NORWALK PRESERVATION TR INC (EIN 421581388) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Phone

2038529788

Tax Period

2022-11-01 to 2023-10-31

NORWALK PRESERVATION TR INC, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $16K in total revenue in fiscal year 2022. The organization ran a surplus of $11K, a strong 69% operating margin.

Mission

Our mission is to protect Norwalk's irreplaceable historic buildings and neighborhoods landscapes and streetscapes by raising awareness and taking appropriate action when necessary.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $5,193

Program Service Revenue $3,856

Investment Income $7,291

Other Revenue $0

TOTAL REVENUE $16,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $299

Program Expenses $643

Other Expenses $5,076

TOTAL EXPENSES $5,076

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,340	$16,779	0.0%
Expenses	$5,076	N/A	N/A
Net Income	$11,264	$16,779	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Tod Bryant	President	10.00	Officer Director	$0	$0	$0
Lee Levey	Vice President	2.00	Officer Director	$0	$0	$0
Charles Harris	Acting Secretary	6.00	Officer Director	$0	$0	$0
Gloria Kao	Treasurer	6.00	Officer Director	$0	$0	$0
Kenneth Eric Rasmussen	Director IT	12.00	Director	$0	$0	$0
Georgette Blau Guttman	Director	6.00	Director	$0	$0	$0
Carol Ann Falasca	Director	4.00	Director	$0	$0	$0
Wendye Pardue	Director	4.00	Director	$0	$0	$0
Anne Blum	Director	4.00	Director	$0	$0	$0
Conor Halstead	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
2023	$16,340	$5,076	$365,353	$11,264

NORWALK PRESERVATION TR INC