THREE RIVERS HISTORICAL SOCIETY: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THREE RIVERS HISTORICAL SOCIETY (EIN 77-0308206)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-08-21
- IRS object ID
- 202012349349200116
- Schema version
- 2019v5.0
- 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 | 2020-08-21T08:55:39-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770328300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN J PALMER & CO | 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 | 932777607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | THOMAS MARSHALL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J PALMER | PreparerPersonNm |
| PTIN | P00025325 | PTIN |
| Phone | 5596276142 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | 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 | $51,349 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $23,221 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $3,095 | MembershipDuesAmt |
| Investment Income | $69 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $16,868 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $6,261 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,607 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $7,736 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,660 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $3,076 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $360 | OtherRevenueTotalAmt |
| Total Revenue | $40,428 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,315 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $19,045 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $567 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $12,788 | OtherExpensesTotalAmt |
| Total Expenses | $33,715 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,713 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $364,614 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $371,327 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,067 | BOYAmt |
| EOY | $68,186 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,955 | BOYAmt |
| EOY | $372,348 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,473 | BOYAmt |
| EOY | $4,473 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,495 | BOYAmt |
| EOY | $445,007 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,881 | BOYAmt |
| EOY | $73,680 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,614 | BOYAmt |
| EOY | $371,327 | 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 |
| Grants And Allocations | $4,660 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,660 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| THOMAS MARSHALL | ||
| BOARD PRESIDENT | 30.00 | $0 |
| RHONDA MARSHALL | ||
| SEC/TREASURER | 30.00 | $0 |
| NANCY BRUNSON | ||
| VICE PRESIDENT | 10.00 | $0 |
| SUSAN WOLFF | ||
| Director | 8.00 | $0 |
| JOHN CRAIN | ||
| Director | 6.00 | $0 |
| ROBERT BURKE | ||
| Director | 6.00 | $0 |
| JACKIE TUTTLE | ||
| Director | 8.00 | $0 |
| KIMBERLY KAULING | ||
| Director | 4.00 | $0 |
| LOUISE JACKSON | ||
| 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 | THOMAS MARSHALL | 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 | $29,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,615 | CurrentTaxYearAmt |
| Total | $269,249 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,604 | CurrentTaxYearAmt |
| Total | $59,579 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,982 | CurrentTaxYearAmt |
| Total | $59,365 | 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 | $48,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,201 | CurrentTaxYearAmt |
| Total | $388,193 | 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 | $388,193 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69 | CurrentTaxYearAmt |
| Total | $302 | 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 | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69 | CurrentTaxYearAmt |
| Total | $302 | 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 | $1,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360 | CurrentTaxYearAmt |
| Total | $7,330 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,630 | CurrentTaxYearAmt |
| Total | $395,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97450 | PublicSupportPY509Pct |
| Investment Income CY | 0.00080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts Event1 | $16,868 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,868 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,261 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,868 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,868 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,261 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,261 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,607 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | REIMB. EXP. INC. $360 |
| Other Expenses.1002 | Office Expenses $670 |
| Other Expenses.1005 | Travel $24 |
| Other Expenses.1 | Int Expense $4905 |
| Other Expenses.2 | Equipment Lease/Maintenance $2464 |
| Other Expenses.3 | Sales Tax $1843 |
| Other Expenses.4 | Operational Expenses $968 |
| Other Expenses.5 | Auto Expense $619 |
| Other Expenses.6 | Supplies $509 |
| Other Expenses.7 | SQUARE FEES $463 |
| Other Expenses.10 | Misc Expense $260 |
| Other Expenses.11 | Personal Property Tax $63 |
| Other Assets.1010 | Inventories - Beginning $4373 Inventories - Ending $4373 |
| Other Assets.2 | SUPPLIES ON HAND - Beginning $100 SUPPLIES ON HAND - Ending $100 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $945 |
| Total Liabilities.1007 | Secured Mortgages and Notes Payable - Beginning $74881 Secured Mortgages and Notes Payable - Ending $72735 |