Berkeley Architectural Heritage Association

Berkeley, CA · Public charity (501(c)(3)) · Arts & Culture

✓ Tax-deductible Latest data FY2025
Revenue
$219K
▲ +146% vs prior year
Spent
$210K
To programs
48%
Net assets
$379K

Form 990 for the fiscal year ending May 2025 (IRS tax year 2024).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
1 funder — Myriad Consulting and Training Incorporated
$15K in the latest grant year.
Spent on programs?
48% to programs
Form 990 Part IX, latest filing.
Size and trend
$100K–1M
↑ +146% vs prior year
Legal name (IRS)Hdr · item CBerkeley Architectural Heritage Association
EINHdr · item D51-0180759
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 1976
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CBerkeley, CA
NTEE classificationIRS BMFArts & Culture (A82Z)
WebsiteHdr · item Jwww.berkeleyheritage.com

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.48 Management & general $0.52
Program services48%$101K
Management & general52%$108K
Total functional expensesLn 25$210K

Financial health

Revenue & expenses by yearFY2021–FY2025
Revenue
$219K
FY2025▲ +146%
Expenses
$210K
FY2025▲ +73%
Program efficiency
48%
of spending reaches programs▼ -52% vs prior filing year
Operating runway
19.3mo
months of highly liquid reserves at operating expense rate▼ -40% vs prior filing year
Surplus margin
+4%
revenue over expenses, this year▲ +111% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$379K
FY2025▲ +2%
Total liabilities
$0
FY2025
Revenue less expensesPt I · Ln 19$9K
Total assetsPt X · Ln 16$379K
Program-expense ratioPt IX · col B48%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 414

Balance Sheet

Part X · end of year
CashLn 1$336K
Total assetsLn 16$379K
Total liabilitiesLn 26$0
Total net assetsLn 32$379K
Months of cash on handcomputed19.3

Statement of Revenue

Part VIII
Program service revenue$188K · 86%
Contributions & grants$51K · 23%
Program service revenue86%$188K
Contributions & grants23%$51K
Investment income$330
Total revenueLn 12$219K

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $336K · Operating expenses/yr $210K
19.3 months
Where the money goes
Program services
Program services $101K · Total expenses $210K
48%
Management & General
Management & general $108K · Total expenses $210K
52%
Fundraising
Fundraising $0 · Total expenses $210K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $53K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $51K · Total revenue $219K
23%
Government reliance
Government grants $0 · Total revenue $219K
0%
Earned-income share
Program service revenue $188K · Total revenue $219K
86%
Investment reliance
Investment income $330 · Total revenue $219K
+0.2%
Program self-sufficiency
Program service revenue $188K · Total expenses $210K
90%
Growth & trend
Revenue growth (YoY)
This year $219K · Prior year $89K
+146%
Revenue CAGR
FY2020 $100K · FY2024 $219K
+22%
Net-asset trend (YoY)
End of year $379K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $219K · Expenses $210K
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $379K
—
Net-asset ratio
Net assets $379K · Total assets $379K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $379K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Anthony Bruce · Reported title Executive Director · Highest reported compensation $35K · Total expenses $210K
17%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $61K · Total expenses $210K
29%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 48%——
Overhead ratio 52%——
Fundraising cost ratio 0%——
Revenue growth 146%——
Investment management fee ratio 0%——
Legal fee ratio 0%——
Accounting fee ratio 0%——
Fundraising fee ratio 0%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$35,360Pt VII · Sec A
Archives Specialist
$7,490Pt VII · Sec A
Deputy Executive Director
$6,665Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Anthony Bruce’s $35K as Executive Director is at the 30th percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
Anthony Bruce$35,360$33,500$32,400$32,200
Stephanie Manning$6,665——$10,399
Francis Cappelletti$7,490$7,520$7,667$5,413

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Preserves Berkeley's historic buildings and sites through community education.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $93K of program spending, described in the organization's own filed words · FY2024.
01

We continued to maintain our headquarters building, the historic landmark McCreary/Greer Hours.

$91Kprogram expense
02

Employees conducted membership renewals, administrative duties, keeping organization running. Running events and tours.

$2Kprogram expense
03

Historical research on the history and architecture of buildings and people in Berkeley was conducted by our staff upon request by email or by telephone, a service that we are known for. But the research office was closed to the public for health and safety reasons.

Pt IX · col B

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$15K

Filing history

YearRevenueExpensesChangeFiling
FY2025 Latest Viewing $219K$210K+146% 990 PDF
FY2024 $89K$121K+57% 990 PDF
FY2023 $57K$102K-43% 990 PDF
FY2022 Not on file
FY2021 $100K$80K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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