Civic Intelligence

Hellerstein Foundation

990 • Fiscal year 2023 • EIN 82-1707485

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

71st percentile

0.25x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.15x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-9.0%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-1.9%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

4.6%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$2,428,368

Down $47,638 (-1.9%) from 2022

Net Assets

Down

$1,830,547

Down $17,149 (-0.9%) from 2022

Liabilities

Down

$597,821

Down $30,489 (-4.9%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin24th percentile

Revenue

Up

$189,867

Up $8,329 (+4.6%) from 2022

Expenses

Down

$207,016

Down $42,575 (-17%) from 2022

Net Income

Up

-$17,149

Up $50,904 (+75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$2,428,368
Liabilities$597,821
Net Assets$1,830,547
Open 2023 Filing

Operations Trend

Revenue Growth46th 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

2023

Revenue$189,867
Expenses$207,016
Net Income-$17,149
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$478,465
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$1,847,696$1,830,547▼ $17,149
Land, Buildings, and Equipment, Net$1,680,480$1,636,121▼ $44,359
Investments Other Securities$774,704$787,194▲ $12,490
Cash and Non-Interest-Bearing Accounts$20,692$4,923▼ $15,769
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,476,006$2,428,368▼ $47,638
Other Assets Total$130$130→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$623,000$595,000▼ $28,000
Other Liabilities$5,310$2,821▼ $2,489
Total Liabilities$628,310$597,821▼ $30,489
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,847,696$1,830,547▼ $17,149
Total Liabilities and Net Assets / Fund Balance$2,476,006$2,428,368▼ $47,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,172,756$221,333$1,394,089
Land$439,022-$439,022
Other Land Buildings$21,481$20,110$41,591
Equipment$2,862$19,220$22,082
Other Securities$787,194--
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
$105,346
Program Service Revenue
$35,880
Investment Income
$26,381
Other Revenue
$22,260
All Other Contributions
$105,346
Change in Net Assets
$-17,149

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 Traded4$78,446Fair Market Value
Total Noncash Contributions4$78,446-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$189,331
Salaries, Compensation, and Employee Benefits$15,685
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$47,323--$47,323
Depreciation Depletion$44,359--$44,359
Other Salaries and Wages$12,000--$12,000
Fees for Service Investment Mgmnt Fees-$9,980-$9,980
Fees for Services Accounting-$7,902-$7,902
Fees for Services Legal-$2,740-$2,740
Other Employee Benefits$2,333--$2,333
Grants to Domestic Individuals$2,000--$2,000
Insurance$1,775--$1,775
Payroll Taxes$1,352--$1,352
Other Expenses$169$357-$169
Fees for Services Other$108--$108
Travel$57--$57
All Other Expenses$48--$48
Total Functional Expenses$186,037$20,979$0$207,016
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$2,821
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
2024-11-13
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
1
Volunteers
0

Preparer

Firm
Brentwood Tax and Financial Services Cor
Address
7960 BRENTWOOD BLVD STE A, BRENTWOOD, CA 94513
Preparer
Prem Maharaj
Phone
9254204772
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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/CurrentTaxYearMinus2YearsAmt070756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032856
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0341913
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33470
IRS990ScheduleA/PublicSupportPY170Pct00.44530
IRS990ScheduleA/PublicSupportTotal170Amt0381141
IRS990ScheduleA/SubstantialContributorsTotAmt0415723
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0105346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0248107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229301
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0796864
IRS990ScheduleA/TotalSupportAmt01138777
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01172756
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0221333
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01394089
IRS990ScheduleD/EquipmentGrp/BookValueAmt02862
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019220
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022082
IRS990ScheduleD/LandGrp/BookValueAmt0439022
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0787194
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ZIONS WEALTH MANAGEMENT BROKERAGE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01636121
IRS990ScheduleD/TotalBookValueSecuritiesAmt0787194
IRS990ScheduleD/TotalLiabilityAmt02821
IRS990ScheduleI/GrantRecordsMaintainedInd01
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.
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IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt078446
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
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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
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt02428368
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0105346
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186037
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IRS990/TotalGrossUBIAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd094707
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC HELLERSTEIN
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ReturnHeader/Filer/USAddress/CityNm0KENSINGTON
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ReturnHeader/Filer/USAddress/ZIPCd094707
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENTWOOD TAX AND FINANCIAL SERVICES COR

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,428,368
Liabilities
$597,821
Net assets
$1,830,547
Revenue
$189,867
Expenses
$207,016
Net income
-$17,149
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