FORT PRESERVATION SOCIETY (EIN 770328337) - 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

Phone

6617657371

Tax Period

2025-01-01 to 2025-12-31

FORT PRESERVATION SOCIETY, founded in 1992, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $51K in total revenue in fiscal year 2025. Revenue fell 54% from the prior year — a significant decline worth monitoring.

Mission

THE FORT PRESERVATION SOCIETYS GOAL IS TO MAINTAIN, PRESERVE AND IMPROVE THE FORT, INCREASE AWARENESS AND APPRECIATION OF ITS HISTORIC HERITAGE AND TO OFFER CULTURAL AND ARTICTIC ENRICHMENT TO THE COMMUNITY THROUGHEVENTS AND PROGRAMS AT THE FORT

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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 $400

Program Service Revenue $18,691

Investment Income $0

Other Revenue $32,218

TOTAL REVENUE $51,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,735

Program Expenses $12,155

Other Expenses $54,241

TOTAL EXPENSES $54,241

Year-over-Year Comparison

	2025	2024	Change
Revenue	$51,309	$111,183	-0.5%
Expenses	$54,241	$120,210	-0.5%
Net Income	$-2,932	$-9,027	-0.7%

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
MARGIE BURELL	DIRECTOR	1.00	Director	$0	$0	$0
LINDA DECKERT	DIRECTOR	1.00	Director	$0	$0	$0
SUZI BAKER	SECRETARY	2.00	Officer Director	$0	$0	$0
VAHNITA HOOKER	PRESIDENT	1.00	Director	$0	$0	$0
DEANNA JACOBS	TREASURER	1.00	Director	$0	$0	$0
CORY MORSE	DIRECTOR	1.00	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
2025	$51,309	$54,241	$15,896	$-2,932
2024	No data	No data	No data	No data
2023	$75,251	$110,419	$27,855	$-35,168
2022	$75,365	$84,547	$57,479	$-9,182
2021	$98,497	$67,513	$70,159	$30,984
2020	$63,063	$15,229	$47,536	$47,834
2019	$89,676	$76,709	$52,726	$12,967
2018	$73,701	$75,918	$39,759	$-2,217

FORT PRESERVATION SOCIETY