California Preservation Foundation
- Assets
- $584.2k
- Revenue
- $503.5k
- Investments
- $0.0
- Employees
- 3
- Location
- San Francisco, CA
- Founding
- 06/1979
- Data as of
- 09/2023
- EIN
- 94-2569465
Organization Overview
California Preservation Foundation is located in San Francisco, CA. The organization was established in 1979. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 09/2023, California Preservation Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Preservation Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, California Preservation Foundation generated $503.5k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $374.5k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATIONS PURPOSE IS TO PROMOTE, ENCOURAGE, SUPPORT, AND CONDUCT PROGRAMS FOR EDUCATION, ADVOCACY, AND RESEARCH RELATING TO THE PRESERVATION AND ENHANCEMENT OF THE HISTORIC BUILT ENVIRONMENT
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION - THE 2023 ANNUAL CONFERENCE WAS HELD AT FORT MASON, FROM APRIL 19-26, 2023, FEATURING 7 TRACKS AND 30 SESSIONS, ATTENDED BY 602 PARTICIPANTS, INCLUDING 124 SPEAKERS. THIS WAS OUR FIRST HYBRID CONFERENCE, WITH SESSIONS BROADCAST LIVE. WE CONTINUED OUR CONFERENCE STUDENT SCHOLARSHIP PROGRAM WITH 2 RECIPIENTS, EACH RECEIVING FINANCIAL SUPPORT FOR THEIR ATTENDANCE AND PRESENTATIONS OF THEIR RESEARCH TOPICS. WE RESUMED OUR IN-PERSON AWARDS PROGRAMS AT THE 2023 CONFERENCE. THE 40TH ANNUAL PRESERVATION DESIGN AWARDS AT FORT MASON HONORED 16 PROJECT TEAMS. DOORS OPEN CALIFORNIA SAW SIGNIFICANT GROWTH WITH OVER 87 UNIQUE SITES AND 690 ATTENDEES, A 63 INCREASE FROM THE PREVIOUS YEAR. LOS ANGELES LED IN ATTENDANCE, WITH 47 VISITING SOUTHERN CALIFORNIA SITES. FY 2022-2023 ONLINE EDUCATION PROGRAM OFFERED 17 PROGRAMS, INCLUDING A BOOT CAMP ON THE SECRETARY OF THE INTERIORS STANDARDS, A HOLIDAY SERIES, AND SPECIAL INTERVIEWS. THE HOME SAFE HOME, A FEMA-FUNDED SERIES ON RESIDENTIAL SEISMIC SAFETY, IS AVAILABLE ONLINE, ALONG WITH OVER 500 RECORDED PROGRAMS.
ADVOCACY - OUR STRATEGIC PLAN AROUND ADVOCACY PRIORITIZES A FOCUS STATEWIDE ISSUES. LAST YEAR, WE SOUGHT TO AMEND THE COASTAL ACT TO PROTECT HISTORIC RESOURCES BUT FACED CERTAIN CHALLENGES. IN MAY 2023, WE SUPPORTED A BILL TO ESTABLISH A STATEWIDE LEGACY BUSINESS REGISTRY. SINCE JUNE 2023, WE HAVE BEEN WORKING WITH HOUSING ADVOCATES TO ENSURE PROTECTIONS FOR HISTORIC RESOURCES IN NEW LEGISLATION THAT WOULD STREAMLINE ADAPTIVE REUSE OF BUILDINGS TO HOUSING.
RESEARCH - OUR FIRST UNDERRECOGNIZED CALIFORNIA GRANT RECIPIENT WAS AWARDED IN THE LATE SUMMER OF 2023 AND WE BEGAN WORKING WITH CHATTEL, INC. TO COMPLETE THE NOMINATION OF LENCHITAS AS A LOS ANGELES HCM HISTORIC CULTURAL MONUMENT. WORK ON THIS PROJECT IS ONGOING AND WE HOPE TO COMPLETE IT BY 2025.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cindy Heitzman Executive Director | Officer | 40 | $95,494 |
Sarah Kozal ESQ Trustee | Trustee | 0.75 | $0 |
Rita Cofield Trustee | Trustee | 0.75 | $0 |
Jeff Caldwell Pe President | OfficerTrustee | 1.25 | $0 |
Christina Dikas Vice President Program | OfficerTrustee | 0.75 | $0 |
Carson Anderson Trustee | Trustee | 0.75 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $9,518 |
| Related organizations | $0 |
| Government grants | $60,931 |
| All other contributions, gifts, grants, and similar amounts not included above | $203,340 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $273,789 |
| Total Program Service Revenue | $229,613 |
| Investment income | $118 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $503,520 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $900 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $95,494 |
| Compensation of current officers, directors, key employees. | $14,324 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $104,943 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $8,128 |
| Payroll taxes | $16,321 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,405 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $8,795 |
| Advertising and promotion | $0 |
| Office expenses | $11,460 |
| Information technology | $10,111 |
| Royalties | $0 |
| Occupancy | $42,464 |
| Travel | $2,628 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $27,566 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,565 |
| All other expenses | $0 |
| Total functional expenses | $374,541 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $211,216 |
| Savings and temporary cash investments | $351,488 |
| Pledges and grants receivable | $14,060 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,441 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $5,014 |
| Total assets | $584,219 |
| Accounts payable and accrued expenses | $36,676 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $36,676 |
| Net assets without donor restrictions | $391,293 |
| Net assets with donor restrictions | $156,250 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $584,219 |