MISSION HILLS HERITAGE: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MISSION HILLS HERITAGE (EIN 20-1753499)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-26
- IRS object ID
- 202631179349200703
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-26T11:13:37-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201753499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSION HILLS HERITAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISS | BusinessNameControlTxt |
| Foreign Phone | 6194971193 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 Washington St Suite 2 No 221 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tobi de Frates | PersonNm |
| Person Title | Treasuere | PersonTitleTxt |
| Phone | 6194971193 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | missionhillsheritage. org | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $63,196 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,495 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $13,452 | MembershipDuesAmt |
| Investment Income | $375 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $45,874 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,226 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $40,648 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $57,970 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,634 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $949 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $12,685 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,152 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $3,755 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,804 | OtherExpensesTotalAmt |
| Total Expenses | $64,979 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,009 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $58,235 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$120 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $51,106 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,533 | BOYAmt |
| EOY | $48,952 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702 | BOYAmt |
| EOY | $2,274 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,235 | BOYAmt |
| EOY | $51,226 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $120 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,235 | BOYAmt |
| EOY | $51,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To preserve protect and promote the historic character architecture and cultural resources of the Mission Hills community through education advocacy and community engagement. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Research document prepare and submit National Nomination for Marine View Historical district; support funding of Place Economics Study on Historic Districts and Housing and local community funding. | $0 | $37,634 |
| Communications and publications of newsletters etc. for education and community engagement purposes | $0 | $5,422 |
| Home Tour and Lecture for education and community engagement purposes | $0 | $5,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,282 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Rob Jassoy | ||||
| President | 5 | $0 | $0 | $0 |
| Ken Perilli | ||||
| Vice President | 3 | $0 | $0 | $0 |
| Erin Persky | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Tobi de Frates | ||||
| Treasurer | 3 | $0 | $0 | $0 |
| Kirk Burgamy | ||||
| Voting Board Member | 0.5 | $0 | $0 | $0 |
| Lauren Carter | ||||
| Voting Board Member | 0.5 | $0 | $0 | $0 |
| Bob Gabhart | ||||
| Voting Board Member | 0.5 | $0 | $0 | $0 |
| Sharon Leider | ||||
| Voting Board Member | 3 | $0 | $0 | $0 |
| Jane Ligon | ||||
| Voting Board Member | 0.5 | $0 | $0 | $0 |
| Jennifer Machian | ||||
| Voting Board Member | 2 | $0 | $0 | $0 |
| Blake Persky | ||||
| Voting Board Member | 1 | $0 | $0 | $0 |
| Michael Rott | ||||
| Voting Board Member | 0.5 | $0 | $0 | $0 |
| Barry Hager | ||||
| Advisory Board Member | 2 | $0 | $0 | $0 |
| Ron May | ||||
| Advisory Board Member | 0.1 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tobi de Frates | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 Washington St Suite 2 No 221 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6197010032 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fall Home Tour | Event1Nm |
| Gross Receipts Event1 | $45,874 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,874 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,226 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Event2 | $0 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $45,874 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,874 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,226 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,226 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $40,648 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 10 - Cash | | Description:, Amount:, Grantee Type:, Grantee Name:, Grantee Address:, Activity Type:, Class of Activity Description:, RelationShipDescription:|Funding of Place Economic Study, $10000, Organization, Save Our Heritage Organization, 3525 Seventh Avenue San Diego CA 92103, Other, Funding of Place Economic Study, - | Historic District Project, $25134, Organization, Environmental Science Associates, 575 Market Street Suite 3700 San Francisco CA 94105, Other, Marine View Historic District, - | -, $2500, -, -, -, -, -, - | |
| Part I, line 16 | | Other Expenses:, Amount:| General Liability and Directors & Officers Insurance, $3435| SW and Website, $2149| Supplies and Other Misc Expenses, $1220| |
| Part I, line 20 | | Explanation:, Amount:| Accrual under AP, $-120| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| Pledge Receivable, $350, $1070| Undeposited Funds, $1352, $1204| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $0, $120| |