Nonprofit · EIN 94-2719035
OAKLAND HERITAGE ALLIANCE
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $117,244 | $109,761 | $7,483 | $146,060 | – | $146,060 |
| June 30, 2024 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Levy | President | 24 | $0 |
| Mary Harper | Vice President | 8 | $0 |
| Naomi Schiff | Secretary | 6 | $0 |
| Feleciai Favroth | Treasurer | 10 | $0 |
| Charles Bucher | Director | 2 | $0 |
| Alison Finlay | Director | 2 | $0 |
| Tom Haw | Director | 2 | $0 |
| Kathryn Hughes | Director | 2 | $0 |
| Amelia Marshall | Director | 4 | $0 |
| Linda Taylor | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Levy | President | 24 | $0 |
| Mary Harper | Vice President | 2 | $0 |
| Naomi Schiff | Secretary | 6 | $0 |
| Feleciai Favroth | Treasurer | 8 | $0 |
| Charles Bucher | Director | 2 | $0 |
| Alison Finlay | Director | 2 | $0 |
| Tom Haw | Director | 2 | $0 |
| Kathryn Hughes | Director | 2 | $0 |
| Amelia Marshall | Director | 2 | $0 |
| Linda Taylor | Director | 2 | $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
- Website
- www.oaklandheritage.org
- 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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $117,244 | $109,761 | $146,060 | XML |
| 990-EZ | June 2024 | $106,181 | $103,275 | $138,187 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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.
Other nonprofits in OAKLAND
- KAISER FOUNDATION HEALTH PLAN INC EIN 94-1340523 · last filed 990 for 2024
- KAISER FOUNDATION HOSPITALS EIN 94-1105628 · last filed 990 for 2024
- KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC EIN 52-0954463 · last filed 990 for 2024
- KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST EIN 93-0798039 · last filed 990 for 2024
- KAISER FOUNDATION HEALTH PLAN OF COLORADO EIN 84-0591617 · last filed 990 for 2024
- KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC EIN 58-1592076 · last filed 990 for 2024
- CAMP BOWIE SERVICE CENTER EIN 94-3299123 · last filed 990 for 2024
- LOKAHI ASSURANCE LTD EIN 91-2171891 · last filed 990 for 2024