CAPITAL AREA PRESERVATION INC (EIN 237288999) - 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

GARY ROTH

Phone

9198336404

Tax Period

2023-07-01 to 2024-06-30

CAPITAL AREA PRESERVATION INC, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $331K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $296K left a modest 11% surplus.

Mission

HISTORIC PRESERVATION

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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 $155,515

Program Service Revenue $158,219

Investment Income $16,789

Other Revenue $575

TOTAL REVENUE $331,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $214,809

Fundraising Expenses $6,872

Program Expenses $240,410

Other Expenses $81,226

TOTAL EXPENSES $296,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$331,098	$931,790	-0.6%
Expenses	$296,035	$285,735	+0.0%
Net Income	$35,063	$646,055	-0.9%

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

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
KATHRYN DRAKE	CHAIR	N/A	Officer Director	$0	$0	$0
JEREMY D MEDLIN	VICE CHAIR	N/A	Officer Director	$0	$0	$0
GARY ROTH	PRES/CEO	N/A	Officer Director	$0	$0	$0
STEPHANIE S ASHWORTH	SECRETARY	N/A	Officer Director	$0	$0	$0
J MICHAEL EDWARDS	TREASURER/FI	N/A	Officer Director	$0	$0	$0
DEBORAH UNDERWOOD BROWN	DIRECTOR	N/A	Director	$0	$0	$0
CASEY ATWATER	DEVELOPMENT	N/A	Director	$0	$0	$0
MICHAEL INGRAM	DIRECTOR	N/A	Director	$0	$0	$0
MARK R BARKER	DIRECTOR	N/A	Director	$0	$0	$0
KYLE SMALLING	DIRECTOR	N/A	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	$331,098	$296,035	$9,022,744	$35,063
2023	$931,790	$285,735	$8,905,191	$646,055
2022	$761,504	$256,757	$8,278,495	$504,747
2021	$580,033	$228,072	$7,792,756	$351,961
2020	$652,252	$246,712	$7,309,966	$405,540
2019	$442,716	$259,248	$6,583,082	$183,468
2018	$997,703	$227,713	$6,378,638	$769,990

CAPITAL AREA PRESERVATION INC