Preservation Alliance of West Virginia Inc (EIN 311028713) - 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

1982

Legal Domicile

Principal Officer

J Logan Smith

Phone

3043456005

Tax Period

2023-01-01 to 2023-12-31

Preservation Alliance of West Virginia Inc, founded in 1982, is a small nonprofit that reported $824K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum.

Mission

STATEWIDE NONPROFIT DEDICATED TO HISTORIC PRESERVATION.

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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 $720,757

Program Service Revenue $97,989

Investment Income $2

Other Revenue $5,446

TOTAL REVENUE $824,194

Expense Breakdown

Grants Paid $315,701

Salaries & Benefits $431,617

Fundraising Expenses $0

Program Expenses $744,386

Other Expenses $80,314

TOTAL EXPENSES $827,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$824,194	$514,015	+0.6%
Expenses	$827,632	$500,953	+0.7%
Net Income	$-3,438	$13,062	-1.3%

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

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
J LOGAN SMITH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
CADE VOGELSONG	PRESIDENT	0.50	Officer Director	$0	$0	$0
PHYLLIS BAXTER	TREASURER	1.50	Officer Director	$0	$0	$0
REBECCA JUAREZ	SECRETARY	1.50	Officer Director	$0	$0	$0
JON SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL LINDQUIST	BOARD MEMBER	0.50	Director	$0	$0	$0
BETSY SWEENY	BOARD MEMBER	0.50	Director	$0	$0	$0
KEN LINDSAY	BOARD MEMBER	0.50	Director	$0	$0	$0
MONICA MILLER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTOPHER RIZER	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID SIBRAY	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS GREEN	BOARD MEMBER	0.50	Director	$0	$0	$0
WILLIAM DEEGANS	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL GIOULIS	BOARD MEMBER	0.50	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
2024	No data	No data	No data	No data
2023	$824,194	$827,632	$85,072	$-3,438
2022	$514,015	$500,953	$84,752	$13,062
2021	$463,290	$444,781	$73,451	$18,509
2020	$458,475	$459,316	$48,896	$-841
2019	$500,580	$474,526	$48,293	$26,054
2018	$493,584	$491,435	$40,519	$2,149

Preservation Alliance of West Virginia Inc