Bosco-Milligan Foundation Architectural Heritage Center (EIN 943090169) - 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

1987

Legal Domicile

Principal Officer

PEGGY MORETTI

Phone

5032317264

Tax Period

2023-01-01 to 2023-12-31

Bosco-Milligan Foundation Architectural Heritage Center, founded in 1987, is a small nonprofit that reported $412K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $562K exceeded revenue, resulting in a 37% operating deficit.

Mission

THE ARCHITECTURAL HERITAGE CENTER INSPIRES PEOPLE TO CONSERVE THE ART, CRAFT, AND CONTEXT OF HISTORIC BUILDINGS AND PLACES TO PROMOTE OUR CULTURAL HERITAGE AS A VITAL ELEMENT OF LIVABLE, SUSTAINABLE COMMUNITIES.

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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 $379,533

Program Service Revenue $21,857

Investment Income $0

Other Revenue $10,364

TOTAL REVENUE $411,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,856

Fundraising Expenses $67,671

Program Expenses $376,427

Other Expenses $306,562

TOTAL EXPENSES $562,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$411,754	$576,193	-0.3%
Expenses	$562,418	$583,956	0.0%
Net Income	$-150,664	$-7,763	+18.4%

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

$71,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE WHITLOCK	Executive Dir.	40.00	Officer	$38,653	$3,704	$42,357
PEGGY MORETTI	INTERIM EX DIR	40.00	Officer	$29,440	$0	$29,440
DENYSE MCGRIFF	President	1.00	Officer Director	$0	$0	$0
TRACY PRINCE	Vice President	1.00	Officer Director	$0	$0	$0
ROBERT KRAFT	Secretary	1.00	Officer Director	$0	$0	$0
DAN SMITH	Treasurer	1.00	Officer Director	$0	$0	$0
STEVE DOTTERRER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LINCOLN TUCHOW	Director	1.00	Director	$0	$0	$0
JOAN PLANK	Director	1.00	Director	$0	$0	$0
JOHN LIU	Director	1.00	Director	$0	$0	$0
HARRIS MATARAZZO	Director	1.00	Director	$0	$0	$0
RICK MICHAELSON	Director	1.00	Director	$0	$0	$0
KIMBERLY MORELAND	Director	1.00	Director	$0	$0	$0
JACQUELINE PETERSON LOOMIS	Director	1.00	Director	$0	$0	$0
WENDY RAHM	Director	1.00	Director	$0	$0	$0
HANNAH ALLENDER	Director	1.00	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
2024	No data	No data	No data	No data
2023	$411,754	$562,418	$2,580,727	$-150,664
2022	$576,193	$583,956	$2,638,160	$-7,763
2021	$834,708	$505,634	$2,870,580	$329,074
2020	$377,725	$521,984	$2,781,920	$-144,259
2019	$660,355	$498,716	$2,698,344	$161,639
2018	$446,513	$443,082	$2,401,296	$3,431

Bosco-Milligan Foundation Architectural Heritage Center