Civic Intelligence

Historical Preservation Foundation of the Native Sons of Golden West

990EZ • Fiscal year 2020 • EIN 94-3357423

Jun 01, 2019 to May 31, 2020 • Filed on Jul 30, 2020

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

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.44x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-121%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.1%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-87%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$281,042

Down $21,589 (-7.1%) from 2019

Net Assets

Down

$269,200

Down $33,431 (-11%) from 2019

Liabilities

Up

$11,842

Up $11,842 from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin7th percentile

Revenue

Down

$26,629

Down $178,535 (-87%) from 2019

Expenses

Down

$58,804

Down $5,871 (-9.1%) from 2019

Net Income

Down

-$32,175

Down $172,664 (-123%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2020

Assets$281,042
Liabilities$11,842
Net Assets$269,200
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

2020

Revenue$26,629
Expenses$58,804
Net Income-$32,175
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$26,629
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.

Program Services

DescriptionGrantsExpenses
Provided funding for the preservation, restoration, and maintenance of historical and cultural sites, buildings, and an air museum's historically significant helicopter.$48,258$47,100
Promoted and enabled knowledge of California historical sites and events through: educational and training scholarships, funding presentation of videos, publishing and printing books and activity booklets, providing historical doll making supplies, funding monuments, and placing informative plaques at historical sites.$8,475$6,900
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David AllenChairmanPT$0--
Joe CastilloVice Chairman-$0--
Erik KielholtzTreasurer-$0--
Lee AdamsSecretary-$0--
Doug LoveMember-$0--
Tony ColonneseMember-$0--
Carl Von BargenMember-$0--
Scott GoddardMember-$0--
Dwight DutschkeMember-$0--
James KIngGrand Pres-$0--
Ron BroccoGrand 2nd VP-$0--
Steve McLeanSec Grand Ttees-$0--
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
2020-07-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Friends of Rancho San Pedro | Donee's Address: 18127 S Alameda St RanchoDominguez CA 90220 | Cash Amount Given: $6000”

Grants and Similar Amounts Paid In Excess of $5,000.6

“| Donee's Name: Native Sons of the Golden West Hall Asso | Donee's Address: 414 Mason St. #504 San Francisco CA 94102 | Cash Amount Given: $11850”

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: Fiddletown Preservation Society | Donee's Address: P O Box 53 Fiddletown CA 95629 | Cash Amount Given: $7000”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: Kennedy Mine Foundation | Donee's Address: P O Box 684 Jackson CA 95642 | Cash Amount Given: $8750”

Other Expenses.1003

“Information Technology $1050”

Other Expenses.1007

“Conferences, Conventions, and Meetings $633”

Other Expenses.1012

“Insurance $840”

Other Expenses.1

“Doll Making Supplies $800”

Other Expenses.2

“Sponsorship $250”

Total Liabilities.1

“DeWitt Agency Funds - Beginning $0 DeWitt Agency Funds - Ending $10836”

Total Liabilities.2

“Herschel Young Park - Beginning $0 Herschel Young Park - Ending $1006”

Raw XML Appendix218 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Friends of Rancho San Pedro | Donee's Address: 18127 S Alameda St RanchoDominguez CA 90220 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Native Sons of the Golden West Hall Asso | Donee's Address: 414 Mason St. #504 San Francisco CA 94102 | Cash Amount Given: $11850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Fiddletown Preservation Society | Donee's Address: P O Box 53 Fiddletown CA 95629 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Kennedy Mine Foundation | Donee's Address: P O Box 684 Jackson CA 95642 | Cash Amount Given: $8750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Doll Making Supplies $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sponsorship $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DeWitt Agency Funds - Beginning $0 DeWitt Agency Funds - Ending $10836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Herschel Young Park - Beginning $0 Herschel Young Park - Ending $1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1003
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Historical Preservation Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of The Native Sons of The Golden West
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0943357423
ReturnHeader/Filer/PhoneNum05308782878
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 Mason St
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815416570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Suzanne H Peterson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012911 Erin Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Auburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095603
ReturnHeader/PreparerPersonGrp/PhoneNum05308878707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Peterson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-30T09:30:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,042
Liabilities
$11,842
Net assets
$269,200
Revenue
$26,629
Expenses
$58,804
Net income
-$32,175
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