ENCINITAS PRESERVATION ASSOCIATION (EIN 263679162) - 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

Phone

8183571848

Tax Period

2024-07-01 to 2025-06-30

ENCINITAS PRESERVATION ASSOCIATION, founded in 2008, is a micro nonprofit in the Housing & Shelter sector that reported $78K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $140K exceeded revenue, resulting in a 78% operating deficit.

Mission

ENCINITAS PRESERVATION ASSOCIATION IS DEDICATED TO PRESERVING HISTORIC BUILDINGS AND PLACES THAT REPRESENT THE RICH CORE OF HISTORIC CULTURE IN THE CITY OF ENCINITAS FOR THE ENJOYMENT OF FUTURE GENERATIONS AND TO PROVIDE LOW INCOME HOUSING TO RESIDENTS OF ENCINITAS.

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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 $2,540

Program Service Revenue $74,036

Investment Income $0

Other Revenue $1,800

TOTAL REVENUE $78,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,868

Other Expenses $139,595

TOTAL EXPENSES $139,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,376	$97,917	-0.2%
Expenses	$139,595	$160,075	-0.1%
Net Income	$-61,219	$-62,158	0.0%

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 WALLACE	DIRECTOR	0.20	Director	$0	$0	$0
IRENE PYUN	SECRETARY	12.00	Officer Director	$0	$0	$0
BART SMITH	PRESIDENT	0.16	Officer Director	$0	$0	$0
CAROLYN COPE	DIRECTOR	0.24	Officer Director	$0	$0	$0
DOUG LONG	VICE PRESIDENT	0.12	Officer Director	$0	$0	$0
JOHN KNOWLES	DIRECTOR	20.00	Officer Director	$0	$0	$0
CALVIN ELLISOR	TREASURER	0.12	Officer Director	$0	$0	$0
SEAN ENGLERT	DIRECTOR	0.16	Officer Director	$0	$0	$0
TWINK BUMANN	DIRECTOR	0.20	Officer Director	$0	$0	$0
PATRICK DANFORD	MEMBER	0.16	Officer 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	$78,376	$139,595	$1,315,817	$-61,219
2024	$97,917	$160,075	$1,393,103	$-62,158
2023	$158,705	$140,437	$1,471,250	$18,268
2022	$123,736	$125,725	$1,467,988	$-1,989
2021	$118,782	$124,361	$1,479,691	$-5,579
2020	$132,802	$160,225	$1,496,699	$-27,423
2019	$139,714	$112,569	$1,498,934	$27,145

ENCINITAS PRESERVATION ASSOCIATION