COACHELLA VALLEY HISTORICAL SOCIETY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
COACHELLA VALLEY HISTORICAL SOCIETY (EIN 23-7153390)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-12
IRS object ID
201441329349303749
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-05-12T16:32:09-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1B & H ACCOUNTING GROUP LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line178401 HIGHWAY 111 STE GAddressLine1
CityLA QUINTACity
StateCAState
ZIP Code922532066ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237153390EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COACHELLA VALLEY HISTORICAL SOCIETYINCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCOACBusinessNameControlTxt
Phone7603426651PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line182-616 MILES AVENUEAddressLine1
CityINDIOCity
StateCAState
ZIP Code92201ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN LLOYD TROVERPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2014-05-12SignatureDt
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)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN HAWKESWORTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140-461 CAMINO MONTECITOAddressLine1
CityINDIOCity
StateCAState
ZIP Code92201ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$101,478GrossReceiptsAmt
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 Volunteers72TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$66,881PYContributionsGrantsAmt
CY Contributions Grants$36,620CYContributionsGrantsAmt
PY Program Service Revenue$13,939PYProgramServiceRevenueAmt
CY Program Service Revenue$18,115CYProgramServiceRevenueAmt
PY Investment Income$12,724PYInvestmentIncomeAmt
CY Investment Income$13,518CYInvestmentIncomeAmt
PY Other Revenue$18,749PYOtherRevenueAmt
CY Other Revenue$23,399CYOtherRevenueAmt
PY Total Revenue$112,293PYTotalRevenueAmt
CY Total Revenue$91,652CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,241PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$36,365CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$115,553PYOtherExpensesAmt
CY Other Expenses$105,341CYOtherExpensesAmt
PY Total Expenses$149,794PYTotalExpensesAmt
CY Total Expenses$141,706CYTotalExpensesAmt
PY Revenues Less Expenses-$37,501PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$50,054CYRevenuesLessExpensesAmt
Total Assets BOY$1,051,147TotalAssetsBOYAmt
Total Assets EOY$992,640TotalAssetsEOYAmt
Total Liabilities BOY$88,498TotalLiabilitiesBOYAmt
Total Liabilities EOY$85,087TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$962,649NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$907,553NetAssetsOrFundBalancesEOYAmt
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$100,032ExpenseAmt
Revenue$55,032RevenueAmt
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$100,032TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 ContributionYes (true)DeductibleArtContributionInd
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 CompliancefalseBackupWthldComplianceInd
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 DocumentsYes (true)ChangeToOrgDocumentsInd
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
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 AVENUEAddressLine1
CityINDIOCity
StateCAState
ZIP Code92201ZIPCode
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 MEMBER3.750.00Yes (X)$0$0$0
KAREN HAWKESWORTH
Secretary7.250.00Yes (X)$0$0$0Yes (X)
NORMA LEE STRONG
BOARD MEMBER0.500.00Yes (X)$0$0$0
GLORIA FRANZ
2ND VICE PRES4.750.00Yes (X)$0$0$0Yes (X)
BENJAMIN GUITRON
BOARD MEMBER1.500.00Yes (X)$0$0$0
DOUG HOLMES
BOARD MEMBER0.750.00Yes (X)$0$0$0
SUE KARR
1ST VICE PRES10.000.00Yes (X)$0$0$0Yes (X)
HUGH MASON
BOARD MEMBER0.750.00Yes (X)$0$0$0
PRISCILLA PORTER EDD
BOARD MEMBER8.750.00Yes (X)$0$0$0
ELLEN LLOYD TROVER
Treasurer9.500.00Yes (X)$0$0$0Yes (X)
DOUG YORK
President8.300.00Yes (X)$0$0$0Yes (X)
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$10,290MembershipDuesAmt
All Other Contributions$26,330AllOtherContributionsAmt
Total Contributions$36,620TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION900099$2,218$2,218
ASES900099$4,287$4,287
JR. HISTORIANS900099$4,556$4,556
YOUNG-AT-ART900099$7,054$7,054
FieldValueIRS element (for citing)
Total Program Service Revenue$18,115TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,518TotalRevenueColumnAmt
Related Or Exempt Func Income$13,518RelatedOrExemptFuncIncomeAmt

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$20,444FundraisingGrossIncomeAmt
Fundraising Direct Expenses$6,988FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,456TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,399GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,838CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,561TotalRevenueColumnAmt
Related Or Exempt Func Income$5,561RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Facility Rental900099$3,150$3,150
Miscellaneous Revenue900099$1,232$1,232
FieldValueIRS element (for citing)
Other Revenue Total$4,382OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,652TotalRevenueColumnAmt
Related Or Exempt Func Income$41,576RelatedOrExemptFuncIncomeAmt

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$32,974TotalAmt
Program Services$17,220ProgramServicesAmt
Management And General$15,754ManagementAndGeneralAmt

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$3,391TotalAmt
Program Services$1,770ProgramServicesAmt
Management And General$1,621ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,800TotalAmt
Management And General$5,800ManagementAndGeneralAmt

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$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,338TotalAmt
Program Services$1,636ProgramServicesAmt
Management And General$702ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,971TotalAmt
Program Services$5,111ProgramServicesAmt
Management And General$3,860ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$269TotalAmt
Management And General$269ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,656TotalAmt
Program Services$184ProgramServicesAmt
Management And General$2,472ManagementAndGeneralAmt

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$24,772TotalAmt
Program Services$22,523ProgramServicesAmt
Management And General$2,249ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,247TotalAmt
Program Services$9,053ProgramServicesAmt
Management And General$4,194ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CULTURAL ARTS$15,429$15,429
COLLECTIONS & EXHIBITS$9,176$9,176
Printing and Publications$7,887$6,362$1,525
FACILITIES$7,578$7,578

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,218TotalAmt
Program Services$3,990ProgramServicesAmt
Management And General$3,228ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$141,706TotalAmt
Program Services$100,032ProgramServicesAmt
Management And General$41,674ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,219BOYAmt
EOY$16,693EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$197,399BOYAmt
EOY$179,697EOYAmt

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$414,617LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$381,936BOYAmt
EOY$357,164EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$457,144BOYAmt
EOY$427,637EOYAmt

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$1,051,147BOYAmt
EOY$992,640EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$760BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$400BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$87,338BOYAmt
EOY$85,087EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$88,498BOYAmt
EOY$85,087EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,404BOYAmt
EOY$205,763EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$138,495BOYAmt
EOY$70,040EOYAmt

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$962,649BOYAmt
EOY$907,553EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,051,147BOYAmt
EOY$992,640EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$50,054ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$5,042OtherChangesInNetAssetsAmt
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$44,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$167,343CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,881CurrentTaxYearMinus1YearAmt
Current Tax Year$36,620CurrentTaxYearAmt
Total$344,785TotalAmt

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$44,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$167,343CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,881CurrentTaxYearMinus1YearAmt
Current Tax Year$36,620CurrentTaxYearAmt
Total$344,785TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$344,785PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,966CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,901CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,724CurrentTaxYearMinus1YearAmt
Current Tax Year$13,518CurrentTaxYearAmt
Total$114,736TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$14,402CurrentTaxYearMinus1YearAmt
Current Tax Year$4,382CurrentTaxYearAmt
Total$18,784TotalAmt
FieldValueIRS element (for citing)
Total Support$478,305TotalSupportAmt
Public Support CY1700.72080PublicSupportCY170Pct
Public Support PY1700.74090PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$696,279BeginningYearBalanceAmt
Contributions$3,357ContributionsAmt
Other Expenditures$23,120OtherExpendituresAmt
End Year Balance$676,516EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$698,113BeginningYearBalanceAmt
Contributions$581ContributionsAmt
Other Expenditures$3,258OtherExpendituresAmt
End Year Balance$695,436EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,332BeginningYearBalanceAmt
Grants Or Scholarships$35,769GrantsOrScholarshipsAmt
Administrative Expenses$698,113AdministrativeExpensesAmt
End Year Balance$698,113EndYearBalanceAmt
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$115,230DepreciationAmt
Book Value$53,690BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$446,440OtherCostOrOtherBasisAmt
Depreciation$236,476DepreciationAmt
Book Value$209,964BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,003OtherCostOrOtherBasisAmt
Depreciation$8,617DepreciationAmt
Book Value$1,386BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,518OtherCostOrOtherBasisAmt
Depreciation$54,294DepreciationAmt
Book Value$2,224BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$357,164TotalBookValueLandBuildingsAmt
Total Book Value Securities$427,637TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO LOWERY FUNDDesc
Amt$85,087Amt
FieldValueIRS element (for citing)
Total Liability$85,087TotalLiabilityAmt

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)
Name Of Event1DAY OF THE DEADNameOfEvent1Amt
Gross Receipts Event1$15,805GrossReceiptsEvent1Amt
Gross Revenue Event1$15,805GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,117OtherDirectExpensesEvent1Amt
Gross Receipts Total$15,805GrossReceiptsTotalAmt
Gross Revenue Total Events$15,805GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,117OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,117DirectExpenseSummaryEventsAmt
Net Income Summary$10,688NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPHOTOGRAPHSDesc
Contribution15ContributionCnt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

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 DecreasesTo adjust for prior period amounts = -$5042

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