Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2016 • EIN 20-2707850

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 12, 2016

Organization Profilewww.SRHF.org
PO Box 1San Ramon, CA 94583

(925) 735-7855

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$259,520

Up $25,625 (+11%) from 2015

Net Assets

Up

$259,077

Up $25,541 (+11%) from 2015

Liabilities

Up

$443

Up $84 (+23%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Up

$67,026

Up $9,944 (+17%) from 2015

Expenses

Up

$41,984

Up $22,090 (+111%) from 2015

Net Income

Down

$25,042

Down $12,146 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$259,520
Liabilities$443
Net Assets$259,077
Open 2016 Filing

Operations Trend

Revenue Growth71st 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

2016

Revenue$67,026
Expenses$41,984
Net Income$25,042
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 12, 2016
Return Version
2015v2.1
Gross Receipts
$85,430
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
Savings and Temporary Cash Investments$100,000$125,000▲ $25,000
Cash and Non-Interest-Bearing Accounts$118,253$119,876▲ $1,623
Inventories for Sale or Use$15,642$14,644▼ $998
Total Assets$233,895$259,520▲ $25,625
Liabilities
Accounts Payable and Accrued Expenses$359$443▲ $84
Total Liabilities$359$443▲ $84
Net Assets / Fund Balance
Unrestricted Net Assets$168,036$163,642▼ $4,394
Temporarily Rstr Net Assets$65,500$95,435▲ $29,935
Total Net Assets Fund Balance$233,536$259,077▲ $25,541
Total Liabilities and Net Assets / Fund Balance$233,895$259,520▲ $25,625
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Paul TruschkePresident and Board Member
Carol RowleyVice President and Board Memb
Patricia BoomBoard Member
Robert DownumBoard Member
Shirley ErnestBoard Member
Tony KingBoard Member
Carol LopezSecretary and Board Member
Mary WohlersTreasurer and Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$35,768
Program Service Revenue
$0
Investment Income
$1,310
Other Revenue
$29,948
All Other Contributions
$31,738
Change in Net Assets
$25,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,115
Other Expenses$4,869
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,115--$37,115
Insurance-$1,799-$1,799
Information Technology-$1,173-$1,173
Office Expenses-$603-$603
Conferences and Meetings-$430-$430
Interest-$400-$400
Other Expenses-$239-$239
Fees for Services Management-$225-$225
Total Functional Expenses$37,115$4,869$0$41,984
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SRHF Ole 1850s Barn Restoration-170Restoration$31,666
SRHF FHF Tractor Restoration grant-170Maintenance$2,951
SRHF Grants Awarded - FHF & City-170Maintenance$1,952
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,188
Fundraising Direct Expenses$13,821
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$42,138$42,138$13,821$28,317
Total Events$42,138$42,138$13,821$28,317
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. 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
Address
PO Box 1, San Ramon, CA 94583

Signing Officer

Name
Carol Rowley
Title
President Inco
Phone
9257357855
Signed
2016-11-12
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
35

Preparer

Firm
Liberty Tax Service San Ramon
Address
2440 Camino Ramon Suite 275, SAN RAMON, CA 94583
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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SRHF Ole 1850s Barn Restoration
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SRHF FHF Tractor Restoration grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SRHF Grants Awarded - FHF & City
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Monitoring procedures are done regularly in accordance with the organizations bylaws.
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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. 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.
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/WebsiteAddressTxt0www.SRHF.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Rowley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President Inco
ReturnHeader/BusinessOfficerGrp/PhoneNum09257357855
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Ramon Historic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANR
ReturnHeader/Filer/EIN0202707850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1
ReturnHeader/Filer/USAddress/CityNm0San Ramon
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,520
Liabilities
$443
Net assets
$259,077
Revenue
$67,026
Expenses
$41,984
Net income
$25,042
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