AA CO TRUST FOR PRESERVATION INC (EIN 521528929) - 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

1987

Legal Domicile

Principal Officer

JOHN KILLE

Tax Period

2019-07-01 to 2020-06-30

AA CO TRUST FOR PRESERVATION INC, founded in 1987, is a micro nonprofit that reported $17K in total revenue in fiscal year 2019. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $16K left a modest 4% surplus.

Mission

HISTORICAL PRESERVATION, EDUCATION AND PROMOTION

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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 (2019)

Revenue Breakdown

Contributions & Grants $15,268

Program Service Revenue $1,116

Investment Income $255

Other Revenue $0

TOTAL REVENUE $16,639

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,712

Other Expenses $14,957

TOTAL EXPENSES $15,957

Year-over-Year Comparison

	2019	2018	Change
Revenue	$16,639	$49,142	-0.7%
Expenses	$15,957	$36,011	-0.6%
Net Income	$682	$13,131	-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

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
BRIDGET BLAKE	BOARD	N/A	Director	$0	$0	$0
TERI VON ADELUNG BOND	BOARD	N/A	Director	$0	$0	$0
MIMI CALVER	BOARD	N/A	Director	$0	$0	$0
CHUCK CARMICHAEL	BOARD	N/A	Director	$0	$0	$0
CHRIS CATALDO	BOARD	N/A	Director	$0	$0	$0
MYLES CONWAY	BOARD	N/A	Director	$0	$0	$0
BECKY BARTLETT HUTCHINSON	SECRETARY	N/A	Officer Director	$0	$0	$0
SHERRI MARSH JOHNS	BOARD	N/A	Director	$0	$0	$0
MARJORIE JOHNSON	BOARD	N/A	Director	$0	$0	$0
JOHN KILLE	TREASURER	N/A	Officer Director	$0	$0	$0
MICHELLE LOHIN	BOARD	N/A	Director	$0	$0	$0
AL LUCKENBACH	VICE CHAIR	N/A	Officer Director	$0	$0	$0
PATRICIA MELVILLE	CHAIR	N/A	Officer Director	$0	$0	$0
DONNA WARE	BOARD	N/A	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
2020	$16,639	$15,957	$58,124	$682
2020	$13,494	$15,983	$54,953	$-2,489
2019	$49,142	$36,011	$57,442	$13,131
2018	$24,868	$23,254	$44,311	$1,614

AA CO TRUST FOR PRESERVATION INC