OTIS PRESERVATION TRUST INC (EIN 842925875) - 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

2019

Legal Domicile

Principal Officer

STEPHANIE SKINNER

Phone

6179056873

Tax Period

2023-07-01 to 2024-06-30

OTIS PRESERVATION TRUST INC, founded in 2019, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $26K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $202K exceeded revenue, resulting in a 684% operating deficit.

Mission

TO RAISE FUNDS IN SUPPORT OF THE OTIS HISTORIC COMMISSION TO RESTORE AND REPURPOSE OTIS' HISTORIC PROPERTIES

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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 $25,833

Program Service Revenue $0

Investment Income $-4

Other Revenue $0

TOTAL REVENUE $25,829

Expense Breakdown

Grants Paid $188,468

Salaries & Benefits $0

Fundraising Expenses $2,276

Program Expenses $188,468

Other Expenses $13,909

TOTAL EXPENSES $202,377

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,829	$100,225	-0.7%
Expenses	$202,377	$94,952	+1.1%
Net Income	$-176,548	$5,273	-34.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE SKINNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRICIA SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
GEOFFREY PIGRMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CELESTE WATMAN	DIRECTOR	1.00	Officer Director	$0	$0	$0
HILARY HARLEY	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	No data	No data	No data	No data
2024	$25,829	$202,377	$91,886	$-176,548
2023	$100,225	$94,952	$269,229	$5,273
2022	$234,611	$60,432	$261,706	$174,179
2021	$86,407	$4,886	$88,415	$81,521

OTIS PRESERVATION TRUST INC