Civic Intelligence

Western Heritage of California

EIN 94-2808009 • 501(c)3 • Berkeley, CA

990-N Coverage

Profile

Education on california history

P O Box 5108 Elmwood StationBerkeley, CA 94705

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

$14,489

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$14,489

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$478

No earlier filing loaded for comparison.

Net Income

-$478

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2014: $14,489Liabilities 2014: $0Net Assets 2014: $14,4892014

Highlighted filing

2014

Assets$14,489
Liabilities$0
Net Assets$14,489
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500$0-$500Revenue 2014: $0Expenses 2014: $478Net Income 2014: -$4782014

Highlighted filing

2014

Revenue$0
Expenses$478
Net Income-$478
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,489
Liabilities
$0
Net assets
$14,489
Revenue
$0
Expenses
$478
Net income
-$478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.00$0.48$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Mission and Program Overview

Mission

Education on california history

Program Services

DescriptionGrantsExpenses
PRODUCTION AND DISTRIBUTION OF BOOKS, FILMS, AND PAMPHLETS ON CALIFORNIA HISTORY. MOST SALES ARE TO TAX EXEMPT ORGANIZATIONS.$478-
CALIFORNIA NATIVE PLANT SOCIETY FILM PREMIER.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J H ENGBECK JRPresident-$0--
SONDRA G REIDVice President-$0--
CHARLES WALLENBURGSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Western Heritage of California
EIN
94-2808009
Phone
5108410339
Address
P O BOX 5108 ELMWOOD STATION, BERKELEY, CA 94705

Signing Officer

Name
J H Engbeck Jr
Title
President
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
J Vitucci Financial Services Inc
Address
303 Arlington Ave Suite B3, Kensington, CA 94707
Preparer
Jerald Putman CPA
Phone
5105262220
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $133”

Other Expenses.1

“CA FILING FEE $50”

Other Assets.1010

“Inventories - Beginning $1445 Inventories - Ending $1445”

Raw XML Appendix120 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/PersonNm0JOE ENGBECK
IRS990EZ/BooksInCareOfDetail/PhoneNum05108410339
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 5108 ELMWOOD STATION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0295
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014967
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014489
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014967
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014967
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J H ENGBECK JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SONDRA G REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES WALLENBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01445
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01445
IRS990EZ/OtherExpensesTotalAmt0183
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ON CALIFORNIA HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRODUCTION AND DISTRIBUTION OF BOOKS, FILMS, AND PAMPHLETS ON CALIFORNIA HISTORY. MOST SALES ARE TO TAX EXEMPT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CALIFORNIA NATIVE PLANT SOCIETY FILM PREMIER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0478
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0478
IRS990EZ/TotalProgramServiceExpensesAmt0478
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CA FILING FEE $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Inventories - Beginning $1445 Inventories - Ending $1445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1010
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J H ENGBECK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN HERITAGE OF CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0942808009
ReturnHeader/Filer/PhoneNum05108410339
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 5108 ELMWOOD STATION
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Vitucci Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 Arlington Ave Suite B3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kensington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094707
ReturnHeader/PreparerPersonGrp/PhoneNum05105262220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERALD PUTMAN CPA
ReturnHeader/ReturnTs02015-11-10T09:49:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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