BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION (EIN 510180759) - 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

1974

Legal Domicile

Principal Officer

Leila Moncharsh

Phone

5108412242

Tax Period

2023-06-01 to 2024-05-31

BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION, founded in 1974, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $121K exceeded revenue, resulting in a 36% operating deficit.

Mission

The exempt purpose of Berkeley Architectural Heritage Assn. is to educate the community to encourage and secure preservation of those structures, sites and areas which have special architectural, historic or aesthetic value contributing to the enrichment of Berkeley's environment and heritage.

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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 $61,643

Program Service Revenue $35,843

Investment Income $500

Other Revenue $-9,093

TOTAL REVENUE $88,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,939

Fundraising Expenses $0

Program Expenses $121,298

Other Expenses $50,359

TOTAL EXPENSES $121,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,893	$56,592	+0.6%
Expenses	$121,298	$102,081	+0.2%
Net Income	$-32,405	$-45,489	-0.3%

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

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

Total Directors

Key Employees

$41,020

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Bruce	Executive Director	20	Key Emp	$33,500	$0	$33,500
Francis Cappelletti	Archives Specialist	10	Key Emp	$7,520	$0	$7,520
Arlene Silk	Vice President	10	Officer Director	$0	$0	$0
Victoria Williams	Secretary	10	Officer Director	$0	$0	$0
Kevin Kaatz	President	20	Officer Director	$0	$0	$0
Steven Finacom	Director	5	Director	$0	$0	$0
Shelby Kendrick	Director	5	Director	$0	$0	$0
Patrick Sheahan	Director	5	Director	$0	$0	$0
Chris Linvill	Director	5	Director	$0	$0	$0
James Grandison	Director	5	Director	$0	$0	$0
Ann Killebrew	Director	5	Director	$0	$0	$0
Margaretta Lovell	Director	5	Director	$0	$0	$0
Jane McKinne-Mayer	Director	5	Director	$0	$0	$0
Carolyn McNiven	Director	5	Director	$0	$0	$0
Leila Moncharsh	Treasurer	10	Officer Director	$0	$0	$0
Sarah Wikander	Director	5	Director	$0	$0	$0
Maxwell Zinkievich	Director	5	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$88,893	$121,298	$370,104	$-32,405
2023	$56,592	$102,081	$402,509	$-45,489
2022	$104,522	$90,967	$447,998	$13,555
2021	$100,108	$79,906	$433,770	$20,202

BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION