PRESERVING US INC (EIN 264814968) - 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

2009

Legal Domicile

Principal Officer

EMILY ROBINSON

Phone

9136713365

Tax Period

2023-01-01 to 2023-12-31

PRESERVING US INC, founded in 2009, is a community nonprofit in the Housing & Shelter sector that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 95% operating margin.

Mission

PRESERVE HISTORIC STRUCTURES AND DEVELOP AND OPERATE AFFORDABLE HOUSING AS WELL AS SUPPORT FOR RESIDENTS OF SAID HOUSING. HELP MONETIZE STATE HISTORIC TAX CREDITS THROUGH LOANS AND INVESTMENTS IN AFFORDABLE HOUSING PARTNERSHIPS.

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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 $2,883,877

Program Service Revenue $995,714

Investment Income $0

Other Revenue $-244,513

TOTAL REVENUE $3,635,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,195

Other Expenses $191,043

TOTAL EXPENSES $191,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,635,078	$1,486,882	+1.4%
Expenses	$191,043	$101,001	+0.9%
Net Income	$3,444,035	$1,385,881	+1.5%

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

$84,039

Total Directors

$84,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY ROBINSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$84,039	$0	$84,039
RYAN HUFFMAN	BOARD CHAIR	4.00	Officer	$0	$0	$0
JENNE FROMM	BOARD MEMBER	2.00	Officer	$0	$0	$0
DAVID ANDERSON	BOARD MEMBER	2.00	Officer	$0	$0	$0
DUANE BRUCE	BOARD MEMBER	2.00	Officer	$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
2024	No data	No data	No data	No data
2023	$3,635,078	$191,043	$19,185,213	$3,444,035
2022	$1,486,882	$101,001	$15,211,936	$1,385,881
2021	$1,973,869	$195,632	$13,759,279	$1,778,237
2020	$2,568,256	$195,153	$12,070,224	$2,373,103
2019	$681,738	$1,201,327	$9,600,282	$-519,589
2018	$22,938	$153,227	$10,132,407	$-130,289

PRESERVING US INC