ST HELENA HISTORICAL SOCIETY: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST HELENA HISTORICAL SOCIETY (EIN 30-0087096)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-01
- IRS object ID
- 202523359349200647
- Schema version
- 2024v5.0
- 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 | 2025-12-01T19:56:19-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205872660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEL VARRELMAN FINANCIAL SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 RAILROAD AVE | AddressLine1Txt |
| City | SAINT HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945741125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300087096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST HELENA HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STHE | BusinessNameControlTxt |
| Phone | 7079675502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7079632627 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEL VARRELMAN | PreparerPersonNm |
| PTIN | P00326586 | PTIN |
| Phone | 7079631040 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | SHSTORY@SHSTORY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $93,017 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $93,017 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $93,017 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,780 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $49,440 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $643 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $37,026 | OtherExpensesTotalAmt |
| Total Expenses | $91,889 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,128 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $190,065 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $191,193 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,412 | BOYAmt |
| EOY | $60,387 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,734 | BOYAmt |
| EOY | $113,701 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,919 | BOYAmt |
| EOY | $17,105 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,065 | BOYAmt |
| EOY | $191,193 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,065 | BOYAmt |
| EOY | $191,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE AND PROTECT THE HISTORY OF SAINT HELENA. INCORPORATED IN 1876. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROVIDE MATERIALS AND INFORMATION TO THE PUBLIC AND THE SCHOOLS OF SAINT HELENA. | $57,256 |
| PROVIDE RESEARCH FOR INDIVIDUALS WHO WISH TO LEARN MORE DETAIL ABOUT THE HISTORY OF SAINT HELENA. | $3,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,448 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
| Title | TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SALES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7079675502 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 Minus2 Years | $62,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,017 | CurrentTaxYearAmt |
| Total | $234,518 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Total | $88,887 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,017 | CurrentTaxYearAmt |
| Total | $323,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $323,405 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,017 | CurrentTaxYearAmt |
| Total | $323,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BUILDING CAMPAIGN 500 FUNDRAISING 19,724 GRANT EXPENSE 2,440 PUBLIC RELATIONS 8,397 BANK SERVICE CHARGE 252 DUES & SUBSCRIPTIONS 235 INSURANCE 1,036 IT MAINTENANCE 1,551 LICENSE, FEES & PERMITS 52 MEMBERSHIPS 347 OPERATING EXPENSE 124 SALES TAX 9 SUPPLIES 12 TELEPHONE & INTERNET 2,189 TRUCK EXPENSE 158 TOTAL 37,026 |
| FORM 990-EZ, PART I, LINE 20 | CHANGE TO CORRECT PRIOR YEAR BOOKEEPING ERRORS. 0 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 3,075 0 FIXED ASSETS 1,071 1,071 OFFICE EQUIPMENT 8,808 8,808 STORAGE UNIT 10,965 10,965 0 0 LESS ACCUMULATED DEPRECIATION 0 3,739 TOTAL 23,919 17,105 |
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