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California Preservation Foundation

Cindy Heitzman

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 (A82Z) (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$504k (2023)

Expenses
$375k (2023)

Total Assets
$584k (2023)

Total Liabilities
$36.7k (2023)

Source: Form 990 tax filings from 2011 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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$503,520
Expenses
$374,541
Net Income
$128,979
Net Assets
$547,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,789
54.4%
Program Services $229,613
45.6%
Investment Income $118
0.0%
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 $95,494
25.5%
Professional Fundraising Fees $0
Other Salaries and Wages $104,943
28.0%
Assets/Debt
Total Assets $584,219
Total Liabilities $36,676
Net Assets $547,543
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cindy Heitzman (Executive Director) $95,494 $0 $510
Sarah Kozal Esq (Trustee) $0 $0 $0
Rita Cofield (Trustee) $0 $0 $0
Jeff Caldwell Pe (President) $0 $0 $0
Christina Dikas (Vice President Program) $0 $0 $0
Carson Anderson (Trustee) $0 $0 $0
Antonio Castillo (Trustee) $0 $0 $0
Gretchen Hilyard Boyce (Trustee) $0 $0 $0
Michael Gibson Esq (Vice President Development) $0 $0 $0
Laura Dominguez (Trustee) $0 $0 $0
Leslie Paloroan (Trustee) $0 $0 $0
Shayne Watson (Trustee) $0 $0 $0
Annabel Enriquez (Treasurer) $0 $0 $0
Trudi Sandmeier (Trustee) $0 $0 $0
Christine Lazzaretto (Trustee) $0 $0 $0
Matthew Worster (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$427,048
Expenses
$355,666
Net Income
$71,382
Net Assets
$418,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $284,620
66.6%
Program Services $141,933
33.2%
Investment Income $495
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 $91,000
25.6%
Professional Fundraising Fees $0
Other Salaries and Wages $142,397
40.0%
Assets/Debt
Total Assets $493,472
Total Liabilities $74,908
Net Assets $418,564
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cindy Heitzman (Executive Director) $91,000 $0 $1,976
Sarah Kozal Esq (Trustee) $0 $0 $0
Rita Cofield (Trustee) $0 $0 $0
Jeff Caldwell Pe (Vice President Development) $0 $0 $0
Christina Dikas (Trustee) $0 $0 $0
Carson Anderson (Trustee) $0 $0 $0
Antonio Castillo (Trustee) $0 $0 $0
Adrian Scott Fine (President) $0 $0 $0
Michael Gibson Esq (Treasurer) $0 $0 $0
Willett Moss (Trustee) $0 $0 $0
Leslie Paloroan (Trustee) $0 $0 $0
Shayne Watson (Trustee) $0 $0 $0
Annabel Enriquez (Secretary) $0 $0 $0
Trudi Sandmeier (Vice President Programs) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$404,698
Expenses
$330,211
Net Income
$74,487
Net Assets
$347,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $276,325
68.3%
Program Services $127,835
31.6%
Investment Income $538
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 $82,500
25.0%
Professional Fundraising Fees $0
Other Salaries and Wages $144,637
43.8%
Assets/Debt
Total Assets $455,100
Total Liabilities $107,918
Net Assets $347,182
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cindy Heitzman (Executive Director) $82,500 $0 $0
Andrew Mariani (Trustee) $0 $0 $0
Rita Cofield (Trustee) $0 $0 $0
Jeff Caldwell Pe (Treasurer) $0 $0 $0
Christina Dikas (Trustee) $0 $0 $0
Carson Anderson (Trustee) $0 $0 $0
Antonio Castillo (Trustee) $0 $0 $0
Adrian Scott Fine (President) $0 $0 $0
Michael Gibson Esq (Secretary) $0 $0 $0
Willett Moss (Trustee) $0 $0 $0
Bill Schaeffer (Vice President Development) $0 $0 $0
Naomi Miroglio Faia (Vice President, Programs) $0 $0 $0
Christine Lazzaretto (Past President) $0 $0 $0
Annabel Enriquez (Trustee) $0 $0 $0
Trudi Sandmeier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$408,586
Expenses
$388,286
Net Income
$20,300
Net Assets
$272,696
Notable Sources of Revenue Percent of Total Revenue
Contributions $198,993
48.7%
Program Services $209,499
51.3%
Investment Income $94
0.0%
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 $90,690
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $127,910
32.9%
Assets/Debt
Total Assets $381,881
Total Liabilities $109,185
Net Assets $272,696
Compensation
Key Employees and Officers Compensation Related Other
Cindy Heitzman (Executive Director) $82,290 $0 $8,400
Andrew Mariani (Trustee) $0 $0 $0
Rita Cofield (Trustee) $0 $0 $0
Christina Dikas (Trustee) $0 $0 $0
G Taylor Louden Aia (Trustee) $0 $0 $0
Andrea Galvin (Trustee) $0 $0 $0
Adrian Scott Fine (Trustee) $0 $0 $0
Michael Gibson Esq (Trustee) $0 $0 $0
Willett Moss (Trustee) $0 $0 $0
Trudi Sandmeier (Trustee) $0 $0 $0
Jeff Caldwell Pe (Treasurer) $0 $0 $0
Bill Schaeffer (Secretary) $0 $0 $0
Chris Wasney Aia (Vice President Development) $0 $0 $0
Naomi Miroglio Faia (Vice President, Programs) $0 $0 $0
Christine Lazzaretto (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$537,068
Expenses
$476,659
Net Income
$60,409
Net Assets
$252,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $247,530
46.1%
Program Services $285,401
53.1%
Investment Income $82
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,055
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $82,501
17.3%
Professional Fundraising Fees $0
Other Salaries and Wages $135,748
28.5%
Assets/Debt
Total Assets $383,519
Total Liabilities $131,123
Net Assets $252,396

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$455,763
Expenses
$453,730
Net Income
$2,033
Net Assets
$191,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $208,348
45.7%
Program Services $247,329
54.3%
Investment Income $0
Bond Proceeds $86
0.0%
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 $90,201
19.9%
Professional Fundraising Fees $0
Other Salaries and Wages $119,491
26.3%
Assets/Debt
Total Assets $296,558
Total Liabilities $104,571
Net Assets $191,987

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$398,276
Expenses
$375,589
Net Income
$22,687
Net Assets
$192,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,384
46.3%
Program Services $213,815
53.7%
Investment Income $77
0.0%
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 $74,800
19.9%
Professional Fundraising Fees $0
Other Salaries and Wages $110,478
29.4%
Assets/Debt
Total Assets $318,962
Total Liabilities $126,942
Net Assets $192,020

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$453,088
Expenses
$436,593
Net Income
$16,495
Net Assets
$168,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,321
39.8%
Program Services $272,704
60.2%
Investment Income $63
0.0%
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 $82,500
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $112,570
25.8%
Assets/Debt
Total Assets $224,438
Total Liabilities $55,912
Net Assets $168,526

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$450,195
Expenses
$509,051
Net Income
-$58,856
Net Assets
$152,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $144,723
32.1%
Program Services $299,056
66.4%
Investment Income $75
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,341
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $82,500
16.2%
Professional Fundraising Fees $0
Other Salaries and Wages $106,845
21.0%
Assets/Debt
Total Assets $205,464
Total Liabilities $52,933
Net Assets $152,531

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$458,302
Expenses
$449,527
Net Income
$8,775
Net Assets
$211,388
Notable Sources of Revenue Percent of Total Revenue
Contributions $202,916
44.3%
Program Services $255,305
55.7%
Investment Income $81
0.0%
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 $82,500
18.4%
Professional Fundraising Fees $0
Other Salaries and Wages $107,933
24.0%
Assets/Debt
Total Assets $233,099
Total Liabilities $21,711
Net Assets $211,388

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$418,694
Expenses
$401,346
Net Income
$17,348
Net Assets
$202,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $181,588
43.4%
Program Services $236,974
56.6%
Investment Income $132
0.0%
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 $87,501
21.8%
Professional Fundraising Fees $0
Other Salaries and Wages $80,543
20.1%
Assets/Debt
Total Assets $242,975
Total Liabilities $40,381
Net Assets $202,594

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$360,269
Expenses
$471,403
Net Income
-$111,134
Net Assets
$185,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,869
35.2%
Program Services $233,036
64.7%
Investment Income $364
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 $88,500
18.8%
Professional Fundraising Fees $0
Other Salaries and Wages $146,171
31.0%
Assets/Debt
Total Assets $220,789
Total Liabilities $35,543
Net Assets $185,246

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$538,984
Expenses
$602,672
Net Income
-$63,688
Net Assets
$312,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $276,841
51.4%
Program Services $261,577
48.5%
Investment Income $566
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 $82,500
13.7%
Professional Fundraising Fees $0
Other Salaries and Wages $203,264
33.7%
Assets/Debt
Total Assets $346,082
Total Liabilities $33,785
Net Assets $312,297

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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

Fiscal Year Ending Sept.
2005

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 Sept.
2004

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 Sept.
2003

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 Sept.
2002

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 Sept.
2001

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

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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