PRESERVATION CHAPEL HILL (EIN 237218278) - 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

1972

Legal Domicile

Principal Officer

LAURIE NORMAN

Phone

9199293233

Tax Period

2023-07-01 to 2024-06-30

PRESERVATION CHAPEL HILL, founded in 1972, is a small nonprofit that reported $397K in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 62% operating margin.

Mission

TO PRESERVE THE CHARACTER AND HERITAGE OF THE TOWN OF CHAPEL HILL AND SURROUNDING 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 (2023)

Revenue Breakdown

Contributions & Grants $284,656

Program Service Revenue $32,893

Investment Income $34,540

Other Revenue $44,619

TOTAL REVENUE $396,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,540

Fundraising Expenses $9,480

Program Expenses $107,891

Other Expenses $119,182

TOTAL EXPENSES $150,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,708	$190,590	+1.1%
Expenses	$150,722	$142,830	+0.1%
Net Income	$245,986	$47,760	+4.2%

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

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
LAURIE NORMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
GARLAND HERSHEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL FOX	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS BERNDT	SECRETARY	2.00	Officer Director	$0	$0	$0
DON TISE	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILIE DE LUCA	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMPBELL GIBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP LYONS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SALLY SATHER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM HEFFNER	IMMEDIATE PAST 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	No data	No data	No data	No data
2024	$396,708	$150,722	$1,229,897	$245,986
2023	$190,590	$142,830	$847,917	$47,760
2022	$95,459	$121,869	$799,713	$-26,410
2021	$93,759	$84,488	$827,605	$9,271
2020	$104,537	$116,416	$817,210	$-11,879
2019	$108,680	$112,729	$831,088	$-4,049

PRESERVATION CHAPEL HILL