HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY (EIN 237002513) - 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

1966

Legal Domicile

Principal Officer

DON JOHNSON

Phone

7172915861

Tax Period

2023-01-01 to 2023-12-31

HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $161K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $185K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF THE HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY IS TO EDUCATE AND ADVOCATE FOR THE PRESERVATION OF HISTORIC SITES AND PROPERTIES WHOSE INTEGRITY OF DESIGN, SETTINGS, MATERIALS, AND WORKMANSHIP CONTRIBUTE TO THE CHARACTER OF LANCASTER COUNTY.

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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 $83,283

Program Service Revenue $7,461

Investment Income $39,897

Other Revenue $30,518

TOTAL REVENUE $161,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,877

Fundraising Expenses $14,851

Program Expenses $57,889

Other Expenses $148,199

TOTAL EXPENSES $185,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,159	$133,706	+0.2%
Expenses	$185,076	$143,017	+0.3%
Net Income	$-23,917	$-9,311	+1.6%

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

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
BRIAN BISIGNANI	DIRECTOR EME	3.00	Director	$0	$0	$0
JIM BROWN	PRESIDENT	3.00	Officer Director	$0	$0	$0
JAMES DELLE	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
DON JOHNSON	TREASURER/SE	3.00	Officer Director	$0	$0	$0
DANIEL GAGLIANO	TRUSTEE	3.00	Director	$0	$0	$0
JESSICA MEYER	TRUSTEE	3.00	Director	$0	$0	$0
JESSICA FRANCIS	TRUSTEE	3.00	Director	$0	$0	$0
JORDAN ZIMMERMAN	TRUSTEE	3.00	Director	$0	$0	$0
ADAM ZURN	TRUSTEE	3.00	Director	$0	$0	$0
REBECCA DILLON	TRUSTEE	3.00	Director	$0	$0	$0
BRAYDEN CAMPBELL	TRUSTEE	3.00	Director	$0	$0	$0
KELLY KOPELMAN	TRUSTEE	3.00	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
2024	No data	No data	No data	No data
2023	$161,159	$185,076	$1,510,269	$-23,917
2022	$133,706	$143,017	$1,472,722	$-9,311
2021	$171,314	$95,678	$1,719,089	$75,636
2020	$133,234	$69,785	$1,647,137	$63,449
2019	$142,940	$159,819	$1,551,758	$-16,879
2018	$123,165	$98,465	$1,466,762	$24,700

HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY