Civic Intelligence

Sonoma League for Historic Preservation

EIN 23-7358957 • 501(c)3 • Sonoma, CA

Profile

The mission is to educate, promote interest in, and advocate for the preservation of historic buildings, neighborhoods, and landscapes in the City of Sonoma and Sonoma Valley.

PO Box 766Sonoma, CA 95476

preservesonoma.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$738,308

Down $5,311 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$738,308

Down $5,311 (-0.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin25th percentile

Revenue

Down

$38,701

Down $41,204 (-52%) from 2023

Expenses

Down

$41,971

Down $33,589 (-44%) from 2023

Net Income

Down

-$3,270

Down $7,615 (-175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2010: $908,464Liabilities 2010: $0Net Assets 2010: $908,4642010Assets 2011: $875,694Liabilities 2011: $1Net Assets 2011: $875,6932011Assets 2012: $837,226Liabilities 2012: $0Net Assets 2012: $837,2262012Assets 2013: $803,896Liabilities 2013: $0Net Assets 2013: $803,8962013Assets 2014: $767,344Liabilities 2014: $0Net Assets 2014: $767,3442014Assets 2015: $724,976Liabilities 2015: $0Net Assets 2015: $724,9762015Assets 2016: $706,051Liabilities 2016: $0Net Assets 2016: $706,0512016Assets 2017: $814,231Liabilities 2017: $600Net Assets 2017: $813,6312017Assets 2018: $773,235Liabilities 2018: $735Net Assets 2018: $772,5002018Assets 2020: $726,874Liabilities 2020: $0Net Assets 2020: $726,8742020Assets 2021: $620,700Liabilities 2021: $0Net Assets 2021: $620,7002021Assets 2022: $737,431Liabilities 2022: $0Net Assets 2022: $737,4312022Assets 2023: $743,619Liabilities 2023: $0Net Assets 2023: $743,6192023Assets 2024: $738,308Liabilities 2024: $0Net Assets 2024: $738,3082024

Highlighted filing

2024

Assets$738,308
Liabilities$0
Net Assets$738,308
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KExpenses 2010: $84,0652010Expenses 2011: $64,6702011Expenses 2012: $69,1002012Revenue 2013: $20,287Expenses 2013: $53,617Net Income 2013: -$33,3302013Revenue 2014: $30,207Expenses 2014: $66,759Net Income 2014: -$36,5522014Revenue 2015: $20,580Expenses 2015: $62,948Net Income 2015: -$42,3682015Revenue 2016: $61,753Expenses 2016: $80,678Net Income 2016: -$18,9252016Revenue 2017: $184,499Expenses 2017: $76,319Net Income 2017: $108,1802017Revenue 2018: $33,357Expenses 2018: $74,488Net Income 2018: -$41,1312018Revenue 2020: $33,033Expenses 2020: $63,582Net Income 2020: -$30,5492020Revenue 2021: $51,910Expenses 2021: $132,604Net Income 2021: -$80,6942021Revenue 2022: $59,856Expenses 2022: $64,615Net Income 2022: -$4,7592022Revenue 2023: $79,905Expenses 2023: $75,560Net Income 2023: $4,3452023Revenue 2024: $38,701Expenses 2024: $41,971Net Income 2024: -$3,2702024

Highlighted filing

2024

Revenue$38,701
Expenses$41,971
Net Income-$3,270
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$738,308
Liabilities
$0
Net assets
$738,308
Revenue
$38,701
Expenses
$41,971
Net income
-$3,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.38$0.00$7.38$0.39$0.42$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.80$0.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.60$0.65$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.52$1.33$0.81
2020Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.33$0.64$0.31
2018Detailed filing. Detailed filing data is available for this year.$7.73$0.01$7.73$0.33$0.74$0.41
2017Detailed filing. Detailed filing data is available for this year.$8.14$0.01$8.14$1.84$0.76$1.08
2016Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.62$0.81$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.21$0.63$0.42
2014Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.30$0.67$0.37
2013Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.20$0.54$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$0.00$8.37$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.76$0.00$8.76$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.08$0.00$9.08$0.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$77,448
Mission and Program Overview

Mission

The mission is to educate, promote interest in, and advocate for the preservation of historic buildings, neighborhoods, and landscapes in the city of sonoma and sonoma valley.

Educate promote interest in and advocate for the preservation of historic buildings neighborhoods and landscapes in the city

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$669,687$669,687→ $0
Savings and Temporary Cash Investments$73,932$65,835▼ $8,097
Total Assets$743,619$738,308▼ $5,311
Other Assets Total-$2,786-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$743,619$738,308▼ $5,311
Total Net Assets Fund Balance$743,619$738,308▼ $5,311
Total Liabilities and Net Assets / Fund Balance$743,619$738,308▼ $5,311

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$669,687-$669,687
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Chip AllenPresident
Bill WisialowskiDirector
Sharel McveyDirector
Linda JacksonSecretary
Mary SzykownyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,394
Program Service Revenue
$9,981
Investment Income
$0
Other Revenue
$-10,674
All Other Contributions
$31,674
Change in Net Assets
$-3,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,971
Salaries, Compensation, and Employee Benefits$15,000
Total Fundraising Expense$9,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$15,000-$15,000
Occupancy$371$4,229$5,268$9,868
Advertising$504$3,776$1,153$5,433
Insurance-$4,413-$4,413
Fees for Services Management$147$68$2,922$3,137
Office Expenses-$2,132$28$2,160
Fees for Services Accounting-$1,375-$1,375
Other Expenses-$50-$50
Total Functional Expenses$1,022$31,578$9,371$41,971
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Upon Request”

Part VI Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Sonoma League for Historic Preservation
EIN
23-7358957
In Care Of
% Mary Szykowny
Phone
7079388023
Address
PO Box 766, Sonoma, CA 95476

Signing Officer

Name
Mary Szykowny
Title
Treasurer
Phone
7079388023
Signed
2025-11-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Mary Szykowny
Formed
1972
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Unicom Tax Services
Address
755 Broadway, SONOMA, CA 95476
Preparer
Jack Ding Ea
Phone
7073431898
Supplemental Narrative

Additional Explanations

Line 11B

“Upon Request”

Line 19

“Upon Request”

Raw XML Appendix341 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
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SZYKOWNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sonoma League for Historic Preservation
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0237358957
ReturnHeader/Filer/InCareOfNm0% Mary Szykowny
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK DING EA
ReturnHeader/ReturnTs02025-11-13T17:40:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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