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SANTA MARIA VALLEY HISTORICAL SOCIETY: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SANTA MARIA VALLEY HISTORICAL SOCIETY (EIN 23-7087913)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-21
IRS object ID
202530529349200913
Schema version
2024v5.0
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)
Return2025-02-21T11:23:56-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753194011PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Levy & Hartzheim LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 Professional Parkway Suite 205AddressLine1Txt
CitySanta MariaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93455ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-02-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRon Levy CPAPreparerPersonNm
PTINP01401811PTIN
Phone8059252579PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresssantamariahistory.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$107,229GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,779ContributionsGiftsGrantsEtcAmt
Membership Dues$12,659MembershipDuesAmt
Investment Income$8,887InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$36,468FundraisingGrossIncomeAmt
Special Events Direct Expenses$23,645SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$12,823SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$2,400GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,400GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,036OtherRevenueTotalAmt
Total Revenue$83,584TotalRevenueAmt
Salaries Other Comp Empl Bnft$36,349SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,550FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,821PrintingPublicationsPostageAmt
Other Expenses Total$17,168OtherExpensesTotalAmt
Total Expenses$57,888TotalExpensesAmt
Excess Or Deficit For Year$25,696ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$113,035NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$138,731NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$95,062BOYAmt
EOY$123,663EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$17,981BOYAmt
EOY$15,138EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,043BOYAmt
EOY$138,801EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8BOYAmt
EOY$70EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$113,035BOYAmt
EOY$138,731EOYAmt
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
Grants And Allocations$26,402GrantsAndAllocationsAmt
Program Service Expenses$62,262ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$62,262TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brooke Bradley
President2.00$0
Dave Cross
Vice President2.00$0
Tammy Jo Halliburton
Secretary2.00$0
Sharon Frizzell
Treasurer2.00$0
Pam Paxton
Member2.00$0
Edward Hazard
Member2.00$0
Roy Reed
Member0$0
Manning Semiatin
Member2.00$0
Bob Nelson
Member0$0
Jason Blanco
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$39,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,681CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,346CurrentTaxYearMinus1YearAmt
Current Tax Year$58,438CurrentTaxYearAmt
Total$244,985TotalAmt

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$39,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,681CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,346CurrentTaxYearMinus1YearAmt
Current Tax Year$58,438CurrentTaxYearAmt
Total$244,985TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$244,985PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$476CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,586CurrentTaxYearMinus1YearAmt
Current Tax Year$2,451CurrentTaxYearAmt
Total$10,961TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,969CurrentTaxYearMinus1YearAmt
Current Tax Year$422CurrentTaxYearAmt
Total$2,391TotalAmt
FieldValueIRS element (for citing)
Total Support$258,337TotalSupportAmt
Public Support CY1700.94830PublicSupportCY170Pct
Public Support PY1700.95680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fireworks/Day in the Park/OtherEvent1Nm
Gross Receipts Event1$30,266GrossReceiptsEvent1Amt
Gross Revenue Event1$30,266GrossRevenueEvent1Amt
Other Direct Expenses Event1$23,245OtherDirectExpensesEvent1Amt
Event2Raffle & PlaquesEvent2Nm
Gross Receipts Event2$6,202GrossReceiptsEvent2Amt
Gross Revenue Event2$6,202GrossRevenueEvent2Amt
Other Direct Expenses Event2$400OtherDirectExpensesEvent2Amt
Gross Receipts Total$36,468GrossReceiptsTotalAmt
Gross Revenue Total Events$36,468GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$23,645OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$23,645DirectExpenseSummaryEventsAmt
Net Income Summary$12,823NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Miscellaneous $1036
Other Expenses.1001Advertising and Promotion $30
Other Expenses.1002Office Expenses $829
Other Expenses.1009Depreciation $2771
Other Expenses.1012Insurance $1454
Other Expenses.1Utilities $2891
Other Expenses.2Telephone $2021
Other Expenses.4Janitorial $1369
Other Expenses.5OUTSIDE SERVICES $1250
Other Expenses.6WORKMENS COMP $940
Other Expenses.7Permits $770
Other Expenses.8Bank Charges $768
Other Expenses.9DUES & SUBSCRIPTIONS $730
Other Expenses.10Computer services $410
Other Expenses.11SECURITY $360
Other Expenses.12Repairs $296
Other Expenses.14EQUIPMENT RENTAL $150
Other Expenses.15Tax and licenses $125
Other Expenses.16Other payroll expenses $4
Other Assets.1002Furniture and Fixtures - Beginning $8327 Furniture and Fixtures - Ending $7417
Other Assets.1003Machinery and Equipment - Beginning $7255 Machinery and Equipment - Ending $7721
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $2399 Prepaid Expenses and Deferred Charges - Ending $0
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $8 Accounts Payable and Accrued Expenses - Ending $70

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