Civic Intelligence

Hobart Preservation Foundation

990 • Fiscal year 2019 • EIN 80-0518390

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2019

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

69th percentile

0.47x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

3.81x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$131,242

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

14th percentile

-4.4%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$25,514,347

Down $1,177,546 (-4.4%) from 2018

Net Assets

Down

$13,491,335

Down $771,889 (-5.4%) from 2018

Liabilities

Down

$12,023,012

Down $405,657 (-3.3%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin9th percentile

Revenue

Down

$3,152,378

Down $943,829 (-23%) from 2018

Expenses

Up

$3,924,269

Up $304,690 (+8.4%) from 2018

Net Income

Down

-$771,891

Down $1,248,519 (-262%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$25,514,347
Liabilities$12,023,012
Net Assets$13,491,335
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$3,152,378
Expenses$3,924,269
Net Income-$771,891
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2019
Return Version
2018v3.1
Gross Receipts
$4,463,719
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$23,339,761$23,465,198▲ $125,437
Cash and Non-Interest-Bearing Accounts$2,419,194$1,123,976▼ $1,295,218
Savings and Temporary Cash Investments$756,126$762,651▲ $6,525
Accounts Receivable$86,207$116,320▲ $30,113
Intangible Assets$65,429$46,200▼ $19,229
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$26,666,717$25,514,347▼ $1,152,370
Other Assets Total-$2-
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,015,216$11,584,469▼ $430,747
Other Liabilities$332,444$382,712▲ $50,268
Accounts Payable and Accrued Expenses$55,831$55,831→ $0
Total Liabilities$12,403,491$12,023,012▼ $380,479
Net Assets / Fund Balance
Unrestricted Net Assets$14,263,226$13,491,335▼ $771,891
Total Net Assets Fund Balance$14,263,226$13,491,335▼ $771,891
Total Liabilities and Net Assets / Fund Balance$26,666,717$25,514,347▼ $1,152,370

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$18,843,371$1,555,531$20,398,902
Land$3,953,809-$3,953,809
Buildings$668,018$1,377,856$2,045,874
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell B LymanSecretaryPT$131,242$131,242
John W ZellerbachPresidentPT$26,329$26,329
Susan Cook HogansonCFO-$26,255$26,255
Elizabeth Z RuferDirector-$2,206$2,206
Michelle OwczarzakDirector-$2,206$2,206

Highest Paid Contractors

ContractorServicesLocationCompensation
City Builders INCRepairs&improvements210 N SAN MATEO DRIVE, San Mateo, CA 94401$2,139,862
Trinity Building ServicesJanitorial Service430 N CANAL ST, South San Francisco, CA 94080$216,989
Foley & LardnerLaw Firm555 CALIFORNIA ST STE 1700, San Francisco, CA 94104$187,999
Corporate Security CompanyBuilding SecurityTHIRD MARKET STREET SUITE 314, San Francisco, CA 94103$154,775
East Park PropertiesReal Estate Cnsltng582 MARKET STREET STE 1405, San Francisco, CA 94104$153,662
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,417,524
Investment Income
$-1,302,841
Other Revenue
$37,695
Change in Net Assets
$-771,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,200,302
Salaries, Compensation, and Employee Benefits$539,822
Grants and Similar Amounts Paid$184,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$681,232--$681,232
Interest$565,888--$565,888
Other Salaries and Wages$273,078--$273,078
Fees for Services Other$201,188--$201,188
Fees for Services Legal$191,519--$191,519
Current Officers, Directors, Trustees, and Key Employees$188,238--$188,238
Grants to Domestic Orgs$184,145--$184,145
Fees for Services Accounting$128,292--$128,292
Other Expenses$103,679--$103,679
All Other Expenses$85,293--$85,293
Fees for Services Management$74,604--$74,604
Other Employee Benefits$62,036--$62,036
Insurance$56,195--$56,195
Payroll Taxes$16,470--$16,470
Travel$3,585--$3,585
Advertising$3,236--$3,236
Total Functional Expenses$3,924,269$0$0$3,924,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Levison-levy Charitable TrustSan Francisco, CA-Unrestricted$174,145
Sf ArchitecturalSan Francisco, CA-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-

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$325,666
Deferred Income$57,046
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
No
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
President
Signed
2019-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John W Zellerbach
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
7
Volunteers
2

Preparer

Firm
Morling & Company
Address
44 Montgomery St Ste 2970, San Francisco, CA 94104
Preparer
Jerome D Cizek
Phone
4159569500
Supplemental Narrative

Additional Explanations

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

“Consulting fees:201,188total other fees on form 990, part ix, line 11g, col a 201,188”

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 548 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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IRS990/IntangibleAssetsGrp/BOYAmt065429
IRS990/IntangibleAssetsGrp/EOYAmt046200
IRS990/InterestGrp/ProgramServicesAmt0565888
IRS990/InterestGrp/TotalAmt0565888
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08500
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02933387
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023339761
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023465198
IRS990/LandBldgEquipCostOrOtherBssAmt026398585
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01311341
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/BOYAmt012015216
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011584469
IRS990/NetAssetsOrFundBalancesBOYAmt014263226
IRS990/NetAssetsOrFundBalancesEOYAmt013491335
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1311341
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1311341
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/EOYAmt02
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt062036
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062036
IRS990/OtherExpensesGrp/Desc0MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0608580
IRS990/OtherExpensesGrp/ProgramServicesAmt1298767
IRS990/OtherExpensesGrp/ProgramServicesAmt2198244
IRS990/OtherExpensesGrp/ProgramServicesAmt3103679
IRS990/OtherExpensesGrp/TotalAmt0608580
IRS990/OtherExpensesGrp/TotalAmt1298767
IRS990/OtherExpensesGrp/TotalAmt2198244
IRS990/OtherExpensesGrp/TotalAmt3103679
IRS990/OtherLiabilitiesGrp/BOYAmt0332444
IRS990/OtherLiabilitiesGrp/EOYAmt0382712
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/RelatedOrExemptFuncIncomeAmt02988
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122190
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212517
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212517
IRS990/OtherRevenueTotalAmt037695
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0273078
IRS990/OtherSalariesAndWagesGrp/TotalAmt0273078
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt016470
IRS990/PayrollTaxesGrp/TotalAmt016470
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/RelatedOrExemptFuncIncomeAmt04417524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04417524
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0166567
IRS990/PYInvestmentIncomeAmt06487
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02940933
IRS990/PYOtherRevenueAmt0148092
IRS990/PYProgramServiceRevenueAmt03941628
IRS990/PYRevenuesLessExpensesAmt0476628
IRS990/PYSalariesCompEmpBnftPaidAmt0512079
IRS990/PYTotalExpensesAmt03619579
IRS990/PYTotalRevenueAmt04096207
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-771891
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03152378
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0756126
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0762651
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03546224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03337397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03056759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09940380
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt09940380
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03546224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03337397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03056759
IRS990ScheduleA/Total509Grp/TotalAmt09940380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03547424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03355077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03056779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09959280
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0668018
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01377856
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02045874
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03953809
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03953809
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018843371
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01555531
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020398902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1325666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSIT 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/TotalBookValueLandBuildingsAmt023465198
IRS990ScheduleD/TotalLiabilityAmt0382712
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0174145
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,514,347
Liabilities
$12,023,012
Net assets
$13,491,335
Revenue
$3,152,378
Expenses
$3,924,269
Net income
-$771,891
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
2019Detailed filing. Detailed filing data is available for this year.$25.5$12.0$13.5$3.15$3.92$0.77
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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