SAN CLEMENTE HISTORICAL SOCIETY: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAN CLEMENTE HISTORICAL SOCIETY (EIN 23-7389446)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-10
- IRS object ID
- 201502539349200225
- Schema version
- 2014v5.0
- 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 | 2015-09-10T10:54:20-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dale Larsen EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 Avenida San Fernando | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237389446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Clemente Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANC | BusinessNameControlTxt |
| Phone | 9494929684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 283 | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Raad Ghantous | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dale Larsen EA | PreparerPersonNm |
| PTIN | P00031041 | PTIN |
| Phone | 9494984076 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | Hybrid | MethodOfAccountingOtherDesc |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | sanclementehistoricalsociety.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $9,960 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,113 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $927 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Gross Sales Of Inventory | $1,920 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,026 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $894 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $8,934 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $250 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $6,006 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,150 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,029 | OtherExpensesTotalAmt |
| Total Expenses | $11,435 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,501 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $76,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,939 | BOYAmt |
| EOY | $78,749 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,323 | BOYAmt |
| EOY | $4,941 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,262 | BOYAmt |
| EOY | $83,690 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17 | BOYAmt |
| EOY | $9,946 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,245 | BOYAmt |
| EOY | $73,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Stewards, protectors and advocators of the city's rich history | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Fostered an awareness of our community's unique heritage by continuing to supply all local third graders with a San Clemente history textbook "From Fishcarts to Fiestas." Operated a monthly street fair booth to display and sell historic photos and educate the public about the importance of preserving our historic resources. We also conducted and guided tours of our city. Published articles in magazines and newspapers promoting appreciation of our culture and early history. Co-authored an "Images of America" book on San Clemente using historic photos and stories from the past. | $4,326 |
| Historic resource preservation. Through direct mail, e-mail, magazine & newspaper articles, residents were alerted of pending issues affecting historic structures. We also sponsor and conduct a Candidates Forum, enabling the public to gauge the potential city leaders' views and support for historic preservation and its related issues. Keep city representatives aware of issues that could affect historic preservation efforts by attending Planning Commission and City Council meetings and writing letters to our representatives. Safeguards San Clemente's historical artifacts temporarily in storage until the museum can be reopened. | $7,809 |
| Landmarks on Del Mar is a public art project beautifying the heart of San Clemente the unique shopping and dining area along Avenida Del Mar. Eight pedestrian rest areas will display spectacular tile images of the city's most romantic and significant Spanish Colonial Revival buildings. This project is being done in conjunction with the Downtown Business Association and the City of San Clemente. | $325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,460 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Larry Culbertson | ||
| Vice President | 0 | $0 |
| Mary Ann Comes | ||
| Secretary | 0 | $0 |
| Raad Ghantous | ||
| President | 0 | $0 |
| Marilyn Wigglesworth | ||
| Treasurer | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dale K Larsen EA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 Avenida San Fernando | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494984076 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $27,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,113 | CurrentTaxYearAmt |
| Total | $80,284 | 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 | $27,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,113 | CurrentTaxYearAmt |
| Total | $80,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,344 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,940 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $927 | CurrentTaxYearAmt |
| Total | $1,923 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,207 | TotalSupportAmt |
| Public Support CY170 | 0.63180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $66 |
| Other Expenses.1012 | Insurance $1720 |
| Other Expenses.2 | Membership Meetings $400 |
| Other Expenses.3 | Museum Artifact moved $400 |
| Other Expenses.4 | Landmarks on Del Mar $325 |
| Other Expenses.5 | Dues & Subscriptions $50 |
| Other Expenses.6 | Bank Charges $48 |
| Other Expenses.7 | Licenses, Taxes $20 |
| Other Assets.1005 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $110 |
| Other Assets.1010 | Inventories - Beginning $5323 Inventories - Ending $4831 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $17 Accounts Payable and Accrued Expenses - Ending $64 |
| Total Liabilities.1 | Landmarks Pledge - Beginning $0 Landmarks Pledge - Ending $9882 |