THE PRESERVATION COMPANY INC (EIN 133352053) - 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

1987

Legal Domicile

Principal Officer

ALAN STEINER

Phone

8444001975

Tax Period

2023-07-01 to 2024-06-30

THE PRESERVATION COMPANY INC, founded in 1987, is a small nonprofit that reported $522K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $240K, a strong 46% operating margin.

Mission

TO PROVIDE STABLE, HEALTHY AND AFFORDABLE LIVING ENVIRONMENTS IN THE PEEKSKILL AND MID-HUDSON REGION BY INCREASING AND IMPROVING THE SUPPLY OF HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS AND CONTRIBUTING TO COMMUNITY DEVELOPMENT AND REVITALIZATION EFFORTS.

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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 $539,388

Program Service Revenue $0

Investment Income $1,358

Other Revenue $-19,062

TOTAL REVENUE $521,684

Expense Breakdown

Grants Paid $8,999

Salaries & Benefits $0

Fundraising Expenses $2,271

Program Expenses $200,592

Other Expenses $272,222

TOTAL EXPENSES $281,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$521,684	$259,027	+1.0%
Expenses	$281,221	$275,432	+0.0%
Net Income	$240,463	$-16,405	-15.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN STEINER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
NORMAN HAIGHT	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARY RAINEY	TREASURER	1.00	Officer Director	$0	$0	$0
ROSE MARY POOLE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE NOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CALIDA LAMSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JESUS MANUEL RODRIGUEZ	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$521,684	$281,221	$3,370,300	$240,463
2023	$258,491	$276,179	$2,180,092	$-17,688
2023	$259,027	$275,432	$3,132,380	$-16,405
2022	$368,715	$304,506	$2,197,918	$64,209
2021	$342,131	$317,347	$2,134,853	$24,784
2020	$348,427	$286,377	$2,168,393	$62,050
2019	$310,070	$274,732	$2,076,917	$35,338
2018	$466,851	$405,698	$2,286,922	$61,153

THE PRESERVATION COMPANY INC