JOHN H & EVELYN L ASHTON PRESERVATION ASSOCIATION INC (EIN 202854698) - 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

2005

Legal Domicile

Principal Officer

AMY RUTLEDGE

Tax Period

2023-01-01 to 2023-12-31

JOHN H & EVELYN L ASHTON PRESERVATION ASSOCIATION INC, founded in 2005, is a small nonprofit in the Education sector that reported $538K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 28 months of operating reserves.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS FOR POST-HIGH SCHOOL EDUCATION, PROVIDE GRANTS FOR OTHER COMMUNITY CHARITABLE PURPOSES, AND TO OPERATE A MUSEUM ENCOMPASING A HOME AND A 5 & 10 STORE TO DISPLAY AND DEMONSTRATE FOR THE PUBLIC'S EDUCATION AND BENEFIT ANTIQUES, COLLECTIBLES, ARTIFACTS AND THE OPERATION OF AN EARLY ERA STORE.

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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 $426,162

Program Service Revenue $647

Investment Income $4,253

Other Revenue $107,371

TOTAL REVENUE $538,433

Expense Breakdown

Grants Paid $140,146

Salaries & Benefits $301,854

Fundraising Expenses $0

Program Expenses $415,432

Other Expenses $128,607

TOTAL EXPENSES $570,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$538,433	$467,052	+0.2%
Expenses	$570,607	$564,862	+0.0%
Net Income	$-32,174	$-97,810	-0.7%

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

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
WILLIAM ABRAHIMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLEN FINNICUM	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA HAUGH	CHAIRPERSON	1.00	Director	$0	$0	$0
MICHAEL HUMPHRIES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSE SECK	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY RUTLEDGE	SECRETARY	1.00	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	No data	No data	No data	No data
2023	$538,433	$570,607	$1,269,088	$-32,174
2022	$467,052	$564,862	$1,270,883	$-97,810
2021	$476,290	$611,719	$1,405,711	$-135,429
2020	$547,357	$480,387	$1,531,439	$66,970
2019	$632,886	$645,662	$1,466,377	$-12,776
2018	$534,605	$587,885	$1,481,027	$-53,280

JOHN H & EVELYN L ASHTON PRESERVATION ASSOCIATION INC