Civic Intelligence

San Ramon Historic Foundation

990 • Fiscal year 2018 • EIN 20-2707850

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

98th percentile

336%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1219%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$952,339

Up $733,977 (+336%) from 2017

Net Assets

Up

$951,982

Up $734,051 (+337%) from 2017

Liabilities

Down

$357

Down $74 (-17%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin99th percentile

Revenue

Up

$740,278

Up $684,149 (+1219%) from 2017

Expenses

Down

$6,211

Down $91,150 (-94%) from 2017

Net Income

Up

$734,067

Up $775,299 (+1880%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2018

Assets$952,339
Liabilities$357
Net Assets$951,982
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$740,278
Expenses$6,211
Net Income$734,067
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.2
Gross Receipts
$761,057
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
Investments in Publicly Traded Securities-$688,946-
Savings and Temporary Cash Investments$125,000$125,000→ $0
Cash and Non-Interest-Bearing Accounts$79,245$123,997▲ $44,752
Inventories for Sale or Use$14,117$14,356▲ $239
Prepaid Expenses and Deferred Charges-$40-
Total Assets$218,362$952,339▲ $733,977
Liabilities
Accounts Payable and Accrued Expenses$431$357▼ $74
Total Liabilities$431$357▼ $74
Net Assets / Fund Balance
Temporarily Rstr Net Assets$28,296$755,948▲ $727,652
Unrestricted Net Assets$189,635$196,034▲ $6,399
Total Net Assets Fund Balance$217,931$951,982▲ $734,051
Total Liabilities and Net Assets / Fund Balance$218,362$952,339▲ $733,977
Compensation and Service Providers
Top Officer Pay50th 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
Tony KingBoard Member
Carol LopezSecretary and Board Member
Mary WohlersTreasurer and Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$713,375
Program Service Revenue
$0
Investment Income
$1,920
Other Revenue
$24,983
All Other Contributions
$705,185
Change in Net Assets
$734,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,437
Grants and Similar Amounts Paid$2,774
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,774--$2,774
Insurance-$1,799-$1,799
Fees for Services Other-$442-$442
Information Technology-$412-$412
Interest-$288-$288
Fees for Services Management-$200-$200
Other Expenses-$193-$193
Office Expenses-$103-$103
Total Functional Expenses$2,774$3,437$0$6,211
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,917
Fundraising Direct Expenses$18,772
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$41,917$41,917$18,772$23,145
Total Events$41,917$41,917$18,772$23,145
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
9255701053
Signed
2018-11-30
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Liberty Tax Service - San Ramon
Address
2440 Camino Ramon, 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”

Raw XML Appendix398 raw XML fields

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/PublicSupportTotal509Amt01076871
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0759137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102021
IRS990ScheduleA/Total509Grp/TotalAmt01076871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0761057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01082174
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018772
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041917
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023145
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018772
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018772
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt028296
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0755948
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0218362
IRS990/TotalAssetsEOYAmt0952339
IRS990/TotalAssetsGrp/BOYAmt0218362
IRS990/TotalAssetsGrp/EOYAmt0952339
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0713375
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02774
IRS990/TotalFunctionalExpensesGrp/TotalAmt06211
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0431
IRS990/TotalLiabilitiesEOYAmt0357
IRS990/TotalLiabilitiesGrp/BOYAmt0431
IRS990/TotalLiabilitiesGrp/EOYAmt0357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0217931
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0951982
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02774
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0740278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0952339
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0189635
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0196034
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.SRHF.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Rowley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09255701053
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACB100D66593EAD05ED3FC62726EE313783A61B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACB100D66593EAD05ED3FC62726EE313783A61B5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId068323820183521rviddp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.6.26.222
ReturnHeader/FilingSecurityInformation/IPDt02018-12-18
ReturnHeader/FilingSecurityInformation/IPTm017:51:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205779843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberty Tax Service - San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02440 Camino Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252751040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Downum EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-18T17:37:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,339
Liabilities
$357
Net assets
$951,982
Revenue
$740,278
Expenses
$6,211
Net income
$734,067
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