Civic Intelligence

Hill-Harbison House

EIN 83-0351855 • 501(c)3 • San Marino, CA

Profile

To engage in charitable, educational and other activites.

1119 Lorain RoadSan Marino, CA 91108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$523,860

Up $4,287 (+0.8%) from 2023

Liabilities

Down

$450

Down $768 (-63%) from 2023

Net Assets

Up

$523,410

Up $5,055 (+1.0%) from 2023

Revenue

Up

$40,395

Up $2,404 (+6.3%) from 2023

Expenses

Down

$35,340

Down $1,123 (-3.1%) from 2023

Net Income

Up

$5,055

Up $3,527 (+231%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $420,740Liabilities 2015: $1,700Net Assets 2015: $419,0402015Assets 2016: $431,735Liabilities 2016: $1,900Net Assets 2016: $429,8352016Assets 2017: $458,561Liabilities 2017: $1,900Net Assets 2017: $456,6612017Assets 2018: $447,315Liabilities 2018: $1,300Net Assets 2018: $446,0152018Assets 2019: $487,315Liabilities 2019: $1,300Net Assets 2019: $486,0152019Assets 2020: $511,152Liabilities 2020: $1,300Net Assets 2020: $509,8522020Assets 2021: $522,218Liabilities 2021: $1,300Net Assets 2021: $520,9182021Assets 2022: $518,127Liabilities 2022: $1,300Net Assets 2022: $516,8272022Assets 2023: $519,573Liabilities 2023: $1,218Net Assets 2023: $518,3552023Assets 2024: $523,860Liabilities 2024: $450Net Assets 2024: $523,4102024

Highlighted filing

2024

Assets$523,860
Liabilities$450
Net Assets$523,410

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $92,301Expenses 2015: $29,751Net Income 2015: $62,5502015Revenue 2016: $44,637Expenses 2016: $33,842Net Income 2016: $10,7952016Revenue 2017: $59,574Expenses 2017: $32,748Net Income 2017: $26,8262017Revenue 2018: $25,513Expenses 2018: $36,159Net Income 2018: -$10,6462018Revenue 2019: $73,504Expenses 2019: $33,504Net Income 2019: $40,0002019Revenue 2020: $59,528Expenses 2020: $35,691Net Income 2020: $23,8372020Revenue 2021: $42,424Expenses 2021: $31,358Net Income 2021: $11,0662021Revenue 2022: $41,293Expenses 2022: $45,384Net Income 2022: -$4,0912022Revenue 2023: $37,991Expenses 2023: $36,463Net Income 2023: $1,5282023Revenue 2024: $40,395Expenses 2024: $35,340Net Income 2024: $5,0552024

Highlighted filing

2024

Revenue$40,395
Expenses$35,340
Net Income$5,055

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$40,395
Mission and Program Overview

Mission

To engage in charitable, educational and other activites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$377,718$381,762▲ $4,044
Land, Buildings, and Equipment, Net$139,815$139,695▼ $120
Intangible Assets-$2,403-
Prepaid Expenses and Deferred Charges$2,040$0▼ $2,040
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$519,573$523,860▲ $4,287
Other Assets Total-$0-
Liabilities
Other Liabilities$1,218$450▼ $768
Total Liabilities$1,218$450▼ $768
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$518,355$523,410▲ $5,055
Total Net Assets Fund Balance$518,355$523,410▲ $5,055
Total Liabilities and Net Assets / Fund Balance$519,573$523,860▲ $4,287

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$139,695$75,269$214,964
Other Land Buildings-$4,712$4,712
Equipment-$2,100$2,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia YipCFO/Director
Barbara DamerelDirector
Doris ChristensenDirector
Dudley Harbison DoanDirector
Grace MellisDirector
Kelly ManningDirector
Connie KnottDirector/HseMgr
Gretchen Shepherd-romeyCEO/Sec/Directo
Debra SpauldingTreasurer/Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$11,825
Program Service Revenue
$8,545
Investment Income
$20,025
Other Revenue
$0
All Other Contributions
$11,825
Change in Net Assets
$5,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,340
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
Depreciation Depletion$5,717--$5,717
All Other Expenses$5,277--$5,277
Other Expenses$3,024--$3,024
Total Functional Expenses$35,340$0$0$35,340
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Key Deposits$450
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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 B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hill-harbison House
EIN
83-0351855
Phone
6262844023
Address
1119 LORAIN ROAD, SAN MARINO, CA 91108

Signing Officer

Name
Gretchen Shepherd-romey
Title
President & CEO
Signed
2025-11-13

Organization Details

Principal Officer
Gretchen Shepherd-romey
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

BANK FEE: Column (A) - Total = $2966; Column (B) - Program Services = $2966; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

FIRE ALARM: Column (A) - Total = $1440; Column (B) - Program Services = $1440; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

LAND USE FEE: Column (A) - Total = $10; Column (B) - Program Services = $10; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

LIC & PERMIT: Column (A) - Total = $17; Column (B) - Program Services = $17; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

MAIL BOX RENTAL: Column (A) - Total = $396; Column (B) - Program Services = $396; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

MISCELLANEOUS: Column (A) - Total = $422; Column (B) - Program Services = $422; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

REPAIRS: Column (A) - Total = $26; Column (B) - Program Services = $26; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065294
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt065294
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065294
IRS990ScheduleA/TotalSupportAmt065294
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02100
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0139695
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt075269
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0214964
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04712
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Key Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139695
IRS990ScheduleD/TotalLiabilityAmt0450
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEE: Column (A) - Total = $2966; Column (B) - Program Services = $2966; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIRE ALARM: Column (A) - Total = $1440; Column (B) - Program Services = $1440; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LAND USE FEE: Column (A) - Total = $10; Column (B) - Program Services = $10; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIC & PERMIT: Column (A) - Total = $17; Column (B) - Program Services = $17; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MAIL BOX RENTAL: Column (A) - Total = $396; Column (B) - Program Services = $396; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS: Column (A) - Total = $422; Column (B) - Program Services = $422; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPAIRS: Column (A) - Total = $26; Column (B) - Program Services = $26; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0519573
IRS990/TotalAssetsEOYAmt0523860
IRS990/TotalAssetsGrp/BOYAmt0519573
IRS990/TotalAssetsGrp/EOYAmt0523860
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011825
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035340
IRS990/TotalFunctionalExpensesGrp/TotalAmt035340
IRS990/TotalGrossUBIAmt08545
IRS990/TotalLiabilitiesBOYAmt01218
IRS990/TotalLiabilitiesEOYAmt0450
IRS990/TotalLiabilitiesGrp/BOYAmt01218
IRS990/TotalLiabilitiesGrp/EOYAmt0450
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0518355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0523410
IRS990/TotalProgramServiceExpensesAmt035340
IRS990/TotalProgramServiceRevenueAmt08545
IRS990/TotalRevenueGrp/ExclusionAmt020025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040395
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08545
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0519573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0523860
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt01119 LORAIN ROAD
IRS990/USAddress/CityNm0SAN MARINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091108
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN SHEPHERD-ROMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/DisasterReliefTxt0LOS ANGELES COUNTY FIRE
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILL-HARBISON HOUSE
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0830351855
ReturnHeader/Filer/PhoneNum06262844023
ReturnHeader/Filer/USAddress/AddressLine1Txt01119 LORAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-13T11:39:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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