Preservation Trust for Historic St Helenas Church Inc (EIN 200779465) - 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

2004

Legal Domicile

Phone

8435220222

Tax Period

2023-01-01 to 2023-12-31

Preservation Trust for Historic St Helenas Church Inc, founded in 2004, is a small nonprofit in the Religion sector that reported $215K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 45% operating margin.

Mission

To provide funds for the preservation and restoration of the historic church buildings and ancillary facilities of the St. Helena's Anglican Church.

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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 $13,475

Program Service Revenue $0

Investment Income $201,440

Other Revenue $0

TOTAL REVENUE $214,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,488

Other Expenses $117,344

TOTAL EXPENSES $117,344

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,915	$187,812	+0.1%
Expenses	$117,344	$88,158	+0.3%
Net Income	$97,571	$99,654	0.0%

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

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
Leith Webb	Trustee	0.50	Director	$0	$0	$0
James A Grimsley III	Trustee	0.50	Director	$0	$0	$0
Ray Tudor	Trustee	0.50	Director	$0	$0	$0
Ward Danielson	Trustee	0.50	Director	$0	$0	$0
Holly Brinton	Trustee	0.50	Director	$0	$0	$0
Gregory W Dyson	Chairman	2.00	Officer	$0	$0	$0
James M Williams	Secretary	2.00	Officer	$0	$0	$0
Marc W Fisher Jr	Vice Chairman	2.00	Officer	$0	$0	$0
Kevin H Cain	Treasurer	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$214,915	$117,344	$6,435,780	$97,571
2022	$187,812	$88,158	$5,577,878	$99,654
2021	$801,318	$11,315	$6,812,312	$790,003
2020	$240,014	$219,783	$5,933,895	$20,231
2019	$274,577	$6,977	$4,970,950	$267,600
2018	$1,229,108	$20,014	$4,003,264	$1,209,094

Preservation Trust for Historic St Helenas Church Inc