Oakland Heritage Alliance
Nonprofit profile at a glance
- EIN
- 942719035
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024
- Location
- Oakland, CA, USA
- Phone
- 5107639218
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $117,244
- Expenses
- $109,761
- Assets
- $146,060
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Daniel Levy (President)
- Mary Harper (Vice President)
People named in this filing
- Daniel Levy (President)
- Mary Harper (Vice President)
- Naomi Schiff (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Oakland Heritage Alliance is a non-profit membership organization which advocates the protection, preservation, and revitalization of Oaklands architectural, historic, cultural and natural resources through publications, education, and direct action.
What it reported doing in 2024
Oakland Heritage Alliance engages residents, policymakers, elected officials and others in exploring strategies to preserve Oaklands irreplaceable cultural and architectural heritage. Activities sponsored by the organization focus largely on educational, outreach and advocacy programs. Each summer our award winning walking tours introduce hundreds of people to Oaklands diverse architectural, cultural and natural heritage. These tours bring history alive and help people explore Oaklands vibrant and history-filled neighborhoods.Each year, to honor those who are helping preserve Oaklands history, whether it is the restoration of homes and commercial buildings, serving as preservation advocates, or preserving an important cultural heritage, Oakland Heritage Alliance presents its annual Partners in Preservation Awards. Our monthly lectures series brings outstanding preservationists, historians, architects, and cultural leaders to discuss important preservation issues with members and the public. One of the key roles Oakland Heritage Alliance plays in the city is to voice citizen support the protection of Oaklands historic resources.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 100
- Sustainability: 52
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71%; rating input score 71
- Program expense ratio: 75.1%; rating input score 75
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 6.4%; rating input score 51; 51st percentile among comparable filings
- Total-asset coverage ratio: 1.33; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 3% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 5.1% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 8% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 71% of revenue deployed · 75.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $82K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 51/100.