Preservation Oak Ridge Foundation (EIN 261409059) - 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

2007

Legal Domicile

Principal Officer

James N Harton

Phone

6095108670

Tax Period

2024-01-01 to 2024-12-31

Preservation Oak Ridge Foundation, founded in 2007, is a micro nonprofit in the Human Services sector that reported $4K in total revenue in fiscal year 2024. Revenue surged 1254% from the prior year, signaling strong growth momentum. Expenses of $29K exceeded revenue, resulting in a 581% operating deficit.

Mission

Preservation and restoration of Historic Buildings in Oak Ridge, NC

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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 $3,985

Program Service Revenue $0

Investment Income $3,700

Other Revenue $-3,394

TOTAL REVENUE $4,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,976

Other Expenses $29,235

TOTAL EXPENSES $29,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,291	$317	+12.5%
Expenses	$29,235	$20,178	+0.4%
Net Income	$-24,944	$-19,861	+0.3%

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

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
Mike Stone	President	1.00	Director	$0	$0	$0
Steve Kingsbury	Vice-President	1.00	Director	$0	$0	$0
Jim Harton	Treasurer	4.00	Director	$0	$0	$0
Van Tanner	Board Member	0.50	Director	$0	$0	$0
Micky Tingen	Board Member	0.50	Director	$0	$0	$0
Jeff Bair	Board Member	2.00	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	$4,291	$29,235	$1,004,257	$-24,944
2023	$317	$20,178	$1,012,465	$-19,861
2022	$-58,195	$12,253	$1,032,326	$-70,448
2021	$140,822	$131	$1,020,838	$140,691
2020	$326,196	$248,566	$934,044	$77,630

Preservation Oak Ridge Foundation