New Haven Preservation Trust Incorporated (EIN 066047999) - 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

1961

Legal Domicile

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

Preservation of Historical Structures

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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 $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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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

$10,215

Total Directors

$10,215

Key Employees

Highest Compensated

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

New Haven Preservation Trust Incorporated