Civic Intelligence

Hellerstein Foundation

EIN 82-1707485 • 501(c)3 • Kensington, CA

Profile

Nurturing creativity and imagination for vital communities and better health. We support artists materially, nurture imagination in the community and help bridge the divide between the arts and medical science to benefit both sides of the 'two cultures and to promote better health.

4 Anson WayKensington, CA 94707

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.23x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

2.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

0.5%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$2,439,540

Up $11,172 (+0.5%) from 2023

Liabilities

Down

$572,789

Down $25,032 (-4.2%) from 2023

Net Assets

Up

$1,866,751

Up $36,204 (+2.0%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin69th percentile

Revenue

Up

$218,533

Up $28,666 (+15%) from 2023

Expenses

Down

$182,329

Down $24,687 (-12%) from 2023

Net Income

Up

$36,204

Up $53,353 (+311%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,617,527Liabilities 2017: $640,000Net Assets 2017: $1,977,5272017Assets 2018: $2,644,821Liabilities 2018: $648,550Net Assets 2018: $1,996,2712018Assets 2019: $2,552,727Liabilities 2019: $649,997Net Assets 2019: $1,902,7302019Assets 2020: $2,472,214Liabilities 2020: $696,987Net Assets 2020: $1,775,2272020Assets 2021: $2,567,457Liabilities 2021: $651,708Net Assets 2021: $1,915,7492021Assets 2022: $2,476,006Liabilities 2022: $628,310Net Assets 2022: $1,847,6962022Assets 2023: $2,428,368Liabilities 2023: $597,821Net Assets 2023: $1,830,5472023Assets 2024: $2,439,540Liabilities 2024: $572,789Net Assets 2024: $1,866,7512024

Highlighted filing

2024

Assets$2,439,540
Liabilities$572,789
Net Assets$1,866,751
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,062,286Expenses 2017: $84,759Net Income 2017: $1,977,5272017Revenue 2018: $258,562Expenses 2018: $239,818Net Income 2018: $18,7442018Revenue 2019: $262,157Expenses 2019: $355,698Net Income 2019: -$93,5412019Revenue 2020: $186,353Expenses 2020: $313,856Net Income 2020: -$127,5032020Revenue 2021: $348,733Expenses 2021: $208,211Net Income 2021: $140,5222021Revenue 2022: $181,538Expenses 2022: $249,591Net Income 2022: -$68,0532022Revenue 2023: $189,867Expenses 2023: $207,016Net Income 2023: -$17,1492023Revenue 2024: $218,533Expenses 2024: $182,329Net Income 2024: $36,2042024

Highlighted filing

2024

Revenue$218,533
Expenses$182,329
Net Income$36,204
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,439,540
Liabilities
$572,789
Net assets
$1,866,751
Revenue
$218,533
Expenses
$182,329
Net income
$36,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.57$1.87$0.22$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.60$1.83$0.19$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.63$1.85$0.18$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.65$1.92$0.35$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.70$1.78$0.19$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.65$1.90$0.26$0.36$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.65$2.00$0.26$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.64$1.98$2.06$0.08$1.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$436,644
Mission and Program Overview

Mission

Nurturing creativity and imagination for vital communities and better health. We support artists materially, nurture imagination in the community and help bridge the divide between the arts and medical science to benefit both sides of the 'two cultures and to promote better health.

Arts education and artist support. Community health and wellness through creative engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,830,547$1,866,751▲ $36,204
Land, Buildings, and Equipment, Net$1,636,121$1,598,573▼ $37,548
Investments Other Securities$787,194$830,432▲ $43,238
Cash and Non-Interest-Bearing Accounts$4,923$10,405▲ $5,482
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,428,368$2,439,540▲ $11,172
Other Assets Total$130$130→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$595,000$567,000▼ $28,000
Unsecured Notes Loans Payable$0$5,789▲ $5,789
Other Liabilities$2,821$0▼ $2,821
Total Liabilities$597,821$572,789▼ $25,032
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,830,547$1,866,751▲ $36,204
Total Liabilities and Net Assets / Fund Balance$2,428,368$2,439,540▲ $11,172

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,141,641$257,123$1,398,764
Land$439,022-$439,022
Other Land Buildings$16,755$24,836$41,591
Equipment$1,155$20,927$22,082
Other Securities$830,432--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marc HellersteinChairman
Daniel HellersteinBoard Member
Deborah HellersteinBoard Member
Eli Seth HellersteinBoard Member
Nathaniel HellersteinBoard Member
Michelle HellersteinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$105,139
Program Service Revenue
$51,554
Investment Income
$61,840
Other Revenue
$0
All Other Contributions
$105,139
Change in Net Assets
$36,204

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$105,139Fair Market Value
Total Noncash Contributions5$105,139-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,329
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$42,223--$42,223
Occupancy$40,088--$40,088
Grants to Domestic Orgs$13,000--$13,000
Fees for Service Investment Mgmnt Fees-$10,990-$10,990
Fees for Services Accounting-$7,000-$7,000
Fees for Services Legal-$973-$973
Advertising$502--$502
Fees for Services Other$214--$214
Travel$193--$193
Other Expenses$31$251-$31
Total Functional Expenses$163,115$19,214$0$182,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Genesis Soccer ClubOakland, CA501c3Youth Development Program Grant$13,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board member relationships: marc hellerstein, deborah hellerstein, daniel hellerstein, eli seth hellerstein and nathaniel hellerstein are siblings. Michelle hellerstein is the spouse of marc hellerstein.”

Form 990, Part VI, Section B, Line 11B

“A meeting of the board of directors”

Form 990, Part VI, Section C, Line 19

“Documents are available at 4 anson way, kensington, ca 94707”

Filing and Contact Details

Filer

Filer Name
Hellerstein Foundation
EIN
82-1707485
Phone
5108512891
Address
4 ANSON WAY, KENSINGTON, CA 94707

Signing Officer

Name
Marc Hellerstein
Title
Chairman
Phone
5108512891
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Hellerstein
Formed
2017
Legal Domicile
De
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Brentwood Tax and Financial Services Cor
Address
7960 BRENTWOOD BLVD STE A, BRENTWOOD, CA 94513
Preparer
Prem Maharaj
Phone
9254204772
Raw XML AppendixShowing 400 of 407 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0248107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0672702
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0113394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt084521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0108690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045090
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0422451
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23380
IRS990ScheduleA/PublicSupportPY170Pct00.33470
IRS990ScheduleA/PublicSupportTotal170Amt0256046
IRS990ScheduleA/SubstantialContributorsTotAmt0416656
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0105139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0105346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0248107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141262
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0672702
IRS990ScheduleA/TotalSupportAmt01095153
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01141641
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0257123
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01398764
IRS990ScheduleD/EquipmentGrp/BookValueAmt01155
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020927
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022082
IRS990ScheduleD/LandGrp/BookValueAmt0439022
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0439022
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016755
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024836
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041591
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0830432
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIONS WEALTH MANAGEMENT BROKERAGE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01598573
IRS990ScheduleD/TotalBookValueSecuritiesAmt0830432
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt013000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH DEVELOPMENT PROGRAM GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OAKLAND GENESIS SOCCER CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0843666972
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0638 FAIRVIEW ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094609
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT MONITOR THE USE OF THE GRANT. THERE ARE NO CONDITIONS OF USE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0105139
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBER RELATIONSHIPS: MARC HELLERSTEIN, DEBORAH HELLERSTEIN, DANIEL HELLERSTEIN, ELI SETH HELLERSTEIN AND NATHANIEL HELLERSTEIN ARE SIBLINGS. MICHELLE HELLERSTEIN IS THE SPOUSE OF MARC HELLERSTEIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MEETING OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE AT 4 ANSON WAY, KENSINGTON, CA 94707
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt02428368
IRS990/TotalAssetsGrp/EOYAmt02439540
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0105139
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019214
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182329
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0597821
IRS990/TotalLiabilitiesEOYAmt0572789
IRS990/TotalLiabilitiesGrp/BOYAmt0597821
IRS990/TotalLiabilitiesGrp/EOYAmt0572789
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01830547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01866751
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0163115
IRS990/TotalProgramServiceRevenueAmt051554
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0113394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218533
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02428368
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02439540
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0193
IRS990/TravelGrp/TotalAmt0193
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt05789
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04 ANSON WAY
IRS990/USAddress/CityNm0KENSINGTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094707
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC HELLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05108512891
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELLERSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0821707485
ReturnHeader/Filer/PhoneNum05108512891
ReturnHeader/Filer/USAddress/AddressLine1Txt04 ANSON WAY
ReturnHeader/Filer/USAddress/CityNm0KENSINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094707
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852557423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENTWOOD TAX AND FINANCIAL SERVICES COR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07960 BRENTWOOD BLVD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094513
ReturnHeader/PreparerPersonGrp/PhoneNum09254204772

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