California Preservation Foundation

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 09/2021, 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 09/2021, California Preservation Foundation generated $404.7k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.8%) each year. All expenses for the organization totaled $330.2k during the year ending 09/2021. As we would expect to see with falling revenues, expenses have declined by (7.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

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 - AS WE ENTERED THE SECOND YEAR OF THE PANDEMIC, ALL OF OUR PROGRAMS WERE PRESENTED ONLINE. DESPITE THIS, WE SAW RECORD ATTENDANCE AT OUR PROGRAMS. WE HELD 17 EDUCATIONAL PROGRAMS WITH A TOTAL ATTENDANCE OF 4143 PEOPLE ATTENDING. OUR PROGRAMS WERE FREE WITH A MIX OF PAID PROGRAMMING AND SPECIAL PROGRAMS FEATURING ENDANGERED SITES IN CALIFORNIA. THE ANNUAL CONFERENCE WAS PRESENTED ONINE WITH A TOTAL OF 415 REGISTERED ATTENDEES. WE HOSTED THREE DAYS OF WEBINARS AND BROADCAST FIVE FREE PROGRAMS TO THE PUBLIC DURING THE CONFERENCE, WHICH GENERATED AN ADDITIONAL 992 VIEWS VIA OUR FACEBOOK AND YOUTUBE CHANNELS. THE CONFERENCE TOPICS ADDRESSED THE INTERSECTION OF HISTORIC PRESERVATION AND CONTEMPORARY ISSUES. THESE WERE PRESENTED IS A SET OF TRACKS WITH SESSIONS ADDRESSING THE TOPICS OF IMAGINATION AND VISION, EXCELLENCE AND INNOVATION, RELEVANCE, AND PRESERVATION TECHNOLOGY.THE 38TH ANNUAL PRESERVATION DESIGN AWARDS FEATURED 18 WINNING PROJECT, WHICH WERE PRESENTED ONLINE AND WAS PART OF AN EXTENDED PRESENTATION OF AWARD-WINNING PROJECTS. CONTINUED ON SCHEDULE


ADVOCACY - THE BOARD OF TRUSTEES ADOPTED OUR 2021-2024 STRATEGIC PLAN, WHICH PRIORITIZED ACTIONS THAT ADVANCE HISTORIC PRESERVATION AT THE STATE LEVEL. WE DO NOT HAVE THE RESOURCES TO RESPOND TO LOCAL ISSUES AND, AS A STATEWIDE ORGANIZATION, WE SHOULD RESTRICT OUR EFFORTS TO ACTIONS THOSE THAT ADVANCE PRESERVATION ACROSS CALIFORNIA. IN FY 20/21, WE FOCUSED ON TWO LEGISLATIVE EFFORTS. WE WERE SUCCESSFUL IN GETTING AMENDMENTS IN SENATE BILL 9 ATKINS THAT EXEMPTED DESIGNATED PROPERTIES FROM MINISTERIAL LOT SPLITS ALLOWED UNDER SB 9. WE WERE SUCCESSFUL IN LOBBYING FOR FUNDING OF THE STATE HISTORIC TAX CREDIT AND GETTING AN EXTENTION TO THE SUNSET DATE. WE CONTINUED OUR FREE AND FEE-BASED ONLINE PROGRAMS TO HELP INDIVIDUALS AND LOCAL ORGANIZATIONS ADVOCATE FOR BETTER PROTECTIONS AT THE LOCAL LEVEL. WE RECEIVED DONATIONS TO LAUNCH A PROGRAM TO HIRE UNIVERSITY STUDENTS PURSUING DEGREES IN HISTORIC PRESERVATION TO HELP UNDERSERVED COMMUNITIES NOMINATE HISTORIC SITES AND STRUCTURES TO LOCAL, STATE OR NATIONAL REGISTERS.


RESEARCH - CPF COMPLETED THE PROCESS FOR SELECTING SITES FOR THE NEW PROGRAM THAT WILL OFFER GRANTS TO COMMUNITIES WHICH ARE UNDERREPRESENTED ON THE CALIFORNIA AND NATIONAL REGISTERS OF HISTORIC PLACES. WE CONSULTED WITH THE DEPARTMENT HEADS OF MAJOR UNIVERSITIES IN SOUTHERN CALIFORNIA TO DEVELOP A PROCESS FOR SELECTING STUDENTS TO HIRE FOR THE RESEARCH PHASE OF THE PROGRAM. WE ALSO CONTINUED TO RAISE FUNDS FROM INDIVIDUALS TO SUPPORT THE PROGRAM AND APPLIED FOR GRANTS TO PROVIDE ADDITIONAL SUPPORT. THIS IN ADDITION TO OUR SCHOLARSHIP PROGRAM THAT SUPPORTS CALIFORNIA STUDENTS STUDYING HISTORIC PRESERVATION AT WEST COAST UNIVERSITIES.


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Board, Officers & Key Employees

Name (title)Compensation
Cindy Heitzman
Executive Director
$82,500
Jeff Caldwell Pe
Treasurer
$0
Michael Gibson ESQ
Secretary
$0
Adrian Scott Fine
President
$0
Bill Schaeffer
Vice President Development
$0
Naomi Miroglio Faia
Vice President, Programs
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$8,490
Related organizations$0
Government grants $67,158
All other contributions, gifts, grants, and similar amounts not included above$200,677
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$276,325
Total Program Service Revenue$127,835
Investment income $538
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 $404,698

Grants Recieved

Over the last fiscal year, we have identified 4 grants that California Preservation Foundation has recieved totaling $16,017.

Awarding OrganizationAmount
Maria & Robert Kelly Stewardship

Lakewood, WA

PURPOSE: 2022 CALIFORNIA PRESERVATION CONFERENCE

$10,000
Steven And Kelly Mcleod Family Foundation

Long Beach, CA

PURPOSE: SUPPORT GENERAL PURPOSES OF CHARITY

$5,000
Mcnabb Foundation

Wilmington, DE

PURPOSE: GENERAL & UNRESTRICTED

$1,000
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$17
View Grant Recipient Profile

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