640 Heritage Preservation Foundati… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Barbara Kimport

Phone

4158727272

Tax Period

2024-01-01 to 2024-12-31

640 Heritage Preservation Foundation, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $6K in total revenue in fiscal year 2024. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $30K exceeded revenue, resulting in a 415% operating deficit.

Mission

The mission of the 640 Heritage Preservation Foundation is to preserve and celebrate the history, architecture and heritage of women's athletic clubs in San Francisco, with particular reference to the Women's Athletic Club of San Francisco, now known as the Metropolitan Club, through research, public education and funding activities.

Program Service Accomplishments

Program 1

Expenses: $12,200

Research and writing on the architects Bliss & Faville who designed the Woman's Athletic Club building at 640 Sutter Street.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,000

Program Service Revenue $0

Investment Income $1,799

Other Revenue $0

TOTAL REVENUE $5,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,200

Other Expenses $29,866

TOTAL EXPENSES $29,866

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,799	$26,656	-0.8%
Expenses	$29,866	$35,737	-0.2%
Net Income	$-24,067	$-9,081	+1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol Ann Rogers	President	2.00	Officer Director	$0	$0	$0
Helen Tyree	Vice President	2.00	Officer Director	$0	$0	$0
Crista Lucey	Treasurer	2.00	Officer Director	$0	$0	$0
Barbara Kimport	Secretary	2.00	Officer Director	$0	$0	$0
Marie Berggren	Director	2.00	Director	$0	$0	$0
Peggy Mitchell	Director	2.00	Director	$0	$0	$0
Jo-Ann Rose	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,799	$29,866	$823,536	$-24,067
2023	$26,656	$35,737	$848,296	$-9,081
2022	$14,188	$28,334	$856,862	$-14,146
2021	$56,298	$28,805	$870,903	$27,493
2020	$63,422	$56,955	$844,617	$6,467
2019	$411,992	$174,275	$837,525	$237,717
2018	$128,141	$158,166	$609,929	$-30,025

640 Heritage Preservation Foundation