Nonprofit · EIN 23-7087913
SANTA MARIA VALLEY HISTORICAL SOCIETY
Tax-exempt · SANTA MARIA, CA 93454
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $73,647 | $69,179 | $4,468 | $143,245 | $46 | $143,199 |
| December 31, 2024 | 990-EZ | $83,584 | $57,888 | $25,696 | $138,801 | $70 | $138,731 |
| December 31, 2023 | 990-EZ | $80,411 | $62,462 | $17,949 | $113,043 | $8 | $113,035 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $45,018
- Membership dues
- $9,120
- Investment income
- $7,840
- Net income from fundraising events
- $9,161
- Net income from sales of inventory
- $2,361
- Other revenue
- $147
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $40,804
- Professional fees and payments to contractors
- $3,211
- Printing, publications and postage
- $1,208
- Other expenses
- $23,956
- Program services (functional)
- $69,179
Balance sheet and other
- Total assets, start of year
- $138,801
- Total assets, end of year
- $143,245
- Total liabilities, end of year
- $46
- Net assets, end of year
- $143,199
- Cash, savings and investments
- $129,735
- Gross receipts
- $91,516
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brooke Bradley | President | 2 | $0 |
| Dave Cross | Vice President | 2 | $0 |
| Tammy Jo Widle | Secretary | 2 | $0 |
| Sharon Frizzell | Treasurer | 2 | $0 |
| Pam Paxton | Member | 2 | $0 |
| Manning Semiatin | Member | 2 | $0 |
| Bob Nelson | Member | 0 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brooke Bradley | President | 2 | $0 |
| Dave Cross | Vice President | 2 | $0 |
| Tammy Jo Halliburton | Secretary | 2 | $0 |
| Sharon Frizzell | Treasurer | 2 | $0 |
| Pam Paxton | Member | 2 | $0 |
| Edward Hazard | Member | 2 | $0 |
| Roy Reed | Member | 0 | $0 |
| Manning Semiatin | Member | 2 | $0 |
| Bob Nelson | Member | 0 | $0 |
| Jason Blanco | Member | 0 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brooke Bradley | President | 2 | $0 |
| Jim Zemaitis | Member | 2 | $0 |
| Dave Cross | Vice President | 2 | $0 |
| Kathy Wilding | Member | 2 | $0 |
| Pam Paxton | Secretary | 2 | $0 |
| Sharon Frizzell | Treasurer | 2 | $0 |
| Norm Hays | Member | 2 | $0 |
| Edward Hazard | Member | 2 | $0 |
| JoAnn McBride | Member | 2 | $0 |
| Cheryl Morris | Member | 2 | $0 |
| Manning Semiatin | Member | 2 | $0 |
| Shirley Contreras | Member | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 616 S BROADWAY, SANTA MARIA, CA 93454-5111
- Mailing address (990-N for 2011)
- 616 So Broadway, Santa Maria CA 93454
- Principal officer (990-N for 2011)
- Jim Zemaitis, 616 So Broadway, Santa Maria CA 93454
- Signed the 990-EZ
- Sharon Frizzell, Treasurer
- Phone
- (805) 922-3130
- Website
- santamariahistory.com
- Return prepared by
- MOSS LEVY & HARTZHEIM CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7087913 or by the name SANTA MARIA VALLEY HISTORICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.
Program accomplishments
- To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.Expenses $69,179
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7087913
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $143,245
- Income (IRS master file)
- $91,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $73,647 | $69,179 | $143,245 | XML |
| 990-EZ | December 2024 | $83,584 | $57,888 | $138,801 | XML |
| 990-EZ | December 2023 | $80,411 | $62,462 | $113,043 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Jim Zemaitis | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7087913).
Questions about SANTA MARIA VALLEY HISTORICAL SOCIETY
- What is the EIN of SANTA MARIA VALLEY HISTORICAL SOCIETY?
- The employer identification number (EIN) of SANTA MARIA VALLEY HISTORICAL SOCIETY is 23-7087913.
- Is SANTA MARIA VALLEY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to SANTA MARIA VALLEY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA MARIA VALLEY HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA MARIA VALLEY HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA MARIA VALLEY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of SANTA MARIA VALLEY HISTORICAL SOCIETY?
- The 990-N for 2011 names Jim Zemaitis.
- Who are the officers and directors of SANTA MARIA VALLEY HISTORICAL SOCIETY?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SANTA MARIA VALLEY HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $73,647, expenses of $69,179 and total assets of $143,245 at year end.
Other nonprofits in SANTA MARIA
- CORAZON LATINO EIN 92-2729279 · last filed 990-PF for 2024
- EASTER ISLAND FOUNDATION EIN 95-3220730 · last filed 990 for 2025
- CULTURAL AND CREATIVE ARTS CENTER OF THE SANTA MARIA VALLEY EIN 83-1194567 · last filed 990-EZ for 2025
- ORCUTT CHILDRENS ART FOUNDATION INC EIN 03-0463467 · last filed 990 for 2025
- BASIN STREET REGULARS EIN 87-3488032 · last filed 990 for 2024
- COMITE QUELAGUETZA EIN 83-0460898 · last filed 990 for 2024
- SANTA MARIA MUSEUM OF FLIGHT INC EIN 77-0061985 · last filed 990 for 2024
- NATURAL HISTORY MUSEUM SANTA MARIA CALIFORNIA EIN 77-0419354 · last filed 990-N for 2025
All nonprofits in SANTA MARIA · California · Arts, culture and humanities