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San Ramon Historic Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$134k (2025)

Expenses
$18.1k (2025)

Total Assets
$1.16M (2025)

Total Liabilities
$318 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,974
Expenses
$18,146
Net Income
$115,828
Net Assets
$1,157,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,714
17.7%
Program Services $0
Investment Income $95,159
71.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,933
9.7%
Sales of Assets $0
Net Inventory Sales $2,168
1.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,158,016
Total Liabilities $318
Net Assets $1,157,698
Compensation
Key Employees and Officers Compensation Related Other
Carol Rowley (Board Chair And President) $0 $0 $0
Julia Oseland (Board Member And Vice President) $0 $0 $0
Carol Lopez Lucey (Board Member And Secretary Ougtoing) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Patsy Galati (Board Member Dir Sheep Herd And Brn) $0 $0 $0
Renee Kullick (Board Member And Vice Pres Incoming) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Steve Chiapetto (Board Member) $0 $0 $0
Sandy Silva (Board Member And Secretary Incoming) $0 $0 $0
Jill Mallory (Board Advisor Vol Dir Of Gift Shop) $0 $0 $0
Eva Phelps (Board Member And Treasurer) $0 $0 $0
Lionel Mc Neely (Board Member) $0 $0 $0
Yvonne Richardson (Board Member) $0 $0 $0
Dan Foster (Board Member And Tractor Equip Dir) $0 $0 $0
Bernie Szalaj (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$121,647
Expenses
$108,004
Net Income
$13,643
Net Assets
$1,040,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,503
22.6%
Program Services $0
Investment Income $76,771
63.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,835
22.9%
Sales of Assets $0
Net Inventory Sales $1,681
1.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,041,087
Total Liabilities $220
Net Assets $1,040,867
Compensation
Key Employees and Officers Compensation Related Other
Robert Downum (Board Member) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0
Steve Chiapetto (Board Member) $0 $0 $0
Yvonne Richardson (Board Member) $0 $0 $0
Lionel Mc Neely (Board Member) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Patsy Galati (Board Member Dir Sheep Herd A) $0 $0 $0
Eva Phelps (Board Member And Treasurer) $0 $0 $0
Julia Oseland (Board Member And Vice Preside) $0 $0 $0
Carol Rowley (Board Chair And President) $0 $0 $0
Renee Kullick (Board Member And Vice Pres In) $0 $0 $0
Carol Lopez Lucey (Board Member And Secretary Ou) $0 $0 $0
Sandy Silva (Board Member And Secretary In) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,870
Expenses
$20,962
Net Income
$54,908
Net Assets
$1,028,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,577
29.8%
Program Services $0
Investment Income $19,942
26.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,067
39.6%
Sales of Assets $0
Net Inventory Sales $3,284
4.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,028,672
Total Liabilities $72
Net Assets $1,028,600
Compensation
Key Employees and Officers Compensation Related Other
Renee Kullick (Board Member) $0 $0 $0
Patsy Galati (Board Member) $0 $0 $0
Sandy Silva (Board Member) $0 $0 $0
Steve Chiapetto (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Yvonne Richardson (Board Member) $0 $0 $0
Lionel Mc Neely (Board Member) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Jill Mallory (Board Member) $0 $0 $0
Eva Phelps (Incoming Treasurer And Board) $0 $0 $0
Julia Oseland (Vice President And Board Memb) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Dall Barley (Outgoing Treasurer And Board) $0 $0 $0
H Abram Wilson (Interim Treasurer And Board M) $0 $0 $0
Carol Lopez Lucey (Secretary And Board Member) $0 $0 $0

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Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,869
Expenses
$55,326
Net Income
-$45,457
Net Assets
$973,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,912
> 100%
Program Services $0
Investment Income -$63,776
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$2,738
Sales of Assets $0
Net Inventory Sales $2,471
25.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $973,991
Total Liabilities $301
Net Assets $973,690
Compensation
Key Employees and Officers Compensation Related Other
Rene Kullick (Board Member) $0 $0 $0
Patsy Galati (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Julia Oseland (Vice Presidentand Board Membe) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Carol Lopez Lucey (Secretary And Board Member) $0 $0 $0
Dall Barley (Treasurer And Board Member) $0 $0 $0

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,377
Expenses
$52,797
Net Income
-$15,420
Net Assets
$1,019,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,343
25.0%
Program Services $0
Investment Income $22,768
60.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,243
14.0%
Sales of Assets $0
Net Inventory Sales $23
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,019,347
Total Liabilities $211
Net Assets $1,019,136
Compensation
Key Employees and Officers Compensation Related Other
Don Kowalski (Board Member) $0 $0 $0
Patsy Galati (Board Member) $0 $0 $0
Rene Kullick (Board Member) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0
Herb Moniz (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Dall Barley (Treasurer And Board Member) $0 $0 $0
Carol Lopez Lucey (Secretary And Board Member) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Shirley Ernest (Vice President And Board Memb) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,389
Expenses
$16,503
Net Income
$35,886
Net Assets
$970,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,880
58.9%
Program Services $0
Investment Income $2,683
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,750
33.9%
Sales of Assets $0
Net Inventory Sales $1,076
2.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $971,124
Total Liabilities $218
Net Assets $970,906
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez Lucey (Secretary And Board Member) $0 $0 $0
Dall Barley (Treasurer And Board Member) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Vice President And Board Memb) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Patsy Galati (Board Member) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Renee Kullick (Board Member) $0 $0 $0
Herb Moniz (Board Member) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,825
Expenses
$87,808
Net Income
-$16,983
Net Assets
$934,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,219
30.0%
Program Services $0
Investment Income $23,542
33.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,578
34.7%
Sales of Assets $0
Net Inventory Sales $1,486
2.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $935,067
Total Liabilities $348
Net Assets $934,719
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez Lucey (Secretary And Board Member) $0 $0 $0
Dall Barley (Treasurer And Board Member) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Vice President And Board Memb) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Patsy Galati (Board Member) $0 $0 $0
Don Kowalski (Board Member) $0 $0 $0
Renee Kullick (Board Member) $0 $0 $0
Herb Moniz (Board Member) $0 $0 $0
H Abram Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$740,278
Expenses
$6,211
Net Income
$734,067
Net Assets
$951,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $713,375
96.4%
Program Services $0
Investment Income $1,920
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,145
3.1%
Sales of Assets $0
Net Inventory Sales $1,838
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $952,339
Total Liabilities $357
Net Assets $951,982
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez (Secretary And Board Member) $0 $0 $0
Mary Wohlers (Treasurer And Board Member) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Vice President And Board Memb) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Tony King (Board Member) $0 $0 $0
Barbara Cipolla (Board Member) $0 $0 $0

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,129
Expenses
$97,361
Net Income
-$41,232
Net Assets
$217,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,829
49.6%
Program Services $0
Investment Income $1,622
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,210
43.1%
Sales of Assets $0
Net Inventory Sales $2,468
4.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $218,362
Total Liabilities $431
Net Assets $217,931
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez (Secretary And Board Member) $0 $0 $0
Mary Wohlers (Treasurer And Board Member) $0 $0 $0
Carol Rowley (President And Chair Of Board) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Vice President And Board Memb) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Tony King (Board Member) $0 $0 $0
Barbara Cipolla (Board Member) $0 $0 $0
Sheila Truschke (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,026
Expenses
$41,984
Net Income
$25,042
Net Assets
$259,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,768
53.4%
Program Services $0
Investment Income $1,310
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,367
42.3%
Sales of Assets $0
Net Inventory Sales $1,581
2.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $259,520
Total Liabilities $443
Net Assets $259,077
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez (Secretary And Board Member) $0 $0 $0
Mary Wohlers (Treasurer And Board Member) $0 $0 $0
Carol Rowley (Vice President And Board Memb) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Tony King (Board Member) $0 $0 $0
Paul Truschke (President And Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,082
Expenses
$19,894
Net Income
$37,188
Net Assets
$233,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,040
52.6%
Program Services $0
Investment Income $72
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,790
43.4%
Sales of Assets $0
Net Inventory Sales $2,180
3.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $233,895
Total Liabilities $359
Net Assets $233,536
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez (Secretary And Board Member) $0 $0 $0
Mary Wohlers (Treasurer And Board Member) $0 $0 $0
Dall Barley (Board Member) $0 $0 $0
Carol Rowley (Vice Chair) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Shirley Ernest (Board Member) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0
Tony King (Board Member) $0 $0 $0
Paul Truschke (President And Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,573
Expenses
$42,763
Net Income
$36,810
Net Assets
$196,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,430
64.6%
Program Services $23,078
29.0%
Investment Income $379
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,686
5.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $196,733
Total Liabilities $602
Net Assets $196,131
Compensation
Key Employees and Officers Compensation Related Other
Carol Lopez (Secretary) $0 $0 $0
Mary Wohlers (Treasurer) $0 $0 $0
Dall Barley (Board Member) $0 $0 $0
Dale Halterman (Board Member) $0 $0 $0
Carol Rowley (Vice Chair) $0 $0 $0
Patricia Boom (Board Member) $0 $0 $0
Paul Truschke (President) $0 $0 $0
Shirley Ernest (Board Member) $0 $0 $0
Isabel Lau (Publicity) $0 $0 $0
Robert Downum (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,816
Expenses
$53,136
Net Income
$23,680
Net Assets
$159,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,046
37.8%
Program Services $43,822
57.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,948
5.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $160,498
Total Liabilities $533
Net Assets $159,965

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Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,265
Expenses
$124,142
Net Income
$5,123
Net Assets
$136,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,043
59.6%
Program Services $52,146
40.3%
Investment Income $76
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,469
Total Liabilities $291
Net Assets $136,178

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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