CALIFORNIA HISTORICAL ARTILLERY SOCIETY: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HISTORICAL ARTILLERY SOCIETY (EIN 77-0480342)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-31
- IRS object ID
- 202310319349200956
- Schema version
- 2021v4.1
- 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 | 2023-01-31T13:02:40-08:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680416775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David J Fisher CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Professional Center Dr 111 | AddressLine1Txt |
| City | Rohnert Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770480342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HISTORICAL ARTILLERY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9257888071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 HILLRISE PLACE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN GINOS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | GINOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Fisher | PreparerPersonNm |
| PTIN | P00234317 | PTIN |
| Phone | 7075889700 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | 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.warhorse.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $65,628 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $32,305 | ContributionsGiftsGrantsEtcAmt |
| Sale Of Assets Gross | $30,380 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $7,951 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $22,429 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,412 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$1,412 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $2,943 | OtherRevenueTotalAmt |
| Total Revenue | $56,265 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,190 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $61 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $62,517 | OtherExpensesTotalAmt |
| Total Expenses | $63,768 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,503 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $142,986 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$50,059 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $85,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,440 | BOYAmt |
| EOY | $27,795 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,546 | BOYAmt |
| EOY | $57,629 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,986 | BOYAmt |
| EOY | $85,424 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,986 | BOYAmt |
| EOY | $85,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATIONAL PORTRAYALS OF MOUNTED ARTILLERY UNITS IN USE FROM 1840 THROUGH 1918. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | EDUCATIONAL PORTRAYALS OF MOUNTED ARTILLERY UNITS IN USE FROM 1840 THROUGH 1918. C.H.A.S. PROVIDES THREE HORSE DRAWN ARTILLERY TEAMS, (EACH TEAM COMPRISED OF 6 HORSES, A CANNON, A LIMBER, 3 DRIVERS AND 6 CANNONEERS) TO DEMONSTRATE HISTORICALLY ACCURATE MOUNTED ARTILLERY TEAMS IN USE FROM 1840 THROUGH 1918.THE FOCUS IS CIVIL WAR BATTLE TACTICS AND UNIFORM DEMONSTRATED DURING CIVIL WAR REENACTMENTS WHICH ARE HELD IN CALIFORNIA AND ON THE EAST COAST. AN AUTHENTIC CIVIL WAR CAMP SITE IS ESTABLISHED TO SHOW LIVING HISTORY SCENARIOS OF THE CIVIL WAR SOLDIER'S DAILY LIFE.EXHIBITS, DEMONSTRATIONS AND LIVING HISTORY PRESENTATIONS OF THE CIVIL WAR ARTILLERY METHODS AND EQUIPMENT ARE PROVIDED FOR PUBLIC EDUCATION. IN ADDITION, THE TEAM DOES DEMONSTRATIONS FOR CIVIC HISTORIC DAYS AT THE CALIFORNIA STATE CAPITOL AND IN VARIOUS CITIES THROUGHOUT CALIFORNIA. C.H.A.S. HAS PROVIDED EDUCATIONAL EXHIBITS AT SCHOOL SITES, WITH PRESENTERS WHO TEACH THE STUDENTS ABOUT CIVIL WAR HISTORY. A NEWSLETTER IS PUBLISHED TO INFORM MEMBERS OF THE UPCOMING SCHEDULE AND TO GIVE HISTORICAL INFORMATION FOR AUTHENTIC LIVING HISTORY IMPRESSIONS. THE WEB SITE, WWW.WARHORSE.ORG, PROVIDES A PUBLIC LINK TO OUR ORGANIZATION. THE NUMBER OF PUBLIC SPECTATORS AND SCHOOL CHILDREN VIEWING THE LIVING HISTORY DEMONSTRATIONS APPROXIMATES 150,000 ANNUALLY. HORSE RESCUE OPERATION PROVIDES A HOME, FOOD, VET CARE AND WORK FOR HORSES WHO WOULD OTHERWISE BE DESTROYED AFTER THEY ARE TOO OLD TO SERVICE AS HARNESS RACING HORSES.TO DATE, OVER SIXTY HORSES HAVE BEEN RESCUED. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $31,135 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,135 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TED MILJEVICH | ||
| President | 10.00 | $0 |
| SCOTT FOSTER | ||
| Recording Secr. | 5.00 | $0 |
| TERRY THOMPSON | ||
| Vice President | 6.00 | $0 |
| JUDITH BOLING | ||
| Corresp. Secr. | 4.00 | $0 |
| ALAN GINOS | ||
| Treasurer | 7.00 | $0 |
| EVELYN OWENS | ||
| Member At Large | 6.00 | $0 |
| KEN DOMBROSKI | ||
| MEMBER AT LARGE | 6.00 | $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 | ALAN GINOS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 HILLRISE PLACE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945984063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257888071 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,982 | CurrentTaxYearAmt |
| Total | $361,025 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,982 | CurrentTaxYearAmt |
| Total | $361,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $361,025 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133 | CurrentTaxYearMinus3YearsAmt |
| Total | $404 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,780 | CurrentTaxYearMinus1YearAmt |
| Total | $9,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $371,409 | TotalSupportAmt |
| Public Support CY170 | 0.97200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Statement Note 1 | PRIOR-PERIOD ADJUSTMENTTAXPAYER HAS ADJUSTED THE ORGANIZATION'S HISTORICAL FUND BALANCE BY ($50,059) AS A PRIOR-PERIOD ADJUSTMENT. THE OFFSETTING ADJUSTMENT WAS TO INCREASE ACCUMULATED DEPRECIATION FROM PRIOR-YEARS TO AGREE WITH THE DEPRECIATION SCHEDULE FOR THE YEAR ENDED SEPTEMBER 30, 2022.THE PRIOR-PERIOD ADJUSTMENT RELATES TO PRIOR-YEARS TAX RETURNS AND DOES NOT IMPACT THE INCOME OR EXPENSES REPORTED FOR THE YEAR ENDED SEPTEMBER 30, 2022. |
| Other Revenue.1 | MERCHANDISE SALES $2943 |
| Other Expenses.1002 | Office Expenses $418 |
| Other Expenses.1009 | Depreciation $25286 |
| Other Expenses.1012 | Insurance $3621 |
| Other Expenses.1 | REPAIRS & MAINTENANCE $13897 |
| Other Expenses.2 | VETERINARY EXPENSE $7517 |
| Other Expenses.3 | HORSE CARE $6904 |
| Other Expenses.4 | TRANSPORTATION $2219 |
| Other Expenses.5 | DMV LICENSES $1436 |
| Other Expenses.6 | WEBSITE EXPENSES $540 |
| Other Expenses.7 | EVENT RATIONS $393 |
| Other Expenses.8 | SUPPLIES $205 |
| Other Expenses.10 | CORPORATE FUNDRAISING $56 |
| Other Expenses.11 | CORPORATE TAXES & FEES $25 |
| Other Assets.1001 | Automobiles - Beginning $33150 Automobiles - Ending $20877 |
| Other Assets.1003 | Machinery and Equipment - Beginning $56011 Machinery and Equipment - Ending $28836 |
| Other Assets.1004 | Miscellaneous - Beginning $45385 Miscellaneous - Ending $7916 |