HISTORIC BEVERLY PRESERVATION INC (EIN 300004839) - 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

2002

Legal Domicile

Principal Officer

PHYLLIS BAXTER

Phone

3046377424

Tax Period

2023-01-01 to 2023-12-31

HISTORIC BEVERLY PRESERVATION INC, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $160K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $1.9M represent 141 months of operating reserves.

Mission

PRESERVATION OF HISTORIC STRUCTURES AND PUBLIC EDUCATION AS TO THE AREA HISTORY IN THE TOWN OF BEVERLY, WV.

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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 $142,646

Program Service Revenue $17,520

Investment Income $0

Other Revenue $-608

TOTAL REVENUE $159,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,442

Fundraising Expenses $0

Program Expenses $153,891

Other Expenses $161,265

TOTAL EXPENSES $171,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,558	$146,834	+0.1%
Expenses	$171,707	$176,684	0.0%
Net Income	$-12,149	$-29,850	-0.6%

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
ABBY HIHN	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDA PETERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES SMITH	BOARD MEMBER	N/A	Director	$0	$0	$0
PHYLLIS BAXTER	PRESIDENT	N/A	Officer	$0	$0	$0
BARBARA MCCREARY	VICE PRESIDE	N/A	Officer	$0	$0	$0
AMANDA REESE	TREASURER	N/A	Officer	$0	$0	$0
JANET SMARR	SECRETARY	N/A	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	$159,558	$171,707	$2,154,206	$-12,149
2022	$146,834	$176,684	$2,247,399	$-29,850
2021	$183,048	$235,811	$2,319,661	$-52,763
2020	$129,312	$173,519	$2,400,375	$-44,207
2019	$149,497	$192,567	$2,468,466	$-43,070
2018	$111,384	$169,517	$2,552,628	$-58,133

HISTORIC BEVERLY PRESERVATION INC