The Preservation Foundation of Palm Beach Inc

EIN: 591989832 501(c)(3) Arts, Culture & Humanities

Palm Beach, FL

Total Revenue
$19,801,048
Total Expenses
$3,354,741
Total Assets
$51,957,734
Net Assets
$51,806,007
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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
1980
Legal Domicile
FL
Principal Officer
Betsy Shiverick
Phone
5618320731
Tax Period
2023-07-01 to 2024-06-30

The Preservation Foundation of Palm Beach Inc, founded in 1980, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $19.8M in total revenue in fiscal year 2023. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.4M, a strong 83% operating margin.

Mission

Historic Preservation.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,392,435
Program Service Revenue $14,474
Investment Income $630,632
Other Revenue $-236,493
TOTAL REVENUE $19,801,048

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $1,050,218
Fundraising Expenses $145,100
Program Expenses $2,651,819
Other Expenses $2,294,523
TOTAL EXPENSES $3,354,741

Year-over-Year Comparison

2023 2022 Change
Revenue $19,801,048 $11,080,638 +0.8%
Expenses $3,354,741 $3,334,010 +0.0%
Net Income $16,446,307 $7,746,628 +1.1%
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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Governance

Voting Members
99
Independent Members
99
Employees
20
Volunteers
5

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
9
$265,046
Total Directors
99
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mrs Paul Shiverick Chairman 15.00
Officer Director
$0 $0 $0
Mr Daniel E Ponton Vice-Chairman 10.00
Officer Director
$0 $0 $0
Mr Thomas C Quick Secretary 3.00
Officer Director
$0 $0 $0
Mr Erik T Waldin Treasurer 3.00
Officer Director
$0 $0 $0
Mr Jeffrey A Marcus Executive Committee Member 3.00
Officer Director
$0 $0 $0
Mrs Pauline B Pitt Chairman Emeritus 2.00
Officer Director
$0 $0 $0
Mr Charles M Royce Executive Committee Member 2.00
Officer Director
$0 $0 $0
Mrs Lynne M Wheat Executive Committee Member 2.00
Officer Director
$0 $0 $0
Mrs Rand V Araskog Trustee 1.00
Director
$0 $0 $0
Mr Manucher Azmudeh Trustee 1.00
Director
$0 $0 $0
Mrs Manucher Azmudeh Trustee 1.00
Director
$0 $0 $0
Mrs Walter F Ballinger Trustee 1.00
Director
$0 $0 $0
Mrs Alan D Bleznak Trustee 1.00
Director
$0 $0 $0
Mrs T Dennie Boardman Trustee 1.00
Director
$0 $0 $0
Mr Martin Brand Trustee 1.00
Director
$0 $0 $0
Mrs Martin Brand Trustee 1.00
Director
$0 $0 $0
Mrs Edwin M Burke Trustee 1.00
Director
$0 $0 $0
L Frank Chopin Esquire Trustee 1.00
Director
$0 $0 $0
Mr Edward A Cooney Trustee 1.00
Director
$0 $0 $0
Mr Philippe Dauman Trustee 1.00
Director
$0 $0 $0
Mrs Philippe Dauman Trustee 1.00
Director
$0 $0 $0
Dr Jane S Day Trustee 1.00
Director
$0 $0 $0
Mrs Ashton de Peyster Trustee 1.00
Director
$0 $0 $0
Mr Thompson Dean Trustee 1.00
Director
$0 $0 $0
Mrs Thompson Dean Trustee 1.00
Director
$0 $0 $0
Mrs John J Dowdle Trustee 1.00
Director
$0 $0 $0
Mr E Llwyd Ecclestone Trustee 1.00
Director
$0 $0 $0
Mrs E Llwyd Ecclestone Trustee 1.00
Director
$0 $0 $0
Ambassador Edward E Elson Trustee 1.00
Director
$0 $0 $0
Mrs Edward E Elson Trustee 1.00
Director
$0 $0 $0
Mrs Jennifer M Fischer Trustee 1.00
Director
$0 $0 $0
Ms Kristen Kelly Fisher Trustee 1.00
Director
$0 $0 $0
Mr James C Flores Trustee 1.00
Director
$0 $0 $0
Mrs James C Flores Trustee 1.00
Director
$0 $0 $0
Mr J Christopher Flowers Trustee 1.00
Director
$0 $0 $0
Mrs J Christopher Flowers Trustee 1.00
Director
$0 $0 $0
Mr Mark E Freitas Trustee 1.00
Director
$0 $0 $0
Mrs Mark E Freitas Trustee 1.00
Director
$0 $0 $0
Mr William J Gilbane III Executive Committee Member 3.00
Director
$0 $0 $0
Mr Avram Glazer Trustee 1.00
Director
$0 $0 $0
Mrs Avram Glazer Trustee 1.00
Director
$0 $0 $0
Mrs Martin D Gruss Trustee 1.00
Director
$0 $0 $0
Mrs Jessica Guff Trustee 1.00
Director
$0 $0 $0
Dr Ben Han Trustee 1.00
Director
$0 $0 $0
Mrs Ben Han Trustee 1.00
Director
$0 $0 $0
Mrs J Ira Harris Trustee 1.00
Director
$0 $0 $0
Mr James Held Trustee 1.00
Director
$0 $0 $0
Dr Peter N Heydon Trustee 1.00
Director
$0 $0 $0
Mrs Katherine B Horgen Trustee 1.00
Director
$0 $0 $0
The Honorable Robert W Johnson IV Trustee 1.00
Director
$0 $0 $0
Mrs Robert W Johnson IV Trustee 1.00
Director
$0 $0 $0
Mr Gerald R Jordan Jr Trustee 1.00
Director
$0 $0 $0
Mrs Gerald R Jordan Jr Trustee 1.00
Director
$0 $0 $0
Mr Kenn Karakul Trustee 1.00
Director
$0 $0 $0
Mr Howard J Kessler Trustee 1.00
Director
$0 $0 $0
Mrs Howard J Kessler Trustee 1.00
Director
$0 $0 $0
Mrs Laura Landro Trustee 1.00
Director
$0 $0 $0
Mr Richard E Salomon Trustee 1.00
Director
$0 $0 $0
Mr Leonard A Lauder Trustee 1.00
Director
$0 $0 $0
The Honorable Howard H Leach Trustee 1.00
Director
$0 $0 $0
Mrs Howard H Leach Trustee 1.00
Director
$0 $0 $0
Mrs Joseph W Luter III Trustee 1.00
Director
$0 $0 $0
Mrs David J Mahoney Trustee 1.00
Director
$0 $0 $0
Mr Tomas R Maier Trustee 1.00
Director
$0 $0 $0
Mrs Jeffrey A Marcus Trustee 1.00
Director
$0 $0 $0
Mrs Talbott B Maxey Trustee 1.00
Director
$0 $0 $0
Mrs Leigh A McMakin Trustee 1.00
Director
$0 $0 $0
Ms Audrey McNiff Trustee 1.00
Director
$0 $0 $0
Mr Joseph Meyer Trustee 1.00
Director
$0 $0 $0
Mrs Joseph Meyer Trustee 1.00
Director
$0 $0 $0
Mr Donald K Miller Trustee 1.00
Director
$0 $0 $0
Mrs Donald K Miller Trustee 1.00
Director
$0 $0 $0
The Honorable Danielle Hickox Moore Trustee 1.00
Director
$0 $0 $0
Mr Dudley L Moore Jr Trustee 1.00
Director
$0 $0 $0
Mrs Dudley L Moore Jr Trustee 1.00
Director
$0 $0 $0
Mr David G Ober Trustee 1.00
Director
$0 $0 $0
Mrs William G Pannill Trustee 1.00
Director
$0 $0 $0
Mr Gary Patsley Trustee 1.00
Director
$0 $0 $0
Mrs Gary Patsley Trustee 1.00
Director
$0 $0 $0
Mrs Sallie B Phillips Trustee 1.00
Director
$0 $0 $0
Mrs Wilbur L Ross Jr Trustee 1.00
Director
$0 $0 $0
Mrs Charles M Royce Executive Committee Member 1.00
Director
$0 $0 $0
Mrs Jeannie Rutherfoord Trustee 1.00
Director
$0 $0 $0
Mr Jorge A Sanchez Trustee 1.00
Director
$0 $0 $0
Mrs Vera Serrano Trustee 1.00
Director
$0 $0 $0
Mr Paul Shiverick Trustee 1.00
Director
$0 $0 $0
Mr Brian Simmons Trustee 1.00
Director
$0 $0 $0
Mrs Brian Simmons Trustee 1.00
Director
$0 $0 $0
Mr Jeffery W Smith Trustee 1.00
Director
$0 $0 $0
The Honorable Lesly S Smith Trustee 1.00
Director
$0 $0 $0
Mr Thomas S Smith Jr Trustee 1.00
Director
$0 $0 $0
Mrs Electra Toub Trustee 1.00
Director
$0 $0 $0
Mr Mish Tworkowski Trustee 1.00
Director
$0 $0 $0
Mrs Leo A Vecellio Jr Trustee 1.00
Director
$0 $0 $0
Mrs Nathan Appleman Emeritus 1.00
Director
$0 $0 $0
Mrs Edward W Cook Emeritus 1.00
Director
$0 $0 $0
Mrs F Eugene Dixon Jr Emeritus 1.00
Director
$0 $0 $0
Mrs Robert M Grace Emeritus 1.00
Director
$0 $0 $0
Mrs Frances G Scaife Emeritus 1.00
Director
$0 $0 $0
Amanda Skier President & CEO 40.00
Officer
$239,748 $25,298 $265,046
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 No data No data No data No data
2024 $19,801,048 $3,354,741 $51,957,734 $16,446,307
2023 $11,080,638 $3,334,010 $34,586,956 $7,746,628
2022 $14,785,747 $2,056,825 $27,182,699 $12,728,922
2021 $2,702,887 $1,652,996 $15,506,745 $1,049,891
2020 $1,893,286 $1,500,542 $13,730,645 $392,744
2019 $2,941,657 $1,627,879 $13,159,073 $1,313,778
2018 $2,958,773 $2,231,911 $11,612,262 $726,862
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