PRESERVATION REALTY HOLDINGS INC

EIN: 030356606

MONTPELIER, VT

Total Revenue
$79,168
Total Expenses
$42,936
Total Assets
$1,161,250
Net Assets
$1,161,250
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
VT
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. TO DATE, THE ORGANIZATION IS MANAGING THE HISTORIC PROPERTY KNOWN AS THE GRAND ISLE LAKE HOUSE.

Program Service Accomplishments

Program 1
Expenses: $41,336

THE ORGANIZATION CONTINUES TO MAINTAIN HISTORIC PROPERTY FOR THE BENEFIT OF THE 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%)

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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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
5
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
3
$143,124
Total Directors
6
$143,124
Key Employees
0
$0
Highest Compensated
0
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
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