BERKELEY HISTORIC BUILDING FUND

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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

2023

Legal Domicile

Principal Officer

MICHAEL SCHARFF

Phone

5108483227

Tax Period

2024-01-01 to 2024-12-31

BERKELEY HISTORIC BUILDING FUND, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $149K in total revenue in fiscal year 2024. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 84% operating margin.

Mission

TO ASSIST IN IDENTIFYING, REPAIRING, RENOVATING, RESTORING AND SAVING SIGNIFICANT AND HISTORIC BUILDINGS AND PROPERTIES WITHIN BERKELEY, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $0

IDENTIFIED SIGNIFICANT AND HISTORIC BUILDINGS AND PROPERTIES WITHIN BERKELEY, CALIFORNIA.

Program 2

Expenses: $22,500

PROVIDED FUNDING TO REPAIR A BUILDING ON THE NATIONAL REGISTER OF HISTORIC PLACES IN BERKELEY, CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $146,289

Program Service Revenue $0

Investment Income $2,712

Other Revenue $0

TOTAL REVENUE $149,001

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $694

Program Expenses $22,500

Other Expenses $1,650

TOTAL EXPENSES $24,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,001	$49,893	+2.0%
Expenses	$24,150	$569	+41.4%
Net Income	$124,851	$49,324	+1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER CARR	DIRECTOR	1.00	Director	$0	$0	$0
JANA OLSON	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SHARPE	DIRECTOR	1.00	Director	$0	$0	$0
ERIC ALLMAN	CEO/DIRECTOR	2.00	Officer	$0	$0	$0
MICHAEL SCHARFF	TREASURER	2.00	Officer	$0	$0	$0
BARRY ENDICK	SECRETARY	2.00	Officer	$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	$149,001	$24,150	$170,225	$124,851