Nonprofit · EIN 95-3326699
HISTORICAL SOCIETY OF PALM DESERT
Tax-exempt · PALM DESERT, CA 92261
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $23,383 | $41,486 | -$18,103 | $206,740 | $1,083 | $205,657 |
| June 30, 2024 | 990-EZ | $44,859 | $27,810 | $17,049 | $224,164 | $404 | $223,760 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,733
- Program service revenue
- $4,009
- Investment income
- $3,255
- Net income from fundraising events
- $1,386
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $800
- Printing, publications and postage
- $1,385
- Other expenses
- $39,301
- Program services (functional)
- $35,798
Balance sheet and other
- Total assets, start of year
- $224,164
- Total assets, end of year
- $206,740
- Total liabilities, end of year
- $1,083
- Net assets, end of year
- $205,657
- Cash, savings and investments
- $201,280
- Gross receipts
- $27,607
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID TOLTZMANN | President | 15 | $0 |
| BEVERLY JAMES | Vice President | 15 | $0 |
| MERILEE COLTON | Secretary | 15 | $0 |
| TRACEY MACDONALD | Treasurer | 15 | $0 |
| LINDA HOLDEN CLODE | BOARD MEMBER | 4 | $0 |
| CHARLIE FRANKS | BOARD MEMBER | 4 | $0 |
| DON GRAYBILL | BOARD MEMBER | 4 | $0 |
| JOELLEN HUGHES | BOARD MEMBER | 4 | $0 |
| BARBARA KEEDY-EASTES | BOARD MEMBER | 4 | $0 |
| ROB PITCHFORD | BOARD MEMBER | 4 | $0 |
| NERL PORRAS | BOARD MEMBER | 4 | $0 |
| CHRISTAL PROKAY | BOARD MEMBER | 4 | $0 |
| LESLIE ROTH | BOARD MEMBER | 4 | $0 |
| ERIKA SHARP | BOARD MEMBER | 4 | $0 |
990-EZ for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID TOLTZMANN | President | 15 | $0 |
| BEVERLY JAMES | Vice President | 15 | $0 |
| MERILEE COLTON | Secretary | 15 | $0 |
| TRACEY MACDONALD | Treasurer | 15 | $0 |
| LINDA HOLDEN CLODE | BOARD MEMBER | 4 | $0 |
| CHARLIE FRANKS | BOARD MEMBER | 4 | $0 |
| DON GRAYBILL | BOARD MEMBER | 4 | $0 |
| JOELLEN HUGHES | BOARD MEMBER | 4 | $0 |
| BARBARA KEEDY-EASTES | BOARD MEMBER | 4 | $0 |
| ROB PITCHFORD | BOARD MEMBER | 4 | $0 |
| NERL PORRAS | BOARD MEMBER | 4 | $0 |
| CHRISTAL PROKAY | BOARD MEMBER | 4 | $0 |
| LESLIE ROTH | BOARD MEMBER | 4 | $0 |
| ERIKA SHARP | BOARD MEMBER | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 77, PALM DESERT, CA 92261-0077
- Mailing address (990-N for 2024)
- PO Box 77, Palm Desert CA 92260
- Principal officer (990-N for 2024)
- Tracey Elizabeth MacDonald, 610 Desert West Dr, Rancho Mirage CA 92270
- Signed the 990-EZ
- TRACEY MACDONALD, Treasurer
- Phone
- (760) 346-6588
- Website
- www,hspd.org
- Return prepared by
- The Practice Certified Public Accountant
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3326699 or by the name HISTORICAL SOCIETY OF PALM DESERT.
- 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 COLLECT, PRESERVE, AND RECORD THE HISTORY OF OUR CITY AND COMMUNITIES, AND TO PROVIDE ACCESS TO THE SOCIETY'S ARCHIVES AND ARTIFACTS THROUGH EXHIBITS, PUBLICATIONS, PROGRAMS AND EVENTS.
Program accomplishments
- PROMOTION AND PRESERVATION THROUGH ARCHIVING DOCUMENTS AND ARTIFACTS, AS WELL AS PROVIDING ACCESS TO HISTORICAL INFORMATION THROUGH EXHIBITS, PUBLICATIONS, PROGRAMS, AND EVENTS.Expenses $35,798
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-3326699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $206,740
- Income (IRS master file)
- $27,607
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: Tracey Elizabeth MacDonald | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $23,383 | $41,486 | $206,740 | XML |
| 990-EZ | June 2024 | $44,859 | $27,810 | $224,164 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
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 95-3326699).
Questions about HISTORICAL SOCIETY OF PALM DESERT
- What is the EIN of HISTORICAL SOCIETY OF PALM DESERT?
- The employer identification number (EIN) of HISTORICAL SOCIETY OF PALM DESERT is 95-3326699.
- Is HISTORICAL SOCIETY OF PALM DESERT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to HISTORICAL SOCIETY OF PALM DESERT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORICAL SOCIETY OF PALM DESERT file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of HISTORICAL SOCIETY OF PALM DESERT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORICAL SOCIETY OF PALM DESERT last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of HISTORICAL SOCIETY OF PALM DESERT?
- The 990-N for 2024 names Tracey Elizabeth MacDonald.
- Who are the officers and directors of HISTORICAL SOCIETY OF PALM DESERT?
- The 990-EZ for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does HISTORICAL SOCIETY OF PALM DESERT have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $23,383, expenses of $41,486 and total assets of $206,740 at year end.
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- INDIAN RIDGE COUNTRY CLUB INC EIN 41-2045717 · last filed 990 for 2025
- IRONWOOD COUNTRY CLUB EIN 33-0230082 · last filed 990 for 2025
- XAVIER COLLEGE PREPARATORY HIGH SCHOOL EIN 71-0908497 · last filed 990 for 2025
- DESERT COMMUNITY FOUNDATION EIN 95-4725924 · last filed 990 for 2025