PRESERVATIONWORKS

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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

2004

Legal Domicile

Principal Officer

CAROLYN VER LINDEN

Phone

5417527132

Tax Period

2023-01-01 to 2023-12-31

PRESERVATIONWORKS, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $16K in total revenue in fiscal year 2023. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 18% operating margin.

Mission

PRESERVING THE PAST TO ENRICH THE FUTURE

Program Service Accomplishments

Program 1

Expenses: $11,501 Revenue: $1,163

SAVING VALUABLE HISTORIC RESOURCES THROUGH EDUCATION IN THE FORM OF HISTORIC TOURS AND EDUCATIONAL OUTREACH THROUGH MEDIA, ORGANIZATIONS, AND SIGNAGE, ALONG WITH MORE DIRECT ADVOCACY FOR 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 $14,535

Program Service Revenue $0

Investment Income $1,163

Other Revenue $0

TOTAL REVENUE $15,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,501

Other Expenses $12,836

TOTAL EXPENSES $12,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,698	$6,494	+1.4%
Expenses	$12,836	$1,086	+10.8%
Net Income	$2,862	$5,408	-0.5%

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
REBECCA LANDIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROZ KEENEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYN LARSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROLYN VER LINDEN	TREASURER	1.00	Officer Director	$0	$0	$0
SUE LICHT	MEMBER	1.00	Director	$0	$0	$0
MARGOT PEARSON	MEMBER	1.00	Director	$0	$0	$0
KENT DANIELS	MEMBER	1.00	Director	$0	$0	$0
TONY HOWELL	MEMBER	1.00	Director	$0	$0	$0
LORI STEPHENS	MEMBER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,698	$12,836	$183,282	$2,862
2022	$6,494	$1,086	$180,420	$5,408
2021	$3,981	$1,290	$175,012	$2,691
2020	$189,429	$38,626	$172,321	$150,803