Livermore Heritage Guild

Livermore, CA
Tax-exempt since June 1974
EIN: 23-7360265

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$153k (2023)

Expenses

$123k (2023)

Total Assets

$860k (2023)

Total Liabilities

$1.19k (2023)

Source: Form 990 tax filings from 2012 to 2023

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 Sept.
2023

Revenue

$153,048

Expenses

$122,715

Net Income

$30,333

Net Assets

$858,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$60,800	39.7%
Program Services	$59,030	38.6%
Investment Income	$21,963	14.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,550	6.2%
Net Fundraising	-$2,609
Sales of Assets	$0
Net Inventory Sales	$4,314	2.8%
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	$859,900
Total Liabilities	$1,188
Net Assets	$858,712

Compensation

Key Employees and Officers	Compensation	Related	Other
Will Bolton (President)	$0	$0	$0
Donna Stevens (2nd Vp)	$0	$0	$0
Madelynne Farber (Treasurer)	$0	$0	$0
Susan Junk (Director)	$0	$0	$0
Barbara Soules (Director)	$0	$0	$0
Sylvia Chatagnier (Secretary)	$0	$0	$0

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990

Filed on Aug. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$139,374

Expenses

$94,800

Net Income

$44,574

Net Assets

$821,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$63,448	45.5%
Program Services	$57,350	41.1%
Investment Income	$18,288	13.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,000	0.7%
Net Fundraising	$5,384	3.9%
Sales of Assets	-$5,934
Net Inventory Sales	-$162
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	$823,840
Total Liabilities	$2,281
Net Assets	$821,559

Compensation

Key Employees and Officers	Compensation	Related	Other
Will Bolton (President)	$0	$0	$0
Andrea Loyd (1 St Vp)	$0	$0	$0
Donna Stevens (2nd Vp)	$0	$0	$0
Madelynne Farber (Treasurer)	$0	$0	$0
Susan Junk (Director)	$0	$0	$0
Barbara Soules (Director)	$0	$0	$0
Loretta Kaskey (Secretary)	$0	$0	$0

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990

Filed on Oct. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$96,997

Expenses

$73,726

Net Income

$23,271

Net Assets

$859,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$26,685	27.5%
Program Services	$50,000	51.5%
Investment Income	$8,206	8.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$10,500	10.8%
Net Fundraising	-$670
Sales of Assets	$0
Net Inventory Sales	$2,276	2.3%
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	$860,070
Total Liabilities	$183
Net Assets	$859,887

Compensation

Key Employees and Officers	Compensation	Related	Other
Will Bolton (President)	$0	$0	$0
Andrea Loyd (1 St Vp)	$0	$0	$0
Donna Stevens (2nd Vp)	$0	$0	$0
Kathy Joseph Stockman (Treasurer)	$0	$0	$0
Susan Junk (Director)	$0	$0	$0
Barbara Soules (Director)	$0	$0	$0
Loretta Kaskey (Secretary)	$0	$0	$0

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990

Filed on Aug. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$326,431

Expenses

$59,865

Net Income

$266,566

Net Assets

$844,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$256,212	78.5%
Program Services	$50,000	15.3%
Investment Income	$8,633	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,625	2.9%
Net Fundraising	$716	0.2%
Sales of Assets	$0
Net Inventory Sales	$1,245	0.4%
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	$845,071
Total Liabilities	$121
Net Assets	$844,950

Compensation

Key Employees and Officers	Compensation	Related	Other
Will Bolton (President)	$0	$0	$0
Andrea Loyd (1 St Vp)	$0	$0	$0
Donna Stevens (2nd Vp)	$0	$0	$0
Kathy Joseph Stockman (Treasurer)	$0	$0	$0
Susan Junk (Director)	$0	$0	$0
Barbara Soules (Director)	$0	$0	$0
Loretta Kaskey (Secretary)	$0	$0	$0

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990

Filed on Aug. 13, 2021

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Fiscal Year Ending Sept.
2019

Revenue

$98,549

Expenses

$75,485

Net Income

$23,064

Net Assets

$578,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$27,993	28.4%
Program Services	$58,437	59.3%
Investment Income	$2,377	2.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$5,006	5.1%
Net Fundraising	$12,340	12.5%
Sales of Assets	$0
Net Inventory Sales	-$7,604
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	$800,873
Total Liabilities	$222,489
Net Assets	$578,384

Compensation

Key Employees and Officers	Compensation	Related	Other
Harry Briley (President)	$0	$0	$0
Andrea Loyd (1 St Vp)	$0	$0	$0
Donna Stevens (2md Vp)	$0	$0	$0
Kathy Joseph Stockman (Treasurer)	$0	$0	$0
Susan Junk (Director)	$0	$0	$0
Barbara Soules (Director)	$0	$0	$0
Loretta Kaskey (Secretary)	$0	$0	$0

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990

Filed on Aug. 6, 2020

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Fiscal Year Ending Sept.
2018

Revenue

$198,366

Expenses

$66,830

Net Income

$131,536

Net Assets

$555,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$121,002	61.0%
Program Services	$57,163	28.8%
Investment Income	$129	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$10,500	5.3%
Net Fundraising	$7,517	3.8%
Sales of Assets	$0
Net Inventory Sales	$2,055	1.0%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,958	8.9%

Assets/Debt
Total Assets	$555,320
Total Liabilities	$0
Net Assets	$555,320

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2017

Revenue

$157,347

Expenses

$75,365

Net Income

$81,982

Net Assets

$423,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$120,176	76.4%
Program Services	$0
Investment Income	$10,625	6.8%
Net Fundraising	$17,699	11.2%
Sales of Assets	$0
Net Inventory Sales	$1,778	1.1%
Other Revenue	$328	0.2%

Assets/Debt
Total Assets	$423,036
Total Liabilities	-$90
Net Assets	$423,126

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Revenue

$112,819

Expenses

$83,442

Net Income

$29,377

Net Assets

$344,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$86,471	76.6%
Program Services	$0
Investment Income	$10,625	9.4%
Net Fundraising	$10,963	9.7%
Sales of Assets	$0
Net Inventory Sales	$1,275	1.1%
Other Revenue	$0

Assets/Debt
Total Assets	$344,371
Total Liabilities	$183
Net Assets	$344,188

Compensation

Key Employees and Officers	Compensation	Other
Jeff Kaskey (President)	$0	$0
Andrea Loyd (1 St Vice President)	$0	$0
Dottie Eberly (Secretary)	$0	$0
Usha Khullar (Treasurer)	$0	$0
Barbara Soules (Director At Large)	$0	$0
Janet Von Toussaint (Membership Chair)	$0	$0

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990-EZ

Filed on May 9, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$111,301

Expenses

$80,193

Net Income

$31,108

Net Assets

$314,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$76,211	68.5%
Program Services	$0
Investment Income	$10,764	9.7%
Net Fundraising	$12,781	11.5%
Sales of Assets	$0
Net Inventory Sales	$2,480	2.2%
Other Revenue	$0

Assets/Debt
Total Assets	$315,277
Total Liabilities	$466
Net Assets	$314,811

Compensation

Key Employees and Officers	Compensation	Other
Jeff Kaskey (President)	$0	$0
Andrea Loyd (1 St Vice President)	$0	$0
Dottie Eberly (Secretary)	$0	$0
Usha Khullar (Treasurer)	$0	$0
Barbara Soules (Director At Large)	$0	$0

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990-EZ

Filed on May 26, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Sept.
2014

Revenue

$52,054

Expenses

$30,126

Net Income

$21,928

Net Assets

$283,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,396	35.3%
Program Services	$0
Investment Income	$10,652	20.5%
Net Fundraising	$10,425	20.0%
Sales of Assets	$0
Net Inventory Sales	$4,324	8.3%
Other Revenue	$717	1.4%

Assets/Debt
Total Assets	$283,769
Total Liabilities	$66
Net Assets	$283,703

Compensation

Key Employees and Officers	Compensation	Other
Jeff Kaskey (President)	$0	$0
Marie Abott (1 St Vice President)	$0	$0
Susan Junk (Secretary)	$0	$0
Usha Khullar (Treasurer)	$0	$0
Bill Junk (Director At Large)	$0	$0

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990-EZ

Filed on May 8, 2015

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Fiscal Year Ending Sept.
2013

Revenue

$66,700

Expenses

$25,395

Net Income

$41,305

Net Assets

$261,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$29,680	44.5%
Program Services	$0
Investment Income	$10,687	16.0%
Net Fundraising	$9,643	14.5%
Sales of Assets	$0
Net Inventory Sales	$11,439	17.1%
Other Revenue	$1,586	2.4%

Assets/Debt
Total Assets	$262,439
Total Liabilities	$664
Net Assets	$261,775

990-EZ

Filed on June 27, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$57,498

Expenses

$34,938

Net Income

$22,560

Net Assets

$220,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$26,843	46.7%
Program Services	$0
Investment Income	$10,619	18.5%
Net Fundraising	$9,560	16.6%
Sales of Assets	$474	0.8%
Net Inventory Sales	$2,062	3.6%
Other Revenue	$0

Assets/Debt
Total Assets	$220,592
Total Liabilities	$122
Net Assets	$220,470

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2005

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About 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.

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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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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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Livermore Heritage Guild

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $153k (2023)

Expenses $123k (2023)

Total Assets $860k (2023)

Total Liabilities $1.19k (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2010

No Extracted Financial Data

Document Links

Revenue

$153k (2023)

Expenses

$123k (2023)

Total Assets

$860k (2023)

Total Liabilities

$1.19k (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002