Civic Intelligence

Sacramento Trust for Historic Preservation

EIN 23-7172130 • 501(c)3 • Sacramento, CA

Profile

The sacramento trust for historic preservation makes charitable contributions to other tax exempt organizations whose efforts are the retaining and maintaining of property of historical significance, primarily in the sacramento area.

1014 2nd Street No 300Sacramento, CA 95814-3219

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-880%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $364,926 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $364,926 (-100%) from 2019

Revenue

Up

$40,275

Up $13,416 (+50%) from 2019

Expenses

Up

$394,826

Up $386,892 (+4876%) from 2019

Net Income

Down

-$354,551

Down $373,476 (-1973%) from 2019

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $345,582Liabilities 2013: $0Net Assets 2013: $345,5822013Assets 2014: $339,617Liabilities 2014: $0Net Assets 2014: $339,6172014Assets 2015: $325,675Liabilities 2015: $0Net Assets 2015: $325,6752015Assets 2016: $341,347Liabilities 2016: $0Net Assets 2016: $341,3472016Assets 2017: $347,945Liabilities 2017: $0Net Assets 2017: $347,9452017Assets 2018: $355,251Liabilities 2018: $0Net Assets 2018: $355,2512018Assets 2019: $364,926Liabilities 2019: $0Net Assets 2019: $364,9262019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2013: $3,916Expenses 2013: $2,380Net Income 2013: $1,5362013Revenue 2014: $2,276Expenses 2014: $9,742Net Income 2014: -$7,4662014Revenue 2015: $9,814Expenses 2015: $3,250Net Income 2015: $6,5642015Revenue 2016: $14,243Expenses 2016: $3,216Net Income 2016: $11,0272016Revenue 2017: $11,691Expenses 2017: $15,139Net Income 2017: -$3,4482017Revenue 2018: -$1,764Expenses 2018: $13,559Net Income 2018: -$15,3232018Revenue 2019: $26,859Expenses 2019: $7,934Net Income 2019: $18,9252019Revenue 2020: $40,275Expenses 2020: $394,826Net Income 2020: -$354,5512020

Highlighted filing

2020

Revenue$40,275
Expenses$394,826
Net Income-$354,551

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 14, 2021
Return Version
2019v5.2
Gross Receipts
$40,275
Mission and Program Overview

Mission

The sacramento trust for historic preservation makes charitable contributions to other tax exempt organizations whose efforts are the retaining and maintaining of property of historical significance, primarily in the sacramento area.

Program Services

DescriptionGrantsExpenses
PRESERVATION OF SACRAMENTO HISTORY$0$387,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SCURFIELDTreasurer-$0--
JENNIFER BASYEDirector-$0--
PHYLLIS HAMMERDirector-$0--
JOHAN OTTOPresident-$0--
JAMES CRAIGSecretary-$0--
DAIN DOMICHDirector-$0--
JUDD RIGGSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sacramento Trust for Historic
EIN
23-7172130
Phone
9164420493
Address
1014 2ND STREET NO 300, SACRAMENTO, CA 95814-3219

Signing Officer

Name
David Scurfield
Title
Treasurer
Phone
9164420493
Signed
2021-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Campbell Taylor Washburn
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Linda L House CPA
Phone
9169293680
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 9,037.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sacramento history alliance. Grantee address: 101 i street sacramento, ca 95814. Grantee relationship: none. Property description: cash. Date of gift: 10/10/19. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sacramento history alliance. Grantee address: 101 i street sacramento, ca 95814. Grantee relationship: none. Property description: cash. Date of gift: 08/10/20. Amount given: 385,426. Total included on form 990-ez, line 10: 387,926.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 3,978. Description: filing fees. Amount: 35. Description: meeting expense. Amount: 362. Total to form 990-ez, line 16: 4,375.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain or loss on investment. Amount: -10,375.

Form 990-ez, Part II, Line 24 - Other Assets

Description: smith barney mutual fund. Beg. Of year amount: 343,173. End of year amount: 0.

Raw XML Appendix199 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0THE SACRAMENTO TRUST FOR HISTORIC PRESERVATION MAKES CHARITABLE CONTRIBUTIONS TO OTHER TAX EXEMPT ORGANIZATIONS WHOSE EFFORTS ARE THE RETAINING AND MAINTAINING OF PROPERTY OF HISTORICAL SIGNIFICANCE, PRIMARILY IN THE SACRAMENTO AREA.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-08-10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 9,037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SACRAMENTO HISTORY ALLIANCE. GRANTEE ADDRESS: 101 I STREET SACRAMENTO, CA 95814. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/10/19. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SACRAMENTO HISTORY ALLIANCE. GRANTEE ADDRESS: 101 I STREET SACRAMENTO, CA 95814. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/10/20. AMOUNT GIVEN: 385,426. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 387,926.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANK CHARGES. AMOUNT: 3,978. DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: MEETING EXPENSE. AMOUNT: 362. TOTAL TO FORM 990-EZ, LINE 16: 4,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN OR LOSS ON INVESTMENT. AMOUNT: -10,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: SMITH BARNEY MUTUAL FUND. BEG. OF YEAR AMOUNT: 343,173. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRAMENTO TRUST FOR HISTORIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESERVATION
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0237172130
ReturnHeader/Filer/PhoneNum09164420493
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ReturnHeader/PreparerPersonGrp/PhoneNum09169293680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L HOUSE CPA
ReturnHeader/ReturnTs02021-08-16T15:58:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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