Civic Intelligence

Historical Preservation Foundation of the Native Sons of Golden West

990 • Fiscal year 2019 • EIN 94-3357423

Jun 01, 2018 to May 31, 2019 • Filed on Oct 05, 2019

Organization ProfileN/A
414 Mason StSan Francisco, CA 94102

(530) 878-2878

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$302,631

No earlier filing loaded for comparison.

Net Assets

$302,631

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

$205,164

No earlier filing loaded for comparison.

Expenses

$64,675

No earlier filing loaded for comparison.

Net Income

$140,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2019: $302,631Liabilities 2019: $0Net Assets 2019: $302,6312019Assets 2020: $281,042Liabilities 2020: $11,842Net Assets 2020: $269,2002020Assets 2021: $289,188Liabilities 2021: $5,506Net Assets 2021: $283,6822021Assets 2022: $241,716Net Assets 2022: $241,7162022Assets 2023: $284,446Net Assets 2023: $284,4462023Assets 2024: $328,694Net Assets 2024: $328,6942024Assets 2025: $358,748Net Assets 2025: $358,7482025

Highlighted filing

2019

Assets$302,631
Liabilities$0
Net Assets$302,631
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2019: $205,164Expenses 2019: $64,675Net Income 2019: $140,4892019Revenue 2020: $26,629Expenses 2020: $58,804Net Income 2020: -$32,1752020Revenue 2021: $114,890Expenses 2021: $100,408Net Income 2021: $14,4822021Revenue 2022: $57,636Expenses 2022: $100,608Net Income 2022: -$42,9722022Revenue 2023: $99,626Expenses 2023: $56,896Net Income 2023: $42,7302023Revenue 2024: $80,091Expenses 2024: $35,843Net Income 2024: $44,2482024Revenue 2025: $67,670Expenses 2025: $37,616Net Income 2025: $30,0542025

Highlighted filing

2019

Revenue$205,164
Expenses$64,675
Net Income$140,489
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Oct 5, 2019
Return Version
2018v3.1
Gross Receipts
$205,164
Mission and Program Overview

Mission

The organization will devote its time to making California history accessible, informative, meaningful, and entertaining to the public through the preservation, sponsorship, and promotion of historical sites and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$162,142$302,631▲ $140,489
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$162,142$302,631▲ $140,489
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$100,000$180,209▲ $80,209
Unrestricted Net Assets$62,142$122,422▲ $60,280
Total Net Assets Fund Balance$162,142$302,631▲ $140,489
Total Liabilities and Net Assets / Fund Balance$162,142$302,631▲ $140,489
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
David AllenChairman
Joe CastilloVice Chairman
Ron BroccoGrand 2nd VP
James KIngGrand Pres
Carl Von BargenMember
Doug LoveMember
Dwight DutschkeMember
Scott GoddardMember
Tony ColonneseMember
Steve McLeanSec Grand Ttees
Lee AdamsSecretary
Erik KielholtzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,164
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$205,164
Change in Net Assets
$140,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,150
Other Expenses$20,525
Total Fundraising Expense$1,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,150--$42,150
Fees for Services Legal-$3,480-$3,480
Other Expenses$3,230--$3,230
Grants to Domestic Individuals$2,000--$2,000
Travel--$997$997
Insurance-$600-$600
Conferences and Meetings--$118$118
Total Functional Expenses$59,480$4,080$1,115$64,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
US China Railroad FriendshipSacramento, CA-Historical Memorial Monument$15,000
Mt Lowe Preservation SocietySan Gabriel, CA-Book Publishing-Transcontinental RR$10,000
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Chairman and Board member will review the 990 before it is signed and filed.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Historical Preservation Foundation
EIN
94-3357423
Phone
5308782878
Address
414 Mason St, San Francisco, CA 94102

Signing Officer

Name
David Allen
Title
Chairman
Signed
2019-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Allen
Formed
2000
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Suzanne H Peterson CPA
Address
12911 Erin Drive, Auburn, CA 95603
Preparer
Suzanne Peterson
Phone
5308878707
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The Foundation maintains two horse drawn buggies valued at $500 each and a 1948 Cadillac Hearse with an appraised value of $8,500 when received in 2004. Historical treasures are restored and maintained and, once restored, used for public exhibit, such as at the Placer County Museum.”

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0360421
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0360421
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0205164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045454
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030212
IRS990ScheduleA/Total509Grp/TotalAmt0360421
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030212
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0360421
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation maintains two horse drawn buggies valued at $500 each and a 1948 Cadillac Hearse with an appraised value of $8,500 when received in 2004. Historical treasures are restored and maintained and, once restored, used for public exhibit, such as at the Placer County Museum.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o
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IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Book Publishing-Transcontinental RR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Historical Memorial Monument
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Mt Lowe Preservation Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1US China Railroad Friendship
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 431
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14000 Truxel Rd Ste 3
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Gabriel
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sacramento
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091778
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195834
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chairman and Board member will review the 990 before it is signed and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0302631
IRS990/TotalAssetsGrp/BOYAmt0162142
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059480
IRS990/TotalFunctionalExpensesGrp/TotalAmt064675
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalVolunteersCnt012
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,631
Liabilities
$0
Net assets
$302,631
Revenue
$205,164
Expenses
$64,675
Net income
$140,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.59$3.59$0.68$0.38$0.30
2024Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.80$0.36$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.84$2.84$1.00$0.57$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.42$2.42$0.58$1.01$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.06$2.84$1.15$1.00$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.12$2.69$0.27$0.59$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$2.05$0.65$1.40