THREE RIVERS HISTORICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THREE RIVERS HISTORICAL SOCIETY (EIN 77-0308206)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-05
- IRS object ID
- 202442499349201709
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-05T18:35:56-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 863078376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Palmer Perry & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770308206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THREE RIVERS HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THRE | BusinessNameControlTxt |
| Phone | 5595612707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 162 | AddressLine1Txt |
| City | THREE RIVERS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93271 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY BRUNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH M PERRY | PreparerPersonNm |
| PTIN | P01936443 | PTIN |
| Phone | 5596276142 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | 3rmuseum.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $62,903 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $26,349 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,410 | MembershipDuesAmt |
| Investment Income | $1,051 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $12,210 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,250 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $7,960 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $17,383 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,200 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $4,183 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $4,500 | OtherRevenueTotalAmt |
| Total Revenue | $45,453 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $776 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $29,515 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $17,084 | OtherExpensesTotalAmt |
| Total Expenses | $47,375 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,922 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $409,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $407,471 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,794 | BOYAmt |
| EOY | $78,193 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,364 | BOYAmt |
| EOY | $387,040 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,618 | BOYAmt |
| EOY | $7,612 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,776 | BOYAmt |
| EOY | $472,845 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,383 | BOYAmt |
| EOY | $65,374 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,393 | BOYAmt |
| EOY | $407,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Historical Society and Museum | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | GIFT SHOP TO SUPPORT OPERATIONAL COSTS OF MUSEUM AND VISTOR CENTER | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| THOMAS MARSHALL | ||
| Director | 30.00 | $0 |
| EUGENE RIEPING | ||
| Director | 6.00 | $0 |
| NANCY BRUNSON | ||
| President | 10.00 | $0 |
| JOHN CRAIN | ||
| Director | 6.00 | $0 |
| ROBERT BURKE | ||
| Director | 6.00 | $0 |
| JACLYN TUTTLE | ||
| Secretary/Treas | 16.00 | $0 |
| KIMBERLY KAULING | ||
| Director | 4.00 | $0 |
| DARYL BRUNS | ||
| Director | 6.00 | $0 |
| JULIE BRUNS | ||
| Director | 8.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY BRUNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42268 SIERRA DR | AddressLine1Txt |
| City | THREE RIVERS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5595612707 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,799 | CurrentTaxYearAmt |
| Total | $179,934 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,383 | CurrentTaxYearAmt |
| Total | $52,098 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,210 | CurrentTaxYearAmt |
| Total | $53,804 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,392 | CurrentTaxYearAmt |
| Total | $285,836 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $285,836 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,051 | CurrentTaxYearAmt |
| Total | $1,211 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,051 | CurrentTaxYearAmt |
| Total | $1,211 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076 | CurrentTaxYearMinus1YearAmt |
| Total | $3,806 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,443 | CurrentTaxYearAmt |
| Total | $290,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98140 | PublicSupportPY509Pct |
| Investment Income CY | 0.00420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | REIMB. EXP. INC. $4500 |
| Other Expenses.1002 | Office Expenses $918 |
| Other Expenses.1008 | Interest $4731 |
| Other Expenses.1009 | Depreciation $324 |
| Other Expenses.1012 | Insurance $6011 |
| Other Expenses.1 | Equipment Lease/Maintenance $1658 |
| Other Expenses.2 | BAHWELL DITCH $1125 |
| Other Expenses.3 | SEATrains $1125 |
| Other Expenses.4 | Operational Expenses $629 |
| Other Expenses.5 | Personal Property Tax $328 |
| Other Expenses.6 | Misc Expense $235 |
| Other Assets.1010 | Inventories - Beginning $4373 Inventories - Ending $2284 |
| Other Assets.3 | UNDEPOSITED FUNDS - Beginning $245 UNDEPOSITED FUNDS - Ending $5328 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $977 Accounts Payable and Accrued Expenses - Ending $1389 |
| Total Liabilities.1007 | Secured Mortgages and Notes Payable - Beginning $66406 Secured Mortgages and Notes Payable - Ending $63985 |