HEARST CASTLE PRESERVATION FOUNDATION (EIN 770310765) - 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

1992

Legal Domicile

Principal Officer

JOSEPH O TOBIN II

Phone

4159375550

Tax Period

2024-01-01 to 2024-12-31

HEARST CASTLE PRESERVATION FOUNDATION, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $103K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $151K exceeded revenue, resulting in a 47% operating deficit.

Mission

CONSERVATION AND PROMOTION OF HEARST CASTLE

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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 (2024)

Revenue Breakdown

Contributions & Grants $75,000

Program Service Revenue $0

Investment Income $26,188

Other Revenue $2,166

TOTAL REVENUE $103,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,525

Other Expenses $151,453

TOTAL EXPENSES $151,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,354	$170,570	-0.4%
Expenses	$151,453	$133,423	+0.1%
Net Income	$-48,099	$37,147	-2.3%

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

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
SEE ATTACHED STATEMENT 1	VARIOUS	0.00	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	$103,354	$151,453	$710,805	$-48,099
2023	$170,570	$133,423	$758,904	$37,147
2022	$-48,743	$189,403	$721,757	$-238,146
2021	$99,257	$249,472	$959,905	$-150,215
2020	$53,277	$198,925	$1,110,120	$-145,648
2019	$123,271	$34,504	$1,255,767	$88,767
2018	$173,020	$196,206	$1,179,281	$-23,186

HEARST CASTLE PRESERVATION FOUNDATION