CHARLESTOWN PRESERVATION SOCIETY INC (EIN 237073772) - 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

Same as C above

Phone

6173065205

Tax Period

2021-01-01 to 2021-12-31

CHARLESTOWN PRESERVATION SOCIETY INC, founded in 1967, is a small nonprofit in the Public & Societal Benefit sector that reported $201K in total revenue in fiscal year 2021. The organization ran a surplus of $163K, a strong 81% operating margin.

Mission

To preserve Charlestown's historic character by protecting the historic architecture and landscape, advocating for preservation, guiding responsible development and educating people about the unique character of our community.

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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 (2021)

Revenue Breakdown

Contributions & Grants $186,072

Program Service Revenue $8,144

Investment Income $115

Other Revenue $6,527

TOTAL REVENUE $200,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,203

Other Expenses $37,960

TOTAL EXPENSES $37,960

Year-over-Year Comparison

	2021	2020	Change
Revenue	$200,858	N/A	N/A
Expenses	$37,960	N/A	N/A
Net Income	$162,898	$0	N/A

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
Marley Wright Kanda	Director	0.2	Director	$0	$0	$0
Darrell Villaruz	Director	0.2	Director	$0	$0	$0
Ellen Kitzis	Director	0.2	Director	$0	$0	$0
Joseph Foresi	Director	0.2	Director	$0	$0	$0
Kent Edwards	Director	0.2	Director	$0	$0	$0
Pippa Nava	Director	0.2	Director	$0	$0	$0
David Hennessey	Director	0.2	Director	$0	$0	$0
Scott Holmes	Director	0.2	Director	$0	$0	$0
Amanda Zettel	President	1	Officer	$0	$0	$0
Chris Remmes	Vice President	1	Officer	$0	$0	$0
Richie Banerji	Secretary	1	Officer	$0	$0	$0
Chris Doggett	Treasurer	1	Officer	$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
2021	$200,858	$37,960	$205,243	$162,898

CHARLESTOWN PRESERVATION SOCIETY INC