PRESERVATION PIEDMONT (EIN 541673967) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

GENEVIEVE KELLER

Phone

4348250225

Tax Period

2025-01-01 to 2025-12-31

PRESERVATION PIEDMONT, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $711K in total revenue in fiscal year 2023. The organization ran a surplus of $692K, a strong 97% operating margin.

Mission

PRESERVATION PIEDMONT IS A NONPROFIT ORGANIZATION DEDICATED TO THE PRESERVATION OF THE BUILT ENVIRONMENT AND ITS SETTING IN ORDER TO PROTECT AND CREATE AN APPRECIATION FOR THE HISTORIC RESOURCES OF THE REGION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $48,339

Program Service Revenue $0

Investment Income $118

Other Revenue $0

TOTAL REVENUE $48,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,537

Other Expenses $71,537

TOTAL EXPENSES $71,537

Year-over-Year Comparison

	2025	2024	Change
Revenue	$48,457	$129,972	-0.6%
Expenses	$71,537	$34,135	+1.1%
Net Income	$-23,080	$95,837	-1.2%

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
GENEVIEVE KELLER	PRESIDENT	10.00	Officer Director	$0	$0	$0
ELLEN BLACKMON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ELLEN WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR GOFF	SECRETARY	2.00	Officer Director	$0	$0	$0
EDWARD BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
JEAN HIATT	DIRECTOR	1.00	Director	$0	$0	$0
JODY LAHENDRO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MCGINNIS	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TOM RANEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK RYLANDER	DIRECTOR	1.00	Director	$0	$0	$0
WILL ROURK	DIRECTOR	1.00	Director	$0	$0	$0
MARY JOY SCALA	TREASURER	5.00	Officer Director	$0	$0	$0
BERNADETTE WHITSETT-HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD GUY WILSON	DIRECTOR	1.00	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	$48,457	$71,537	$802,176	$-23,080
2024	$129,972	$34,135	$825,256	$95,837
2023	$711,090	$19,222	$730,530	$691,868

PRESERVATION PIEDMONT