THREE RIVERS HISTORICAL SOCIETY: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THREE RIVERS HISTORICAL SOCIETY (EIN 77-0308206)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-13
- IRS object ID
- 202312569349200821
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-13T07:55:47-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | BRUNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $62,041 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $38,805 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $3,185 | MembershipDuesAmt |
| Investment Income | $25 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $6,523 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,899 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $624 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $12,427 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,896 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $7,531 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $1,076 | OtherRevenueTotalAmt |
| Total Revenue | $51,246 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $550 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $22,865 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $15,077 | OtherExpensesTotalAmt |
| Total Expenses | $38,492 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,754 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $396,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $409,393 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,182 | BOYAmt |
| EOY | $84,794 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,670 | BOYAmt |
| EOY | $387,364 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,473 | BOYAmt |
| EOY | $4,618 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,325 | BOYAmt |
| EOY | $476,776 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,686 | BOYAmt |
| EOY | $67,383 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,639 | BOYAmt |
| EOY | $409,393 | 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 (10 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 |
| SUSAN WOLFF | ||
| Director | 8.00 | $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 | $22,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,990 | CurrentTaxYearAmt |
| Total | $175,078 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,444 | CurrentTaxYearAmt |
| Total | $49,036 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,523 | CurrentTaxYearAmt |
| Total | $54,950 | 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 | $50,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,957 | CurrentTaxYearAmt |
| Total | $279,064 | 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 | $279,064 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25 | CurrentTaxYearAmt |
| Total | $233 | 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 | $73 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25 | CurrentTaxYearAmt |
| Total | $233 | 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 | $1,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,076 | CurrentTaxYearAmt |
| Total | $5,047 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,058 | CurrentTaxYearAmt |
| Total | $284,344 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.00080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | REIMB. EXP. INC. $1076 |
| Other Expenses.1002 | Office Expenses $931 |
| Other Expenses.1008 | Interest $4887 |
| Other Expenses.1009 | Depreciation $162 |
| Other Expenses.1012 | Insurance $5444 |
| Other Expenses.1 | Equipment Lease/Maintenance $1841 |
| Other Expenses.2 | Operational Expenses $1076 |
| Other Expenses.3 | BAHWELL DITCH $600 |
| Other Expenses.4 | Personal Property Tax $63 |
| Other Expenses.5 | Telephone $51 |
| Other Expenses.6 | Misc Expense $22 |
| Other Assets.1010 | Inventories - Beginning $4373 Inventories - Ending $4373 |
| Other Assets.2 | SUPPLIES ON HAND - Beginning $100 SUPPLIES ON HAND - Ending $0 |
| Other Assets.3 | UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $245 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1016 Accounts Payable and Accrued Expenses - Ending $977 |
| Total Liabilities.1007 | Secured Mortgages and Notes Payable - Beginning $68670 Secured Mortgages and Notes Payable - Ending $66406 |