Civic Intelligence

Finnish Heritage Society

EIN 94-1127666 • 501(c)8 • Berkeley, CA

Profile

Social club organized for finnish culture

1970 Chestnut StreetBerkeley, CA 94702

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)8 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

15%

Faster asset growth than 83% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$430,220

Up $56,847 (+15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$430,220

Up $56,847 (+15%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$170,881

Down $32,876 (-16%) from 2023

Expenses

Down

$119,592

Down $44,108 (-27%) from 2023

Net Income

Up

$51,289

Up $11,232 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2011: $270,759Liabilities 2011: $02011Assets 2012: $289,503Liabilities 2012: $02012Assets 2013: $312,463Net Assets 2013: $312,4632013Assets 2014: $328,139Net Assets 2014: $328,1392014Assets 2015: $357,020Net Assets 2015: $357,0202015Assets 2016: $383,354Net Assets 2016: $383,3542016Assets 2017: $427,954Net Assets 2017: $427,9542017Assets 2018: $406,800Liabilities 2018: $02018Assets 2019: $394,719Liabilities 2019: $02019Assets 2020: $374,914Net Assets 2020: $374,9142020Assets 2021: $345,594Net Assets 2021: $345,5942021Assets 2022: $323,110Net Assets 2022: $323,1102022Assets 2023: $373,373Liabilities 2023: $0Net Assets 2023: $373,3732023Assets 2024: $430,220Net Assets 2024: $430,2202024

Highlighted filing

2024

Assets$430,220
Liabilities-
Net Assets$430,220
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $81,314Expenses 2011: $89,582Net Income 2011: -$8,2682011Revenue 2012: $98,055Expenses 2012: $79,311Net Income 2012: $18,7442012Revenue 2013: $95,209Expenses 2013: $72,249Net Income 2013: $22,9602013Revenue 2014: $102,777Expenses 2014: $87,101Net Income 2014: $15,6762014Revenue 2015: $145,907Expenses 2015: $117,026Net Income 2015: $28,8812015Revenue 2016: $151,463Expenses 2016: $125,129Net Income 2016: $26,3342016Revenue 2017: $175,435Expenses 2017: $130,835Net Income 2017: $44,6002017Revenue 2018: $176,044Expenses 2018: $143,754Net Income 2018: $32,2902018Revenue 2019: $138,478Expenses 2019: $133,047Net Income 2019: $5,4312019Revenue 2020: $48,274Expenses 2020: $89,719Net Income 2020: -$41,4452020Revenue 2021: $84,900Expenses 2021: $116,943Net Income 2021: -$32,0432021Revenue 2022: $126,285Expenses 2022: $110,378Net Income 2022: $15,9072022Revenue 2023: $203,757Expenses 2023: $163,700Net Income 2023: $40,0572023Revenue 2024: $170,881Expenses 2024: $119,592Net Income 2024: $51,2892024

Highlighted filing

2024

Revenue$170,881
Expenses$119,592
Net Income$51,289
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,220
Liabilities
-
Net assets
$430,220
Revenue
$170,881
Expenses
$119,592
Net income
$51,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$4.30$1.71$1.20$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$2.04$1.64$0.40
2022Detailed filing. Detailed filing data is available for this year.$3.23$3.23$1.26$1.10$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.46$3.46$0.85$1.17$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.75$3.75$0.48$0.90$0.41
2019Summary only. Only limited summary data is available for this year.$3.95$0.00$1.38$1.33$0.05
2018Summary only. Only limited summary data is available for this year.$4.07$0.00$1.76$1.44$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$4.28$1.75$1.31$0.45
2016Detailed filing. Detailed filing data is available for this year.$3.83$3.83$1.51$1.25$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.57$3.57$1.46$1.17$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.28$3.28$1.03$0.87$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.95$0.72$0.23
2012Summary only. Only limited summary data is available for this year.$2.90$0.00$0.98$0.79$0.19
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$0.81$0.90$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2026
Return Version
2024v5.2
Gross Receipts
$170,881
Mission and Program Overview

Mission

Social welfare organization that promotes the general welfare by promoting finnish culture and dance, art, music and community activites open to all members of the public, regardless of membership in the organization.

Program Services

DescriptionGrantsExpenses
HOST EDUCATIONAL AND CULTURAL ACTIVITIES SUCH AS DANCE, ART, MUSIC, AND WELLNESS CLASSES AT THE ORGANIZATION'S HALL FOR FREE OR FOR BELOW FAIR MARKET RENTAL FOR THE BENEFIT OF APPROZIMATELY 3,000 PEOPLE EACH YEAR-$23,862
DISTRIBUTE NEWSLETTERS CONTAINING CULTURAL AND EDUCATIONAL INFORMATION AND TOPICS PERTAINING TO THE ORGANIZATION--
OFFER CHILDREN AND ADULT LANGUAGE CLASSES, HOSTS VISITING CULTURAL GROUPS AND CULTURAL EVENTS FOR UP TO 200 PEOPLE--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDRIC MORKPres/Chairman-$0--
LINNEA DUEVice President-$0--
DUKE MIAOTreasurer-$0--
FREDERIKA SUMELIUSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Finnish Heritage Society
EIN
94-1127666
Phone
5108455352
Address
1970 CHESTNUT STREET, BERKELEY, CA 94702

Signing Officer

Name
Fredric Mork
Title
President
Signed
2026-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Lynn Trent CPA
Address
957 Mountain View Dr 3, Lafayette, CA 94549
Preparer
Lynn Trent
Phone
9252839892
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2978”

Other Expenses.1009

“Depreciation $1582”

Other Expenses.1012

“Insurance $10406”

Other Expenses.1

“Reimbursements $7120”

Other Expenses.2

“Building maintence $979”

Other Expenses.3

“Misc $199”

Other Expenses.4

“Foreign tax $61”

Other Assets.1002

“Furniture and Fixtures - Beginning $1425 Furniture and Fixtures - Ending $1425”

Other Assets.1

“- Beginning $-400 - Ending $0”

Raw XML Appendix133 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDY LUNDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum05108455352
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01970 CHESTNUT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0245232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0266854
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07065
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051289
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06085
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0373373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0430220
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0170881
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08228
IRS990EZ/LandAndBuildingsGrp/BOYAmt0127116
IRS990EZ/LandAndBuildingsGrp/EOYAmt0161941
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0373373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0430220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0373373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0430220
IRS990EZ/OccupancyRentUtltsAndMaintAmt023862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FREDRIC MORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINNEA DUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DUKE MIAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FREDERIKA SUMELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres/Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01025
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01425
IRS990EZ/OtherChangesInNetAssetsAmt05558
IRS990EZ/OtherExpensesTotalAmt023325
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE ORGANIZATION THAT PROMOTES THE GENERAL WELFARE BY PROMOTING FINNISH CULTURE AND DANCE, ART, MUSIC AND COMMUNITY ACTIVITES OPEN TO ALL MEMBERS OF THE PUBLIC, REGARDLESS OF MEMBERSHIP IN THE ORGANIZATION.
IRS990EZ/ProgramServiceRevenueAmt0155588
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTE NEWSLETTERS CONTAINING CULTURAL AND EDUCATIONAL INFORMATION AND TOPICS PERTAINING TO THE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOST EDUCATIONAL AND CULTURAL ACTIVITIES SUCH AS DANCE, ART, MUSIC, AND WELLNESS CLASSES AT THE ORGANIZATION'S HALL FOR FREE OR FOR BELOW FAIR MARKET RENTAL FOR THE BENEFIT OF APPROZIMATELY 3,000 PEOPLE EACH YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OFFER CHILDREN AND ADULT LANGUAGE CLASSES, HOSTS VISITING CULTURAL GROUPS AND CULTURAL EVENTS FOR UP TO 200 PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066320
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0119592
IRS990EZ/TotalProgramServiceExpensesAmt023862
IRS990EZ/TotalRevenueAmt0170881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $10406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reimbursements $7120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Building maintence $979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Foreign tax $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $1425 Furniture and Fixtures - Ending $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8- Beginning $-400 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDRIC MORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINNISH HERITAGE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FINN
ReturnHeader/Filer/EIN0941127666
ReturnHeader/Filer/PhoneNum05108455352
ReturnHeader/Filer/USAddress/AddressLine1Txt01970 CHESTNUT STREET
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lynn Trent CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0957 Mountain View Dr 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09252839892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Trent
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-24T14:58:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits