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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-25
IRS object ID
202620849349200247
Schema version
2025v4.0
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)
Return2026-03-25T19:28:48-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753194011PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS LEVY & HARTZHEIM CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 PROFESSIONAL PKWYAddressLine1Txt
CitySANTA MARIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237087913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Santa Maria Valley Historical SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8059223130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1616 South BroadwayAddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSharon FrizzellPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2026-03-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresssantamariahistory.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$91,516GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,018ContributionsGiftsGrantsEtcAmt
Membership Dues$9,120MembershipDuesAmt
Investment Income$7,840InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$27,030FundraisingGrossIncomeAmt
Special Events Direct Expenses$17,869SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$9,161SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$2,361GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,361GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$147OtherRevenueTotalAmt
Total Revenue$73,647TotalRevenueAmt
Salaries Other Comp Empl Bnft$40,804SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$3,211FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,208PrintingPublicationsPostageAmt
Other Expenses Total$23,956OtherExpensesTotalAmt
Total Expenses$69,179TotalExpensesAmt
Excess Or Deficit For Year$4,468ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$138,731NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$143,199NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$123,663BOYAmt
EOY$129,735EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$15,138BOYAmt
EOY$13,510EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$138,801BOYAmt
EOY$143,245EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$70BOYAmt
EOY$46EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$138,731BOYAmt
EOY$143,199EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTo preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.DescriptionProgramSrvcAccomTxt
Program Service Expenses$69,179ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$69,179TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President2.00$0
Dave Cross
Vice President2.00$0
Tammy Jo Widle
Secretary2.00$0
Sharon Frizzell
Treasurer2.00$0
Pam Paxton
Member2.00$0
Manning Semiatin
Member2.00$0
Bob Nelson
Member0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMoss Levy Hartzheim LLPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,216CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,438CurrentTaxYearMinus1YearAmt
Current Tax Year$54,138CurrentTaxYearAmt
Total$259,819TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,216CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,438CurrentTaxYearMinus1YearAmt
Current Tax Year$54,138CurrentTaxYearAmt
Total$259,819TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$259,819PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,451CurrentTaxYearMinus1YearAmt
Current Tax Year$7,840CurrentTaxYearAmt
Total$18,325TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,969CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$422CurrentTaxYearMinus1YearAmt
Current Tax Year$147CurrentTaxYearAmt
Total$2,538TotalAmt
FieldValueIRS element (for citing)
Total Support$280,682TotalSupportAmt
Public Support CY1700.92570PublicSupportCY170Pct
Public Support PY1700.94830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fireworks/Day in the Park/OtherEvent1Nm
Gross Receipts Event1$24,031GrossReceiptsEvent1Amt
Gross Revenue Event1$24,031GrossRevenueEvent1Amt
Other Direct Expenses Event1$17,869OtherDirectExpensesEvent1Amt
Gross Receipts Total$24,031GrossReceiptsTotalAmt
Gross Revenue Total Events$24,031GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$17,869OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,869DirectExpenseSummaryEventsAmt
Net Income Summary$6,162NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $147
Other Expenses.1001Advertising and Promotion $178
Other Expenses.1002Office Expenses $4851
Other Expenses.1009Depreciation $2988
Other Expenses.1012Insurance $2023
Other Expenses.1FACILITIES AND EQUIPMENT $7513
Other Expenses.2FUNDRAISER DONATION $2941
Other Expenses.3Telephone $1770
Other Expenses.5Tax and licenses $800
Other Expenses.6DUES & SUBSCRIPTIONS $740
Other Expenses.7Bank Charges $150
Other Expenses.9Other payroll expenses $2
Other Assets.1002Furniture and Fixtures - Beginning $7417 Furniture and Fixtures - Ending $6716
Other Assets.1003Machinery and Equipment - Beginning $7721 Machinery and Equipment - Ending $6794
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $70 Accounts Payable and Accrued Expenses - Ending $46

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