SITKA HISTORICAL SOCIETY INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SITKA HISTORICAL SOCIETY INC (EIN 92-0074478)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-08-25
IRS object ID
201112379349300506
Schema version
2010v3.2
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)
Timestamp2011-08-25T10:20:31-07:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUND TAX SERVICEBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1146AddressLine1
CitySITKACity
StateAKState
ZIP Code99835ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN920074478EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SITKA HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSITKNameControl
Phone9077476455Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 HARBOR DRAddressLine1
CitySITKACity
StateAKState
ZIP Code99835ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJERRY DZUGANName
TitlePRESIDENTTitle
Phone9077476455Phone
Date Signed2011-08-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTAMMY WHEELERName
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJERRY DZUGANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14319 VALHALLA DRAddressLine1
CitySITKACity
StateAKState
ZIP Code99835ZIPCode
FieldValueIRS element (for citing)
Gross Receipts227594GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1978YearFormation
State Legal DomicileAKStateLegalDomicile
Activity Or Mission DescriptionHISTORICAL SOCIETY AND MUSEUM To preserve and promote the events, stories and artifacts of the human history of the Sitka area for the inspiration, education and benefit of the public and future generations.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members115NbrIndependentVotingMembers
Total Nbr Employees11TotalNbrEmployees
Total Nbr Volunteers8TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year106876ContributionsGrantsPriorYear
Contributions Grants Current Year151641ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1386ProgramServiceRevenuePriorYear
Program Service Revenue CY16717ProgramServiceRevenueCY
Investment Income Prior Year3063InvestmentIncomePriorYear
Investment Income Current Year1961InvestmentIncomeCurrentYear
Other Revenue Prior Year39565OtherRevenuePriorYear
Other Revenue Current Year-4840OtherRevenueCurrentYear
Total Revenue Prior Year150890TotalRevenuePriorYear
Total Revenue Current Year165479TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year127226SalariesEtcPriorYear
Salaries Etc Current Year81022SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year19625TotalFundrsngExpCurrentYear
Other Expense Prior Year52393OtherExpensePriorYear
Other Expenses Current Year82286OtherExpensesCurrentYear
Total Expenses Prior Year179619TotalExpensesPriorYear
Total Expenses Current Year163308TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-28729RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2171RevenuesLessExpensesCY
Total Assets BOY217226TotalAssetsBOY
Total Assets EOY219397TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY217226NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY219397NetAssetsOrFundBalancesEOY
Mission DescriptionHISTORICAL SOCIETY AND MUSEUMMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense102369Expense
Revenue165479Revenue
DescriptionPRESERVATION OF ALASKA HISTORY, WITH EMPHASIS ON THE CITY OF SITKA. EDUCATION ABOUT THIS HISTORY TO RESIDENTS AND VISITORS THROUGH PROGRAMS, LECTURES, A NEWSLETTER AND A SMALL MUSEUM. SERVES A COMMUNITY WITH A POPULATION AROUND 8900 PLUS OVER 48,000 VISITORS DURING EACH TOURIST SEASON.Description
Total Program Service Expense102369TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees11NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members115NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSITKA HISTORICAL SOCIETYNamePerson
Telephone Number9077476455TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1330 HARBOR DRAddressLine1
CitySITKACity
StateAKState
ZIP Code99835ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JOHN STEIN
BOARD MEMBER3.00X000
DORIS BAILEY
BOARD MEMBER3.00X000
JERE CHRISTNER
SECRETARY3.00X000
JERRY DZUGAN
PRESIDENT3.00X000
SABRA JENKINS
BOARD MEMBER3.00X000
ERNESTINE MASSEY
TREASURER3.00X000
JIM DAVIS
BOARD MEMBER3.00X000
CHRIS TODD
BOARD MEMBER3.00X000
PAT ALEXANDER
VICE PRESIDENT3.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues6965MembershipDues
Fundraising Events8430FundraisingEvents
Related Organizations305RelatedOrganizations
Government Grants102000GovernmentGrants
All Other Contributions33941AllOtherContributions
Total Contributions151641TotalContributions

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column16717TotalRevenueColumn
FieldValueIRS element (for citing)
Total Program Service Revenue16717TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1961TotalRevenueColumn
FieldValueIRS element (for citing)
Cntrbtns Rprtd Fundraising Events8430CntrbtnsRprtdFundraisingEvents
Gross Sales Of Inventory57275GrossSalesOfInventory
Cost Of Goods Sold62115CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-4840TotalRevenueColumn
Related Or Exempt Function Income-4840RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column165479TotalRevenueColumn
Related Or Exempt Function Income13838RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total58729Total
Program Services34893ProgramServices
Management And General16561ManagementAndGeneral
Fundraising7275Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total22293Total
Program Services12651ProgramServices
Management And General6788ManagementAndGeneral
Fundraising2854Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total40Total
Program Services0ProgramServices
Management And General40ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1300Total
Program Services0ProgramServices
Management And General1300ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3053Total
Program Services3053ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total26146Total
Program Services8120ProgramServices
Management And General10849ManagementAndGeneral
Fundraising7177Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3799Total
Program Services1571ProgramServices
Management And General2228ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total478Total
Program Services0ProgramServices
Management And General478ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total558Total
Program Services558ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1316Total
Program Services747ProgramServices
Management And General401ManagementAndGeneral
Fundraising168Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
WINE TASTING EXPENSE1462001462
BELL PROJECT EXPENSE8339833900
PICK CLICK GIVE APPLICATION25000250
GIFT SHOP EXPENSE40000400
EXHIBIT EXPENSES324373243700

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2708Total
Program Services0ProgramServices
Management And General2669ManagementAndGeneral
Fundraising39Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total163308Total
Program Services102369ProgramServices
Management And General41314ManagementAndGeneral
Fundraising19625Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY191829BOY
EOY205545EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY25397BOY
EOY13852EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY217226BOY
EOY219397EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY217226BOY
EOY219397EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY217226BOY
EOY219397EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY217226BOY
EOY219397EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2171ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years51262CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years72011CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years62352CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year150148CurrentTaxYearMinus1Year
Current Tax Year142436CurrentTaxYear
Total478209Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39359CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years65943CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years99143CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year76949CurrentTaxYearMinus1Year
Current Tax Year216829CurrentTaxYear
Total498223Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years30000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years30000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years30000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30000CurrentTaxYearMinus1Year
Current Tax Year30000CurrentTaxYear
Total150000Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years120621CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years167954CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years191495CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year257097CurrentTaxYearMinus1Year
Current Tax Year389265CurrentTaxYear
Total1126432Total
FieldValueIRS element (for citing)
Public Support Total5091126432PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4922CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6555CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3655CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33CurrentTaxYearMinus1Year
Current Tax Year1961CurrentTaxYear
Total17126Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4922CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6555CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3655CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33CurrentTaxYearMinus1Year
Current Tax Year1961CurrentTaxYear
Total17126Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total1143558Total
FieldValueIRS element (for citing)
Public Support Percentage5090.98500PublicSupportPercentage509
Prior Year Support Percentage0.98230PriorYearSupportPercentage
Investment Income Percentage0.01500InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01770PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPt III Line 4Identifier
ExplanationmuseumExplanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanation
Pt VI-A, Line 8bMINUTES ARE TAKEN AT EACH MEETING
Pt VI-B, Line 11a990 IS AVAILABLE AT FOLLOWING BOARD MEETING FOR MEMBERS
Pt VI-C, Line 19DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION DURING OFFICE HOURS
Pt VI-A, Line 6MEMBERS SERVE AS A GOVERNING BODY AND ARE NOT STOCKHOLDERS
Pt VI-A, Line 7aMEMBERSHIP ELECTS BOARD MEMBERS
Pt VI-A, Line 7bMEMBERSHIP HAS THE AUTHORITY TO MODIFY BYLAWS
Pt VI-B, Line 12cTHIS IS A SMALL ORGANIZATION WITHIN A SMALL COMMUNITY
Form 990, Part IX, Line 24fSCAPS 39. 0. 0. 39. TRAINING BOARD/STAFF 2644. 0. 2644. 0. REIMBURSEMENT 25. 0. 25. 0.

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