Civic Intelligence

Hobart Preservation Foundation

990 • Fiscal year 2022 • EIN 80-0518390

Oct 01, 2021 to Sep 30, 2022 • Filed on Sep 05, 2022

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

74th percentile

0.46x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

3.97x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

8th percentile

-31%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

15th percentile

$22,356

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.0%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$23,706,501

Down $1,235,836 (-5.0%) from 2021

Net Assets

Down

$12,803,059

Down $860,720 (-6.3%) from 2021

Liabilities

Down

$10,903,442

Down $375,116 (-3.3%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin8th percentile

Revenue

Down

$2,746,844

Down $847,083 (-24%) from 2021

Expenses

Down

$3,607,564

Down $234,719 (-6.1%) from 2021

Net Income

Down

-$860,720

Down $612,364 (-247%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$23,706,501
Liabilities$10,903,442
Net Assets$12,803,059
Open 2022 Filing

Operations Trend

Revenue Growth15th 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

2022

Revenue$2,746,844
Expenses$3,607,564
Net Income-$860,720
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Sep 5, 2022
Return Version
2021v4.1
Gross Receipts
$2,746,844
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$23,100,695$22,901,894▼ $198,801
Cash and Non-Interest-Bearing Accounts$1,245,510$719,943▼ $525,567
Savings and Temporary Cash Investments$515,035$0▼ $515,035
Accounts Receivable$68,739$40,621▼ $28,118
Intangible Assets$12,358$36,765▲ $24,407
Prepaid Expenses and Deferred Charges-$7,276-
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-
Total Assets$24,942,337$23,706,501▼ $1,235,836
Other Assets Total-$2-
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,970,851$10,645,997▼ $324,854
Other Liabilities$263,992$213,731▼ $50,261
Accounts Payable and Accrued Expenses$43,715$43,714▼ $1
Total Liabilities$11,278,558$10,903,442▼ $375,116
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,663,779$12,803,059▼ $860,720
Total Net Assets Fund Balance$13,663,779$12,803,059▼ $860,720
Total Liabilities and Net Assets / Fund Balance$24,942,337$23,706,501▼ $1,235,836

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,902,407$3,141,541$15,043,948
Leasehold Improvements$7,040,666$1,932,396$8,973,062
Land$3,953,809-$3,953,809
Equipment$5,012$44,840$49,852
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russell B LymanSecretaryPT$22,356$22,356
Elizabeth Z RuferDirectorPT$22,356$22,356
Michelle OwczarzakDirectorPT$22,356$22,356
Susan Cook HogansonCFO-$22,356$22,356
John W ZellerbachCEOPT$21,585$21,585

Highest Paid Contractors

ContractorServicesLocationCompensation
Eric F Anderson INCRepairs&improvements1066 BEECHER ST, San Leandro, CA 94577$285,500
AbmJanitorial Service600 HARRISON ST STE 600, San Francisco, CA 94107$284,379
Corporate Security CompanyBuilding SecurityTHIRD MARKET STREET SUITE 314, San Francisco, CA 94103$169,109
Be Properties INCConsulting/management582 MARKET STREET SUITE 1405, San Francisco, CA 94104$154,338
Rrs ConstructionRepairs/improvementsPO BOX 6161, Concord, CA 94524$128,163
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,628,419
Investment Income
$3,387
Other Revenue
$115,038
Change in Net Assets
$-860,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,839,043
Salaries, Compensation, and Employee Benefits$541,243
Grants and Similar Amounts Paid$227,278
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$763,291--$763,291
Interest$441,596--$441,596
Other Salaries and Wages$374,847--$374,847
Grants to Domestic Orgs$227,278--$227,278
Fees for Services Other$222,224--$222,224
Fees for Services Accounting$141,047--$141,047
Other Expenses$122,569--$122,569
Current Officers, Directors, Trustees, and Key Employees$111,009--$111,009
Insurance$72,680--$72,680
Fees for Services Management$53,123--$53,123
All Other Expenses$40,594--$40,594
Other Employee Benefits$39,459--$39,459
Fees for Services Legal$29,978--$29,978
Payroll Taxes$15,928--$15,928
Office Expenses$10,107--$10,107
Total Functional Expenses$3,607,564$0$0$3,607,564
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Levison-levy Charitable TrustSan Francisco, CA-Unrestricted$217,278
San Francisco HeritageSan 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$196,686
Deferred Income$17,045
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 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
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
Director/CEO
Signed
2022-09-05
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
5
Volunteers
2

Preparer

Firm
Morling & Company
Address
7049 Redwood Blvd Ste 205, Novato, CA 94945
Preparer
Jerome D Cizek
Phone
4159569500
Supplemental Narrative

Additional Explanations

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 523 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/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03387
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05118777
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023100695
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022901894
IRS990/LandBldgEquipCostOrOtherBssAmt028020671
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0104
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0104
IRS990/MissionDesc0TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010970851
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010645997
IRS990/NetAssetsOrFundBalancesBOYAmt013663779
IRS990/NetAssetsOrFundBalancesEOYAmt012803059
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013663779
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012803059
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt010107
IRS990/OfficeExpensesGrp/TotalAmt010107
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt02
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039459
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039459
IRS990/OtherExpensesGrp/Desc0MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0546925
IRS990/OtherExpensesGrp/ProgramServicesAmt1269507
IRS990/OtherExpensesGrp/ProgramServicesAmt2125402
IRS990/OtherExpensesGrp/ProgramServicesAmt3122569
IRS990/OtherExpensesGrp/TotalAmt0546925
IRS990/OtherExpensesGrp/TotalAmt1269507
IRS990/OtherExpensesGrp/TotalAmt2125402
IRS990/OtherExpensesGrp/TotalAmt3122569
IRS990/OtherLiabilitiesGrp/BOYAmt0263992
IRS990/OtherLiabilitiesGrp/EOYAmt0213731
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/RelatedOrExemptFuncIncomeAmt05526
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122250
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt287158
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05526
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt287158
IRS990/OtherRevenueTotalAmt0115038
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0374847
IRS990/OtherSalariesAndWagesGrp/TotalAmt0374847
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt015928
IRS990/PayrollTaxesGrp/TotalAmt015928
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07276
IRS990/PrincipalOfficerNm0JOHN W ZELLERBACH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0HOBART BUILDING OPERATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02628419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02628419
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0248745
IRS990/PYInvestmentIncomeAmt03799
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02984811
IRS990/PYOtherRevenueAmt0170227
IRS990/PYProgramServiceRevenueAmt03419901
IRS990/PYRevenuesLessExpensesAmt0-248356
IRS990/PYSalariesCompEmpBnftPaidAmt0608727
IRS990/PYTotalExpensesAmt03842283
IRS990/PYTotalRevenueAmt03593927
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-860720
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02746844
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0515035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011902407
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03141541
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt015043948
IRS990ScheduleD/EquipmentGrp/BookValueAmt05012
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044840
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt049852
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03953809
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03953809
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07040666
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01932396
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08973062
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1196686
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/TotalBookValueLandBuildingsAmt022901894
IRS990ScheduleD/TotalLiabilityAmt0213731
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0217278
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/BusinessNameLine1Txt1SAN FRANCISCO HERITAGE
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
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOHN ZELLERBACH
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SCH L, PART IV, BUSI
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS THE DISREGARDED ENTITY, NIANTIC HOLDINGS LLC, CONTRACTS WITH BE PROPERTIES FOR SPECIALIZED REAL ESTATE SERVICES AT MARKET PRICES. BE PROPERTIES IS OWNED BY DIRECTOR JOHN ZELLERBACH. BE PROPERTIES WAS PAID $126,632.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, THE CONFLICT OF INTERESTY POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE PUBLICLY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS REVIEWED BY ALL DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY FINANCIAL TRANSACTIONS THAT ARE IN CLONFLICT WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD SELECTS AN INDEPENDENT, CERTIFIED PUBLIC ACCOUNTING FIRM TO CONDUCT THE AUDIT. THERE WAS NO CHANGE IN THE SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C:

Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,706,501
Liabilities
$10,903,442
Net assets
$12,803,059
Revenue
$2,746,844
Expenses
$3,607,564
Net income
-$860,720
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
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