Glendale Arizona Historical Society in Glendale, Arizona (AZ)

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Glendale Arizona Historical Society
Employer Identification Number (EIN)942894991
Name of OrganizationGlendale Arizona Historical Society
In Care of NameMartha Cole
AddressPo Box 5606, Glendale, AZ 85312
Websitehttp://www.glendalearizonahistoricalsociety.com
ActivitiesMuseum, zoo, planetarium, etc.
SubsectionEducational Organization
Ruling Date07/1983
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$0
Income$0
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$1,094,716
Amount of Income$36,599
Form 990 Revenue Amount$36,599
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2014: $36,599
This organization: 

 $36,599
Other organizations performing similar types of work: 

 $218,607

Assets in 2014: $1,094,716
Glendale Arizona Historical Society: 

 $1,094,716
Other organizations performing similar types of work: 

 $961,312

Expenses in 2012: $44,294
Glendale Arizona Historical Society: 

 $44,294
Other organizations performing similar types of work: 

 $159,230

Income to expenses ratio in 2012: 0.8
This organization: 

 0.8
Other organizations performing similar types of work: 

 1.3

Expenses allocated to program services in 2006: 86.8%
This organization: 

 86.8%
Other organizations performing similar types of work: 

 74.7%

Number of employees in 2012: 3
Glendale Arizona Historical Society: 

 3
Other organizations performing similar types of work: 

 4

Grants share in income in 2012: 14.2%
Glendale Arizona Historical Society: 

 14.2%
Other organizations performing similar types of work: 

 29.9%

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Support schedule

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$43,838
Contributions, Gifts, Grants and Other Similar Amounts$6,210
Program Service Revenue$37,333
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$185
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$110
Gross sales of inventory, less returns and allowances$110
Less: cost of goods sold$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2012)
Total functional expenses$44,294
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$20,243
Payroll taxes$2,373
Professional fundraising services$0
Other$21,678
Balance Sheet (for 2012)
Total assets$1,091,068
Total liabilities$6,301
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$6,301
Total net assets or fund balances$1,084,766
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Support Schedule for Organizations Described in Section 509(a)(2) (for 2012)
2008 - 2012 Total
Total support$392,958
Gifts, grants, contributions, and membership fees received$39,966
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$146,543
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$200,217
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources and Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$4,328
Other$1,904
Revenue, Expenses, and Changes in Net Assets or Fund Balances
200120022003200420052006
Total revenue$140,225$75,960$142,623$45,949$57,307$36,599
Contributions, gifts, grants, and similar amounts received$111,330$48,768$114,757$28,288$27,431$15,131
Contributions to donor advised funds$0
Direct public support$31,393$26,576$28,788$22,963$27,431$15,131
Indirect public support$0$0$0$0$0$0
Government contributions (grants)$79,936$22,192$85,969$5,325$0$0
Program service revenue including government fees and contracts$22,685$26,125$27,275$16,375$29,090$19,692
Membership dues and assessments$0$0$0$0$0$0
Interest on savings and temporary cash investments$1,590$1,118$992$1,123$910$1,097
Dividends and interest from securities$0$0$0$0$0$0
Net rental income or (loss)$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-241$-150$-339$68$-160$0
Gross amount from sales of assets other than inventory$246$210$150$130$155$0
Less: cost or other basis and sales expenses$487$360$489$62$315$0
Net income or (loss) from special events and activities$4,615$0$48$0$0$108
Gross revenue$6,136$0$636$0$0$108
Less: direct expenses other than fundraising expenses$1,521$0$587$0$0$0
Gross profit or (loss) from sales of inventory$245$97$-110$94$36$571
Gross sales of inventory, less returns and allowances$838$125$100$129$203$2,641
Less: cost of goods sold$592$27$210$34$167$2,070
Other revenue$0$0$0$0$0$0
Total expenses$49,257$39,665$124,685$76,889$46,602$31,944
Program services$44,364$36,139$121,236$73,279$43,115$27,721
Management and general$4,893$3,526$3,449$3,609$3,487$4,223
Fundraising$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0
Net assets or fund balances at end of year$1,056,064$1,092,358$1,110,296$1,079,356$1,090,061$1,094,716
Excess or (deficit) for the year$90,968$36,294$17,938$-30,939$10,705$4,655
Net assets or fund balances at beginning of year$965,095$1,056,064$1,092,358$1,110,296$1,079,356$1,090,061
Other changes in net assets or fund balances$0$0$0$0$0$0
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$31,944$27,721$4,223$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$12,874$11,475$1,399$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$583$520$63$0
Payroll taxes$985$878$107$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$3,604$2,892$712$0
Telephone$1,620$1,230$390$0
Postage and shipping$469$396$73$0
Occupancy$5,244$4,493$751$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$1,413$1,277$136$0
Travel$0$0$0$0
Conferences, conventions, and meetings$254$229$25$0
Interest$0$0$0$0
Depreciation, depletion, etc.$2,513$2,129$384$0
Other expenses not covered above$2,385$2,202$183$0
Balance Sheets
200120022003200420052006
Total assets$1,060,314$1,099,033$1,114,446$1,084,356$1,092,461$1,100,566
Cash - non-interest-bearing$11,901$46,221$47,929$10,103$18,233$22,901
Savings and temporary cash investments$30,030$31,149$42,955$40,008$40,918$42,015
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0$0$0
Investments - publicly-traded securities$0
Investments - other securities$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$925,459$927,582$925,751$931,789$929,717$929,436
Other assets, including program-related investments$92,921$94,079$97,809$102,455$103,593$106,214
Total liabilities$4,250$6,675$4,150$5,000$2,400$5,850
Accounts payable and accrued expenses$1,550$2,050$1,250$1,500$800$1,700
Grants payable$0$0$0$0$0$0
Deferred revenue$2,700$4,625$2,900$3,500$1,600$4,150
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0
Total liabilities and net assets/fund balances$1,060,314$1,099,033$1,114,446$1,084,356$1,092,461$1,100,566
Total net assets or fund balances$1,056,064$1,092,358$1,110,296$1,079,356$1,090,061$1,094,716
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200120022003200420052006
Total revenue$140,225$75,960$142,623$45,949$57,307$36,599
Total revenue, gains, and other support per audited financial statements$177,162$100,069$166,298$72,215$84,867$92,654
Other expenses$36,937$24,109$23,675$26,266$27,560$56,055
Net unrealized gains on investments$0$0$0$0$0$0
Donated services and use of facilities$36,937$24,109$23,675$26,266$27,560$56,055
Recoveries of prior year grants$0$0$0$0$0$0
Other$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0
Other$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200120022003200420052006
Total expenses$49,257$39,665$124,685$76,889$46,602$31,946
Total expenses and losses per audited financial statements$86,194$63,774$148,360$103,155$74,162$88,001
Other revenue$36,937$24,109$23,675$26,266$27,560$56,055
Donated services and use of facilities$36,937$24,109$23,675$26,266$27,560$56,055
Prior year adjustments$0$0$0$0$0$0
Losses$0$0$0$0$0$0
Other$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0
Other$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20062
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$20,789$679
Program service revenue
Program service revenue 1000000$0Income from an activity in which labor is a material income-producing factor and substantially all (at least 85%) of the work is performed with unpaid labor (section 513(a)(1))$19,650$0
Program service revenue 2000000$0Royalty income excluded by section 512(b)(2)$42$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,097$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$108
Gross profit or (loss) from sales of inventory000000$000$0$571
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
200020012002200320042005
Total$59,835$80,100$66,034$70,316$61,956$71,709
Gifts, grants, and contributions received$2,492$7,544$9,927$14,104$12,831$8,149
Membership fees received$3,120$2,395$2,830$2,140$3,271$3,600
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$29,701$31,597$27,957$30,005$18,418$31,490
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$1,255$1,590$1,119$992$1,123$910
Net income from unrelated business activities not included above$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$22,827$36,937$24,109$23,075$26,266$27,560
Other income$440$37$92$0$47$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Prescott Frontier Days Inc848 Rodeo Drive, Prescott, AZ 86305AZ1980-12$987,226
2Gilbert Historical Society IncPO BOX 1484, Gilbert, AZ 85299-1484AZ1980-10$179,619
3Yamhill County Historical SocietyPO BOX 484, Lafayette, OR 97127-0484OR1971-01$153,941
4Washington County Historical And Fine Arts Tr Inc135 W Washington St, Hagerstown, MD 21740-4709MD1977-05$122,791
5Glendale Arizona Historical SocietyPo Box 5606, Glendale, AZ 85312AZ1983-07$36,599
6Wreaths Across America4 Point Street, Columbia Falls, ME 04623ME2007-08$4,668,061
7National Society Of The Colonial Dames Of America Inthe Commonwealh, Pennsylvania State Socirety Colonial Dames Of The Seventh Century34 White Birch Road, Dalton, PA 18414PA1973-01$1,271,269
8The Woodrow Wilson Presidential Library FoundationPO BOX 24, Staunton, VA 24402-0024VA1939-10$1,139,807
9Visalian Friends Of The Fox Theatre, Friends Of The Fox Theatre308 W Main St, Visalia, CA 93291-6243CA1997-05$1,037,129
10Washington Trust For Historic Preservation1204 Minor Ave, Seattle, WA 98101-2825WA1977-05$663,910
11National Society Colonial Dames Xvii Century5126 Boone Links Lane, Columbus, GA 31909GA1963-03$584,792
12Ward Melville Heritage Organization LtdPO BOX 572, Stony Brook, NY 11790-0572NY1998-09$565,144
13Woodlands Trust For Historic Preservation4000 Woodland Ave, Philadelphia, PA 19104-4560PA1998-10$500,144
14Virginia Civil War Trails Inc401 N 3rd St, Richmond, VA 23219-1705VA2000-05$483,807
15The Rose Island Lighthouse Foundation IncPO BOX 1419, Newport, RI 02840-0014RI1986-02$449,656
16Webb County Heritage Foundation Inc500 Flores, Laredo, TX 78040-5800TX1980-11$405,739
17National Society Of Colonial Dames1417 Woodbury Drive, Liberty, MO 64068-1266MO1967-01$400,494
18Theodore Roosevelt AssnPO BOX 719, Oyster Bay, NY 11771-0719NY2000-02$399,794
19Educational Archive Resoure Inc109 S Rita Ln, Chandler, AZ 85226-4873AZ2004-07$0
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Number of organizations performing similar types of work
Alaska3
Alabama6
Arkansas5
Arizona5
California30
Colorado6
Connecticut17
District of Columbia13
Delaware5
Florida11
Georgia14
Hawaii4
Iowa10
Idaho1
Illinois15
Indiana13
Kansas8
Kentucky11
Louisiana7
Massachusetts20
Maryland12
Maine11
Michigan9
Minnesota7
Missouri13
Mississippi7
Montana3
North Carolina14
North Dakota1
Nebraska2
New Hampshire4
New Jersey10
New Mexico2
New York53
Ohio24
Oklahoma5
Oregon10
Pennsylvania33
Rhode Island8
South Carolina7
South Dakota3
Tennessee9
Texas30
Utah3
Virginia26
Vermont7
Washington11
Wisconsin12
West Virginia8
Total548

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