STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Michelle Mitchell (former) Secretary2019 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carol Ann Rogers President2014-2024 2 $0 reported 2
Helen Tyree Vice President2019-2024 2 $0 reported 1
Crista Lucey Treasurer2019-2024 2 $0 reported 1
Barbara Kimport Secretary2015-2024 2 $0 reported 1
Marie Berggren Director2017-2024 2 $0 reported 1
Peggy Mitchell Director2014-2024 2 $0 reported 1
Jo-Ann Rose Director2014-2024 2 $0 reported 1
Helene Ettelson (former) Director2016-2022 2 $0 reported 1
Gertrude B Platt (former) Director2016-2022 2 $0 reported 1
Mary Brant (former) Vice President2016-2020 3 $0 reported 2
Maria Hilakos Hanke (former) Director2016-2020 2 $0 reported 1
Margaret Mitchell (former) Director2019-2020 2 $0 reported 1
Donna Matcovich (former) Director2018 3 $0 reported 1
Misty Tyree (former) Director2015-2018 3 $0 reported 2
Patricia Calfee Picache (former) Director2016 0 $0 reported 1
Karen Rose (former) Director2014-2016 3 $0 reported 1
Mary Brandt (former) Vice President2015 3 $0 reported 1
Denise Decker (former) Director2014-2015 1 $0 reported 1
Helen Ettelson (former) Director2014-2015 1 $0 reported 1
Gertude Platt (former) Director2015 2 $0 reported 1
Margaret Handelman (former) Director2014-2015 0 $0 reported 1
Molly Brant (former) Director2014 2 $0 reported 1
Gee Gee Platt (former) Director2014 2 $0 reported 1

People by year

2024 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Ann Rogers President2 $0$0$0 $02
Helen Tyree Vice President2 $0$0$0 $01
Crista Lucey Treasurer2 $0$0$0 $01
Barbara Kimport Secretary2 $0$0$0 $01
Marie Berggren Director2 $0$0$0 $01
Peggy Mitchell Director2 $0$0$0 $01
Jo-Ann Rose Director2 $0$0$0 $01
2023 · 7 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Ann Rogers President2 $0$0$0 $02
Helen Tyree Vice President2 $0$0$0 $01
Crista Lucey Treasurer2 $0$0$0 $01
Barbara Kimport Secretary2 $0$0$0 $01
Marie Berggren Director2 $0$0$0 $01
Peggy Mitchell Director2 $0$0$0 $01
Jo-Ann Rose Director2 $0$0$0 $01
2022 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Ann Rogers President2 $0$0$0 $02
Helen Tyree Vice President2 $0$0$0 $01
Crista Lucey Treasurer2 $0$0$0 $01
Barbara Kimport Secretary2 $0$0$0 $01
Marie Berggren Director2 $0$0$0 $01
Helene Ettelson Director2 $0$0$0 $01
Peggy Mitchell Director2 $0$0$0 $01
Jo-Ann Rose Director2 $0$0$0 $01
Gertrude B Platt Director2 $0$0$0 $01
2021 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jo-Ann Rose President2 $0$0$0 $01
Helen Tyree Vice President2 $0$0$0 $01
Crista Lucey Treasurer2 $0$0$0 $01
Barbara Kimport Secretary2 $0$0$0 $01
Marie Berggren Director2 $0$0$0 $01
Helene Ettelson Director2 $0$0$0 $01
Peggy Mitchell Director2 $0$0$0 $01
Carol Ann Rogers Director2 $0$0$0 $02
Gertrude B Platt Director2 $0$0$0 $01
2020 · 11 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barbara Kimport Co-Pres./Sec.4 $0$0$0 $01
Jo-Ann Rose Co-President4 $0$0$0 $01
Mary Brant Vice President3 $0$0$0 $02
Helen Tyree Vice President2 $0$0$0 $01
Crista Lucey Treasurer3 $0$0$0 $01
Marie Berggren Director3 $0$0$0 $01
Helene Ettelson Director2 $0$0$0 $01
Maria Hilakos Hanke Director2 $0$0$0 $01
Margaret Mitchell Director2 $0$0$0 $01
Gertrude B Platt Director2 $0$0$0 $01
Carol Ann Rogers Director2 $0$0$0 $02
2019 · 12 people listed · 1 paid, $92K · 1 employee · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michelle Mitchell Secretary40 $82,753$0$9,356 $92,1091
Barbara Kimport Co-President4 $0$0$0 $01
Jo-Ann Rose Co-President4 $0$0$0 $01
Mary Brant Vice President3 $0$0$0 $02
Marie Berggren Treasurer3 $0$0$0 $01
Helene Ettelson Director2 $0$0$0 $01
Maria Hilakos Hanke Director2 $0$0$0 $01
Crista Lucey Director2 $0$0$0 $01
Margaret Mitchell Director2 $0$0$0 $01
Gertrude B Platt Director2 $0$0$0 $01
Carol Ann Rogers Director2 $0$0$0 $02
Helen Tyree Director2 $0$0$0 $01
2018 · 11 people listed · none paid · 1 employee · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barbara Kimport President8 $0$0$0 $01
Mary E Brant Vice President3 $0$0$0 $02
Marie Berggren Treasurer8 $0$0$0 $01
Jo-Ann Rose Secretary8 $0$0$0 $01
Helene Ettelson Director3 $0$0$0 $01
Maria Hilakos Hanke Director3 $0$0$0 $01
Donna Matcovich Director3 $0$0$0 $01
Peggy Mitchell Director3 $0$0$0 $01
Gertrude Platt Director3 $0$0$0 $01
Carol Ann Rogers Director3 $0$0$0 $02
Misty Tyree Director3 $0$0$0 $02
2017 · 10 people listed · none paid · 1 employee · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Misty Tyree President8 $0$0$0 $02
Barbara Kimport President8 $0$0$0 $01
Mary E Brant Vice-President3 $0$0$0 $02
Gertrude B Platt Treasurer8 $0$0$0 $01
Jo-Ann Rose Secretary8 $0$0$0 $01
Marie Berggren Director3 $0$0$0 $01
Helene Ettelson Director3 $0$0$0 $01
Maria Hilakos Hanke Director3 $0$0$0 $01
Peggy Mitchell Director3 $0$0$0 $01
Carol Ann Rogers Director4 $0$0$0 $02
2016 · 11 people listed · none paid · 0 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Misty Tyree President20 $0$0$0 $02
Mary Brant Vice President3 $0$0$0 $02
Gertrude Platt Treasurer6 $0$0$0 $01
Jo-Ann Rose Secretary8 $0$0$0 $01
Helene Ettelson Director1 $0$0$0 $01
Maria Hilakos Hanke Director1 $0$0$0 $01
Barbara Kimport Director4 $0$0$0 $01
Peggy Mitchell Director4 $0$0$0 $01
Patricia Calfee Picache Director0 $0$0$0 $01
Carol Ann Rogers Director4 $0$0$0 $02
Karen Rose Director3 $0$0$0 $01
2015 · 11 people listed · none paid · 0 employees · 42 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mary Brandt Vice President3 $0$0$0 $01
Denise Decker Director1 $0$0$0 $01
Peggy Mitchell Director4 $0$0$0 $01
Helen Ettelson Director1 $0$0$0 $01
Gertude Platt Director2 $0$0$0 $01
Jo-Ann Rose Director1 $0$0$0 $01
Carol Ann Rogers Director4 $0$0$0 $02
Margaret Handelman Director0 $0$0$0 $01
Karen Rose Sec & Treasurer4 $0$0$0 $01
Barbara Kimport Director1 $0$0$0 $01
Misty Tyree President20 $0$0$0 $02
2014 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MOLLY BRANT Director2 $0$0$0 $01
DENISE DECKER Director2 $0$0$0 $01
PEGGY MITCHELL Director2 $0$0$0 $01
HELEN ETTELSON Director2 $0$0$0 $01
GEE GEE PLATT Director2 $0$0$0 $01
JO-ANN ROSE Director2 $0$0$0 $01
CAROL ANN ROGERS CO-PRESIDENT2 $0$0$0 $02
MARGARET HANDELMAN Vice President2 $0$0$0 $01
KAREN ROSE CO-PRES,SEC,TRE2 $0$0$0 $01

Highest-paid independent contractors

2015 · 1 contractor · $100K
NameLocationServicePaid
Event Management IncSan Francisco, CAEvent 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$5,799$29,866 $823,536$823,246 $4,000$0 $007
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$26,656$35,737 $848,296$847,313 $25,000$0 $009
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$14,188$28,334 $856,862$856,394 $14,030$0 $009
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$56,298$28,805 $870,903$870,540 $56,108$0 $009
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$63,422$56,955 $844,617$843,047 $63,163$0 $0011
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$411,992$174,275 $837,525$836,580 $411,664$0 $90,356111
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$128,141$158,166 $609,929$598,863 $127,803$0 $0120
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$269,604$152,796 $631,348$628,888 $269,442$0 $0116
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$315,236$145,564 $538,470$512,080 $317,750$0 $0016
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$361,547$446,990 $367,600$344,073 $359,994$0 $0042
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$995,204$900,725 $459,562$429,516 $780,152$0 $0050

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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
METROPOLITAN CLUB Public charity Exact 2009-2015 7$671,657 2015$112,882
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BLAND FAMILY FOUNDATION Private foundation Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” 2019-2020 2$85,000 2020$45,000
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FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016 1$5,500 2016$5,500
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SAN FRANCISCO FOUNDATION DAF sponsor Exact 2010 1$5,000 2010$5,000
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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
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JASON FAMILY FOUNDATION Private foundation Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” 2011 1$1,500 2011$1,500
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WENDER WEIS FOUNDATION FOR CHILDREN Private foundation Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” 2013 1$500 2013$500
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FONTANA FOUNDATION Private foundation Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” 2013 1$165 2013$165
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AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “640 HERITAGE PRESERVATION FOUNDATION” 2020-2023 4$152 2023$42
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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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PLEASANTON HERITAGE ASSOCIATIONCAA80 $5,000$0 President$0 Same NTEE code A80, revenue within 2x, same state
PASATIEMPO HISTORICAL FOUNDATIONCAA80 $7,330$276,132 Board Member$0 Same NTEE code A80, revenue within 2x, same state
OLD TOWN AUBURN PRESERVATION SOCIETYCAA80 $4,999$11,215 Docent Coordin$0 Same NTEE code A80, revenue within 2x, same state
MARE ISLAND HERITAGE TRUSTCAA80 $8,050$17,754 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
LAKE NORCONIAN CLUB FOUNDATIONCAA80 $7,882$21,286 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
BLINN HOUSE FOUNDATIONCAA80 $10,194$6,072 Vice President$0 Same NTEE code A80, revenue within 2x, same state
HERITAGE FRESNOCAA80 $9,262$10,302 Treasurer$0 Same NTEE code A80, revenue within 2x, same state
ESTANISLAO 58 HISTORICAL FOUNDATIONCAA80 $4,894$940 Director$0 Same NTEE code A80, revenue within 2x, same state
HEROES HALL VETERANS FOUNDATIONCAA80 $3,618$26,512 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
SAN GORGONIO PASS HISTORICAL SOCIETYCAA80 $2,977$1,299 VICE PRESIDE$0 Same NTEE code A80, revenue within 2x, same state
86TH BLACKHAWK DIVISION MEMORIAL FOUNDATION INCCAA80 $2,969$4,316 President$0 Same NTEE code A80, revenue within 2x, same state
WORLD WAR II EXPERIENCE A NON PROFIT EDUCATIONAL ORGANIZATIONCAA80 $11,127$10,995 President$0 Same NTEE code A80, revenue within 2x, same state
SPIRIT OF CORCORAN MUSEUMCAA80 $3,574$990 Chairman$0 Same NTEE code A80, revenue within 2x, same state
SMARTSVILLE CHURCH RESTORATION FUND INCCAA80 $9,267$31,010 President & CEO$0 Same NTEE code A80, revenue within 2x, same state
SOUTHERN CALIFORNIA SOCIETY FOR THE HISTORY OF MEDICINECAA80 $4,356$18,327 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
KENTFIELD-GREENBRAE HISTORICAL SOCIETYCAA80 $4,295$5,321 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
MODEL T FORD CLUB OF SAN DIEGOCAA80 $3,605$2,780 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
1ST LIGHT ARMORED RECONNAISSANCE BATTALLION ASSOCIATIONCAA80 $5,029$13,185 Chairman$0 Same NTEE code A80, revenue within 2x, same state
EL SERENO HISTORICAL SOCIETYCAA80 $5,261$7,675 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
PENA ADOBE HISTORICAL SOCIETYCAA80 $3,599$3,314 President/Treasurer$0 Same NTEE code A80, revenue within 2x, same state
FOUNDATION FOR PERSIAN ARCHEOLOGICA L STUDIESCAA80 $6,341$5,155 CEO$1,200 Same NTEE code A80, revenue within 2x, same state
ISLETON MUSEUMCAA80 $6,375$40,401 BOARD MEMBER$0 Same NTEE code A80, revenue within 2x, same state
TEMECULA VALLEY GENEALOGICAL SOCIETYCAA80 $3,174$3,622 President$0 Same NTEE code A80, revenue within 2x, same state
NISEI WAR MEMORIAL COMMUNITY CENTER INCCAA80 $8,753$16,428 SECRETARY$0 Same NTEE code A80, revenue within 2x, same state
LA HABRA OLD SETTLERS HISTORICAL SOCIETYCAA80 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$2,175,0005 12016–2021 MOUNT AUBURN PRESERVATION FOUNDATION INC
FRIEDMAN FAM CHARITABLE TR AGREEMENT 11052003 Private foundation$1,000,0001 12024–2024 YAD VASHEM USA FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$774,66417 82015–2024 SMARTSVILLE CHURCH RESTORATION FUND INC; YAD VASHEM USA FOUNDATION; WEST CHOP PRESERVATION FOUNDATION; ALLEGHENY HYP CLUB PRESERVATION INC and 4 more
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$571,70464 12010–2021 TERRACE HILL SOCIETY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$371,71913 62016–2024 COLONIAL FOX FOUNDATION; WEST CHOP PRESERVATION FOUNDATION; FOLK HERITAGE ASSOCIATION OF MACON; PASATIEMPO HISTORICAL FOUNDATION and 2 more
THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC Private foundation$317,5005 12011–2024 HISTORIC BATH FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$125,0002 12016–2019 ST ANTHONY 1907 FOUNDATION
THE SCHENECTADY FOUNDATION DAF sponsor$77,0003 12012–2020 VALE CEMETERY PRESERVATION INC
GREATER KANSAS CITY COMMUNITY FOUNDATION DAF sponsor$74,2214 12012–2019 COLONIAL FOX FOUNDATION
ALLAN FAMILY FOUNDATION Private foundation$67,5006 12020–2025 MOUNT AUBURN PRESERVATION FOUNDATION INC
FORGOOD INC DAF sponsor$61,4205 22010–2014 ST ANTHONY 1907 FOUNDATION; THE ANTIQUE MOTORCYCLE FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$57,5703 32016–2024 WEST CHOP PRESERVATION FOUNDATION; HILLCREST HISTORY GUILD; PASATIEMPO HISTORICAL FOUNDATION
BALTIMORE COMMUNITY FOUNDATION INC DAF sponsor$57,5003 12010–2017 WEST CHOP PRESERVATION FOUNDATION
GREATER LOWELL COMMUNITY FOUNDATION INC DAF sponsor$46,4458 12010–2017 LOWELL HERITAGE PARTNERSHIP INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$33,5005 22014–2019 FOLK HERITAGE ASSOCIATION OF MACON; COLONIAL FOX FOUNDATION

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
LineAs describedTotalProgramManagementFundraisingShare
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$29,866100%

View the filing

2023 · Form 990 · $35,737 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$35,737100%

View the filing

2022 · Form 990 · $28,334 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$28,334100%

View the filing

2021 · Form 990 · $28,805 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$28,805100%

View the filing

2020 · Form 990 · $56,955 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$56,955100%

View the filing

2019 · Form 990 · $174,275 spent · pay $97,057 · grants $0 · events $12,355
LineAs describedTotalProgramManagementFundraisingShare
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$174,275100%

View the filing

2018 · Form 990 · $158,166 spent · pay $94,848 · grants $0 · events $4,167
LineAs describedTotalProgramManagementFundraisingShare
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$158,166100%

View the filing

2017 · Form 990 · $152,796 spent · pay $52,667 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$152,796100%

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2016 · Form 990 · $145,564 spent · pay $0 · grants $0 · events $13,699
LineAs describedTotalProgramManagementFundraisingShare
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 Eventdirect expenses; gross income $5,400$7,950reported apart
Total$145,564100%

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2015 · Form 990 · $446,990 spent · pay $0 · grants $308,000 · events $199,983
LineAs describedTotalProgramManagementFundraisingShare
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 Eventdirect expenses; gross income $195,320$195,320reported apart
Total$446,990100%

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2014 · Form 990 · $900,725 spent · pay $0 · grants $715,000 · events $92,297
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $715,000$715,000-- 79.4%
Other (as described) EventSPECIAL 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 Eventdirect expenses; gross income $214,915-reported apart
Total$900,725100%

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