Civic Intelligence

Save Our Heritage Organisation

EIN 23-7104876 • 501(c)3 • San Diego, CA

Profile

Preservation and education of San Diego Countys historic resources by preserving links to the past, and conserving community identity for the future.

3525 Seventh AvenueSan Diego, CA 92103

sohosandiego.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,623,633

Down $149,728 (-3.1%) from 2024

Liabilities

Up

$19,456

Up $12,655 (+186%) from 2024

Net Assets

Down

$4,604,177

Down $162,383 (-3.4%) from 2024

Operations
Liabilities / Revenue31st percentileNet Margin19th percentile

Revenue

Up

$1,410,246

Up $889,211 (+171%) from 2024

Expenses

Up

$1,597,715

Up $1,014,738 (+174%) from 2024

Net Income

Down

-$187,469

Down $125,527 (-203%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $2,428,604Liabilities 2012: $3,752Net Assets 2012: $2,424,8522012Assets 2013: $2,527,563Liabilities 2013: $5,581Net Assets 2013: $2,521,9822013Assets 2014: $2,646,172Liabilities 2014: $5,375Net Assets 2014: $2,640,7972014Assets 2015: $3,203,729Liabilities 2015: $7,188Net Assets 2015: $3,196,5412015Assets 2016: $3,475,900Liabilities 2016: $16,380Net Assets 2016: $3,459,5202016Assets 2017: $3,564,970Liabilities 2017: $41,245Net Assets 2017: $3,523,7252017Assets 2018: $3,862,472Liabilities 2018: $12,811Net Assets 2018: $3,849,6612018Assets 2019: $4,230,952Liabilities 2019: $18,016Net Assets 2019: $4,212,9362019Assets 2020: $4,373,042Liabilities 2020: $155,420Net Assets 2020: $4,217,6222020Assets 2021: $4,395,101Liabilities 2021: $31,296Net Assets 2021: $4,363,8052021Assets 2023: $4,774,041Liabilities 2023: $5,853Net Assets 2023: $4,768,1882023Assets 2024: $4,773,361Liabilities 2024: $6,801Net Assets 2024: $4,766,5602024Assets 2025: $4,623,633Liabilities 2025: $19,456Net Assets 2025: $4,604,1772025

Highlighted filing

2025

Assets$4,623,633
Liabilities$19,456
Net Assets$4,604,177
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $788,1122012Expenses 2013: $893,0002013Revenue 2014: $952,734Expenses 2014: $833,919Net Income 2014: $118,8152014Revenue 2015: $1,477,323Expenses 2015: $921,579Net Income 2015: $555,7442015Revenue 2016: $1,202,385Expenses 2016: $938,414Net Income 2016: $263,9712016Revenue 2017: $1,163,690Expenses 2017: $1,099,485Net Income 2017: $64,2052017Revenue 2018: $1,345,708Expenses 2018: $1,019,772Net Income 2018: $325,9362018Revenue 2019: $1,415,757Expenses 2019: $1,079,785Net Income 2019: $335,9722019Revenue 2020: $1,012,887Expenses 2020: $1,008,201Net Income 2020: $4,6862020Revenue 2021: $833,970Expenses 2021: $687,787Net Income 2021: $146,1832021Revenue 2023: $678,603Expenses 2023: $528,057Net Income 2023: $150,5462023Revenue 2024: $521,035Expenses 2024: $582,977Net Income 2024: -$61,9422024Revenue 2025: $1,410,246Expenses 2025: $1,597,715Net Income 2025: -$187,4692025

Highlighted filing

2025

Revenue$1,410,246
Expenses$1,597,715
Net Income-$187,469
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,623,633
Liabilities
$19,456
Net assets
$4,604,177
Revenue
$1,410,246
Expenses
$1,597,715
Net income
-$187,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$0.02$4.60$1.41$1.60$0.19
2024Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.77$0.52$0.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.77$0.68$0.53$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.03$4.36$0.83$0.69$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.16$4.22$1.01$1.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.02$4.21$1.42$1.08$0.34
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.85$1.35$1.02$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.04$3.52$1.16$1.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.02$3.46$1.20$0.94$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.01$3.20$1.48$0.92$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.01$2.64$0.95$0.83$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.01$2.52$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.42$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$1,435,887
Mission and Program Overview

Mission

Preservation and education of San Diego Countys historic resources by preserving links to the past, and conserving community identity for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,464,516$3,353,891▼ $110,625
Inventories for Sale or Use$34,671$30,476▼ $4,195
Savings and Temporary Cash Investments$25,018--
Cash and Non-Interest-Bearing Accounts$23,309$21,657▼ $1,652
Accounts Receivable$16,297$8,059▼ $8,238
Total Assets$4,773,361$4,623,633▼ $149,728
Other Assets Total$1,209,550$1,209,550→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,801$19,456▲ $12,655
Total Liabilities$6,801$19,456▲ $12,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,703,716$4,501,574▼ $202,142
Net Assets With Donor Restrictions$62,844$102,603▲ $39,759
Total Net Assets Fund Balance$4,766,560$4,604,177▼ $162,383
Total Liabilities and Net Assets / Fund Balance$4,773,361$4,623,633▼ $149,728

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$37,545$37,545
Other Assets Org$1,209,550--
Other Securities$3,353,891--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Bruce CoonsExecutive DirectorFT$131,388$131,388

Board Members and Trustees

NameTitle
David GoldbergPresident
David SwarensVice-President
Dan SoderbergDirector
Erik HansonDirector
Janet O'DeaDirector
Jennifer MacdonaldDirector
John RushDirector
Paul JohnsonSecretary
Jessica McGeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,180,865
Program Service Revenue
$54,638
Investment Income
$159,318
Other Revenue
$15,425
All Other Contributions
$108,984
Change in Net Assets
$-187,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,410,246
Revenue Not Reported on Form 990
$25,086
Total Revenue per Audited Statements
$1,435,332
Total Revenue per Form 990
$1,410,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,104,536
Salaries, Compensation, and Employee Benefits$493,179
Total Fundraising Expense$53,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,006,876$2,788$7,024$1,006,876
Other Salaries and Wages$121,042$106,793$31,237$259,072
Current Officers, Directors, Trustees, and Key Employees-$131,388-$131,388
Other Employee Benefits$22,411$46,697$3,183$72,291
Payroll Taxes$9,433$18,561$2,434$30,428
Office Expenses$11,450$3,423$7,020$21,893
Insurance$5,945$8,377$360$14,682
All Other Expenses$5,642$5,211$86$10,939
Fees for Services Accounting$257$6,354$1,589$8,200
Fees for Services Other$4,600--$4,600
Advertising$1,761$534-$2,295
Fees for Services Legal$1,385--$1,385
Travel-$17-$17
Total Functional Expenses$1,214,429$330,143$53,143$1,597,715

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,597,715
Total Expenses per Audited Statements$1,597,715
Total Expenses per Form 990$1,597,715
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed during a meeting of the Board of Directors”

Form 990, Part VI, Section B, Line 12C

“Any potential conflict of interest is reviewed at meetings of the Board of Directors. Members with a conflict of interest are excluded from voting on measures when appropriate.”

Form 990, Part VI, Section B, Line 15A

“Compensation of Executive Director is reviewed and approved by the Board of Directors after comparing salary levels with similar Organizations.”

Form 990, Part VI, Section B, Line 15B

“Compensation of key employees is reviewed and approved by the Board of Directors after comparing salary levels with similar Organizations.”

Form 990, Part VI, Section C, Line 19

“Copies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Save Our Heritage Organisation
EIN
23-7104876
In Care Of
% Dean Glass
Phone
6192979327
Address
3525 Seventh Avenue, San Diego, CA 92103

Signing Officer

Name
Bruce Coons
Title
Executive Director
Phone
6192979327
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Coons
Formed
1969
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
25

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Raw XML AppendixShowing 400 of 470 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06801
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019456
IRS990/AccountsReceivableGrp/BOYAmt016297
IRS990/AccountsReceivableGrp/EOYAmt08059
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Preservation and education of San Diego Countys historic resources by preserving links to the past, and conserving community identity for the future.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0534
IRS990/AdvertisingGrp/ProgramServicesAmt01761
IRS990/AdvertisingGrp/TotalAmt02295
IRS990/AllOtherContributionsAmt0108984
IRS990/AllOtherExpensesGrp/FundraisingAmt086
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05211
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05642
IRS990/AllOtherExpensesGrp/TotalAmt010939
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jessica McGee
IRS990/BooksInCareOfDetail/PhoneNum06192979327
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03525 Seventh Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092103
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023309
IRS990/CashNonInterestBearingGrp/EOYAmt021657
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0131388
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0131388
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt05630
IRS990/CostOfGoodsSoldAmt025641
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01180865
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0159318
IRS990/CYOtherExpensesAmt01104536
IRS990/CYOtherRevenueAmt015425
IRS990/CYProgramServiceRevenueAmt054638
IRS990/CYRevenuesLessExpensesAmt0-187469
IRS990/CYSalariesCompEmpBnftPaidAmt0493179
IRS990/CYTotalExpensesAmt01597715
IRS990/CYTotalFundraisingExpenseAmt053143
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01410246
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Historic Site, Museums and Retail SOHO operates several buildings and museums. The exhibits themselves are historical in nature, and contained therein, are historical artifacts both for their preservation and public viewing.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt062844
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0102603
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01098601
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01589
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06354
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0257
IRS990/FeesForServicesAccountingGrp/TotalAmt08200
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01385
IRS990/FeesForServicesLegalGrp/TotalAmt01385
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04600
IRS990/FeesForServicesOtherGrp/TotalAmt04600
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Bruce Coons
IRS990/Form990PartVIISectionAGrp/PersonNm1David Goldberg
IRS990/Form990PartVIISectionAGrp/PersonNm2David Swarens
IRS990/Form990PartVIISectionAGrp/PersonNm3Jessica McGee
IRS990/Form990PartVIISectionAGrp/PersonNm4Paul Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm5Erik Hanson
IRS990/Form990PartVIISectionAGrp/PersonNm6John Rush
IRS990/Form990PartVIISectionAGrp/PersonNm7Dan Soderberg
IRS990/Form990PartVIISectionAGrp/PersonNm8Jennifer Macdonald
IRS990/Form990PartVIISectionAGrp/PersonNm9Janet O'Dea
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0131388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt05630
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01053728
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01435887
IRS990/GrossSalesOfInventoryAmt041066
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0360
IRS990/InsuranceGrp/ManagementAndGeneralAmt08377
IRS990/InsuranceGrp/ProgramServicesAmt05945
IRS990/InsuranceGrp/TotalAmt014682
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt034671
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030476
IRS990/InvestmentIncomeGrp/ExclusionAmt0159318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0159318
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03464516
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03353891
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037545
IRS990/LandBldgEquipCostOrOtherBssAmt037545
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt012523
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Preservation and education of San Diego Countys historic resources by preserving links to the past, and conserving community identity for the future.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04766560
IRS990/NetAssetsOrFundBalancesEOYAmt04604177
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt015425
IRS990/NetUnrlzdGainsLossesInvstAmt025086
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04703716
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04501574
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt07020
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03423
IRS990/OfficeExpensesGrp/ProgramServicesAmt011450
IRS990/OfficeExpensesGrp/TotalAmt021893
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01209550
IRS990/OtherAssetsTotalGrp/EOYAmt01209550
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03183
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046697
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022411
IRS990/OtherEmployeeBenefitsGrp/TotalAmt072291
IRS990/OtherExpensesGrp/Desc0Outreach
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/Desc2Programming/events
IRS990/OtherExpensesGrp/Desc3Marston House - Repairs Maintenance
IRS990/OtherExpensesGrp/FundraisingAmt0210
IRS990/OtherExpensesGrp/FundraisingAmt17024
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02788
IRS990/OtherExpensesGrp/ProgramServicesAmt017489
IRS990/OtherExpensesGrp/ProgramServicesAmt12356
IRS990/OtherExpensesGrp/ProgramServicesAmt23782
IRS990/OtherExpensesGrp/ProgramServicesAmt31006876
IRS990/OtherExpensesGrp/TotalAmt017489
IRS990/OtherExpensesGrp/TotalAmt15354
IRS990/OtherExpensesGrp/TotalAmt210806
IRS990/OtherExpensesGrp/TotalAmt31006876
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031237
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0106793
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121042
IRS990/OtherSalariesAndWagesGrp/TotalAmt0259072
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02434
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018561
IRS990/PayrollTaxesGrp/ProgramServicesAmt09433
IRS990/PayrollTaxesGrp/TotalAmt030428
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Bruce Coons
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Marston House Admissions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054638
IRS990/ProgSrvcAccomActy2Grp/Desc0Events and Education Services SOHO conducts a number of architectural and specialty tours, events and exhibits to introduce the public to the history and value of San Diego regions built and natural environments.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046323
IRS990/ProgSrvcAccomActy3Grp/Desc0Advocacy SOHO works on a wide range of preservation issues with a common goal to protect and preserve the historic architecture and cultural resources of the region. This is done both proactively and in response to specific threats to historic cultural and architectural resources by providing effective advocacy to advance preservation laws and incentives.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt069505
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0273817
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0160887
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt095280
IRS990/PYOtherRevenueAmt019838
IRS990/PYProgramServiceRevenueAmt066493
IRS990/PYRevenuesLessExpensesAmt0-61942
IRS990/PYSalariesCompEmpBnftPaidAmt0487697
IRS990/PYTotalExpensesAmt0582977
IRS990/PYTotalRevenueAmt0521035
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-187469
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01175235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0270101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0952442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0690530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03222698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0159318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0156387
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt094579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124899
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0535183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0131072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0429513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0159318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0156387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124899
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0535183
IRS990ScheduleA/InvestmentIncomeCYPct00.12780
IRS990ScheduleA/InvestmentIncomePYPct00.11820
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87220
IRS990ScheduleA/PublicSupportPY509Pct00.88180
IRS990ScheduleA/PublicSupportTotal509Amt03652211
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01270939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0368408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0265462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01038331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0709071
IRS990ScheduleA/Total509Grp/TotalAmt03652211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01430257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0524795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0360041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01038331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0833970
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04187394
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
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037545
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037545
IRS990ScheduleD/ExpensesSubtotalAmt01597715
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/NetUnrealizedGainsInvstAmt025086
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01209550
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Historical Artifacts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03353891
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt025086
IRS990ScheduleD/RevenueSubtotalAmt01410246
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01209550
IRS990ScheduleD/TotalBookValueSecuritiesAmt03353891
IRS990ScheduleD/TotalExpensesPerForm990Amt01597715
IRS990ScheduleD/TotalRevenuePerForm990Amt01410246
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01435332
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01597715
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed during a meeting of the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any potential conflict of interest is reviewed at meetings of the Board of Directors. Members with a conflict of interest are excluded from voting on measures when appropriate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation of Executive Director is reviewed and approved by the Board of Directors after comparing salary levels with similar Organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of key employees is reviewed and approved by the Board of Directors after comparing salary levels with similar Organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Copies are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.