SANTA YNEZ VALLEY JEWISH COMMUNITY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA YNEZ VALLEY JEWISH COMMUNITY (EIN 77-0566014)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-07
- IRS object ID
- 202433129349202663
- 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 | 2024-11-07T15:28:54-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953753524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walker Wilson & Hughen | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201-J East Ocean Avenue | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93436 | 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 | 770566014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA YNEZ VALLEY JEWISH COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8054486783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | LOS OLIVOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY SCALES | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-07 | 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 | BEVERLY J WILSON CPA | PreparerPersonNm |
| PTIN | P00046520 | PTIN |
| Phone | 8057367534 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | WWW.SYVJC.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $157,486 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $119,088 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,877 | ProgramServiceRevenueAmt |
| Investment Income | $258 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $33,263 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $31,077 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $2,186 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $126,409 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $4,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $12,891 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $4,089 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,290 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $666 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $59,738 | OtherExpensesTotalAmt |
| Total Expenses | $82,674 | TotalExpensesAmt |
| Excess Or Deficit For Year | $43,735 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,906 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,641 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,906 | BOYAmt |
| EOY | $110,641 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,580 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,906 | BOYAmt |
| EOY | $117,221 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,580 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,906 | BOYAmt |
| EOY | $110,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO INCREASE INTERACTION AMONG JEWISH PEOPLE IN THE SANTA YNEZ VALLEY, TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS, AND TO ENGAGE IN PHILANTHROPY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| TO INCREASE INTERACTION AMONG JEWISH PEOPLE IN THE SANTA YNEZ VALLEY, TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS, AND TO ENGAGE IN PHILANTHROPY. | $48,311 | |
| TO PROVIDE FUNDS FOR COMMUNITY FOOD DISTRIBUTION PROGRAMS. | $4,000 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,311 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUSIE PIERSON | ||
| President | 5.00 | $0 |
| KATHERINE KOCH | ||
| Vice President | 5.00 | $0 |
| RON MARGOLIS | ||
| Secretary | 5.00 | $0 |
| SHOSHANAH SCHWARTZ | ||
| PROGRAMS VP | 5.00 | $0 |
| NEIL GOODMAN | ||
| Director | 5.00 | $0 |
| SHIRLEY SCALES | ||
| Treasurer | 5.00 | $12,891 |
| ERIC LANE | ||
| Director | 5.00 | $0 |
| ROZANN NEWMAN | ||
| Director | 5.00 | $0 |
| DONNA SMALL | ||
| Director | 5.00 | $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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY SCALES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | LOS OLIVOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054486783 | 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 | $44,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,088 | CurrentTaxYearAmt |
| Total | $342,352 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $41,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,437 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,263 | CurrentTaxYearAmt |
| Total | $109,325 | 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 | $44,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,351 | CurrentTaxYearAmt |
| Total | $451,677 | 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 | $451,677 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $78 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258 | CurrentTaxYearAmt |
| Total | $503 | 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 Minus2 Years | $78 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258 | CurrentTaxYearAmt |
| Total | $503 | 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 Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Total | $10 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,609 | CurrentTaxYearAmt |
| Total | $452,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99930 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLUEGRASS IN THE VINEYARD | Event1Nm |
| Gross Receipts Event1 | $29,220 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $29,220 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,858 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,041 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,418 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $29,220 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $29,220 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,858 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,041 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,418 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,917 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,303 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $205 |
| Other Expenses.1002 | Office Expenses $690 |
| Other Expenses.1012 | Insurance $2299 |
| Other Expenses.1 | RABI PROGRAM SERVICES $22599 |
| Other Expenses.2 | VARIOUS PROGRAMS $18050 |
| Other Expenses.3 | CANTORIAL SOLOIST $5500 |
| Other Expenses.4 | PRES/RABBI SPECIAL NEEDS EXP $3190 |
| Other Expenses.5 | UNION FOR REFORM JADAISM $2217 |
| Other Expenses.6 | NEWSLETTER/WEBSITE $2019 |
| Other Expenses.7 | MEMBER MEETINGS $1769 |
| Other Expenses.8 | DONATIONS $618 |
| Other Expenses.10 | GIFTS $422 |
| Other Expenses.11 | DUES AND SUBSCRIPTIONS $160 |
| Other Assets.1 | PRES/RABBI SPEC NEEDS - Beginning $0 PRES/RABBI SPEC NEEDS - Ending $3337 |
| Other Assets.2 | SECURITY FUND ASSET - Beginning $0 SECURITY FUND ASSET - Ending $3243 |
| Total Liabilities.1 | PRES/RABBI SPEC NEEDS - Beginning $0 PRES/RABBI SPEC NEEDS - Ending $3337 |
| Total Liabilities.2 | SECURITY FUND - Beginning $0 SECURITY FUND - Ending $3243 |