640 HERITAGE PRESERVATION FOUNDATION
Cite this
Plain text 640 HERITAGE PRESERVATION FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/200608904. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). 640 HERITAGE PRESERVATION FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/200608904
MLA “640 HERITAGE PRESERVATION FOUNDATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/200608904. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $6K · expenses $30K · assets $824K
- EIN
- 20-0608904
- Address
- 640 SUTTER ST, SAN FRANCISCO, CA 94102-1018
- Website
- www.640hpf.org
- NTEE code
- A80
- Subsection
- 501(c)(3)
- Ruling year
- 2004
- Cross-check
- ProPublica Nonprofit Explorer
Mission
The mission of the 640 Heritage Preservation Foundation is to preserve and celebrate the history, architecture and heritage of women's athletic clubs in San Francisco, with particular reference to the Women's Athletic Club of San Francisco, now known as the Metropolitan Club, through research, public education and funding activities.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Michelle Mitchell (former) | Secretary | 2019 | $92,109 | $92,109 | 1 |
Officers and directors, no compensation reported
23 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Carol Ann Rogers | President | 2014-2024 | 2 | $0 reported | 2 |
| Helen Tyree | Vice President | 2019-2024 | 2 | $0 reported | 1 |
| Crista Lucey | Treasurer | 2019-2024 | 2 | $0 reported | 1 |
| Barbara Kimport | Secretary | 2015-2024 | 2 | $0 reported | 1 |
| Marie Berggren | Director | 2017-2024 | 2 | $0 reported | 1 |
| Peggy Mitchell | Director | 2014-2024 | 2 | $0 reported | 1 |
| Jo-Ann Rose | Director | 2014-2024 | 2 | $0 reported | 1 |
| Helene Ettelson (former) | Director | 2016-2022 | 2 | $0 reported | 1 |
| Gertrude B Platt (former) | Director | 2016-2022 | 2 | $0 reported | 1 |
| Mary Brant (former) | Vice President | 2016-2020 | 3 | $0 reported | 2 |
| Maria Hilakos Hanke (former) | Director | 2016-2020 | 2 | $0 reported | 1 |
| Margaret Mitchell (former) | Director | 2019-2020 | 2 | $0 reported | 1 |
| Donna Matcovich (former) | Director | 2018 | 3 | $0 reported | 1 |
| Misty Tyree (former) | Director | 2015-2018 | 3 | $0 reported | 2 |
| Patricia Calfee Picache (former) | Director | 2016 | 0 | $0 reported | 1 |
| Karen Rose (former) | Director | 2014-2016 | 3 | $0 reported | 1 |
| Mary Brandt (former) | Vice President | 2015 | 3 | $0 reported | 1 |
| Denise Decker (former) | Director | 2014-2015 | 1 | $0 reported | 1 |
| Helen Ettelson (former) | Director | 2014-2015 | 1 | $0 reported | 1 |
| Gertude Platt (former) | Director | 2015 | 2 | $0 reported | 1 |
| Margaret Handelman (former) | Director | 2014-2015 | 0 | $0 reported | 1 |
| Molly Brant (former) | Director | 2014 | 2 | $0 reported | 1 |
| Gee Gee Platt (former) | Director | 2014 | 2 | $0 reported | 1 |
People by year
2024 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carol Ann Rogers | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Helen Tyree | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 7 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carol Ann Rogers | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Helen Tyree | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carol Ann Rogers | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Helen Tyree | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Gertrude B Platt | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jo-Ann Rose | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Helen Tyree | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Gertrude B Platt | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 11 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Barbara Kimport | Co-Pres./Sec. | 4 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Co-President | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Brant | Vice President | 3 | $0 | $0 | $0 | $0 | 2 |
| Helen Tyree | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Treasurer | 3 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Maria Hilakos Hanke | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Margaret Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Gertrude B Platt | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 12 people listed · 1 paid, $92K · 1 employee · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michelle Mitchell | Secretary | 40 | $82,753 | $0 | $9,356 | $92,109 | 1 |
| Barbara Kimport | Co-President | 4 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Co-President | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Brant | Vice President | 3 | $0 | $0 | $0 | $0 | 2 |
| Marie Berggren | Treasurer | 3 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Maria Hilakos Hanke | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Crista Lucey | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Margaret Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Gertrude B Platt | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Helen Tyree | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 11 people listed · none paid · 1 employee · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Barbara Kimport | President | 8 | $0 | $0 | $0 | $0 | 1 |
| Mary E Brant | Vice President | 3 | $0 | $0 | $0 | $0 | 2 |
| Marie Berggren | Treasurer | 8 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Secretary | 8 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Maria Hilakos Hanke | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Donna Matcovich | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Gertrude Platt | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 3 | $0 | $0 | $0 | $0 | 2 |
| Misty Tyree | Director | 3 | $0 | $0 | $0 | $0 | 2 |
2017 · 10 people listed · none paid · 1 employee · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Misty Tyree | President | 8 | $0 | $0 | $0 | $0 | 2 |
| Barbara Kimport | President | 8 | $0 | $0 | $0 | $0 | 1 |
| Mary E Brant | Vice-President | 3 | $0 | $0 | $0 | $0 | 2 |
| Gertrude B Platt | Treasurer | 8 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Secretary | 8 | $0 | $0 | $0 | $0 | 1 |
| Marie Berggren | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Maria Hilakos Hanke | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 4 | $0 | $0 | $0 | $0 | 2 |
2016 · 11 people listed · none paid · 0 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Misty Tyree | President | 20 | $0 | $0 | $0 | $0 | 2 |
| Mary Brant | Vice President | 3 | $0 | $0 | $0 | $0 | 2 |
| Gertrude Platt | Treasurer | 6 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Secretary | 8 | $0 | $0 | $0 | $0 | 1 |
| Helene Ettelson | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Maria Hilakos Hanke | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Director | 4 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 4 | $0 | $0 | $0 | $0 | 1 |
| Patricia Calfee Picache | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Karen Rose | Director | 3 | $0 | $0 | $0 | $0 | 1 |
2015 · 11 people listed · none paid · 0 employees · 42 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Brandt | Vice President | 3 | $0 | $0 | $0 | $0 | 1 |
| Denise Decker | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Peggy Mitchell | Director | 4 | $0 | $0 | $0 | $0 | 1 |
| Helen Ettelson | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Gertude Platt | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jo-Ann Rose | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Carol Ann Rogers | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Margaret Handelman | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Rose | Sec & Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| Barbara Kimport | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Misty Tyree | President | 20 | $0 | $0 | $0 | $0 | 2 |
2014 · 9 people listed · none paid · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MOLLY BRANT | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| DENISE DECKER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| PEGGY MITCHELL | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| HELEN ETTELSON | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| GEE GEE PLATT | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| JO-ANN ROSE | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL ANN ROGERS | CO-PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| MARGARET HANDELMAN | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| KAREN ROSE | CO-PRES,SEC,TRE | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2015 · 1 contractor · $100K
| Name | Location | Service | Paid |
|---|---|---|---|
| Event Management Inc | San Francisco, CA | Event Management | $100,287 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2015 · 1 grant to organizations · $308K
2014 · 1 grant to organizations · $715K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,799 | $29,866 | $823,536 | $823,246 | $4,000 | $0 | $0 | 0 | 7 |
| 2023 · Form 990 | ||||||||
| $26,656 | $35,737 | $848,296 | $847,313 | $25,000 | $0 | $0 | 0 | 9 |
| 2022 · Form 990 | ||||||||
| $14,188 | $28,334 | $856,862 | $856,394 | $14,030 | $0 | $0 | 0 | 9 |
| 2021 · Form 990 | ||||||||
| $56,298 | $28,805 | $870,903 | $870,540 | $56,108 | $0 | $0 | 0 | 9 |
| 2020 · Form 990 | ||||||||
| $63,422 | $56,955 | $844,617 | $843,047 | $63,163 | $0 | $0 | 0 | 11 |
| 2019 · Form 990 | ||||||||
| $411,992 | $174,275 | $837,525 | $836,580 | $411,664 | $0 | $90,356 | 1 | 11 |
| 2018 · Form 990 | ||||||||
| $128,141 | $158,166 | $609,929 | $598,863 | $127,803 | $0 | $0 | 1 | 20 |
| 2017 · Form 990 | ||||||||
| $269,604 | $152,796 | $631,348 | $628,888 | $269,442 | $0 | $0 | 1 | 16 |
| 2016 · Form 990 | ||||||||
| $315,236 | $145,564 | $538,470 | $512,080 | $317,750 | $0 | $0 | 0 | 16 |
| 2015 · Form 990 | ||||||||
| $361,547 | $446,990 | $367,600 | $344,073 | $359,994 | $0 | $0 | 0 | 42 |
| 2014 · Form 990 | ||||||||
| $995,204 | $900,725 | $459,562 | $429,516 | $780,152 | $0 | $0 | 0 | 50 |
Funders of this organization
9 grantors reported grants to this organization, $771,474 in all, tax years 2009 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| METROPOLITAN CLUB | Public charity | Exact | 2009-2015 | 7 | $671,657 | 2015 | $112,882 | show |
| BLAND FAMILY FOUNDATION | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” | 2019-2020 | 2 | $85,000 | 2020 | $45,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016 | 1 | $5,500 | 2016 | $5,500 | show |
| SAN FRANCISCO FOUNDATION | DAF sponsor | Exact | 2010 | 1 | $5,000 | 2010 | $5,000 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATI”, “640 HERITAGE PRESERVATION FOUNDATIO” | 2017-2018 | 2 | $2,000 | 2018 | $500 | show |
| JASON FAMILY FOUNDATION | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” | 2011 | 1 | $1,500 | 2011 | $1,500 | show |
| WENDER WEIS FOUNDATION FOR CHILDREN | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” | 2013 | 1 | $500 | 2013 | $500 | show |
| FONTANA FOUNDATION | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” | 2013 | 1 | $165 | 2013 | $165 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” | 2020-2023 | 4 | $152 | 2023 | $42 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PLEASANTON HERITAGE ASSOCIATION | CA | A80 | $5,000 | $0 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| PASATIEMPO HISTORICAL FOUNDATION | CA | A80 | $7,330 | $276,132 | Board Member | $0 | Same NTEE code A80, revenue within 2x, same state |
| OLD TOWN AUBURN PRESERVATION SOCIETY | CA | A80 | $4,999 | $11,215 | Docent Coordin | $0 | Same NTEE code A80, revenue within 2x, same state |
| MARE ISLAND HERITAGE TRUST | CA | A80 | $8,050 | $17,754 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| LAKE NORCONIAN CLUB FOUNDATION | CA | A80 | $7,882 | $21,286 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| BLINN HOUSE FOUNDATION | CA | A80 | $10,194 | $6,072 | Vice President | $0 | Same NTEE code A80, revenue within 2x, same state |
| HERITAGE FRESNO | CA | A80 | $9,262 | $10,302 | Treasurer | $0 | Same NTEE code A80, revenue within 2x, same state |
| ESTANISLAO 58 HISTORICAL FOUNDATION | CA | A80 | $4,894 | $940 | Director | $0 | Same NTEE code A80, revenue within 2x, same state |
| HEROES HALL VETERANS FOUNDATION | CA | A80 | $3,618 | $26,512 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| SAN GORGONIO PASS HISTORICAL SOCIETY | CA | A80 | $2,977 | $1,299 | VICE PRESIDE | $0 | Same NTEE code A80, revenue within 2x, same state |
| 86TH BLACKHAWK DIVISION MEMORIAL FOUNDATION INC | CA | A80 | $2,969 | $4,316 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| WORLD WAR II EXPERIENCE A NON PROFIT EDUCATIONAL ORGANIZATION | CA | A80 | $11,127 | $10,995 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| SPIRIT OF CORCORAN MUSEUM | CA | A80 | $3,574 | $990 | Chairman | $0 | Same NTEE code A80, revenue within 2x, same state |
| SMARTSVILLE CHURCH RESTORATION FUND INC | CA | A80 | $9,267 | $31,010 | President & CEO | $0 | Same NTEE code A80, revenue within 2x, same state |
| SOUTHERN CALIFORNIA SOCIETY FOR THE HISTORY OF MEDICINE | CA | A80 | $4,356 | $18,327 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| KENTFIELD-GREENBRAE HISTORICAL SOCIETY | CA | A80 | $4,295 | $5,321 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| MODEL T FORD CLUB OF SAN DIEGO | CA | A80 | $3,605 | $2,780 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| 1ST LIGHT ARMORED RECONNAISSANCE BATTALLION ASSOCIATION | CA | A80 | $5,029 | $13,185 | Chairman | $0 | Same NTEE code A80, revenue within 2x, same state |
| EL SERENO HISTORICAL SOCIETY | CA | A80 | $5,261 | $7,675 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| PENA ADOBE HISTORICAL SOCIETY | CA | A80 | $3,599 | $3,314 | President/Treasurer | $0 | Same NTEE code A80, revenue within 2x, same state |
| FOUNDATION FOR PERSIAN ARCHEOLOGICA L STUDIES | CA | A80 | $6,341 | $5,155 | CEO | $1,200 | Same NTEE code A80, revenue within 2x, same state |
| ISLETON MUSEUM | CA | A80 | $6,375 | $40,401 | BOARD MEMBER | $0 | Same NTEE code A80, revenue within 2x, same state |
| TEMECULA VALLEY GENEALOGICAL SOCIETY | CA | A80 | $3,174 | $3,622 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| NISEI WAR MEMORIAL COMMUNITY CENTER INC | CA | A80 | $8,753 | $16,428 | SECRETARY | $0 | Same NTEE code A80, revenue within 2x, same state |
| LA HABRA OLD SETTLERS HISTORICAL SOCIETY | CA | A80 | $4,000 | $264,860 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $29,866 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Academic research and writing | $12,000 | $12,000 | - | - | 40.2% |
| Occupancy | $6,000 | - | $6,000 | - | 20.1% | |
| Fees: other services | $4,307 | - | $4,307 | - | 14.4% | |
| Insurance | $2,554 | - | $2,554 | - | 8.6% | |
| Fees: accounting | $2,506 | - | $2,506 | - | 8.4% | |
| Information technology | $2,004 | - | $2,004 | - | 6.7% | |
| Office expenses | $295 | - | $295 | - | 1.0% | |
| Other (as described) | Miscellaneous | $200 | $200 | - | - | 0.7% |
| Total | $29,866 | 100% |
2023 · Form 990 · $35,737 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Academic research and writing | $22,000 | $22,000 | - | - | 61.6% |
| Occupancy | $5,100 | - | $5,100 | - | 14.3% | |
| Fees: accounting | $2,947 | - | $2,947 | - | 8.2% | |
| Information technology | $2,880 | - | $2,880 | - | 8.1% | |
| Insurance | $2,502 | - | $2,502 | - | 7.0% | |
| Office expenses | $308 | - | $308 | - | 0.9% | |
| Total | $35,737 | 100% |
2022 · Form 990 · $28,334 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Academic research and writing | $12,000 | $12,000 | - | - | 42.4% |
| Occupancy | $4,800 | - | $4,800 | - | 16.9% | |
| Fees: legal | $3,229 | - | $3,229 | - | 11.4% | |
| Fees: accounting | $3,068 | - | $3,068 | - | 10.8% | |
| Information technology | $2,660 | - | $2,660 | - | 9.4% | |
| Insurance | $2,497 | - | $2,497 | - | 8.8% | |
| Other (as described) | Registration | $70 | - | $70 | - | 0.2% |
| Office expenses | $10 | - | $10 | - | 0.0% | |
| Total | $28,334 | 100% |
2021 · Form 990 · $28,805 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $16,000 | $16,000 | - | - | 55.5% | |
| Occupancy | $4,800 | - | $4,800 | - | 16.7% | |
| Fees: accounting | $3,049 | - | $3,049 | - | 10.6% | |
| Insurance | $2,482 | - | $2,482 | - | 8.6% | |
| Information technology | $2,425 | - | $2,425 | - | 8.4% | |
| Office expenses | $49 | - | $49 | - | 0.2% | |
| Total | $28,805 | 100% |
2020 · Form 990 · $56,955 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $42,054 | $42,054 | - | - | 73.8% | |
| Occupancy | $4,800 | - | $4,800 | - | 8.4% | |
| Fees: accounting | $3,921 | - | $3,921 | - | 6.9% | |
| Information technology | $3,476 | $540 | $2,936 | - | 6.1% | |
| Insurance | $2,213 | - | $2,213 | - | 3.9% | |
| Office expenses | $491 | - | $92 | $399 | 0.9% | |
| Total | $56,955 | 100% |
2019 · Form 990 · $174,275 spent · pay $97,057 · grants $0 · events $12,355
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $90,356 | $60,538 | $20,782 | $9,036 | 51.8% | |
| Fees: legal | $27,371 | - | $27,371 | - | 15.7% | |
| Fees: other services | $16,543 | $16,543 | - | - | 9.5% | |
| Conferences, conventions and meetings | $12,355 | $12,355 | - | - | 7.1% | |
| Payroll taxes | $6,701 | $4,490 | $1,541 | $670 | 3.8% | |
| Fees: accounting | $6,484 | - | $6,484 | - | 3.7% | |
| Office expenses | $5,160 | $3,457 | $1,187 | $516 | 3.0% | |
| Occupancy | $3,645 | $2,442 | $838 | $365 | 2.1% | |
| Insurance | $2,213 | $1,106 | $1,107 | - | 1.3% | |
| Advertising and promotion | $2,006 | - | - | $2,006 | 1.2% | |
| Information technology | $1,441 | - | $1,441 | - | 0.8% | |
| Total | $174,275 | 100% |
2018 · Form 990 · $158,166 spent · pay $94,848 · grants $0 · events $4,167
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $81,256 | $32,502 | $24,377 | $24,377 | 51.4% | |
| Advertising and promotion | $17,126 | $6,129 | - | $10,997 | 10.8% | |
| Fees: legal | $14,335 | - | $14,335 | - | 9.1% | |
| Fees: accounting | $7,925 | - | $7,925 | - | 5.0% | |
| Other employee benefits | $7,158 | $2,864 | $2,147 | $2,147 | 4.5% | |
| Payroll taxes | $6,434 | $2,574 | $1,930 | $1,930 | 4.1% | |
| Fees: other services | $6,167 | $6,167 | - | - | 3.9% | |
| Information technology | $4,526 | $1,810 | $1,358 | $1,358 | 2.9% | |
| Conferences, conventions and meetings | $4,167 | $4,167 | - | - | 2.6% | |
| Occupancy | $3,360 | $1,344 | $1,008 | $1,008 | 2.1% | |
| Office expenses | $3,169 | $1,267 | $951 | $951 | 2.0% | |
| Insurance | $2,450 | $980 | $735 | $735 | 1.5% | |
| Other (as described) | Miscellaneous | $93 | - | $93 | - | 0.1% |
| Total | $158,166 | 100% |
2017 · Form 990 · $152,796 spent · pay $52,667 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $59,159 | $36,360 | $11,399 | $11,400 | 38.7% | |
| Other salaries and wages | $43,432 | $17,373 | $13,030 | $13,029 | 28.4% | |
| Fees: accounting | $11,942 | - | $11,942 | - | 7.8% | |
| Travel | $6,880 | $1,759 | - | $5,121 | 4.5% | |
| Office expenses | $5,738 | $1,140 | $1,084 | $3,514 | 3.8% | |
| Other (as described) | Miscellaneous | $5,719 | $2,507 | $1,606 | $1,606 | 3.7% |
| Other employee benefits | $5,667 | $2,267 | $1,700 | $1,700 | 3.7% | |
| Information technology | $3,731 | $1,493 | $1,119 | $1,119 | 2.4% | |
| Payroll taxes | $3,568 | $1,427 | $1,071 | $1,070 | 2.3% | |
| Advertising and promotion | $3,403 | $3,284 | - | $119 | 2.2% | |
| Insurance | $2,862 | - | $2,862 | - | 1.9% | |
| Occupancy | $600 | $240 | $180 | $180 | 0.4% | |
| Fees: legal | $95 | - | $95 | - | 0.1% | |
| Total | $152,796 | 100% |
2016 · Form 990 · $145,564 spent · pay $0 · grants $0 · events $13,699
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $91,426 | $48,205 | $14,407 | $28,814 | 62.8% | |
| Fees: accounting | $10,861 | - | $10,861 | - | 7.5% | |
| Other (as described) | Historic Perservation | $8,832 | $8,832 | - | - | 6.1% |
| Other (as described) | Miscellaneous | $7,711 | $3,298 | $1,882 | $2,531 | 5.3% |
| Fees: legal | $6,684 | - | $6,684 | - | 4.6% | |
| Office expenses | $6,268 | $1,580 | $1,580 | $3,108 | 4.3% | |
| Conferences, conventions and meetings | $5,749 | $5,749 | - | - | 3.9% | |
| Advertising and promotion | $4,456 | $2,439 | - | $2,017 | 3.1% | |
| Insurance | $2,862 | - | $2,862 | - | 2.0% | |
| Information technology | $715 | - | $715 | - | 0.5% | |
| Fundraising events Event | direct expenses; gross income $5,400 | $7,950 | reported apart | |||
| Total | $145,564 | 100% |
2015 · Form 990 · $446,990 spent · pay $0 · grants $308,000 · events $199,983
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $308,000 | $308,000 | - | - | 68.9% | |
| Other (as described) | Shared Program Services | $89,629 | $89,629 | - | - | 20.1% |
| Other (as described) | Other Program Expenses | $10,752 | $10,752 | - | - | 2.4% |
| Other (as described) | Bookkeeping | $8,575 | - | $8,575 | - | 1.9% |
| Fees: accounting | $7,094 | - | $7,094 | - | 1.6% | |
| Other (as described) | Quarterly Bulletin Costs | $5,980 | - | $5,980 | - | 1.3% |
| Conferences, conventions and meetings | $4,663 | $4,663 | - | - | 1.0% | |
| All other expenses | $4,194 | - | $2,498 | $1,696 | 0.9% | |
| Insurance | $2,865 | - | $2,865 | - | 0.6% | |
| Fees: other services | $2,791 | - | $2,791 | - | 0.6% | |
| Office expenses | $1,798 | - | $1,798 | - | 0.4% | |
| Information technology | $649 | - | $649 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $195,320 | $195,320 | reported apart | |||
| Total | $446,990 | 100% |
2014 · Form 990 · $900,725 spent · pay $0 · grants $715,000 · events $92,297
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $715,000 | $715,000 | - | - | 79.4% | |
| Other (as described) Event | SPECIAL EVENTS | $92,297 | $92,297 | - | - | 10.2% |
| Fees: other services | $65,120 | - | $9,514 | $55,606 | 7.2% | |
| Fees: accounting | $15,231 | - | $15,231 | - | 1.7% | |
| Other (as described) | Printing and Publications | $5,092 | - | $4,756 | $336 | 0.6% |
| Other (as described) | COMPUTER/INTERNET CHARGES | $3,808 | - | $3,808 | - | 0.4% |
| Insurance | $2,453 | - | $2,453 | - | 0.3% | |
| All other expenses | $964 | - | $964 | - | 0.1% | |
| Other (as described) | Postage and Shipping | $760 | - | $24 | $736 | 0.1% |
| Fundraising events Event | direct expenses; gross income $214,915 | - | reported apart | |||
| Total | $900,725 | 100% |