Wilderstein Preservation (EIN 141622330) - 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

1980

Legal Domicile

Phone

8458762309

Tax Period

2024-01-01 to 2024-12-31

Wilderstein Preservation, founded in 1980, is a small nonprofit that reported $557K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $171K, a strong 31% operating margin.

Mission

The mission is to enrich people's lives by providing a relevant, engaging cultural destination; to protect, preserve and restore the estate's architecture, landscape and collections; and to interpret the site's history in compelling and innovative ways.

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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 $180,164

Program Service Revenue $95,732

Investment Income $220,803

Other Revenue $60,461

TOTAL REVENUE $557,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,601

Fundraising Expenses $53,390

Program Expenses $172,233

Other Expenses $220,106

TOTAL EXPENSES $385,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$557,160	$599,499	-0.1%
Expenses	$385,707	$389,499	0.0%
Net Income	$171,453	$210,000	-0.2%

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

100

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
John Bagwell	Director	1.00	Director	$0	$0	$0
Mary Casey	Director	1.00	Director	$0	$0	$0
Nancy Bowne Gill	Director	1.00	Director	$0	$0	$0
Conrad Hanson	Director	1.00	Director	$0	$0	$0
Walt Horstman	Director	1.00	Director	$0	$0	$0
Angela Maier-Lore	Director	1.00	Director	$0	$0	$0
Gail Hunt Reeke	Director	1.00	Director	$0	$0	$0
Janice Scriber	Director	1.00	Director	$0	$0	$0
Tina Tockarshewsky	Director	1.00	Director	$0	$0	$0
Risa Getman	President	1.00	Officer	$0	$0	$0
Joseph McGuier	Vice President	1.00	Officer	$0	$0	$0
Elizabeth Pagano	Treasurer	1.00	Officer	$0	$0	$0
Cornelia Gallow	Secretary	1.00	Officer	$0	$0	$0
Gregory J Sokaris	Executive Dir.	40.00	Officer	$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	$557,160	$385,707	$8,508,552	$171,453
2023	$599,499	$389,499	$8,169,270	$210,000
2022	$440,711	$375,638	$7,490,562	$65,073
2021	$375,835	$337,827	$8,301,748	$38,008
2020	$370,517	$316,076	$8,079,840	$54,441
2019	$359,310	$348,961	$7,522,969	$10,349
2018	$764,063	$322,367	$6,996,791	$441,696

Wilderstein Preservation