URBAN PRESERVATION FOUNDATION (EIN 680435495) - 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

FRED STAFFORD

Phone

4153484684

Tax Period

2023-01-01 to 2023-12-31

URBAN PRESERVATION FOUNDATION, founded in 1999, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $4K in total revenue in fiscal year 2023. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $6K exceeded revenue, resulting in a 76% operating deficit.

Mission

PROMOTE COMMUNITY AND NEIGHBORHOOD REVITALIZATION THROUGH HISTORIC AND ARCHITECTURAL PRESERVATION AND PLANNING, THROUGH EDUCATION, AND THROUGH ADAPTIVE RE-USE OF THE BUILT ENVIRONMENT. THROUGH ITS WORK, UPF FOSTERS INTEREST AND COMMITMENT TO THE IMPROVEMENT AND STABILITY OF SAN FRANCISCO NEIGHBORHOODS AND COMMUNITIES. THE FOUNDATION IS FOCUSING ON SAN FRANCISCO INITIALLY, WITH THE GOAL OF BROADENING ITS ACTIVITIES THROUGHOUT THE SAN FRANCISCO BAY AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,592

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,290

Other Expenses $6,335

TOTAL EXPENSES $6,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,592	$59,758	-0.9%
Expenses	$6,335	$56,029	-0.9%
Net Income	$-2,743	$3,729	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK MCNERNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT SMITH	SECRETARY	0.50	Officer Director	$0	$0	$0
RAMSEY DAYA	TREASURER	0.50	Officer Director	$0	$0	$0
JILL HELFFENSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
FRED STAFFORD	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$3,592	$6,335	$208,023	$-2,743
2022	$59,758	$56,029	$206,318	$3,729
2021	$23,519	$5,743	$202,328	$17,776
2020	$40,782	$9,765	$184,507	$31,017
2019	$51,948	$7,530	$225,495	$44,418
2018	$19,994	$699	$181,020	$19,295

URBAN PRESERVATION FOUNDATION