Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2014 • EIN 20-2707850

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 31, 2014

Organization Profilewww.SRHF.org
PO Box 194583

(925) 735-7855

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

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

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

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

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

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$196,733

Up $36,235 (+23%) from 2013

Net Assets

Up

$196,131

Up $36,166 (+23%) from 2013

Liabilities

Up

$602

Up $69 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

$79,573

No earlier filing loaded for comparison.

Expenses

Down

$42,763

Down $10,373 (-20%) from 2013

Net Income

$36,810

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2014

Assets$196,733
Liabilities$602
Net Assets$196,131
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$79,573
Expenses$42,763
Net Income$36,810
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 31, 2014
Return Version
2013v3.1
Gross Receipts
$84,923
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$119,855$155,449▲ $35,594
Savings and Temporary Cash Investments$26,802$27,181▲ $379
Inventories for Sale or Use$13,841$14,103▲ $262
Total Assets$160,498$196,733▲ $36,235
Liabilities
Accounts Payable and Accrued Expenses$533$602▲ $69
Total Liabilities$533$602▲ $69
Net Assets / Fund Balance
Unrestricted Net Assets$157,822$175,872▲ $18,050
Temporarily Rstr Net Assets$2,143$20,259▲ $18,116
Total Net Assets Fund Balance$159,965$196,131▲ $36,166
Total Liabilities and Net Assets / Fund Balance$160,498$196,733▲ $36,235
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Paul TruschkePresident
Carol RowleyVice Chair
Dale HaltermanBoard member
Dall BarleyBoard Member
Patricia BoomBoard Member
Robert DownumBoard Member
Shirley ErnestBoard Member
Isabel LauPublicity
Carol LopezSecretary
Mary WohlersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,430
Program Service Revenue
$23,078
Investment Income
$379
Other Revenue
$4,686
All Other Contributions
$46,245
Change in Net Assets
$36,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,327
Grants and Similar Amounts Paid$17,436
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,436--$17,436
Fees for Services Other$3,205--$3,205
Insurance-$1,437-$1,437
Information Technology-$1,369-$1,369
Interest-$573-$573
Other Expenses$18,015$394-$394
Conferences and Meetings-$225-$225
Total Functional Expenses$38,656$4,107$0$42,763
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
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 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

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

“Detail available upon request from Foundation.”

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

EIN
20-2707850

Signing Officer

Name
Paul Truschke
Title
President
Phone
9254874590
Signed
2014-07-31
Discuss with paid preparer
No

Organization Details

Principal Officer
Paul Truschke
Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20

Preparer

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”

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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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0645
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01921
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.00770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.99230
IRS990ScheduleA/PublicSupportTotal509Amt0408890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025638
IRS990ScheduleA/Total509Grp/TotalAmt0408890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0410811
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10San Ramon Glass House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11San Ramon Forest Home Farm
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Monitoring procedures are done regularly in accordance with the organizations bylaws.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Detail available upon request from Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Adjustment to net assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TotalProgramServiceRevenueAmt023078
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0196733
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0157822
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0175872
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.SRHF.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Truschke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09254874590
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10San Ramon Historic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANR
ReturnHeader/Filer/EIN0202707850
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1
ReturnHeader/Filer/USAddress/City0San Ramon
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094583
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205779843

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$196,733
Liabilities
$602
Net assets
$196,131
Revenue
$79,573
Expenses
$42,763
Net income
$36,810
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