PRESERVATION DALLAS INC (EIN 237258521) - 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

Principal Officer

GREGORY JOHNSTON

Tax Period

2024-07-01 to 2025-06-30

PRESERVATION DALLAS INC is a small nonprofit that reported $295K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $407K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO COLLABORATE, EDUCATE AND ADVOCATE FOR THE PRESERVATION AND REVITALIZATION OF DALLAS' HISTORIC BUILDINGS, NEIGHBORHOODS AND OTHER PLACES OF HISTORICAL SIGNIFICANCE. THE ORGANIZATION CHAMPIONS INITIATIVES TO PROTECT THE HISTORY AND CULTURE OF NEIGHBORHOODS AND HISTORIC BUILDINGS THROUGHOUT THE COMMUNITY, ENHANCING THE QUALITY OF LIFE AND THE ECONOMIC DEVELOPMENT OF DALLAS

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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 (2024)

Revenue Breakdown

Contributions & Grants $203,366

Program Service Revenue $53,792

Investment Income $9,867

Other Revenue $28,347

TOTAL REVENUE $295,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,254

Fundraising Expenses $41,949

Program Expenses $202,229

Other Expenses $263,537

TOTAL EXPENSES $406,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,372	$482,119	-0.4%
Expenses	$406,791	$529,105	-0.2%
Net Income	$-111,419	$-46,986	+1.4%

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
CHRIS BOWERS	TRUSTEE	0.50	Director	$0	$0	$0
NICK BROOKS	TRUSTEE	0.50	Director	$0	$0	$0
VICTORIA CLOW	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
SHENIQUA CUMMINGS	TRUSTEE	0.50	Director	$0	$0	$0
CANDACE EVANS	TRUSTEE	0.50	Director	$0	$0	$0
RACHEL HARDAWAY	VP	0.50	Officer Director	$0	$0	$0
JASON HARPER	TRUSTEE	0.50	Director	$0	$0	$0
MORGAN HARRISON	TRUSTEE	0.50	Director	$0	$0	$0
MARY PAT HIGGINS	TRUSTEE	0.50	Director	$0	$0	$0
GREGORY JOHNSTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALEX MARTINEZ	TRUSTEE	0.50	Director	$0	$0	$0
JUANITA NANEZ	TRUSTEE	0.50	Director	$0	$0	$0
STEVE LUCY PE	VP	0.50	Officer Director	$0	$0	$0
JONATHAN ROLLINS	TRUSTEE	0.50	Director	$0	$0	$0
DALE SELLERS	TRUSTEE	0.50	Director	$0	$0	$0
NANCY SHELTON	TRUSTEE	0.50	Director	$0	$0	$0
RONALD SIEBLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
EDWARD STONE	SECRETARY	2.00	Officer Director	$0	$0	$0
JAY TAYLOR	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE WALKER	VP	0.50	Officer Director	$0	$0	$0
CLAUDIA WORME	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE WURTZ-PENTON	TRUSTEE	0.50	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	$295,372	$406,791	$923,491	$-111,419
2024	No data	No data	No data	No data
2023	$473,656	$500,073	$1,028,573	$-26,417
2022	$399,968	$1,095,217	$1,063,281	$-695,249
2021	$676,525	$382,401	$1,761,614	$294,124
2020	$566,324	$328,943	$1,530,589	$237,381
2020	$519,751	$351,468	$1,450,069	$168,283
2019	$501,752	$358,940	$1,268,513	$142,812
2018	$359,384	$372,634	$1,143,012	$-13,250

PRESERVATION DALLAS INC