PRESERVATION SOCIETY INC E GREENWICH (EIN 237089758) - 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

1967

Legal Domicile

Principal Officer

THOMAS PLUNKETT

Phone

4018312900

Tax Period

2024-04-01 to 2025-03-31

PRESERVATION SOCIETY INC E GREENWICH, founded in 1967, is a micro nonprofit that reported $28K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 53% operating margin.

Mission

TO PRESERVE THE HISTORIC FABRIC OF EAST GREENWICH.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $3,377

Program Service Revenue $125

Investment Income $24,729

Other Revenue $0

TOTAL REVENUE $28,231

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,232

Other Expenses $12,232

TOTAL EXPENSES $13,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,231	$22,399	+0.3%
Expenses	$13,232	$18,976	-0.3%
Net Income	$14,999	$3,423	+3.4%

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
THOMAS PLUNKETT	PRESIDENT	3.00	Officer Director	$0	$0	$0
VIRGINIA SCHMIDT PARKER	SECRETARY	3.00	Officer Director	$0	$0	$0
RACHEL PEIRCE	TREASURER	3.00	Officer Director	$0	$0	$0
MATT DONALD CARCIERI	HISTORIAN	5.00	Director	$0	$0	$0
GLORIA DE PAOLA	DIRECTOR	3.00	Director	$0	$0	$0
TERRY ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
KARIN PIERSON LUKOWICZ	DIRECTOR	1.00	Director	$0	$0	$0
RENU ENGLEHART	DIRECTOR	1.00	Director	$0	$0	$0
CHIP BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CURADO	DIRECTOR	1.00	Director	$0	$0	$0
MARLENE HAGLUND-HATCH	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA LAPRISE	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH SEBESTA	ASSISTANT 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
2025	$28,231	$13,232	$562,903	$14,999
2024	$22,399	$18,976	$542,247	$3,423
2023	$18,425	$23,395	$478,331	$-4,970
2022	$60,491	$16,310	$523,519	$44,181

PRESERVATION SOCIETY INC E GREENWICH