PRESERVATION TEXAS INC

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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

1985

Legal Domicile

Principal Officer

EVAN THOMPSON

Phone

5124720102

Tax Period

2023-01-01 to 2023-12-31

PRESERVATION TEXAS INC, founded in 1985, is a small nonprofit that reported $428K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $507K exceeded revenue, resulting in a 18% operating deficit.

Mission

PRESERVATION TEXAS IS THE ADVOCATE FOR PRESERVING THE HISTORIC RESOURCES OF TEXAS THROUGH A FOCUS ON ADVOCACY , BOARD DEVELOPMENT, ORGANIZATIONAL VISIBILITY, AND RESOURCE DEVELOPMENT

Program Service Accomplishments

Program 1

Expenses: $402,738 Revenue: $0

THE ENTITY HOSTS AN ANNUAL CONFERENCE AND SEMINARS FOR EDUCATORS, LEGISLATORS AND PRESERVATION ORGANIZATIONS. THEY ALSO PROVIDE ADVOCACY TRAINING AND GRANT WRITING AND PROMOTE TEXAS MOST ENDANGERED...

Program 2

Expenses: $26,285 Revenue: $0

THE BASSETT FARM IS A HISTORIC FARM APPROXIMATELY 40 MILES EAST OF WACO, TEXAS, THAT PRESERVATION TEXAS IS PRESERVING AS A HISTORIC PLACE.

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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 $399,760

Program Service Revenue $0

Investment Income $4,234

Other Revenue $24,336

TOTAL REVENUE $428,330

Expense Breakdown

Grants Paid $34,900

Salaries & Benefits $276,434

Fundraising Expenses $31,482

Program Expenses $429,023

Other Expenses $196,109

TOTAL EXPENSES $507,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$428,330	$344,559	+0.2%
Expenses	$507,443	$278,148	+0.8%
Net Income	$-79,113	$66,411	-2.2%

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

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

$116,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIS WINTERS	PRESIDENT	10.00	Officer Director	$0	$0	$0
SUE MORRIS LAZARA	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
RON SIEBLER	TREASURER	10.00	Officer Director	$0	$0	$0
CHARLENE ORR	SECRETARY	10.00	Officer Director	$0	$0	$0
DERRICK BIRDSALL	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX GROSSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIXIE HOOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SERENA PUTEGNAT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSE RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN THOMPSON	EXECUTIVE DIRECTOR	40.00	Officer	$108,498	$8,200	$116,698

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	$428,330	$507,443	$4,834,369	$-79,113
2022	$344,559	$278,148	$4,912,884	$66,411
2021	$178,806	$200,992	$4,848,199	$-22,186
2020	$225,829	$238,092	$4,846,797	$-12,263
2019	$121,877	$262,199	$4,891,051	$-140,322
2018	$278,254	$245,515	$4,955,867	$32,739