THE PRESERVE ASSOCIATION (EIN 237420212) - 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

SCOTT ANDERSON

Phone

9529418400

Tax Period

2023-01-01 to 2023-12-31

THE PRESERVE ASSOCIATION, founded in 1972, is a small nonprofit that reported $949K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 29% operating margin.

Mission

OPERATION AND MAINTENANCE OF COMMON GROUNDS OF ASSOCIATION BENEFITTING 5,950 PEOPLE.

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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 $149,773

Program Service Revenue $724,086

Investment Income $75,435

Other Revenue $0

TOTAL REVENUE $949,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,557

Fundraising Expenses $0

Program Expenses $461,344

Other Expenses $384,000

TOTAL EXPENSES $676,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$949,294	$703,854	+0.3%
Expenses	$676,557	$659,081	+0.0%
Net Income	$272,737	$44,773	+5.1%

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

$20,999

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM RUSH	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL MUSEGADES	DIRECTOR	1.00	Director	$20,999	$0	$20,999
MICHAEL BEUKEMA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TARA DECROW	TREASURER	1.00	Officer Director	$0	$0	$0
LISA HOKKANEN	SECRETARY	1.00	Officer Director	$0	$0	$0
SHON CLARK	DIRECTOR	1.00	Director	$0	$0	$0
KENT WOOD	DIRECTOR	1.00	Director	$0	$0	$0
TRACI BARTZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DOMNISORU	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$949,294	$676,557	$1,349,679	$272,737
2022	$703,854	$659,081	$990,318	$44,773
2021	$679,500	$693,529	$979,552	$-14,029
2020	$643,563	$602,654	$988,835	$40,909
2019	$683,103	$483,568	$957,592	$199,535
2018	$622,154	$442,495	$774,443	$179,659

THE PRESERVE ASSOCIATION