MISSION PRESERVATION FOUNDATION (EIN 330833283) - 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

MECHELLE LAWRENCE-ADAMS

Phone

9492341328

Tax Period

2024-07-01 to 2025-06-30

MISSION PRESERVATION FOUNDATION, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $2.2M left a modest 6% surplus.

Mission

TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO

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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 $1,675,481

Program Service Revenue $0

Investment Income $92,120

Other Revenue $602,772

TOTAL REVENUE $2,370,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $522,932

Fundraising Expenses $298,274

Program Expenses $1,923,994

Other Expenses $1,702,603

TOTAL EXPENSES $2,225,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,370,373	$3,637,105	-0.3%
Expenses	$2,225,535	$1,231,918	+0.8%
Net Income	$144,838	$2,405,187	-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

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
ANTHONY R MOISO	BOARDMEMBER	1.00	Director	$0	$0	$0
REV MSGR ART HOLQUIN	BOARDMEMBER	1.00	Director	$0	$0	$0
WILLIAM CVENGROS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
WYLIE A AITKEN	BOARDMEMBER	1.00	Director	$0	$0	$0
GEORGE O'CONNELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
EJ FARRELL	BOARDMEMBER	1.00	Director	$0	$0	$0
CONNIE SPENUZZA	BOARDMEMBER	1.00	Director	$0	$0	$0
REV MSGR J MICHAEL MCKIERNAN	BOARDMEMBER	1.00	Director	$0	$0	$0
PAUL MIKOS	BOARDMEMBER	1.00	Director	$0	$0	$0
VICKY CARABINI	BOARDMEMBER	1.00	Director	$0	$0	$0
KERRY HERBERT	BOARDMEMBER	1.00	Director	$0	$0	$0
DARREN AITKEN	BOARDMEMBER	1.00	Director	$0	$0	$0
TREVOR BAIRD	BOARDMEMBER	1.00	Director	$0	$0	$0
SETH R TEIGEN	BOARDMEMBER	1.00	Director	$0	$0	$0
CHRISTINE WALKER-BOWMAN	BOARDMEMBER	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
2025	$2,370,373	$2,225,535	$5,654,719	$144,838
2024	$3,637,105	$1,231,918	$5,448,922	$2,405,187
2023	$1,254,282	$1,564,202	$3,068,345	$-309,920
2022	$1,891,421	$790,995	$3,184,050	$1,100,426
2021	$1,029,684	$551,112	$2,042,850	$478,572
2020	$963,468	$810,678	$1,544,321	$152,790
2019	$1,113,187	$1,397,743	$1,555,638	$-284,556

MISSION PRESERVATION FOUNDATION