SAN CLEMENTE HISTORICAL SOCIETY: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAN CLEMENTE HISTORICAL SOCIETY (EIN 23-7389446)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-01
- IRS object ID
- 201212759349200331
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-01T18:51:41-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dale Larsen EA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 Avenida San Fernando | AddressLine1 |
| City | San Clemente | City |
| State | CA | State |
| ZIP Code | 92672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237389446 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Clemente Historical Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANC | NameControl |
| Phone | 9494929684 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 283 | AddressLine1 |
| City | San Clemente | City |
| State | CA | State |
| ZIP Code | 92674 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Georgette Korsen | Name |
| Title | President | Title |
| Date Signed | 2012-10-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dale Larsen EA | Name |
| Phone | 9494984076 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | Hybrid | MethodOfAccountingOther |
| Web Site | sanclementehistoricalsociety.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 39784 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 20997 | ContributionsGiftsGrantsEtc |
| Investment Income | 261 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 13469 | FundraisingGrossIncome |
| Special Events Direct Expenses | 20968 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -7499 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 5057 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2258 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 2799 | GroProfitLossSalesOfInventory |
| Total Revenue | 16558 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 562 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 4489 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 3803 | PrintingPublicationsPostage |
| Other Expenses Total | 9970 | OtherExpensesTotal |
| Total Expenses | 18824 | TotalExpenses |
| Excess Or Deficit For Year | -2266 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 87249 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 84983 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99527 | BOY |
| EOY | 78709 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2812 | BOY |
| EOY | 6381 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102339 | BOY |
| EOY | 85090 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15090 | BOY |
| EOY | 107 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87249 | BOY |
| EOY | 84983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Stewards, protectors and advocators of the city's rich history | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| 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. | 7554 |
| 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 Candates 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. | 4489 |
| 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. | 4178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 16221 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Dale Larsen | ||||||
| 135 Avenida San Fernando | San Clemente | CA | 92672 | Acting Treasure | 0 | 0 |
| Michael Cotter | ||||||
| 229 Avenida Del Mar | San Clemente | CA | 92672 | Vice President | 0 | 0 |
| Mary Ann Comes | ||||||
| 2145 Via Teca | San Clemente | CA | 92673 | Secretary | 0 | 0 |
| Georgette Korsen | ||||||
| 245 Calle Familia | San Clemente | CA | 92672 | President | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dale K Larsen EA | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 Avenida San Fernando | AddressLine1 |
| City | San Clemente | City |
| State | CA | State |
| ZIP Code | 92672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9494984076 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47529 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20997 | CurrentTaxYear |
| Total | 173164 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47529 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20997 | CurrentTaxYear |
| Total | 173164 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 79734 | AmountsSubstContributorsTotal |
| Public Support Total170 | 93430 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 70 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1414 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 428 | CurrentTaxYearMinus1Year |
| Current Tax Year | 261 | CurrentTaxYear |
| Total | 2173 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 175337 | TotalSupport |
| Gross Receipts From Admissions Etc | 9694 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.53290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58390 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Restricted Contributions - Beginning $15000 Restricted Contributions - Ending $0 |
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $90 Accounts Payable and Accrued Expenses - Ending $107 |
| Form 990-EZ, Part II, Line 24.1011 | Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $204 Prepaid Expenses and Deferred Charges - Ending $0 |
| Form 990-EZ, Part II, Line 24.1010 | Other Assets.1010 | Inventories - Beginning $2581 Inventories - Ending $5903 |
| Form 990-EZ, Part II, Line 24.1005 | Other Assets.1005 | Accounts Receivable - Beginning $27 Accounts Receivable - Ending $478 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | Bank Charges $1 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Telephone $262 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Landmarks on Del Mar $7554 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1711 |
| Form 990-EZ, Part I, Line 16.1003 | Other Expenses.1003 | Information Technology $117 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $9 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $316 |