Civic Intelligence

Historic Santa Fe Foundation Inc.

990 • Fiscal year 2018 • EIN 85-6011261

Jan 01, 2018 to Dec 31, 2018 • Filed on May 30, 2019

Organization Profilewww.HistoricSantaFe.org

View Organization Page

545 Canyon RoadSanta Fe, NM 87501

(505) 983-2567

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

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

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

63rd percentile

$88,593

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

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

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

94th percentile

121%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,289,836

Up $842,233 (+58%) from 2017

Net Assets

Up

$2,255,334

Up $861,775 (+62%) from 2017

Liabilities

Down

$34,502

Down $19,542 (-36%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin95th percentile

Revenue

Up

$1,435,010

Up $785,873 (+121%) from 2017

Expenses

Down

$459,893

Down $18,025 (-3.8%) from 2017

Net Income

Up

$975,117

Up $803,898 (+470%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,878,558Liabilities 2011: $1,420,504Net Assets 2011: $1,458,0542011Assets 2012: $1,536,118Liabilities 2012: $215,613Net Assets 2012: $1,320,5052012Assets 2013: $1,471,329Liabilities 2013: $221,529Net Assets 2013: $1,249,8002013Assets 2014: $1,374,710Liabilities 2014: $174,539Net Assets 2014: $1,200,1712014Assets 2015: $1,218,609Liabilities 2015: $170,001Net Assets 2015: $1,048,6082015Assets 2016: $1,270,910Liabilities 2016: $48,570Net Assets 2016: $1,222,3402016Assets 2017: $1,447,603Liabilities 2017: $54,044Net Assets 2017: $1,393,5592017Assets 2018: $2,289,836Liabilities 2018: $34,502Net Assets 2018: $2,255,3342018Assets 2019: $3,973,331Liabilities 2019: $29,828Net Assets 2019: $3,943,5032019Assets 2020: $4,391,378Liabilities 2020: $79,944Net Assets 2020: $4,311,4342020Assets 2021: $4,941,397Liabilities 2021: $75,048Net Assets 2021: $4,866,3492021Assets 2022: $4,275,010Liabilities 2022: $36,667Net Assets 2022: $4,238,3432022Assets 2023: $6,207,359Liabilities 2023: $41,088Net Assets 2023: $6,166,2712023Assets 2024: $6,587,994Liabilities 2024: $87,757Net Assets 2024: $6,500,2372024

Highlighted filing

2018

Assets$2,289,836
Liabilities$34,502
Net Assets$2,255,334
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $407,634Expenses 2011: $271,923Net Income 2011: $135,7112011Revenue 2012: $289,557Expenses 2012: $342,291Net Income 2012: -$52,7342012Revenue 2013: $343,653Expenses 2013: $414,358Net Income 2013: -$70,7052013Revenue 2014: $397,755Expenses 2014: $424,616Net Income 2014: -$26,8612014Revenue 2015: $368,984Expenses 2015: $520,547Net Income 2015: -$151,5632015Revenue 2016: $605,386Expenses 2016: $431,493Net Income 2016: $173,8932016Revenue 2017: $649,137Expenses 2017: $477,918Net Income 2017: $171,2192017Revenue 2018: $1,435,010Expenses 2018: $459,893Net Income 2018: $975,1172018Revenue 2019: $1,696,368Expenses 2019: $418,796Net Income 2019: $1,277,5722019Revenue 2020: $195,358Expenses 2020: $363,714Net Income 2020: -$168,3562020Revenue 2021: $339,673Expenses 2021: $414,462Net Income 2021: -$74,7892021Revenue 2022: $651,345Expenses 2022: $496,978Net Income 2022: $154,3672022Revenue 2023: $1,900,573Expenses 2023: $529,490Net Income 2023: $1,371,0832023Revenue 2024: $314,938Expenses 2024: $610,508Net Income 2024: -$295,5702024

Highlighted filing

2018

Revenue$1,435,010
Expenses$459,893
Net Income$975,117
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,885,509
Mission and Program Overview

Mission

Our mission is to preserve, protect and promote the historic properties and diverse cultural heritage of the Santa Fe area, and to educate the public about Santa Fe's history and the importance of preservation.

Historic preservation of properties to preserve the diverse cultural heritage of the Santa Fe area. Activities include not only the preservation of historical properties but education of the public about Santa Fe's history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$346,735$1,772,861▲ $1,426,126
Land, Buildings, and Equipment, Net$713,898$351,699▼ $362,199
Savings and Temporary Cash Investments$256,799$69,213▼ $187,586
Cash and Non-Interest-Bearing Accounts$35,445$41,789▲ $6,344
Inventories for Sale or Use$18,000$18,000→ $0
Prepaid Expenses and Deferred Charges$5,886$3,837▼ $2,049
Accounts Receivable$37,636$720▼ $36,916
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-
Intangible Assets-$0-
Total Assets$1,447,603$2,289,836▲ $842,233
Other Assets Total$33,204$31,717▼ $1,487
Liabilities
Accounts Payable and Accrued Expenses$29,476$26,017▼ $3,459
Other Liabilities$23,518$8,485▼ $15,033
Deferred Revenue$1,050--
Total Liabilities$54,044$34,502▼ $19,542
Net Assets / Fund Balance
Unrestricted Net Assets$1,314,970$2,255,334▲ $940,364
Temporarily Rstr Net Assets$65,000--
Permanently Rstr Net Assets$13,589--
Total Net Assets Fund Balance$1,393,559$2,255,334▲ $861,775
Total Liabilities and Net Assets / Fund Balance$1,447,603$2,289,836▲ $842,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$37,888$315,117$353,005
Land$245,826-$245,826
Leasehold Improvements$65,992$121,279$187,271
Equipment$1,993$28,969$30,962
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pete WarzelExecutive DirectorFT$88,593$88,593

Board Members and Trustees

NameTitle
Alan Mac WatsonChairman
Ken StilwellVice Chair
Alan JonesDirector
Elizabeth BradleyDirector
Linda TiggesDirector
Mark FrenchDirector
Michael DaleDirector
RA PattersonDirector
Tim MaxwellDirector
Graciela Petronio TomSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$96,207
Program Service Revenue
$138,520
Investment Income
$1,196,029
Other Revenue
$4,254
All Other Contributions
$80,587
Change in Net Assets
$975,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,435,010
Revenue Not Reported on Form 990
$-113,342
Total Revenue per Audited Statements
$1,321,668
Total Revenue per Form 990
$1,435,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,825
Other Expenses$171,068
Total Fundraising Expense$60,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,552$45,015$24,334$180,901
Current Officers, Directors, Trustees, and Key Employees$24,430$39,456$23,384$87,270
Occupancy$45,052$2,018-$47,070
Depreciation Depletion$21,050$11-$21,061
Payroll Taxes$10,480$6,509$3,665$20,654
Fees for Services Accounting-$19,966-$19,966
Fees for Services Other$2,293-$8,019$10,312
All Other Expenses$2,851$4,773$956$8,580
Office Expenses$9$5,204$58$5,271
Travel$4,166$486$127$4,779
Fees for Service Investment Mgmnt Fees-$4,138-$4,138
Information Technology$399$3,287-$3,686
Insurance-$3,501-$3,501
Fees for Services Legal$2,737--$2,737
Other Expenses$2,289$1,080$429$2,289
Advertising-$400-$400
Conferences and Meetings-$170-$170
Total Functional Expenses$256,400$142,521$60,972$459,893

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$459,893
Total Expenses per Audited Statements$459,893
Total Expenses per Form 990$459,893
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,322
Fundraising Direct Expenses$26,049
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stewardship and Home Tour Events$24,744$23,202$23,199$3
Artists Historic Home Tour$6,120$6,120$1,545$4,575
Total Events$30,864$29,322$26,049$3,273
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
Tenant Deposits Payable$8,485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Historic Santa Fe Foundation's Bylaws were amended as follows:Article V Section 7 - Added "E.Amend the HSFF Investment Policy."Article VII Section 3 - Added "and the Investment Committee" after "The Nominating Committee".Article VII Section 3 Subsection 1 - Added, "The Investment Committee shall administer the Investment Policy and recommend any changes to the Board of Directors."”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft is reviewed initially by the Executive Director, and then by the Finance Committee of the Board. Once approved, it is then distributed to the Board of Directors for review prior to a Board meeting, at which time the Treasurer responds to any questions or comments.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members receive "conflict of interest acknowledgement" and by signing acknowledgement affirm the following:* understanding of the importance of such policy* receipt of a copy of the foundations conflict of interest policy* having read the policy* agree to comply with the policy* agree that they do not have a financial interest, as defined in thepolicy, with the foundation* will amend this acknowlegement, during the year if their situation changes”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The finance committee of the board of directors, composed of the treasurer and at least one additional board member, all of whom are unrelated to the executive director,reviews and approves compensation and other terms of employment for the executive director. In considering appropriate compensation for the executive director, the finance committee reviews salary data for comparable positions at similarly sized not-for profit entities in santa fe. The executive committee of the board of directors also conducts an annual review of the performance of the executive director. The results of the finance committees compensation considerations of the executive director ae discussed at a board meeting when considering the next years fiscal budget.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive director is the only officer/key employee that is compensated.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Conflict of interest policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Santa Fe Foundation Inc
EIN
85-6011261
Phone
5059832567
Address
545 Canyon Road, Santa Fe, NM 87501

Signing Officer

Name
Alan Mac Watson
Title
Chairman
Signed
2019-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Mac Watson
Formed
1961
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
18

Preparer

Firm
Moen Accounting DBA Janice Moen CPA
Address
26965 Road N, Cortez, CO 81321
Preparer
Janice Moen CPA
Phone
5052502231
Supplemental Narrative

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

“Historic Properties are originally recorded at cost if purchased or fair market value if donated, and are carried at that original amount less accumulated depreciation. Repairs and maintenance expenses are charged to operations when incurred. Expenditures for major renewals and betterments that extend the useful lives of the property are capitalized. All properties are subject to an impairment test every year or when events or circumstances indicate that the propertys carrying amount may not be recoverable. We first assess qualitative factors to determine whether it is "more likely than not"(more than 50%) that the fair value of a property is less than its carrying amount as a basis for determining whether it is necessary to perform an impairment test using quantitative factors. Depreciation is provided using the straight--line method over the estimated useful lives of the properties, which are 40 years for the original acquisition of buildings, 15 years for major renewals and betterments (e.g., a new roof), and the shorter of the useful life or the remaining term of the underlying lease for tenant improvements.A stewardship fund is maintained. Revenues and expenses are categorized by each historic property in the entitys income statement. A detail fixed asset scheduled is maintained by each historic property.”

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IRS990/Desc0PROTECTING HISTORIC PROPERTIES HISTORIC PRESERVATION (ARCHITECTURAL CONSERVATION)1. COMPLETED REPAIR AND REINFORCING OF PREVIOUSLY FAILING CEILING BEAMS AT EL ZAGUAN, 545 CANYON ROAD.2. REPLACED ROTTEN WOOD STAIR COMPONENTS LEADING TO THE CROSS OF THE MARTYRS MONUMENT ON PASEO DE LA LOMA.3. PERFORMED STRUCTURAL ADOBE REPAIRS IN MULTIPLE LOCATIONS AT OLIVER P. HOVEY HOUSE, 136 GRANT AVE. 4. REPAIRED AND REINFORCED FAILING CEILING BEAMS AT OLIVER P. HOVEY HOUSE, 136 GRANT AVE.5. ONGOING MAINTENANCE AND REPAIR AND RESTORATION OF ALL FOUNDATION PROPERTIES.6. CONTINUED TO REFINE PROCESS FOR MONITORING AND MANAGEMENT OF ALL PRESERVATION EASEMENTS HELD BY THE FOUNDATION. OUTREACH CONTINUED TO SCHEDULE ANNUAL VISITS AND INSPECTIONS WITH OWNERS OF EXISTING EASEMENTS HELD BY THE FOUNDATION.7. CONTINUED GARDEN PLANNING AND MAINTENANCE WITH THE VOLUNTEER SANTA FE MASTER GARDENERS ASSOCIATION AND CONTINUED ENGAGEMENT WITH LINDA CHURCHILL AS GARDENER RESPONSIBLE FOR OVERALL CONDITION.8. ENGAGED ARCHITECT LARRY GOOD ON A VOLUNTEER BASIS TO BEGIN RESEARCH AND OUTLINE FOR A MASTER PLAN FOR THE FUTURE OF EL ZAGUN AT 545 CANYON ROAD.
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IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH, EDUCATION AND OUTREACH1. CONTINUED TO CATALOGUE ARCHIVE MATERIALS WITH VOLUNTEERS THAT INCLUDED SCANNING THE PHOTOGRAPHIC COLLECTION2. EXPANDED THE DATABASE FOR SEARCHABLE CROSS-REFERENCE OF NAMES AND PROPERTIES AND POSTED SOME OF THE MATERIALS ONLINE FOR PUBLIC ACCESS3. CREATED A PUBLISHING PROPOSAL FOR THE REVISED EDITION OF HSFFS BOOK OLD SANTA FE TODAY, OPENED NEGOTIATIONS WITH A PUBLISHER, AND SECURED A WRITER FOR THE ENTRIES ON THE APPROXIMATELY 100 REGISTER PROPERTIES TO BE ILLUSTRATED IN THE FUTURE BOOK4. ESTABLISHED A GRANT WRITING COMMITTEE INCLUDING STAFF AND BOARD TO HELP WITH PUBLICATIONS AND MASTER PLANNING5. HELD MONTHLY ART AND HISTORY EXHIBITIONS AT OUR CANYON ROAD GALLERY FOR EL ZAGUN RESIDENT ARTISTS AND OTHER INVITED ARTISTS. ONE EXHIBITION WAS A FOUNDATION STAFF SHOW OF PAINTINGS, POTTERY AND PHOTOGRAPHS AND HOSTED SEVERAL HISTORY EXHIBITIONS WITH PHOTOGRAPHS AND ARTIFACTS. 6. CONTINUED THE MONTHLY MEMBER LECTURE SERIES, SALON EL ZAGUN AND EXPANDED TO INCLUDE THE PUBLIC. TIED MANY OF THE LECTURES TO THE MONTHLY EXHIBITONS IN THE SALA AT EL ZAGUN.7. CO-HOSTED, ALONG WITH THE CITY OF SANTA FE HISTORIC PRESERVATION DIVISION AND THE OLD SANTA FE ASSOCIATION, THE ANNUAL HERITAGE PRESERVATION AWARDS IN MAY 2018. ARRANGED THE VENUE FOR THE EVENT AT SAN MIGUEL CHAPEL AND HELD THE RECEPTION FOLLOWING AT OUR OFFICES AT EL ZAGUN.8. PRESENTED THE PRESERVATION STEWARDSHIP AWARD AS PART OF THE PRESERVATION AWARDS TO CHIMAYO CULTURAL PRESERVATION ASSOCIATION FOR THEIR WORK ON THE REPAIR AND RENOVATION OF CASITA MARTINA IN CHIMAYO, NM AND ITS SUBSEQUENT PRESERVATION OF THE WALLS OF THE ADJACENT ORATORIO CHAPEL. 9. EXPANDED OUR PUBLIC OUTREACH THROUGH PRESS RELEASES, EXPANDED MAILING LIST, AND ACTIVE SOCIAL MEDIA. RECEIVED COVERAGE IN LOCAL PRESS INCLUDING TWO MAGAZINE COVERS AND MANY IMAGE ILLUSTRATIONS FOR SALON EL ZAGUN TALKS AND EXHIBITIONS10. PARTNERED WITH UNIVERSITY OF NEW MEXICO (UNM) AND NEW MEXICOS STATE HISTORIC PRESERVATION OFFICE TO BETA TEST A NEW PROGRAM UTILIZING UNM STUDENTS TO WRITE THE NOMINATION FOR SIGNIFICANT PROPERTIES/LANDSCAPES FOR THE FOUNDATIONS HISTORIC REGISTER OF PROPERTIES WORTHY OF PRESERVATION11. SPONSORED ADOBE BRICK MAKING DAYS ON FOUR SATURDAYS IN MAY 2018 WITH CORNERSTONES COMMUNITY PARTNERSHIPS AT THE PALACE OF THE GOVERNORS AND SAN MIGUEL CHAPEL IN SANTA FE. THE PUBLIC AND VOLUNTEERS MADE OVER 750 BRICKS USED BY CORNERSTONES IN THEIR RESTORATION PROJECTS IN NORTHERN NEW MEXICO.12. CONTINUED THE MONTHLY ONLINE MAGAZINE (EZINE) WITH ARTICLES ADDRESSING THE ACTIVITIES AND NEWS OF THE FOUNDATION; A MONTHLY INTERVIEW WITH STAFF, BOARD DIRECTORS, AND ASSOCIATED LEADERS IN THE PRESERVATION AND HISTORY FIELDS IN SANTA FE AND NEW MEXICO; AND BOOK REVIEWS OF NEW PUBLICATIONS ON THE HISTORY, CULTURE, ARCHITECTURE, ARCHEOLOGY OF THE SANTA FE AREA AND NEW MEXICO.13. PUBLISHED THREE PRINTED NEWSLETTERS CONTAINING SUBSTANTIAL ARTICLES, IN-DEPTH INTERVIEWS, AND PRESERVATION NEWS 14. HELD AN ANNUAL FOUNDATION MEMBERS GATHERING/MEETING IN THE EL ZAGUN GARDEN WITH GUEST SPEAKER JEFF PAPPAS, NEW MEXICOS STATE HISTORIC PRESERVATION OFFICER15. FOUNDED SIEMPRE SOCIETY, A LEGACY GIVING MEMBERSHIP PROGRAM, AND LAUNCHED A CAMPAIGN TO REACH OUR MEMBERS16. CONTINUED THE STEWARDS GROUP MEMBERSHIP PROGRAM WITH TOURS AT FOUR SIGNIFICANT HOMES DURING THE YEAR INCLUDING A SHORT LECTURE AT EACH FOCUSED ON THE HISTORY OF THE PROPERTY AND/OR PERSONS ASSOCIATED WITH THE PROPERTY WHO WERE SIGNIFICANT IN THE HISTORY OF SANTA FE. THE 2018 HOMES WERE:- PLAZA BALENTINE, ACEQUIA MADRE, SANTA FE, NM WITH SPEAKER MARGRETTA HARNISCH- CARLOS VIERRA HOUSE, SANTA FE, NM WITH SPEAKER DAVID RASCH- SETON VILLAGE AND THE ACADEMY FOR THE LOVE OF LEARNING, SETON VILLAGE, NM WITH SPEAKER DAVID L. WITT- LA FONDA ON THE PLAZA, SANTA FE WITH SPEAKER AUDRA BELLMOR17. HELD AN ARTISTS HISTORIC HOME TOUR FOR THE PUBLIC, IN CONJUNCTION WITH THE NEW MEXICO ART MUSEUM FOR THEIR 100TH ANNIVERSAY AND THE SCHOOL FOR ADVANCED RESEARCH. HOUSES
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IRS990/ProgSrvcAccomActy3Grp/Desc0INTERNSHIP- CONTINUED ONGOING PROFESSIONAL TRAINING PROGRAM, THE FAITH AND JOHN GAW MEEM PRESERVATION TRADES INTERNSHIP A TEN WEEK SUMMER PROGRAM FOR INDIVIDUALS ENROLLED IN OR RECENT GRADUATES OF GRADUATE PROGRAMS IN ARCHITECTURE OR PRESERVATION WITH HOUSING PROVIDED BY THE FOUNDATION. 10 APPLICATIONS WERE RECEIVED AND THE CHOSEN INTERN WAS A RECENT GRADUATE OF THE CLATSOP COMMUNITY COLLEGE HISTORIC PRESERVATION AND RESTORATION PROGRAM. HE HAD PREVIOUSLY EARNED A BACHELORS OF SCIENCE IN CIVIL AND ENVIRONMENTAL ENGINEERING AND WORKED AS A PROJECT ENGINEER FOR 12 YEARS.- INTERN DID RESTORATION WORK AT THE OLIVER P. HOVEY HOUSE, MAKING ADOBE BRICKS AND STITCHING THEM IN TO STRUCTURAL CRACKS IN WALLS. REPAIRS WERE PLASTERED OVER TO MATCH REST OF BUILDING. WHERE APPLICABLE IN PARAPET WALLS, ADOBE REPAIRS WERE TRANSITIONED TO FIRED BRICK WITH LIME MORTAR REPAIRS. - INTERN DID RESTORATION AND STABILIZATION WORK ON CRACKED CEILING BEAMS AT THE OLIVER P. HOVEY HOUSE, SISTERING NEW BEAMS AS NEEDED AND INSERTING DUTCHMAN REPAIRS WHERE BEAMS HAD BEEN CUT.- INTERN APPLIED MUD PLASTER TO VARIOUS WALLS AT EL ZAGUAN. PLASTER WORK INCLUDED REMOVAL OF FAILING LIME AND CEMENTITIOUS PLASTER AT ENTRY COURTYARD, REPAIR OF ADOBE WALL BENEATH, AND APPLICATION OF PROTECTIVE MUD PLASTER COATING.- INTERN ASSISTED IN ONGOING MAINTENANCE AND REPAIR AT ALL FOUNDATION PROPERTIES.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,289,836
Liabilities
$34,502
Net assets
$2,255,334
Revenue
$1,435,010
Expenses
$459,893
Net income
$975,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.09$6.50$0.31$0.61$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.04$6.17$1.90$0.53$1.37
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.04$4.24$0.65$0.50$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.08$4.87$0.34$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.08$4.31$0.20$0.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$1.70$0.42$1.28
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$1.44$0.46$0.98
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.05$1.39$0.65$0.48$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.05$1.22$0.61$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.17$1.05$0.37$0.52$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.17$1.20$0.40$0.42$0.03
2013Summary only. Only limited summary data is available for this year.$1.47$0.22$1.25$0.34$0.41$0.07
2012Summary only. Only limited summary data is available for this year.$1.54$0.22$1.32$0.29$0.34$0.05
2011Summary only. Only limited summary data is available for this year.$2.88$1.42$1.46$0.41$0.27$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits