DUNWOODY PRESERVATION TRUST INC (EIN 582201646) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JOHN F HOUSEAL SR

Phone

4046674070

Tax Period

2024-01-01 to 2024-12-31

DUNWOODY PRESERVATION TRUST INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $366K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $509K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO PRESERVE THE HISTORY AND HERITAGE OF DUNWOODY, GA, THROUGH EDUCATIONAL PROGRAMS, PUBLICATIONS, COLLECTIONS, AND RESEARCH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $360,844

Program Service Revenue $0

Investment Income $11,840

Other Revenue $-6,293

TOTAL REVENUE $366,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,266

Fundraising Expenses $75,841

Program Expenses $455,441

Other Expenses $329,032

TOTAL EXPENSES $509,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,391	$478,948	-0.2%
Expenses	$509,298	$363,675	+0.4%
Net Income	$-142,907	$115,273	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

400

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

$55,000

Total Directors

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN SIMONS	EXECUTIVE DIRECTOR	040.00	Officer Director Highest	$55,000	$0	$55,000
DAVID LONG	PRESIDENT	012.00	Officer Director	$0	$0	$0
JOHN HOUSEAL	TREASURER	003.00	Officer Director	$0	$0	$0
COWEN HARTER	SECRETARY	003.00	Officer Director	$0	$0	$0
MELANIE WILLIAMS	PAST PRESIDENT	001.00	Director	$0	$0	$0
MARION SHOENIG	DIRECTOR EDUCATION	003.00	Director	$0	$0	$0
SARAH BORCHERDING	VP OF PROPERTIES	003.00	Director	$0	$0	$0
MIKE IRVING	DIRECTOR MEMBERSHIP	003.00	Director	$0	$0	$0
CHRYSE WAYMAN	DIRECTOR RECORDS	003.00	Director	$0	$0	$0
CAROL JOHNSON ROE	DIRECTOR OF MKTG.	003.00	Director	$0	$0	$0
BARBARA PRYOR	DIRECTOR OF C-S	003.00	Director	$0	$0	$0
ALLEGRA JOHNSON	DIRECTOR AT LARGE	001.00	Director	$0	$0	$0
ELLEN RANKIN	DIRECTOR AT LARGE	001.00	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
2024	$366,391	$509,298	$623,208	$-142,907
2023	$478,948	$363,675	$768,033	$115,273
2022	$438,414	$362,208	$709,299	$76,206
2021	$402,369	$271,176	$713,642	$131,193
2020	$190,869	$222,531	$612,073	$-31,662
2019	$176,920	$187,211	$571,091	$-10,291
2018	$385,956	$423,547	$602,547	$-37,591

DUNWOODY PRESERVATION TRUST INC