Cazenovia Preservation Foundation Inc (EIN 166101151) - 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

1967

Legal Domicile

Principal Officer

David Gerber

Tax Period

2025-01-01 to 2025-12-31

Cazenovia Preservation Foundation Inc, founded in 1967, is a small nonprofit in the Environment sector that reported $462K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $192K, a strong 42% operating margin.

Mission

We protect the historic, agricultural and natural resources surrounding Cazenovia NY for the benefit of the community.

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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 (2025)

Revenue Breakdown

Contributions & Grants $411,956

Program Service Revenue $27,842

Investment Income $16,265

Other Revenue $5,974

TOTAL REVENUE $462,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,860

Fundraising Expenses $24,153

Program Expenses $157,693

Other Expenses $135,355

TOTAL EXPENSES $270,215

Year-over-Year Comparison

	2025	2024	Change
Revenue	$462,037	$405,912	+0.1%
Expenses	$270,215	$267,239	+0.0%
Net Income	$191,822	$138,673	+0.4%

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

130

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

$52,005

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Wong	Executive Director	30.00	Key Emp	$52,005	$0	$52,005
David Gerber	President	1.50	Officer Director	$0	$0	$0
David Beam	Treasurer	1.50	Officer Director	$0	$0	$0
Jim Dungey	Secretary	1.50	Officer Director	$0	$0	$0
Craig Buckhout	Vice president	1.50	Officer Director	$0	$0	$0
Scott Shannon	Member-at-large	1.00	Director	$0	$0	$0
Jack Stevens	Member-at-large	1.50	Director	$0	$0	$0
Chuck Stormon	Member-at-large	1.00	Director	$0	$0	$0
Leslie Bowser	Member-at-large	1.00	Director	$0	$0	$0
Andy Mistur	Member-at-large	1.50	Director	$0	$0	$0
Jim Smith	Member-at-large	1.00	Director	$0	$0	$0
Will Wester	Member-at-large	1.00	Director	$0	$0	$0
Jocelyn Gavitt	Member-at-large	1.00	Director	$0	$0	$0
Lisa Lounsbury	Member-at-large	1.00	Director	$0	$0	$0
Daniel Morgan	Member-at-large	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	$462,037	$270,215	$1,552,556	$191,822
2024	$405,912	$267,239	$1,342,479	$138,673
2023	$305,388	$204,756	$1,177,480	$100,632
2022	$331,365	$180,053	$1,100,652	$151,312
2021	$278,905	$155,805	$974,042	$123,100
2020	$137,007	$118,280	$843,418	$18,727
2019	$89,402	$87,867	$807,701	$1,535
2018	$204,293	$156,666	$1,636,563	$47,627

Cazenovia Preservation Foundation Inc