LAGUNA WOODS HISTORY CENTER: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LAGUNA WOODS HISTORY CENTER (EIN 95-3213797)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-13
IRS object ID
201443179349202549
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)
Return2014-11-13T14:55:55-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUMMERS & SUMMERSBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124361 EL TORO RD STE 200AddressLine1
CityLAGUNA WOODSCity
StateCAState
ZIP Code92637ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953213797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORICAL SOCIETY OF LAGUNA WOODSBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone9492060150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2220AddressLine1
CityLAGUNA HILLSCity
StateCAState
ZIP Code92654ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL DIXONPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert D SummersPreparerPersonNm
PTINP00959058PTIN
Phone9498598988PhoneNum
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 AddressLAGUNAWOODSHISTORY.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$116,382GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,041ContributionsGiftsGrantsEtcAmt
Investment Income$4,314InvestmentIncomeAmt
Sale Of Assets Gross$15,000SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$15,891CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$891GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$86,088FundraisingGrossIncomeAmt
Special Events Direct Expenses$19,831SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$66,257SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$4,939GrossSalesOfInventoryAmt
Cost Of Goods Sold$5,006CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$67GrossProfitLossSlsOfInvntryAmt
Total Revenue$75,654TotalRevenueAmt
Printing Publications Postage$2,902PrintingPublicationsPostageAmt
Other Expenses Total$14,609OtherExpensesTotalAmt
Total Expenses$17,511TotalExpensesAmt
Excess Or Deficit For Year$58,143ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$292,974NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,561OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$355,678NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$292,974BOYAmt
EOY$334,352EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$21,326EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$292,974BOYAmt
EOY$355,678EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$292,974BOYAmt
EOY$355,678EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO OPERATE A HISTORICAL SOCIETYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
Preservation of Archives for the Community$14,356
Laguna Woods Honoree of the Month Program
Laguna Woods Veterans History Project$1,500
FieldValueIRS element (for citing)
Total Program Service Expenses$15,856TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT RING
President50.00$0
GAIL DIXON
Vice President2.00$0
TRISH CASSIDAY
Vice President25.00$0
LARRY FREEDMAN
Treasurer5.00$0
LEE BEVILAQUA
Secretary1.00$0
DEAN DIXON
Director2.00$0
JOAN LONG
Director1.00$0
BRENDA MOORE
Director2.00$0
RUTH MAY
Director1.00$0
MARTY RUBIN
Director1.00$0
CATHERINE BRIANS
Director4.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLARRY FREEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2220AddressLine1
CityLAGUNA HILLSCity
StateCAState
ZIP Code926542220ZIPCode
FieldValueIRS element (for citing)
Phone9492060150PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,319CurrentTaxYearMinus1YearAmt
Current Tax Year$90,629CurrentTaxYearAmt
Total$224,459TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$4,939CurrentTaxYearAmt
Total$4,939TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,319CurrentTaxYearMinus1YearAmt
Current Tax Year$95,568CurrentTaxYearAmt
Total$229,398TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$229,398PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,366CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,446CurrentTaxYearMinus1YearAmt
Current Tax Year$4,314CurrentTaxYearAmt
Total$19,687TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,366CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,446CurrentTaxYearMinus1YearAmt
Current Tax Year$4,314CurrentTaxYearAmt
Total$19,687TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,765CurrentTaxYearMinus1YearAmt
Current Tax Year$99,882CurrentTaxYearAmt
Total$249,085TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92100PublicSupportCY509Pct
Public Support PY5090.86510PublicSupportPY509Pct
Investment Income CY0.07900InvestmentIncomeCYPct
Investment Income PY0.13490InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1Amt
Gross Receipts Event1$86,088GrossReceiptsEvent1Amt
Gross Revenue Event1$86,088GrossRevenueEvent1Amt
Non Cash Prizes Event1$539NonCashPrizesEvent1Amt
Food And Beverage Event1$5,810FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$13,482OtherDirectExpensesEvent1Amt
Gross Receipts Total$86,088GrossReceiptsTotalAmt
Gross Revenue Total Events$86,088GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$539NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$5,810FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$13,482OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$19,831DirectExpenseSummaryEventsAmt
Net Income Summary$66,257NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $100
Other Expenses.1002Office Expenses $684
Other Expenses.1003Information Technology $2614
Other Expenses.1012Insurance $884
Other Expenses.1INDEPENDENT CONTRACTORS $8772
Other Expenses.3PUBLIC PROGRAMS $1500
Other Expenses.5FEES $55
Other Assets.1010Inventories - Beginning $0 Inventories - Ending $21326

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