HISTORIC PRESERVATION PARTNERS INC (EIN 263189080) - 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

2008

Legal Domicile

Principal Officer

RICHARD D KREADY

Phone

7852321122

Tax Period

2018-01-01 to 2018-12-31

HISTORIC PRESERVATION PARTNERS INC, founded in 2008, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 92% operating margin.

Mission

TO ENCOURAGE AND FACILITATE THE PRESERVATION OF HISTORICAL STRUCTURES BY PROVIDING ASSISTANCE IN THE PLANNING AND FINANCING OF THE HISTORICAL PRESERVATION WORK AND BY ENGAGING IN AN OVERSIGHT ROLE DURING AND AFTER SUCH WORK.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,100,049

Investment Income $1,126

Other Revenue $0

TOTAL REVENUE $2,101,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,649

Fundraising Expenses $0

Program Expenses $167,484

Other Expenses $19,835

TOTAL EXPENSES $167,484

Year-over-Year Comparison

	2018	2017	Change
Revenue	$2,101,175	$7,913,484	-0.7%
Expenses	$167,484	$345,160	-0.5%
Net Income	$1,933,691	$7,568,324	-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

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

$137,000

Total Directors

$137,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSS FREEMAN	CHAIRMAN	4.00	Officer Director	$32,000	$0	$32,000
RICHARD KREADY	PRESIDENT/SECRETARY	10.00	Officer Director	$45,000	$0	$45,000
KATHY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
NANETTE HINCHEY	DIRECTOR	1.00	Director	$0	$0	$0
DON YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
BILL WAGNON	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA RICKS	SECRETARY/TREASURER	4.00	Officer Director	$33,000	$0	$33,000
JOHN APPEL	ASSISTANT SECRETARY/TREASU	4.00	Officer Director	$27,000	$0	$27,000

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
2018	$2,101,175	$167,484	$51,822,639	$1,933,691

HISTORIC PRESERVATION PARTNERS INC