ARCHITECTURAL HERITAGE FOUNDATION INC (EIN 042400219) - Form 990 Financial Analysis & Trantor Score

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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

1966

Legal Domicile

Principal Officer

SEAN MCDONNELL

Phone

6175237210

Tax Period

2023-10-01 to 2024-09-30

ARCHITECTURAL HERITAGE FOUNDATION INC, founded in 1966, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $963K, a strong 26% operating margin.

Mission

ARCHITECTURAL HERITAGE FOUNDATION, INC ("AHF") WAS ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS ON AUGUST 17, 1966 FOR THE PURPOSE OF PRESERVING BUILDINGS HAVING HISTORICALLY SIGNIFICANT OR NOTABLE BUILDING OR LANDSCAPE ARCHITECTURE, IN AN ECONOMICALLY VIABLE FASHION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,880,379

Program Service Revenue $789,271

Investment Income $983,446

Other Revenue $0

TOTAL REVENUE $3,653,096

Expense Breakdown

Grants Paid $2,750

Salaries & Benefits $1,102,523

Fundraising Expenses $10,366

Program Expenses $2,140,885

Other Expenses $1,584,969

TOTAL EXPENSES $2,690,242

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,653,096	$1,733,370	+1.1%
Expenses	$2,690,242	$2,664,935	+0.0%
Net Income	$962,854	$-931,565	-2.0%

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

Volunteers

N/A

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

$371,102

Total Directors

$371,102

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN MCDONNELL	PRESIDENT/DIRECTOR	40.00	Officer Director	$303,686	$67,416	$371,102
LISA M CAMPOLI	CHAIR/DIRECTOR	1.00	Officer Director	$0	$0	$0
SAMUEL L RICHARDSON	CLERK/DIRECTOR	1.00	Officer Director	$0	$0	$0
LORYN SHEFFNER	TREASURER (APPT. 8/14/24)/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARIANA S WEBB	TREASURER (UNTIL 8/14/24)	1.00	Officer	$0	$0	$0
KARA ANDERSON	SENIOR PROJECT MANAGER	35.00	Highest	$118,823	$51,219	$170,042
JACOB SANDERS	PROJECT EXECUTIVE	40.00	Highest	$140,885	$8,470	$149,355
STEPHANIE HANSEN	SPEEDWAY GENERAL MANAGER	40.00	Highest	$125,255	$15,124	$140,379
SANDRA CAPPADONA	OFFICE MANAGER	31.00	Highest	$102,020	$37,410	$139,430

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	$3,653,096	$2,690,242	$28,015,756	$962,854
2023	$1,733,370	$2,664,935	$27,031,850	$-931,565
2022	$2,233,786	$2,342,509	$28,241,005	$-108,723
2021	$2,003,860	$1,728,337	$31,460,297	$275,523
2020	$-46,073	$1,529,769	$30,137,143	$-1,575,842
2019	$927,276	$1,262,824	$31,488,140	$-335,548
2018	$690,368	$1,082,175	$23,518,618	$-391,807

ARCHITECTURAL HERITAGE FOUNDATION INC