PRESERVATION LONGVIEW (EIN 331202215) - 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

2008

Legal Domicile

Principal Officer

ELLEN GORDON

Phone

9037201398

Tax Period

2021-01-01 to 2021-12-31

PRESERVATION LONGVIEW, founded in 2008, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $54K in total revenue in fiscal year 2021. The organization ran a surplus of $36K, a strong 67% operating margin.

Mission

To restore, preserve and promote historic Longview.

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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 (2021)

Revenue Breakdown

Contributions & Grants $38,382

Program Service Revenue $0

Investment Income $0

Other Revenue $15,182

TOTAL REVENUE $53,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,781

Program Expenses $14,256

Other Expenses $17,820

TOTAL EXPENSES $17,820

Year-over-Year Comparison

	2021	2020	Change
Revenue	$53,564	N/A	N/A
Expenses	$17,820	N/A	N/A
Net Income	$35,744	N/A	N/A

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

N/A

Employees

N/A

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
LYNETTE GOODSON	President	20.00	Director	$0	$0	$0
RON HEFLEY	Vice President	20.00	Director	$0	$0	$0
AVA WELGE	Secretary	20.00	Director	$0	$0	$0
ELLEN GORDON	Treasurer	20.00	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
2021	$53,564	$17,820	$558,565	$35,744

PRESERVATION LONGVIEW