SME PRESERVATION FUND (EIN 823879320) - 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

2018

Legal Domicile

Principal Officer

RICHARD GRAHAM

Phone

4238861959

Tax Period

2024-01-01 to 2024-12-31

SME PRESERVATION FUND, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $248K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE A COMMUNITY CENTER FOR ARTS, MUSIC, DANCE AND THEATER.

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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 $11,378

Program Service Revenue $229,409

Investment Income $-434

Other Revenue $7,463

TOTAL REVENUE $247,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,308

Fundraising Expenses $0

Program Expenses $247,527

Other Expenses $211,822

TOTAL EXPENSES $252,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,816	$197,003	+0.3%
Expenses	$252,130	$187,716	+0.3%
Net Income	$-4,314	$9,287	-1.5%

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

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

$24,000

Total Directors

$40,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HARR	TREASURER(END JANUARY 2025)	2.00	Officer Director	$0	$0	$0
RICHARD GRAHAM	PRESIDENT & TREASURER(START JAN. 2025)	2.00	Officer Director	$0	$0	$0
SNODA HENDRICKS	DIRECTOR	1.00	Director	$0	$0	$0
ELLIS GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET COOKE	DIRECTOR	1.00	Director	$16,308	$0	$16,308
LAUREN DAY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN WALKER	SECRETARY	1.00	Officer Director	$24,000	$0	$24,000

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	$247,816	$252,130	$23,567	$-4,314
2023	$197,003	$187,716	$25,450	$9,287
2022	$196,940	$263,406	$16,163	$-66,466
2021	$231,917	$214,187	$82,629	$17,730

SME PRESERVATION FUND