Carter P Brown Legacy Preservation Fund (EIN 843842278) - 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

RICHARD MUZZY

Phone

6164053745

Tax Period

2025-01-01 to 2025-12-31

Carter P Brown Legacy Preservation Fund, founded in 2019, is a small nonprofit in the Environment sector that reported $255K in total revenue in fiscal year 2025. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 34% operating margin.

Mission

PRESERVATION AND RESTORATION OF HISTORIC BUILDINGS AND CONSERVATION AND PROTECTION OF HABITAT

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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 $243,211

Program Service Revenue $0

Investment Income $11,999

Other Revenue $0

TOTAL REVENUE $255,210

Expense Breakdown

Grants Paid $69,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,323

Other Expenses $99,703

TOTAL EXPENSES $169,338

Year-over-Year Comparison

	2025	2024	Change
Revenue	$255,210	$165,918	+0.5%
Expenses	$169,338	$90,018	+0.9%
Net Income	$85,872	$75,900	+0.1%

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
RICHARD MUZZY	DIRECTOR AND PRESIDENT	5.0	Officer Director	$0	$0	$0
STEPHEN NOBEL	SECRETARY AND TREASURER	2.5	Officer Director	$0	$0	$0
MARK FULLER	DIRECTOR	2.5	Director	$0	$0	$0
STEPHANIE KEEHN	DIRECTOR	2.5	Director	$0	$0	$0
ROBERT BURTON	DIRECTOR	2.5	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	$255,210	$169,338	$469,604	$85,872
2024	No data	No data	No data	No data
2023	$-401,518	$95,623	$307,832	$-497,141
2022	$142,181	$49,699	$880,386	$92,482
2021	$112,921	$27,911	$787,904	$85,010
2021	$121,671	$27,911	$796,654	$93,760
2020	$622,661	$8,317	$702,894	$614,344

Carter P Brown Legacy Preservation Fund