Civic Intelligence

Hellerstein Foundation

990 • Fiscal year 2018 • EIN 82-1707485

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 05, 2019

Organization ProfileN/A
4 Anson WayKensington, CA 94707

(510) 851-2891

Siviq Scores

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

Liabilities / Assets

67th percentile

0.25x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

2.51x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

7.2%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$2,644,821

Up $27,294 (+1.0%) from 2017

Net Assets

Up

$1,996,271

Up $18,744 (+0.9%) from 2017

Liabilities

Up

$648,550

Up $8,550 (+1.3%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin61st percentile

Revenue

Down

$258,562

Down $1,803,724 (-87%) from 2017

Expenses

Up

$239,818

Up $155,059 (+183%) from 2017

Net Income

Down

$18,744

Down $1,958,783 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2018

Assets$2,644,821
Liabilities$648,550
Net Assets$1,996,271
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$258,562
Expenses$239,818
Net Income$18,744
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$1,159,732
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$1,977,527$1,996,271▲ $18,744
Land, Buildings, and Equipment, Net$1,653,036$1,791,168▲ $138,132
Investments Other Securities$938,635$830,889▼ $107,746
Cash and Non-Interest-Bearing Accounts$265$18,826▲ $18,561
Savings and Temporary Cash Investments$25,591$3,808▼ $21,783
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,617,527$2,644,821▲ $27,294
Other Assets Total$0$130▲ $130
Liabilities
Mortgage Notes Payable Secured by Investment Property$640,000$640,000→ $0
Other Liabilities$0$8,550▲ $8,550
Total Liabilities$640,000$648,550▲ $8,550
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,977,527$1,996,271▲ $18,744
Total Liabilities and Net Assets / Fund Balance$2,617,527$2,644,821▲ $27,294

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,329,984$44,435$1,374,419
Land$439,022-$439,022
Other Land Buildings$16,160$1,814$17,974
Equipment$6,002$2,205$8,207
Other Securities$830,889--
Compensation and Service Providers
Top Officer Pay35th percentile

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$186,638
Revenue and Support

Revenue Composition

Contributions and Grants
$251,560
Program Service Revenue
$3,567
Investment Income
$3,435
Other Revenue
$0
All Other Contributions
$251,560
Change in Net Assets
$18,744

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
Other Non Cash Contri Table1$3,000Comparable Store Pri
Other Non Cash Contri Table1$2,500Trade in Valuation
Other Non Cash Contri Table1$500Value Determined by
Other Non Cash Contri Table1$13013 Pieces. Comparabl
Total Noncash Contributions4$6,130-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,766
Salaries, Compensation, and Employee Benefits$54,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$55,812--$55,812
Other Salaries and Wages$44,667--$44,667
Depreciation Depletion$38,129--$38,129
Fees for Service Investment Mgmnt Fees-$10,941-$10,941
Payroll Taxes$7,324--$7,324
Fees for Services Legal$346$3,647-$3,993
Other Employee Benefits$2,061--$2,061
Office Expenses$1,999--$1,999
Insurance$1,705--$1,705
All Other Expenses$1,379$235-$1,614
Fees for Services Other$1,380$185-$1,565
Other Expenses$778--$778
Travel$745--$745
Total Functional Expenses$224,810$15,008$0$239,818
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$8,550
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
2019-09-05
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
2
Volunteers
5

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 AppendixShowing 400 of 414 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02055954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02301384
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0175514
IRS990ScheduleA/SubstantialContributorsTotAmt02125870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0245430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02055954
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02301384
IRS990ScheduleA/TotalSupportAmt02301384
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01329984
IRS990ScheduleD/BuildingsGrp/DepreciationAmt044435
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01374419
IRS990ScheduleD/EquipmentGrp/BookValueAmt06002
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02205
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08207
IRS990ScheduleD/LandGrp/BookValueAmt0439022
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0439022
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016160
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01814
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017974
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0830889
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIONS WEALTH MANAGEMENT BROKERAGE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01791168
IRS990ScheduleD/TotalBookValueSecuritiesAmt0830889
IRS990ScheduleD/TotalLiabilityAmt08550
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt21
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt31
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PIANO
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1TRAILER
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2SHELVES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3GLASS JEWELRY
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE STORE PRI
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1TRADE IN VALUATION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2VALUE DETERMINED BY
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt313 PIECES. COMPARABL
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IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt03000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt12500
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt2500
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt3130
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt02644821
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0251560
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015008
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224810
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239818
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0640000
IRS990/TotalLiabilitiesEOYAmt0648550
IRS990/TotalLiabilitiesGrp/BOYAmt0640000
IRS990/TotalLiabilitiesGrp/EOYAmt0648550
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01977527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01996271
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0224810
IRS990/TotalProgramServiceRevenueAmt03567
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0258562
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02617527
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02644821
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0745
IRS990/TravelGrp/TotalAmt0745
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/SignatureDt02019-09-05
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ReturnHeader/Filer/USAddress/AddressLine1Txt04 ANSON WAY
ReturnHeader/Filer/USAddress/CityNm0KENSINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.171.13
ReturnHeader/FilingSecurityInformation/IPDt02019-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:10:07

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,644,821
Liabilities
$648,550
Net assets
$1,996,271
Revenue
$258,562
Expenses
$239,818
Net income
$18,744
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