Civic Intelligence

Hellerstein Foundation

990 • Fiscal year 2017 • EIN 82-1707485

May 30, 2017 to Dec 31, 2017 • Filed on Dec 14, 2018

Organization ProfileN/A
4 Anson WayKensington, CA 94707

(510) 851-2891

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$2,617,527

No earlier filing loaded for comparison.

Net Assets

$1,977,527

No earlier filing loaded for comparison.

Liabilities

$640,000

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$2,062,286

No earlier filing loaded for comparison.

Expenses

$84,759

No earlier filing loaded for comparison.

Net Income

$1,977,527

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$2,617,527
Liabilities$640,000
Net Assets$1,977,527
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$2,062,286
Expenses$84,759
Net Income$1,977,527
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 30, 2017 to Dec 31, 2017
Signed
Dec 14, 2018
Return Version
2017v2.3
Gross Receipts
$2,062,286
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$0$1,977,527▲ $1,977,527
Land, Buildings, and Equipment, Net$0$1,653,036▲ $1,653,036
Investments Other Securities-$938,635-
Savings and Temporary Cash Investments-$25,591-
Cash and Non-Interest-Bearing Accounts$0$265▲ $265
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$2,617,527▲ $2,617,527
Liabilities
Mortgage Notes Payable Secured by Investment Property-$640,000-
Total Liabilities$0$640,000▲ $640,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$1,977,527▲ $1,977,527
Total Liabilities and Net Assets / Fund Balance$0$2,617,527▲ $2,617,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,203,733$10,052$1,213,785
Land$439,022-$439,022
Other Land Buildings$7,954$150$8,104
Equipment$2,327$123$2,450
Other Securities$938,635--
Compensation and Service Providers

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Baywood Building & Design INCBuilding Construction5745 HORTON STREET A, Emeryville, CA 94608$159,498
Revenue and Support

Revenue Composition

Contributions and Grants
$2,055,954
Program Service Revenue
$2,600
Investment Income
$3,732
Other Revenue
$0
All Other Contributions
$2,055,954
Change in Net Assets
$1,977,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$39,131-$39,131
Interest$13,663--$13,663
Depreciation Depletion$10,325--$10,325
Fees for Services Management$7,684--$7,684
Insurance$4,386--$4,386
Travel$504--$504
Fees for Services Other$460--$460
Fees for Service Investment Mgmnt Fees$288--$288
Other Expenses$279--$279
Advertising$75--$75
All Other Expenses$51--$51
Total Functional Expenses$45,628$39,131$0$84,759
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 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
2018-12-14
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
10

Preparer

Firm
Seifer Murken Despina James Teichman Alc
Address
2135 LOMBARD STREET, SAN FRANCISCO, CA 94123-2712
Preparer
Prem C Maharaj
Phone
4157495900
Raw XML Appendix353 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/MissionDesc0NURTURING 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MEETING OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE AT 4 ANSON WAY, KENSINGTON, CA 94707
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IRS990/TravelGrp/ProgramServicesAmt0504
IRS990/TravelGrp/TotalAmt0504
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC HELLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05108512891
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED1E0B8485B1C0D4EF3E1D78D375140EB46D52CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED1E0B8485B1C0D4EF3E1D78D375140EB46D52CC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.171.13
ReturnHeader/FilingSecurityInformation/IPDt02018-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:39:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943107403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIFER MURKEN DESPINA JAMES TEICHMAN ALC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02135 LOMBARD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941232712
ReturnHeader/PreparerPersonGrp/PhoneNum04157495900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PREM C MAHARAJ
ReturnHeader/ReturnTs02018-12-18T18:28:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-30
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,617,527
Liabilities
$640,000
Net assets
$1,977,527
Revenue
$2,062,286
Expenses
$84,759
Net income
$1,977,527
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