Civic Intelligence

Hellerstein Foundation

990 • Fiscal year 2020 • EIN 82-1707485

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

69th percentile

0.28x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

3.74x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-29%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$2,472,214

Down $80,513 (-3.2%) from 2019

Net Assets

Down

$1,775,227

Down $127,503 (-6.7%) from 2019

Liabilities

Up

$696,987

Up $46,990 (+7.2%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin5th percentile

Revenue

Down

$186,353

Down $75,804 (-29%) from 2019

Expenses

Down

$313,856

Down $41,842 (-12%) from 2019

Net Income

Down

-$127,503

Down $33,962 (-36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2020

Assets$2,472,214
Liabilities$696,987
Net Assets$1,775,227
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$186,353
Expenses$313,856
Net Income-$127,503
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$462,433
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$1,902,730$1,775,227▼ $127,503
Land, Buildings, and Equipment, Net$1,757,019$1,731,634▼ $25,385
Investments Other Securities$779,270$725,436▼ $53,834
Cash and Non-Interest-Bearing Accounts$14,970$12,720▼ $2,250
Savings and Temporary Cash Investments$1,338$816▼ $522
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,552,727$2,472,214▼ $80,513
Other Assets Total$130$1,608▲ $1,478
Liabilities
Mortgage Notes Payable Secured by Investment Property$640,000$679,000▲ $39,000
Other Liabilities$9,997$17,987▲ $7,990
Total Liabilities$649,997$696,987▲ $46,990
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,902,730$1,775,227▼ $127,503
Total Liabilities and Net Assets / Fund Balance$2,552,727$2,472,214▼ $80,513

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,259,502$114,917$1,374,419
Land$439,022-$439,022
Other Land Buildings$23,450$7,210$30,660
Equipment$9,660$8,732$18,392
Other Securities$725,436--
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
$141,262
Program Service Revenue
$1,216
Investment Income
$43,875
Other Revenue
$0
All Other Contributions
$141,262
Change in Net Assets
$-127,503

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 Traded3$32,889Publicly Traded Security
Total Noncash Contributions3$32,889-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,972
Salaries, Compensation, and Employee Benefits$54,906
Grants and Similar Amounts Paid$48,978
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$106,686--$106,686
Grants to Domestic Orgs$48,978--$48,978
Depreciation Depletion$41,763--$41,763
Other Salaries and Wages$41,000--$41,000
Fees for Services Legal-$20,222-$20,222
Other Employee Benefits$10,098--$10,098
Fees for Service Investment Mgmnt Fees-$9,892-$9,892
Insurance$3,970--$3,970
Payroll Taxes$3,808--$3,808
Fees for Services Other$497$85-$582
All Other Expenses$309$227-$536
Other Expenses$368--$368
Interest$300--$300
Office Expenses$243--$243
Total Functional Expenses$283,430$30,426$0$313,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uc Berkeley FoundationBerkeley, CA501c3Payment of Consultant Salaries for Work on Music and Arts Program$25,000
Oakland Genesis Soccer ClubOakland, CA501c3Youth Development Program Grant$9,978
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
CA Bank Tr - Sba Ppp Loan$14,900
Payroll Tax Payable$3,087
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
2021-11-12
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
0

Preparer

Firm
Seifer Murken Despina James Teichman Alc
Address
2135 LOMBARD STREET, SAN FRANCISCO, CA 94123-2712
Preparer
Prem C Maharaj
Phone
4157495900
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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/SubstantialContributorsTotAmt02462574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0141262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0229301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0245430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02055954
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02671947
IRS990ScheduleA/TotalSupportAmt02671947
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/BookValueAmt01259502
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0114917
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01374419
IRS990ScheduleD/EquipmentGrp/BookValueAmt09660
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018392
IRS990ScheduleD/LandGrp/BookValueAmt0439022
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0439022
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023450
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07210
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CA BANK TR - SBA PPP LOAN
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0725436
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIONS WEALTH MANAGEMENT BROKERAGE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01731634
IRS990ScheduleD/TotalBookValueSecuritiesAmt0725436
IRS990ScheduleD/TotalLiabilityAmt017987
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt19978
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAYMENT OF CONSULTANT SALARIES FOR WORK ON MUSIC AND ARTS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1YOUTH DEVELOPMENT PROGRAM GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UC BERKELEY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OAKLAND GENESIS SOCCER CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0946090626
IRS990ScheduleI/RecipientTable/RecipientEIN1843666972
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01995 UNIVERSITY AVENUE 401
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1638 FAIRVIEW ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094704
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194609
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT MONITOR THE USE OF THE GRANT. THERE ARE NO CONDITIONS OF USE. THESE GRANTS WERE FOR LIVING EXPENSES DURING THE COVID PANDEMIC. THE GRANTS ARE NOT FOR A WORK PRODUCT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0PUBLICLY TRADED SECURITY
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt032889
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
IRS990/TotalAssetsBOYAmt02552727
IRS990/TotalAssetsEOYAmt02472214
IRS990/TotalAssetsGrp/BOYAmt02552727
IRS990/TotalAssetsGrp/EOYAmt02472214
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0141262
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030426
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283430
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313856
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0649997
IRS990/TotalLiabilitiesEOYAmt0696987
IRS990/TotalLiabilitiesGrp/BOYAmt0649997
IRS990/TotalLiabilitiesGrp/EOYAmt0696987
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01902730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01775227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0283430
IRS990/TotalProgramServiceRevenueAmt01216
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186353
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02552727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02472214
IRS990/TotReportableCompRltdOrgAmt00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC HELLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,472,214
Liabilities
$696,987
Net assets
$1,775,227
Revenue
$186,353
Expenses
$313,856
Net income
-$127,503
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