PRESERVATION MASS

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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

1985

Legal Domicile

Principal Officer

JESSICA RUDDEN-DUBE

Phone

6177233383

Tax Period

2024-10-01 to 2025-09-30

PRESERVATION MASS, founded in 1985, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 529% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 82% operating margin.

Mission

PRESERVATION MASSACHUSETTS IS THE STATEWIDE NON-PROFIT ORGANIZATION THAT ACTIVELY PROMOTES THE PRESERVATION OF HISTORIC BUILDINGS AND LANDSCAPES AS A POSITIVE FORCE FOR ECONOMIC DEVELOPMENT AND THE RETENTION OF COMMUNITY CHARACTER. PRESERVATION MASSACHUSETTS LEADS THE WAY FOR THE COMMONWEALTH THROUGH LEGISLATIVE INITIATIVES, REACHING OUT ACROSS THE STATE, EDUCATING OUR PARTNERS.

Program Service Accomplishments

Program 1

Expenses: $268,041 Revenue: $3,730,463

PUBLIC POLICY & ADVOCACY/EDUCATIONAL PROGRAMS - THE ORGANIZATION ENGAGES IN POLICY ISSUES AT THE LOCAL, STATE, AND NATIONAL LEVEL TO SUPPORT HISTORIC PRESERVATION POLICIES. THE ADVOCACY PROGRAM...

PUBLIC POLICY & ADVOCACY/EDUCATIONAL PROGRAMS - THE ORGANIZATION ENGAGES IN POLICY ISSUES AT THE LOCAL, STATE, AND NATIONAL LEVEL TO SUPPORT HISTORIC PRESERVATION POLICIES. THE ADVOCACY PROGRAM PROVIDES TECHNICAL ASSISTANCE AND ADVICE TO INDIVIDUALS, COMMUNITIES, AND ORGANIZATIONS REGARDING HISTORIC AND COMMUNITY PRESERVATION ISSUES, EDUCATIONAL PROGRAMS PROVIDE INFORMATION ABOUT HISTORIC PRESERVATION, AS WELL AS ABOUT SPECIFIC ISSUES THROUGH PUBLICATIONS, E-ALERTS, OUTREACH, COLLABORATIVE PRESENTATIONS, ETC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,602,695

Program Service Revenue $127,768

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,730,463

Expense Breakdown

Grants Paid $125,486

Salaries & Benefits $275,810

Fundraising Expenses $248,016

Program Expenses $268,041

Other Expenses $253,034

TOTAL EXPENSES $654,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,730,463	$593,500	+5.3%
Expenses	$654,330	$572,051	+0.1%
Net Income	$3,076,133	$21,449	+142.4%

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

$130,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA RUDDEN-DUBE	PRESIDENT	40.00	Officer	$130,000	$0	$130,000
KARA ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
PAMELA BAILEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MAUREEN CAVANAUGH	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT CHAREST	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN CORNELL	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH LA COUR	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN W GAHAN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
WENDALL KALSOW	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUGLAS KELLEHER	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIEL KOLODNER	CLERK	2.00	Officer Director	$0	$0	$0
RYAN LYNCH	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN MAUNEY-BRODECK	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES MCDERMOTT	VICE CHAIR	2.00	Director	$0	$0	$0
GORDON PULSIFER	BOARD MEMBER	2.00	Director	$0	$0	$0
NICK RATTI	TREASURER	2.00	Officer Director	$0	$0	$0
HILLARY HEDGES RAYPORT	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
ALBERT REX	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
ADAM STEIN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MARY THOMPSON	CHAIR	2.00	Officer Director	$0	$0	$0
SCOTT WINKLER	BOARD MEMBER	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
2025	$3,730,463	$654,330	$3,331,573	$3,076,133
2024	No data	No data	No data	No data
2023	$381,477	$469,939	$141,522	$-88,462
2022	$648,394	$661,347	$83,397	$-12,953
2018	$522,957	$561,783	$27,611	$-38,826