Civic Intelligence

640 Heritage Preservation Foundation

EIN 20-0608904 • 501(c)3 • San Francisco, CA

Profile

The mission of the 640 Heritage Preservation Foundation is to preserve and celebrate the history, architecture and heritage of women's athletic clubs in San Francisco, with particular reference to the Women's Athletic Club of San Francisco, now known as the Metropolitan Club, through research, public education and funding activities.

640 Sutter StreetSan Francisco, CA 94102

www.640hpf.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.05x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-415%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.9%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$823,536

Down $24,760 (-2.9%) from 2023

Liabilities

Down

$290

Down $693 (-70%) from 2023

Net Assets

Down

$823,246

Down $24,067 (-2.8%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$5,799

Down $20,857 (-78%) from 2023

Expenses

Down

$29,866

Down $5,871 (-16%) from 2023

Net Income

Down

-$24,067

Down $14,986 (-165%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0Assets 2010: $347,470Liabilities 2010: $4,198Net Assets 2010: $343,2722010Assets 2011: $388,350Liabilities 2011: $36,007Net Assets 2011: $352,3432011Assets 2012: $819,452Liabilities 2012: $24,435Net Assets 2012: $795,0172012Assets 2013: $347,417Liabilities 2013: $12,380Net Assets 2013: $335,0372013Assets 2014: $459,562Liabilities 2014: $30,046Net Assets 2014: $429,5162014Assets 2015: $367,600Liabilities 2015: $23,527Net Assets 2015: $344,0732015Assets 2016: $538,470Liabilities 2016: $26,390Net Assets 2016: $512,0802016Assets 2017: $631,348Liabilities 2017: $2,460Net Assets 2017: $628,8882017Assets 2018: $609,929Liabilities 2018: $11,066Net Assets 2018: $598,8632018Assets 2019: $837,525Liabilities 2019: $945Net Assets 2019: $836,5802019Assets 2020: $844,617Liabilities 2020: $1,570Net Assets 2020: $843,0472020Assets 2021: $870,903Liabilities 2021: $363Net Assets 2021: $870,5402021Assets 2022: $856,862Liabilities 2022: $468Net Assets 2022: $856,3942022Assets 2023: $848,296Liabilities 2023: $983Net Assets 2023: $847,3132023Assets 2024: $823,536Liabilities 2024: $290Net Assets 2024: $823,2462024

Highlighted filing

2024

Assets$823,536
Liabilities$290
Net Assets$823,246
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $200,562Expenses 2010: $397,458Net Income 2010: -$196,8962010Revenue 2011: $230,282Expenses 2011: $221,211Net Income 2011: $9,0712011Revenue 2012: $844,023Expenses 2012: $404,344Net Income 2012: $439,6792012Revenue 2013: $388,065Expenses 2013: $848,045Net Income 2013: -$459,9802013Revenue 2014: $995,204Expenses 2014: $900,725Net Income 2014: $94,4792014Revenue 2015: $361,547Expenses 2015: $446,990Net Income 2015: -$85,4432015Revenue 2016: $315,236Expenses 2016: $145,564Net Income 2016: $169,6722016Revenue 2017: $269,604Expenses 2017: $152,796Net Income 2017: $116,8082017Revenue 2018: $128,141Expenses 2018: $158,166Net Income 2018: -$30,0252018Revenue 2019: $411,992Expenses 2019: $174,275Net Income 2019: $237,7172019Revenue 2020: $63,422Expenses 2020: $56,955Net Income 2020: $6,4672020Revenue 2021: $56,298Expenses 2021: $28,805Net Income 2021: $27,4932021Revenue 2022: $14,188Expenses 2022: $28,334Net Income 2022: -$14,1462022Revenue 2023: $26,656Expenses 2023: $35,737Net Income 2023: -$9,0812023Revenue 2024: $5,799Expenses 2024: $29,866Net Income 2024: -$24,0672024

Highlighted filing

2024

Revenue$5,799
Expenses$29,866
Net Income-$24,067
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$823,536
Liabilities
$290
Net assets
$823,246
Revenue
$5,799
Expenses
$29,866
Net income
-$24,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.00$8.23$0.06$0.30$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.01$8.47$0.27$0.36$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.56$0.14$0.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.56$0.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.02$8.43$0.63$0.57$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.38$0.01$8.37$4.12$1.74$2.38
2018Detailed filing. Detailed filing data is available for this year.$6.10$0.11$5.99$1.28$1.58$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.31$0.02$6.29$2.70$1.53$1.17
2016Detailed filing. Detailed filing data is available for this year.$5.38$0.26$5.12$3.15$1.46$1.70
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.24$3.44$3.62$4.47$0.85
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.30$4.30$9.95$9.01$0.94
2013Summary only. Only limited summary data is available for this year.$3.47$0.12$3.35$3.88$8.48$4.60
2012Summary only. Only limited summary data is available for this year.$8.19$0.24$7.95$8.44$4.04$4.40
2011Summary only. Only limited summary data is available for this year.$3.88$0.36$3.52$2.30$2.21$0.09
2010Summary only. Only limited summary data is available for this year.$3.47$0.04$3.43$2.01$3.97$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$5,799
Mission and Program Overview

Mission

The mission of the 640 Heritage Preservation Foundation is to preserve and celebrate the history, architecture and heritage of women's athletic clubs in San Francisco, with particular reference to the Women's Athletic Club of San Francisco, now known as the Metropolitan Club, through research, public education and funding activities.

Historical building preservation and education on the women's athletic club history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$605,936$589,885▼ $16,051
Cash and Non-Interest-Bearing Accounts$242,360$233,651▼ $8,709
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$848,296$823,536▼ $24,760
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$983$290▼ $693
Total Liabilities$983$290▼ $693
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$618,613$616,546▼ $2,067
Net Assets With Donor Restrictions$228,700$206,700▼ $22,000
Total Net Assets Fund Balance$847,313$823,246▼ $24,067
Total Liabilities and Net Assets / Fund Balance$848,296$823,536▼ $24,760
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Carol Ann RogersPresident
Helen TyreeVice President
Jo-Ann RoseDirector
Marie BerggrenDirector
Peggy MitchellDirector
Barbara KimportSecretary
Crista LuceyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,000
Program Service Revenue
$0
Investment Income
$1,799
Other Revenue
$0
All Other Contributions
$4,000
Change in Net Assets
$-24,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,866
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
Occupancy-$6,000-$6,000
Fees for Services Other-$4,307-$4,307
Insurance-$2,554-$2,554
Fees for Services Accounting-$2,506-$2,506
Information Technology-$2,004-$2,004
Office Expenses-$295-$295
Other Expenses$200--$200
Total Functional Expenses$12,200$17,666$0$29,866
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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

“Executive Committee of the board reviews the 990 and then provides to the full board with a request to ask any questions they may have. If requested, 990 questions are discussed by the full board before filing.”

Form 990, Part VI, Section B, Line 12C

“No Directors or Officers shall be directly involved in any transaction or contract without full disclosure and approval by the Board. Once a year, the policy is reviewed and Directors with Officers are asked if there are conflicts.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing docs, policies and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
640 Heritage Preservation Foundation
EIN
20-0608904
Phone
4158727272
Address
640 Sutter Street, San Francisco, CA 94102

Signing Officer

Name
Crista Lucey
Title
Treasurer
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Kimport
Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Felix Gorrindo
Phone
5108352727
Raw XML AppendixShowing 400 of 406 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0290
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Historical building preservation and education on the women's athletic club history.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt04000
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Crista Lucey
IRS990/BooksInCareOfDetail/PhoneNum04158727272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0640 Sutter Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0242360
IRS990/CashNonInterestBearingGrp/EOYAmt0233651
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01799
IRS990/CYOtherExpensesAmt029866
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-24067
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029866
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05799
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Research and writing on the architects Bliss & Faville who designed the Woman's Athletic Club building at 640 Sutter Street.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0228700
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0206700
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt012200
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02506
IRS990/FeesForServicesAccountingGrp/TotalAmt02506
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04307
IRS990/FeesForServicesOtherGrp/TotalAmt04307
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Carol Ann Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm1Helen Tyree
IRS990/Form990PartVIISectionAGrp/PersonNm2Crista Lucey
IRS990/Form990PartVIISectionAGrp/PersonNm3Barbara Kimport
IRS990/Form990PartVIISectionAGrp/PersonNm4Marie Berggren
IRS990/Form990PartVIISectionAGrp/PersonNm5Peggy Mitchell
IRS990/Form990PartVIISectionAGrp/PersonNm6Jo-Ann Rose
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05799
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02004
IRS990/InformationTechnologyGrp/TotalAmt02004
IRS990/InsuranceGrp/ManagementAndGeneralAmt02554
IRS990/InsuranceGrp/TotalAmt02554
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01799
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the 640 Heritage Preservation Foundation is to preserve and celebrate the history, architecture and heritage of women's athletic clubs in San Francisco, with particular reference to the Women's Athletic Club of San Francisco, now known as the Metropolitan Club, through research, public education and funding activities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0847313
IRS990/NetAssetsOrFundBalancesEOYAmt0823246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0618613
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0616546
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0295
IRS990/OfficeExpensesGrp/TotalAmt0295
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Academic research and writing
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/ProgramServicesAmt012000
IRS990/OtherExpensesGrp/ProgramServicesAmt1200
IRS990/OtherExpensesGrp/TotalAmt012000
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Barbara Kimport
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt025000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01614
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt035737
IRS990/PYOtherRevenueAmt042
IRS990/PYRevenuesLessExpensesAmt0-9081
IRS990/PYTotalExpensesAmt035737
IRS990/PYTotalRevenueAmt026656
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-24067
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0605936
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0589885
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The Organization has evaluated the facts and circumstances test and believes it should continue to be treated as a public charity.The Organization receives more than 10% of its support from public sources. It is actively engaged in attracting additional public support. It has a representative governing board. It makes its programs broadly available. As the Organization is not a membership organization the fifth factor is not applicable.Percentage of public support and attracting public support: The Organizations public support is approximately 20%, meaningfully above the 10% facts and circumstances threshold. The Organization intends to be publicly supported and is actively engaged in activities that are intended to attract new and additional public support. Fundraising from public sources was suspended temporarily during the pandemic because public projects committed for funding were delayed and the funds had already been secured for these public projects. The Organization expects its public support % to increase in future years. Availability of public facilities or services: The Organization continues to work towards providing services that benefit the public. The first public project is the research, writing and publication of research and writing a comprehensive book on the architects Bliss & Faville who designed over 100 noteworthy commercial and residential buildings establishing San Francisco as a city in the early twentieth century. Several of these buildings are on the National Registry of Historic Places including at least one in Nevada. The primary researcher and author of the book encountered understandable delays in his work given the closure of many research facilities during the pandemic. The book (over 300 pages with 125 photographs, notes, bibliography and index) will be published in January 2026 for a general audience. This work was supported broadly by funds raised between 2013 2022.Second, historic preservation projects focused on the preservation of 640 Sutter Street for which the Foundation has traditionally raised funds from a broad public were delayed by the pandemic and a change in leadership in the organization which owns 640 Sutter Street. Grants for two historic preservation projects were made in 2025 from funds raised between 2018 2022 and strategies for resumed fundraising may now be implemented.Representative governing body: The governing body of the Foundation is composed of seven people who have deep expertise in historic preservation, finance and banking, and fundraising. They are involved in a variety of civic and nonprofit organizations. Until her unfortunate passing in December 2023, one member of the board of directors was the preeminent preservation advocate in San Francisco who was also chair of the San Francisco Historic Preservation Commission for many years. The board regularly consults with historic preservation experts and architects who for professional reasons cannot serve on the board. All members of the board serve in a volunteer capacity.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150301
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0259
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04020
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/OtherIncome170Grp/TotalAmt042
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19690
IRS990ScheduleA/PublicSupportPY170Pct00.28200
IRS990ScheduleA/PublicSupportTotal170Amt030399
IRS990ScheduleA/SubstantialContributorsTotAmt0119902
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051163
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150301
IRS990ScheduleA/TotalSupportAmt0154363
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Executive Committee of the board reviews the 990 and then provides to the full board with a request to ask any questions they may have. If requested, 990 questions are discussed by the full board before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No Directors or Officers shall be directly involved in any transaction or contract without full disclosure and approval by the Board. Once a year, the policy is reviewed and Directors with Officers are asked if there are conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not make its governing docs, policies and financial statements available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Metropolitan Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940989950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social & Recreation Activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0640 Sutter St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Fancisco
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0848296
IRS990/TotalAssetsEOYAmt0823536
IRS990/TotalAssetsGrp/BOYAmt0848296
IRS990/TotalAssetsGrp/EOYAmt0823536
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017666
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012200
IRS990/TotalFunctionalExpensesGrp/TotalAmt029866
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0983
IRS990/TotalLiabilitiesEOYAmt0290
IRS990/TotalLiabilitiesGrp/BOYAmt0983
IRS990/TotalLiabilitiesGrp/EOYAmt0290
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0847313
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0823246
IRS990/TotalProgramServiceExpensesAmt012200
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01799
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05799
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0848296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0823536
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0640 Sutter Street
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094102
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.640hpf.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Crista Lucey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0640 Heritage Preservation Foundation
ReturnHeader/Filer/BusinessNameControlTxt0640H
ReturnHeader/Filer/EIN0200608904
ReturnHeader/Filer/PhoneNum04158727272
ReturnHeader/Filer/USAddress/AddressLine1Txt0640 Sutter Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crosby & Kaneda CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0548 Market St PMB 97503
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum05108352727

Document Assets

No mirrored PDF or thumbnail assets are attached yet.