Leonis Adobe Association in Calabasas, California (CA)

Organization representatives - add corrected or new information about Leonis Adobe Association »

Non-representatives - add comments about Leonis Adobe Association»

Leonis Adobe Association
Employer Identification Number (EIN)956133952
Name of OrganizationLeonis Adobe Association
Address23537 Calabasas Rd, Calabasas, CA 91302-1311
ActivitiesHistorical site, records or reenactment
SubsectionCharitable Organization
Ruling Date10/1963
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$6,382,094
Amount of Income$1,198,252
Form 990 Revenue Amount$750,693
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: History Museums


Non-representatives - add comments:


CAPTCHA

Your IP address 54.167.5.15 will be logged.

Amount of income in 2013: $1,198,252 (it was $1,032,422 in 2012)
This organization: 

 $1,198,252
Other organizations performing similar types of work: 

 $170,607

Assets in 2013: $6,382,094 (it was $6,366,810 in 2012)
Leonis Adobe Association: 

 $6,382,094
Other organizations performing similar types of work: 

 $751,001

Expenses in 2013: $788,502
Leonis Adobe Association: 

 $788,502
Other organizations performing similar types of work: 

 $136,601

Income to expenses ratio in 2013: 1.5
Leonis Adobe Association: 

 1.5
Other organizations performing similar types of work: 

 1.2

Grants share in income in 2013: 1.3%
Leonis Adobe Association: 

 1.3%
Other organizations performing similar types of work: 

 57.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$803,912$704,546$792,992
Contributions, gifts, grants, etc., received$10,398
Interest on savings and temporary cash investments$22,159
Dividends and interest from securities$41,643
Gross rents$635,282
Gross sales price for all assets$399,802
Gross profit from sales of goods$0
Other income$88,968
Other$5,462
Total expenses and disbursements$788,502$0$0$762,840
Compensation of officers, directors, trustees, etc.$60,000
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$13,800
Interest$0
Depreciation$24,767
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$788,502$0$762,840
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$15,410
Net investment income$704,546
Adjusted net income$792,992
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$6,355,941$7,424,082$6,366,810$2,535,470$6,382,094$5,629,268
Cash - non-interest-bearing$58,332$176,705$115,120
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$2,344,275$2,443,483
Total liabilities$189$324$198
Mortgages and other notes payable$0$0$0
Other liabilities$324$198
Total liabilities and net assets/fund balances$6,355,752$6,366,486$6,381,896
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$3,507$5,462
Net capital loss$-9,193$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$6,837$6,974$7,045
Total credits and payments$6,767$8,000$9,008
Current year estimated tax payments and previous year's overpayment credited to current year$6,767$8,000$9,008
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$18$0
Tax due$0$0
Overpayment$1,008$1,963
Amount to be credited to next year's estimated tax$0$1,008$1,963
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?NoNo
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,982,803$4,011,435$2,538,336
Net value of noncharitable-use assets$3,951,263$2,500,261
Minimum investment return$196,153$197,563$125,013
Distributable Amount
201120122013
Distributable amount$189,316$190,589$117,968
Undistributed Income
201120122013
Distributable amount for this year$189,316$190,589$117,968
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$8,120$0
Interest on savings and temporary cash investments$22,159$0
Dividends and interest from securities$41,643$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Leonis Adobe Association to others? (optional)
  
Add photo of Leonis Adobe Association (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Henry E Huntington Library & Art Gallery1151 Oxford Rd, San Marino, CA 91108-1218CA1938-05$202,277,268
2Simon Wiesenthal Center1399 S Roxbury 2nd Fl, Los Angeles, CA 90035-4709CA1987-01$25,837,455
3Autry National Center Of The American West4700 Western Heritage Wa, Los Angeles, CA 90027CA1985-03$19,653,220
4The Richard Nixon Foundation18001 Yorba Linda Blvd, Yorba Linda, CA 92886-3903CA1983-08$16,581,001
5Computer History Museum1401 N Shoreline Blvd, Mountain View, CA 94043-1311CA1999-07$5,730,317
6Bay Area Electric Railway Association5848 State Highway 12, Suisun City, CA 94585-9741CA1965-06$3,953,374
7Explorocean600 East Bay Avenue, Newport Beach, CA 92661-1347CA1984-11$2,377,362
8Namm Foundation5790 Armada Dr, Carlsbad, CA 92008-4608CA1999-07$555,123
9Feather River Rail SocietyPO BOX 608, Portola, CA 96122-0608CA1984-01$279,527
10Marin History Museum1125 B St, San Rafael, CA 94901-2907CA1972-12$143,682
11California Trolley And Railroad Corporation, Ctrc210 N 4th St 4th Fl, San Jose, CA 95112CA1983-01$48,098
12Aircraft Carrier Hornet FoundationPO BOX 460, Alameda, CA 94501-9560CA1995-12$3,497,569
13Hiller Aviation Institute601 Skyway Rd, San Carlos, CA 94070-2702CA1995-07$3,122,532
14Palm Springs Air Museum Inc745 N Gene Autry Trl, Palm Springs, CA 92262-5464CA1994-05$2,981,994
15Council On American-Islamic Relations California2180 W Crescent Ave Ste F, Anaheim, CA 92801-3842CA1996-04$2,191,798
16History San Jose1650 Senter Rd, San Jose, CA 95112-2599CA1972-09$1,513,815
17Napa Valley MuseumPO BOX 3567, Yountville, CA 94599-3567CA1973-11$1,376,722
18Santa Barbara Maritime Museum113 Harbor Way Ste 190, Santa Barbara, CA 93109-2344CA1995-09$1,365,102
19Leonis Adobe Association23537 Calabasas Rd, Calabasas, CA 91302-1311CA1963-10$1,198,252
20Sonoma County Museum Foundation425 7th St, Santa Rosa, CA 95401-5202CA1978-09$952,737
Number of organizations performing similar types of work
Alaska6
Alabama16
Arkansas13
Arizona10
California72
Colorado15
Connecticut7
District of Columbia3
Delaware4
Florida20
Georgia12
Hawaii5
Iowa10
Idaho5
Illinois26
Indiana20
Kansas12
Kentucky15
Louisiana10
Massachusetts26
Maryland17
Maine6
Michigan17
Minnesota16
Missouri13
Mississippi3
Montana11
North Carolina21
North Dakota4
Nebraska10
New Hampshire9
New Jersey15
New Mexico3
Nevada3
New York55
Ohio32
Oklahoma11
Oregon11
Pennsylvania39
Rhode Island6
South Carolina9
South Dakota6
Tennessee13
Texas58
Utah4
Virginia36
Vermont5
Washington11
Wisconsin12
West Virginia3
Wyoming6
Total772

faqs.org is not associated with, endorsed by, or sponsored by Leonis Adobe Association and has no official or unofficial affiliation with Leonis Adobe Association