2018-08-15T17:16:29-05:00 2017-09-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2016-10-01 042400219 ARCHITECTURAL HERITAGE FOUNDATION ARCH 6175238678 45 SCHOOL STREET BOSTON MA 02108 SEAN MCDONNELL PRESIDENT 6175238678 2018-08-15 1 SCOTT KAPLOWITCH P00002440 6172276161 2018-08-15 2016 2022-09-23 18:48:47Z SEAN MCDONNELL 45 SCHOOL STREET BOSTON MA 02108 25491129 0 X WWW.AHFBOSTON.COM X 1966 MA 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. 9 8 5 0 0 0 29 5330000 966474 20125185 562 35944 0 0 967065 25491129 4125 1502675 0 0 408282 408946 0 0 8776 384098 403341 796505 2314962 170560 23176167 487293 23750930 74543 159066 412750 23591864 X AHF'S PRIMARY MISSION IS PRESERVING HISTORICALLY SIGNIFICANT OR NOTABLE PROPERTY IN AN ECONOMICALLY VIABLE FASHION BY OPERATING RENOVATED BUILDINGS FOR RENTAL INCOME AND/OR PROVIDING SERVICES TO PRESERVE SUCH BUILDINGS, WHICH SERVICES INCLUDE MAKING AND APPLYING FOR GRANT AWARDS AND CONTRIBUTIONS FOR PRESERVATION COSTS, OR ACQUIRING AND RESTORING SUCH BUILDINGS OR LANDSCAPES. 0 0 1974165 1502100 5304777 RESTORATION AND REDEVELOPMENT OF CERTAIN HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES THROUGHOUT MASSACHUSETTS, INCLUDING BUILDINGS IN LOWELL, LAWRENCE AND BOSTON. 206159 575 14820408 PROVIDE HISTORIC MANAGEMENT SERVICES TO CERTAIN HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES THROUGHOUT MASSACHUSETTS, INCLUDING LOWELL, LAWRENCE, AND BOSTON. 2180324 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 10 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 MA X SEAN MCDONNELL PRESIDENT 6175237210 45 SCHOOL STREET BOSTON MA 02108 MARIANA S WEBB TREASURER/DIRECTOR 1.00 0.50 X X 0 0 0 SEAN MCDONNELL PRESIDENT/DIRECTOR 40.00 1.00 X X 257420 0 38782 RUTH VV WEBB DIRECTOR 1.00 0.00 X 0 0 0 LISA M CAMPOLI DIRECTOR 1.00 0.00 X 0 0 0 ELIZA E BURDEN DIRECTOR 1.00 0.00 X 0 0 0 ANDREW BURNES CHAIRMAN/DIRECTOR 1.00 0.00 X X 0 0 0 PETER VAN VLECK EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 SAMUEL L RICHARDSON CLERK/DIRECTOR 1.00 0.50 X X 0 0 0 LORYN SHEFFNER DIRECTOR 1.00 0.00 X 0 0 0 RICHARD WHITE BUILDING MANAGER 1.00 40.00 X 0 158303 27821 257420 158303 66603 1 0 1 0 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DR STE 310 QUINCY MA 02169 FINANCIAL & ACCOUNTING SERVICES 234605 1 5330000 5330000 DISTRIB. FROM 501(C)(2) SUBSIDIAR 900099 19781850 19781850 OVERSIGHT & LEASING FEES 900099 181947 181947 PROPERTY MGT. INCOME 900099 141688 141688 OTHER FEE INCOME 900099 19700 19700 20125185 35944 35944 25491129 20125185 0 35944 X 1502675 1502675 296020 266418 22202 7400 66002 66002 2361 2361 27198 27198 17365 14840 1804 721 3500 3500 19584 19584 292095 233289 58679 127 21133 17409 3565 159 23085 19853 3001 231 11089 9677 1311 101 4778 4462 307 9 720 619 94 7 17273 8050 9223 PAYROLL PROCESSING & 40 6626 947 5668 11 DUES & SUBSCRIPTIONS 3458 3024 424 10 2314962 2180324 125862 8776 185 32846 23051890 55844 40798 4357 15881 16231 15871 1079 360 21345 24770 78905 78905 292917 538141 487293 23750930 58093 142616 16450 16450 74543 159066 X 412750 19790517 3801347 412750 23591864 487293 23750930 23176167 2947 0 X X 0 1 X 1 0 X 20986 3525 29 5330000 5354540 898329 801698 786000 966474 20125185 23577686 919315 805223 786000 966503 25455185 28932226 0 0 0 28932226 27300 29107 360 381 35944 93092 27300 29107 360 381 35944 93092 946615 834330 786360 966884 25491129 29025318 0.99680 0.96930 0.00320 0.03070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16231 15871 360 360 RETIREMENT CONTRIBUTION 13950 DEPOSITS 2500 16450 1 OCH HOLDINGS LLC C/O SYNERGY INVESTMENTS TEN POST OFFICE SQUARE BOSTON MA 02109 815301801 FOR PROFIT 1500000 N/A N/A TO REPAIR THE ROOF OF BOSTON'S HISTORIC OLD CITY HALL BUILDING 0 1 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SEAN MCDONNELL PRESIDENT/DIRECTOR 255000 0 0 0 2420 0 15480 0 23302 0 296202 0 0 0 RICHARD WHITE BUILDING MANAGER 0 149200 0 0 0 9103 0 8495 0 19326 0 186124 0 0 PART I, LINE 1A GYM MEMBERSHIP FEES FORM 990, PART VI, SECTION A, LINE 2 MARIANA WEBB AND SEAN MCDONNELL HAVE A FAMILY RELATIONSHIP. MARIANA WEBB AND RUTH WEBB HAVE A FAMILY RELATIONSHIP. SEAN MCDONNELL AND RUTH WEBB 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 FULL BOARD FOR REVIEW. THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED BY THE FULL BOARD TO AFFIRMATIVELY SIGN OFF ON THE RETURN BEFORE IT IS SIGNED AND FILED. 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. THERE WAS NO CHANGE TO THE COMPENSATION OF THE PRESIDENT IN THIS FISCAL YEAR AND NO REVIEW OF THE COMPENSATION PERFORMED IN FY17. 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 233,289. MANAGEMENT AND GENERAL EXPENSES 58,679. FUNDRAISING EXPENSES 127. TOTAL EXPENSES 292,095. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT & SELECTION OF INDEPENDENT ACCOUNTANT THE FULL BOARD APPROVES THE SELECTION FOR THE INDEPENDENT ACCOUNTANT AND THE EXECUTIVE COMMITTEE AND MANAGEMENT ASSUME RESPONSIBILITY FOR OVERSIGHT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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