PRESERVATION REALTY HOLDINGS INC (EIN 030356606) - 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

1998

Legal Domicile

Principal Officer

BEN DOYLE

Phone

8026586647

Tax Period

2023-10-01 to 2024-09-30

PRESERVATION REALTY HOLDINGS INC, founded in 1998, is a micro nonprofit that reported $79K in total revenue in fiscal year 2023. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 46% operating margin.

Mission

TO HOLD TITLE TO AND MANAGE REAL ESTATE DONATED TO OR ACQUIRED BY PRESERVATION TRUST OF VERMONT, INC.

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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 $65,398

Program Service Revenue $0

Investment Income $24

Other Revenue $13,746

TOTAL REVENUE $79,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,336

Other Expenses $42,936

TOTAL EXPENSES $42,936

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,168	$39,722	+1.0%
Expenses	$42,936	$34,122	+0.3%
Net Income	$36,232	$5,600	+5.5%

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

N/A

Volunteers

N/A

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

$143,124

Total Directors

$143,124

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN DOYLE	PRESIDENT	5.00	Officer Director	$0	$0	$143,124
JOHN WADHAMS	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JAIME LEE	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN SARIES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TAPLIN	DIRECTOR	1.00	Director	$0	$0	$0
JOE WEITH	DIRECTOR	1.00	Director	$0	$0	$0
GERRY TARRANT	COUNSEL (NON-VOTING)	1.00	Officer	$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	$79,168	$42,936	$1,161,250	$36,232
2023	$39,722	$34,122	$1,125,018	$5,600
2022	$179,918	$158,934	$1,119,418	$20,984
2021	$31,761	$109,444	$1,098,434	$-77,683
2020	$31,710	$72,440	$1,176,117	$-40,730
2019	$523,419	$87,431	$1,216,847	$435,988
2018	$67,003	$127,339	$1,201,691	$-60,336

PRESERVATION REALTY HOLDINGS INC