Civic Intelligence

Sacramento Heritage Inc

EIN 51-0204578 • 501(c)3 • Sacramento, CA

Revoked990-N Coverage

Profile

Historical society

Revocation date: Nov 15, 2023

300 Richards BlvdSacramento, CA 95811

sacramentoheritage.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • 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

92nd percentile

60%

Higher net margin than 92% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

$13,558

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$13,558

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

$2,500

No earlier filing loaded for comparison.

Expenses

$988

No earlier filing loaded for comparison.

Net Income

$1,512

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2020: $13,558Liabilities 2020: $0Net Assets 2020: $13,5582020

Highlighted filing

2020

Assets$13,558
Liabilities$0
Net Assets$13,558
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0K$2.0K$1.0K$0Revenue 2020: $2,500Expenses 2020: $988Net Income 2020: $1,5122020

Highlighted filing

2020

Revenue$2,500
Expenses$988
Net Income$1,512
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,558
Liabilities
$0
Net assets
$13,558
Revenue
$2,500
Expenses
$988
Net income
$1,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$2.50$0.99$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$2,500
Mission and Program Overview

Mission

Historical society

Program Services

DescriptionGrantsExpenses
Walking Tour App benefited the public by promoting the culture of Sacramento and its historical importance$0$320
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carson AndersonExecutive Director-$0--
William BurgChair-$0--
Jose EsparzaVice Chair-$0--
Melisa GaudreauTreasurer-$0--
Audreyell AndersonDeputy City Attorney-$0--
Kay WorthingtonAt Large-$0--
Terri KletzmanAt Large-$0--
Megan RepkaAt Large-$0--
Jackie WhitelamAt Large-$0--
Filing and Contact Details

Filer

Filer Name
Sacramento Heritage Inc
EIN
51-0204578
Phone
9168088259
Address
300 Richards Blvd, Sacramento, CA 95811

Signing Officer

Name
Kay Worthington
Title
Board Member At Large
Phone
9168088259
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Kay Worthington
Phone
9162346368
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Touring app, website and sponsorship”

Part II, Line 24

“Hamilton Fund”

Raw XML Appendix222 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/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Burg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jose Esparza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melisa Gaudreau
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Deputy City Attorney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8At Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07904
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07904
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0820
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0168
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://sacramentoheritage.org/
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Touring app, website and sponsorship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hamilton Fund
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kay Worthington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Member At Large
ReturnHeader/BusinessOfficerGrp/PhoneNum09168088259
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRAMENTO HERITAGE INC
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0510204578
ReturnHeader/Filer/PhoneNum09168088259
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Richards Blvd
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095811
ReturnHeader/PreparerPersonGrp/PhoneNum09162346368
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kay Worthington
ReturnHeader/ReturnTs02020-11-03T09:13:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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