Civic Intelligence

Hellerstein Foundation

990 • Fiscal year 2021 • EIN 82-1707485

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

72nd percentile

0.25x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

1.87x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

40%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

37th percentile

3.9%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

87%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,567,457

Up $95,243 (+3.9%) from 2020

Net Assets

Up

$1,915,749

Up $140,522 (+7.9%) from 2020

Liabilities

Down

$651,708

Down $45,279 (-6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin81st percentile

Revenue

Up

$348,733

Up $162,380 (+87%) from 2020

Expenses

Down

$208,211

Down $105,645 (-34%) from 2020

Net Income

Up

$140,522

Up $268,025 (+210%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$2,567,457
Liabilities$651,708
Net Assets$1,915,749
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$348,733
Expenses$208,211
Net Income$140,522
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$457,843
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$1,775,227$1,915,749▲ $140,522
Land, Buildings, and Equipment, Net$1,731,634$1,690,816▼ $40,818
Investments Other Securities$725,436$784,759▲ $59,323
Cash and Non-Interest-Bearing Accounts$12,720$91,530▲ $78,810
Savings and Temporary Cash Investments$816$222▼ $594
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,472,214$2,567,457▲ $95,243
Other Assets Total$1,608$130▼ $1,478
Liabilities
Mortgage Notes Payable Secured by Investment Property$679,000$651,000▼ $28,000
Other Liabilities$17,987$708▼ $17,279
Total Liabilities$696,987$651,708▼ $45,279
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,775,227$1,915,749▲ $140,522
Total Liabilities and Net Assets / Fund Balance$2,472,214$2,567,457▲ $95,243

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,224,261$150,158$1,374,419
Land$439,022-$439,022
Other Land Buildings$20,456$10,204$30,660
Equipment$7,077$12,350$19,427
Other Securities$784,759--
Compensation and Service Providers
Top Officer Pay39th percentile

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
$277,977
Program Service Revenue
$1,268
Investment Income
$69,488
Other Revenue
$0
All Other Contributions
$248,107
Change in Net Assets
$140,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,580
Salaries, Compensation, and Employee Benefits$17,631
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$52,895--$52,895
Depreciation Depletion$41,853--$41,853
Fees for Services Accounting-$16,943-$16,943
Grants to Domestic Orgs$13,000--$13,000
Other Salaries and Wages$12,250--$12,250
Fees for Service Investment Mgmnt Fees-$11,460-$11,460
Other Employee Benefits$4,083--$4,083
Insurance$2,998--$2,998
Office Expenses$1,539--$1,539
Payroll Taxes$1,298--$1,298
Fees for Services Legal-$597-$597
Fees for Services Other$328$50-$378
Travel$349--$349
Other Expenses$204$433-$204
All Other Expenses$176--$176
Total Functional Expenses$178,728$29,483$0$208,211
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$708
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
2022-11-14
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
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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07001
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06333
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0162036
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt02631163
IRS990ScheduleA/SubstantialContributorsTotAmt0295021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0248107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0229301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02055954
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02926184
IRS990ScheduleA/TotalSupportAmt03088220
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01224261
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0150158
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01374419
IRS990ScheduleD/EquipmentGrp/BookValueAmt07077
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012350
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019427
IRS990ScheduleD/LandGrp/BookValueAmt0439022
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010204
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0708
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIONS WEALTH MANAGEMENT BROKERAGE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0784759
IRS990ScheduleD/TotalLiabilityAmt0708
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt013000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH DEVELOPMENT PROGRAM GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OAKLAND GENESIS SOCCER CLUB
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094609
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:
IRS990/ScheduleJRequiredInd00
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
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/USAddress/CityNm0KENSINGTON

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,567,457
Liabilities
$651,708
Net assets
$1,915,749
Revenue
$348,733
Expenses
$208,211
Net income
$140,522
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