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Nonprofit · EIN 94-2719035

OAKLAND HERITAGE ALLIANCE

Tax-exempt · OAKLAND, CA 94612

Financials

$106K$103K2023$117K$110K2024
Revenue Expenses · by fiscal year end
Financials of OAKLAND HERITAGE ALLIANCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$117,244$109,761$7,483$146,060–$146,060
June 30, 2024990-EZ$106,181$103,275$2,906$138,187–$138,187
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$67,602
Membership dues
$26,446
Program service revenue
$20,450
Investment income
$2,677
Net income from sales of inventory
$69

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$47,652
Professional fees and payments to contractors
$9,803
Occupancy
$12,649
Printing, publications and postage
$7,341
Other expenses
$32,316
Program services (functional)
$82,459

Balance sheet and other

Total assets, start of year
$138,187
Total assets, end of year
$146,060
Total liabilities, end of year
–
Net assets, end of year
$146,060
Cash, savings and investments
$143,316
Gross receipts
$117,294

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Daniel LevyPresident24$0
Mary HarperVice President8$0
Naomi SchiffSecretary6$0
Feleciai FavrothTreasurer10$0
Charles BucherDirector2$0
Alison FinlayDirector2$0
Tom HawDirector2$0
Kathryn HughesDirector2$0
Amelia MarshallDirector4$0
Linda TaylorDirector2$0
990-EZ for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
Daniel LevyPresident24$0
Mary HarperVice President2$0
Naomi SchiffSecretary6$0
Feleciai FavrothTreasurer8$0
Charles BucherDirector2$0
Alison FinlayDirector2$0
Tom HawDirector2$0
Kathryn HughesDirector2$0
Amelia MarshallDirector2$0
Linda TaylorDirector2$0

Address and contacts

Address (IRS master file)
446 17TH STREET, OAKLAND, CA 94612-2836
Signed the 990-EZ
Daniel Levy, President
Phone
(510) 763-9218
Return prepared by
REGALIA BERGER & BERGER CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2719035 or by the name OAKLAND HERITAGE ALLIANCE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $82,459

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
94-2719035
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
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$146,060
Income (IRS master file)
$117,294

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$117,244$109,761$146,060XML
990-EZJune 2024$106,181$103,275$138,187XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––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 94-2719035).

Questions about OAKLAND HERITAGE ALLIANCE

What is the EIN of OAKLAND HERITAGE ALLIANCE?
The employer identification number (EIN) of OAKLAND HERITAGE ALLIANCE is 94-2719035.
Is OAKLAND HERITAGE ALLIANCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to OAKLAND HERITAGE ALLIANCE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OAKLAND HERITAGE ALLIANCE 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 OAKLAND HERITAGE ALLIANCE due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OAKLAND HERITAGE ALLIANCE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of OAKLAND HERITAGE ALLIANCE?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does OAKLAND HERITAGE ALLIANCE have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $117,244, expenses of $109,761 and total assets of $146,060 at year end.

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