Civic Intelligence

Heritage Fresno

EIN 06-1731958 • 501(c)3 • Fresno, CA

Pub. 78 Eligible

Profile

To protect historical buildings and landmarks.

2037 W Bullard Pmb 344Fresno, CA 93711

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

52%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

60%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$11,481

Down $1,040 (-8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$11,481

Down $1,040 (-8.3%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin78th percentile

Revenue

Down

$9,262

Down $16,385 (-64%) from 2023

Expenses

Down

$10,302

Down $9,116 (-47%) from 2023

Net Income

Down

-$1,040

Down $7,269 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $55,135Liabilities 2011: $02011Assets 2012: $48,660Liabilities 2012: $02012Assets 2013: $46,585Liabilities 2013: $0Net Assets 2013: $46,5852013Assets 2014: $45,342Liabilities 2014: $0Net Assets 2014: $45,3422014Assets 2015: $37,364Liabilities 2015: $0Net Assets 2015: $37,3642015Assets 2016: $32,770Liabilities 2016: $0Net Assets 2016: $32,7702016Assets 2017: $51,604Liabilities 2017: $0Net Assets 2017: $51,6042017Assets 2018: $7,030Liabilities 2018: $0Net Assets 2018: $7,0302018Assets 2019: $10,975Liabilities 2019: $0Net Assets 2019: $10,9752019Assets 2020: $6,584Liabilities 2020: $0Net Assets 2020: $6,5842020Assets 2021: $2,899Liabilities 2021: $0Net Assets 2021: $2,8992021Assets 2022: $8,233Liabilities 2022: $0Net Assets 2022: $8,2332022Assets 2023: $12,521Liabilities 2023: $0Net Assets 2023: $12,5212023Assets 2024: $11,481Liabilities 2024: $0Net Assets 2024: $11,4812024

Highlighted filing

2024

Assets$11,481
Liabilities$0
Net Assets$11,481
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2011: $7,683Expenses 2011: $15,917Net Income 2011: -$8,2342011Revenue 2012: $8,254Expenses 2012: $14,729Net Income 2012: -$6,4752012Revenue 2013: $8,239Expenses 2013: $10,314Net Income 2013: -$2,0752013Revenue 2014: $13,620Expenses 2014: $14,863Net Income 2014: -$1,2432014Revenue 2015: $11,524Expenses 2015: $19,502Net Income 2015: -$7,9782015Revenue 2016: $9,014Expenses 2016: $13,608Net Income 2016: -$4,5942016Revenue 2017: $30,044Expenses 2017: $11,210Net Income 2017: $18,8342017Revenue 2018: $791Expenses 2018: $45,365Net Income 2018: -$44,5742018Revenue 2019: $10,697Expenses 2019: $6,752Net Income 2019: $3,9452019Revenue 2020: $5,457Expenses 2020: $9,848Net Income 2020: -$4,3912020Revenue 2021: $7,768Expenses 2021: $11,453Net Income 2021: -$3,6852021Revenue 2022: $16,028Expenses 2022: $10,694Net Income 2022: $5,3342022Revenue 2023: $25,647Expenses 2023: $19,418Net Income 2023: $6,2292023Revenue 2024: $9,262Expenses 2024: $10,302Net Income 2024: -$1,0402024

Highlighted filing

2024

Revenue$9,262
Expenses$10,302
Net Income-$1,040
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,481
Liabilities
$0
Net assets
$11,481
Revenue
$9,262
Expenses
$10,302
Net income
-$1,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$9.26$10.3$1.04
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$25.6$19.4$6.23
2022Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$16.0$10.7$5.33
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$7.77$11.5$3.69
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$5.46$9.85$4.39
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$10.7$6.75$3.95
2018Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.79$45.4$44.6
2017Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$30.0$11.2$18.8
2016Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$9.01$13.6$4.59
2015Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$11.5$19.5$7.98
2014Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$13.6$14.9$1.24
2013Summary only. Only limited summary data is available for this year.$46.6$0.00$46.6$8.24$10.3$2.08
2012Summary only. Only limited summary data is available for this year.$48.7$0.00$8.25$14.7$6.48
2011Summary only. Only limited summary data is available for this year.$55.1$0.00$7.68$15.9$8.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$9,262
Mission and Program Overview

Mission

To protect historical buildings and landmarks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,521$11,481▼ $1,040
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$12,521$11,481▼ $1,040
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,521$11,481▼ $1,040
Total Net Assets Fund Balance$12,521$11,481▼ $1,040
Total Liabilities and Net Assets / Fund Balance$12,521$11,481▼ $1,040
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Linda ScambrayPresident
Barbara WhiteSecretary
Linda HamiltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,262
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,262
Change in Net Assets
$-1,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,302
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$1,782-$1,782
Other Expenses$1,371$700-$700
All Other Expenses$100$575-$675
Fees for Services Accounting-$624-$624
Total Functional Expenses$1,471$8,831$0$10,302
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Board of Directors reviews the Form 990.”

Form 990, Part VI, Section C, Line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Fresno
EIN
06-1731958
Phone
5592693226
Address
2037 W BULLARD PMB 344, FRESNO, CA 93711

Signing Officer

Name
Linda Hamilton
Title
Treasurer
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Roos and Mcnabb Cpas a Professional Corporation
Address
4384 E ASHLAN AVE STE 107, FRESNO, CA 93726
Preparer
Roland M Roos
Phone
5592262209
Raw XML Appendix364 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.

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