Pasadena Heritage EIN 95-3122313 Form 990 (PDF) Claim this org

Pasadena Heritage FY2020 filing

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Preserves and protects Pasadena's historic, architectural, and cultural resources through advocacy and education. For fiscal year 2020 it reported $398K in revenue, $462K in expenses, and $869K in net assets.Pt I

Type
Public charity (501(c)(3)) · Arts & Culture
Location
Pasadena, CA
Website
www.pasadenaheritage.org
Filings
5 on file (2020–2020)
Revenue
$398KFY2020
Expenses
$462K
Net assets
$869K
People
16
Filings
5
Updates
0
More identity details & actions ⌄
EIN  95-3122313 Public charity (501(c)(3)) Pasadena, CA
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Preserves and protects Pasadena's historic, architectural, and cultural resources through advocacy and education.
Leadership
Susan Mossman · Executive Dir. · $114K
Money in and out
$398K revenue, $462K expenses
Bottom line
63% program efficiency
Where the money goes · FY2020
Total revenue
$398K
Pt VIII · Ln 12
Total expenses
$462K
Pt IX · Ln 25
Net assets
$869K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$65K
Where spending went · Part IX cols B–D
Program services $0.63 Management & general $0.23 Fundraising $0.15
Program efficiency
63%
of spending reaches programs
Operating runway
20.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
-16%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$398K
FY2020
Expenses
$462K
FY2020
Total assets
$937K
FY2020
Total liabilities
$68K
FY2020
Total revenue
$398K
Pt VIII · Ln 12
Total expenses
$462K
Pt IX · Ln 25
Net assets
$869K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$65K
Total assetsPt X · Ln 16$937K
Program-expense ratioPt IX · col B63%
Voting members of governing bodyPt I · Ln 317
Independent voting membersPt I · Ln 417
Mission & Programs · Part III

Where the work happens

2 program services account for $290K of program spending, described in the organization's own filed words · FY2020.
01

Advocacy

Advocates for the preservation of architecturally significant building structures and sites seeks alternatives for endangered buildings and writes landmark nominations.

$280Kprogram expense
02

Public tours and events related to architecturally significant structures. The public and members toured historic buildings, cultural institutions and other treasured landmarks and were made aware of the importance of preservation.

$10Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPasadena Heritage
EINHdr · item D95-3122313
Principal addressHdr · item CPasadena, CA
WebsiteHdr · item Jwww.pasadenaheritage.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A99)
Ruling yearIRS BMFAug 1977

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a17
Independent voting membersPt VI · Ln 1b17
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Dir.
$114,450Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sue Mossman$139,308
Susan N Mossman$117,200$112,000
Susan Mossman$115,350$114,450

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$273K · 69%
Other revenue$56K · 14%
Program service revenue$53K · 13%
Investment income$15K · 4%
Contributions & grants69%$273K
Other revenue14%$56K
Program service revenue13%$53K
Investment income4%$15K
Total revenueLn 12$398K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.63 Management & general $0.23 Fundraising $0.15
Program services63%$290K
Management & general23%$104K
Fundraising15%$68K
Total functional expensesLn 25$462K

Balance Sheet

Part X · end of year
CashLn 1$111K
Total assetsLn 16$937K
Total liabilitiesLn 26$68K
Total net assetsLn 32$869K
Months of cash on handcomputed2.9

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $795K · Operating expenses/yr $462K
20.6 months
Where the money goes
Program services
Program services $290K · Total expenses $462K
63%
Management & General
Management & general $104K · Total expenses $462K
23%
Fundraising
Fundraising $68K · Total expenses $462K
15%
Cost to raise $1
Fundraising expense $68K · Solicited contributions $273K
$0.25 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $273K · Total revenue $398K
69%
Government reliance
Government grants — · Total revenue $398K
Earned-income share
Program service revenue $53K · Total revenue $398K
13%
Investment reliance
Investment income $15K · Total revenue $398K
+4%
Program self-sufficiency
Program service revenue $53K · Total expenses $462K
11%
Growth & trend
Revenue growth (YoY)
This year $398K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $869K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $398K · Expenses $462K
-16%
Liabilities-to-Assets
Total liabilities — · Total assets $937K
Net-asset ratio
Net assets $869K · Total assets $937K
93%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $685K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $937K
73%
People & payroll
Highest Reported Total Compensation
Individual Susan Mossman · Reported title Executive Dir. · Highest reported compensation $114K · Total expenses $462K
25%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $371K · Total expenses $462K
80%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 63%
Overhead ratio 23%
Fundraising cost ratio 25%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 2%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$22K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$664K revenue · ⤓ 990 PDF
FY2023$649K revenue · ⤓ 990 PDF
FY2022$909K revenue · ⤓ 990 PDF
FY2021$8.3M revenue · ⤓ 990 PDF
FY2020$398K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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