Civic Intelligence

California Preservation Foundation

EIN 94-2569465 • 501(c)3 • San Francisco, CA

Profile

The organizations primary exempt purpose is to promote, encourage, support, and conduct programs for education, advocacy, and research relating to the preservation and enhancement of the historic built environment

101 The Embarcadero 120San Francisco, CA 94105

www.californiapreservation.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-7.8%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$592,740

Up $8,521 (+1.5%) from 2023

Liabilities

Up

$39,389

Up $2,713 (+7.4%) from 2023

Net Assets

Up

$553,351

Up $5,808 (+1.1%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin43rd percentile

Revenue

Down

$464,454

Down $39,066 (-7.8%) from 2023

Expenses

Up

$458,646

Up $84,105 (+22%) from 2023

Net Income

Down

$5,808

Down $123,171 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $346,082Liabilities 2011: $33,785Net Assets 2011: $312,2972011Assets 2012: $220,789Liabilities 2012: $35,543Net Assets 2012: $185,2462012Assets 2013: $242,975Liabilities 2013: $40,381Net Assets 2013: $202,5942013Assets 2014: $233,099Liabilities 2014: $21,711Net Assets 2014: $211,3882014Assets 2015: $205,464Liabilities 2015: $52,933Net Assets 2015: $152,5312015Assets 2016: $224,438Liabilities 2016: $55,912Net Assets 2016: $168,5262016Assets 2017: $318,962Liabilities 2017: $126,942Net Assets 2017: $192,0202017Assets 2018: $296,558Liabilities 2018: $104,571Net Assets 2018: $191,9872018Assets 2019: $383,519Liabilities 2019: $131,123Net Assets 2019: $252,3962019Assets 2020: $381,881Liabilities 2020: $109,185Net Assets 2020: $272,6962020Assets 2021: $455,100Liabilities 2021: $107,918Net Assets 2021: $347,1822021Assets 2022: $493,472Liabilities 2022: $74,908Net Assets 2022: $418,5642022Assets 2023: $584,219Liabilities 2023: $36,676Net Assets 2023: $547,5432023Assets 2024: $592,740Liabilities 2024: $39,389Net Assets 2024: $553,3512024

Highlighted filing

2024

Assets$592,740
Liabilities$39,389
Net Assets$553,351
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $538,984Expenses 2011: $602,672Net Income 2011: -$63,6882011Revenue 2012: $360,269Expenses 2012: $471,403Net Income 2012: -$111,1342012Revenue 2013: $418,694Expenses 2013: $401,346Net Income 2013: $17,3482013Revenue 2014: $458,302Expenses 2014: $449,527Net Income 2014: $8,7752014Revenue 2015: $450,195Expenses 2015: $509,051Net Income 2015: -$58,8562015Revenue 2016: $453,088Expenses 2016: $436,593Net Income 2016: $16,4952016Revenue 2017: $398,276Expenses 2017: $375,589Net Income 2017: $22,6872017Revenue 2018: $455,763Expenses 2018: $453,730Net Income 2018: $2,0332018Revenue 2019: $537,068Expenses 2019: $476,659Net Income 2019: $60,4092019Revenue 2020: $408,586Expenses 2020: $388,286Net Income 2020: $20,3002020Revenue 2021: $404,698Expenses 2021: $330,211Net Income 2021: $74,4872021Revenue 2022: $427,048Expenses 2022: $355,666Net Income 2022: $71,3822022Revenue 2023: $503,520Expenses 2023: $374,541Net Income 2023: $128,9792023Revenue 2024: $464,454Expenses 2024: $458,646Net Income 2024: $5,8082024

Highlighted filing

2024

Revenue$464,454
Expenses$458,646
Net Income$5,808
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$592,740
Liabilities
$39,389
Net assets
$553,351
Revenue
$464,454
Expenses
$458,646
Net income
$5,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.39$5.53$4.64$4.59$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.84$0.37$5.48$5.04$3.75$1.29
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.75$4.19$4.27$3.56$0.71
2021Detailed filing. Detailed filing data is available for this year.$4.55$1.08$3.47$4.05$3.30$0.74
2020Detailed filing. Detailed filing data is available for this year.$3.82$1.09$2.73$4.09$3.88$0.20
2019Summary only. Only limited summary data is available for this year.$3.84$1.31$2.52$5.37$4.77$0.60
2018Summary only. Only limited summary data is available for this year.$2.97$1.05$1.92$4.56$4.54$0.02
2017Summary only. Only limited summary data is available for this year.$3.19$1.27$1.92$3.98$3.76$0.23
2016Summary only. Only limited summary data is available for this year.$2.24$0.56$1.69$4.53$4.37$0.16
2015Summary only. Only limited summary data is available for this year.$2.05$0.53$1.53$4.50$5.09$0.59
2014Summary only. Only limited summary data is available for this year.$2.33$0.22$2.11$4.58$4.50$0.09
2013Summary only. Only limited summary data is available for this year.$2.43$0.40$2.03$4.19$4.01$0.17
2012Summary only. Only limited summary data is available for this year.$2.21$0.36$1.85$3.60$4.71$1.11
2011Summary only. Only limited summary data is available for this year.$3.46$0.34$3.12$5.39$6.03$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$464,454
Mission and Program Overview

Mission

The organizations primary exempt purpose is to promote, encourage, support, and conduct programs for education, advocacy, and research relating to the preservation and enhancement of the historic built environment

The organization's primary exempt purpose is to promote, encourage, support, and conduct programs for education, advocacy, and research relating to the preservation and enhancement of the historic built environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$351,488$309,002▼ $42,486
Cash and Non-Interest-Bearing Accounts$211,216$245,756▲ $34,540
Pledges and Grants Receivable$14,060$29,580▲ $15,520
Prepaid Expenses and Deferred Charges$2,441$3,388▲ $947
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$584,219$592,740▲ $8,521
Other Assets Total$5,014$5,014→ $0
Liabilities
Other Liabilities-$25,099-
Accounts Payable and Accrued Expenses$36,676$14,290▼ $22,386
Total Liabilities$36,676$39,389▲ $2,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$391,293$396,086▲ $4,793
Net Assets With Donor Restrictions$156,250$157,265▲ $1,015
Total Net Assets Fund Balance$547,543$553,351▲ $5,808
Total Liabilities and Net Assets / Fund Balance$584,219$592,740▲ $8,521

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,776$2,776
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Cindy HeitzmanExecutive DirectorFT$103,600$103,600

Board Members and Trustees

NameTitle
Jeff Caldwell PEPresident
Antonio CastilloTrustee
Bridget MaleyTrustee
Carson AndersonTrustee
Gretchen HilyardBoyceTrustee
Laura DominguezTrustee
Matthew WorsterTrustee
Nicole HernandezTrustee
Paul HalajianTrustee
Sarah Kozal EsqTrustee
Trudi SandmeierTrustee
Rita CofieldSecretary
Annabel EnriquezTreasurer
Michael Gibson EsqVP Development
Revenue and Support

Revenue Composition

Contributions and Grants
$227,815
Program Service Revenue
$234,361
Investment Income
$2,278
Other Revenue
$0
All Other Contributions
$219,380
Change in Net Assets
$5,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$294,892
Other Expenses$157,754
Total Fundraising Expense$88,375
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,559$6,043$34,790$162,392
Current Officers, Directors, Trustees, and Key Employees$65,268$10,360$27,972$103,600
Occupancy$20,805$2,398$5,054$28,257
Payroll Taxes$15,310$892$5,056$21,258
Information Technology$12,478$403$1,885$14,766
Travel$12,070$154-$12,224
Office Expenses$7,456$1,128$3,243$11,827
Fees for Services Other$2,730$4,965$710$8,405
Fees for Services Accounting-$8,357-$8,357
Other Employee Benefits$5,868$326$1,448$7,642
Grants to Domestic Individuals$6,000--$6,000
Insurance$1,391$1,651$523$3,565
All Other Expenses$1,611$1,331-$2,942
Other Expenses$1,900$404$786$1,900
Total Functional Expenses$329,797$40,474$88,375$458,646
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
Yes
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
PTO Accrual$21,876
Commuter Checks$2,569
Credit Cards$654
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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, Section B, Line 11B

“Form 990, Part VI, Section B, Line 11b: The 990 is circulated to all members of the governing body before filing.”

Form 990, Part VI, Section B, Line 12C

“The board is asked about conflicts of interest annually and each board member must remove him/herself from board discussions and votes related to matters which could be conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The board uses comparative data for organizations of the same size to set compensation for the executive director and the executive director uses comparative data for organizations of the same size and nature to set compensation for other employees.”

Form 990, Part VI, Section B, Line 15B

“The board uses comparative data for organizations of the same size to set compensation for the executive director and the executive director uses comparative data for organizations of the same size and nature to set compensation for other employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents,conflict of interest policy, financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
California Preservation Foundation
EIN
94-2569465
Phone
4154950349
Address
101 The Embarcadero 120, San Francisco, CA 94105

Signing Officer

Name
Cindy Heitzman
Title
Executive Director
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
348

Preparer

Firm
Eva 990 & Associates
Address
3439 SE Hawthorne Blvd 536, Portland, OR 97214
Preparer
Eva Konigsberg
Phone
5034902505
Supplemental Narrative

Additional Explanations

Statement Note 1

“The organization received $122,500 in donated speaking services in 2023-2024. These services were not recorded as revenue or expense in accordance with IRS Form 990 instructions but significantly supported our mission.”

Financial Statement Notes

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

“The organization is in compliance in the reporting of conservation easements.”

Raw XML AppendixShowing 400 of 586 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.

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IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE, ENCOURAGE, SUPPORT, AND CONDUCT PROGRAMS FOR EDUCATION, ADVOCACY, AND RESEARCH RELATING TO THE PRESERVATION AND ENHANCEMENT OF THE HISTORIC BUILT ENVIRONMENT.
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IRS990/Desc0Education - In 2024, CPF reached record-breaking attendance with over 945 participants at our California Preservation Conference and more than 3,200 participants across our webinars and seminars. The conference featured 52 sessions covering cutting-edge preservation practices and housing solutions in historic contexts. Our Doors Open California program, supported by a grant from the National Trust for Historic Preservation, gave public access to more than 60 historic sites across the state. CPF continues to expand its educational offerings based on participant feedback and evolving needs. We also invested in the next generation of preservationists by hosting over a dozen university students, awarding stipends to student speakers, and hiring two student fellows through our Underrecognized California program. For the seventh year in a row, we provided scholarships thanks to generous donor support. These efforts reflect CPFs deep commitment to building knowledge, nurturing future leaders, and broadening public access to Californias historic places and preservation practices.
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IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Kozal Esq
IRS990/Form990PartVIISectionAGrp/PersonNm3Rita Cofield
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeff Caldwell PE
IRS990/Form990PartVIISectionAGrp/PersonNm5Nicole Hernandez
IRS990/Form990PartVIISectionAGrp/PersonNm6Carson Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm7Antonio Castillo
IRS990/Form990PartVIISectionAGrp/PersonNm8Gretchen HilyardBoyce
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael Gibson Esq
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IRS990/Form990PartVIISectionAGrp/PersonNm11Bridget Maley
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IRS990/MissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROMOTE, ENCOURAGE, SUPPORT, AND CONDUCT PROGRAMS FOR EDUCATION, ADVOCACY, AND RESEARCH RELATING TO THE PRESERVATION AND ENHANCEMENT OF THE HISTORIC BUILT ENVIRONMENT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Advocacy - CPF led major advocacy efforts to advance preservation and address housing needs. We co-sponsored AB 3068 with YIMBY Action to make adaptive reuse for housing a use-by-right across all zones, provided projects followed the Secretary of the Interiors Standards. The bill passed both houses but was ultimately vetoed, though it built a solid foundation for future efforts. CPF also opposed AB 2580, which threatened to undermine preservation, mobilizing thousands in grassroots advocacy. We actively lobbied to relocate the proposed State Capitol Visitors Center to preserve the historic West Portal. In addition, we hosted Building on History: A Summit for Housing Solutions, convening over 400 experts and advocates to explore preservation-based approaches to Californias housing crisis. To further unify our voice statewide, CPF launched an Advocacy Network and saw a surge in membership engagement, underscoring our growing influence as a statewide leader in shaping preservation policy and supporting equitable housing solutions.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Research - Through our Underrecognized California program, CPF is expanding the narrative of Californias heritage by researching and supporting the designation of overlooked historic places. This year, we submitted a draft nomination for Lenchitas, a culturally significant site in Los Angeles Latino community. We also initiated the National Register nomination for the James Dodd Architecture Offices, linked to one of Sacramentos pioneering Black Modernist architects. CPF coordinated with preservation experts and property owners to move these efforts forward, underscoring our commitment to inclusive history and community-driven documentation. These projects not only preserve architectural and cultural landmarks but also serve as case studies in broadening public understanding of who and what is considered historic in California. This research, conducted in partnership with local communities, elevates narratives that have been traditionally underrepresented and ensures that preservation reflects the full diversity of the states pastand future.
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