Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2015 • EIN 20-2707850

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 31, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$233,895

Up $37,162 (+19%) from 2014

Net Assets

Up

$233,536

Up $37,405 (+19%) from 2014

Liabilities

Down

$359

Down $243 (-40%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Down

$57,082

Down $22,491 (-28%) from 2014

Expenses

Down

$19,894

Down $22,869 (-53%) from 2014

Net Income

Up

$37,188

Up $378 (+1.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2015

Assets$233,895
Liabilities$359
Net Assets$233,536
Open 2015 Filing

Operations Trend

Revenue Growth18th 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

2015

Revenue$57,082
Expenses$19,894
Net Income$37,188
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 31, 2015
Return Version
2014v6.0
Gross Receipts
$76,327
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$155,449$118,253▼ $37,196
Savings and Temporary Cash Investments$27,181$100,000▲ $72,819
Inventories for Sale or Use$14,103$15,642▲ $1,539
Total Assets$196,733$233,895▲ $37,162
Liabilities
Accounts Payable and Accrued Expenses$602$359▼ $243
Total Liabilities$602$359▼ $243
Net Assets / Fund Balance
Unrestricted Net Assets$175,872$168,036▼ $7,836
Temporarily Rstr Net Assets$20,259$65,500▲ $45,241
Total Net Assets Fund Balance$196,131$233,536▲ $37,405
Total Liabilities and Net Assets / Fund Balance$196,733$233,895▲ $37,162
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Paul TruschkePresident and Board Member
Carol RowleyVice Chair
Dall BarleyBoard Member
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
$30,040
Program Service Revenue
$0
Investment Income
$72
Other Revenue
$26,970
All Other Contributions
$26,297
Change in Net Assets
$37,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,707
Other Expenses$5,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,707--$14,707
Insurance-$1,799-$1,799
Information Technology-$1,068-$1,068
Office Expenses-$798-$798
Fees for Services Management-$478-$478
Interest-$424-$424
Fees for Services Accounting-$350-$350
Conferences and Meetings-$150-$150
Other Expenses-$120-$120
Total Functional Expenses$14,707$5,187$0$19,894
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Forest Home Farm----
San Ramon Glass House----
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,705
Fundraising Direct Expenses$16,915
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Food and Bev$41,705$41,705$16,915$24,790
Total Events$41,705$41,705$16,915$24,790
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

Filer Name
San Ramon Historic Foundation
EIN
20-2707850
Address
PO Box 1, San Ramon, CA 94583

Signing Officer

Name
Paul Truschke
Title
President
Phone
9257357855
Signed
2015-08-31
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Robert Downum
Address
2440 Camino Ramon No 275, 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”

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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/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01348
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075066
IRS990ScheduleA/Total509Grp/TotalAmt0440262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0441610
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016915
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Food and Bev
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041705
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024790
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016915
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0San Ramon Glass House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1San 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0196733
IRS990/TotalAssetsGrp/EOYAmt0233895
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030040
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05187
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014707
IRS990/TotalFunctionalExpensesGrp/TotalAmt019894
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0359
IRS990/TotalLiabilitiesGrp/BOYAmt0602
IRS990/TotalLiabilitiesGrp/EOYAmt0359
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014707
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026970
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057082
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0196733
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233895
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0175872
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0168036
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.SRHF.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Truschke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09257357855
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Ramon Historic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANR
ReturnHeader/Filer/EIN0202707850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205779843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Downum

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,895
Liabilities
$359
Net assets
$233,536
Revenue
$57,082
Expenses
$19,894
Net income
$37,188
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