CINCINNATI PRESERVATION ASSOCIATION (EIN 316049618) - 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

1964

Legal Domicile

Principal Officer

JEFFERY RUSH

Phone

5137214506

Tax Period

2023-01-01 to 2023-12-31

CINCINNATI PRESERVATION ASSOCIATION, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $515K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $7.4M represent 171 months of operating reserves.

Mission

TO EMPOWER AND EDUCATE PEOPLE TO VALUE, PRESERVE AND SAVE GREATER CINCINNATI'S HISTORIC BUILDINGS, COMMUNITIES, LANDSCAPES AND STORIES.

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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 $535,150

Program Service Revenue $61,319

Investment Income $1,848

Other Revenue $-83,130

TOTAL REVENUE $515,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $281,023

Fundraising Expenses $42,154

Program Expenses $368,463

Other Expenses $237,804

TOTAL EXPENSES $518,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,187	$457,584	+0.1%
Expenses	$518,827	$881,799	-0.4%
Net Income	$-3,640	$-424,215	-1.0%

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

$109,689

Total Directors

$109,689

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW GORES	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB CRAPSEY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BAUMANN	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEIGH FINKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KENDALL FISHER	TRUSTEE	1.00	Director	$0	$0	$0
JOE HUBER	TRUSTEE	1.00	Director	$0	$0	$0
MARK SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MORAN	TRUSTEE	1.00	Director	$0	$0	$0
MURRAY MONROE JR	TRUSTEE	1.00	Director	$0	$0	$0
THEA TJEPKEMA	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ROSEN	TRUSTEE	1.00	Director	$0	$0	$0
WILL YOKEL	TRUSTEE	1.00	Director	$0	$0	$0
CLARK SOLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ARTHUR STURBAUM	TRUSTEE	1.00	Director	$0	$0	$0
JUDIE LIST SWEENEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARGARET VALENTINE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BURSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK MALLORY	TRUSTEE	1.00	Director	$0	$0	$0
MARK MCKILLIP	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN P TUBB	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MCCORMICK	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$97,500	$12,189	$109,689
DR ERIC JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
JEFFERY RUSH	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN CASEY	TRUSTEE	1.00	Director	$0	$0	$0
RICK WHEELER	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$515,187	$518,827	$7,575,804	$-3,640
2022	$457,584	$881,799	$7,484,814	$-424,215
2021	$837,261	$600,660	$7,928,711	$236,601
2020	$1,176,693	$495,578	$7,685,128	$681,115
2019	$1,167,922	$551,488	$7,003,494	$616,434
2018	$737,746	$575,179	$6,249,397	$162,567

CINCINNATI PRESERVATION ASSOCIATION