Sharpsteen Museum Foundation

990EZ • Fiscal year 2014 • EIN 91-1772712

Jun 01, 2013 to May 31, 2014 • Filed on Jan 12, 2015

Organization Profile N/A

PO Box 57394515

(707) 942-5916

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

82%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

8.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-23%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$287,645

Up $22,804 (+8.6%) from 2013

Net Assets

$287,645

Up $22,804 (+8.6%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin97th percentile

Revenue

Down

$27,831

Down $8,530 (-23%) from 2013

Expenses

Down

$5,027

Down $6,209 (-55%) from 2013

Net Income

Down

$22,804

Down $2,321 (-9.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$287,645

Liabilities$0

Net Assets$287,645

Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$27,831

Expenses$5,027

Net Income$22,804

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2013 to May 31, 2014
Signed: Jan 12, 2015
Return Version: 2013v4.0
Gross Receipts: $27,831

Mission and Program Overview

Mission

Charitable supporting organization

Program Services

Description	Grants	Expenses
THIS CORPORATION IS ORGANIZED AND AT ALL TIMES WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SHARPSTEEN MUSEUM ASSOCIATION.	$0	$0

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEONARD LABRANCHE JR	Treasurer	-	$0	-	-
GARY HEITZ	President	-	$0	-	-
DIANE BARRETT	Director	-	$0	-	-
SHIRLEY BLOMQUIST	Secretary	-	$0	-	-
ALAN ROGERS	Director	-	$0	-	-
STEVE GALLION	Director	-	$0	-	-
PAUL INGALLS	Vice President	-	$0	-	-

Filing and Contact Details

Filer

EIN: 91-1772712
Phone: 7079425916

Signing Officer

Name: Gary Heitz
Title: President
Phone: 7079425916
Signed: 2015-01-12
Discuss with paid preparer: Yes

Preparer

Preparer: Leonard L Labranche
Phone: 7079425137

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 27,831.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment fees. Amount: 4,992. Description: licenses & fees. Amount: 35. Total to form 990-ez, line 16: 5,027.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: community foundation of the napa valley. Beg. Of year amount: 240,547. End of year amount: 263,386.”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	SHARPSTEEN MUSEUM FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7079425916
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1317 WASHINGTON ST
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	CALISTOGA
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	94515
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	24294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	24259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	22804
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	264841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	287645
IRS990EZ/GrossReceiptsAmt	0	27831
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	27831
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	264841
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	287645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	264841
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	287645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LEONARD LABRANCHE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	GARY HEITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DIANE BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SHIRLEY BLOMQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	ALAN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	STEVE GALLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	PAUL INGALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	VICE PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	240547
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	263386
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	5027
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	CHARITABLE SUPPORTING ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THIS CORPORATION IS ORGANIZED AND AT ALL TIMES WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SHARPSTEEN MUSEUM ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	5027
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	27831
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	0
IRS990ScheduleA/ContributionFamilyInd	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	942639021
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	501(C)3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	SHARPSTEEN MUSEUM ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 27,831.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: INVESTMENT FEES. AMOUNT: 4,992. DESCRIPTION: LICENSES & FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 5,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: COMMUNITY FOUNDATION OF THE NAPA VALLEY. BEG. OF YEAR AMOUNT: 240,547. END OF YEAR AMOUNT: 263,386.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GARY HEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7079425916
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SHARPSTEEN MUSEUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SHAR
ReturnHeader/Filer/EIN	0	911772712
ReturnHeader/Filer/PhoneNum	0	7079425916
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 573
ReturnHeader/Filer/USAddress/City	0	CALISTOGA
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94515
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	941587502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	G & J SEIBERLICH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1345 LINCOLN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CALISTOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	94515
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7079425137
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LEONARD L LABRANCHE
ReturnHeader/ReturnTs	0	2015-01-14T16:29:52-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-06-01
ReturnHeader/TaxPeriodEndDt	0	2014-05-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $287,645
Liabilities: $0
Net assets: $287,645
Revenue: $27,831
Expenses: $5,027
Net income: $22,804

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.26	$3.77	$3.51
2024Summary only. Only limited summary data is available for this year.	$3.51	$0.00		$0.44	$0.06	$0.37
2023Summary only. Only limited summary data is available for this year.	$3.13	$0.00		$0.18	$0.05	$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.00	$0.00	$3.00	$0.00	$0.34	$0.34
2021Summary only. Only limited summary data is available for this year.	$3.34	$0.00		$0.62	$0.05	$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.76	$0.00	$2.76	$0.14	$0.04	$0.10
2019Summary only. Only limited summary data is available for this year.	$2.66	$0.00		$0.10	$0.33	$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.89	$0.00	$2.89	$0.18	$0.06	$0.12
2017Detailed filing. Detailed filing data is available for this year.	$2.77	$0.00	$2.77	$0.25	$0.17	$0.07
2016Summary only. Only limited summary data is available for this year.	$2.70	$0.00		$0.00	$0.08	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.01	$0.11	$0.10
2014Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.28	$0.05	$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.65	$0.00	$2.65	$0.36	$0.11	$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.40	$0.00	$2.40	$0.06	$0.05	$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.38	$0.00	$2.38	$0.35	$0.05	$0.30