HERITAGE PRESERVATION TRUST INC (EIN 204517067) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

FRAN DILLARD

Phone

3862123249

Tax Period

2022-01-01 to 2022-12-31

HERITAGE PRESERVATION TRUST INC, founded in 2006, is a micro nonprofit in the Unknown sector that reported $69K in total revenue in fiscal year 2022. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $95K exceeded revenue, resulting in a 36% operating deficit.

Mission

TRUST MISSION IS HISTORICAL PRESERVATION AND EDUCATION THROUGH WORKSHOPS AND TOURS OF OWNED HISTORICAL PROPERTIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $46,189

Program Service Revenue $23,285

Investment Income $0

Other Revenue $0

TOTAL REVENUE $69,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,871

Program Expenses $51,058

Other Expenses $94,728

TOTAL EXPENSES $94,728

Year-over-Year Comparison

	2022	2021	Change
Revenue	$69,474	$92,123	-0.2%
Expenses	$94,728	$101,025	-0.1%
Net Income	$-25,254	$-8,902	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE BAKER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
FRAN DILLARD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DILLARD	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
BELINDA GILES	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GLASSER	DIRECTOR	2.00	Director	$0	$0	$0
JERRY HORTON	DIRECTOR	2.00	Director	$0	$0	$0
DR CARL LENTZ	DIRECTOR	2.00	Director	$0	$0	$0
SHARI LESSMILLER	PRESIDENT	10.00	Officer Director	$0	$0	$0
DOMINIC MORGESE	TREASURER	2.00	Officer Director	$0	$0	$0
DEBORAH REANEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN WAGNER	DIRECTOR	2.00	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
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

HERITAGE PRESERVATION TRUST INC