New Haven Preservation Trust Incorporated

EIN: 066047999 501(c)(3)

New Haven, CT

Total Revenue
$169,012
Total Expenses
$180,631
Total Assets
$539,819
Net Assets
$407,424
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
CT
Principal Officer
Charlotte Rae
Phone
2035625919
Tax Period
2023-01-01 to 2023-12-31

New Haven Preservation Trust Incorporated, founded in 1961, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $407K represent 29 months of operating reserves.

Mission

Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.

Program Service Accomplishments

Program 1
Expenses: $135,475 Revenue: $13,705

Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods including educational activities such as...

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Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.

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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 $149,343
Program Service Revenue $5,975
Investment Income $7,730
Other Revenue $5,964
TOTAL REVENUE $169,012

Expense Breakdown

Grants Paid $0
Salaries & Benefits $82,104
Fundraising Expenses $9,032
Program Expenses $135,475
Other Expenses $98,527
TOTAL EXPENSES $180,631

Year-over-Year Comparison

2023 2022 Change
Revenue $169,012 $186,611 -0.1%
Expenses $180,631 $172,805 +0.0%
Net Income $-11,619 $13,806 -1.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
4
Volunteers
25

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
5
$10,215
Total Directors
19
$10,215
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Charlotte Rea President 1.00
Officer Director
$0 $0 $0
Michael Waters Vice President 0.00
Officer Director
$0 $0 $0
Susan Godshall Assistant Treasurer 0.00
Officer Director
$0 $0 $0
Glenn A Trunkfield Treasurer/Bookkeeper 8.00
Officer Director
$10,215 $0 $10,215
Jill Martin Secretary 0.00
Officer Director
$0 $0 $0
Abigail Roth Director 0.00
Director
$0 $0 $0
Chandni Vasisht Director 0.00
Director
$0 $0 $0
Jeremy Mudd Director 0.00
Director
$0 $0 $0
Margaret Chambers Director 0.00
Director
$0 $0 $0
Channing Harris Director 0.00
Director
$0 $0 $0
Kenya Adams-Martin Director 0.00
Director
$0 $0 $0
Meenakshi Alreja Director 0.00
Director
$0 $0 $0
Oliver Gaffney Director 0.00
Director
$0 $0 $0
Betsey Grauer Director 0.00
Director
$0 $0 $0
Dorthula Green Director 0.00
Director
$0 $0 $0
Rona Johnston Director 0.00
Director
$0 $0 $0
Alex Meier-Tompkins Director 0.00
Director
$0 $0 $0
Beth Miller Director 0.00
Director
$0 $0 $0
W Frank Mitchell Director 0.00
Director
$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 No data No data No data No data
2023 $169,012 $180,631 $539,819 $-11,619
2022 $186,611 $172,805 $401,066 $13,806
2021 $180,555 $152,610 $512,428 $27,945
2020 $218,283 $154,241 $387,867 $64,042
2019 $175,873 $160,812 $433,282 $15,061
2018 $159,106 $153,208 $298,361 $5,898
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