BOSTON PRESERVATION ALLIANCE INC

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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

1978

Legal Domicile

Principal Officer

KIMBERLEE SCHUMACHER

Phone

6173672458

Tax Period

2024-01-01 to 2024-12-31

BOSTON PRESERVATION ALLIANCE INC, founded in 1978, is a small nonprofit in the Education sector that reported $423K in total revenue in fiscal year 2024. Expenses of $384K left a modest 9% surplus.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $159,790 Revenue: $0

PRESERVATION SUPPORT AND ADVOCACY - ADVOCATE FOR THE PRESERVATION,REHABILITATION, AND CARE OF HISTORIC RESOURCES WHILE SUPPORTINGAPPROPRIATE NEW CONSTRUCTION AND ADAPTIVE REUSE OF THE...

PRESERVATION SUPPORT AND ADVOCACY - ADVOCATE FOR THE PRESERVATION,REHABILITATION, AND CARE OF HISTORIC RESOURCES WHILE SUPPORTINGAPPROPRIATE NEW CONSTRUCTION AND ADAPTIVE REUSE OF THE BUILTENVIRONMENT OF BOSTON. PRODUCE AND DISSEMINATE ONLINE MATERIALS ANDPROVIDE REGULAR ELECTRONIC COMMUNICATIONS ON NEIGHBORHOOD DEVELOPMENT,THREATS, AND OPPORTUNITIES FOR HISTORIC RESOURCES. UMBRELLAORGANIZATION TO 40 NON-PROFIT ORGANIZATIONS. ADVOCATE FOR POLICIES ANDREGULATORY RULINGS SUPPORTING PRESERVATION. EDUCATE AND BUILD SUPPORTAND AWARENESS THROUGH SOCIAL AND TRADITIONAL MEDIA. SPEAK AT HEARINGSAND TO COMMUNITY ORGANIZATIONS AND PROVIDE WRITTEN TESTIMONY. ADVOCATEFOR MOSTLY LOCAL ISSUES BUT ALSO REGIONAL AND NATIONAL POLICIES THATIMPACT HISTORIC PRESERVATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $330,852

Program Service Revenue $0

Investment Income $16,796

Other Revenue $75,731

TOTAL REVENUE $423,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,667

Fundraising Expenses $69,290

Program Expenses $159,790

Other Expenses $103,583

TOTAL EXPENSES $383,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$423,379	$404,978	+0.0%
Expenses	$383,642	$430,753	-0.1%
Net Income	$39,737	$-25,775	-2.5%

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

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

$121,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGAN SHIELDS IVES	PRESIDENT	1.00	Officer Director	$0	$0	$0
SEAN GEARY	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY WELSH	CLERCK	1.00	Officer Director	$0	$0	$0
VICKI ADJAMI	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
ROSS CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP CHEN	DIRECTOR	1.00	Director	$0	$0	$0
PETER COVO	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CRADOCK	DIRECTOR	1.00	Director	$0	$0	$0
JON-LAWRENCE KOLOBA	DIRECTOR	1.00	Director	$0	$0	$0
KELLY LYONS	DIRECTOR	1.00	Director	$0	$0	$0
THEA MASSOUH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NAGAHIRO	DIRECTOR	1.00	Director	$0	$0	$0
DIANA PISCIOTTA	DIRECTOR	1.00	Director	$0	$0	$0
KENNAN RHYNE	DIRECTOR	1.00	Director	$0	$0	$0
ALISON FRAZEE	EXECUTIVE DIRECTOR	40.00	Officer	$121,431	$0	$121,431
KIMBERLEE SCHUMACHER	EXECUTIVE DIRECTOR ELECT	40.00	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	$423,379	$383,642	$857,412	$39,737
2023	$404,978	$430,753	$734,070	$-25,775
2022	$396,951	$383,739	$716,641	$13,212
2021	$537,518	$420,492	$767,473	$117,026
2020	$403,789	$414,713	$573,613	$-10,924
2019	$415,007	$356,995	$563,028	$58,012
2018	$379,204	$319,029	$463,433	$60,175