MARGARET & LUKE PETTIT PRESERVE INC (EIN 582483534) - 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

1999

Legal Domicile

Principal Officer

DEE BISHOP

Phone

6787766035

Tax Period

2024-07-01 to 2025-06-30

MARGARET & LUKE PETTIT PRESERVE INC, founded in 1999, is a small nonprofit in the Environment sector that reported $111K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $159K exceeded revenue, resulting in a 44% operating deficit.

Mission

ENVIRONMENTAL BASED EDUCATION PROGRAMS DESIGNED TO REINFORCE GEORGIAS PERFORMANCE STANDARDS IN SCIENCE, MATH, LANGUAGE SKILLS AND ARTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $34,124

Program Service Revenue $12,577

Investment Income $0

Other Revenue $64,292

TOTAL REVENUE $110,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,487

Fundraising Expenses $21,739

Program Expenses $70,216

Other Expenses $76,932

TOTAL EXPENSES $159,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,993	$148,897	-0.3%
Expenses	$159,419	$152,039	+0.0%
Net Income	$-48,426	$-3,142	+14.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEE BISHOP	PRESIDENT	5.00	Officer	$0	$0	$0
ANN WARREN	VICE PRESIDENT	3.00	Officer	$0	$0	$0
ALISON MOORE	SECRETARY	3.00	Officer	$0	$0	$0
KELLEY LEMMINGS	TREASURER	3.00	Officer	$0	$0	$0
MARLU SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
TJ HEMPHILL	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM HALL	BOARD MEMBER	2.00	Director	$0	$0	$0
LORI ALBEA	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM FLEETWOOD	EXECUTIVE DIRECTOR	40.00	Highest	$60,000	$0	$60,000

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	$110,993	$159,419	$1,151,398	$-48,426
2024	$148,897	$152,039	$1,213,701	$-3,142
2023	$115,989	$135,466	$1,239,695	$-19,477
2022	$97,547	$124,220	$1,258,791	$-26,673
2021	$77,710	$119,484	$1,285,145	$-41,774
2020	$62,165	$88,587	$1,297,030	$-26,422
2019	$56,892	$65,602	$1,102,762	$-8,710

MARGARET & LUKE PETTIT PRESERVE INC