THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC (EIN 561145386) - 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

1975

Legal Domicile

Principal Officer

J MYRICK HOWARD

Phone

9198323652

Tax Period

2022-01-01 to 2022-12-31

THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC, founded in 1975, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2022. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 3% surplus.

Mission

PRESERVATION OF BUILDINGS AND SITES OF HISTORICAL OR ARCHITECTURAL IMPORTANCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $964,364

Program Service Revenue $696,111

Investment Income $78,418

Other Revenue $2,984

TOTAL REVENUE $1,741,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,015,715

Fundraising Expenses $15,022

Program Expenses $1,425,543

Other Expenses $671,185

TOTAL EXPENSES $1,686,900

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,741,877	$1,472,217	+0.2%
Expenses	$1,686,900	$1,758,155	0.0%
Net Income	$54,977	$-285,938	-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

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

$87,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW STEWART	CHAIRMAN	1.50	Officer Director	$0	$0	$0
VALERIE ANN JOHNSON	VICE CHAIRMA	1.50	Officer Director	$0	$0	$0
PATRICIA WILSON	TREASURER	1.50	Officer Director	$0	$0	$0
BENJAMIN BRIGGS	SECRETARY	1.50	Officer Director	$0	$0	$0
APRIL LARKINS	EXEC COMM. M	1.25	Director	$0	$0	$0
LOUISE PORTER MARTIN	IMMEDIATE PA	1.00	Director	$0	$0	$0
RICHARD ANGINO	DIRECTOR	1.00	Director	$0	$0	$0
DENISE R BARNES	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA HOLMES BROTHERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY BURLESON	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE CARR	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN CASAVANT	DIRECTOR	1.00	Director	$0	$0	$0
MARY BONEY CLARK	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
LARKEN EGLESTON	DIRECTOR	1.00	Director	$0	$0	$0
DEMETRIUS HADDOCK	DIRECTOR	1.00	Director	$0	$0	$0
JASON HARPE	DIRECTOR	1.00	Director	$0	$0	$0
IRVIN HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MATT HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HUNTER JR	DIRECTOR	1.00	Director	$0	$0	$0
EARL IJAMES	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
LESTER LOWE	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOORE III	DIRECTOR	1.00	Director	$0	$0	$0
CARL R NOLD	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DARIN WATERS	DIRECTOR	1.00	Director	$0	$0	$0
TOM WINSLOW	DIRECTOR	1.00	Director	$0	$0	$0
J MYRICK HOWARD	PRESIDENT	40.00	Officer	$87,439	$0	$87,439

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	No data	No data	No data	No data
2022	$1,741,877	$1,686,900	$8,512,083	$54,977
2021	$1,472,217	$1,758,155	$8,996,688	$-285,938
2020	$1,395,393	$1,547,529	$10,171,767	$-152,136
2019	$1,514,428	$1,767,282	$9,705,793	$-252,854
2018	$3,090,502	$1,607,275	$8,943,998	$1,483,227
2017	$1,883,779	$2,062,185	$8,163,970	$-178,406

THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC