ARCHITECTURAL HERITAGE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARCHITECTURAL HERITAGE FOUNDATION INC (EIN 04-2400219)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202522279349302342
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T11:33:43-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992277914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG NEW ENGLAND LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042400219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHITECTURAL HERITAGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 6175237210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175237210 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEAN MCDONNELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,344,942 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AHFBOSTON.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ARCHITECTURAL HERITAGE FOUNDATION, INC ("AHF") WAS ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS ON AUGUST 17, 1966 FOR THE PURPOSE OF PRESERVING BUILDINGS HAVING HISTORICALLY SIGNIFICANT OR NOTABLE BUILDING OR LANDSCAPE ARCHITECTURE, IN AN ECONOMICALLY VIABLE FASHION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $167,621 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,880,379 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $778,914 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $789,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $786,835 | PYInvestmentIncomeAmt |
| CY Investment Income | $983,446 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,733,370 | PYTotalRevenueAmt |
| CY Total Revenue | $3,653,096 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $107 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $992,953 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,102,523 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,671,875 | PYOtherExpensesAmt |
| CY Other Expenses | $1,584,969 | CYOtherExpensesAmt |
| PY Total Expenses | $2,664,935 | PYTotalExpensesAmt |
| CY Total Expenses | $2,690,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$931,565 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $962,854 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,031,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,015,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,717,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,437,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,314,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,577,883 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AHF'S PRIMARY MISSION IS PRESERVING BUILDINGS OF HISTORICAL SIGNIFICANCE, CONSERVING AND PROTECTING NOTABLE BUILDINGS, LANDSCAPE ARCHITECTURE OR OTHER OPEN SPACES OF ENVIRONMENTAL OR HISTORICAL SIGNIFICANCE AND IDENTIFYING APPROPRIATE USES FOR SUCH PROPERTIES. IT'S MISSION IS TO PRESERVE AND REVITALIZE HISTORIC STRUCTURES AND SPACES, TRANSFORMING SUCH SITES TO INVIGORATE THE COMMUNITIES IN WHICH THEY RESIDE. IT SEEKS TO INSPIRE COMMUNITIES AND STRENGTHEN CULTURAL, ENVIRONMENTAL AND ECONOMIC VITALITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,095,263 | ExpenseAmt |
| Grant | $2,750 | GrantAmt |
| Revenue | $324,466 | RevenueAmt |
| Desc | RESTORATION AND REDEVELOPMENT OF HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES THROUGHOUT MASSACHUSETTS, INCLUDING BUILDINGS IN BOSTON, WORCESTER, LAWRENCE AND OTHER CITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,045,622 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $464,805 | RevenueAmt |
| Desc | PROVIDE HISTORIC MANAGEMENT SERVICES TO HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES INCLUDING MANAGE RENTAL OPERATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,140,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL PRESIDENT | PersonNm |
| Phone | 6175237210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE STE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SEAN MCDONNELL | ||||||||
| PRESIDENT/DIRECTOR | 40.00 | 2.00 | Yes (X) | Yes (X) | $303,686 | $0 | $67,416 | |
| LISA M CAMPOLI | ||||||||
| CHAIR/DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMUEL L RICHARDSON | ||||||||
| CLERK/DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORYN SHEFFNER | ||||||||
| TREASURER (APPT. 8/14/24)/DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIANA S WEBB | ||||||||
| TREASURER (UNTIL 8/14/24) | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KARA ANDERSON | ||||||||
| SENIOR PROJECT MANAGER | 35.00 | 0.00 | $118,823 | $0 | $51,219 | Yes (X) | ||
| JACOB SANDERS | ||||||||
| PROJECT EXECUTIVE | 40.00 | 0.00 | $140,885 | $0 | $8,470 | Yes (X) | ||
| STEPHANIE HANSEN | ||||||||
| SPEEDWAY GENERAL MANAGER | 40.00 | 0.00 | $125,255 | $0 | $15,124 | Yes (X) | ||
| SANDRA CAPPADONA | ||||||||
| OFFICE MANAGER | 31.00 | 0.00 | $102,020 | $0 | $37,410 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $790,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 191829709 | FINANCIAL, PROJECT & ACCOUNTING SERVICES | $447,677 |
| DBVW ARCHITECTS | |||||
| 111 CHESTNUT STREET | PROVIDENCE | RI | 02903 | ARCHITECTURAL SERVICES | $115,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,743,000 | RelatedOrganizationsAmt |
| Government Grants | $137,379 | GovernmentGrantsAmt |
| Noncash Contributions | $1,743,000 | NoncashContributionsAmt |
| Total Contributions | $1,880,379 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM-RELATED RENT | 532000 | $420,249 | $420,249 |
| INTEREST ON PROGRAM-RELATED NOTES | 900099 | $273,872 | $273,872 |
| SERVICE FEE INCOME | 900099 | $50,594 | $50,594 |
| PROPERTY MGMT INCOME | 900099 | $44,556 | $44,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $789,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,705 | TotalRevenueColumnAmt |
| Exclusion | $428,705 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,246,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,691,846 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $554,741 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $554,741 | TotalRevenueColumnAmt |
| Exclusion | $554,741 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,653,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $789,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $983,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,726 | TotalAmt |
| Program Services | $331,854 | ProgramServicesAmt |
| Management And General | $27,654 | ManagementAndGeneralAmt |
| Fundraising | $9,218 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,515 | TotalAmt |
| Program Services | $567,456 | ProgramServicesAmt |
| Management And General | $20,059 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,796 | TotalAmt |
| Program Services | $17,188 | ProgramServicesAmt |
| Management And General | $608 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,620 | TotalAmt |
| Program Services | $45,028 | ProgramServicesAmt |
| Management And General | $1,592 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,866 | TotalAmt |
| Program Services | $81,601 | ProgramServicesAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,465 | TotalAmt |
| Program Services | $5,460 | ProgramServicesAmt |
| Management And General | $28,005 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,920 | TotalAmt |
| Management And General | $46,920 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,875 | TotalAmt |
| Management And General | $65,875 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,223 | TotalAmt |
| Program Services | $321,836 | ProgramServicesAmt |
| Management And General | $229,387 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,129 | TotalAmt |
| Program Services | $21,129 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,632 | TotalAmt |
| Program Services | $58,424 | ProgramServicesAmt |
| Management And General | $9,040 | ManagementAndGeneralAmt |
| Fundraising | $168 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,527 | TotalAmt |
| Program Services | $401,535 | ProgramServicesAmt |
| Management And General | $22,377 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167 | TotalAmt |
| Program Services | $1,064 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,574 | TotalAmt |
| Program Services | $6,238 | ProgramServicesAmt |
| Management And General | $332 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,476 | TotalAmt |
| Program Services | $214,423 | ProgramServicesAmt |
| Management And General | $63,053 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,756 | TotalAmt |
| Program Services | $19,991 | ProgramServicesAmt |
| Management And General | $5,610 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,936 | TotalAmt |
| Program Services | $28,673 | ProgramServicesAmt |
| Management And General | $10,263 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $12,613 | $11,189 | $1,386 | $38 |
| PAYROLL PROCESSING & 40 | $11,676 | $5,046 | $6,591 | $39 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,690,242 | TotalAmt |
| Program Services | $2,140,885 | ProgramServicesAmt |
| Management And General | $538,991 | ManagementAndGeneralAmt |
| Fundraising | $10,366 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27 | BOYAmt |
| EOY | $77 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,634 | BOYAmt |
| EOY | $167,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,784 | BOYAmt |
| EOY | $65,512 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,783,278 | BOYAmt |
| EOY | $5,778,006 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,938 | BOYAmt |
| EOY | $68,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,033 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,387 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,640 | BOYAmt |
| EOY | $29,646 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,482,827 | BOYAmt |
| EOY | $11,670,958 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,376,722 | BOYAmt |
| EOY | $10,234,864 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,031,850 | BOYAmt |
| EOY | $28,015,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,244 | BOYAmt |
| EOY | $217,159 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,072 | BOYAmt |
| EOY | $412,801 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,161,843 | BOYAmt |
| EOY | $3,807,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,159 | BOYAmt |
| EOY | $4,437,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,314,691 | BOYAmt |
| EOY | $23,577,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,314,691 | BOYAmt |
| EOY | $23,577,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,031,850 | BOYAmt |
| EOY | $28,015,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $962,854 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,300,338 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $725,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,880,379 | CurrentTaxYearAmt |
| Total | $3,027,832 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $725,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,880,379 | CurrentTaxYearAmt |
| Total | $3,027,832 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,745,394 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,282,438 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $622,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $875,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,705 | CurrentTaxYearAmt |
| Total | $3,162,303 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,190,135 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,389,521 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.20720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.21460 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION DID NOT MEET THE 33 1/3% PUBLIC SUPPORT CALCULATION IN SCH A. PART II LINE 14, HOWEVER IT STILL MEETS THE 10% FACTS AND CIRCUMSTANCES TEST ON LINE 17. THE PUBLIC SUPPORT PERCENTAGE FOR THE CURRENT AND PRIOR YEARS (2023 AND 2022 TAX YEARS) IS WELL ABOVE 10%, AT 20.72% AND 21.46%, RESPECTIVELY. ARCHITECTURAL HERITAGE FOUNDATION'S (AHF) PUBLIC SUPPORT IS DIRECTLY RELATED TO ITS CORE MISSION ACTIVITY, WHICH IS TO REHABILITATE AND REDEVELOP HISTORIC PROPERTY IN MASSACHUSETTS. AHF'S MANAGEMENT AND BOARD HAVE ACTIVELY PARTICIPATED IN CARRYING OUT THE ORGANIZATION'S MISSION. SINCE INCEPTION IN 1966, ALL PERSONS HAVE EXTENSIVE EXPERIENCE WITHIN THE PARTICULAR SECTORS OF HISTORIC REAL ESTATE REDEVELOPMENT, COMMUNITY SUPPORT AND NON-PROFIT MATTERS THAT AHF ADDRESSES. FOR REHABILITATION ACTIVITY, AHF RECEIVES BOTH PRIVATE AND GOVERNMENTAL FUNDING (NOTABLY FROM THE CITY OF BOSTON AND SEVERAL MASSACHUSETTS STATE AGENCIES AND DEPARTMENTS) THAT IS CRITICAL TO CARRYING OUT ITS MISSION-BASED ACTIVITY. IN ADDITION, PUBLIC SUPPORT (FROM INDIVIDUALS, CORPORATIONS, OR OTHER NON-GOVERNMENTAL PARTIES) IS FREQUENTLY PAID IN THE FORM OF CAPITAL CONTRIBUTIONS TO AHF'S NUMEROUS PROGRAM-RELATED INVESTMENTS (PRI'S) AS OPPOSED TO DIRECT SUPPORT TO AHF. THE OWNERSHIP INTERESTS ARE PURSUANT TO AHF'S WORK WITH THE FEDERAL AND STATE HISTORIC TAX COMMISSIONS TO SECURE CERTIFICATIONS FOR ITS PROJECTS THAT PROVIDE TAX CREDITS TO THESE PROJECTS. AHF'S HISTORIC REHABILITATION PROJECTS TAKE SEVERAL YEARS TO COMPLETE, AND DURING THE COVID-IMPACTED MARKET FROM 2020 THROUGH 2022, IT TOOK A LONGER PERIOD OF TIME TO SUPPORT DEVELOPMENT PLANNING, AND OPERATING AND LEASING STABILIZATION FOR THE PROJECTS UNDERWAY SINCE 2019. IT HAS NOT STARTED NEW HISTORIC REDEVELOPMENT PROJECTS RECENTLY, WHICH TYPICALLY GENERATE SUBSTANTIAL GOVERNMENTAL SUPPORT. IN ADDITION, A COMPLEX PROJECT IN ITS PLANNING STAGES IN DOWNTOWN WORCESTER, MA, HAS REQUIRED LONGER TIME TO PLAN, RESTRUCTURE AND REHABILITATE, SO FUNDING WILL OCCUR SEVERAL YEARS IN THE FUTURE. AHF CURRENTLY CONTINUES TO WORK WITH BOSTON, WORCESTER, AND MASSACHUSETTS GOVERNMENTAL BRANCHES IN FULFILLING ITS OBJECTIVES TO RESTORE HISTORIC PROPERTY THAT SERVES TO IMPROVE THE COMMUNITIES IN WHICH ITS RESTORATIONS OCCUR. IT ANTICIPATES RECEIVING MORE PUBLIC SUPPORT AGAIN IN THE NEXT FEW YEARS TO INCREASE THE PUBLIC SUPPORT COMPUTATIONS. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,033 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,387 | DepreciationAmt |
| Book Value | $29,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,646 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN HISTORIC SPEEDWAY LLC | $2,952,861 | C |
| INVESTMENT IN WORCESTER MEMORIAL AUDITORIUM | $1,618,873 | C |
| INVESTMENT IN RODMAN LANDMARK | $713,640 | C |
| INVESTMENT IN SPEEDWAY LAND LLC | $2,041,246 | C |
| INVESTMENT IN HISTORIC SPEEDWAY MM LLC | $2,908,244 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $10,234,864 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $129,007 |
| LINE OF CREDIT BORROWING | $3,678,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,807,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ARCHITECTURAL HERITAGE FOUNDATION, INC. ("AHF") AND ITS RELATED ENTITIES ARE SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ITS TAX POSITIONS TAKEN AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OF AN ASSET OR LIABILITY OR DISCLOSURE AS OF SEPTEMBER 30, 2024. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEAN MCDONNELL | ||||||||||||||
| PRESIDENT/DIRECTOR | $302,498 | $0 | $0 | $0 | $1,188 | $0 | $17,796 | $0 | $49,620 | $0 | $371,102 | $0 | $0 | $0 |
| KARA ANDERSON | ||||||||||||||
| SENIOR PROJECT MANAGER | $118,701 | $0 | $0 | $0 | $122 | $0 | $5,928 | $0 | $45,291 | $0 | $170,042 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | GYM MEMBERSHIP FEES | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF CURRENT OFFICER, MARIANA WEBB | RelationshipDescriptionTxt |
| Transaction | $368,726 | TransactionAmt |
| Transaction | COMPENSATION AND BENEFITS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | STATE HISTORIC TAX CREDIT CERTIFICATE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,743,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF TAX CREDIT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARIANA WEBB AND SEAN MCDONNELL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | COMPANY FINANCE PERSONNEL AND THE PRESIDENT WORK WITH THE TAX ACCOUNTANTS TO PREPARE A DRAFT OF THE FORM 990. ONCE SATISFIED WITH THE DRAFT RETURN, IT IS CIRCULATED TO THE BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY CHECKLIST IS COMPLETED ANNUALLY BY ALL THE BOARD MEMBERS. IT IS REVIEWED BY MANAGEMENT AND STAFF AND FOLLOW-UP, IF ANY, IS ADDRESSED AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS IN PLACE A BOARD-APPROVED POLICY GOVERNING EXECUTIVE COMPENSATION. THE PRESIDENT'S COMPENSATION IS REVIEWED PERIODICALLY BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS AND THE PROCESS OF DETERMINING THE COMPENSATION INCLUDES SOME OR ALL OF THE FOLLOWING ACIVITY: ENGAGING IN OUTSIDE CONSULTANT TO ASSIST THE PERSONNEL COMMITTEE OF THE BOARD WITH REVIEW OF COMPENSATION, USE OF PUBLICALLY AVAILABLE DATA OF COMPARABLE ORGANIZATIONS AND COMPARABLE POSITIONS, REVIEWED OF PUBLISHED COMPENSATION STUDIES, AND REVIEW OF ANNUAL PERFORMANCE MEASURES. A WRITTEN REPORT IS REVIEWED WITH THE PRESIDENT AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 302,820. MANAGEMENT AND GENERAL EXPENSES 172,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 474,958. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 19,016. MANAGEMENT AND GENERAL EXPENSES 57,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,265. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF AUDIT & SELECTION OF INDEPENDENT ACCOUNTANT THE BOARD APPROVES SELECTION OF THE INDEPENDENT ACCOUNTANT, AND ALONG WITH MANAGEMENT, ASSUMES RESPONSIBILITY FOR OVERSIGHT. |
| FORM 990, PART VI, SECTION B, LINE 16B | JOINT VENTURE POLICY MANAGEMENT AND BOARD OF THE ORGANIZATION HAVE A DRAFT POLICY WRITTEN AND CONTINUE TO DISCUSS ISSUES SURROUNDING JOINT VENTURE PARTICIPATION WITH A NON-PROFIT, WITH REFERENCE TO BEST-PRACTICE, WRITTEN POLICIES AND DISCUSSIONS WITH LEGAL COUNSEL. IT INTENDS TO COMPLETE FULL IMPLEMENTATION OF THE WRITTEN POLICY PERTAINING TO JOINT VENTURE ARRANGEMENTS. HOWEVER, IN THE INTERIM, WHERE HISTORIC REAL ESTATE DEVELOPMENT CONDUCTED BY THE ORGANIZATION RELIES ON TAX INCENTIVES PROVIDED BY THE IRC, AND WHERE LEVERAGE PROVIDED BY FOR-PROFIT PARTICIPATION IN SUCH REAL ESTATE RE-DEVELOPMENT IS CRITICAL TO SUCCESS OF THE ORGANIZATION'S MISSION-BASED ACTIVITY, IT IS CAREFULLY CONSIDERING DOCUMENTS AND AGREEMENTS OF EACH POTENTIAL JOINT VENTURE TO INDIVIDUALLY ADDRESS AHF'S NON-PROFIT CONCERNS AS WELL AS A SPECIFIC PROJECT'S NEEDS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AHF HISTORIC PROPERTY MANAGER LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | PROPERTY MANAGEMENT | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| SPEEDWAY ASSOCIATES LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 811107203 | INVEST, IMPROVE & REDEVELOP HISTORIC PROPERTY | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| SPEEDWAY EVENT SPACE LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 863778513 | PROGRAM-RELATED RENTAL OF BUILDING SPACE FOR EVENTS | MA | $420,249 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| AHF SPEEDWAY HOLDINGS LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 880639634 | HOLDS LIQUOR LICENSE GRANTED BY MA TO AHF FOR EVENT SPACE LLC RENTALS | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RODMAN LANDMARK INC | ||||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 043018253 | TITLE-HOLDING CORPORATION | MA | 501(C)(2) | N/A | ARCHITECTURAL HERITAGE FOUNDATION | 0 |
| AHF SUPPORT CORPORATION | ||||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 842977264 | SERVE AS TAX-EXEMPT MEMBER FOR SYNDICATED REAL ESTATE ENTITIES FOR AHF | MA | 501(C)(3) | LINE 12A, I | ARCHITECTURAL HERITAGE FOUNDATION | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM RODMAN ASSOCIATES LLP | |||||||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | 043016075 | RENTAL OF REAL ESTATE | MA | N/A | 0 | 0 | ||||
| SPEEDWAY LAND LLC | |||||||||||||
| 525 WESTERN AVE STE 8 | BOSTON | MA | 02135 | 833243890 | INVEST, IMPROVE & REDEVELOP HISTORIC PROPERTY | MA | 0 | Yes (1) | ARCHITECTURAL HERITAGE FOUNDATION | NONE DURING FY24 | $2,041,246 | 0.75000 | |
| HISTORIC SPEEDWAY LLC | |||||||||||||
| 525 WESTERN AVE STE 8 | BOSTON | MA | 02135 | 842798224 | INVEST, IMPROVE & REDEVELOP HISTORIC PROPERTY | MA | N/A | 0 | 0 | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC SPEEDWAY MM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE STE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842811218 | EIN |
| Primary Activities | SERVE AS MANAGING MEMBER FOR AHF'S SYNDICATED REAL ESTATE LLC'S | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHITECTURAL HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $2,841,817 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODMAN LANDMARK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $163,640 | InvolvedAmt |
| Method Of Amount Determination | ACCRUAL | MethodOfAmountDeterminationTxt |