PRESERVATION HOUSING PARTNERS (EIN 203708317) - 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

ROBERT S DIEDRICH

Phone

2489338560

Tax Period

2023-01-01 to 2023-12-31

PRESERVATION HOUSING PARTNERS, founded in 2005, is a community nonprofit in the Housing & Shelter sector that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $7.7M represent 29 months of operating reserves.

Mission

TO CREATE AND PRESERVE AFFORDABLE HOUSING FOR VERY LOW THROUGH MODERATE INCOME TENANTS.

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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 $1,588,626

Program Service Revenue $1,318,821

Investment Income $196,384

Other Revenue $72,760

TOTAL REVENUE $3,176,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $765,191

Fundraising Expenses $0

Program Expenses $2,202,982

Other Expenses $2,698,173

TOTAL EXPENSES $3,463,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,176,591	$2,883,171	+0.1%
Expenses	$3,463,364	$3,114,772	+0.1%
Net Income	$-286,773	$-231,601	+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

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

$510,000

Total Directors

$340,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT S DIEDRICH	PRESIDENT	40.00	Officer Director	$340,000	$0	$340,000
STEPHEN BUFFA	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
MICHAEL MULLIGAN	SECRETARY	0.20	Officer Director	$0	$0	$0
MICHAEL JEPSEN	DIRECTOR	0.20	Director	$0	$0	$0
DANIEL ANGELI	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL S DIEDRICH	TREASURER	40.00	Officer	$170,000	$0	$170,000
ROBERT G DIEDRICH	ASSET MANAGER	40.00	Highest	$139,000	$0	$139,000

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	$3,176,591	$3,463,364	$17,320,379	$-286,773
2022	$2,883,171	$3,114,772	$17,662,133	$-231,601
2021	$4,586,755	$3,274,234	$17,748,211	$1,312,521
2020	$3,431,204	$3,708,096	$19,834,729	$-276,892
2019	$3,081,981	$3,817,078	$21,220,061	$-735,097
2018	$4,303,405	$4,068,517	$19,968,619	$234,888

PRESERVATION HOUSING PARTNERS