Civic Intelligence

San Ramon Historic Foundation

EIN 20-2707850 • 501(c)3 • San Ramon, CA

Profile

Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.

PO Box 1San Ramon, CA 94583

www.srhf.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,158,016

Up $116,929 (+11%) from 2024

Liabilities

Up

$318

Up $98 (+45%) from 2024

Net Assets

Up

$1,157,698

Up $116,831 (+11%) from 2024

Operations
Liabilities / Revenue23rd percentileNet Margin97th percentile

Revenue

Up

$133,974

Up $12,327 (+10%) from 2024

Expenses

Down

$18,146

Down $89,858 (-83%) from 2024

Net Income

Up

$115,828

Up $102,185 (+749%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $130,994Liabilities 2011: $277Net Assets 2011: $130,7172011Assets 2012: $136,469Liabilities 2012: $291Net Assets 2012: $136,1782012Assets 2013: $160,498Liabilities 2013: $533Net Assets 2013: $159,9652013Assets 2014: $196,733Liabilities 2014: $602Net Assets 2014: $196,1312014Assets 2015: $233,895Liabilities 2015: $359Net Assets 2015: $233,5362015Assets 2016: $259,520Liabilities 2016: $443Net Assets 2016: $259,0772016Assets 2017: $218,362Liabilities 2017: $431Net Assets 2017: $217,9312017Assets 2018: $952,339Liabilities 2018: $357Net Assets 2018: $951,9822018Assets 2019: $935,067Liabilities 2019: $348Net Assets 2019: $934,7192019Assets 2020: $971,124Liabilities 2020: $218Net Assets 2020: $970,9062020Assets 2021: $1,019,347Liabilities 2021: $211Net Assets 2021: $1,019,1362021Assets 2022: $973,991Liabilities 2022: $301Net Assets 2022: $973,6902022Assets 2023: $1,028,672Liabilities 2023: $72Net Assets 2023: $1,028,6002023Assets 2024: $1,041,087Liabilities 2024: $220Net Assets 2024: $1,040,8672024Assets 2025: $1,158,016Liabilities 2025: $318Net Assets 2025: $1,157,6982025

Highlighted filing

2025

Assets$1,158,016
Liabilities$318
Net Assets$1,157,698
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $49,7352011Revenue 2012: $129,265Expenses 2012: $124,142Net Income 2012: $5,1232012Expenses 2013: $53,1362013Revenue 2014: $79,573Expenses 2014: $42,763Net Income 2014: $36,8102014Revenue 2015: $57,082Expenses 2015: $19,894Net Income 2015: $37,1882015Revenue 2016: $67,026Expenses 2016: $41,984Net Income 2016: $25,0422016Revenue 2017: $56,129Expenses 2017: $97,361Net Income 2017: -$41,2322017Revenue 2018: $740,278Expenses 2018: $6,211Net Income 2018: $734,0672018Revenue 2019: $70,825Expenses 2019: $87,808Net Income 2019: -$16,9832019Revenue 2020: $52,389Expenses 2020: $16,503Net Income 2020: $35,8862020Revenue 2021: $37,377Expenses 2021: $52,797Net Income 2021: -$15,4202021Revenue 2022: $9,869Expenses 2022: $55,326Net Income 2022: -$45,4572022Revenue 2023: $75,870Expenses 2023: $20,962Net Income 2023: $54,9082023Revenue 2024: $121,647Expenses 2024: $108,004Net Income 2024: $13,6432024Revenue 2025: $133,974Expenses 2025: $18,146Net Income 2025: $115,8282025

Highlighted filing

2025

Revenue$133,974
Expenses$18,146
Net Income$115,828
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,158,016
Liabilities
$318
Net assets
$1,157,698
Revenue
$133,974
Expenses
$18,146
Net income
$115,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.02$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.06$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.04$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.74$0.01$0.73
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.08$0.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.13$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$147,589
Mission and Program Overview

Mission

Non-profit, volunteer organization committed to the preservation of historical property located in San Ramon, California.

Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$822,555$917,715▲ $95,160
Cash and Non-Interest-Bearing Accounts$218,532$240,301▲ $21,769
Total Assets$1,041,087$1,158,016▲ $116,929
Liabilities
Accounts Payable and Accrued Expenses$220$318▲ $98
Total Liabilities$220$318▲ $98
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$978,222$1,093,567▲ $115,345
Net Assets With Donor Restrictions$62,645$64,131▲ $1,486
Total Net Assets Fund Balance$1,040,867$1,157,698▲ $116,831
Total Liabilities and Net Assets / Fund Balance$1,041,087$1,158,016▲ $116,929
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Carol RowleyBoard Chair and President
Julia OselandBoard Member and Vice-President
Jill MalloryBoard Advisor-Vol Director of Gift Shop
Bernie SzalajBoard Member
Don KowalskiBoard Member
H Abram WilsonBoard Member
Lionel McNeelyBoard Member
Robert DownumBoard Member
Steve ChiapettoBoard Member
Yvonne RichardsonBoard Member
Sandy SilvaBoard Member and Secretary Incoming
Carol Lopez-LuceyBoard Member and Secretary Ougtoing
Dan FosterBoard Member and Tractor Equip Director
Eva PhelpsBoard Member and Treasurer
Renee KullickBoard Member and Vice-Pres Incoming
Patsy GalatiBoard Member-Director Sheep Herd and Brn
Revenue and Support

Revenue Composition

Contributions and Grants
$23,714
Program Service Revenue
$0
Investment Income
$95,159
Other Revenue
$15,101
All Other Contributions
$17,369
Change in Net Assets
$115,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,855
Other Expenses$7,291
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,855--$10,855
Insurance-$2,054-$2,054
Office Expenses-$1,910-$1,910
Fees for Services Management-$1,175-$1,175
Fees for Services Other$847$272-$1,119
Advertising-$1,033-$1,033
Total Functional Expenses$11,702$6,444$0$18,146
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SRHF Grants Awarded FHF-170Maintenance$9,388
SRHF FHF Tractor Restoration-170Maintenance$1,467
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,064
Fundraising Direct Expenses$10,131
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$23,064$23,064$10,131$12,933
Total Events$23,064$23,064$10,131$12,933
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

“The San Ramon Historic Foundation began the process of updating its By Laws during the fiscal year ending FYE 6/30/24. The By Laws will be finalized and announced on the Foundations website.”

Member election for additional members Part VI line 7A

“Detail available upon request from Foundation.”

Governing body decisions Part VI line 7B

“Detail available upon request from Foundation.”

Form 990 governing body review Part VI line 11

“The Board of Directors is presented with a copy of the return for review. The board is also notified as soon as the return has been accepted by the IRS.”

Officer director etc mailing address Part VI line 9

“Detail available upon request from Foundation.”

Conflict of interest policy compliance Part VI line 12C

“Detail available upon request from Foundation.”

Governing documents etc available to public Part VI line 19

“Detail available upon request from Foundation.”

Filing and Contact Details

Filer

Filer Name
San Ramon Historic Foundation
EIN
20-2707850
In Care Of
% Eva Phelps
Phone
9259646215
Address
PO Box 1, San Ramon, CA 94583

Signing Officer

Name
Eva Phelps
Title
Treasurer
Phone
9259646215
Signed
2025-10-22
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
80

Preparer

Firm
Robert Downum
Address
6101 Bollinger Cyn Rd Ste 308, San Ramon, CA 94583-4000
Preparer
Robert Downum Ea
Phone
9252751040
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Adjustment to net assets”

List of other fees for services expenses Part IX line 11G

“Various”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm14Dan Foster
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair and President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member and Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member and Secretary Ougtoing
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member-Dir Sheep Herd and Brn
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member and Vice-Pres Incoming
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member and Secretary Incoming
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Advisor-Vol Dir of Gift Shop
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member and Tractor Equip Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Maintenance
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The San Ramon Historic Foundation began the process of updating its By Laws during the fiscal year ending FYE 6/30/24. The By Laws will be finalized and announced on the Foundations website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors is presented with a copy of the return for review. The board is also notified as soon as the return has been accepted by the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Adjustment to net assets
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Various
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8List of other fees for services expenses Part IX line 11g
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