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Livermore Heritage Guild

Tax-deductible

Livermore, CA501(c)(3)Since 1973 EIN 23-7360265Revenue $112K in FY2025

On file with the IRSlhg.orgPo Box 961, 94551-0961 · Livermore, CATax-exempt since Jun 1974Publicly supported — 509(a)(2)

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The mission of the Livermore Heritage Guild is to ensure awareness and protection of livermore's rich Heritage through public advocacy and by collecting, preserving, interpreting, and sharing historic resources for the education and enjoyment of all. The guild's mission is expressed in its motto "saving yesterday for tomorrow."

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $59K a year · 37% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Plus $763K in investments, Pt X · Ln 11–13
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$503
0.05% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$112K
-15% vs prior year
Spent
$111K
To programs
82%
Net assets
$932K
By yearFY2020–FY2025
Revenue
$112K
FY2025▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2020$326K
FY2021$97K
FY2022$139K
FY2023$153K
FY2024$131K
FY2025$112K
Expenses
$111K
FY2025▼ -22%
Tap a bar for its year
Expenses by fiscal year
FY2020$60K
FY2021$74K
FY2022$95K
FY2023$123K
FY2024$141K
FY2025$111K
Net assets
$932K
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$845K
FY2021$860K
FY2022$822K
FY2023$859K
FY2024$917K
FY2025$932K

From the FY2025 Form 990 (year ending September 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $90K Management & general 18% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Will Bolton
President
$0Pt VII · Sec A
Harry Briley
VP Programs
$0Pt VII · Sec A
Donna Stevens
VP Membershi
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Susan Junk
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Livermore Heritage Guild executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates the public about local history through newsletters, talks, and book sales.

Questions for Livermore Heritage Guild

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Provided by the organization

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1 program · $90K · in their own filed words · FY2024
01

LHG is the quintessential community-based all-volunteer 501(c)3 educational non-profit organization. We operate on the goodwill of hundreds of members and dozens of volunteers who dedicate their time and resources. The LHG manages three city-owned historic properties in the public interest.

$90Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$12K
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$112K
Ln 12
Gifts and grantsLn 1h$54K
Other incomeLn 4–11$33K
Investment incomeLn 3$25K
Money outPt IX
$111K
Ln 25
Programscol B$90K
Managementcol C$20K
Owns and owesPt X
$932K
net assets · Ln 32
Cash and savingsLn 1–2$145K
Total assetsLn 16$932K
LiabilitiesLn 26$503
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$54K
Noncash giftsLn 1g$1K
Fundraising eventsLn 1c$24K
Investment incomeLn 3$25K
Other incomeLn 4–11$33K
Gains on assetsLn 7−$97
Total revenueLn 12$112K
Assets in detailPt X, end of year
CashLn 1$61K
SavingsLn 2$84K
Cash and savings togetherLn 1–2$145K
InvestmentsLn 11–13$763K
Land, buildings, equipmentLn 10c$5K
Total assetsLn 16$932K
LiabilitiesLn 26$503
Net assetsLn 32$932K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$158K$145K
InvestmentsLn 11–13$718K$763K
Land, buildings, equipmentLn 10c$17K$5K
Total assetsLn 16$917K$932K
LiabilitiesLn 26$419$503
Net assetsLn 32$917K$932K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$6K$6K
Advertising and promotionLn 12$552$552
Office expensesLn 13$6K$6K
Information technologyLn 14$1K$1K
OccupancyLn 16$8K$8K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$61K$61K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$111K$90K$20K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $112K$111K$1K$932K 990 PDF
FY2024 $131K$141K−$10K$917K 990 PDF
FY2023 $153K$123K$30K$859K 990 PDF
FY2022 $139K$95K$45K$822K 990 PDF
FY2021 $97K$74K$23K$860K 990 PDF
FY2020 $326K$60K$267K$845K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $111,952 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $48,117$53,837
I-9 Program service revenuePrior year $50,000$0
I-10 Investment incomePrior year $23,105$24,678
I-11 Other revenuePrior year $10,202$33,437
I-12 Total revenuePrior year $131,424$111,952
I-13 Grants and similar amounts paidPrior year $2,000$2,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $139,056$108,691
I-18 Total expensesPrior year $141,056$110,691
I-19 Revenue less expensesPrior year −$9,632$1,261
Part VI · Governance 6 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $111,952 across 10 lines filed
Lines not itemized here account for $653 of total revenue; see the IRS return.
VIII-1b Membership dues$5,610
VIII-1c Fundraising events$24,007
VIII-1f All other contributions, gifts and grants$24,220
VIII-1g Noncash contributions (included above)$1,075
VIII-1h Total contributions, gifts and grants$53,837
VIII-3 Investment incomeRelated to mission $24,775$24,775
VIII-6 Net rental income or lossRelated to mission $10,500$10,500
VIII-7 Net gain or loss on sales of assetsRelated to mission −$97−$97
VIII-8 Net income from fundraising events$22,284
VIII-12 Total revenueRelated to mission $35,831$111,952
Part IX · Statement of functional expenses $110,691 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $2,000$2,000
IX-11c Accounting feesManagement $3,547$3,547
IX-11f Investment management feesManagement $5,996$5,996
IX-12 Advertising and promotionPrograms $552$552
IX-13 Office expensesPrograms $5,938$5,938
IX-14 Information technologyPrograms $1,027$1,027
IX-16 OccupancyPrograms $7,881$7,881
IX-22 Depreciation, depletion and amortizationPrograms $3,041$3,041
IX-23 InsuranceManagement $10,757$10,757
IX-24 Other expenses (24a–d)Programs $60,707$60,707
IX-24e All other expensesPrograms $9,245$9,245
IX-25 Total functional expensesPrograms $90,391 · Management $20,300 · Fundraising $0$110,691
Part X · Balance sheet $932,474 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $128,455$61,117
X-2 Savings and temporary cash investmentsStart of year $29,564$83,744
X-8 Inventories for sale or useStart of year $24,150$18,782
X-9 Prepaid expenses and deferred charges$411
X-10c Land, buildings and equipment, netStart of year $16,981$5,445
X-11 Publicly traded securitiesStart of year $718,134$762,975
X-16 Total assetsStart of year $917,284$932,474
X-17 Accounts payable and accrued expensesStart of year $419$503
X-26 Total liabilitiesStart of year $419$503
X-32 Total net assets or fund balancesStart of year $916,865$931,971
X-33 Total liabilities and net assetsStart of year $917,284$932,474
Part XI · Reconciliation of net assets $931,971 net assets at year end
XI-1 Total revenue$111,952
XI-2 Total expenses$110,691
XI-3 Revenue less expenses$1,261
XI-4 Net assets at start of year$916,865
XI-5 Net unrealized gains (losses) on investments$26,167
XI-9 Other changes in net assets−$12,322
XI-10 Net assets at end of year$931,971

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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