Heritage Preservation Trust Inc

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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

2006

Legal Domicile

Principal Officer

John Dillard

Tax Period

2023-01-01 to 2023-12-31

Heritage Preservation Trust Inc, founded in 2006, is a micro nonprofit in the Unknown sector that reported $84K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $97K exceeded revenue, resulting in a 16% operating deficit.

Mission

Trust mission is historical preservation and education through workshops and tours of owned historical properties.

Program Service Accomplishments

Program 1

Expenses: $58,987

Weekly educational group and tea tours.

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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 $32,665

Program Service Revenue $50,980

Investment Income $0

Other Revenue $0

TOTAL REVENUE $83,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,664

Program Expenses $58,987

Other Expenses $97,346

TOTAL EXPENSES $97,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,645	$92,123	-0.1%
Expenses	$97,346	$101,025	0.0%
Net Income	$-13,701	$-8,902	+0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Michele Davidson	Director	Director	$0	$0	$0
Belinda Giles	Director	Director	$0	$0	$0
Joyce Baker	Director	Director	$0	$0	$0
Fran Dillard	Director	Director	$0	$0	$0
David Glasser	Director	Director	$0	$0	$0
Jerry Horton	Director	Director	$0	$0	$0
Dr Carl Lentz	Director	Director	$0	$0	$0
John Wagner	Director	Director	$0	$0	$0
John Dillard	Vice President	Officer Director	$0	$0	$0
Shari Lessmiller	President	Officer Director	$0	$0	$0
Deborah Reaney	Secretary	Officer Director	$0	$0	$0
Dominic Morgese	Treasurer	Officer 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
2023	$83,645	$97,346	$1,080,192	$-13,701
2022	$69,474	$94,728	$1,093,893	$-25,254
2021	$92,123	$101,025	$1,119,147	$-8,902
2020	$139,280	$64,717	$1,201,164	$74,563
2019	$97,276	$56,972	$1,096,910	$40,304
2018	$97,819	$98,645	$1,054,246	$-826