 | MembershipDues |
| Fundraising Gross Income | 12522 | FundraisingGrossIncome |
| Special Events Direct Expenses | 42 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 12480 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 4031 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2003 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 2028 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 9190 | OtherRevenueTotal |
| Total Revenue | 126405 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 62902 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1406 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 13465 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 7784 | PrintingPublicationsPostage |
| Other Expenses Total | 22433 | OtherExpensesTotal |
| Total Expenses | 107990 | TotalExpenses |
| Excess Or Deficit For Year | 18415 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 230973 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -2171 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 247217 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35068 | BOY |
| EOY | 25988 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8125 | BOY |
| EOY | 8125 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225577 | BOY |
| EOY | 217241 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268770 | BOY |
| EOY | 251354 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37797 | BOY |
| EOY | 4137 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230973 | BOY |
| EOY | 247217 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | LA PLATA COUNTY HISTORICAL SOCIETY (THE SOCIETY) IS THE AREA SOURCE FOR LOCAL HISTORY. IT IS THE KEEPER OF THE COMMUNITY'S CORE PERSONALITY AND CHARACTER,THE PURVEYOR, INTERPRETER, AND ADVOCATE FOR ALL ASPECTS OF LA PLATA COUNTY'S INDIVIDUAL, CULTURAL AND COMMUNITY HISTORY FROM PRE-HISTORIC TO MODERN TIMES | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE SOCIETY OWNS THE ONLY MUSEUM DEDICATED TO THE HISTORY OF THE ENTIRE COUNTY BY TELLING THE STORIES OF NATIVE PEOPLES, EUROPEAN, HISPANIC AND AMERICAN IMMIGRANTS, THE DEVELOPMENT OF INDIGENOUS AND NEW ECONOMIES, THE EVOLUTION OF THE COUNTY AND OTHER IMPORTANT ASPECTS OF THIS REGION IN THE ROCKY MOUNTAINS. THE SOCIETY COLLABORATES WITH LOCAL AND REGIONAL MUSEUMS, SHARING RESOURCES, RESEARCH DATA, STAFF EXPERTISE, AND VOLUNTEER SUPPORT. THE MUSEUM PROVIDES A MEETING SPACE FOR ORGANIZATIONS THAT SHARE AN INTEREST IN HISTORY AND SPECIALLY TAILORED PROGRAMS FOR GROUPS INTERESTED IN LEARNING MORE ABOUT LOCAL HISTORY AS WELL EXTENSIVE EDUCATIONAL OPPORTUNITIES FOR CHILDREN.THE MUSEUM, LISTED ON THE DURANGO REGISTER OF HISTORIC PLACES IN 1991, WELCOMES OVER 5,000 VISITORS PER YEAR. THE WEBSITE "WWW.ANIMASMUSEUM.ORG" RECEIVES MORE THAN 9,000 HITS PER MONTH, PROVIDING ACCESS TO HISTORICAL RESOURCES AS WELL AS LINKS TO OTHER HISTORICAL ORGANIZATIONS AND RESOURCES - A VALUABLE AND UNIQUE RESEARCH TOOL. THE HISTORICAL RESEARCH MATERIALS AVAILABLE AT THE MUSEUM ARE AVAILABLE NOWHERE ELSE. THE SOCIETY'S VAST COLLECTION OF HISTORIC IMAGES IS AVAILABLE TO RESEARCHERS AND THE PUBLIC | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 141270 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 141270 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| KATHY MCKENZIE | ||||
| PRESIDENT | 10.00 | 0 | 0 | 0 |
| RANI HOLT | ||||
| VICE PRESIDENT | 10.00 | 0 | 0 | 0 |
| GUY KIENE | ||||
| TREASURER/SECRETARY | 10.00 | 0 | 0 | 0 |
| BRUCE SPINING | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARILEE WHITE | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JEFF JOHNSON | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHARLES DIFERDINANDO | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JENNIFER STOLLMAN | ||||
| DIRECTOR | 10.00 | 0 | 0 | 0 |
| CAROLYN BOWRA | ||||
| E.D. MUSEUM DIRECTOR | 40.00 | 16000 | 0 | 0 |
| CHERYL BRYANT | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| DUANE SMITH EMERITUS | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3065 W 2ND AVENUE | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 813023384 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9702592402 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 162876 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83516 | CurrentTaxYear |
| Total | 454202 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 162876 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83516 | CurrentTaxYear |
| Total | 454202 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 454202 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1715 | CurrentTaxYear |
| Total | 7067 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9190 | CurrentTaxYear |
| Total | 55895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 517164 | TotalSupport |
| Public Support Pertcentage170 | 0.87830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INCOME FROM SALES OF INVENTORY | FORM 990-EZ, PART I, LINE 7 | INCOME: GROSS RECEIPTS: 4031. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2003. GROSS PROFIT: 2028. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 2003. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 2003. |
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: ADVERTISING. AMOUNT: 2500. DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1715. DESCRIPTION: OTHER. AMOUNT: 4975. TOTAL TO FORM 990-EZ, LINE 8: 9190. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: ACCOUNTING. AMOUNT: 6846. DESCRIPTION: ADVERTISING. AMOUNT: 2192. DESCRIPTION: EXHIBITS,BOOKS, OTHER. AMOUNT: 1366. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3410. DESCRIPTION: DEPRECIATION. AMOUNT: 8619. TOTAL TO FORM 990-EZ, LINE 16: 22433. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: CHANGE IN BENEFIIAL INTEREST IN ASSETS. AMOUNT: -2171. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: BENEFICIAL INTERST - COMMUNITY FOUNDATION. BEG. OF YEAR AMOUNT: 58294. END OF YEAR AMOUNT: 56123. DESCRIPTION: FURNITURE AND FIXTURES. BEG. OF YEAR AMOUNT: 161497. END OF YEAR AMOUNT: 155709. DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 2500. END OF YEAR AMOUNT: 2323. DESCRIPTION: PREPAID EXPENSE/DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 1841. END OF YEAR AMOUNT: 1903. DESCRIPTION: RECEIVABLE FROM SPLIT INTEREST AGREEMENT. BEG. OF YEAR AMOUNT: 830. END OF YEAR AMOUNT: 830. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 615. END OF YEAR AMOUNT: 353. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 37797. END OF YEAR AMOUNT: 4137. DESCRIPTION: . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | Declaration |