THE QUINCY HISTORICAL PRESERVATION TRUST (EIN 237348147) - 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

1973

Legal Domicile

Phone

8504027760

Tax Period

2023-01-01 to 2023-12-31

THE QUINCY HISTORICAL PRESERVATION TRUST, founded in 1973, is a micro nonprofit that reported $33K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $39K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE PRIMARY MISSION OF THE ORGANIZATION IS FOR THE PRESERVATION OF HISTORICAL BUILDINGS IN THE CITY OF QUINCY AND THE SURROUNDING AREA OF GADSDEN COUNTY, FLORIDA.

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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 $5,000

Program Service Revenue $0

Investment Income $27,917

Other Revenue $0

TOTAL REVENUE $32,917

Expense Breakdown

Grants Paid $18,401

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,401

Other Expenses $20,174

TOTAL EXPENSES $38,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,917	$23,793	+0.4%
Expenses	$38,575	$41,560	-0.1%
Net Income	$-5,658	$-17,767	-0.7%

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

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
MARK BATES	COMMITTEE ME	N/A	Director	$0	$0	$0
ALEX COBEY	COMMITTEE ME	N/A	Director	$0	$0	$0
JUDY GREGORY	COMMITTEE ME	N/A	Director	$0	$0	$0
TEE HINSON	COMMITTEE ME	N/A	Director	$0	$0	$0
RANDOLPH THROWER JR	COMMITTEE ME	N/A	Director	$0	$0	$0
BRADFORD MAY	COMMITTEE ME	N/A	Director	$0	$0	$0
JACK MCLEAN	COMMITTEE ME	N/A	Director	$0	$0	$0
ROY MOORE	COMMITTEE ME	N/A	Director	$0	$0	$0
GENE MORGAN	COMMITTEE ME	N/A	Director	$0	$0	$0
DICK MUNROE	COMMITTEE ME	N/A	Director	$0	$0	$0
FRIEDA BASS PRIETO	COMMITTEE ME	N/A	Director	$0	$0	$0
JOEL SAMPSON	COMMITTEE ME	N/A	Director	$0	$0	$0
DALE SUMMERFORD	COMMITTEE ME	N/A	Director	$0	$0	$0
MARY ALICE TILLER	COMMITTEE ME	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$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	No data	No data	No data	No data
2023	$32,917	$38,575	$941,749	$-5,658
2021	$59,500	$78,334	$1,001,909	$-18,834
2020	$16,093	$28,733	$933,965	$-12,640
2019	$27,168	$132,383	$867,051	$-105,215
2018	$45,124	$60,600	$890,599	$-15,476
2017	$32,723	$29,361	$955,009	$3,362

THE QUINCY HISTORICAL PRESERVATION TRUST