NATIONAL PRESERVATION INSTITUTE (EIN 621247166) - 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

1980

Legal Domicile

Principal Officer

ROBERT C SONDERMAN

Phone

7037650100

Tax Period

2024-01-01 to 2024-12-31

NATIONAL PRESERVATION INSTITUTE, founded in 1980, is a small nonprofit that reported $452K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $433K left a modest 4% surplus.

Mission

THE NATIONAL PRESERVATION INSTITUTE EDUCATES THOSE INVOLVED IN THE MANAGEMENT, PRESERVATION AND STEWARDSHIP OF CULTURAL HERITAGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,186

Program Service Revenue $896,315

Investment Income $1,354

Other Revenue $625

TOTAL REVENUE $904,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $842,662

Other Expenses $860,003

TOTAL EXPENSES $860,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$904,480	$331,577	+1.7%
Expenses	$860,003	$326,159	+1.6%
Net Income	$44,477	$5,418	+7.2%

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

N/A

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

$112,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERE GIBBER	ED/ASST SECR	37.65	Officer	$112,925	$0	$112,925
MEAGAN BACO	DIRECTOR	0.20	Director	$0	$0	$0
SHEILA BIRD	DIRECTOR	0.20	Director	$0	$0	$0
S TERRY CHILDS	DIRECTOR	0.20	Director	$0	$0	$0
JOHN E DUMSICK	TREASURER	0.40	Officer Director	$0	$0	$0
EMILY HOTALING EIG	DIRECTOR	0.30	Director	$0	$0	$0
ERIK M HEIN	DIRECTOR	0.20	Director	$0	$0	$0
CHRISTINE R HENRY	SECRETARY	0.40	Officer Director	$0	$0	$0
NATALIE HENSHAW	DIRECTOR	0.20	Director	$0	$0	$0
CONSTANCE LAI	ASST. TREASU	0.40	Officer Director	$0	$0	$0
R MARIA MARABLE-BUNCH	DIRECTOR	0.20	Director	$0	$0	$0
CONSTANCE WERNER RAMIREZ	EMERITUS-NON	0.20	Director	$0	$0	$0
CAROL D SHULL	DIRECTOR	0.20	Director	$0	$0	$0
CHARLES R SMITH	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT C SONDERMAN	PRESIDENT	0.80	Officer Director	$0	$0	$0
REBECCA STEVENS	DIRECTOR	0.20	Director	$0	$0	$0
CHARLENE DWIN VAUGHN	DIRECTOR	0.20	Director	$0	$0	$0
KIM PROTHRO WILLIAMS	VICE-PRESIDE	0.40	Officer 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	$904,480	$860,003	$393,255	$44,477
2023	$331,577	$326,159	$117,385	$5,418
2022	$162,911	$207,136	$96,143	$-44,225
2021	$119,921	$133,972	$185,357	$-14,051
2020	$104,370	$260,021	$169,477	$-155,651
2019	$509,554	$451,819	$208,866	$57,735
2018	$452,017	$433,466	$139,696	$18,551

NATIONAL PRESERVATION INSTITUTE