Lake Oswego Preservation Society (EIN 451799529) - 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

2011

Legal Domicile

Principal Officer

Denise Bartelt

Phone

5034812479

Tax Period

2025-01-01 to 2025-12-31

Lake Oswego Preservation Society, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $23K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $27K exceeded revenue, resulting in a 14% operating deficit.

Mission

Education, promotion, and support for public and private historic preservation activities in Lake Oswego, Oregon.

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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 $16,511

Program Service Revenue $17,000

Investment Income $2,231

Other Revenue $-12,379

TOTAL REVENUE $23,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,726

Other Expenses $26,667

TOTAL EXPENSES $26,667

Year-over-Year Comparison

	2025	2024	Change
Revenue	$23,363	$24,636	-0.1%
Expenses	$26,667	$21,493	+0.2%
Net Income	$-3,304	$3,143	-2.1%

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

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
Jack Bookwalter	Director	2.00	Director	$0	$0	$0
Kevin Kutcher	Director	2.00	Director	$0	$0	$0
Joan Moore	Director	5.00	Director	$0	$0	$0
Robin Quon	Director	2.00	Director	$0	$0	$0
Jen Wiley	Director	2.00	Director	$0	$0	$0
Denise Bartelt	President	5.00	Officer	$0	$0	$0
Rachel Verdick	Vice President	3.00	Officer	$0	$0	$0
Randy Arthur	Treasurer	5.00	Officer	$0	$0	$0
Gail Toft-Vizzini	Secretary	5.00	Officer	$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	$23,363	$26,667	$925,064	$-3,304
2024	$24,636	$21,493	$928,368	$3,143

Lake Oswego Preservation Society