HOBART PRESERVATION FOUNDATION (EIN 800518390) - 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

2009

Legal Domicile

Principal Officer

JOHN W ZELLERBACH

Phone

4154214100

Tax Period

2023-10-01 to 2024-09-30

HOBART PRESERVATION FOUNDATION, founded in 2009, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.2M exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PRESERVE AND MAINTAIN THE HISTORIC HOBART BUILDING, A SAN FRANCISCO LANDMARK

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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 $0

Program Service Revenue $2,300,589

Investment Income $-3,850

Other Revenue $66,987

TOTAL REVENUE $2,363,726

Expense Breakdown

Grants Paid $18,879

Salaries & Benefits $486,403

Fundraising Expenses $0

Program Expenses $2,412,106

Other Expenses $2,693,330

TOTAL EXPENSES $3,198,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,363,726	$2,066,601	+0.1%
Expenses	$3,198,612	$3,695,775	-0.1%
Net Income	$-834,886	$-1,629,174	-0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN W ZELLERBACH	CEO	29.00	Director	$0	$0	$0
RUSSELL B LYMAN	Secretary	11.50	Director	$0	$0	$0
SUSAN COOK HOGANSON	CFO	2.00	Director	$0	$0	$0
MICHELLE OWCZARZAK	DIRECTOR	5.00	Director	$0	$0	$0
ELIZABETH Z RUFER	Director	5.00	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	$2,363,726	$3,198,612	$22,190,263	$-834,886
2023	$2,066,601	$3,695,775	$23,303,609	$-1,629,174
2022	$2,746,844	$3,607,564	$23,706,501	$-860,720
2021	$3,593,927	$3,842,283	$24,942,337	$-248,356
2020	$4,506,548	$3,948,492	$25,775,301	$558,056
2019	$3,152,378	$3,924,269	$25,514,347	$-771,891
2018	$4,096,207	$3,619,579	$26,691,893	$476,628

HOBART PRESERVATION FOUNDATION