Jubal A Early Preservation Trust (EIN 546383526) - 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

1994

Legal Domicile

Principal Officer

Andy Taliaferro

Phone

5402389319

Tax Period

2023-01-01 to 2023-12-31

Jubal A Early Preservation Trust, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $856K in total revenue in fiscal year 2019. The organization ran a surplus of $832K, a strong 97% operating margin.

Mission

Restoration and Display of a historical home.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,505

Program Service Revenue $0

Investment Income $30,022

Other Revenue $0

TOTAL REVENUE $37,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,911

Other Expenses $26,911

TOTAL EXPENSES $26,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,527	$45,317	-0.2%
Expenses	$26,911	$41,092	-0.3%
Net Income	$10,616	$4,225	+1.5%

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
Wally Young	Pres.	10.00	Director	$0	$0	$0
Ron Nilsby	VP	2.00	Director	$0	$0	$0
Evie Sloan	Sec.	1.00	Director	$0	$0	$0
Maurice Lucas	Treas.	1.00	Director	$0	$0	$0
Dave Robbins	Director	1.00		$0	$0	$0
Andy Taliaferro	Director	1.00		$0	$0	$0
Lenden Eakin	Director	1.00		$0	$0	$0
Len Hale	Director	100.00		$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
2024	No data	No data	No data	No data
2023	$37,527	$26,911	$1,631,498	$10,616
2022	$45,317	$41,092	$1,529,700	$4,225
2021	$31,378	$87,248	$1,577,725	$-55,870
2020	$5,162	$5,039	$1,358,498	$123
2019	$855,897	$23,950	$1,188,152	$831,947

Jubal A Early Preservation Trust