MONTGOMERY PRESERVATION INC

EIN: 521402993 501(c)(3)

ROCKVILLE, MD

Total Revenue
$201,093
Total Expenses
$76,043
Total Assets
$1,119,332
Net Assets
$1,119,332
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MD
Principal Officer
EILEEN MCGUCKIAN
Phone
2402052387
Tax Period
2024-07-01 to 2025-06-30

MONTGOMERY PRESERVATION INC, founded in 1984, is a small nonprofit that reported $201K in total revenue in fiscal year 2024. Revenue surged 626% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 62% operating margin.

Mission

THE MISSION OF MONTGOMERY PRESERVATION, INC. IS TO PRESERVE, PROTECT AND PROMOTE MONTGOMERY COUNTY'S RICH ARCHITECTURAL HERITAGE AND HISTORIC LANDSCAPES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $159,878
Program Service Revenue $485
Investment Income $40,730
Other Revenue $0
TOTAL REVENUE $201,093

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $74,292
Other Expenses $76,043
TOTAL EXPENSES $76,043

Year-over-Year Comparison

2024 2023 Change
Revenue $201,093 $27,682 +6.3%
Expenses $76,043 $54,707 +0.4%
Net Income $125,050 $-27,025 -5.6%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
14
Independent Members
14
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
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN BURDITT VICE PRESIDE 5.00
Officer Director
$0 $0 $0
JUDITH CHRISTENSEN SECRETARY 5.00
Officer Director
$0 $0 $0
KATHERINE DEWITT BOARD MEMBER 5.00
Director
$0 $0 $0
MARK EDWARDS BOARD MEMBER 5.00
Director
$0 $0 $0
JEAN FINDLAY BOARD MEMBER 5.00
Director
$0 $0 $0
SANDRA HEILER TREASURER 6.00
Officer Director
$0 $0 $0
WENDY KAUFMAN BOARD MEMBER 5.00
Director
$0 $0 $0
DIANA KOHN BOARD MEMBER 5.00
Director
$0 $0 $0
KATHY LYONS BOARD MEMBER 5.00
Director
$0 $0 $0
JERRY MCCOY BOARD MEMBER 5.00
Director
$0 $0 $0
EILEEN MCGUCKIAN PRESIDENT 20.00
Officer Director
$0 $0 $0
NANCY PICKARD BOARD MEMBER 5.00
Director
$0 $0 $0
JOHN SERY BOARD MEMBER 5.00
Director
$0 $0 $0
SUSAN SODERBERG BOARD MEMBER 5.00
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 $201,093 $76,043 $1,119,332 $125,050
2024 $27,682 $54,707 $987,737 $-27,025
2023 $61,174 $49,911 $1,007,488 $11,263
2022 $24,310 $42,047 $983,224 $-17,737
2021 $520,735 $52,466 $1,073,909 $468,269
2020 $19,358 $43,997 $605,640 $-24,639
2019 $13,754 $52,101 $632,018 $-38,347
2018 $14,249 $55,005 $669,751 $-40,756
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