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NAPA COUNTY HISTORICAL SOCIETY: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NAPA COUNTY HISTORICAL SOCIETY (EIN 94-2690901)
Tax period
2011-06-01 to 2012-05-31
Filed
2012-08-31
IRS object ID
201232489349200013
Schema version
2011v1.2
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)
Timestamp2012-08-31T19:01:36-05:00Timestamp
Tax Period End Date2012-05-31TaxPeriodEndDate

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 Line1575 JEFFERSON STAddressLine1
CityNAPACity
StateCAState
ZIP Code94559ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-06-01TaxPeriodBeginDate

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 Signed2012-08-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS J UBOLDIName
PTINP00294960PTIN
Phone7072529225Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteHTTP://WWW.NAPAHISTORY.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts145818GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc27929ContributionsGiftsGrantsEtc
Program Service Revenue11143ProgramServiceRevenue
Membership Dues7455MembershipDues
Investment Income87659InvestmentIncome
Fundraising Gross Income8397FundraisingGrossIncome
Special Events Direct Expenses4853SpecialEventsDirectExpenses
Special Events Net Income Loss3544SpecialEventsNetIncomeLoss
Gross Sales Of Inventory3235GrossSalesOfInventory
Cost Of Goods Sold999CostOfGoodsSold
Gro Profit Loss Sales Of Inventory2236GroProfitLossSalesOfInventory
Total Revenue139966TotalRevenue
Salaries Other Comp Empl Benefits75564SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors7569FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint12675OccupancyRentUtilitiesAndMaint
Printing Publications Postage1501PrintingPublicationsPostage
Other Expenses Total54947OtherExpensesTotal
Total Expenses152256TotalExpenses
Excess Or Deficit For Year-12290ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY353371NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY341081NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY74442BOY
EOY12599EOY

Land And Buildings LandAndBuildings

FieldValueIRS element (for citing)
BOY115994BOY
EOY14061EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY163566BOY
EOY314438EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY354002BOY
EOY341098EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY631BOY
EOY17EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY353371BOY
EOY341081EOY
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 HAS COMPILED A RESEARCH LIBRARY FOR USE BY PARTIES EITHER ONLINE OR AT THE LOCATION.0750
THE ORGANIZATION PREPARES EXHIBITS.0817
THE ORGANIZATION MAINTAINS A MUSEUM.011402
FieldValueIRS element (for citing)
Total Program Service Expenses12969TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JULIE DALRYMPLE
1219 FIRST STREETNAPACA94559PRESIDENT1.00000
GEORGE BOYET
1219 FIRST STREETNAPACA94559VICE PRESIDENT1.00000
FELICIA SHINNAMON
1219 FIRST STREETNAPACA94559SECRETARY1.00000
ROBIN HART
1219 FIRST STREETNAPACA94559TREASURER1.00000
CONOR MASSEY
1219 FIRST STREETNAPACA94559DIRECTOR1.00000
JIM NORD
1219 FIRST STREETNAPACA94559DIRECTOR1.00000
RACHEL ORLINS
1219 FIRST STREETNAPACA94559DIRECTOR1.00000
JOHN HOLT
1219 FIRST STREETNAPACA94559DIRECTOR1.00000
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 Years48687CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years61718CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years44075CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50602CurrentTaxYearMinus1Year
Current Tax Year43780CurrentTaxYear
Total248862Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48687CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years61718CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years44075CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50602CurrentTaxYearMinus1Year
Current Tax Year43780CurrentTaxYear
Total248862Total
FieldValueIRS element (for citing)
Public Support Total170248862PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years17454CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7363CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years73923CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year80475CurrentTaxYearMinus1Year
Current Tax Year87659CurrentTaxYear
Total266874Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years19940CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9208CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year6211CurrentTaxYearMinus1Year
Total35359Total
FieldValueIRS element (for citing)
Total Support551095TotalSupport
Gross Receipts From Admissions Etc28971GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.45160PublicSupportPertcentage170
Public Support Pertcent Prior Year0.46590PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RENTAL INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4RENTAL - KIND AND LOCATION OF PROPERTY: COMMERICAL BUILDING - 1219 FIRST ST. AMOUNT: 45,000. RENTAL - KIND AND LOCATION OF PROPERTY: 1220-1228 RANDOLPH ST. AMOUNT: 35,300. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 80,300..
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST INCOME 3,351.. DIVIDEND INCOME 4,008.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,359.
INCOME FROM SALES OF INVENTORYFORM 990-EZ, PART I, LINE 7INCOME: GROSS RECEIPTS: 3,235. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 999. GROSS PROFIT: 2,236. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 999. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 999.
OCCUPANCY, RENT, UTILITIES AND MAINTENENCEFORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 1,274. DESCRIPTION: OTHER EXPENSES. AMOUNT: 11,401. TOTAL TO FORM 990-EZ, LINE 14: 12,675.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: EXHIBITS. AMOUNT: 817. DESCRIPTION: RESEARCH LIBRARY. AMOUNT: 750. DESCRIPTION: BANK FEES. AMOUNT: 2,078. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 464. DESCRIPTION: FEES & LICENSE. AMOUNT: 115. DESCRIPTION: WORKERS COMP. AMOUNT: 5,477. DESCRIPTION: MARKETING. AMOUNT: 4,090. DESCRIPTION: MEMBERSHIP ACTIVITY. AMOUNT: 705. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,519. DESCRIPTION: OTHER. AMOUNT: 396. DESCRIPTION: PAYROLL FEE. AMOUNT: 368. DESCRIPTION: PERMITS AND LICENSE. AMOUNT: 720. DESCRIPTION: SOFTWARE. AMOUNT: 973. DESCRIPTION: COMPUTERS. AMOUNT: 2,058. DESCRIPTION: TEA TIME AT THE GOODMAN. AMOUNT: 36. DESCRIPTION: PG&E. AMOUNT: 281. DESCRIPTION: VOLUNTEER EXPENSE. AMOUNT: 827. DESCRIPTION: PENALTY. AMOUNT: 10. DESCRIPTION: GIFTS. AMOUNT: 25. DESCRIPTION: CONFERENCE AND SEMINAR. AMOUNT: 27. DESCRIPTION: PROGRAMS. AMOUNT: 557. DESCRIPTION: PAYROLL TAXES. AMOUNT: 8,730. DESCRIPTION: PRIOR YEAR EXPENSE. AMOUNT: 1,421. DESCRIPTION: EMPLOYEE BENEFIT. AMOUNT: 100. DESCRIPTION: RECONCILATION DIFFERENCES. AMOUNT: 20. DESCRIPTION: DEPRECIATION. AMOUNT: 9,038. DESCRIPTION: PROPERTY TAXES. AMOUNT: 3,965. DESCRIPTION: PROPERTY MANANGEMENT FEE. AMOUNT: 2,672. DESCRIPTION: REPAIRS AND MAINTENCE. AMOUNT: 2,708. TOTAL TO FORM 990-EZ, LINE 16: 54,947.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: C SCHWAB SECURITIES ACCOUNT. BEG. OF YEAR AMOUNT: 98,914. END OF YEAR AMOUNT: 159,415. DESCRIPTION: PAYROLL TAXES RECEIVABLE. BEG. OF YEAR AMOUNT: 1,250. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 63,402. END OF YEAR AMOUNT: 155,023.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: HALLS OF HISTORY. BEG. OF YEAR AMOUNT: 547. END OF YEAR AMOUNT: 0. DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 84. END OF YEAR AMOUNT: 17.

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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