OLDWAYS PRESERVATION AND EXCHANGE TRUST INC (EIN 043031978) - 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

1988

Legal Domicile

Principal Officer

SARA BAER-SINNOTT

Phone

6174215500

Tax Period

2024-07-01 to 2025-06-30

OLDWAYS PRESERVATION AND EXCHANGE TRUST INC, founded in 1988, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $405K, a strong 16% operating margin.

Mission

TO PRESERVE AND PROMOTE HEALTHFUL, TRADITIONAL AND SUSTAINABLE EATING AND DRINKING CHOICES, AND HEALTHY LIFESTYLES THROUGH SCIENTIFIC AND EDUCATIONAL PROGRAMS, WITH CONFERENCES AND PUBLICATIONS FOR CONSUMERS, MEDIA AND HEALTH PROFESSIONALS.

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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 $1,546,922

Program Service Revenue $886,421

Investment Income $30,889

Other Revenue $0

TOTAL REVENUE $2,464,232

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $1,068,089

Fundraising Expenses $15,856

Program Expenses $1,786,755

Other Expenses $983,020

TOTAL EXPENSES $2,059,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,464,232	$1,934,033	+0.3%
Expenses	$2,059,109	$1,902,383	+0.1%
Net Income	$405,123	$31,650	+11.8%

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

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

$246,128

Total Directors

$246,128

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA BAER-SINNOTT	PRES/CLERK/EXEC DIR	40.00	Officer Director	$230,983	$15,145	$246,128
PHILIP MELDRUM	TREASURER	2.00	Officer Director	$0	$0	$0
JESSE COOL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE GENDRON	DIRECTOR	2.00	Director	$0	$0	$0
ANA SORTUN	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE STRANGE	DIRECTOR	2.00	Director	$0	$0	$0
DAN KISH	DIRECTOR	2.00	Director	$0	$0	$0
NICKI BRIGGS	DIRECTOR	2.00	Director	$0	$0	$0
TED NELSON	DIRECTOR	2.00	Director	$0	$0	$0
SHAKIR CANNON-MOYE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY LEBLANC	VICE PRESIDENT OF NUTRITION PROGRAMMING	40.00	Highest	$122,450	$3,540	$125,990
ABIGAIL SLOANE	VICE PRESIDENT OF FINANCE AND ADMINISTRATION	40.00	Highest	$109,872	$30,530	$140,402
CAROLYN SLUTYER	SENIOR DIRECTOR OF OPERATIONS & WGC PROGRAM DIRECT	40.00	Highest	$103,867	$3,005	$106,872

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
2025	$2,464,232	$2,059,109	$2,193,565	$405,123
2024	$1,934,033	$1,902,383	$1,447,573	$31,650
2023	$1,798,755	$1,733,777	$1,422,528	$64,978
2022	$1,750,409	$1,546,850	$1,292,816	$203,559
2021	$1,525,679	$1,386,087	$1,342,255	$139,592
2020	$1,439,391	$1,472,094	$1,240,713	$-32,703
2019	$1,954,060	$1,694,489	$953,034	$259,571

OLDWAYS PRESERVATION AND EXCHANGE TRUST INC