LEBANON HISTORICAL SOCIETY INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LEBANON HISTORICAL SOCIETY INC (EIN 06-0942503)
Tax period
2010-05-01 to 2011-04-30
Filed
2011-09-13
IRS object ID
201132569349300428
Schema version
2010v3.4
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)
Timestamp2011-09-13T14:24:33-05:00Timestamp
Tax Period End Date2011-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANE NAVRATIL & CO CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120 WALNUT STAddressLine1
CityWILLIMANTICCity
StateCTState
ZIP Code06226ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060942503EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LEBANON HISTORICAL SOCIETY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLEBANameControl
Phone8606427756Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1
CityLEBANONCity
StateCTState
ZIP Code06249ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT SLATEName
TitleTREASURERTitle
Phone8606427756Phone
Date Signed2011-09-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM K NAVRATILName
Phone8604562297Phone
Date Prepared2011-09-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts226484GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteHISTORYOFLEBANON.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Activity Or Mission DescriptionTO DEVELOP AN INCREASED INTEREST IN LOCAL HISTORY AND PROVIDE EDUCATIONAL EXPERIENCES FOR THE COMMUNITY TO ACHIEVE THIS PURPOSE.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers27TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year24555ContributionsGrantsPriorYear
Contributions Grants Current Year27598ContributionsGrantsCurrentYear
Program Service Revenue Prior Year10933ProgramServiceRevenuePriorYear
Program Service Revenue CY25350ProgramServiceRevenueCY
Investment Income Prior Year73977InvestmentIncomePriorYear
Investment Income Current Year78550InvestmentIncomeCurrentYear
Other Revenue Prior Year11080OtherRevenuePriorYear
Other Revenue Current Year12053OtherRevenueCurrentYear
Total Revenue Prior Year120545TotalRevenuePriorYear
Total Revenue Current Year143551TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year101989SalariesEtcPriorYear
Salaries Etc Current Year95138SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year88967OtherExpensePriorYear
Other Expenses Current Year129637OtherExpensesCurrentYear
Total Expenses Prior Year191956TotalExpensesPriorYear
Total Expenses Current Year224775TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-71411RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-81224RevenuesLessExpensesCY
Total Assets BOY2811415TotalAssetsBOY
Total Assets EOY2786445TotalAssetsEOY
Total Liabilities BOY3221TotalLiabilitiesBOY
Total Liabilities EOY3024TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2808194NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2783421NetAssetsOrFundBalancesEOY
Mission DescriptionTO DEVELOP AN INCREASED INTEREST IN LOCAL HISTORY AND PROVIDE EDUCATIONAL EXPERIENCES FOR THE COMMUNITY TO ACHIEVE THIS PURPOSE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense220241Expense
Revenue136106Revenue
DescriptionDEVELOP AND MAINTAIN HISTORIC STRUCTURES AND EXHIBITS AND PROVIDED PROGRAMS AND SEMINARS RELATED TO HISTORY AND HISTORIC ARTIFACTS TO MEMBERS OF THE COMMUNITYDescription
Total Program Service Expense220241TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
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 ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees5NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
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 PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROBERT SLATENamePerson
Telephone Number8604232544TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1
CityLEBANONCity
StateCTState
ZIP Code06249ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BRIAN BARTIZEK
COLLECTIONS5.00X000
ARCHIE M ANDREWS
EX-OFFICIO5.00X000
SARA CROSS
COMMITTEE CH5.00X000
MARGARET MCCAW
EXHIBITIONS5.00X000
BETTY FORREST
PERSONNEL5.00X000
KIRSTEN WESTBROOK
MEMBER-AT-LA5.00X000
AL VERTEFEUILLE
NOMINATING5.00X000
KEITH LAPORTE
COMMUNITY EV5.00X000
MARY LOU BECKWITH
DEVELOPMENT5.00X000
JACY WORTH
PUBLICATIONS5.00X000
CONNIE BERGLUND
FINANCE5.00X000
LINDA HEATHERLY
MEMBER-AT-LA5.00X000
JAMES MELLO
BUILDING & G5.00X000
SUZANNE YEO
MEMBER-AT-LA5.00X000
EDWARD TOLLMAN
PRESIDENT5.00000X
GLENN PIANKA
VICE PRESIDE5.00000X
SANDIE CHALIFOUX
SECRETARY5.00000X
ROBERT SLATE
TREASURER5.00000X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions27598AllOtherContributions
Total Contributions27598TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
CHC COLLECTION1121811218
MUSEUM ADMISSIONS/PROGRAM FEE8247$8,247
MEMBERSHIP DUES58855885
FieldValueIRS element (for citing)
Total Program Service Revenue25350TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column79483TotalRevenueColumn
Exclusion$79,483ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities82000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities82933Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-933Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-933TotalRevenueColumn
Related Or Exempt Function Income-933RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ANTIQUE SHOW1046410464
MISCELLANEOUS15891589
FieldValueIRS element (for citing)
Total Other Revenue12053TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column143551TotalRevenueColumn
Related Or Exempt Function Income28223RelatedOrExemptFunctionIncome
Exclusion$87,730ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total88377Total
Program Services88377ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total6761Total
Program Services6761ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2400Total
Management And General2400ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1012Total
Management And General1012ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3774Total
Program Services2849ProgramServices
Management And General925ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total27180Total
Program Services27180ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18803Total
Program Services18606ProgramServices
Management And General197ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total26423Total
Program Services26423ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total30914Total
Program Services30914ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total7319Total
Program Services7319ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionGENERAL EXPENSESDescription
Total11812Total
Program Services11812ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total224775Total
Program Services220241ProgramServices
Management And General4534ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23486BOY
EOY31582EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY345762BOY
EOY283980EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1346855LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec451208LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY926562BOY
EOY895647EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1513744BOY
EOY1567919EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1861BOY
EOY7317EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2811415BOY
EOY2786445EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3221BOY
EOY3024EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3221BOY
EOY3024EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1275350BOY
EOY1352891EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1532844BOY
EOY1430530EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2808194BOY
EOY2783421EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2811415BOY
EOY2786445EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-81224ReconcilationRevenueExpenses
Reconcilation Other Changes56451ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years53751CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years38283CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39588CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24555CurrentTaxYearMinus1Year
Current Tax Year27598CurrentTaxYear
Total183775Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years53751CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years38283CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39588CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24555CurrentTaxYearMinus1Year
Current Tax Year27598CurrentTaxYear
Total183775Total
FieldValueIRS element (for citing)
Public Support Total170183775PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years95853CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years106092CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years89583CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72763CurrentTaxYearMinus1Year
Current Tax Year79483CurrentTaxYear
Total443774Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3568CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3731CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4663CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10281CurrentTaxYearMinus1Year
Current Tax Year8247CurrentTaxYear
Total30490Total
FieldValueIRS element (for citing)
Total Support658039TotalSupport
Gross Receipts From Admissions Etc34627GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.27930PublicSupportPertcentage170
Public Support Pertcent Prior Year0.44690PublicSupportPertcentPriorYear
Thirty Three Percnt Tests PY170XThirtyThreePercntTestsPY170

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis54700OtherCostOrOtherBasis
Book Value54700BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings54700TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITSFORM 990, PAGE 1, PART I, LINE 6SERVE ON THE BOARD OF DIRECTORS. HELP WITH FUNDRAISERS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERSFORM 990, PAGE 6, PART VI, LINE 7BTHE MEMBERS ELECT THE BOARD OF DIRECTORS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11B990 WAS EMAILED TO BOARD MEMBERS PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CCONFLICT OF INTEREST IS MONITORED THROUGH THE ACCOUNTING RECORDS.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ABOARD OF FINANCE RECOMMENDS TO FULL BOARD SALARY FOR CURATOR AND STAFF.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST.

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