Preservation Society of Ellicott Hill (EIN 640273771) - 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

1934

Legal Domicile

Principal Officer

Deanne L Tanksley CPA C

Phone

6014439065

Tax Period

2024-06-01 to 2025-05-31

Preservation Society of Ellicott Hill, founded in 1934, is a small nonprofit in the Arts, Culture & Humanities sector that reported $267K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 18% operating margin.

Mission

Preservation of historic homes

🔒

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 $158,148

Program Service Revenue $32,811

Investment Income $0

Other Revenue $75,913

TOTAL REVENUE $266,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,625

Other Expenses $219,098

TOTAL EXPENSES $219,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,872	$168,533	+0.6%
Expenses	$219,098	$155,696	+0.4%
Net Income	$47,774	$12,837	+2.7%

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

N/A

Volunteers

N/A

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
Christine Bartha	Chairman	5.00	Officer	$0	$0	$0
Todd Love	Secretary	5.00	Officer	$0	$0	$0
Liz Blaylock	Treasurer	5.00	Officer	$0	$0	$0
Donna Sesssions	Immediate past Chair	5.00	Officer	$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
2025	$266,872	$219,098	$1,337,161	$47,774
2024	$168,533	$155,696	$1,323,863	$12,837
2023	$140,615	$168,558	$1,322,927	$-27,943
2022	$279,033	$90,804	$1,418,397	$188,229
2021	$99,026	$64,405	$1,337,786	$34,621
2020	$189,764	$298,703	$1,339,002	$-108,939
2019	$125,441	$266,619	$1,351,618	$-141,178
2018	$283,651	$377,452	$1,451,868	$-93,801

Preservation Society of Ellicott Hill