PRESTON CASTLE FOUNDATION (EIN 680391302) - 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

2001

Legal Domicile

Principal Officer

AARON PLUNK

Phone

2092563632

Tax Period

2025-01-01 to 2025-12-31

PRESTON CASTLE FOUNDATION, founded in 2001, is a small nonprofit in the Unknown sector that reported $454K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $87K, a strong 19% operating margin.

Mission

THE PRESTON CASTLE FOUNDATION IS DEDICATED TO THE PRESERVATION, REHABILITATION, AND UTILIZATION OF THE PRESTON CASTLE HISTORICAL SITE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $33,835

Program Service Revenue $397,626

Investment Income $2,480

Other Revenue $20,314

TOTAL REVENUE $454,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,288

Fundraising Expenses $1,880

Program Expenses $292,417

Other Expenses $323,026

TOTAL EXPENSES $367,314

Year-over-Year Comparison

	2025	2024	Change
Revenue	$454,255	$506,372	-0.1%
Expenses	$367,314	$302,061	+0.2%
Net Income	$86,941	$204,311	-0.6%

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

200

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
ROD BURTON	DIRECTOR	15.00	Director	$0	$0	$0
SYBIL GRIFFTH	DIRECTOR	15.00	Director	$0	$0	$0
DONNA MUNSON	DIRECTOR	15.00	Director	$0	$0	$0
DAVID BARNES	DIRECTOR	15.00	Director	$0	$0	$0
ANITA THOMAS	DIRECTOR	15.00	Director	$0	$0	$0
KARL KNOBELAUCH	SECRETARY TREASURER	20.00	Officer	$0	$0	$0
JIM BENNETT	VICE PRESIDENT	20.00	Officer	$0	$0	$0
AARON PLUNK	PRESIDENT	20.00	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	$454,255	$367,314	$4,121,354	$86,941
2024	$506,372	$302,061	$4,034,314	$204,311
2023	$521,853	$302,224	$3,829,137	$219,629
2022	$505,774	$300,552	$3,609,504	$205,222
2021	$443,288	$230,307	$3,404,780	$212,981
2020	$24,523	$165,102	$3,189,775	$-140,579
2019	$380,421	$258,443	$3,331,933	$121,978
2018	$379,718	$239,321	$3,211,953	$140,397

PRESTON CASTLE FOUNDATION