Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Historical Preservation Foundation of the Native Sons of Golden West
990EZ • Fiscal year 2023 • EIN 94-3357423
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
86th percentile
Faster revenue growth than 86% of similar nonprofits.
Balance Sheet
Assets
Up$284,446
Up $42,730 (+18%) from 2022
Net Assets
Up$284,446
Up $42,730 (+18%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$99,626
Up $41,990 (+73%) from 2022
Expenses
Down$56,896
Down $43,712 (-43%) from 2022
Net Income
Up$42,730
Up $85,702 (+199%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2022 to May 31, 2023
- Signed
- Sep 1, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $99,626
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.
The organization devotes 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
| Description | Grants | Expenses |
|---|---|---|
| Provided funding for the preservation, restoration, and maintenance of historical and cultural sites and buildings, including a church in a historic Gold Rush era Sierra foothills town, the Monrovia Historical Society building, Pebble Beach Hall in Pescadero, and Calistoga Cemetery fencing restoration. | $50,390 | $50,392 |
| Promoted and enabled knowledge and education of California historical sites and events by granting funds for California museums and historical sites, including a grant for the recognition of the JACL(Japanese American Citizens League) and the recognition of the Japanese American citizens being interned in camps and importantly the official apology by President Reagan. | $1,871 | $1,871 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jedidiah Watson | Secretary | - | $0 | - | - |
| Joe Castillo | Vice Chairman | - | $0 | - | - |
| Dan Ryan | Director | - | $0 | - | - |
| Lee Adams | Director | - | $0 | - | - |
| Doug Love | Treasurer | - | $0 | - | - |
| Robert Bruno | Director | - | $0 | - | - |
| Carl Von Bargen | Chairman | PT | $0 | - | - |
| Marsha Skelton | Director | - | $0 | - | - |
| Alfred Jones | Director | - | $0 | - | - |
| Dan Ryan | Director | - | $0 | - | - |
| Brice Walker | Director | - | $0 | - | - |
| Jerry Stinson | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Historical Preservation Foundation
- EIN
- 94-3357423
- Phone
- 5308282039
- Address
- PO Box 6315, Auburn, CA 95604
Signing Officer
- Name
- Carl Von Bargen
- Title
- Chairman
- Signed
- 2023-09-01
- 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 $5,000.17
“Class of Activity: Historical Preservation | Donee's Name: Pebble Beach Hall Association | Donee's Address: PO Box 219 Pescadero CA 94060 | Cash Amount Given: $30590”
Grants and Similar Amounts Paid In Excess of $5,000.25
“Class of Activity: Restoration | Donee's Name: Union Church of Dunnigan | Donee's Address: PO Box 174 Dunnigan CA 95937 | Cash Amount Given: $10000”
Grants and Similar Amounts Paid In Excess of $5,000.26
“Class of Activity: Restoration | Donee's Name: Monrovia Historical Society | Donee's Address: PO Box 1898 Monrovia CA 91017 | Cash Amount Given: $5200”
Other Expenses.1001
“Advertising and Promotion $2”
Other Expenses.1007
“Conferences, Conventions, and Meetings $1387”
Other Expenses.1012
“Insurance $1200”
Other Expenses.3
“Dues & Subscriptions $22”
Raw XML Appendix222 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2611 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The organization devotes 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 604 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Promoted and enabled knowledge and education of California historical sites and events by granting funds for California museums and historical sites, including a grant for the recognition of the JACL(Japanese American Citizens League) and the recognition of the Japanese American citizens being interned in camps and importantly the official apology by President Reagan. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Provided funding for the preservation, restoration, and maintenance of historical and cultural sites and buildings, including a church in a historic Gold Rush era Sierra foothills town, the Monrovia Historical Society building, Pebble Beach Hall in Pescadero, and Calistoga Cemetery fencing restoration. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 1871 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 50390 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 50392 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
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| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56896 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 52263 |
| IRS990EZ/TotalRevenueAmt | 0 | 99626 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 98653 |
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| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 973 |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 3354 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6397 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2884 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 10681 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 973 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 103 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 582 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1696 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 3354 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00660 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00520 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99340 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99480 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 505091 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 98653 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 57533 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 118808 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 205164 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 505091 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 119390 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 26629 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 205164 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 508445 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: Historical Preservation | Donee's Name: Pebble Beach Hall Association | Donee's Address: PO Box 219 Pescadero CA 94060 | Cash Amount Given: $30590 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Class of Activity: Restoration | Donee's Name: Union Church of Dunnigan | Donee's Address: PO Box 174 Dunnigan CA 95937 | Cash Amount Given: $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Class of Activity: Restoration | Donee's Name: Monrovia Historical Society | Donee's Address: PO Box 1898 Monrovia CA 91017 | Cash Amount Given: $5200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Advertising and Promotion $2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $1387 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $1200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Dues & Subscriptions $22 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.17 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.25 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Carl Von Bargen |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-09-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Historical Preservation Foundation |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | of The Native Sons of The Golden West |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HIST |
| ReturnHeader/Filer/EIN | 0 | 943357423 |
| ReturnHeader/Filer/PhoneNum | 0 | 5308282039 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 6315 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Auburn |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95604 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 815416570 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Suzanne H Peterson CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12911 Erin Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Auburn |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95603 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5308878707 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Suzanne Peterson |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-09-01T16:43:35-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Carl Von |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Bargen |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-05-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $284,446
- Liabilities
- -
- Net assets
- $284,446
- Revenue
- $99,626
- Expenses
- $56,896
- Net income
- $42,730