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NAPA COUNTY HISTORICAL SOCIETY: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NAPA COUNTY HISTORICAL SOCIETY (EIN 94-2690901)
Tax period
2012-06-01 to 2013-05-31
Filed
2013-12-06
IRS object ID
201313409349200211
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

FieldValueIRS element (for citing)
Timestamp2013-12-06T14:49:09-06:00Timestamp
Tax Period End Date2013-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942750955EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1563 JEFFERSON STAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN942690901EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NAPA COUNTY HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNAPANameControl
Phone7072241739Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameNANCY LEVENBERGName
TitleEXEC DIRECTORTitle
Phone7072241739Phone
Date Signed2013-11-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS J UBOLDIName
PTINP00294960PTIN
Phone7072529225Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Web SiteHTTP://WWW.NAPAHISTORY.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts128871GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc17685ContributionsGiftsGrantsEtc
Program Service Revenue27744ProgramServiceRevenue
Membership Dues11048MembershipDues
Investment Income51867InvestmentIncome
Gross Amount From Sale Of Assets9811GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses8828CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets983GainOrLossFromSaleOfAssets
Fundraising Gross Income620FundraisingGrossIncome
Special Events Direct Expenses138SpecialEventsDirectExpenses
Special Events Net Income Loss482SpecialEventsNetIncomeLoss
Gross Sales Of Inventory4652GrossSalesOfInventory
Cost Of Goods Sold2583CostOfGoodsSold
Gro Profit Loss Sales Of Inventory2069GroProfitLossSalesOfInventory
Other Revenue Total5444OtherRevenueTotal
Total Revenue117322TotalRevenue
Salaries Other Comp Empl Benefits62015SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors6539FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint17229OccupancyRentUtilitiesAndMaint
Printing Publications Postage1224PrintingPublicationsPostage
Other Expenses Total48008OtherExpensesTotal
Total Expenses135015TotalExpenses
Excess Or Deficit For Year-17693ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY341081NetAssetsOrFundBalancesBOY
Other Changes In Net Assets50OtherChangesInNetAssets
Net Assets Or Fund Balances EOY323438NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY12599BOY
EOY8421EOY

Land And Buildings LandAndBuildings

FieldValueIRS element (for citing)
BOY166023BOY
EOY156986EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY162476BOY
EOY158102EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY341098BOY
EOY323509EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY17BOY
EOY71EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY341081BOY
EOY323438EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
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.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
THE ORGANIZATION CONDUCTED A HISTORIC WINERIES TOUR.07838
THE ORGANIZATION CONDUCTED A HISTORIC POPE VALLEY DAYS EVENT.03901
THE ORGANIZATION MAINTAINS A MUSEUM.06970
FieldValueIRS element (for citing)
Total Program Service Expenses18709TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JULIE DALRYMPLE
PRESIDENT1.00000
GEORGE BOYET
VICE PRESIDENT1.00000
FELICIA SHINNAMON
SECRETARY1.00000
ROBIN HART
TREASURER1.00000
CONOR MASSEY
DIRECTOR1.00000
JIM NORD
DIRECTOR1.00000
RACHEL ORLINS
DIRECTOR1.00000
JOHN HOLT
DIRECTOR1.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ROBIN HARTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11219 FIRST STREETAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode
FieldValueIRS element (for citing)
Telephone Number7072241739TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years61718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years44075CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50602CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year43780CurrentTaxYearMinus1Year
Current Tax Year17685CurrentTaxYear
Total217860Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years61718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years44075CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50602CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year43780CurrentTaxYearMinus1Year
Current Tax Year17685CurrentTaxYear
Total217860Total
FieldValueIRS element (for citing)
Public Support Total170217860PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7363CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years73923CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years80475CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year87659CurrentTaxYearMinus1Year
Total249420Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9208CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years6211CurrentTaxYearMinus2Years
Total15419Total
FieldValueIRS element (for citing)
Total Support482699TotalSupport
Gross Receipts From Admissions Etc28971GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.45130PublicSupportPertcentage170
Public Support Pertcent Prior Year0.45160PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RENTAL INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4RENTAL - KIND AND LOCATION OF PROPERTY: COMMERICAL BUILDING - 1219 FIRST ST. AMOUNT: 18,000. RENTAL - KIND AND LOCATION OF PROPERTY: 1220-1228 RANDOLPH ST. AMOUNT: 33,837. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 51,837..
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST INCOME 30..
INCOME FROM SALES OF INVENTORYFORM 990-EZ, PART I, LINE 7INCOME: GROSS RECEIPTS: 4,652. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2,583. GROSS PROFIT: 2,069. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 2,583. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 2,583.
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: UNREALIZED GAIN. AMOUNT: 5,444.
OCCUPANCY, RENT, UTILITIES AND MAINTENENCEFORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 10,259. DESCRIPTION: OTHER EXPENSES. AMOUNT: 6,970. TOTAL TO FORM 990-EZ, LINE 14: 17,229.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: EXHIBITS. AMOUNT: 368. DESCRIPTION: RESEARCH LIBRARY. AMOUNT: 1,438. DESCRIPTION: BANK FEES. AMOUNT: 2,405. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 497. DESCRIPTION: WORKERS COMP. AMOUNT: 2,620. DESCRIPTION: MARKETING. AMOUNT: 2,895. DESCRIPTION: MEMBERSHIP ACTIVITY. AMOUNT: 35. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,794. DESCRIPTION: PAYROLL FEE. AMOUNT: 1,204. DESCRIPTION: PERMITS AND LICENSE. AMOUNT: 495. DESCRIPTION: SOFTWARE. AMOUNT: 811. DESCRIPTION: COMPUTERS. AMOUNT: 1,343. DESCRIPTION: TEA TIME AT THE GOODMAN. AMOUNT: 71. DESCRIPTION: PG&E. AMOUNT: 265. DESCRIPTION: VOLUNTEER EXPENSE. AMOUNT: 320. DESCRIPTION: PENALTY. AMOUNT: 12. DESCRIPTION: CONFERENCE AND SEMINAR. AMOUNT: 270. DESCRIPTION: PROGRAMS. AMOUNT: 470. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,501. DESCRIPTION: EMPLOYEE BENEFIT. AMOUNT: 889. DESCRIPTION: RECONCILATION DIFFERENCES. AMOUNT: 28. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,430. DESCRIPTION: MEETING EXPENSES. AMOUNT: 909. DESCRIPTION: TAXES. AMOUNT: 7. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 15,376. DESCRIPTION: PROPERTY TAXES. AMOUNT: 4,029. DESCRIPTION: PROPERTY MANANGEMENT FEE. AMOUNT: 1,940. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 586. TOTAL TO FORM 990-EZ, LINE 16: 48,008.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: PPA . AMOUNT: 50.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: C SCHWAB SECURITIES ACCOUNT. BEG. OF YEAR AMOUNT: 159,415. END OF YEAR AMOUNT: 156,263. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,061. END OF YEAR AMOUNT: 1,839.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 17. END OF YEAR AMOUNT: 71.

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.Declaration

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