NANTUCKET PRESERVATION TRUST INC (EIN 043394648) - 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

1997

Legal Domicile

Principal Officer

ALBERT MESSINA

Phone

5082281387

Tax Period

2023-01-01 to 2023-12-31

NANTUCKET PRESERVATION TRUST INC, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $563K in total revenue in fiscal year 2023.

Mission

TO EDUCATE AND ENCOURAGE PROPERTY OWNERS AS TO WHAT IS POSSIBLE TO PRESERVE AND PROTECT THE HISTORICAL ELEMENTS OF THEIR PROPERTIES AND TO RAISE AWARENESS OF THE COMMUNITY ABOUT THE VALUE OF AND NEED FOR HISTORIC ARCHITECTURAL 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 (2023)

Revenue Breakdown

Contributions & Grants $345,466

Program Service Revenue $103,658

Investment Income $27,036

Other Revenue $86,499

TOTAL REVENUE $562,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,020

Fundraising Expenses $122,286

Program Expenses $331,188

Other Expenses $202,036

TOTAL EXPENSES $549,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,659	$572,664	0.0%
Expenses	$549,056	$541,326	+0.0%
Net Income	$13,603	$31,338	-0.6%

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

Total Directors

Key Employees

$157,320

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON POTTS	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID SJ BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY BELASH	DIRECTOR	1.00	Director	$0	$0	$0
JON KING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM MOFFETT MOORE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA HALSTED	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN SWART	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN HOFFMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN ZISES GREEN	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS GAULT	DIRECTOR	1.00	Director	$0	$0	$0
MARY ADAIR MACAIRE	DIRECTOR	1.00	Director	$0	$0	$0
AL MESSINA	TREASURER	1.00	Officer Director	$0	$0	$0
ANGUS MACLEOD	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL PHELAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE GOWEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY BERGMAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$157,320	$0	$157,320

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	No data	No data	No data	No data
2023	$562,659	$549,056	$1,222,175	$13,603
2022	$572,664	$541,326	$1,065,419	$31,338
2021	$544,862	$518,403	$1,172,061	$26,459
2020	$689,216	$488,036	$1,030,949	$201,180
2019	$575,482	$648,821	$878,401	$-73,339
2018	$533,558	$568,897	$923,213	$-35,339

NANTUCKET PRESERVATION TRUST INC