Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2017 • EIN 20-2707850

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 23, 2017

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

58th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$218,362

Down $41,158 (-16%) from 2016

Net Assets

Down

$217,931

Down $41,146 (-16%) from 2016

Liabilities

Down

$431

Down $12 (-2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin6th percentile

Revenue

Down

$56,129

Down $10,897 (-16%) from 2016

Expenses

Up

$97,361

Up $55,377 (+132%) from 2016

Net Income

Down

-$41,232

Down $66,274 (-265%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2017

Assets$218,362
Liabilities$431
Net Assets$217,931
Open 2017 Filing

Operations Trend

Revenue Growth27th 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

2017

Revenue$56,129
Expenses$97,361
Net Income-$41,232
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 23, 2017
Return Version
2016v3.0
Gross Receipts
$73,274
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$125,000$125,000→ $0
Cash and Non-Interest-Bearing Accounts$119,876$79,245▼ $40,631
Inventories for Sale or Use$14,644$14,117▼ $527
Total Assets$259,520$218,362▼ $41,158
Liabilities
Accounts Payable and Accrued Expenses$443$431▼ $12
Total Liabilities$443$431▼ $12
Net Assets / Fund Balance
Unrestricted Net Assets$163,642$189,635▲ $25,993
Temporarily Rstr Net Assets$95,435$28,296▼ $67,139
Total Net Assets Fund Balance$259,077$217,931▼ $41,146
Total Liabilities and Net Assets / Fund Balance$259,520$218,362▼ $41,158
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Carol RowleyPresident and Chair of Board
Shirley ErnestVice-President and Board Memb
Barbara CipollaBoard Member
Patricia BoomBoard Member
Robert DownumBoard Member
Sheila TruschkeBoard Member
Tony KingBoard Member
Carol LopezSecretary and Board Member
Mary WohlersTreasurer and Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$27,829
Program Service Revenue
$0
Investment Income
$1,622
Other Revenue
$26,678
All Other Contributions
$23,524
Change in Net Assets
$-41,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,061
Other Expenses$4,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,061--$93,061
Insurance-$1,799-$1,799
Information Technology-$979-$979
Office Expenses-$666-$666
Interest-$290-$290
Fees for Services Management-$200-$200
Other Expenses-$155-$155
Occupancy-$97-$97
Conferences and Meetings-$75-$75
Fees for Services Other-$39-$39
Total Functional Expenses$93,061$4,300$0$97,361
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SRHF Ole 1850s Barn Restoration-170Restoration$83,333
SRHF FHF Tractor Restoration grant-170Maintenance$4,867
SRHF Grants Awarded - FHF & City-170Maintenance$3,975
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,863
Fundraising Direct Expenses$14,653
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$38,863$38,863$14,653$24,210
Total Events$38,863$38,863$14,653$24,210
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
Phone
9257357855
Signed
2017-08-23
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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076976
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077326
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038863
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024210
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014653
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt083333
IRS990ScheduleI/RecipientTable/CashGrantAmt14867
IRS990ScheduleI/RecipientTable/CashGrantAmt23975
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Restoration
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Maintenance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Maintenance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SRHF Ole 1850s Barn Restoration
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SRHF FHF Tractor Restoration grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SRHF Grants Awarded - FHF & City
IRS990ScheduleI/RecipientTable/RecipientEIN0202707850
IRS990ScheduleI/RecipientTable/RecipientEIN1202707850
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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. 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/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093061
IRS990/TotalFunctionalExpensesGrp/TotalAmt097361
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt028300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056129
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/WebsiteAddressTxt0www.SRHF.org

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,362
Liabilities
$431
Net assets
$217,931
Revenue
$56,129
Expenses
$97,361
Net income
-$41,232
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