Civic Intelligence

San Marino Heritage

EIN 26-4448142 • 501(c)3 • San Marino, CA

Pub. 78 Eligible

Profile

To promote, preserve and enhance san marino's cultural, historical and natural resources through advocacy, events and community organizing.

1404 Wilson AvenueSan Marino, CA 91108

www.sanmarinoheritage.org

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

58th percentile

5.8%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-90%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,370

Up $972 (+12%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$9,370

Up $972 (+12%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$3,092

Down $27,299 (-90%) from 2018

Expenses

Down

$2,913

Down $25,502 (-90%) from 2018

Net Income

Down

$179

Down $1,797 (-91%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$10K$5.0K$0Assets 2010: $2,051Liabilities 2010: $122Net Assets 2010: $1,9292010Assets 2012: $2,088Net Assets 2012: $2,0882012Assets 2013: $3,803Net Assets 2013: $3,8032013Assets 2014: $3,505Net Assets 2014: $3,5052014Assets 2015: $3,422Net Assets 2015: $3,4222015Assets 2016: $6,766Net Assets 2016: $6,7662016Assets 2017: $5,613Net Assets 2017: $5,6132017Assets 2018: $8,398Net Assets 2018: $8,3982018Assets 2019: $9,370Net Assets 2019: $9,3702019

Highlighted filing

2019

Assets$9,370
Liabilities-
Net Assets$9,370
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $2,762Expenses 2010: $2,871Net Income 2010: -$1092010Revenue 2012: $1,006Expenses 2012: $1,085Net Income 2012: -$792012Revenue 2013: $3,382Expenses 2013: $1,667Net Income 2013: $1,7152013Revenue 2014: $117Expenses 2014: $415Net Income 2014: -$2982014Revenue 2015: $1,074Expenses 2015: $1,248Net Income 2015: -$1742015Revenue 2016: $4,404Expenses 2016: $1,060Net Income 2016: $3,3442016Revenue 2017: $29,756Expenses 2017: $30,909Net Income 2017: -$1,1532017Revenue 2018: $30,391Expenses 2018: $28,415Net Income 2018: $1,9762018Revenue 2019: $3,092Expenses 2019: $2,913Net Income 2019: $1792019

Highlighted filing

2019

Revenue$3,092
Expenses$2,913
Net Income$179
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,370
Liabilities
-
Net assets
$9,370
Revenue
$3,092
Expenses
$2,913
Net income
$179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.37$9.37$3.09$2.91$0.18
2018Detailed filing. Detailed filing data is available for this year.$8.40$8.40$30.4$28.4$1.98
2017Detailed filing. Detailed filing data is available for this year.$5.61$5.61$29.8$30.9$1.15
2016Detailed filing. Detailed filing data is available for this year.$6.77$6.77$4.40$1.06$3.34
2015Detailed filing. Detailed filing data is available for this year.$3.42$3.42$1.07$1.25$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.51$3.51$0.12$0.42$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.80$3.80$3.38$1.67$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$2.09$1.01$1.09$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.12$1.93$2.76$2.87$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$3,092
Mission and Program Overview

Mission

To promote, preserve and enhance san marino's cultural, historical and natural resources through advocacy, events and community organizing.

Program Services

DescriptionGrantsExpenses
The mission of San Marino Heritage, a non-profit organization, is to promote, preserve and enhance San Marinos cultural, historical and natural resources.$2,914-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY JAGELSPresident & CEO-$0--
CURTIS HORTONVice President-$0--
CURTIS HORTONSecretary-$0--
SHIRLEY JAGELSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Marino Heritage
EIN
26-4448142
Phone
6264411404
Address
1404 WILSON AVENUE, SAN MARINO, CA 91108

Signing Officer

Name
Shirley Jagels
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Steven E Fishman CPA
Address
20 N Raymond Ave Suite 250, Pasadena, CA 91103
Preparer
Steven E Fishman
Phone
6267930909
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $449”

Other Expenses.1

“PO BOX RENTAL $90”

Other Expenses.4

“INSURANCE REFUND $-250”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHIRLEY JAGELS
IRS990EZ/BooksInCareOfDetail/PhoneNum06264411404
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01404 WILSON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08398
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03032
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0179
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02624
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09370
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03092
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08398
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY JAGELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CURTIS HORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CURTIS HORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHIRLEY JAGELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0793
IRS990EZ/OtherExpensesTotalAmt0289
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE, PRESERVE AND ENHANCE SAN MARINO'S CULTURAL, HISTORICAL AND NATURAL RESOURCES THROUGH ADVOCACY, EVENTS AND COMMUNITY ORGANIZING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission of San Marino Heritage, a non-profit organization, is to promote, preserve and enhance San Marinos cultural, historical and natural resources.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02914
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02913
IRS990EZ/TotalProgramServiceExpensesAmt02914
IRS990EZ/TotalRevenueAmt03092
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sanmarinoheritage.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059929
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09547
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt069476
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/Total509Grp/TotalAmt069476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03032
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PO BOX RENTAL $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE REFUND $-250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY JAGELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN MARINO HERITAGE
ReturnHeader/Filer/BusinessNameControlTxt0SANM
ReturnHeader/Filer/EIN0264448142
ReturnHeader/Filer/PhoneNum06264411404
ReturnHeader/Filer/USAddress/AddressLine1Txt01404 WILSON AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954683620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven E Fishman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 N Raymond Ave Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091103
ReturnHeader/PreparerPersonGrp/PhoneNum06267930909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Fishman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T17:15:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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