Nonprofit · EIN 94-2569465
CALIFORNIA PRESERVATION FOUNDATION
Also known as CINDY HEITZMAN
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $454,638 | $463,407 | -$8,769 | $586,156 | $41,574 | $544,582 |
| September 30, 2024 | 990 | $464,454 | $458,646 | $5,808 | $592,740 | $39,389 | $553,351 |
| September 30, 2023 | 990 | $503,520 | $374,541 | $128,979 | $584,219 | $36,676 | $547,543 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $200,875
- Program service revenue
- $240,652
- Investment income
- $12,196
- Other revenue
- $915
Expenses
- Grants and similar amounts paid
- $1,999
- Compensation of officers, directors and key employees
- $107,350
- Other salaries and wages
- $132,876
- Salaries, compensation and benefits (total)
- $266,402
- Professional fundraising fees
- $0
- Legal fees
- $1,050
- Accounting fees
- $7,472
- Occupancy
- $34,277
- Travel
- $9,186
- Program services (functional)
- $308,512
- Management and general (functional)
- $86,209
- Fundraising (functional)
- $68,686
Balance sheet and other
- Total assets, start of year
- $592,740
- Total assets, end of year
- $586,156
- Total liabilities, end of year
- $41,574
- Net assets, end of year
- $544,582
- Net assets without donor restrictions
- $411,556
- Net assets with donor restrictions
- $133,026
- Gross receipts
- $454,638
- Employees
- 3
- Volunteers
- 429
- Year formed
- 1978
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cindy Heitzman | Executive Director Key employee | 40 | $105,533 |
| Carson Anderson | Vice President Development Trustee or director, Officer | 1 | $0 |
| Antonio Castillo | Trustee Trustee or director | 0.75 | $0 |
| Gretchen Hilyard Boyce | Vice President Programs Trustee or director, Officer | 1.5 | $0 |
| Laura Dominguez | Trustee Trustee or director | 0.75 | $0 |
| Annabel Enriquez | President Trustee or director, Officer | 1.5 | $0 |
| Trudi Sandmeier | Trustee Trustee or director | 0.75 | $0 |
| Matthew Worster | Treasurer Trustee or director, Officer | 1 | $0 |
| Nicole Hernandez | Secretary Trustee or director, Officer | 0.75 | $0 |
| Megan Carver | Trustee Trustee or director | 0.75 | $0 |
| Clare Flynn | Trustee Trustee or director | 0.75 | $0 |
| Tony Gonzalez | Trustee Trustee or director | 3 | $0 |
| Paul Halajian AIA | Trustee Trustee or director | 0.75 | $0 |
| Lynette Hall | Trustee Trustee or director | 1.25 | $0 |
| Diana Hayton | Trustee Trustee or director | 0.75 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bridget Maley | Trustee Trustee or director | 1.25 | $0 |
| Jim Prager | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cindy Heitzman | Executive Director | 40 | $103,600 |
| Paul Halajian | Trustee Trustee or director | 0.75 | $0 |
| Sarah Kozal Esq | Trustee Trustee or director | 0.75 | $0 |
| Rita Cofield | Secretary Trustee or director, Officer | 0.75 | $0 |
| Jeff Caldwell PE | President Trustee or director, Officer | 1.25 | $0 |
| Nicole Hernandez | Trustee Trustee or director | 0.75 | $0 |
| Carson Anderson | Trustee Trustee or director | 0.75 | $0 |
| Antonio Castillo | Trustee Trustee or director | 0.75 | $0 |
| Gretchen HilyardBoyce | Trustee Trustee or director | 0.75 | $0 |
| Michael Gibson Esq | VP Development Trustee or director, Officer | 0.75 | $0 |
| Laura Dominguez | Trustee Trustee or director | 0.75 | $0 |
| Bridget Maley | Trustee Trustee or director | 0.75 | $0 |
| Annabel Enriquez | Treasurer Trustee or director, Officer | 0.75 | $0 |
| Trudi Sandmeier | Trustee Trustee or director | 0.75 | $0 |
| Matthew Worster | Trustee Trustee or director | 0.75 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cindy Heitzman | Executive Director Key employee | 40 | $95,494 | $510 |
| Sarah Kozal Esq | Trustee Trustee or director | 0.75 | $0 | $0 |
| Rita Cofield | Trustee Trustee or director | 0.75 | $0 | $0 |
| Jeff Caldwell PE | President Trustee or director, Officer | 1.25 | $0 | $0 |
| Christina Dikas | Vice President Program Trustee or director, Officer | 0.75 | $0 | $0 |
| Carson Anderson | Trustee Trustee or director | 0.75 | $0 | $0 |
| Antonio Castillo | Trustee Trustee or director | 0.75 | $0 | $0 |
| Gretchen Hilyard Boyce | Trustee Trustee or director | 0.75 | $0 | $0 |
| Michael Gibson Esq | Vice President Development Trustee or director, Officer | 0.75 | $0 | $0 |
| Laura Dominguez | Trustee Trustee or director | 0.75 | $0 | $0 |
| Leslie Paloroan | Trustee Trustee or director | 0.75 | $0 | $0 |
| Shayne Watson | Trustee Trustee or director | 0.75 | $0 | $0 |
| Annabel Enriquez | Treasurer Trustee or director | 0.75 | $0 | $0 |
| Trudi Sandmeier | Trustee Trustee or director | 0.75 | $0 | $0 |
| Christine Lazzaretto | Trustee Trustee or director | 0.75 | $0 | $0 |
| Matthew Worster | Trustee Trustee or director | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 THE EMBARCADERO STE 120, SAN FRANCISCO, CA 94105-1215
- Principal officer (990 for 2024)
- Cindy Heitzman, 101 The Embarcadero Suite 120, SANFRANCISCO, CA 94105
- Signed the 990
- Cindy Heitzman, Executive Director
- Phone
- (415) 495-0349
- Return prepared by
- Robin Braverman Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2569465 or by the name CALIFORNIA PRESERVATION FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROMOTE, ENCOURAGE, SUPPORT, AND CONDUCT PROGRAMS FOR EDUCATION, ADVOCACY, AND RESEARCH RELATING TO THE PRESERVATION AND ENHANCEMENT OF THE HISTORIC BUILT ENVIRONMENT
Program accomplishments
- FY2024/25 was a landmark year for CPFs educational programming. Our annual California Preservation Conference, held in Sacramento, brought more than 675 preservation professionals, community leaders, students, and advocates together for four days of education, networking, and advocacy in the State Capitol. The conference featured dozens of sessions on preservation, climate resilience, economic revitalization, and housing, while connecting attendees with state policymakers and preservation leaders. A conference highlight was a half-day forum exploring how thoughtfully designed standards can increase missing middle housing while protecting Californias historic homes and neighborhoods. Throughout the year, CPF also presented more than 30 webinars and educational programs reaching over 4,100 participants statewide. Doors Open California continued to expand, opening more than 70 historic sites to the public. CPF also invested in the next generation through scholarships, paid student fellowships, and research opportunities under our Underrecognized California initiative.Expenses $230,630 · grants $1,999 · revenue $138,112
- FY24/25 marked a major expansion of CPFs advocacy leadership. During the Sacramento Conference, CPF organized its first-ever Preservation Lobby Day at the State Capitol, bringing advocates together to meet directly with legislators. This event strengthened CPFs presence as the statewide voice for preservation and created a new model for member engagement. CPF also co-sponsored AB 1265 with Assemblymember Matt Haney to renew and expand Californias Historic Preservation Tax Credit. This significant initiative promotes historic rehabilitation as an economic development and housing strategy by encouraging adaptive reuse, revitalizing communities, and creating jobs. Throughout the year, CPF mobilized members through advocacy alerts, coalition building, and direct engagement with policymakers. These efforts strengthened its statewide Advocacy Network, ensuring preservation remained central to discussions regarding housing,Expenses $62,164
- CPF continued to broaden the stories represented in Californias historic places through research and National Register nominations through our Underrecognized California program, employing students to prepare nominations under the guidance of preservation consulting firms. During FY24/25, the Foundation successfully secured listing of the James Dodd Office Building in Sacramento on the National Register of Historic Places, recognizing the work of Sacramentos first African American architect and preserving the legacy of a pioneering Black design professional. CPF also began documenting the Firma Lodge in Vallejo for nomination to the National Register. For more than a century, the lodge has served as an important civic, cultural, and fraternal gathering place for Vallejos African American community, making it a significant symbol of the citys Black history and heritage.Together, these projects demonstrate CPFs commitment to preserving Californias diverse history and ensuring that the stories reflected in our historic places represent the full breadth of the states communities.Expenses $15,718
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 94-2569465
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $586,156
- Income (IRS master file)
- $454,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $454,638 | $463,407 | $586,156 | XML |
| 990 | September 2024 | $464,454 | $458,646 | $592,740 | XML |
| 990 | September 2023 | $503,520 | $374,541 | $584,219 | XML |
| 990 | September 2022 | $427,048 | $355,666 | $493,472 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2569465).
Questions about CALIFORNIA PRESERVATION FOUNDATION
- What is the EIN of CALIFORNIA PRESERVATION FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA PRESERVATION FOUNDATION is 94-2569465.
- Is CALIFORNIA PRESERVATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to CALIFORNIA PRESERVATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA PRESERVATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA PRESERVATION FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA PRESERVATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CALIFORNIA PRESERVATION FOUNDATION?
- The 990 for the year ended September 30, 2025 names Cindy Heitzman.
- Who are the officers and directors of CALIFORNIA PRESERVATION FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $105,533 (Cindy Heitzman, Executive Director).
- How much revenue does CALIFORNIA PRESERVATION FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $454,638, expenses of $463,407 and total assets of $586,156 at year end.
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