Palm Springs Preservation Foundation (EIN 263758233) - 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

GARY L JOHNS

Phone

7608377117

Tax Period

2024-10-01 to 2025-09-30

Palm Springs Preservation Foundation, founded in 2008, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2024. The organization ran a surplus of $101K, a strong 48% operating margin.

Mission

TO EDUCATE AND PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF PRESERVING THE HISTORICAL RESOURCES AND ARCHITECTURE OF THE CITY OF PALM SPRINGS AND THE COACHELLA VALLEY AREA.

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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 $52,600

Program Service Revenue $0

Investment Income $47

Other Revenue $157,661

TOTAL REVENUE $210,308

Expense Breakdown

Grants Paid $31,000

Salaries & Benefits $0

Fundraising Expenses $3,928

Program Expenses $97,778

Other Expenses $78,561

TOTAL EXPENSES $109,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,308	$217,389	0.0%
Expenses	$109,561	$148,596	-0.3%
Net Income	$100,747	$68,793	+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
RONALD W MARSHALL	Director	1.00	Director	$0	$0	$0
ERIK R ROSENOW	Secretary	2.00	Officer Director	$0	$0	$0
BARBARA A MARSHALL	Director	1.00	Director	$0	$0	$0
RONALD POMERANTZ	Treasurer	2.00	Officer Director	$0	$0	$0
TRACY CONRAD	Director	1.00	Director	$0	$0	$0
GARY L JOHNS	President	2.00	Officer Director	$0	$0	$0
CARL DEWS	Director	1.00	Director	$0	$0	$0
STEPHEN TREINEN	Director	1.00	Director	$0	$0	$0
STEVEN KEYLON	Vice President	2.00	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	$210,308	$109,561	$297,762	$100,747
2024	$217,389	$148,596	$197,015	$68,793
2023	$143,709	$284,735	$128,222	$-141,026
2022	$158,770	$153,297	$269,248	$5,473
2021	$153,950	$181,008	$263,775	$-27,058
2020	$120,262	$52,484	$290,833	$67,778
2019	$184,437	$289,344	$223,055	$-104,907
2018	$237,438	$172,899	$327,962	$64,539

Palm Springs Preservation Foundation