Nonprofit · EIN 51-0180759
BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $218,531 | $209,536 | $8,995 | $379,105 | $0 | $379,105 |
| May 31, 2024 | 990 | $88,893 | $121,298 | -$32,405 | $370,104 | $0 | $370,104 |
| May 31, 2023 | 990 | $56,592 | $102,081 | -$45,489 | $402,509 | $0 | $402,509 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $51,275
- Membership dues
- $51,275
- Program service revenue
- $188,475
- Investment income
- $330
- Net rental income
- -$42,859
- Other revenue
- -$21,549
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $42,025
- Other salaries and wages
- $13,925
- Salaries, compensation and benefits (total)
- $60,569
- Professional fundraising fees
- $0
- Program services (functional)
- $101,373
- Management and general (functional)
- $108,163
Balance sheet and other
- Total assets, start of year
- $370,104
- Total assets, end of year
- $379,105
- Total liabilities, end of year
- $0
- Net assets, end of year
- $379,105
- Land, buildings and equipment
- $4,412
- Gross receipts
- $309,830
- Employees
- 6
- Volunteers
- 50
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Bruce | Executive Director Trustee or director, Officer | 30 | $35,360 |
| Francis Cappelletti | Archives Specialist Key employee | 4 | $7,490 |
| Stephanie Manning | Deputy Executive Director Trustee or director | 2 | $6,665 |
| Victoria Williams | Secretary Trustee or director | 2 | $0 |
| Steven Finacom | Director Trustee or director | 2 | $0 |
| Shelby Kendrick | Director Trustee or director | 2 | $0 |
| Chris Linvill | Director Trustee or director | 2 | $0 |
| James Grandison | Director Trustee or director | 2 | $0 |
| Margaretta Lovell | Director Trustee or director | 2 | $0 |
| Jane McKinne-Mayer | Director Trustee or director | 2 | $0 |
| Sarah Wikander | Director Trustee or director, Officer | 2 | $0 |
| Maxwell Zinkievich | Director Trustee or director | 2 | $0 |
| Aaron Goldstein | Director Trustee or director | 2 | $0 |
| Tim Hansen | Director Trustee or director | 2 | $0 |
| Pamela Rouse | Director Trustee or director | 2 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Kaatz | President Officer | 3 | $0 |
| Carolyn McNiven | 1st Vice President Officer | 2 | $0 |
| Leila Moncharsh | Treasurer Officer | 2 | $0 |
| Arlene Silk | 2nd Vice President Officer | 2 | $0 |
990 for the year ended May 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Bruce | Executive Director Key employee | 20 | $33,500 |
| Francis Cappelletti | Archives Specialist Key employee | 10 | $7,520 |
| Arlene Silk | Vice President Trustee or director, Officer | 10 | $0 |
| Victoria Williams | Secretary Trustee or director, Officer | 10 | $0 |
| Kevin Kaatz | President Trustee or director, Officer | 20 | $0 |
| Steven Finacom | Director Trustee or director | 5 | $0 |
| Shelby Kendrick | Director Trustee or director | 5 | $0 |
| Patrick Sheahan | Director Trustee or director | 5 | $0 |
| Chris Linvill | Director Trustee or director | 5 | $0 |
| James Grandison | Director Trustee or director | 5 | $0 |
| Ann Killebrew | Director Trustee or director | 5 | $0 |
| Margaretta Lovell | Director Trustee or director | 5 | $0 |
| Jane McKinne-Mayer | Director Trustee or director | 5 | $0 |
| Carolyn McNiven | Director Trustee or director | 5 | $0 |
| Leila Moncharsh | Treasurer Trustee or director, Officer | 10 | $0 |
| Sarah Wikander | Director Trustee or director | 5 | $0 |
| Maxwell Zinkievich | Director Trustee or director | 5 | $0 |
990 for the year ended May 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Bruce | Executive Director Key employee | 20 | $32,400 |
| Francis Cappelletti | Archives Specialist Key employee | 10 | $7,667 |
| Arlene Silk | Vice President Trustee or director, Officer | 10 | $0 |
| Victoria Williams | Secretary Trustee or director, Officer | 10 | $0 |
| Kevin Kaatz | Director Trustee or director | 5 | $0 |
| Steven Finacom | Director Trustee or director | 5 | $0 |
| Shelby Kendrick | Director Trustee or director | 5 | $0 |
| Patrick Sheahan | Director Trustee or director | 5 | $0 |
| Chris Linvill | Director Trustee or director | 5 | $0 |
| James Grandison | Director Trustee or director | 5 | $0 |
| Ann Killebrew | Director Trustee or director | 5 | $0 |
| Margaretta Lovell | Director Trustee or director | 5 | $0 |
| Jane McKinne-Mayer | Director Trustee or director | 5 | $0 |
| Carolyn McNiven | Treasurer Trustee or director, Officer | 10 | $0 |
| Leila Moncharsh | President Trustee or director, Officer | 10 | $0 |
| Sarah Wikander | Director Trustee or director | 5 | $0 |
| Maxwell Zinkievich | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2318 DURANT AVE, BERKELEY, CA 94704-1640
- Principal officer (990 for 2024)
- Leila Moncharsh, PO Box 1137, Berkeley, CA 94701
- Signed the 990
- Leila Moncharsh, Treasurer
- Phone
- (510) 841-2242
- Website
- www.berkeleyheritage.com
Mission
The exempt purpose of Berkeley Architectural Heritage Association is to educate the community to encourage and secure the 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.
Program accomplishments
- 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.revenue $5,280
- Employees conducted membership renewals, administrative duties, keeping organization running. Running events and tours.Expenses $1,913 · revenue $51,275
- We continued to maintain our headquarters building, the historic landmark McCreary/Greer Hours.Expenses $91,298 · revenue $48,440
- Historic House Tours conductedExpenses $8,162 · revenue $45,933
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0180759
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $379,105
- Income (IRS master file)
- $309,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $218,531 | $209,536 | $379,105 | IRS |
| 990 | May 2024 | $88,893 | $121,298 | $370,104 | XML |
| 990 | May 2023 | $56,592 | $102,081 | $402,509 | XML |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION
- What is the EIN of BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION?
- The employer identification number (EIN) of BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION is 51-0180759.
- Is BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION?
- The 990 for the year ended May 31, 2025 names Leila Moncharsh.
- Who are the officers and directors of BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION?
- The 990 for the year ended May 31, 2025 lists 19 people; 3 received compensation from the organization, the highest $35,360 (Anthony Bruce, Executive Director).
- How much revenue does BERKELEY ARCHITECTURAL HERITAGE ASSOCIATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $218,531, expenses of $209,536 and total assets of $379,105 at year end.
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