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NAPA COUNTY HISTORICAL SOCIETY: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NAPA COUNTY HISTORICAL SOCIETY (EIN 94-2690901)
Tax period
2013-06-01 to 2014-05-31
Filed
2014-10-10
IRS object ID
201442839349200814
Schema version
2013v3.0
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)
Return2014-10-10T16:35:41-05:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942750955PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UBOLDI HEINKE & VELLADAO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1563 JEFFERSON STAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942690901EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAPA COUNTY HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNAPABusinessNameControlTxt
Phone7072241739PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 FIRST STREETAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY LEVENBERGPersonNm
Person TitleEXEC DIRECTORPersonTitleTxt
Phone7072241739PhoneNum
Signature2014-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J UBOLDIPreparerPersonNm
PTINP00294960PTIN
Phone7072529225PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

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$141,249GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$42,469ContributionsGiftsGrantsEtcAmt
Program Service Revenue$24,797ProgramServiceRevenueAmt
Membership Dues$10,316MembershipDuesAmt
Investment Income$59,470InvestmentIncomeAmt
Sale Of Assets Gross$1,500SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$1,511CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$11GainOrLossFromSaleOfAssetsAmt
Gross Sales Of Inventory$2,697GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,249CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$448GrossProfitLossSlsOfInvntryAmt
Total Revenue$137,489TotalRevenueAmt
Salaries Other Comp Empl Bnft$64,902SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$17,143FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$15,156OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,510PrintingPublicationsPostageAmt
Other Expenses Total$43,795OtherExpensesTotalAmt
Total Expenses$142,506TotalExpensesAmt
Excess Or Deficit For Year-$5,017ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$323,438NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$318,421NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$8,421BOYAmt
EOY$8,712EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$156,986BOYAmt
EOY$147,948EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$158,102BOYAmt
EOY$161,826EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$323,509BOYAmt
EOY$318,486EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$71BOYAmt
EOY$65EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$323,438BOYAmt
EOY$318,421EOYAmt
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$6,393
THE ORGANIZATION MAINTAINS A MUSEUM.$0$8,625
THE ORGANIZATION INCREASED THE DIGITIZED PERCENTAGE OF THE LIBRARY FROM 30% TO OVER 70%.$0$3,450
FieldValueIRS element (for citing)
Total Program Service Expenses$18,468TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

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
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 HARTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 FIRST STREETAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode
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$44,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,353CurrentTaxYearMinus1YearAmt
Current Tax Year$52,794CurrentTaxYearAmt
Total$220,604TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,353CurrentTaxYearMinus1YearAmt
Current Tax Year$52,794CurrentTaxYearAmt
Total$220,604TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$220,604PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,923CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,659CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,867CurrentTaxYearMinus1YearAmt
Current Tax Year$59,470CurrentTaxYearAmt
Total$353,394TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$6,211CurrentTaxYearMinus3YearsAmt
Total$6,211TotalAmt
FieldValueIRS element (for citing)
Total Support$580,209TotalSupportAmt
Gross Receipts Rltd Activities$89,378GrossReceiptsRltdActivitiesAmt
Public Support CY1700.38020PublicSupportCY170Pct
Public Support PY1700.45130PublicSupportPY170Pct
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: 18,000. KIND AND LOCATION OF PROPERTY: 1220-1228 RANDOLPH ST. AMOUNT: 34,680. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 52,680..
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 6,787. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,790.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 2,697. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2,249. GROSS PROFIT: 448. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 2,249. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 2,249.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 10,090. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,066. TOTAL TO FORM 990-EZ, LINE 14: 15,156.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EXHIBITS. AMOUNT: 519. DESCRIPTION: RESEARCH LIBRARY. AMOUNT: 1,227. DESCRIPTION: BANK FEES. AMOUNT: 2,319. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 227. DESCRIPTION: WORKERS COMP. AMOUNT: 2,538. DESCRIPTION: MARKETING. AMOUNT: 3,519. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,618. DESCRIPTION: PAYROLL FEE. AMOUNT: 1,100. DESCRIPTION: PERMITS AND LICENSE. AMOUNT: 322. DESCRIPTION: SOFTWARE. AMOUNT: 804. DESCRIPTION: COMPUTERS. AMOUNT: 90. DESCRIPTION: VOLUNTEER EXPENSE. AMOUNT: 425. DESCRIPTION: GIFTS. AMOUNT: 91. DESCRIPTION: CONFERENCE AND SEMINAR. AMOUNT: 252. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,495. DESCRIPTION: INTERNET. AMOUNT: 28. DESCRIPTION: EMPLOYEE BENEFIT. AMOUNT: 1,179. DESCRIPTION: REPAIRS AND MAINTENCE. AMOUNT: 765. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,695. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,821. DESCRIPTION: TAXES. AMOUNT: 7. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 7,838. DESCRIPTION: JANATORIAL. AMOUNT: 1,372. DESCRIPTION: SECURITY. AMOUNT: 602. DESCRIPTION: PROPERTY TAXES. AMOUNT: 4,143. DESCRIPTION: PROPERTY MANANGEMENT FEE. AMOUNT: 2,172. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 1,627. TOTAL TO FORM 990-EZ, LINE 16: 43,795.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: C SCHWAB SECURITIES ACCOUNT. BEG. OF YEAR AMOUNT: 156,263. END OF YEAR AMOUNT: 161,039. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,839. END OF YEAR AMOUNT: 787.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 71. END OF YEAR AMOUNT: 65.

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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