HISTORIC PRESERVATION TRUST OF (EIN 231985872) - 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

1967

Legal Domicile

Principal Officer

JANICE MORRISEY

Tax Period

2023-01-01 to 2023-12-31

HISTORIC PRESERVATION TRUST OF, founded in 1967, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $22K exceeded revenue, resulting in a 80% operating deficit.

Mission

HISTORIC PRESERVATION OF BUILDINGS AND ARTIFACTS FOR DISPLAY, EDUCATION AND SCHOLARLY RESEARCH.

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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 $10,264

Program Service Revenue $0

Investment Income $1,735

Other Revenue $0

TOTAL REVENUE $11,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,268

Other Expenses $21,579

TOTAL EXPENSES $21,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,999	$8,838	+0.4%
Expenses	$21,579	$10,176	+1.1%
Net Income	$-9,580	$-1,338	+6.2%

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

N/A

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
CARLA PEETROS	MEMBER	1.00	Director	$0	$0	$0
MICHAEL TRUMP	MEMBER	1.00	Director	$0	$0	$0
LAURA KISE	MEMBER	1.00	Director	$0	$0	$0
FRANKLIN WEIDMAN	MEMBER	1.00	Director	$0	$0	$0
JANICE MORRISEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDY SCHWEINGRUBER	SECRETARY	1.00	Officer Director	$0	$0	$0
GERALD COLLINS	TREASURER	1.00	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
2024	No data	No data	No data	No data
2023	$11,999	$21,579	$155,392	$-9,580
2022	$8,838	$10,176	$130,270	$-1,338
2021	$35,692	$12,240	$170,172	$23,452
2020	$22,959	$5,854	$152,115	$17,105
2019	$8,427	$9,093	$134,364	$-666
2018	$8,442	$22,097	$132,711	$-13,655

HISTORIC PRESERVATION TRUST OF