San Lorenzo Valley Historical Society in Boulder Creek, California (CA)

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San Lorenzo Valley Historical Society
Employer Identification Number (EIN)943240597
Name of OrganizationSan Lorenzo Valley Historical Society
In Care of NameLynda Phillips
AddressPo Box 576, Boulder Creek, CA 95006-0576
Websitehttp://www.slvmuseum.com
SubsectionCharitable Organization
Ruling Date06/1989
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$418,000
Amount of Income$47,256
Form 990 Revenue Amount$37,705
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations


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Amount of income in 2014: $47,256 (it was $37,705 in 2013)
This organization: 

 $47,256
Other organizations performing similar types of work: 

 $71,328

Assets in 2014: $418,000 (it was $418,000 in 2013)
San Lorenzo Valley Historical Society: 

 $418,000
Other organizations performing similar types of work: 

 $50,799

Expenses in 2013: $42,302
San Lorenzo Valley Historical Society: 

 $42,302
Other organizations performing similar types of work: 

 $47,311

Income to expenses ratio in 2013: 1.1
San Lorenzo Valley Historical Society: 

 1.1
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 38.3%
This organization: 

 38.3%
Other organizations performing similar types of work: 

 7.7%

Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$37,423$39,135$37,705
Contributions, gifts, grants, and similar amounts received$13,536$10,592$14,440
Program service revenue including government fees and contracts$1,039$1,086$1,291
Membership dues and assessments$3,554$3,410$4,980
Investment income$7,342$8,150$1,112
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$9,634$10,635$12,761
Gross income from gaming$0$0$0
Gross income from fundraising events$16,234$16,288$17,691
Less: direct expenses from gaming and fundraising events$6,600$5,653$4,930
Gross profit/loss from sales of inventory$2,318$4,252$2,104
Gross sales of inventory, less returns and allowances$5,371$7,331$6,725
Less: cost of goods sold$3,053$3,079$4,621
Other revenue$0$1,010$1,017
Total expenses$41,102$38,891$42,302
Total net assets$422,394$422,669$418,000
Excess/Deficit for the year$-3,679$244$-4,597
Net assets or fund balances at beginning of year$426,274$422,394$422,669
Other changes in net assets or fund balances$-201$31$-72
Net assets or fund balances at end of year$422,669$418,000
Balance Sheets
201120122013
Total assets$422,394$422,669$418,000
Total liabilities$5$5$5
Net assets or fund balances$422,394$422,669$418,000
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Organizations performing similar types of work
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1Roswell Park Alliance FoundationElm And Carlton St, Buffalo, NY 14263-0001NY1996-08$28,110,672
2Science Foundation Arizona400 E Van Buren St Ste 220, Phoenix, AZ 85004-2223AZ2006-11$7,919,015
3St Andrews Charitable Foundation6633 Delmar Blvd, St Louis, MO 63130-4505MO2008-01$1,344,641
4Tma Support Corporation2427 M L K Jr Ave Se, Washington, DC 20020-5815DC2006-10$709,645
5Rotary Club Of Coralsprings-Parkland Foundation Inc11873 Nw 2nd Ct, Coral Springs, FL 33071-8017FL2007-03$57,467
6St Baldricks Foundation Inc1333 South Mayflower Drive, Monrovia, CA 91016-4066CA2004-12$39,353,266
7Second Harvest Food Bank Of San Joaquin & Stanislaus County Inc704 Industrial Park Dr, Manteca, CA 95337-6116CA1995-06$19,800,000
8Tipping Point Community220 Montgomery St Ste 850, San Francisco, CA 94104-3452CA2005-08$18,241,120
9Xavier College Preparatory High School34200 Cook St, Palm Desert, CA 92211-1620CA2003-02$17,101,748
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12Citizen Engagement Lab Education Fund, Cel Ed Fund2150 Allston Way Suite 360, Berkeley, CA 94704CA2012-09$13,301,253
13Csusb Philanthropic Foundation5500 University Pkwy, Sn Bernrdno, CA 92407-2318CA2011-10$13,289,337
14Foundation For Youth Investment15 N Ellsworth Ave Suite 100, San Mateo, CA 94401-2831CA2010-06$11,986,627
15Gary Sinise FoundationSte 1050, Los Angeles, CA 90067CA2010-10$9,234,572
16Friends Of Family Health Center501 S Idaho St Ste 100, La Habra, CA 90631-6047CA2010-02$6,665,821
17Earth Innovation Institute3180 18th St Ste 205, San Francisco, CA 94110-2042CA2010-11$6,172,175
18Sarah Ketterer Family Foundation15900 Alcima Ave, Pacific Plsds, CA 90272-2404CA2014-07$5,112,219
19Weinstein Family FoundationOne Ferry Building, San Francisco, CA 94111-4209CA1999-07$3,744,220
20Sequoia Foundation2166 Avenida De La Playa Ste D, La Jolla, CA 92037-3238CA1985-10$3,374,200
Number of organizations performing similar types of work
Alaska27
Alabama174
Arkansas88
Arizona257
California1,561
Colorado295
Connecticut213
District of Columbia96
Delaware58
Florida937
Georgia405
Hawaii58
Iowa132
Idaho53
Illinois567
Indiana231
Kansas125
Kentucky138
Louisiana149
Massachusetts427
Maryland313
Maine54
Michigan422
Minnesota256
Missouri285
Mississippi53
Montana52
North Carolina382
North Dakota40
Nebraska93
New Hampshire76
New Jersey563
New Mexico62
Nevada84
New York1,186
Ohio529
Oklahoma149
Oregon175
Pennsylvania493
Rhode Island56
South Carolina163
South Dakota36
Tennessee218
Texas929
Utah116
Virginia393
Vermont41
Washington305
Wisconsin211
West Virginia59
Wyoming40
International30
Total13,855

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