Lewis Place Historical Preservation Inc (EIN 311741742) - 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

Tax Period

2025-01-01 to 2025-12-31

Lewis Place Historical Preservation Inc is a small nonprofit in the Community Improvement sector that reported $152K in total revenue in fiscal year 2025. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $140K left a modest 8% surplus.

Mission

To restore and revitilize community.

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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 (2025)

Revenue Breakdown

Contributions & Grants $67,946

Program Service Revenue $83,902

Investment Income $0

Other Revenue $3

TOTAL REVENUE $151,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,311

Fundraising Expenses $0

Program Expenses $134,085

Other Expenses $27,921

TOTAL EXPENSES $140,232

Year-over-Year Comparison

	2025	2024	Change
Revenue	$151,851	$274,185	-0.4%
Expenses	$140,232	$193,426	-0.3%
Net Income	$11,619	$80,759	-0.9%

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

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
Pamela Talley	President	12	Officer Director	$0	$0	$0
Barbara Jefferson	Secretary	1	Officer Director	$0	$0	$0
Misty Evans	Treasurer	1	Officer Director	$0	$0	$0
Gwen Moore	Board Member	1	Director	$0	$0	$0
Lois Ingrum	Board Member	2	Director	$0	$0	$0
Phyllis Allen	Board Member	2	Director	$0	$0	$0
Sheila Davis	Board Member	2	Director	$0	$0	$0
Rev Cornelius Moore	Board Member	1	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	$151,851	$140,232	$64,605	$11,619
2024	$274,185	$193,426	$80,759	$80,759

Lewis Place Historical Preservation Inc