THE WOODLANDS TRUST FOR HISTORIC PRESERVATION (EIN 311609803) - 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

1998

Legal Domicile

Principal Officer

MANAGEMENT

Phone

2153862181

Tax Period

2024-04-01 to 2025-03-31

THE WOODLANDS TRUST FOR HISTORIC PRESERVATION, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $772K in total revenue in fiscal year 2024.

Mission

TO ENRICH THE LIVES OF AREA RESIDENTS AND VISITORS BY SERVING AS A HUB FOR ACTIVITIES AND EDUCATIONAL PROGRAMS THAT INTERPRET, CELEBRATE AND MAKE AVAILABLE TO THE PUBLIC THE WOODLANDS HISTORIC BUIDLINGS AND TRANQUIL GREENSPACE.

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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 $642,335

Program Service Revenue $11,907

Investment Income $26,124

Other Revenue $91,942

TOTAL REVENUE $772,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $344,161

Fundraising Expenses $82,733

Program Expenses $622,351

Other Expenses $474,636

TOTAL EXPENSES $818,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$772,308	$735,580	+0.0%
Expenses	$818,797	$448,436	+0.8%
Net Income	$-46,489	$287,144	-1.2%

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

225

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

$120,383

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA BAUMERT	EXECUTIVE DIRECTOR	30.00	Officer	$112,749	$7,634	$120,383
HEATHER CALVERT	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEANNE CHANG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM WEBER	TREASURER	2.00	Officer Director	$0	$0	$0
REBECCA FLEMER	SECRETARY	2.00	Officer Director	$0	$0	$0
DAWN BRYANT	DIRECTOR	2.00	Director	$0	$0	$0
JILLIAN GALLE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GETTLIN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM GIESEY	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM GROSS	DIRECTOR	2.00	Director	$0	$0	$0
KIASHA HULING	DIRECTOR	2.00	Director	$0	$0	$0
ROY INGRAFFIA JR	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS JOHNSON II	DIRECTOR	2.00	Director	$0	$0	$0
RICK KRAJEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
MEGAN MCCRACKEN	DIRECTOR	2.00	Director	$0	$0	$0
DR NEVILLE STRUMPF	DIRECTOR	2.00	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	$772,308	$818,797	$711,497	$-46,489
2024	$735,580	$448,436	$757,855	$287,144
2023	$353,697	$537,725	$492,075	$-184,028
2022	$587,146	$519,488	$677,748	$67,658
2021	$332,591	$306,742	$648,199	$25,849
2020	$312,398	$570,502	$560,513	$-258,104
2019	$230,600	$1,049,043	$844,194	$-818,443

THE WOODLANDS TRUST FOR HISTORIC PRESERVATION