Civic Intelligence

Hobart Preservation Foundation

990 • Fiscal year 2018 • EIN 80-0518390

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 07, 2018

Organization ProfileN/A
582 Market Street Suite 412San Francisco, CA 94104

(415) 421-4100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.47x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

3.03x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$126,801

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$26,691,893

Up $88,414 (+0.3%) from 2017

Net Assets

Up

$14,263,224

Up $476,628 (+3.5%) from 2017

Liabilities

Down

$12,428,669

Down $388,214 (-3.0%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin69th percentile

Revenue

Up

$4,096,207

Up $548,783 (+15%) from 2017

Expenses

Up

$3,619,579

Up $191,477 (+5.6%) from 2017

Net Income

Up

$476,628

Up $357,306 (+299%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2012: $7,608,353Liabilities 2012: $7,813,848Net Assets 2012: -$205,4952012Assets 2014: $8,231,401Liabilities 2014: $8,051,925Net Assets 2014: $179,4762014Assets 2015: $21,613,866Liabilities 2015: $7,770,263Net Assets 2015: $13,843,6032015Assets 2016: $26,858,722Liabilities 2016: $13,191,446Net Assets 2016: $13,667,2762016Assets 2017: $26,603,479Liabilities 2017: $12,816,883Net Assets 2017: $13,786,5962017Assets 2018: $26,691,893Liabilities 2018: $12,428,669Net Assets 2018: $14,263,2242018Assets 2019: $25,514,347Liabilities 2019: $12,023,012Net Assets 2019: $13,491,3352019Assets 2020: $25,775,301Liabilities 2020: $11,731,916Net Assets 2020: $14,043,3852020Assets 2021: $24,942,337Liabilities 2021: $11,278,558Net Assets 2021: $13,663,7792021Assets 2022: $23,706,501Liabilities 2022: $10,903,442Net Assets 2022: $12,803,0592022Assets 2023: $23,303,609Liabilities 2023: $12,153,361Net Assets 2023: $11,150,2482023Assets 2024: $22,190,263Liabilities 2024: $11,864,492Net Assets 2024: $10,325,7712024

Highlighted filing

2018

Assets$26,691,893
Liabilities$12,428,669
Net Assets$14,263,224
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $2,064,8472012Revenue 2014: $2,834,975Expenses 2014: $2,905,399Net Income 2014: -$70,4242014Revenue 2015: $3,056,779Expenses 2015: $3,263,392Net Income 2015: -$206,6132015Revenue 2016: $3,355,077Expenses 2016: $3,531,404Net Income 2016: -$176,3272016Revenue 2017: $3,547,424Expenses 2017: $3,428,102Net Income 2017: $119,3222017Revenue 2018: $4,096,207Expenses 2018: $3,619,579Net Income 2018: $476,6282018Revenue 2019: $3,152,378Expenses 2019: $3,924,269Net Income 2019: -$771,8912019Revenue 2020: $4,506,548Expenses 2020: $3,948,492Net Income 2020: $558,0562020Revenue 2021: $3,593,927Expenses 2021: $3,842,283Net Income 2021: -$248,3562021Revenue 2022: $2,746,844Expenses 2022: $3,607,564Net Income 2022: -$860,7202022Revenue 2023: $2,066,601Expenses 2023: $3,695,775Net Income 2023: -$1,629,1742023Revenue 2024: $2,363,726Expenses 2024: $3,198,612Net Income 2024: -$834,8862024

Highlighted filing

2018

Revenue$4,096,207
Expenses$3,619,579
Net Income$476,628
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 7, 2018
Return Version
2017v2.2
Gross Receipts
$4,096,207
Mission and Program Overview

Mission

To preserve and maintain the historic hobart building, a san francisco landmark

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,438,020$23,658,344▲ $1,220,324
Cash and Non-Interest-Bearing Accounts$3,043,347$2,436,636▼ $606,711
Savings and Temporary Cash Investments$1,001,092$445,271▼ $555,821
Accounts Receivable$76,730$86,207▲ $9,477
Intangible Assets$44,291$65,435▲ $21,144
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$26,603,480$26,691,893▲ $88,413
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,432,135$12,015,216▼ $416,919
Other Liabilities$359,571$388,275▲ $28,704
Accounts Payable and Accrued Expenses$25,178$25,178→ $0
Total Liabilities$12,816,884$12,428,669▼ $388,215
Net Assets / Fund Balance
Unrestricted Net Assets$13,786,596$14,263,224▲ $476,628
Total Net Assets Fund Balance$13,786,596$14,263,224▲ $476,628
Total Liabilities and Net Assets / Fund Balance$26,603,480$26,691,893▲ $88,413

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,002,451$29,578$13,032,029
Leasehold Improvements$5,957,508$1,900,373$7,857,881
Land$3,953,809-$3,953,809
Buildings$720,476$1,325,398$2,045,874
Equipment$24,100$152,188$176,288
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell B LymanSecretaryPT$126,801$126,801
John W ZellerbachCEOPT$25,440$25,440
Susan Cook HogansonCFO-$25,368$25,368

Highest Paid Contractors

ContractorServicesLocationCompensation
City Builders INCRepairs&improvements210 N SAN MATEO DRIVE, San Mateo, CA 94401$1,226,188
Trinity Building ServicesJanitorial Service430 N CANAL ST, South San Francisco, CA 94080$208,423
Sullivan ThompsonExterior Repair16 JESSIE STREET STE 209, San Francisco, CA 94105$170,397
Otis ElevatorElevator Service444 SPEAR STREET 100, San Francisco, CA 94612$159,652
Corporate Security CompanyBuilding SecurityTHIRD MARKET STREET SUITE 314, San Francisco, CA 94103$141,745
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,941,628
Investment Income
$6,487
Other Revenue
$148,092
Change in Net Assets
$476,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,940,933
Salaries, Compensation, and Employee Benefits$512,079
Grants and Similar Amounts Paid$166,567
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$680,702--$680,702
Interest$581,387--$581,387
Other Salaries and Wages$220,491--$220,491
Fees for Services Other$195,887--$195,887
Current Officers, Directors, Trustees, and Key Employees$177,609--$177,609
Grants to Domestic Orgs$166,567--$166,567
Fees for Services Accounting$143,257--$143,257
Fees for Services Legal$126,775--$126,775
Other Employee Benefits$101,364--$101,364
Other Expenses$86,076--$86,076
Insurance$60,196--$60,196
All Other Expenses$52,316--$52,316
Payroll Taxes$12,615--$12,615
Travel$5,342--$5,342
Advertising$3,094--$3,094
Total Functional Expenses$3,619,579$0$0$3,619,579
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Levison-levy Charitable TrustSan Francisco, CA501(c)(3)Unrestricted$156,567
Sf ArchitecturalSan Francisco, CA501(c)(3)Haas-lilienthal House Community Edu$10,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John ZellerbachBoard MemberSch L, Part Iv, BusiNo$129,966

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit Liabilities$286,962
Accrued Expenses$55,831
Deferred Income$45,482
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“NONE”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“NONE”

FORM 990 PART VI, SECTION C, LINE 19:

“Governing documents, the conflict of interesty policy, financial statements, and form 990 are publicly available upon request.”

FORM 990, PART VI, SECTION B, LINE 11:

“Form 990, part vi, section b, line 11: form 990 is reviewed by all directors prior to submission.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Board members annually review the conflict of interest policy and are required to disclose any financial transactions that are in clonflict with the organization.”

FORM 990, PART VI, SECTION B, LINE 15A:

“To ensure reasonable compensation structure for the hobart preservation foundation and its related entities, the organization contracted with an independent compensation consultant. Comparative entities, management structures, and management rules were reviewed to determine the appropriate levels of compensation for each affected role.”

Filing and Contact Details

Filer

Filer Name
Hobart Preservation Foundation
EIN
80-0518390
Phone
4154214100
Address
582 MARKET STREET SUITE 412, SAN FRANCISCO, CA 94104

Signing Officer

Name
John W Zellerbach
Title
Director/CEO
Signed
2018-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John W Zellerbach
Formed
2009
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
6
Volunteers
2

Preparer

Firm
Morling & Company
Address
44 Montgomery St Ste 1900, San Francisco, CA 94104
Preparer
Jerome D Cizek
Phone
4159569500
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 11G, OTHER FEES:

“Consulting: program service expenses: 122,810management and general expensesfundraising expensestotal expenses: 122,810landscape/plant contract:program service expenses: 13,973management and general expensesfundraising expensestotal expenses: 13,973elevator contract:program service expenses: 41,867management and general expensesfundraising expensestotal expenses: 41,867security contract:program service expenses: 128,037management and general expensesfundraising expensestotal expenses: 128,037pest control contract:program service expenses: 2,592management and general expensesfundraising expensestotal expenses: 2,592other professional services:program service expenses: 86,136management and general expensesfundraising expensestotal expenses: 86,136total other fees on form 990, part ix, line 11g, col a 395,235”

Form 990, Part XII

“The board selects an independent, certified public accounting firm to conduct the audit. There was no change in the selection process during the year.”

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation is exempt from federal and state income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code, section 23701d. The trust is also exempt from federal and state income taxes. The subsidiary is a single member limited liability company that is disregarded for federal income tax purposes. Earnings of the subsidiary pass through to the foundation. As the foundation is tax exempt, it has not provided for income taxes in these financial statements. The subsidiary files a separate state tax return in california and is subject to an $800 minimum tax.each year, management considers whether any material tax positions the foundation, subsidiary, and trust have taken are more-likely-than-not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the foundation, subsidiary, or trust have taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these combined financial statements.”

Raw XML AppendixShowing 400 of 539 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/BOYAmt025178
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025178
IRS990/AccountsReceivableGrp/BOYAmt076730
IRS990/AccountsReceivableGrp/EOYAmt086207
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK
IRS990/AdvertisingGrp/ProgramServicesAmt03094
IRS990/AdvertisingGrp/TotalAmt03094
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ProgramServicesAmt052316
IRS990/AllOtherExpensesGrp/TotalAmt052316
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOHN ZELLERBACH
IRS990/BooksInCareOfDetail/PhoneNum04153324335
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0528 MARKET STREET SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03043347
IRS990/CashNonInterestBearingGrp/EOYAmt02436636
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0177609
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0177609
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt01226188
IRS990/ContractorCompensationGrp/CompensationAmt1208423
IRS990/ContractorCompensationGrp/CompensationAmt2141745
IRS990/ContractorCompensationGrp/CompensationAmt3170397
IRS990/ContractorCompensationGrp/CompensationAmt4159652
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0210 N SAN MATEO DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1430 N CANAL ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2THIRD MARKET STREET SUITE 314
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt316 JESSIE STREET STE 209
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4444 SPEAR STREET 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN MATEO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SOUTH SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094401
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194080
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd394105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd494612
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CITY BUILDERS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TRINITY BUILDING SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CORPORATE SECURITY COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SULLIVAN THOMPSON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4OTIS ELEVATOR
IRS990/ContractorCompensationGrp/ServicesDesc0REPAIRS&IMPROVEMENTS
IRS990/ContractorCompensationGrp/ServicesDesc1JANITORIAL SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc2BUILDING SECURITY
IRS990/ContractorCompensationGrp/ServicesDesc3EXTERIOR REPAIR
IRS990/ContractorCompensationGrp/ServicesDesc4ELEVATOR SERVICE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0166567
IRS990/CYInvestmentIncomeAmt06487
IRS990/CYOtherExpensesAmt02940933
IRS990/CYOtherRevenueAmt0148092
IRS990/CYProgramServiceRevenueAmt03941628
IRS990/CYRevenuesLessExpensesAmt0476628
IRS990/CYSalariesCompEmpBnftPaidAmt0512079
IRS990/CYTotalExpensesAmt03619579
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04096207
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0680702
IRS990/DepreciationDepletionGrp/TotalAmt0680702
IRS990/Desc0MAINTENANCE AND PRESERVATION OF THE HISTORICALLY IMPORTANT HOBART BUILDING, A SAN FRANCISCO LANDMARK
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt03619579
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0143257
IRS990/FeesForServicesAccountingGrp/TotalAmt0143257
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0126775
IRS990/FeesForServicesLegalGrp/TotalAmt0126775
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0195887
IRS990/FeesForServicesOtherGrp/TotalAmt0195887
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt029.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN W ZELLERBACH
IRS990/Form990PartVIISectionAGrp/PersonNm1RUSSELL B LYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN COOK HOGANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1126801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt225368
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0166567
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0166567
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0166567
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04096207
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt060196
IRS990/InsuranceGrp/TotalAmt060196
IRS990/IntangibleAssetsGrp/BOYAmt044291
IRS990/IntangibleAssetsGrp/EOYAmt065435
IRS990/InterestGrp/ProgramServicesAmt0581387
IRS990/InterestGrp/TotalAmt0581387
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06487
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06487
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03407537
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022438020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023658344
IRS990/LandBldgEquipCostOrOtherBssAmt027065881
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012432135
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012015216
IRS990/NetAssetsOrFundBalancesBOYAmt013786596
IRS990/NetAssetsOrFundBalancesEOYAmt014263224
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0101364
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0101364
IRS990/OtherExpensesGrp/Desc0JANITORIAL
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0611519
IRS990/OtherExpensesGrp/ProgramServicesAmt1273358
IRS990/OtherExpensesGrp/ProgramServicesAmt2121024
IRS990/OtherExpensesGrp/ProgramServicesAmt386076
IRS990/OtherExpensesGrp/TotalAmt0611519
IRS990/OtherExpensesGrp/TotalAmt1273358
IRS990/OtherExpensesGrp/TotalAmt2121024
IRS990/OtherExpensesGrp/TotalAmt386076
IRS990/OtherLiabilitiesGrp/BOYAmt0359571
IRS990/OtherLiabilitiesGrp/EOYAmt0388275
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2531390
IRS990/OtherRevenueMiscGrp/Desc0LATE RENT FEE
IRS990/OtherRevenueMiscGrp/Desc1STORAGE INCOME
IRS990/OtherRevenueMiscGrp/Desc2TAX PASS-THROUGH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03474
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt123380
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2121238
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03474
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt123380
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2121238
IRS990/OtherRevenueTotalAmt0148092
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0220491
IRS990/OtherSalariesAndWagesGrp/TotalAmt0220491
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012615
IRS990/PayrollTaxesGrp/TotalAmt012615
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOHN W ZELLERBACH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0HOBART BUILDING OPERATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03941628
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03941628
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0152264
IRS990/PYInvestmentIncomeAmt01200
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02645684
IRS990/PYOtherRevenueAmt048030
IRS990/PYProgramServiceRevenueAmt03498194
IRS990/PYRevenuesLessExpensesAmt0119322
IRS990/PYSalariesCompEmpBnftPaidAmt0630154
IRS990/PYTotalExpensesAmt03428102
IRS990/PYTotalRevenueAmt03547424
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0476628
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04096208
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01001092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0445271
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03546224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03337397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03056759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02834869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012775249
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019006
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt012775249
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03546224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03337397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03056759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02834869
IRS990ScheduleA/Total509Grp/TotalAmt012775249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03547424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03355077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03056779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02834975
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012794255
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0720476
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01325398
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02045874
IRS990ScheduleD/EquipmentGrp/BookValueAmt024100
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0152188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0176288
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03953809
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03953809
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05957508
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01900373
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07857881
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013002451
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029578
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013032029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055831
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt145482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2286962
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSIT LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. THE TRUST IS ALSO EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SUBSIDIARY IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT IS DISREGARDED FOR FEDERAL INCOME TAX PURPOSES. EARNINGS OF THE SUBSIDIARY PASS THROUGH TO THE FOUNDATION. AS THE FOUNDATION IS TAX EXEMPT, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE SUBSIDIARY FILES A SEPARATE STATE TAX RETURN IN CALIFORNIA AND IS SUBJECT TO AN $800 MINIMUM TAX.EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITIONS THE FOUNDATION, SUBSIDIARY, AND TRUST HAVE TAKEN ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION, SUBSIDIARY, OR TRUST HAVE TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE COMBINED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023658344
IRS990ScheduleD/TotalLiabilityAmt0388275
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0156567
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HAAS-LILIENTHAL HOUSE COMMUNITY EDU
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEVISON-LEVY CHARITABLE TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SF ARCHITECTURAL
IRS990ScheduleI/RecipientTable/RecipientEIN0946718486
IRS990ScheduleI/RecipientTable/RecipientEIN1237135037
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0582 MARKET STREET SUITE 412
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12007 FRANKLIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194109
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART 1, LINE 2:GRANTS ARE MADE SOLELY TO QUALIFIED IRC SEC. 501(C)(3) ORGANIZATIONS.PART II, LINE 1, COLUMN (H):NAME OF ORGANIZATION OR GOVERNEMNT: SAN FRANCISCO ARCHITECTURAL HERITAGE(H) PURPOSE OF GRANT OR ASSISTANCE: HASS-LILIENTHAL HOUSE - COMMUNITY EDUCATION AND OUTREACH, PRESERVING HISTORIAL ARCHITECTURAL HERITAGE OF SAN FRANCISCO FROM HOBART PERSERVATION FOUNDATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,691,893
Liabilities
$12,428,669
Net assets
$14,263,224
Revenue
$4,096,207
Expenses
$3,619,579
Net income
$476,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$11.9$10.3$2.36$3.20$0.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$12.2$11.2$2.07$3.70$1.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$10.9$12.8$2.75$3.61$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$11.3$13.7$3.59$3.84$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$11.7$14.0$4.51$3.95$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$12.0$13.5$3.15$3.92$0.77
2018Detailed filing. Detailed filing data is available for this year.$26.7$12.4$14.3$4.10$3.62$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$12.8$13.8$3.55$3.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$26.9$13.2$13.7$3.36$3.53$0.18
2015Detailed filing. Detailed filing data is available for this year.$21.6$7.77$13.8$3.06$3.26$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.23$8.05$0.18$2.83$2.91$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.61$7.81$0.21$2.06